STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS

2024 · Form 990 · revenue $135.0M · expenses $137.2M · assets $251.3M

Also known as
CALIFORNIA HEALTH & WELFARE TRUST
EIN
41-2261950
Address
4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
Website
HTTP://www.dc16trustfund.org
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2011
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 people 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
See Schedule O For Compensation (former) PAID BY RELATED ORGANIZATION2014-2021 $1$8 15
See Schedule O For Compensation Pai (former) BY RELATED ORGANIZATION2013 $1$1 1
Unpaid officers and directors · 38 people
NameLatest titleYearsOrganizations
See Sch O For Compensation PAID BY RELATED ORGANIZATION2022-2024 13
Frank Nunes ALT TRUSTEE2014-2024 6
James Boster TRUSTEE2019-2024 4
James Hewett TRUSTEE2017-2024 4
Lance Ryken ALT TRUSTEE2020-2024 4
Robert Williams Iii TRUSTEE - CHAIRMAN2021-2024 5
Brett Davis TRUSTEE - EFF.8/13/20242024 4
Jeannie Simpelo ALT TRUSTEE2014-2024 7
Madison Hull ALT TRUSTEE2020-2024 3
Sal Madrigal TRUSTEE2018-2024 3
John Maggiore TRUSTEE - SECRETARY2010-2024 3
Mike Greenlee ALT TRUSTEE2022-2024 1
Steve Eckstrom (former) TRUSTEE - PAST2011-2023 2
Jeannie Simpleo (former) ALT TRUSTEE2019-2022 1
Robert Williams (former) TRUSTEE2015-2020 10
Chris Christophersen (former) TRUSTEE - PAST2010-2020 13
John Sherak (former) TRUSTEE - PAST2010-2020 4
Daryl Stacy (former) TRUSTEE - PAST2010-2020 1
Steve Caster (former) TRUSTEE - PAST2015-2019 7
Tim Deal (former) TRUSTEE - PAST2016-2019 3
Jose Santana (former) ALT. TRUSTEE - PAST2016-2018 7
Marian Bourboulis (former) TRUSTEE - PAST2010-2018 4
Thomas Heinzelmann (former) ALT. TRUSTEE - PAST2014-2017 1
Mike West (former) TRUSTEE - PAST2014-2017 2
Vince Echeverria (former) ALT. TRUSTEE - PAST2014-2016 6
Les Proteau (former) TRUSTEE-PAST2010-2015 5
Joe Upchurch (former) TRUSTEE - PAST2013-2014 2
John Kusper (former) ALT. TRUSTEE - PAST2014 4
Vince Echeverria - Alternate (former) TRUSTEE2013 1
John Kusper - Alternate (former) TRUSTEE2010-2013 1
Thomas Heinzelmann - Alternate (former) TRUSTEE2011-2013 1
Frank Nunes - Alternate (former) TRUSTEE2011-2013 1
Doug Christopher (former) TRUSTEE-PAST2010-2012 2
Steve Lyon - Past (former) TRUSTEE ALTERNATE2011 1
Tim Davis - Past (former) TRUSTEE2010 1
Carl Biggs - Past (former) TRUSTEE2010 1
Steve Rossa - Past (former) TRUSTEE2010 1
Steve Lyon - Alternate (former) TRUSTEE2010 1

