Form 990 for tax year 2023
Filed by SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST.
Totals
- Total revenue
- $44,344,741
- Total expenses
- $51,215,211
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $43,658,632
- Investment income
- $682,348
- Other revenue
- $3,761
- Total assets, end of year
- $27,154,688
- Total liabilities, end of year
- $31,789,852
- Net assets or fund balances, end of year
- -$4,635,164
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $51,215,211
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: EMPLOYERS CONTRIBUTION
total $42,139,632 · related or exempt $42,139,632
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $1,519,000 · related or exempt $1,519,000
-
3 · Investment income
total $632,157 · excluded $632,157
-
7a · Gross sales of assets other than inventory
securities $17,586,111
-
7b · Less cost or other basis and sales expenses
securities $17,535,920
-
7c · Gain or loss
securities $50,191
-
7d · Net gain or loss
total $50,191 · excluded $50,191
-
11a · Other revenue: LIQUIDATED DAMAGES
total $3,361 · related or exempt $3,361
-
11b · Other revenue: MISCELLANEOUS INCOME
total $400 · related or exempt $400
-
11e · Other revenue, total
$3,761
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $46,838,275
-
11b · Fees: legal
total $191,347
-
11c · Fees: accounting
total $43,400
-
11f · Fees: investment management
total $246,378
-
13 · Office expenses
total $29,110
-
14 · Information technology
total $12,000
-
19 · Conferences, conventions and meetings
total $4,701
-
23 · Insurance
total $40,251
-
24a · Other expenses: ADMINISTRATIVE OFFICE E
total $1,618,621
-
24b · Other expenses: BLUE CROSS PPO FEES
total $792,632
-
24c · Other expenses: NAVITUS ADMINISTRATIVE
total $299,222
-
24d · Other expenses: DELTA DENTAL PLAN ADMIN
total $291,399
-
24e · All other expenses
total $807,875
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,035,092 · end of year $304,492
-
2 · Savings and temporary cash investments
beginning of year $4,216,700 · end of year $4,526,647
-
4 · Accounts receivable
beginning of year $3,884,666 · end of year $3,305,728
-
11 · Investments: publicly traded securities
beginning of year $6,399,468 · end of year $3,575,581
-
12 · Investments: other securities
beginning of year $14,808,243 · end of year $15,436,651
-
15 · Other assets
beginning of year $5,589 · end of year $5,589
-
17 · Accounts payable and accrued expenses
beginning of year $155,443 · end of year $161,393
-
25 · Other liabilities
beginning of year $28,131,992 · end of year $31,628,459
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,062,323 · end of year -$4,635,164
Mission and programs · 2023
Mission
TO PROVIDE MEDICAL, DENTAL AND VISION BENEFITS FOR PARTICIPANTS.
Activities or mission (Part I)
TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO THE PARTICIPANTS.
-
TO PROVIDE MEDICAL, DENTAL, VISION CARE, AND LIFE INSURANCE BENEFITS, PREMIUMS AND ADMINISTRATION TO PARTICIPANTS.
Expenses $51,215,211 · Revenue $43,662,393
As filed on the 2023 return.
Listed in Part VII
-
ANDY BERG
TRUSTEE/CHAIRMAN/SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
TRAVIS KOMESCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TED BAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TERRALYN HARTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOEL BASORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT DAVIES JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEREMY ABRAMS
TRUSTEE/CHAIRMAN/SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
CHANNEY DOUD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM CUMMING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL MOSS
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.
-
SAN DIEGO ELECTRICAL HEALTH AND WELFARE
501(C)(9) · H&W FUND · CA · controlled entity
-
SAN DIEGO ELECTRICAL PENSION TRUST
PENSION PLAN · CA · controlled entity
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.
-
SAN DIEGO ELECTRICAL INDUSTRY ADMINISTRATION CORPORATION
C · ADMINISTRATIVE SERVICES · CA
-
LIST OF CONTR ERS IS AVAIL AT THE PL OFC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512269349303096
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