Nonprofit · EIN 94-2784001
OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $330,628,678 | $391,668,361 | -$61,039,683 | $822,213,394 | $307,103,154 | $515,110,240 |
| December 31, 2023 | 990 | $339,034,216 | $290,151,815 | $48,882,401 | $805,216,624 | $253,322,063 | $551,894,561 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $310,791,847
- Investment income
- $19,501,846
- Net gain from sales of assets
- -$6,283,983
- Other revenue
- $334,985
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $378,040,073
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $42,014
- Professional fundraising fees
- $0
- Legal fees
- $146,973
- Accounting fees
- $116,950
Balance sheet and other
- Total assets, start of year
- $805,216,624
- Total assets, end of year
- $822,213,394
- Total liabilities, end of year
- $307,103,154
- Net assets, end of year
- $515,110,240
- Publicly traded securities
- $549,098,913
- Gross receipts
- $887,257,308
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN J ALBANESE | TRUSTEE Trustee or director | 5 | $0 |
| FG CROSTHWAITE | TRUSTEE(FORMER) Trustee or director | 5 | $0 |
| THOMAS HOLSMAN | TRUSTEE Trustee or director | 5 | $0 |
| TOM SQUERI | TRUSTEE Trustee or director | 5 | $0 |
| JAMES E MURRAY | CO-CHAIRMAN Trustee or director | 5 | $0 |
| MARK SWANEY | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL VLAMING | TRUSTEE Trustee or director | 5 | $0 |
| JUSTIN DISTON | TRUSTEE Trustee or director | 5 | $0 |
| BRUCE NOEL | TRUSTEE Trustee or director | 5 | $0 |
| DAN REDING | CO-CHAIRMAN Trustee or director | 5 | $0 |
| JIM JACOBS | TRUSTEE Trustee or director | 5 | $0 |
| NATE TUCKER | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL BATTAINI | TRUSTEE Trustee or director | 5 | $0 |
| CHARLIE WARREN | TRUSTEE Trustee or director | 5 | $0 |
| DAVID STANTON | TRUSTEE Trustee or director | 5 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HARRISON | TRUSTEE Trustee or director | 5 | $0 |
| PATTY DUTRA BRUCE | trustee Trustee or director | 5 | $0 |
| FRANK WILLIAMS | TRUSTEE(FORMER) Trustee or director | 5 | $0 |
| GARRET UPDIKE | TRUSTEE(FORMER) Trustee or director | 5 | $0 |
| BRANDON DEW | TRUSTEE Trustee or director | 5 | $0 |
| CHARLES LAVERY | TRUSTEE Trustee or director | 5 | $0 |
| JOHN RECTOR | TRUSTEE Trustee or director | 5 | $0 |
| JENNA CARLSON | TRUSTEE Trustee or director | 5 | $0 |
| JEFF COCHRAN | TRUSTEE Trustee or director | 5 | $0 |
| KURTIS FRAILEY | TRUSTEE Trustee or director | 5 | $0 |
| DEAN FADEFF | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN J ALBANESE | TRUSTEE Trustee or director | 5 | $0 |
| FG CROSTHWAITE | TRUSTEE Trustee or director | 5 | $0 |
| THOMAS HOLSMAN | TRUSTEE Trustee or director | 5 | $0 |
| TOM SQUERI | TRUSTEE Trustee or director | 5 | $0 |
| JAMES E MURRAY | CO-CHAIRMAN Trustee or director | 5 | $0 |
| MARK SWANEY | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL VLAMING | TRUSTEE Trustee or director | 5 | $0 |
| JUSTIN DISTON | TRUSTEE Trustee or director | 5 | $0 |
| BRUCE NOEL | TRUSTEE Trustee or director | 5 | $0 |
| STEVE INGERSOLL | TRUSTEE Trustee or director | 5 | $0 |
| DAN REDING | CO-CHAIRMAN Trustee or director | 5 | $0 |
| JIM JACOBS | TRUSTEE Trustee or director | 5 | $0 |
| NATE TUCKER | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL BATTAINI | TRUSTEE Trustee or director | 5 | $0 |
| CHARLIE WARREN | TRUSTEE Trustee or director | 5 | $0 |
| DAVID STANTON | TRUSTEE Trustee or director | 5 | $0 |
| DAVID HARRISON | TRUSTEE Trustee or director | 5 | $0 |
| PATTY DUTRA BRUCE | trustee Trustee or director | 5 | $0 |
| FRANK WILLIAMS | TRUSTEE Trustee or director | 5 | $0 |
| GARRET UPDIKE | TRUSTEE Trustee or director | 5 | $0 |
| BRANDON DEW | TRUSTEE Trustee or director | 5 | $0 |
| CHARLES LAVERY | TRUSTEE Trustee or director | 5 | $0 |
| JOHN RECTOR | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 11724 NE 195TH ST STE 300, BOTHELL, WA 98011-3568
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- DAN REDING, 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502
- Signed the 990
- DAN REDING, CO-CHAIRMAN
- Phone
- (510) 671-8800
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2784001
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $822,213,394
- Income (IRS master file)
- $887,257,308
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $330,628,678 | $391,668,361 | $822,213,394 | XML |
| 990 | December 2023 | $339,034,216 | $290,151,815 | $805,216,624 | XML |
| 990 | December 2022 | $323,160,664 | $326,946,175 | $757,531,768 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-2784001).
Questions about OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND is 94-2784001.
- Is OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 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 OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names DAN REDING.
- Who are the officers and directors of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $330,628,678, expenses of $391,668,361 and total assets of $822,213,394 at year end.
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