People by year

2024 · 12 people listed · none paid · 115 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT WILLIAMS III TRUSTEE - CHAIRMAN1 $0$0$0 $05
JOHN MAGGIORE TRUSTEE - SECRETARY1 $0$0$0 $03
MADISON HULL ALT TRUSTEE1 $0$0$0 $03
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
JAMES HEWETT TRUSTEE1 $0$0$0 $04
JAMES BOSTER TRUSTEE1 $0$0$0 $04
FRANK NUNES ALT TRUSTEE1 $0$0$0 $06
JEANNIE SIMPELO ALT TRUSTEE1 $0$0$0 $07
MIKE GREENLEE ALT TRUSTEE1 $0$0$0 $01
LANCE RYKEN ALT TRUSTEE1 $0$0$0 $04
BRETT DAVIS TRUSTEE - EFF.8/13/20241 $0$0$0 $04
SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$0$0 $013
2023 · 12 people listed · none paid · 110 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT WILLIAMS III TRUSTEE - CHAIRMAN1 $0$0$0 $05
JOHN MAGGIORE TRUSTEE - SECRETARY1 $0$0$0 $03
MADISON HULL TRUSTEE1 $0$0$0 $03
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
JAMES HEWETT TRUSTEE1 $0$0$0 $04
JAMES BOSTER TRUSTEE1 $0$0$0 $04
FRANK NUNES ALT TRUSTEE1 $0$0$0 $06
JEANNIE SIMPELO ALT TRUSTEE1 $0$0$0 $07
MIKE GREENLEE ALT TRUSTEE1 $0$0$0 $01
LANCE RYKEN ALT TRUSTEE1 $0$0$0 $04
STEVE ECKSTROM TRUSTEE - PAST1 $0$0$0 $02
SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$0$0 $013
2022 · 12 people listed · none paid · 96 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES BOSTER Trustee1 $0$0$0 $04
MADISON HULL TRUSTEE1 $0$0$0 $03
John Maggiore Trustee-SECRETARY1 $0$0$0 $03
ROBERT WILLIAMS III TRUSTEE-CHAIRMAN1 $0$0$0 $05
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
JAMES HEWETT TRUSTEE1 $0$0$0 $04
SAL MADRIGAL TRUStee1 $0$0$0 $03
JEANNIE SIMPLEO ALT TRUSTEE1 $0$0$0 $01
LANCE RYKEN ALT TRUSTEE1 $0$0$0 $04
FRANK NUNES ALT TRUSTEE1 $0$0$0 $06
MIKE GREENLEE ALT TRUSTEE1 $0$0$0 $01
SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$0$0 $013
2021 · 11 people listed · 1 paid, $1 · 105 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$1$0 $115
JAMES BOSTER TRUSTEE1 $0$0$0 $04
MADISON HULL TRUSTEE1 $0$0$0 $03
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
ROBERT WILLIAMS III TRUSTEE1 $0$0$0 $05
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
JAMES HEWETT TRUSTEE1 $0$0$0 $04
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
JEANNIE SIMPLEO ALT TRUSTEE1 $0$0$0 $01
LANCE RYKEN ALT TRUSTEE1 $0$0$0 $04
FRANK NUNES ALT TRUSTEE1 $0$0$0 $06
2020 · 14 people listed · 1 paid, $1 · 102 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$1$0 $115
JAMES BOSTER TRUSTEE1 $0$0$0 $04
JOHN SHERAK TRUSTEE - PAST1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
CHRIS CHRISTOPHERSEN TRUSTEE - PAST1 $0$0$0 $013
DARYL STACY TRUSTEE - PAST1 $0$0$0 $01
JAMES HEWETT TRUSTEE1 $0$0$0 $04
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
ROBERT WILLIAMS TRUSTEE1 $0$0$0 $010
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
JEANNIE SIMPLEO ALT. TRUSTEE1 $0$0$0 $01
LANCE RYKEN ALT. TRUSTEE1 $0$0$0 $04
MADISON HULL TRUSTEE1 $0$0$0 $03
2019 · 14 people listed · 1 paid, $1 · 107 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS0 $0$1$0 $115
JAMES BOSTER TRUSTEE1 $0$0$0 $04
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
STEVE CASTER TRUSTEE - PAST1 $0$0$0 $07
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
JAMES HEWETT TRUSTEE1 $0$0$0 $04
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
TIM DEAL TRUSTEE - PAST1 $0$0$0 $03
ROBERT WILLIAMS ALT. TRUSTEE1 $0$0$0 $010
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
JEANNIE SIMPLEO ALT. TRUSTEE1 $0$0$0 $01
2018 · 15 people listed · 1 paid, $1 · 108 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS1 $0$1$0 $115
STEVE CASTER TRUSTEE1 $0$0$0 $07
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE - PAST1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
ROBERT WILLIAMS ALT. TRUSTEE1 $0$0$0 $010
SAL MADRIGAL TRUSTEE1 $0$0$0 $03
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
JEANNIE SIMPELO ALT. TRUSTEE1 $0$0$0 $07
TIM DEAL TRUSTEE1 $0$0$0 $03
JOSE SANTANA ALT. TRUSTEE - PAST1 $0$0$0 $07
JAMES HEWETT TRUSTEE1 $0$0$0 $04
2017 · 16 people listed · 1 paid, $1 · 116 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$1$0 $115
STEVE CASTER TRUSTEE1 $0$0$0 $07
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
ROBERT WILLIAMS ALT. TRUSTEE1 $0$0$0 $010
THOMAS HEINZELMANN ALT. TRUSTEE - PAST1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
