NonprofitsOperating Engineers Union 3 Pensioned Health & Welfare Fund

Operating Engineers Union 3 Pensioned Health & Welfare Fund

ALAMEDA, CA

Total revenue

$125.3M

Total expenses

$123.5M

Net assets

$280.7M

Grants received

EIN

946096327

Tax year

2024

Mission

To provide healthcare benefits during retirement to eligible operating engineers covered by collective bargaining agreements.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$117.8M
Investment income$7.0M
Other revenue$446K
Total revenue$125.3M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$8.3M
Total expenses$123.5M
Total assets$295.3M
Net assets$280.7M

People

23 listed

NameRoleCompensation

KEVIN J ALBANESE

TRUSTEE

Board

2 hrs/wk

THOMAS HOLSMAN

TRUSTEE

Board

2 hrs/wk

TOM SQUERI

TRUSTEE

Board

2 hrs/wk

LANCE INOUYE

TRUSTEE

Board

2 hrs/wk

JAMES E MURRAY

CO-CHAIRMAN

Board

2 hrs/wk

JUSTIN DISTON

TRUSTEE

Board

2 hrs/wk

DAVID R STANTON

TRUSTEE

Board

2 hrs/wk

BRUCE NOEL

TRUSTEE

Board

2 hrs/wk

DAN REDING

CO-CHAIRMAN

Board

2 hrs/wk

GARRET UPDIKE

TRUSTEE(FORMER)

Board

2 hrs/wk

NATE TUCKER

TRUSTEE

Board

2 hrs/wk

FG CROSTHWAITE

TRUSTEE(FORMER)

Board

2 hrs/wk

DAVID HARRISON

TRUSTEE

Board

2 hrs/wk

FRANK WILLIAMS

TRUSTEE(FORMER)

Board

2 hrs/wk

PATTY DUTRA BRUCE

TRUSTEE

Board

2 hrs/wk

CHARLES LAVERY

TRUSTEE

Board

2 hrs/wk

BRANDON DEW

TRUSTEE

Board

2 hrs/wk

JOHN RECTOR

TRUSTEE

Board

2 hrs/wk

JIM JACOBS

TRUSTEE

Board

2 hrs/wk

JENNA CARLSON

TRUSTEE

Board

2 hrs/wk

JEFF COCHRAN

TRUSTEE

Board

2 hrs/wk

KURTIS FRAILEY

TRUSTEE

Board

2 hrs/wk

DEAN FADEFF

TRUSTEE

Board

2 hrs/wk

Independent contractors

ZENITH AMERICAN SOLUTIONS

CONTRACT ADMIN.

$3.5M

ANTHEM BLUE CROSS

CLAIMS ADMINISTRATOR

$1.7M

OPTUM RX

PRESCRIPTION ADMIN.

$600K

CHARTWELL INVESTMENT PARTNERS

INVESTMENT MGMT

$243K

THE SEGAL COMPANY

CONSULTING

$145K

Details

EIN946096327
Subsection09
Ruling date1964-10
Formed1962
Employees0
Volunteers0
OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND — Mission, Financials & Grants Received | Grantivo