NonprofitsSchool District 1 Health & Welfare Trust Fund

School District 1 Health & Welfare Trust Fund

TUALATIN, OR

Total revenue

$114.2M

Total expenses

$120.0M

Net assets

$9.9M

Grants received

EIN

936090239

Tax year

2024

Mission

To provide life insurance benefits to participant, as defined in various collective bargaining agreements, and their eligible spouses and dependents in accordance with the terms of the benefit plans offered.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$112.5M
Investment income$1.6M
Other revenue
Total revenue$114.2M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$3.6M
Total expenses$120.0M
Total assets$29.4M
Net assets$9.9M

People

14 listed

NameRoleCompensation

Ligena Helm

Co-Chair

Board

1 hrs/wk

Stacey Lukas

Trustee

Board

1 hrs/wk

Molly Romay

Alt. Trustee

Board

1 hrs/wk

Emily Linnertz

Alt. Trustee

Board

1 hrs/wk

Gwen Sullivan

Co-Chair

Board

1 hrs/wk

Russ Peterson

Trustee

Board

1 hrs/wk

Brian Hlaberg

Trustee

Board

1 hrs/wk

Steve Lancaster

Alt Trustee

Board

1 hrs/wk

Michelle Batten

Co-Chair

Board

1 hrs/wk

Tammy Adams

Trustee

Board

1 hrs/wk

Elizabeth Held

Alt Trustee

Board

1 hrs/wk

Dave Donachie

Co-Chair

Board

1 hrs/wk

Jennie Johnson

Trustee

Board

1 hrs/wk

Kerry Young

Alt Trustee

Board

1 hrs/wk

Independent contractors

Providence Health Plan

CLAIMS ADMIN

$1.5M

ZENTIH AM SOLUTIONS

THIRD PARTY ADMIN

$728K

MERCER HUMAN RESOURCE CONSULTING

CONSULTANT

$414K

MODA HEALTHDELTA DENTAL

CLAIMS ADMIN

$274K

EXPRESS SCRIPTS

CLAIMS ADMIN

$212K

Details

EIN936090239
Subsection09
Ruling date1974-05
Formed1972
Employees0
Volunteers0
SCHOOL DISTRICT 1 HEALTH & WELFARE TRUST FUND — Mission, Financials & Grants Received | Grantivo