NonprofitsWestern Pension & Benefits Conference

Western Pension & Benefits Conference

GARDEN GROVE, CA

Total revenue

$56K

Total expenses

$62K

Net assets

$139K

Grants received

EIN

330706599

Tax year

2024

Mission

The orange county chapter of western pension & benefits conference promotes an exchange of information and ideas among employee benefits professionals. The organization's members include erisa attorneys, certified public accountants, third party administrators, investment industry benefits specialists, actuaries, benefits consultants and plan sponsors' in-house benefits professionals. Through the monthly forum presentations and periodic technical lunch forums, the organization provides a forum for dialogue between its members. These meetings encourage full audience participation and exchange of practical solutions to technical issues. Benefit professionals lead the meetings with an emphasis on topics reflecting current benefit trends and regulatory guidance.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$42K
Investment income$2K
Other revenue
Total revenue$56K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$62K
Total expenses$62K
Total assets$139K
Net assets$139K

People

12 listed

NameRoleCompensation

Samantha Graboff

President

Board

1 hrs/wk

Shannon Main

Past President

Board

1 hrs/wk

Mark Murphy

Treasurer

Board

1 hrs/wk

Kathleen Bass

Secretary

Board

1 hrs/wk

Andrew Hermann

Membership Chair

Board

1 hrs/wk

Aran Sahagun

Programs Co-Chair

Board

1 hrs/wk

Michael Flateboe

Programs Co-Chair

Board

1 hrs/wk

Paul Yossem

Director at Large

Board

1 hrs/wk

Hitz Burton

Director at Large

Board

1 hrs/wk

Matt Russikoff

Director at Large

Board

1 hrs/wk

Katrina Veldkamp

Programs Co-Chair

Board

1 hrs/wk

Aksana Munoz

President Elect

Board

1 hrs/wk

Details

EIN330706599
Subsection06
Ruling date1997-06
WESTERN PENSION & BENEFITS CONFERENCE — Mission, Financials & Grants Received | Grantivo