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Nonprofit · EIN 27-6204864

CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR

Also known as MICHAEL L COX TTEE

Tax-exempt · PASADENA, CA 91101

Financials

$5.9M$6M2023$7.2M$7.2M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,190,274$7,177,318$12,956$123,593$121,033$2,560
December 31, 2023990$5,879,950$5,996,298-$116,348$31,218$41,614-$10,396
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,122,189
Investment income
$0
Other revenue
$68,085

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$6,964,895
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$4,445
Accounting fees
$15,400

Balance sheet and other

Total assets, start of year
$31,218
Total assets, end of year
$123,593
Total liabilities, end of year
$121,033
Net assets, end of year
$2,560
Net assets without donor restrictions
$2,560
Gross receipts
$7,190,274
Employees
0
Volunteers
0
Year formed
2009
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PAUL BECHELYTRUSTEE
Trustee or director
2$0
NEAL DUDOVITZCHAIRPERSON
Trustee or director, Officer
2$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PAUL BECHELYTRUSTEE
Trustee or director
2$0
NEAL DUDOVITZCHAIRPERSON
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101-2479
In care of
% PACFED PAT MCGARRY
Principal officer (990 for 2024)
NEAL DUDOVITZ, 200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101
Signed the 990
Neal S Dudovitz, Chairman
Phone
(818) 243-0222
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 27-6204864 or by the name CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE SUBSCRIBING EMPLOYERS THE ABILITY TO PURCHASE VARIOUS INSURANCE PRODUCTS FOR THEIR ELIGIBLE EMPLOYEES AND THE DEPENDENTS OF SUCH EMPLOYEES.

990 for the year ended December 31, 2024

Program accomplishments

  • CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TRUST (CEHAT) IS A VOLUNTARY EMPLOYEES' BENEFITS ASSOCIATION (VEBA) EMPLOYEE WELFARE BENEFIT PLAN WHICH PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THE SUBSCRIBING EMPLOYERS. THE TRUST IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-6204864
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2010
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$123,593
Income (IRS master file)
$7,190,274

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,190,274$7,177,318$123,593XML
990December 2023$5,879,950$5,996,298$31,218XML
990December 2022$5,403,564$5,330,496$113,877IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6204864).

Questions about CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR

What is the EIN of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR?
The employer identification number (EIN) of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR is 27-6204864.
Is CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
Are donations to CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR?
The 990 for the year ended December 31, 2024 names NEAL DUDOVITZ.
Who are the officers and directors of CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CALIFORNIA EMPLOYERS HEALTHCARE ALLIANCE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,190,274, expenses of $7,177,318 and total assets of $123,593 at year end.

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