Nonprofits›Ocu Health & Welfare Trust
Mutual & Membership Benefit
Ocu Health & Welfare Trust
COVINA, CA
Total revenue
$123.8M
Total expenses
$27.0M
Net assets
$295.3M
Grants received
—
EIN
261574455
Tax year
2024
Mission
Health & welfare benefits provided to members whose employers contribute to the fund.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$25.8M
Investment income$98.1M
Other revenue—
Total revenue$123.8M
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$1.5M
Total expenses$27.0M
Total assets$297.7M
Net assets$295.3M
People
6 listed
NameRoleCompensation
KURT SULZBACH
TRUSTEE
Board
—
10 hrs/wk
DAWN FEIKEMA
TRUSTEE
Board
—
10 hrs/wk
MEGAN ORTEGA
TRUSTEE
Board
—
10 hrs/wk
JOHN FAGEAUX
TRUSTEE
Board
—
10 hrs/wk
REX MCNAMARA
TRUSTEE
Board
—
10 hrs/wk
DEBBIE KARMELICH
TRUSTEE
Board
—
10 hrs/wk
Independent contractors
PACIFIC SOUTHWEST ADMINISTRATORS
THIRD PARTY ADMINISTRATORS
ANTHEMBLUE CROSS
CLAIMS ADMINISTRATION
ASB CAPITAL MANAGEMENT
INVESTMENT MANAGER
ULLICO INVESTMENT ADVISORS INC
INVESTMENT MANAGER
EPIC BROKERS
BENEFIT CONSULTANT
Details
EIN261574455
NTEE codeY44
Subsection09
Ruling date2010-10
Formed2008
Employees0
Volunteers0