Totals
- Total revenue
- $19,378,226
- Total expenses
- $18,471,181
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $18,874,607
- Investment income
- $503,619
- Other revenue
- $0
- Total assets, end of year
- $9,894,543
- Total liabilities, end of year
- $2,933,492
- Net assets or fund balances, end of year
- $6,961,051
- 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 $18,795,106 · related or exempt $18,795,106
-
2b · Program service revenue: COBRA CONTRIBUTIONS
total $79,501 · related or exempt $79,501
-
3 · Investment income
total $242,613 · unrelated business $242,613
-
7a · Gross sales of assets other than inventory
securities $891,314
-
7b · Less cost or other basis and sales expenses
securities $630,308
-
7c · Gain or loss
securities $261,006
-
7d · Net gain or loss
total $261,006 · unrelated business $261,006
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $16,675,697
-
11a · Fees: management
total $449,834
-
11b · Fees: legal
total $115,948
-
11c · Fees: accounting
total $45,413
-
11f · Fees: investment management
total $19,514
-
24a · Other expenses: BROKER FEES
total $849,440
-
24b · Other expenses: INCOME TAX EXPENSE
total $276,550
-
24c · Other expenses: OTHER ADMIN. FEES
total $35,109
-
24d · Other expenses: BANK FEES
total $3,676
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,738,717 · end of year $2,357,888
-
2 · Savings and temporary cash investments
beginning of year $58,635 · end of year $39,629
-
4 · Accounts receivable
beginning of year $901,405 · end of year $817,924
-
9 · Prepaid expenses and deferred charges
beginning of year $5,648 · end of year $3,217
-
11 · Investments: publicly traded securities
beginning of year $5,945,703 · end of year $6,675,885
-
17 · Accounts payable and accrued expenses
beginning of year $54,192 · end of year $55,954
-
25 · Other liabilities
beginning of year $2,697,831 · end of year $2,877,538
-
27 · Net assets without donor restrictions
beginning of year $5,898,085 · end of year $6,961,051
Mission and programs · 2024
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 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BRENT DUSENBERRY
CHAIR (LEFT 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
MIKE WEBB
SECRETARY (LEFT 5/24)
- Total calculated
- $0
- Hours/week
- 1
-
EMILY HARTNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALEX GALICIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KRISTINA LUBAN
TRUSTEE (LEFT 12/24)
- 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.
-
ASSOCIATED BUILDERS & CONTRACTORS OF SAN DIEGO
501(C)(6) · BUILDING INDUSTRY TRADE ORGANIZATION · CA
-
SAN DIEGO CHAPTER ABC TRAINING TRUST FUND
501(C)(3) · CONSTRUCTION APPRENTICESHIP TRAINING PROGRAMS · CA
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.
-
ACE ELECTRIC
-
ADVANCED PLUMBING
-
AHRENS MECHANICAL
-
ALLSTATE ELECTRIC
-
ALPHA MECHANICAL
-
ANDREWS BRO
-
APPLIED MECHANICAL
-
ATLAS MECH
-
ATR MECHANICAL
-
BARRACK-NICKOLS CONTRACTING
-
BCP MECHANICAL
-
BERGELECTRIC
-
BRIAN COX MECH
-
BURNER SHEETMETAL
-
BUXCON SHEETMETAL
-
CACY ELECTRIC
-
CALRAY ELECTRIC
-
CERTIFIED MECH SYSTEMS
-
CHALLENGER SHEETMETAL
-
CLIMATEC INC
-
CMT ALPINE ELECTRIC
-
COLLINS PLUMBING
-
COMMUNICATION WIRING SPECIALIST
-
COUNTYWIDE MECHANICAL
-
DAVIS MECHANICAL
-
EHMCKE SHEETMETAL
-
ELECTRON & TELECOM
-
ENSLEY ELECTRIC
-
ERA PLUMBING
-
FREDERICKS ELECTRIC
-
HELFERS ELECTRIC CO
-
HELIX MECHANICAL
-
HES SOLAR
-
HOLTVILLE AC
-
HPS MECHANICAL
-
HR PLUMBING
-
ICKLER ELECTRIC
-
INDUSTRIAL COMMUNICATIONS
-
INTERPIPE CONTRACTING
-
ITI CABLING
-
JPI DEVELOPMENT
-
LASER ELECTRIC
-
LIGHTWERKS -A
-
LOW VOLTAGE INTEGRATED
-
MECH ONE INC
-
MJC ELECTRIC
-
NEW WAVE ELECTRIC
-
PACIFIC RIM MECHANICAL
-
PALADIN TECHNOLOGIES
-
PARADIGM MECHANICAL
-
PATHWAY COMMUNICATIONS
-
PAUL J CONSTRUCTION
-
PEG ENTERPRISES
-
PELTZER PLUMBING
-
PERFORMANCE AUTO
-
PERFORMANCE PLUMBING
-
PIPE TRADES
-
POWER PRO PLUS
-
PREMIUM WEST
-
PRIME ELECTRICAL SERVICES
-
PRO-CRAFT CONSTRUCTION
-
PWC INC
-
PYROCOMM SYSTEMS
-
READY ELECTRIC
-
RED HAWK FIRE
-
RETROTECH SYSTEMS
-
RL FICK & SON PLUMBING
-
ROCK ELECTRIC
-
ROWAN ELECTRIC
-
SASS ELECTRIC
-
SCHULTZ AUDIO
-
SCOTT MICHAEL
-
SHERWOOD MECHANICAL
-
SJ ELECTRIC
-
SOURCE ONE ELECTRICAL
-
SOUTHCOAST HEATINGAMS
-
SOUTHWEST MECHANCIAL
-
STANDARD ELECTRONICS
-
STRANG HEATING
-
SW CONSTRUCTION
-
TEL TECH PLUS
-
TIME AND ALARM
-
VECTOR USA
-
W R ROBBINS
-
WEST COAST AIR
-
WEST POINT MECHANICAL
-
ZLM MECHANICAL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513219349325656
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