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EIN 33-0660405

Orange County Employees Association Health and Welfare Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Santa Ana
State
California
Year formed
1998
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Orange County Employees Association Health and Welfare Trust is a trust committed to providing health and welfare benefits to approximately 14,000 eligible participants in the Santa Ana, CA region.
Related structure
Orange County Employees Association Health and Welfare Trust is a subordinate organization under Orange County Employees Association.
Also known as...
Orange County Employees Association Benefit Plans
Total revenues
$17,787,150
2022
Total expenses
$16,557,167
2022
Total assets
$43,441,291
2022
Num. employees
0
2022

Program areas at Orange County Employees Association Health and Welfare Trust

To provide Health and Welfare benefits to approximately 13,544 eligible participants covered under the agreement with the Orange County Employees Association.

Personnel at Orange County Employees Association Health and Welfare Trust

NameTitleCompensation
Elizabeth Cooper-ButlerChair$0
Maria CoronaTreasurer / Secretary / Trustee$0
Lezlee NeebeTrustee / Trustee / Chairman / Trustee$0
Trustee TrusteeTrustee

Financials for Orange County Employees Association Health and Welfare Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$16,770,313
Investment income and dividends$838,376
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$178,461
Total revenues$17,787,150

Form 990s for Orange County Employees Association Health and Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122023-11-14990View PDF
2021-122022-11-09990View PDF
2020-122021-11-05990View PDF
2019-122021-06-25990View PDF
...and 10 more Form 990s
Data update history
December 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Updated personnel
Identified 2 new personnel
July 5, 2023
Used new vendors
Identified 1 new vendor, including
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
Co Jennifer Betancourt
Santa Ana, CA 92701
Metro area
Los Angeles-Long Beach-Anaheim, CA
Website URL
ocea.org/ 
Phone
(714) 835-3355
IRS details
EIN
33-0660405
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1998
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
Subordinate organization
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