NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST
2024 · Form 990 · revenue $35.9M · expenses $31.9M · assets $43.8M
- Also known as
- Health Care Plan
- EIN
- 77-6113549
- Address
- 3240B CONSTITUTION DR, LIVERMORE, CA 94551-7567
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1996
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| See Schedule O For Compensation (former) | PAID BY RELATED ORGANIZATIONS | 2013-2021 | $1 | $8 | 2 |
Unpaid officers and directors · 23 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Steve Alarcon | TRUSTEE | 2023-2024 | 5 |
| Stan Capelli | CO-CHAIR | 2023-2024 | 14 |
| Dustin Saccone | TRUSTEE | 2015-2024 | 2 |
| rick werner | TRUSTEE | 2014-2024 | 5 |
| Fred Latu | CHAIR | 2024 | 7 |
| Corey Van Rys | TRUSTEE | 2023-2024 | 3 |
| Sal Rotolo | CHAIR - TERM - AUGUST 2024 | 2010-2024 | 10 |
| Gary Myers | TRUSTEE | 2018-2024 | 5 |
| Chris May | TRUSTEE | 2020-2024 | 1 |
| See Sch O For Compensation | PAID BY RELATED ORGANIZATIONS | 2022-2024 | 1 |
| Michael Mark (former) | TRUSTEE - TERM 07/2023 | 2018-2023 | 7 |
| Mike Lopez (former) | TRUSTEE - TERM - 01/2023 | 2012-2023 | 5 |
| Jim Conway (former) | CO-CHAIR - TERM - 01/2023 | 2012-2023 | 10 |
| Rob Bell (former) | TRUSTEE - PAST | 2015-2020 | 1 |
| Dennis Canevari (former) | TRUSTEE - PAST | 2010-2018 | 11 |
| Richard Cooke (former) | TRUSTEE - PAST | 2011-2018 | 1 |
| David Lawson (former) | TRUSTEE - PAST | 2012-2016 | 1 |
| Matthew Smith (former) | TRUSTEE - PAST | 2010-2015 | 4 |
| Lonnie Petty (former) | TRUSTEE - PAST | 2010-2015 | 8 |
| Tony Ledoux (former) | TRUSTEE - PAST | 2010-2014 | 2 |
| Frank Flores (former) | TRUSTEE - PAST | 2010-2012 | 4 |
| Mark Bowers (former) | TRUSTEE - PAST | 2010-2012 | 4 |
| Ken Pierson (former) | TRUSTEE - PAST | 2010-2011 | 1 |
People by year
2024 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAL ROTOLO | CHAIR - TERM - AUGUST 2024 | 2 | $0 | $0 | $0 | $0 | 10 |
| FRED LATU | CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| STAN CAPELLI | CO-CHAIR | 2 | $0 | $0 | $0 | $0 | 14 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| COREY VAN RYS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| STEVE ALARCON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| CHRIS MAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAL ROTOLO | CHAIR | 2 | $0 | $0 | $0 | $0 | 10 |
| JIM CONWAY | CO-CHAIR - TERM - 01/2023 | 2 | $0 | $0 | $0 | $0 | 10 |
| STAN CAPELLI | CO-CHAIR - FROM - 01/2023 | 2 | $0 | $0 | $0 | $0 | 14 |
| MIKE LOPEZ | TRUSTEE - TERM - 01/2023 | 2 | $0 | $0 | $0 | $0 | 5 |
| STEVE ALARCON | TRUSTEE - FROM - 01/2023 | 2 | $0 | $0 | $0 | $0 | 5 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| COREY VAN RYS | TRUSTEE - FROM 07/2023 | 2 | $0 | $0 | $0 | $0 | 3 |
| CHRIS MAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MARK | TRUSTEE - TERM 07/2023 | 2 | $0 | $0 | $0 | $0 | 7 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| sal rotolo | Chair | 2 | $0 | $0 | $0 | $0 | 10 |
| jim conway | Co-Chair | 2 | $0 | $0 | $0 | $0 | 10 |
| rick werner | trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| mike lopez | trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Dustin Saccone | trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Chris May | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Michael Mark | trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Gary Myers | trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 1 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | CHAIR / TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| JIM CONWAY | CO-CHAIR / TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS MAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
2020 · 10 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 1 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHRIS MAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| ROB BELL | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROB BELL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
2018 · 11 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DENNIS CANEVARI | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 11 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| RICHARD COOKE | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROB BELL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MARK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| GARY MYERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