MIKE WEST TRUSTEE - PAST1 $0$0$0 $02
JEANNIE SIMPELO ALT. TRUSTEE1 $0$0$0 $07
TIM DEAL TRUSTEE1 $0$0$0 $03
JOSE SANTANA ALT. TRUSTEE1 $0$0$0 $07
JAMES HEWETT TRUSTEE1 $0$0$0 $04
2016 · 16 people listed · 1 paid, $1 · 106 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS0 $0$1$0 $115
VINCE ECHEVERRIA ALT. TRUSTEE - PAST1 $0$0$0 $06
STEVE CASTER TRUSTEE1 $0$0$0 $07
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
ROBERT WILLIAMS ALT. TRUSTEE1 $0$0$0 $010
THOMAS HEINZELMANN ALT. TRUSTEE1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
MIKE WEST TRUSTEE1 $0$0$0 $02
JEANNIE SIMPELO ALT. TRUSTEE1 $0$0$0 $07
TIM DEAL TRUSTEE1 $0$0$0 $03
JOSE SANTANA ALT. TRUSTEE1 $0$0$0 $07
2015 · 15 people listed · 1 paid, $1 · 113 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$1$0 $115
VINCE ECHEVERRIA ALT. TRUSTEE1 $0$0$0 $06
STEVE CASTER TRUSTEE1 $0$0$0 $07
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
ROBERT WILLIAMS ALT. TRUSTEE1 $0$0$0 $010
THOMAS HEINZELMANN ALT. TRUSTEE1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
MIKE WEST TRUSTEE1 $0$0$0 $02
JEANNIE SIMPELO ALT. TRUSTEE1 $0$0$0 $07
LES PROTEAU TRUSTEE-PAST1 $0$0$0 $05
2014 · 15 people listed · 1 paid, $1 · 102 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION0 $0$1$0 $115
VINCE ECHEVERRIA TRUSTEE1 $0$0$0 $06
LES PROTEAU TRUSTEE1 $0$0$0 $05
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
JOHN KUSPER ALT. TRUSTEE - PAST1 $0$0$0 $04
THOMAS HEINZELMANN ALT. TRUSTEE - PAST1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES ALT. TRUSTEE1 $0$0$0 $06
JOE UPCHURCH TRUSTEE - PAST1 $0$0$0 $02
MIKE WEST ALT. TRUSTEE1 $0$0$0 $02
JEANNIE SIMPELO ALT. TRUSTEE1 $0$0$0 $07
2013 · 13 people listed · 1 paid, $1 · 99 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEE SCHEDULE O FOR COMPENSATION PAI BY RELATED ORGANIZATION0 $0$1$0 $11
VINCE ECHEVERRIA - ALTERNATE TRUSTEE1 $0$0$0 $01
LES PROTEAU TRUSTEE1 $0$0$0 $05
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
JOHN KUSPER - ALTERNATE TRUSTEE1 $0$0$0 $01
THOMAS HEINZELMANN - ALTERNATE TRUSTEE1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES - ALTERNATE TRUSTEE1 $0$0$0 $01
JOE UPCHURCH TRUSTEE1 $0$0$0 $02
2012 · 11 people listed · none paid · 94 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUG CHRISTOPHER TRUSTEE-PAST1 $0$0$0 $02
LES PROTEAU TRUSTEE1 $0$0$0 $05
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
JOHN KUSPER - ALTERNATE TRUSTEE1 $0$0$0 $01
THOMAS HEINZELMANN - ALTERNATE TRUSTEE1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES - ALTERNATE TRUSTEE1 $0$0$0 $01
2011 · 12 people listed · none paid · 215 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUG CHRISTOPHER TRUSTEE1 $0$0$0 $02
LES PROTEAU TRUSTEE1 $0$0$0 $05
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
STEVE LYON - PAST TRUSTEE ALTERNATE1 $0$0$0 $01
JOHN KUSPER - ALTERNATE TRUSTEE1 $0$0$0 $01
THOMAS HEINZELMANN - ALTERNATE TRUSTEE1 $0$0$0 $01
STEVE ECKSTROM TRUSTEE1 $0$0$0 $02
FRANK NUNES - ALTERNATE TRUSTEE1 $0$0$0 $01
2010 · 12 people listed · none paid · 423 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUG CHRISTOPHER TRUSTEE1 $0$0$0 $02
TIM DAVIS - PAST TRUSTEE1 $0$0$0 $01
LES PROTEAU TRUSTEE1 $0$0$0 $05
JOHN SHERAK TRUSTEE1 $0$0$0 $04
JOHN MAGGIORE TRUSTEE1 $0$0$0 $03
CARL BIGGS - PAST TRUSTEE1 $0$0$0 $01
MARIAN BOURBOULIS TRUSTEE1 $0$0$0 $04
STEVE ROSSA - PAST TRUSTEE1 $0$0$0 $01
CHRIS CHRISTOPHERSEN TRUSTEE1 $0$0$0 $013
DARYL STACY TRUSTEE1 $0$0$0 $01
STEVE LYON - ALTERNATE TRUSTEE1 $0$0$0 $01
JOHN KUSPER - ALTERNATE TRUSTEE1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $5.1M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISDUBLIN, CAFund Admin$2,134,757
WITHUMSMITHBROWN PCSAN RAMON, CAACCOUNTING SVCS$1,362,592
Saltzman and JohnsonSAN FRANCISCO, CALEGAL SERVICES$612,560
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$527,548
GRAYSTONE CONSULTINGMORGAN STANLEYINDIANAPOLIS, ININVESTMENT MGMT.$421,916
2023 · 5 contractors · $4.6M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISDUBLIN, CAFund Admin$2,102,017
WITHUMSMITHBROWN PCSAN RAMON, CAACCOUNTING SVCS$1,006,423
Saltzman and JohnsonSAN FRANCISCO, CALEGAL SERVICES$541,168
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$499,291
GRAYSTONE CONSULTINGMORGAN STANLEYINDIANAPOLIS, ININVESTMENT MGMT.$416,002
