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Nonprofiteer
← ABC CALIFORNIA HEALTH TRUST

Form 990 for tax year 2023

Filed by ABC CALIFORNIA HEALTH TRUST.

Totals

Total revenue
$18,663,736
Total expenses
$18,369,073
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,532,461
Investment income
$131,275
Other revenue
$0
Total assets, end of year
$8,650,108
Total liabilities, end of year
$2,752,023
Net assets or fund balances, end of year
$5,898,085
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $18,441,220 · related or exempt $18,441,220

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $91,241 · related or exempt $91,241

  • 3 · Investment income

    total $151,446 · unrelated business $151,446

  • 7a · Gross sales of assets other than inventory

    securities $727,805

  • 7b · Less cost or other basis and sales expenses

    securities $747,976

  • 7c · Gain or loss

    securities -$20,171

  • 7d · Net gain or loss

    total -$20,171 · unrelated business -$20,171

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $16,545,153

  • 11a · Fees: management

    total $438,924

  • 11b · Fees: legal

    total $171,574

  • 11c · Fees: accounting

    total $46,980

  • 11f · Fees: investment management

    total $17,320

  • 24a · Other expenses: BROKER FEES

    total $842,571

  • 24b · Other expenses: INCOME TAX EXPENSE

    total $281,287

  • 24c · Other expenses: OTHER ADMIN. FEES

    total $25,264

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,330,238 · end of year $1,738,717

  • 2 · Savings and temporary cash investments

    beginning of year $66,379 · end of year $58,635

  • 4 · Accounts receivable

    beginning of year $941,867 · end of year $901,405

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,544 · end of year $5,648

  • 11 · Investments: publicly traded securities

    beginning of year $5,151,619 · end of year $5,945,703

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,035 · end of year $54,192

  • 25 · Other liabilities

    beginning of year $2,363,067 · end of year $2,697,831

  • 27 · Net assets without donor restrictions

    beginning of year $5,079,545 · end of year $5,898,085

Mission and programs · 2023

Mission

THE TRUST FUND IS INTENDED TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN (OR PLANS) FOR THE BENEFIT OF PARTICIPATING EMPLOYERS, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION.

Activities or mission (Part I)

PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO PARTICIPATING EMPLOYERS & EMPLOYEES

  • PROVIDE HEALTH BENEFITS FOR EMPLOYERS/EMPLOYEES AND THEIR COVERED DEPENDENTS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRENT DUSENBERRY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MIKE WEBB

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • EMILY HARTNETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEX GALICIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDRA MENDEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A STEP ABOVE

  • ABC SAN DIEGO

  • ACE ELECTRIC

  • ADVANCED PLUMBING

  • AGRI INC

  • AHRENS MECHANICAL

  • ALEXANDER PACIFIC

  • ALLSTATE ELECTRIC

  • ALPHA MECHANICAL

  • AMIRAULT ELECTRIC

  • ANTON ELECTRIC

  • APPLIED MECHANICAL

  • ATLAS MECHANICAL

  • BARRACK-NICKOLS CONTRACTING

  • BCP MECHANICAL

  • BERGELECTRIC

  • BILBRO CONSTRUCTION

  • BPI PLUMBING

  • BREWER CRANE & RIGGING INC

  • BRIAN COX MECHANICAL

  • BURNER SHEETMETAL

  • BUXCON SHEETMETAL

  • CACY ELECTRIC

  • CALRAY ELECTRIC

  • CAMERON BROTHERS COMPANY

  • CERTIFIED MECH SYSTEMS

  • CHALLENGER SHEETMETAL

  • CMT ALPINE ELECTRIC

  • COLLINS PLUMBING

  • COMMUNICATION WIRING SPECIALIST

  • CONCRETE CONTRACTORS INTERSTATE

  • COUNTYWIDE MECHANICAL

  • CRAFTSMAN ELECTRIC

  • C-RAY INC

  • CSM PLUMBING

  • CUYAMACA CONSTRUCTION

  • DAVIS FRAMING

  • DAVIS MECHANICAL

  • DICK MILLER INC

  • DIVISION 8

  • EHMCKE SHEETMETAL

  • ELECTRON & TELECOM

  • ENSLEY ELECTRIC

  • FINNER ELECTRIC

  • FREDERICKS ELECTRIC

  • H & D CONSTRUCTION

  • HELFERS ELECTRIC CO

  • HELIX ELECTRIC

  • HELIX MECHANICAL

  • HES SOLAR

  • HOLTVILLE AC

  • HPS MECHANICAL

  • HR PLUMBING

  • ICKLER ELECTRIC

  • INDUSTRIAL COMMUNICATIONS

  • INTERPIPE CONTRACTING

  • ITI CABLING

  • JJJ ENTERPRISE

  • JPI DEVELOPMENT

  • LASER ELECTRIC

  • LIGHTWERKS -A

  • LOW VOLTAGE INTEGRATED

  • MARCON ENGINEERING

  • MASON BLICK ELECTRIC

  • MAXIM CONST CO

  • MCCLURE MECHANICAL SYSTEMS INC

  • MECH ONE INC

  • MJC ELECTRIC

  • MODERN MASONRY

  • MW MECHANICAL

  • NEW WAVE ELECTRIC

  • PACIFIC RIM MECHANICAL

  • PALADIN TECHNOLOGIES

  • PARADIGM MECHANICAL

  • PATHWAY COMMUNICATIONS

  • PAUL J CONSTRUCTION

  • PEG ENTERPRISES

  • PELTZER PLUMBING

  • PERFORMANCE AUTO

  • PIPE TRADES

  • PRIME ELECTRICAL SERVICES

  • PRO-CRAFT CONSTRUCTION

  • PROGRESSIVE ELECTRIC CO

  • PWC INC

  • PYROCOMM SYSTEMS

  • RE STAITE ENGINEERING INC

  • RANBAR PLUMBING

  • RED HAWK FIRE

  • RL FICK & SON PLUMBING

  • ROCK ELECTRIC

  • ROWAN ELECTRIC

  • SAN DIEGO MECHANICAL

  • SASS ELECTRIC

  • SCHULTZ AUDIO

  • SCOTT MICHAEL

  • SHERWOOD MECHANICAL

  • SIMPSON MECHANICAL

  • SJ ELECTRIC

  • SLAYTON MECHANICAL

  • SOURCE ONE ELECTRICAL

  • SOUTHCOAST HEATINGAMS

  • SOUTHLAND MECHANICAL

  • STANDARD ELECTRONICS

  • STEELCORE ELECTRIC

  • STRANG HEATING

  • SW CONSTRUCTION

  • TEL TECH PLUS

  • TETRAD CONTRACTING

  • VASQUEZ CONSTRUCTION COMPANY

  • VECTOR USA

  • W R ROBBINS

  • WALTER N COFFMAN

  • WEST COAST AIR

  • WEST COAST FIRE & INTEGRATED

  • WEST COUNTY MECHANICAL

  • WEST POINT MECHANICAL

  • WESTERN BAY SHEETMETAL

  • WESTERN PUMP

  • WEST-TECH

  • ZLM MECHANICAL

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413179349301646

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