EIN 87-0496328

IBEW Western Utilities Health & Welfare Trust Fund

IRS 501(c) type
501(c)(9)
Num. employees
0
Year formed
1991
Most recent tax filings
2023-12-01
Description
The IBEW Western Utilities Health & Welfare Trust Fund offers medical, dental, and life insurance benefits to plan participants through a collectively bargained agreement between IBEW Local Union 57 and Pacificorp DBA Rocky Mountain Power. The Trust Fund has a mission to provide these benefits to its members. Its location is in Pleasanton, CA.
Total revenues
$39,462,138
2023
Total expenses
$31,124,232
2023
Total assets
$52,552,003
2023
Num. employees
0
2023

Program areas at IBEW Western Utilities Health & Welfare Trust Fund

The plan provides medical, dental, and life insurance benefits under a collectively bargained agreement between ibew local union 57 and pacificorp dba rocky mountain power.

Personnel at IBEW Western Utilities Health & Welfare Trust Fund

NameTitleCompensation
Julie LewisChairperson$0
Eric LarsenTrustee$0
Marcy GrailSecretary$0

Financials for IBEW Western Utilities Health & Welfare Trust Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$37,529,748
Investment income and dividends$1,522,689
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$409,701
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$39,462,138

Form 990s for IBEW Western Utilities Health & Welfare Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-18990View PDF
2022-122023-11-08990View PDF
2021-122022-11-08990View PDF
2020-122021-11-04990View PDF
2019-122020-10-09990View PDF
...and 11 more Form 990s
Data update history
January 1, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 1, 2024
Updated personnel
Identified 4 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 13, 2023
Used new vendors
Identified 1 new vendor, including
July 9, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
Human servicesJobs and employment
Characteristics
No full-time employees
General information
Address
7180 Koll Pkwy 200
Pleasanton, CA 94566
Metro area
San Francisco-Oakland-Berkeley, CA
County
Alameda County, CA
Website URL
ourbenefitoffice.com/ibewwest/benefits/home.aspx 
Phone
(925) 208-9999
IRS details
EIN
87-0496328
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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