2022 · 5 contractors · $4.0M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISDUBLIN, CAFund Admin$1,989,040
WITHUMSMITHBROWN PCSan Ramon, CAAuditor$633,286
Anthem Blue CrossDenver, COCost Containmen$565,139
Saltzman and JohnsonSan Francisco, CAAttorney$428,127
Delta DentalSan Francisco, CABenefits Admin$398,386
2021 · 5 contractors · $3.9M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISTRATODUBLIN, CAFUND ADMINISTRATION$1,941,183
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$628,116
LINDQUIST LLPSAN RAMON, CAAUDITOR$542,689
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$438,229
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$332,851
2020 · 5 contractors · $4.0M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISTRATODUBLIN, CAFUND ADMINISTRATION$1,935,403
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$636,482
LINDQUIST LLPSAN RAMON, CAAUDITOR$597,467
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$456,438
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$380,465
2019 · 5 contractors · $3.8M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISTRATODUBLIN, CAFUND ADMINISTRATION$1,901,615
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$601,115
LINDQUIST LLPSAN RAMON, CAAUDITOR$549,576
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$460,719
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$290,263
2018 · 5 contractors · $3.5M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISTRATODUBLIN, CAFUND ADMINISTRATION$1,843,918
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$578,294
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$418,204
LINDQUIST LLPSAN RAMON, CAAUDITOR$402,267
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$260,731
2017 · 5 contractors · $3.7M
NameLocationServicePaid
HEALTH SERVICES AND BENEFIT ADMINISTRATODUBLIN, CAFUND ADMINISTRATION$1,775,802
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$620,189
LINDQUIST LLPSAN RAMON, CAAUDITOR$519,714
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$382,033
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$356,852
2016 · 5 contractors · $3.9M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$2,065,467
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$558,561
LINDQUIST LLPSAN RAMON, CAAUDITOR$487,563
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$406,745
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATOR$365,537
2015 · 5 contractors · $3.8M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$2,168,140
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$524,392
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$390,879
LINDQUIST LLPSAN RAMON, CAAUDITOR$349,680
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATION$326,740
2014 · 5 contractors · $3.4M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$1,798,978
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$515,000
LINDQUIST LLPSAN RAMON, CAAUDITOR$426,619
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$337,284
DELTA DENTALSAN FRANCISCO, CABENEFITS ADMINISTRATION$302,184
2013 · 5 contractors · $3.3M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSFUND ADMINISTRATION$1,804,756
ANTHEM BLUE CROSSCOST CONTAINMENT$509,803
SALTZMAN AND JOHNSONATTORNEY$332,912
LINDQUIST LLPAUDITOR$332,623
DELTA DENTALBENEFITS ADMINISTRATION$294,353
2012 · 5 contractors · $3.1M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$1,529,593
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$454,951
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$426,819
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTANT$375,800
LINDQUIST LLPSAN RAMON, CAAUDITOR$301,331
2011 · 5 contractors · $2.8M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$1,256,443
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$494,245
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$474,384
LINDQUIST LLPSAN RAMON, CAAUDIT$306,683
DELTA DENTALCERRITOS, CADENTAL CLAIMS PROCESSING$233,775
2010 · 5 contractors · $3.1M
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATORSALAMEDA, CAFUND ADMINISTRATION$1,497,973
ANTHEM BLUE CROSSDENVER, COCOST CONTAINMENT$509,405
SALTZMAN AND JOHNSONSAN FRANCISCO, CAATTORNEY$434,035
LINDQUIST LLPSAN RAMON, CAAUDIT$419,268
DELTA DENTALCERRITOS, CADENTAL CLAIMS PROCESSING$273,453

