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OCU HEALTH & WELFARE TRUST

EIN 26-1574455 COVINA, CA

Largest nonprofits in California

Revenue 2024
$123,830,070
Expenses 2024
$26,996,924

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
09
NTEE code
Y44
Classification
2000
Street
1055 PARK VIEW DR STE 111

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

20 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 111). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.

Activities or mission (Part I)

HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.

  • HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.

    Expenses $26,996,924

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Kurt Sulzbach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10
  • Dawn Feikema

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10
  • Megan Ortega

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10
  • John Fageaux

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10
  • Rex McNamara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10
  • Debbie Karmelich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $123,830,070
    Expenses
    $26,996,924
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $28,475,257
    Expenses
    $26,667,501
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $32,420,042
    Expenses
    $23,051,925
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $27,957,263
    Expenses
    $21,642,615
    Assets (EOY)
    $276,724,794
  • 2020 · 990

    Revenue
    $24,169,336
    Expenses
    $20,205,157
    Assets (EOY)
    $246,925,287
  • 2019 · 990

    Revenue
    $29,744,099
    Expenses
    $21,181,560
    Assets (EOY)
    $222,850,277
  • 2018 · 990

    Revenue
    $37,243,177
    Expenses
    $20,813,042
    Assets (EOY)
    $190,117,034
  • 2017 · 990

    Revenue
    $32,917,545
    Expenses
    $20,166,180
    Assets (EOY)
    $188,018,844
  • 2016 · 990

    Revenue
    $37,823,422
    Expenses
    $18,655,534
    Assets (EOY)
    $156,499,634
  • 2015 · 990

    Revenue
    $38,434,192
    Expenses
    $21,648,361
    Assets (EOY)
    $131,802,503
  • 2014 · 990

    Revenue
    $33,951,730
    Expenses
    $20,148,931
    Assets (EOY)
    $117,901,656
  • 2013 · 990

    Revenue
    $32,288,842
    Expenses
    $18,025,289
    Assets (EOY)
    $99,510,132
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $15,218,910
    Assets (EOY)
    $76,944,077

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • APM TERMINALS PACIFIC LTDTHE MAERSK INC

    C · INTERNATIONAL SHIPPING · CA

  • AMERICAN PRESIDENT LINES

    C · INTERNATIONAL SHIPPING · AZ

  • ZIM AMERICAN INTEGRATED SHIPPING

    C · INTERNATIONAL SHIPPING · CA

  • EVERGREEN SHIPPING AGENCY

    C · INTERNATIONAL SHIPPING · CA

  • CALIFORNIA UNITED TERMINALS

    C · INTERNATIONAL SHIPPING · CA

  • OOCL INC

    C · INTERNATIONAL SHIPPING · CA

  • INTERNATIONAL TRANSPORTATION SERVICE

    C · INTERNATIONAL SHIPPING · CA

  • LONG BEACH UNION

    C · INTERNATIONAL SHIPPING · CA

  • SSA TERMINALS

    C · INTERNATIONAL SHIPPING · WA

  • YUSSEN TERMINALS INC

    C · INTERNATIONAL SHIPPING · CA

  • COSCO AGENCIES

    C · INTERNATIONAL SHIPPING · CA

  • MATSON NAVIGATION COMPANY

    C · INTERNATIONAL SHIPPING · CA

  • MARINE TERMINALS

    C · INTERNATIONAL SHIPPING · CA

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.