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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
2023-12-01
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
$17,770,245
2023
Total expenses
$17,143,284
2023
Total assets
$48,089,007
2023
Num. employees
0
2023

Program areas at Orange County Employees Association Health and Welfare Trust

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

Personnel at Orange County Employees Association Health and Welfare Trust

NameTitleCompensation
Charles BarfieldGeneral Manager
Tim SteedAssistant General Manager
Niyaz PiraniCommunications Director
Mitchell EnrightDirector of Information Technology
Don DrozdSenior Counsel
...and 8 more key personnel

Financials for Orange County Employees Association Health and Welfare Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$16,525,547
Investment income and dividends$1,073,821
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$41,175
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$129,702
Total revenues$17,770,245

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

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-14990View PDF
2021-122023-11-14990View PDF
2021-122022-11-09990View PDF
2020-122021-11-05990View PDF
...and 11 more Form 990s
Data update history
October 23, 2024
Updated personnel
Identified 15 new personnel
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
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
830 N Ross St
Santa Ana, CA 92701
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, 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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