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 ↗
$135,040,383$137,214,646 $251,260,778$189,798,572 $0$124,262,511 $01150
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$119,396,904$125,247,909 $242,664,639$188,501,411 $0$124,335,160 $01100
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$116,871,387$119,712,733 $226,951,913$169,596,131 $0$124,131,375 $0960
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$136,643,928$129,737,866 $250,454,926$187,422,604 $0$131,146,187 $01050
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$147,082,060$125,112,414 $236,884,412$174,435,628 $0$139,110,431 $01020
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$164,000,921$138,893,333 $214,234,489$144,080,328 $0$159,291,458 $01070
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$141,844,141$122,612,155 $170,974,202$109,414,376 $0$138,392,052 $01080
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$135,290,438$112,649,434 $155,819,922$95,403,031 $0$132,435,747 $01160
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$124,675,337$103,335,469 $122,524,723$68,971,288 $0$122,811,763 $01060
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$111,910,513$101,030,459 $94,044,788$45,277,800 $0$110,408,825 $01130
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$95,982,017$82,763,465 $74,212,059$36,136,479 $0$95,505,269 $01020
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$97,682,125$85,283,832 $55,192,082$21,707,912 $0$96,944,517 $0990
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$82,900,676$74,219,716 $37,219,800$9,074,742 $0$82,537,931 $0940
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$70,252,365$57,848,371 $27,310,791$259,290 $0$70,097,040 $02150
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$60,674,483$60,711,275 $16,483,269-$12,017,421 $0$60,480,513 $04230