2017 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| RICHARD COOKE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROB BELL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 10 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DAVID LAWSON | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROB BELL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| RICHARD COOKE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 4 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| LONNIE PETTY | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 8 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DAVID LAWSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DUSTIN SACCONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROB BELL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION | 0 | $0 | $0 | $0 | $0 | 2 |
2014 · 10 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| RICK WERNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| LONNIE PETTY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 8 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DAVID LAWSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TONY LEDOUX | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 2 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY LEDOUX | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| LONNIE PETTY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 8 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DAVID LAWSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK BOWERS | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 4 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY LEDOUX | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| FRANK FLORES | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 4 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| LONNIE PETTY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 8 |
| RICHARD COOKE | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM CONWAY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MIKE LOPEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DAVID LAWSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK BOWERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY LEDOUX | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| FRANK FLORES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| KEN PIERSON | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| LONNIE PETTY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 8 |
| RICHARD COOKE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK BOWERS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SAL ROTOLO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 10 |
| MATTHEW SMITH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY LEDOUX | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| FRANK FLORES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| DENNIS CANEVARI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 11 |
| KEN PIERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LONNIE PETTY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 8 |
Highest-paid independent contractors
2024 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | LIVERMORE, CA | CONTRACT ADMIN | $985,415 |
| CALIFORNIA PHYSICIANS' SERVICE | SAN FRANCISCO, CA | PPO NETWORK FEES | $220,489 |
| Delta Dental | SAN FRANCISCO, CA | PPO NETWORK FEES | $105,232 |
2023 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | LIVERMORE, CA | CONTRACT ADMIN | $988,345 |
| CALIFORNIA PHYSICIANS' SERVICE | SAN FRANCISCO, CA | PPO NETWORK FEES | $212,919 |
| Delta Dental | SAN FRANCISCO, CA | PPO NETWORK FEES | $103,538 |
2022 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | LIVERMORE, CA | CONTRACT ADMIN | $942,818 |
| Blue Shield | San Francisco, CA | COST CONTAINMENT | $213,414 |
| Delta Dental | SAN FRANCISCO, CA | Contract Admin | $104,540 |
2021 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | LIVERMORE, CA | CONTRACT ADMINISTRATOR | $903,997 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $204,926 |
2020 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | LIVERMORE, CA | CONTRACT ADMINISTRATOR | $910,355 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $198,130 |
