← ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2024

Filed by ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND.

Totals

Total revenue: $47,221,038
Total expenses: $48,846,315
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $45,361,567
Investment income: $1,859,471
Other revenue: $0
Total assets, end of year: $76,483,857
Total liabilities, end of year: $17,212,552
Net assets or fund balances, end of year: $59,271,305
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 $42,559,727 · related or exempt $42,559,727 · unrelated business $0 · excluded $0
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

total $2,801,840 · related or exempt $2,801,840 · unrelated business $0 · excluded $0
3 · Investment income

total $2,049,173 · related or exempt $0 · unrelated business $0 · excluded $2,049,173
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0
7a · Gross sales of assets other than inventory

securities $34,737,282
7b · Less cost or other basis and sales expenses

securities $34,926,984
7c · Gain or loss

securities -$189,702
7d · Net gain or loss

total -$189,702 · related or exempt $0 · unrelated business $0 · excluded -$189,702
8a · Fundraising events: gross income

$0
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $0
3 · Grants to foreign organizations and individuals

total $0
4 · Benefits paid to or for members

total $47,042,499
5 · Compensation of officers, directors and key employees

total $0
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $0
8 · Pension plan contributions

total $0
9 · Other employee benefits

total $0
10 · Payroll taxes

total $0
11a · Fees: management

total $1,103,769
11b · Fees: legal

total $43,496
11c · Fees: accounting

total $52,515
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $193,730
11g · Fees: other

total $85,911
12 · Advertising and promotion

total $0
13 · Office expenses

total $58,790
14 · Information technology

total $0
15 · Royalties

total $0
16 · Occupancy

total $2,760
17 · Travel

total $0
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $11,531
20 · Interest

total $0
21 · Payments to affiliates

total $0
22 · Depreciation, depletion and amortization

total $0
23 · Insurance

total $26,206
24a · Other expenses: PCORI FEE

total $16,261
24b · Other expenses: SERVICE CORP FEES

total $166,555
24c · Other expenses: MISCELLANEOUS EXPENSES

total $42,292

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $7,119,428 · end of year $4,643,077
2 · Savings and temporary cash investments

beginning of year $7,327,729 · end of year $5,126,846
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $4,707,443 · end of year $4,865,996
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $21,679 · end of year $20,549
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $51,838,468 · end of year $56,737,202
12 · Investments: other securities

beginning of year $5,729,566 · end of year $5,090,187
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $129,152 · end of year $16,675
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $16,133,991 · end of year $17,195,877
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 $60,481,170 · end of year $59,271,305

Mission and programs · 2024

Mission

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

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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Greg BonatoGREG BONATO

LABOR TRUSTEE

Total calculated

$323,487

From this org

$0

From related orgs

$232,355

Other

$91,132

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $231,719 related

Bonus

$0

Other

$0 + $636 related

Deferred

$0 + $51,539 related

Nontaxable benefits

$0 + $39,593 related

Filer's total

$0 + $323,487 related
Jason GumataotaoJASON GUMATAOTAO

LABOR TRUSTEE

Total calculated

$293,651

From this org

$0

From related orgs

$202,519

Other

$91,132

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $201,820 related

Bonus

$0

Other

$0 + $699 related

Deferred

$0 + $51,539 related

Nontaxable benefits

$0 + $39,593 related

Filer's total

$0 + $293,651 related
Gorgina HalaufiaGORGINA HALAUFIA

LABOR TRUSTEE

Total calculated

$293,600

From this org

$0

From related orgs

$202,468

Other

$91,132

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $201,820 related

Bonus

$0

Other

$0 + $648 related

Deferred

$0 + $51,539 related

Nontaxable benefits

$0 + $39,593 related

Filer's total

$0 + $293,600 related
Dustin BakerDUSTIN BAKER

LABOR TRUSTEE

Total calculated

$29,145

From this org

$0

From related orgs

$19,068

Other

$10,077

Hours/week

1 + 4 related
John AguileraJOHN AGUILERA

LABOR TRUSTEE

Total calculated

$18,840

From this org

$0

From related orgs

$12,181

Other

$6,659

Hours/week

1 + 4 related
Greg ArmstrongGREG ARMSTRONG

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1
Michael BoehmerMICHAEL BOEHMER

