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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Operating Engineers Health and Welfare Trust Fund

Operating Engineers Health and Welfare Trust Fund

Fiscal year ending 2024. Filed on October 28, 2025.

1141 Harbor Bay Pkwy Ste 100
Alameda, California 94502

Operating Engineers Health and Welfare Trust Fund (EIN: 94-2784001) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Operating Engineers Health and Welfare Trust Fund, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 0 out of 0 total employees.

Revenue, expenses, and employee compensation

Revenue

$330,628,678

Expenses

$391,668,361

Employee compensation

$42,014
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year (employee data available for 2019).

Non-Employee Board Members

Brandon Dew
Trustee
Bruce Noel
Trustee
Charles Lavery
Trustee
Charlie Warren
Trustee
Dan Reding
Co-Chair
David Harrison
Trustee
David Stanton
Trustee
Dean Fadeff
Trustee
Fg Crosthwaite
Trustee(Former)
Frank Williams
Trustee(Former)
Garret Updike
Trustee(Former)
James E Murray
Co-Chair

Contractors

Zenith American Solutions
Contract Admin
$5,742,358
Chartwell Investment Partners
Investment Management
$762,755
Optum Rx
Prescription Admin
$660,781
Medexpert
Medical Consulting
$461,888
The Segal Company Inc.
Consulting
$402,843

Mission Statement

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS PER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN EMPLOYERS AND THE UNION.

Revisions to this organization profile

October 28, 2025:
2024 Operating Engineers Health and Welfare Trust Fund 990 filed
November 7, 2024:
2023 Operating Engineers Health and Welfare Trust Fund 990 filed
November 4, 2023:
2022 Operating Engineers Health and Welfare Trust Fund 990 filed

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