2019 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $910,571 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $190,167 |
| ZELIS CLAIMS | BEDMINSTER, NJ | CLAIMS REVIEW & AUDIT | $131,229 |
| DELTA DENTAL | OAKLAND, CA | CLAIMS ADMINISTRATOR | $101,484 |
2018 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $910,647 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $236,040 |
2017 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $878,659 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $221,873 |
2016 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $832,866 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $226,443 |
2015 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $860,130 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $210,212 |
2014 · 2 contractors · $990K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $843,524 |
| BLUE SHIELD | SAN FRANCISCO, CA | COST CONTAINMENT | $146,688 |
2013 · 2 contractors · $970K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | CONTRACT ADMINISTRATOR | $835,809 | |
| BLUE SHIELD | COST CONTAINMENT | $134,090 |
2012 · 2 contractors · $933K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $828,872 |
| ANTHEM BLUE CROSS OF CA | INDIANAPOLIS, IN | COST CONTAINMENT | $104,421 |
2011 · 2 contractors · $962K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $823,942 |
| ANTHEM BLUE CROSS OF CA | INDIANAPOLIS, IN | COST CONTAINMENT | $138,270 |
2010 · 2 contractors · $955K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | SAN RAMON, CA | CONTRACT ADMINISTRATOR | $801,940 |
| BLUE CROSS OF CA | INDIANAPOLIS, IN | COST CONTAINMENT | $153,227 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $35,853,501 | $31,851,154 | $43,842,555 | $32,196,578 | $0 | $34,830,227 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $33,864,711 | $28,850,153 | $38,250,139 | $27,428,361 | $0 | $32,828,809 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $35,552,965 | $31,446,334 | $31,882,697 | $21,129,521 | $0 | $32,857,758 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $29,268,156 | $29,145,759 | $31,126,708 | $21,155,691 | $0 | $28,832,357 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $29,096,740 | $26,288,106 | $30,520,368 | $20,440,390 | $0 | $28,655,760 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $32,230,955 | $30,858,335 | $27,204,559 | $16,731,124 | $0 | $31,315,571 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $28,054,452 | $27,995,264 | $25,758,450 | $14,021,195 | $0 | $27,500,697 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $25,040,197 | $26,399,636 | $24,753,375 | $14,858,099 | $0 | $24,559,689 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $23,444,764 | $22,230,775 | $23,773,376 | $15,085,344 | $0 | $23,078,160 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $24,072,824 | $22,649,555 | $22,505,871 | $13,577,657 | $0 | $22,425,851 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $19,890,145 | $23,977,152 | $22,843,917 | $13,780,391 | $0 | $19,844,164 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $21,120,285 | $18,127,579 | $24,309,558 | $17,062,240 | $0 | $20,505,473 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $19,795,592 | $19,177,153 | $20,840,692 | $14,146,929 | $0 | $19,181,226 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $17,729,544 | $18,895,717 | $19,849,871 | $12,975,197 | $0 | $16,776,752 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $17,448,035 | $17,885,290 | $21,124,088 | $14,684,089 | $0 | $16,971,469 | $0 | 0 | 0 |
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 · $31,851,154 spent · pay $0 · grants $0 · events $983
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $30,060,044 | - | - | - | 94.4% | |
| Fees: management | $1,007,519 | - | - | - | 3.2% | |
| Fees: other services | $527,300 | - | - | - | 1.7% | |
| Fees: legal | $87,029 | - | - | - | 0.3% | |
| Office expenses | $83,379 | - | - | - | 0.3% | |
| Fees: accounting | $48,590 | - | - | - | 0.2% | |
| Fees: investment management | $34,488 | - | - | - | 0.1% | |
| Insurance | $1,822 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $983 | - | - | - | 0.0% | |
| Total | $31,851,154 | 100% |
2023 · Form 990 · $28,850,153 spent · pay $0 · grants $0 · events $1,949
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,100,703 | - | - | - | 93.9% | |
| Fees: management | $978,086 | - | - | - | 3.4% | |
