Nonprofit · EIN 94-2541328
SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN
Tax-exempt · LIVERMORE, CA 94551
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,671,985 | $135,141,651 | -$7,469,666 | $216,466,087 | $45,831,403 | $170,634,684 |
| June 30, 2024 | 990 | $120,345,642 | $126,451,389 | -$6,105,747 | $218,539,934 | $46,668,265 | $171,871,669 |
| June 30, 2023 | 990 | $123,055,352 | $131,214,383 | -$8,159,031 | $215,361,817 | $47,463,444 | $167,898,373 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $118,746,526
- Investment income
- $8,925,459
- Net gain from sales of assets
- $1,649,683
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $129,349,563
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $97,498
- Professional fundraising fees
- $0
- Legal fees
- $95,181
- Accounting fees
- $51,281
Balance sheet and other
- Total assets, start of year
- $218,539,934
- Total assets, end of year
- $216,466,087
- Total liabilities, end of year
- $45,831,403
- Net assets, end of year
- $170,634,684
- Publicly traded securities
- $167,919,084
- Gross receipts
- $204,579,387
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| rick werner | chairman Trustee or director, Officer | 4 | $0 |
| SEAN O'DONOGHUE | CO-CHAIRMAN Trustee or director, Officer | 2 | $0 |
| keith dias | TRUSTEE - TERM. 07/2024 Trustee or director | 2 | $0 |
| eric haynes | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN MASTERS | TRUSTEE Trustee or director | 2 | $0 |
| bob bramlett | trUSTEE Trustee or director | 2 | $0 |
| kathy de jong | trustee - TERM. 08/2024 Trustee or director | 2 | $0 |
| duane davies | trustee Trustee or director | 2 | $0 |
| CASEY VAN DEN HEUVEL | trustee Trustee or director | 2 | $0 |
| MIKE NESBITT | trustee Trustee or director | 2 | $0 |
| keith sylva | trustee Trustee or director | 2 | $0 |
| ALICIA MIJARES | TRUSTEE - EFF. 7/2024 Trustee or director | 2 | $0 |
| JOSH VALLIS | TRUSTEE - EFF. 11/2024 Trustee or director | 2 | $0 |
| MIKE FISHER | TRUSTEE Trustee or director | 2 | $0 |
| TOM TRAYER | TRUSTEE - TERM. 11/2024 Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| rick werner | chairman Trustee or director, Officer | 4 | $0 |
| SEAN O'DONOGHUE | CO-CHAIRMAN Trustee or director, Officer | 2 | $0 |
| keith dias | TRUSTEE Trustee or director | 2 | $0 |
| eric haynes | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN MASTERS | TRUSTEE Trustee or director | 2 | $0 |
| bob bramlett | trUSTEE Trustee or director | 2 | $0 |
| paul steckel | trustee - TERM. 10/2023 Trustee or director | 2 | $0 |
| kathy de jong | trustee Trustee or director | 2 | $0 |
| duane davies | trustee Trustee or director | 2 | $0 |
| CASEY VAN DEN HEUVEL | trustee Trustee or director | 2 | $0 |
| MIKE NESBITT | trustee Trustee or director | 2 | $0 |
| keith sylva | trustee Trustee or director | 2 | $0 |
| richard koenig | trustee - TERM. 7/2023 Trustee or director | 2 | $0 |
| TOM TRAYER | TRUSTEE - EFF. 7/2023 Trustee or director | 2 | $0 |
| MIKE FISHER | TRUSTEE - EFF. 7/2023 Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| rick werner | chairman Trustee or director | 4 | $0 |
| brian masters | TRUSTEE Trustee or director | 2 | $0 |
| keith dias | TRUSTEE Trustee or director | 2 | $0 |
| eric haynes | TRUSTEE Trustee or director | 2 | $0 |
| sean o'donoghue | TRUSTEE Trustee or director | 2 | $0 |
| bob bramlett | trUSTEE Trustee or director | 2 | $0 |
| paul steckel | trustee Trustee or director | 2 | $0 |
| kathy de jong | trustee Trustee or director | 2 | $0 |
| duane davies | trustee Trustee or director | 2 | $0 |
| CASEY VAN DEN HEUVEL | trustee Trustee or director | 2 | $0 |
| MIKE NESBITT | trustee Trustee or director | 2 | $0 |
| keith sylva | trustee (EFF. 03/2023) Trustee or director | 2 | $0 |
| chris enfantino | trustee (THRU 08/2022) Trustee or director | 2 | $0 |
| dominic torreano | trustee (THRU 03/2023) Trustee or director | 2 | $0 |
| richard koenig | trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3240B CONSTITUTION DR, LIVERMORE, CA 94551-7567
- In care of
- % BENESYS INC
- Principal officer (990 for 2024)
- RICK WERNER, 3240B CONSTITUTION DRIVE, LIVERMORE, CA 94551
- Signed the 990
- RICK WERNER, TRUSTEE
- Phone
- (925) 208-9999
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2541328 or by the name SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2541328
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $216,466,087
- Income (IRS master file)
- $204,579,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,671,985 | $135,141,651 | $216,466,087 | IRS |
| 990 | June 2024 | $120,345,642 | $126,451,389 | $218,539,934 | IRS |
| 990 | June 2023 | $123,055,352 | $131,214,383 | $215,361,817 | XML |
| 990 | June 2022 | $125,609,570 | $122,815,151 | $215,380,603 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2541328).
Questions about SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN
- What is the EIN of SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN is 94-2541328.
- Is SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN?
- The 990 for the year ended June 30, 2025 names RICK WERNER.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,671,985, expenses of $135,141,651 and total assets of $216,466,087 at year end.
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