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1
Chuck NunezCHUCK NUNEZ

MANAGEMENT TRUSTEE

Total calculated

$0

Hours/week

1
Scot VanbuskirkSCOT VANBUSKIRK

MANAGEMENT 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

ALAMEDA CO JATC
IBEW LOCAL 595
NECANORTHERN CA CHAPTER
SAN JOAQUINSTOCKTON JATC
OAKLAND HOUSING AUTHORITY

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

BIG VALLEY ELECTRIC
MEGALECTRIC ELECTRICAL

Related corporations and trusts

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

AMS ELECTRIC
BECI ELECTRIC INC
BEI CONSTRUCTION INC
BLOCKA CONSTRUCTION
BOCKMON & WOODY ELEC
BRAYER ELECTRIC
CBF INC
CENTRAL SIERRA
CONTINENTAL ELECTRIC
CUPERTINO ELECTRIC INC
D W NICHOLSON CORP
DAWSON ELECTRIC
EMCORMESA ENERGY SYSTEMS
GILLS ELECTRIC CO
HOTLINE CONSTRUCTION INC
L & H AIRCO
METROPOLITAN ELEC CONST
RED TOP (EMERYVILLE)
SMITH & SONS ELECTRIC
WATSON ELECTRIC INC
ATLASPELLIZZARI ELECT
BANISTER ELECTRIC
BASS ELECTRIC
COLEVAN ELECTRIC INC
COLLINS ELECTRIC INC
COLUMBIA ELECTRIC
CON J FRANKE ELECTRIC
DECKER ELECTRIC CO INC
DEL MONTE ELECTRIC
DESIGN ELECTRIC
EAGLE ELECTRIC
GREGERSEN ELECTRIC CO
HVAC CONTROLS CORP
INDUSTRIAL ELECTRIC
MAXIMUM ELECTRIC
MCPEAK ELECTRIC
MIKE BROWN ELECTRIC
PALMER ELECT
POINT ONE ELECTRICAL SYS
SAN JOAQUIN ELECTRIC
SHIMMICK CONSTRUCTION CO INC
SPRIG ELECTRIC
SYSERCO INC
SYSTEMS MECHANICAL
THERMA CORP
VINCENT ELECTRIC
W BRADLEY ELECTRIC INC
WHITTINGTON ELECT
ADVANCED LIGHTING SERVICES INC
AIR SYSTEMS INC
AKIMA LLC
ALDRIDGE ELECTRIC INC
AMP ELECTRIC
ANVIL POWER INC
BAXTER ELECTRIC
BEAMANS ELECTRIC
BEAR ELECTRICAL SOLUTIONS
BIRDI CONSTRUCTION INC
BME ELECTRICAL CONSTRUCTION INC
C H REYNOLDS ELECTRIC INC
CALIFORNIA PLUS ENGINEERING
CAMPBELL FAMILY ELECTRIC
CENTRAL VALLEY ELECTRIC INC
CN O'NEILL ELECTRIC INC
CONTRA COSTA ELECT
CONTROL SOLUTIONS
CROCKETT ELECTRIC
CSI ELECTRICAL CONTRACTORS INC
DECKER ELECTRIC INC (WICHITA KS)
DECOTECH SYSTEMS INC
DIGITAL DESIGN COMMUNICT
DIRECT DIGITAL CONTROLS
DMZ BUILDERS
DYNAMIC GENERATOR SERVICE INC
EDWARD W SCOTT ELECTRIC
ELCOR ELECTRIC
ELECTRICRAFT INC
ELITE POWER INC
ELOCIN CONSTRUCTION CO
ENVISE
FULL SERVICE ELECTRIC LLC
FUSION ELECTRIC INC
GRAND ELECTRIC & CONSTRUCTION CO
H A BOWEN ELECTRIC
HAMILTON & DILLON ELECT
HANGTOWN ELECTRIC
HI-VOLTAGE SPLICING CO INC
HOWE ELECTRIC
IBEW L595LOST WAGES
INTERMOUNTAIN ELECTRIC COMPANY
J & A ELECTRIC INC
J D CAHILL ELECTRIC
JEMA & COMPANY
KAISER