Funders of this organization

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Similar organizations

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Who funds organizations like this

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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 · $137,214,646 spent · pay $0 · grants $0 · events $10,249
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $131,071,335--- 95.5%
Fees: management $2,054,992--- 1.5%
Fees: other services $1,428,213--- 1.0%
Fees: accounting $1,362,592--- 1.0%
Fees: legal $612,560--- 0.4%
Fees: investment management $421,916--- 0.3%
Office expenses $165,937--- 0.1%
Insurance $86,852--- 0.1%
Conferences, conventions and meetings $10,249--- 0.0%
Total$137,214,646100%

View the filing

2023 · Form 990 · $125,247,909 spent · pay $0 · grants $0 · events $18,815
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $119,832,136--- 95.7%
Fees: management $1,978,080--- 1.6%
Fees: other services $1,200,294--- 1.0%
Fees: accounting $1,006,423--- 0.8%
Fees: legal $541,168--- 0.4%
Fees: investment management $416,002--- 0.3%
Office expenses $168,082--- 0.1%
Insurance $86,909--- 0.1%
Conferences, conventions and meetings $18,815--- 0.0%
Total$125,247,909100%

View the filing

2022 · Form 990 · $119,712,733 spent · pay $0 · grants $0 · events $7,127
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $115,010,002--- 96.1%
Fees: management $1,848,677--- 1.5%
Fees: other services $1,311,835--- 1.1%
Fees: accounting $633,286--- 0.5%
Fees: legal $428,127--- 0.4%
Office expenses $212,931--- 0.2%
Fees: investment management $201,629--- 0.2%
Insurance $59,119--- 0.0%
Conferences, conventions and meetings $7,127--- 0.0%
Total$119,712,733100%

View the filing

2021 · Form 990 · $129,737,866 spent · pay $0 · grants $0 · events $10,926
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $124,776,040--- 96.2%
Fees: management $2,266,525--- 1.7%
Fees: other services $1,321,529--- 1.0%
Fees: accounting $542,689--- 0.4%
Fees: legal $332,851--- 0.3%
Office expenses $223,466--- 0.2%
Fees: investment management $205,210--- 0.2%
Insurance $58,630--- 0.0%
Conferences, conventions and meetings $10,926--- 0.0%
Total$129,737,866100%

View the filing

2020 · Form 990 · $125,112,414 spent · pay $0 · grants $0 · events $4,660
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $120,509,833--- 96.3%
Fees: management $1,793,924--- 1.4%
Fees: other services $1,362,452--- 1.1%
Fees: accounting $597,467--- 0.5%
Fees: legal $380,465--- 0.3%
Office expenses $242,310--- 0.2%
Fees: investment management $174,079--- 0.1%
Insurance $47,224--- 0.0%
Conferences, conventions and meetings $4,660--- 0.0%
Total$125,112,414100%

View the filing

2019 · Form 990 · $138,893,333 spent · pay $0 · grants $0 · events $5,904
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $134,286,363--- 96.7%
Fees: management $1,989,924--- 1.4%
Fees: other services $1,304,572--- 0.9%
Fees: accounting $549,576--- 0.4%
Fees: legal $290,263--- 0.2%
Office expenses $280,672--- 0.2%
Fees: investment management $137,324--- 0.1%
Insurance $48,735--- 0.0%
Conferences, conventions and meetings $5,904--- 0.0%
Total$138,893,333100%

View the filing

2018 · Form 990 · $122,612,155 spent · pay $0 · grants $0 · events $11,154
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $118,338,352--- 96.5%
Fees: management $1,707,889--- 1.4%
Fees: other services $1,508,434--- 1.2%
Fees: accounting $402,267--- 0.3%
Fees: legal $260,731--- 0.2%
Office expenses $224,361--- 0.2%
Fees: investment management $109,561--- 0.1%
Insurance $49,406--- 0.0%
Conferences, conventions and meetings $11,154--- 0.0%
Total$122,612,155100%

View the filing

2017 · Form 990 · $112,649,434 spent · pay $0 · grants $0 · events $15,115
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $108,217,124--- 96.1%
Fees: management $1,699,332--- 1.5%
Fees: other services $1,555,276--- 1.4%
Fees: accounting $519,714--- 0.5%
Fees: legal $358,102--- 0.3%
Office expenses $138,265--- 0.1%
Fees: investment management $98,314--- 0.1%
Insurance $48,192--- 0.0%
Conferences, conventions and meetings $15,115--- 0.0%
Total$112,649,434100%

