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Nonprofit · EIN 94-3217575

LABOR ALLIANCE MANAGED TRUST FUND

Tax-exempt · PLEASANTON, CA 94566

Financials

$210.4M$199.2M2022$255.2M$242.8M2023$283.1M$273.2M2024
Revenue Expenses · by fiscal year end
Financials of LABOR ALLIANCE MANAGED TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$283,081,074$273,201,455$9,879,619$94,543,677$22,522,840$72,020,837
March 31, 2024990$255,192,767$242,815,107$12,377,660$83,406,099$22,209,005$61,197,094
March 31, 2023990$210,405,027$199,239,984$11,165,043$64,549,546$18,456,000$46,093,546
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$280,216,541
Investment income
$2,864,533
Net gain from sales of assets
$93,233
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$266,841,524
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$80,693
Accounting fees
$347,133

Balance sheet and other

Total assets, start of year
$83,406,099
Total assets, end of year
$94,543,677
Total liabilities, end of year
$22,522,840
Net assets, end of year
$72,020,837
Publicly traded securities
$69,070,084
Gross receipts
$312,500,902
Employees
0
Volunteers
0
Year formed
1995
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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Carlos BarnettTrustee
Trustee or director
1.5$0
Larry ValentiTrustee
Trustee or director
1.5$0
Chuck MartinTrustee
Trustee or director
1.5$0
Robert FrancinTrustee
Trustee or director
1.5$0
frank SEVILLAtrustee
Trustee or director
1.5$0
VICTOR MINEROSTrustee
Trustee or director
1.5$0
Lyle McVicarTrustee
Trustee or director
1.5$0
Eric JimenezTrustee
Trustee or director
1.5$0
see sCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended March 31, 2024: 9 people
NameTitleHours / weekCompensation
Carlos BarnettTrustee
Trustee or director
1.5$0
Larry ValentiTrustee
Trustee or director
1.5$0
Chuck MartinTrustee
Trustee or director
1.5$0
Robert FrancinTrustee
Trustee or director
1.5$0
frank SEVILLAtrustee
Trustee or director
1.5$0
VICTOR MINEROSTrustee
Trustee or director
1.5$0
Lyle McVicarTrustee
Trustee or director
1.5$0
Eric JimenezTrustee
Trustee or director
1.5$0
see sCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended March 31, 2023: 9 people
NameTitleHours / weekCompensation
Carlos BarnettTrustee
Trustee or director
1.5$0
Larry ValentiTrustee
Trustee or director
1.5$0
Chuck MartinTrustee
Trustee or director
1.5$0
Robert FrancinTrustee
Trustee or director
1.5$0
frank SEVILLAtrustee
Trustee or director
1.5$0
VICTOR MINEROSTrustee
Trustee or director
1.5$0
Lyle McVicarTrustee
Trustee or director
1.5$0
Eric JimenezTrustee
Trustee or director
1.5$0
see sCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1181 QUARRY LN STE 400, PLEASANTON, CA 94566-4790
In care of
% DMC INSURANCE ADMIN INC
Principal officer (990 for 2024)
LARRY VALENTI, 1181 Quarry Lane 400, Pleasanton, CA 945660075
Signed the 990
LARRY VALENTI, TRUSTEE
Phone
(925) 426-3553
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3217575 or by the name LABOR ALLIANCE MANAGED TRUST FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HOSPITAL AND HEALTH BENEFITS TO PARTICIPANTS IN A MULTIEMPLOYER PLAN.

990 for the year ended March 31, 2025

Program accomplishments

  • PROVIDED MEDICAL, RX, DENTAL, LIFE BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT, CHIROPRACTIC AND VISION CARE TO PARTICIPANTS AND THEIR DEPENDENTS IN A 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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
94-3217575
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$94,543,677
Income (IRS master file)
$312,500,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$283,081,074$273,201,455$94,543,677XML
990March 2024$255,192,767$242,815,107$83,406,099XML
990March 2023$210,405,027$199,239,984$64,549,546XML
990March 2022$181,714,492$175,459,814$51,349,525IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 94-3217575).

Questions about LABOR ALLIANCE MANAGED TRUST FUND

What is the EIN of LABOR ALLIANCE MANAGED TRUST FUND?
The employer identification number (EIN) of LABOR ALLIANCE MANAGED TRUST FUND is 94-3217575.
Is LABOR ALLIANCE MANAGED TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to LABOR ALLIANCE MANAGED TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LABOR ALLIANCE MANAGED 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 LABOR ALLIANCE MANAGED TRUST FUND due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LABOR ALLIANCE MANAGED TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of LABOR ALLIANCE MANAGED TRUST FUND?
The 990 for the year ended March 31, 2025 names LARRY VALENTI.
Who are the officers and directors of LABOR ALLIANCE MANAGED TRUST FUND?
The 990 for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does LABOR ALLIANCE MANAGED TRUST FUND have?
On its 990 for the year ended March 31, 2025 it reported revenue of $283,081,074, expenses of $273,201,455 and total assets of $94,543,677 at year end.

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