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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 Union 3 Pensioned Health & Welfare Fund

Operating Engineers Union 3 Pensioned Health & Welfare Fund

Fiscal year ending 2024. Filed on November 1, 2025.

1141 Harbor Bay Pkwy Ste 100
Alameda, California 94502

Operating Engineers Union 3 Pensioned Health & Welfare Fund (EIN: 94-6096327) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Operating Engineers Union 3 Pensioned Health & Welfare Fund, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 0 out of 0 total employees.

Revenue, expenses, and employee compensation

Revenue

$125,268,149

Expenses

$123,459,429

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

No compensated employees were reported for this year.

Non-Employee Board Members

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

Contractors

Zenith American Solutions
Contract Admin
$3,475,125
Anthem Blue Cross
Claims Administrator
$1,684,623
Optum Rx
Prescription Admin
$599,708
Chartwell Investment Partners
Investment Management
$242,610
The Segal Company Inc.
Consulting
$145,421

Mission Statement

TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

Revisions to this organization profile

November 1, 2025:
2024 Operating Engineers Union 3 Pensioned Health & Welfare Fund 990 filed
November 7, 2024:
2023 Operating Engineers Union 3 Pensioned Health & Welfare Fund 990 filed
November 3, 2023:
2022 Operating Engineers Union 3 Pensioned Health & Welfare Fund 990 filed

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