| Fees: other services | $525,450 | - | - | - | 1.8% | |
| Office expenses | $77,875 | - | - | - | 0.3% | |
| Fees: legal | $56,592 | - | - | - | 0.2% | |
| Fees: accounting | $42,892 | - | - | - | 0.1% | |
| Insurance | $35,725 | - | - | - | 0.1% | |
| Fees: investment management | $30,881 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,949 | - | - | - | 0.0% | |
| Total | $28,850,153 | 100% |
2022 · Form 990 · $31,446,334 spent · pay $0 · grants $0 · events $647
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $29,735,604 | - | - | - | 94.6% | |
| Fees: management | $890,431 | - | - | - | 2.8% | |
| Fees: other services | $589,888 | - | - | - | 1.9% | |
| Office expenses | $69,687 | - | - | - | 0.2% | |
| Fees: legal | $64,338 | - | - | - | 0.2% | |
| Fees: accounting | $40,232 | - | - | - | 0.1% | |
| Fees: investment management | $31,035 | - | - | - | 0.1% | |
| Insurance | $24,472 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $647 | - | - | - | 0.0% | |
| Total | $31,446,334 | 100% |
2021 · Form 990 · $29,145,759 spent · pay $0 · grants $0 · events $500
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,594,186 | - | - | - | 94.7% | |
| Fees: management | $859,800 | - | - | - | 3.0% | |
| Fees: other services | $492,597 | - | - | - | 1.7% | |
| Fees: legal | $56,514 | - | - | - | 0.2% | |
| Office expenses | $54,473 | - | - | - | 0.2% | |
| Fees: accounting | $36,786 | - | - | - | 0.1% | |
| Fees: investment management | $33,535 | - | - | - | 0.1% | |
| Insurance | $17,368 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $500 | - | - | - | 0.0% | |
| Total | $29,145,759 | 100% |
2020 · Form 990 · $26,288,106 spent · pay $0 · grants $0 · events $1,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,723,754 | - | - | - | 94.0% | |
| Fees: management | $857,792 | - | - | - | 3.3% | |
| Fees: other services | $473,860 | - | - | - | 1.8% | |
| Office expenses | $79,680 | - | - | - | 0.3% | |
| Fees: legal | $58,249 | - | - | - | 0.2% | |
| Fees: accounting | $46,804 | - | - | - | 0.2% | |
| Fees: investment management | $31,007 | - | - | - | 0.1% | |
| Insurance | $15,522 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,438 | - | - | - | 0.0% | |
| Total | $26,288,106 | 100% |
2019 · Form 990 · $30,858,335 spent · pay $0 · grants $0 · events $6,037
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $29,091,224 | - | - | - | 94.3% | |
| Fees: management | $853,925 | - | - | - | 2.8% | |
| Fees: other services | $685,637 | - | - | - | 2.2% | |
| Office expenses | $72,158 | - | - | - | 0.2% | |
| Fees: legal | $62,430 | - | - | - | 0.2% | |
| Fees: accounting | $37,168 | - | - | - | 0.1% | |
| Fees: investment management | $32,150 | - | - | - | 0.1% | |
| Insurance | $15,369 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,037 | - | - | - | 0.0% | |
| Information technology | $2,237 | - | - | - | 0.0% | |
| Total | $30,858,335 | 100% |
2018 · Form 990 · $27,995,264 spent · pay $0 · grants $0 · events $4,159
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,366,968 | - | - | - | 94.2% | |
| Fees: management | $874,829 | - | - | - | 3.1% | |
| Fees: other services | $538,755 | - | - | - | 1.9% | |
| Fees: legal | $60,129 | - | - | - | 0.2% | |
| Office expenses | $57,724 | - | - | - | 0.2% | |
| Fees: accounting | $49,759 | - | - | - | 0.2% | |
| Fees: investment management | $18,816 | - | - | - | 0.1% | |
| Insurance | $14,669 | - | - | - | 0.1% | |
| Information technology | $9,456 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $4,159 | - | - | - | 0.0% | |
| Total | $27,995,264 | 100% |
2017 · Form 990 · $26,399,636 spent · pay $0 · grants $0 · events $5,768
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,843,169 | - | - | - | 94.1% | |
| Fees: management | $844,268 | - | - | - | 3.2% | |
| Fees: other services | $475,971 | - | - | - | 1.8% | |
| Office expenses | $91,640 | - | - | - | 0.3% | |
| Fees: accounting | $51,853 | - | - | - | 0.2% | |
| Fees: legal | $41,054 | - | - | - | 0.2% | |
| Fees: investment management | $30,187 | - | - | - | 0.1% | |
| Insurance | $15,726 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,768 | - | - | - | 0.0% | |
| Total | $26,399,636 | 100% |
2016 · Form 990 · $22,230,775 spent · pay $0 · grants $0 · events $3,350
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,723,949 | - | - | - | 93.2% | |
