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Nonprofit · EIN 94-6085740

ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND

Tax-exempt · PLEASANTON, CA 94566

Financials

$45.7M$42.9M2023$47.2M$48.8M2024
Revenue Expenses · by fiscal year end
Financials of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990$47,221,038$48,846,315-$1,625,277$76,483,857$17,212,552$59,271,305
January 31, 2024990$45,677,516$42,908,391$2,769,125$76,744,313$16,263,143$60,481,170
Financial details: 990 for the year ended January 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$45,361,567
Investment income
$1,859,471
Net gain from sales of assets
-$189,702
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$47,042,499
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$43,496
Accounting fees
$52,515
Occupancy
$2,760

Balance sheet and other

Total assets, start of year
$76,744,313
Total assets, end of year
$76,483,857
Total liabilities, end of year
$17,212,552
Net assets, end of year
$59,271,305
Publicly traded securities
$56,737,202
Gross receipts
$82,148,022
Employees
0
Volunteers
0
Year formed
1955
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 January 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
GREG BONATOLABOR TRUSTEE
Trustee or director
1$0$232,355$91,132
JASON GUMATAOTAOLABOR TRUSTEE
Trustee or director
1$0$202,519$91,132
GORGINA HALAUFIALABOR TRUSTEE
Trustee or director
1$0$202,468$91,132
DUSTIN BAKERLABOR TRUSTEE
Trustee or director
1$0$19,068$10,077
JOHN AGUILERALABOR TRUSTEE
Trustee or director
1$0$12,181$6,659
GREG ARMSTRONGMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
MICHAEL BOEHMERMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
CHUCK NUNEZMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
SCOT VANBUSKIRKMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
990 for the year ended January 31, 2024: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
GREG BONATOLABOR TRUSTEE
Trustee or director
1$0$222,796$87,370
JASON GUMATAOTAOLABOR TRUSTEE
Trustee or director
1$0$194,289$87,370
GORGINA HALAUFIALABOR TRUSTEE
Trustee or director
1$0$194,193$87,370
DUSTIN BAKERLABOR TRUSTEE
Trustee or director
1$0$14,345$8,023
JOHN AGUILERALABOR TRUSTEE
Trustee or director
1$0$9,672$5,293
GARY WOODYMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
GREG ARMSTRONGMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
MICHAEL BOEHMERMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0
SARAH ORGILLMANAGEMENT TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
In care of
% BENESYS ADMINISTRATORS
Principal officer (990 for 2024)
GREG ARMSTRONG, 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566
Signed the 990
GREG BONATO, trustee
Phone
(925) 208-9999
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6085740 or by the name ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND.

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

Mission

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.

990 for the year ended January 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.

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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

IRS record

EIN
94-6085740
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1955
Accounting year ends
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$76,483,857
Income (IRS master file)
$82,148,022

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2025$47,221,038$48,846,315$76,483,857XML
990January 2024$45,677,516$42,908,391$76,744,313XML
990January 2023$46,404,305$41,931,773$74,774,734IRS
990January 2022–––IRS
990January 2021–––IRS
990January 2019–––IRS
990January 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 94-6085740).

Questions about ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND

What is the EIN of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND is 94-6085740.
Is ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
Are donations to ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ELECTRICAL WORKERS HEALTH & 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 ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2025.
Who is the principal officer of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended January 31, 2025 names GREG ARMSTRONG.
Who are the officers and directors of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended January 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND have?
On its 990 for the year ended January 31, 2025 it reported revenue of $47,221,038, expenses of $48,846,315 and total assets of $76,483,857 at year end.

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