NonprofitsOperating Engineers Health And Welfare Trust Fund

Operating Engineers Health And Welfare Trust Fund

BOTHELL, WA

Total revenue

$330.6M

Total expenses

$391.7M

Net assets

$515.1M

Grants received

EIN

942784001

Tax year

2024

Mission

To provide health and welfare benefits to eligible employees and their dependents per the collective bargaining agreement between employers and the union.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$310.8M
Investment income$19.5M
Other revenue$335K
Total revenue$330.6M

Expenses

Grants paid
Salaries & benefits$42K
Fundraising
Other expenses$13.6M
Total expenses$391.7M
Total assets$822.2M
Net assets$515.1M

People

26 listed

NameRoleCompensation

KEVIN J ALBANESE

TRUSTEE

Board

5 hrs/wk

FG CROSTHWAITE

TRUSTEE(FORMER)

Board

5 hrs/wk

THOMAS HOLSMAN

TRUSTEE

Board

5 hrs/wk

TOM SQUERI

TRUSTEE

Board

5 hrs/wk

JAMES E MURRAY

CO-CHAIRMAN

Board

5 hrs/wk

MARK SWANEY

TRUSTEE

Board

5 hrs/wk

MICHAEL VLAMING

TRUSTEE

Board

5 hrs/wk

JUSTIN DISTON

TRUSTEE

Board

5 hrs/wk

BRUCE NOEL

TRUSTEE

Board

5 hrs/wk

DAN REDING

CO-CHAIRMAN

Board

5 hrs/wk

JIM JACOBS

TRUSTEE

Board

5 hrs/wk

NATE TUCKER

TRUSTEE

Board

5 hrs/wk

MICHAEL BATTAINI

TRUSTEE

Board

5 hrs/wk

CHARLIE WARREN

TRUSTEE

Board

5 hrs/wk

DAVID STANTON

TRUSTEE

Board

5 hrs/wk

DAVID HARRISON

TRUSTEE

Board

5 hrs/wk

PATTY DUTRA BRUCE

trustee

Board

5 hrs/wk

FRANK WILLIAMS

TRUSTEE(FORMER)

Board

5 hrs/wk

GARRET UPDIKE

TRUSTEE(FORMER)

Board

5 hrs/wk

BRANDON DEW

TRUSTEE

Board

5 hrs/wk

CHARLES LAVERY

TRUSTEE

Board

5 hrs/wk

JOHN RECTOR

TRUSTEE

Board

5 hrs/wk

JENNA CARLSON

TRUSTEE

Board

5 hrs/wk

JEFF COCHRAN

TRUSTEE

Board

5 hrs/wk

KURTIS FRAILEY

TRUSTEE

Board

5 hrs/wk

DEAN FADEFF

TRUSTEE

Board

5 hrs/wk

Independent contractors

ZENITH AMERICAN SOLUTIONS

CONTRACT ADMIN.

$5.7M

CHARTWELL INVESTMENT PARTNERS

INVESTMENT MGMT

$763K

OPTUM RX

PRESCRIPTION ADMIN

$661K

MEDEXPERT

MEDICAL CONSULTING

$462K

THE SEGAL COMPANY INC

CONSULTING

$403K

Details

EIN942784001
Subsection09
Ruling date1984-07
Formed1981
Employees0
Volunteers0
OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND — Mission, Financials & Grants Received | Grantivo