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Nonprofit · EIN 94-6096327

OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND

Tax-exempt · BOTHELL, WA 98011

Financials

$125.7M$114.1M2023$125.3M$123.5M2024
Revenue Expenses · by fiscal year end
Financials of OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$125,268,149$123,459,429$1,808,720$295,309,473$14,589,515$280,719,958
December 31, 2023990$125,705,324$114,139,978$11,565,346$283,590,262$11,674,974$271,915,288
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$117,791,030
Investment income
$7,031,461
Net gain from sales of assets
-$1,856,725
Other revenue
$445,658

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$115,185,971
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$46,018
Accounting fees
$48,900

Balance sheet and other

Total assets, start of year
$283,590,262
Total assets, end of year
$295,309,473
Total liabilities, end of year
$14,589,515
Net assets, end of year
$280,719,958
Publicly traded securities
$183,241,475
Gross receipts
$293,627,829
Employees
0
Volunteers
0
Year formed
1962
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.

NameTitleHours / weekCompensation
KEVIN J ALBANESETRUSTEE
Trustee or director
2$0
THOMAS HOLSMANTRUSTEE
Trustee or director
2$0
TOM SQUERITRUSTEE
Trustee or director
2$0
LANCE INOUYETRUSTEE
Trustee or director
2$0
JAMES E MURRAYCO-CHAIRMAN
Trustee or director
2$0
JUSTIN DISTONTRUSTEE
Trustee or director
2$0
DAVID R STANTONTRUSTEE
Trustee or director
2$0
BRUCE NOELTRUSTEE
Trustee or director
2$0
DAN REDINGCO-CHAIRMAN
Trustee or director
2$0
GARRET UPDIKETRUSTEE(FORMER)
Trustee or director
2$0
NATE TUCKERTRUSTEE
Trustee or director
2$0
FG CROSTHWAITETRUSTEE(FORMER)
Trustee or director
2$0
DAVID HARRISONTRUSTEE
Trustee or director
2$0
FRANK WILLIAMSTRUSTEE(FORMER)
Trustee or director
2$0
PATTY DUTRA BRUCETRUSTEE
Trustee or director
2$0
8 more people on this return
NameTitleHours / weekCompensation
CHARLES LAVERYTRUSTEE
Trustee or director
2$0
BRANDON DEWTRUSTEE
Trustee or director
2$0
JOHN RECTORTRUSTEE
Trustee or director
2$0
JIM JACOBSTRUSTEE
Trustee or director
2$0
JENNA CARLSONTRUSTEE
Trustee or director
2$0
JEFF COCHRANTRUSTEE
Trustee or director
2$0
KURTIS FRAILEYTRUSTEE
Trustee or director
2$0
DEAN FADEFFTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensation
KEVIN J ALBANESETRUSTEE
Trustee or director
2$0
THOMAS HOLSMANTRUSTEE
Trustee or director
2$0
TOM SQUERITRUSTEE
Trustee or director
2$0
LANCE INOUYETRUSTEE
Trustee or director
2$0
JAMES E MURRAYCO-CHAIRMAN
Trustee or director
2$0
JUSTIN DISTONTRUSTEE
Trustee or director
2$0
DAVID R STANTONTRUSTEE
Trustee or director
2$0
BRUCE NOELTRUSTEE
Trustee or director
2$0
STEVE INGERSOLLTRUSTEE
Trustee or director
2$0
DAN REDINGCO-CHAIRMAN
Trustee or director
2$0
GARRET UPDIKETRUSTEE
Trustee or director
2$0
NATE TUCKERTRUSTEE
Trustee or director
2$0
FG CROSTHWAITETRUSTEE
Trustee or director
2$0
DAVID HARRISONTRUSTEE
Trustee or director
2$0
FRANK WILLIAMSTRUSTEE
Trustee or director
2$0
PATTY DUTRA BRUCETRUSTEE
Trustee or director
2$0
CHARLES LAVERYTRUSTEE
Trustee or director
2$0
BRANDON DEWTRUSTEE
Trustee or director
2$0
JOHN RECTORTRUSTEE
Trustee or director
2$0
JIM JACOBSTRUSTEE
Trustee or director
2$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-chair
Phone
(510) 671-8800
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-6096327
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$295,309,473
Income (IRS master file)
$293,627,829

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$125,268,149$123,459,429$295,309,473XML
990December 2023$125,705,324$114,139,978$283,590,262XML
990December 2022$119,278,066$103,050,897$267,935,818IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 94-6096327).

Questions about OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND

What is the EIN of OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND?
The employer identification number (EIN) of OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND is 94-6096327.
Is OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE 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 UNION 3 PENSIONED HEALTH & WELFARE 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 UNION 3 PENSIONED HEALTH & WELFARE 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 UNION 3 PENSIONED HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 names DAN REDING.
Who are the officers and directors of OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 23 people; 0 received compensation from the organization.
How much revenue does OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $125,268,149, expenses of $123,459,429 and total assets of $295,309,473 at year end.

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