View the filing

2016 · Form 990 · $103,335,469 spent · pay $0 · grants $0 · events $1,833
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $98,481,341--- 95.3%
Fees: management $2,163,739--- 2.1%
Fees: other services $1,509,244--- 1.5%
Fees: accounting $489,322--- 0.5%
Fees: legal $406,745--- 0.4%
Office expenses $169,325--- 0.2%
Fees: investment management $75,460--- 0.1%
Insurance $38,460--- 0.0%
Conferences, conventions and meetings $1,833--- 0.0%
Total$103,335,469100%

View the filing

2015 · Form 990 · $101,030,459 spent · pay $0 · grants $0 · events $6,928
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $96,563,607--- 95.6%
Fees: management $2,115,075--- 2.1%
Fees: other services $1,385,919--- 1.4%
Fees: legal $390,879--- 0.4%
Fees: accounting $349,680--- 0.3%
Office expenses $123,178--- 0.1%
Fees: investment management $56,219--- 0.1%
Insurance $38,974--- 0.0%
Conferences, conventions and meetings $6,928--- 0.0%
Total$101,030,459100%

View the filing

2014 · Form 990 · $82,763,465 spent · pay $0 · grants $0 · events $1,742
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $78,735,168--- 95.1%
Fees: management $1,767,981--- 2.1%
Fees: other services $1,292,949--- 1.6%
Fees: accounting $389,497--- 0.5%
Fees: legal $337,284--- 0.4%
Office expenses $164,124--- 0.2%
Fees: investment management $37,210--- 0.0%
Insurance $35,390--- 0.0%
Information technology $2,120--- 0.0%
Conferences, conventions and meetings $1,742--- 0.0%
Total$82,763,465100%

View the filing

2013 · Form 990 · $85,283,832 spent · pay $0 · grants $0 · events $1,824
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $81,399,857--- 95.4%
Fees: management $1,755,138--- 2.1%
Fees: other services $1,291,387--- 1.5%
Fees: accounting $338,682--- 0.4%
Fees: legal $332,912--- 0.4%
Office expenses $105,615--- 0.1%
Insurance $34,104--- 0.0%
Fees: investment management $23,986--- 0.0%
Conferences, conventions and meetings $1,824--- 0.0%
Information technology $327--- 0.0%
Total$85,283,832100%

View the filing

2012 · Form 990 · $74,219,716 spent · pay $0 · grants $0 · events $4,851
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $70,705,136--- 95.3%
Fees: management $1,489,421--- 2.0%
Fees: other services $1,167,257--- 1.6%
Fees: legal $426,819--- 0.6%
Fees: accounting $301,331--- 0.4%
Office expenses $79,045--- 0.1%
Insurance $29,556--- 0.0%
Fees: investment management $15,433--- 0.0%
Conferences, conventions and meetings $4,851--- 0.0%
Information technology $867--- 0.0%
Total$74,219,716100%

View the filing

2011 · Form 990 · $57,848,371 spent · pay $0 · grants $0 · events $1,863
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $54,746,372--- 94.6%
Fees: management $1,201,394--- 2.1%
Fees: other services $945,956--- 1.6%
Fees: legal $494,245--- 0.9%
Fees: accounting $308,895--- 0.5%
Office expenses $110,639--- 0.2%
Insurance $33,137--- 0.1%
Information technology $5,870--- 0.0%
Conferences, conventions and meetings $1,863--- 0.0%
Total$57,848,371100%

View the filing

2010 · Form 990 · $60,711,275 spent · pay $0 · grants $0 · events $3,916
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $57,253,909--- 94.3%
Fees: management $1,456,071--- 2.4%
Fees: other services $971,008--- 1.6%
Fees: legal $434,035--- 0.7%
Fees: accounting $429,983--- 0.7%
Office expenses $114,341--- 0.2%
Insurance $35,450--- 0.1%
Fees: investment management $10,506--- 0.0%
Conferences, conventions and meetings $3,916--- 0.0%
Information technology $2,056--- 0.0%
Total$60,711,275100%

View the filing