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SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES

Cite this

Plain text SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/116607172. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/116607172

MLA “SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/116607172. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $532K · expenses $1.2M · assets $374.5M

Also known as
BARGAINED RETIREES
EIN
11-6607172
Address
393 EAST WALNUT STREET - 6TH FLOOR, PASADENA, CA 91188-0001
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2007
Cross-check
ProPublica Nonprofit Explorer

Mission

THE SCPMG VEBA TRUST FOR COLLECTIVELY BARGAINED RETIREES IS A TRUST SOLELY FOR THE INVESTMENT OF FUNDS TO SATISFY THE SCPMG OBLIGATION TO PROVIDE POST RETIREMENT BENEFITS TO EMPLOYEES OF SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
State Street Corporation Institution TRUSTEE2020-2024 $14,548$210,312 4

People by year

2024 · 1 person listed · 1 paid, $15K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET CORPORATION Institution TRUSTEE1 $14,548$0$0 $14,5484
2023 · 1 person listed · 1 paid, $27K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET CORPORATION Institution TRUSTEE1 $27,419$0$0 $27,4194
2022 · 1 person listed · 1 paid, $47K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET CORPORATION Institution TRUSTEE1 $46,805$0$0 $46,8054
2021 · 1 person listed · 1 paid, $91K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET CORPORATION Institution TRUSTEE1 $91,022$0$0 $91,0224
2020 · 1 person listed · 1 paid, $31K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET CORPORATION Institution TRUSTEE1 $30,518$0$0 $30,5184

Highest-paid independent contractors

2024 · 1 contractor · $1.1M
NameLocationServicePaid
INVESCO LTDATLANTA, GAINVESTMENT MANAGEMENT$1,121,488
2023 · 1 contractor · $911K
NameLocationServicePaid
INVESCO LTDATLANTA, GAINVESTMENT MANAGEMENT$911,286
2022 · 1 contractor · $919K
NameLocationServicePaid
INVESCO LTDATLANTA, GAINVESTMENT MGMT$918,956
2021 · 1 contractor · $1.1M
NameLocationServicePaid
INVESCO LTDATLANTA, GAINVESTMENT MGMT$1,083,011
2020 · 3 contractors · $1.4M
NameLocationServicePaid
INVESCO LTDATLANTA, GAINVESTMENT MGMT$884,875
BRIDGEWATER ASSOCIATESWESTPORT, CTINVESTMENT MGMT$352,388
MARATHON ASSET MANAGEMENT LLPLONDON, 0INVESTMENT MGMT$143,657

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$531,780$1,207,136 $374,533,023$374,533,023 $0$0 $14,54800
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$248,669$993,281 $357,188,396$357,188,396 $0$0 $27,41800
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$59,890$989,579 $333,312,557$333,312,557 $0$0 $46,80500
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$3,183,593$1,203,055 $402,696,441$402,696,441 $0$0 $91,02200
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$15,373,015$1,437,158 $354,772,608$354,772,608 $0$0 $30,51800

