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
Expenses
People
23 listed
KEVIN J ALBANESE
TRUSTEE
—
2 hrs/wk
THOMAS HOLSMAN
TRUSTEE
—
2 hrs/wk
TOM SQUERI
TRUSTEE
—
2 hrs/wk
LANCE INOUYE
TRUSTEE
—
2 hrs/wk
JAMES E MURRAY
CO-CHAIRMAN
—
2 hrs/wk
JUSTIN DISTON
TRUSTEE
—
2 hrs/wk
DAVID R STANTON
TRUSTEE
—
2 hrs/wk
BRUCE NOEL
TRUSTEE
—
2 hrs/wk
DAN REDING
CO-CHAIRMAN
—
2 hrs/wk
GARRET UPDIKE
TRUSTEE(FORMER)
—
2 hrs/wk
NATE TUCKER
TRUSTEE
—
2 hrs/wk
FG CROSTHWAITE
TRUSTEE(FORMER)
—
2 hrs/wk
DAVID HARRISON
TRUSTEE
—
2 hrs/wk
FRANK WILLIAMS
TRUSTEE(FORMER)
—
2 hrs/wk
PATTY DUTRA BRUCE
TRUSTEE
—
2 hrs/wk
CHARLES LAVERY
TRUSTEE
—
2 hrs/wk
BRANDON DEW
TRUSTEE
—
2 hrs/wk
JOHN RECTOR
TRUSTEE
—
2 hrs/wk
JIM JACOBS
TRUSTEE
—
2 hrs/wk
JENNA CARLSON
TRUSTEE
—
2 hrs/wk
JEFF COCHRAN
TRUSTEE
—
2 hrs/wk
KURTIS FRAILEY
TRUSTEE
—
2 hrs/wk
DEAN FADEFF
TRUSTEE
—
2 hrs/wk
Independent contractors
ZENITH AMERICAN SOLUTIONS
CONTRACT ADMIN.
ANTHEM BLUE CROSS
CLAIMS ADMINISTRATOR
OPTUM RX
PRESCRIPTION ADMIN.
CHARTWELL INVESTMENT PARTNERS
INVESTMENT MGMT
THE SEGAL COMPANY
CONSULTING