LONG ELECTRIC COMPANY
MCCLURE ELECTRIC INC - SF
MCGRATH ELECTRIC INC
MCKEE AND COMPANY ELECTRIC
MCMILLAN ELECTRIC
MDE NORTH INC
MORROW MEADOWS CORP
N2 ELECTRIC INC
NET ELECTRIC INC
NEWTRON INC
NILES ELECTRIC CO
NORTHERN ELECTRIC INC
OEG INC
OLSON ELECTRICAL SERVICES
OMSTEAD ELECTRIC CONSTRUCTION
PACIFIC EXCAVATION
PACIFIC METRO ELECTRIC
PACIFIC RACING ASSOC
PAGANINI ELECTRIC CO
PERRY ELECTRIC INC
PFEIFFER ELECTRIC
PRESIDIO SYSTEMS INC
PRESTON ELECTRIC LLC
PRO-CAL ELECTRICAL CONTRACTING
PROFESSIONAL TELECOMMUNICATIONS SERVICES
QUALITY CONSTR SERVICES
R C ELECTRIC
RAY'S ELECTRIC
RED DIPPER INC
REDWOOD ELECTRIC GROUP
ROSENDIN ELECTRIC
ROYAL ELECTRIC
S D ELECTRIC
SAC VALLEY ELECTRIC
SCHETTER ELECTRIC LLC
SILMAN CONSTRUCTION
ST FRANCIS ELECT
STRATEGIC MECHANICAL INC
SUPERIOR ELECTRIC INC
TAFT ELECTRIC COMPANY
TENNYSON ELECTRIC INC
TRI COUNTY POWER & AUTOMATION INC
TRI-BAY ELECTRIC INC
TRI-NOVA INC
TRYCO ELECTRIC INC
TULUM SYSTEMS
WELLS GLOBAL WEST LLC
WILHITE ELECTRIC
WIRE TECH ELECTRIC INC
YOTTA ELECTRICAL SERVICES INC
YOUNG ELECTRIC CO
3D TECHNICAL SERVICES INC
ADVANCED TECHNOLOGY INC
BRIGHTEN UP ELECTRIC
CLE ELECTRIC INC
CROSSTOWN ELECTRICAL & DATA INC
DC ELECTRICAL GROUP INC
EMIL J WEBER ELECT
GENTEC SERVICES INC
LE ELECTRIC INC
LIFFEY ELECTRIC INC
MEL ELECTRIC INC
OBR ELECTRIC
P B ELECTRIC INC
SARGENT ELECTRIC COMPANY
SIERRA ELECTRIC CO
SILVER CREEK CONSTRUCTION INC
STUDEBAKER BROWN ELECTRIC INC
U S ELECTRIC TECHNOLOGIES INC
WATERWORKS INDUSTRIES INC
WILD ELECTRIC
MARK OLSON ELECTRIC INC
PACIFIC INDUSTRIAL ELECTRIC
MEGA ELECTRIC & PV
AMPLE ELECTRIC
ANDERSON NU POWER CO
BAY ELECTRICAL SERVICE TECHNICIANS
BHOGAL BROTHERS CONSTRUCTION INC
BOOTH ELECTRIC
CAL-PACIFIC CONSTRUCTION INC
CDCR - NORTHERN YOUTH REGION
CHULA VISTA ELECTRIC CO
CONTI CORPORATION
CORROSION INTEGRITY LLC
GENERAL LIGHTING SERVICE INC
GREEN LEAF SOLAR & ELECTRIC
IMP ELECTRICAL & AUTOMATION SOLUTIONS
J V ELECTRIC
LAKESHORE ELECTRIC & ENGINEERING
LEED ELECTRIC INC
MB HERZOG ELECTRIC
POWER TELECOMM & SECURITY INC
RADMAN ELECTRIC
ROOK ELECTRIC
SADLERCO ELECTRIC
SIGAL UTILITY
STOCKMAN'S ENERGY
STRATEGIC MECHANICAL INC
SYNERGY 768 ELECTRIC LLC
TAFT ELECTRIC COMPANY
TDN ELECTRIC INC
TENNYSON ELECTRIC INC
TRIDENT ELECTRIC
VOLTRON ELECTRIC INC

Provenance

Return type: form_990
Tax year: 2024
Filed: 3 December 2025
IRS schema version: 2024v5.2
Source object: 202543399349300124

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