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
VEBA TRUST FOR RETIREES OF FHDACAY43 $308,745$94,872 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLSCAY43 $395,959$347,352 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLANCAY43 $635,866$1,376,326 ADMINISTRATOR$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUSTCAY43 $315,443$429,257 Executive Dir.$233,592 Same NTEE code Y43, revenue within 2x, same state, similar mission
GSWC RETIREE MEDICAL TRCAY43 $952,463$683,623 TRUSTEE$1,799 Same NTEE code Y43, revenue within 2x, same state
UDW AFSCME LOCAL 3930 SAN LUIS OBISPO COUNTY BENEFITS TRCAY43 $894,176$665,150 TRUSTEE$400,913 Same NTEE code Y43, revenue within 2x, same state
EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITYCAY43 $815,467$736,156 CFO of Pepperdine University$464,238 Same NTEE code Y43, revenue within 2x, same state
TC CONSTRUCTION COMPANY INC VACATION AND SICK PAY TRCAY43 $698,639$718,472 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
UNITED DOMESTIC WORKERS AFSCME LOCAL 3930 EL DORADO CITY BENEFITSCAY43 $694,598$508,301 TRUSTEE$400,913 Same NTEE code Y43, revenue within 2x, same state
UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITSCAY43 $402,018$328,692 TRUSTEE$400,913 Same NTEE code Y43, revenue within 2x, same state
IATSE LOCAL 16 TRAINING TRUST FUNDCAY43 $489,749$487,825 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TRCAY43 $461,955$423,165 Trustee$208,364 Same NTEE code Y43, revenue within 2x, same state
WESTERN LABOR ALLIANCE HEALTH AND WELFARE PLANCAY43 $420,497$306,541 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
UFCW VACATION COMPENSATION TRUSTCAY43 $421,352$331,359 TRUSTEE$360,854 Same NTEE code Y43, revenue within 2x, same state
SEBASTIAN HEALTH TRCAY43 $664,484$625,214 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
TURLOCK FIREFIGHTERS LOCAL 2434 RETIREE HEALTH TRCAY43 $380,654$114,564 Vice President$0 Same NTEE code Y43, revenue within 2x, same state
OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLANCAY43 $648,542$174,133 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
IBEW LOCAL 1245 INJURED WORKERS FUNDCAY43 $619,305$696,290 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
CALIFORNIA CONSTRUCTION INSURANCE TRUST WELFARE BENEFIT PLANCAY43 $613,034$697,707 SECRETARY$0 Same NTEE code Y43, revenue within 2x, same state
SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUSTCAY43 $882,232$120,799 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
ROTARY DISTRICT 5300 FOUNDATION INCCAY43 $446,682$244,214 CHAIRMAN & DIRECTOR$0 Same NTEE code Y43, revenue within 2x, same state
SAN FRANCISCO POLICE OFFICERS ASSOCIATION LEGAL DEFENSE FUNDCAY43 $307,242$189,172 TRUSTEE$85,777 Same NTEE code Y43, revenue within 2x, same state
RENESAS ELECTRONICS AMERICA INCCAY43 $509,257$531,872 VP OF FINANCE, TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUSTCAY43 $655,932$568,561 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, same state
NECA-IBEW DRUG-FREE WORKFORCE TRCAY43 $530,538$408,638 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor$124,1801 12020–2020 ROTARY DISTRICT 5300 FOUNDATION INC
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$37,5521 12013–2013 ROTARY DISTRICT 5300 FOUNDATION INC
NEVADA COMMUNITY FOUNDATION INC DAF sponsor$14,0001 12018–2018 ROTARY DISTRICT 5300 FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$11,5002 12023–2024 PRIOR LAKE-SAVAGE AREA SCHOOLS VEBA TRUST
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$7,5001 12024–2024 ROTARY DISTRICT 5300 FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,207,136 spent · pay $14,548 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,121,488--- 92.9%
Fees: accounting $62,600--- 5.2%
Pay: officers, directors, trustees, key employees $14,548--- 1.2%
Fees: other services $6,791--- 0.6%
All other expenses $1,709--- 0.1%
Total$1,207,136100%

View the filing

2023 · Form 990 · $993,281 spent · pay $27,418 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $911,286--- 91.7%
Fees: accounting $29,900--- 3.0%
Pay: officers, directors, trustees, key employees $27,418--- 2.8%
All other expenses $18,461--- 1.9%
Fees: other services $6,216--- 0.6%
Total$993,281100%

View the filing

2022 · Form 990 · $989,579 spent · pay $46,805 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $918,956--- 92.9%
Pay: officers, directors, trustees, key employees $46,805--- 4.7%
Fees: accounting $14,500--- 1.5%
Other (as described)MISCELLANEOUS EXPENSES $9,318--- 0.9%
Total$989,579100%

View the filing

2021 · Form 990 · $1,203,055 spent · pay $91,022 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,083,011--- 90.0%
Pay: officers, directors, trustees, key employees $91,022--- 7.6%
Fees: accounting $14,500--- 1.2%
Other (as described)FOREIGN INCOME TAXES $7,205--- 0.6%
Other (as described)MISCELLANEOUS EXPENSES $5,900--- 0.5%
Fees: legal $1,417--- 0.1%
Total$1,203,055100%

View the filing

2020 · Form 990 · $1,437,158 spent · pay $30,518 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $1,303,800--- 90.7%
Other (as described)FOREIGN INCOME TAXES $56,610--- 3.9%
Fees: accounting $41,131--- 2.9%
Pay: officers, directors, trustees, key employees $30,518--- 2.1%
Other (as described)MISCELLANEOUS EXPENSES $5,099--- 0.4%
Total$1,437,158100%

View the filing