| Fees: management | $832,866 | - | - | - | 3.7% | |
| Fees: other services | $482,743 | - | - | - | 2.2% | |
| Office expenses | $52,352 | - | - | - | 0.2% | |
| Other (as described) | TRANSITIONAL INSURANCE | $40,462 | - | - | - | 0.2% |
| Fees: legal | $33,187 | - | - | - | 0.1% | |
| Fees: investment management | $28,283 | - | - | - | 0.1% | |
| Fees: accounting | $21,083 | - | - | - | 0.1% | |
| Insurance | $12,500 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,350 | - | - | - | 0.0% | |
| Total | $22,230,775 | 100% |
2015 · Form 990 · $22,649,555 spent · pay $0 · grants $0 · events $6,094
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,120,380 | - | - | - | 93.2% | |
| Fees: management | $833,095 | - | - | - | 3.7% | |
| Fees: other services | $451,942 | - | - | - | 2.0% | |
| Other (as described) | TRANSITIONAL INSURANCE | $61,720 | - | - | - | 0.3% |
| Fees: legal | $50,285 | - | - | - | 0.2% | |
| Office expenses | $49,957 | - | - | - | 0.2% | |
| Fees: accounting | $38,142 | - | - | - | 0.2% | |
| Fees: investment management | $25,864 | - | - | - | 0.1% | |
| Insurance | $12,076 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $6,094 | - | - | - | 0.0% | |
| Total | $22,649,555 | 100% |
2014 · Form 990 · $23,977,152 spent · pay $0 · grants $0 · events $4,733
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,495,563 | - | - | - | 93.8% | |
| Fees: management | $810,236 | - | - | - | 3.4% | |
| Fees: other services | $390,257 | - | - | - | 1.6% | |
| Other (as described) | TRANSITIONAL INSURANCE | $83,804 | - | - | - | 0.3% |
| Office expenses | $66,579 | - | - | - | 0.3% | |
| Fees: legal | $45,492 | - | - | - | 0.2% | |
| Fees: accounting | $36,630 | - | - | - | 0.2% | |
| Fees: investment management | $30,631 | - | - | - | 0.1% | |
| Insurance | $13,227 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,733 | - | - | - | 0.0% | |
| Total | $23,977,152 | 100% |
2013 · Form 990 · $18,127,579 spent · pay $0 · grants $0 · events $4,506
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,795,593 | - | - | - | 92.7% | |
| Fees: management | $803,793 | - | - | - | 4.4% | |
| Fees: other services | $359,486 | - | - | - | 2.0% | |
| Office expenses | $50,605 | - | - | - | 0.3% | |
| Fees: legal | $35,527 | - | - | - | 0.2% | |
| Fees: accounting | $34,285 | - | - | - | 0.2% | |
| Fees: investment management | $28,257 | - | - | - | 0.2% | |
| Insurance | $15,527 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,506 | - | - | - | 0.0% | |
| Total | $18,127,579 | 100% |
2012 · Form 990 · $19,177,153 spent · pay $0 · grants $0 · events $5,200
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,910,665 | - | - | - | 93.4% | |
| Fees: management | $785,174 | - | - | - | 4.1% | |
| Fees: other services | $304,712 | - | - | - | 1.6% | |
| Office expenses | $63,138 | - | - | - | 0.3% | |
| Fees: accounting | $35,600 | - | - | - | 0.2% | |
| Fees: legal | $31,274 | - | - | - | 0.2% | |
| Fees: investment management | $24,712 | - | - | - | 0.1% | |
| Insurance | $16,678 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,200 | - | - | - | 0.0% | |
| Total | $19,177,153 | 100% |
2011 · Form 990 · $18,895,717 spent · pay $0 · grants $0 · events $3,344
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,646,380 | - | - | - | 93.4% | |
| Fees: management | $779,188 | - | - | - | 4.1% | |
| Fees: other services | $294,690 | - | - | - | 1.6% | |
| Office expenses | $66,835 | - | - | - | 0.4% | |
| Fees: accounting | $33,905 | - | - | - | 0.2% | |
| Fees: legal | $27,563 | - | - | - | 0.1% | |
| Fees: investment management | $27,250 | - | - | - | 0.1% | |
| Insurance | $16,562 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,344 | - | - | - | 0.0% | |
| Total | $18,895,717 | 100% |
2010 · Form 990 · $17,885,290 spent · pay $0 · grants $0 · events $5,323
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,610,421 | - | - | - | 92.9% | |
| Fees: management | $751,336 | - | - | - | 4.2% | |
| Fees: other services | $307,619 | - | - | - | 1.7% | |
| Office expenses | $72,553 | - | - | - | 0.4% | |
| Fees: investment management | $52,632 | - | - | - | 0.3% | |
| Fees: accounting | $36,110 | - | - | - | 0.2% | |
| Fees: legal | $32,860 | - | - | - | 0.2% | |
| Insurance | $16,436 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,323 | - | - | - | 0.0% | |
| Total | $17,885,290 | 100% |