Nonprofit · EIN 94-1235152
LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA
Tax-exempt · PLEASANTON, CA 94588
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $470,041,298 | $484,500,536 | -$14,459,238 | $494,431,752 | $229,786,087 | $264,645,665 |
| May 31, 2024 | 990 | $445,062,944 | $424,974,673 | $20,088,271 | $499,734,932 | $227,651,434 | $272,083,498 |
| May 31, 2023 | 990 | $414,784,713 | $426,194,782 | -$11,410,069 | $439,642,506 | $211,903,394 | $227,739,112 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $442,113,668
- Investment income
- $27,809,665
- Net gain from sales of assets
- $17,529,717
- Other revenue
- $117,965
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $462,680,008
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $147,620
- Accounting fees
- $61,788
- Travel
- $5,853
Balance sheet and other
- Total assets, start of year
- $499,734,932
- Total assets, end of year
- $494,431,752
- Total liabilities, end of year
- $229,786,087
- Net assets, end of year
- $264,645,665
- Publicly traded securities
- $211,730,385
- Gross receipts
- $965,359,795
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Koponen | Co-Chairman Trustee or director, Officer | 1 | $0 |
| Oscar De LA Torre | Chairman Trustee or director, Officer | 1 | $0 |
| ENRIQUE ARGUELLO | Trustee Trustee or director | 1 | $0 |
| FERNANDO ESTRADA | Trustee Trustee or director | 1 | $0 |
| Brian Gardner | Trustee Trustee or director | 1 | $0 |
| David Gorgas | Trustee - TERM. 7/2024 Trustee or director | 1 | $0 |
| Ramon Hernandez | Trustee Trustee or director | 1 | $0 |
| KURT KNIFFIN | trustee Trustee or director | 1 | $0 |
| JERRY OVERAA | Trustee Trustee or director | 1 | $0 |
| JAMES TROUP | Trustee Trustee or director | 1 | $0 |
| DAVID THOMAS | TRUSTEE - EFF. 8/2024 Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Koponen | Co-Chairman Trustee or director, Officer | 1 | $0 |
| Oscar De LA Torre | Chairman Trustee or director, Officer | 1 | $0 |
| ENRIQUE ARGUELLO | Trustee Trustee or director | 1 | $0 |
| FERNANDO ESTRADA | Trustee Trustee or director | 1 | $0 |
| Brian Gardner | Trustee Trustee or director | 1 | $0 |
| David Gorgas | Trustee Trustee or director | 1 | $0 |
| Ramon Hernandez | Trustee Trustee or director | 1 | $0 |
| KURT KNIFFIN | trustee Trustee or director | 1 | $0 |
| JERRY OVERAA | Trustee Trustee or director | 1 | $0 |
| JAMES TROUP | Trustee Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Koponen | Co-Chairman Trustee or director, Officer | 1 | $0 |
| Oscar De LA Torre | Chairman Trustee or director, Officer | 1 | $0 |
| ENRIQUE ARGUELLO | Trustee Trustee or director | 1 | $0 |
| FERNANDO ESTRADA | Trustee Trustee or director | 1 | $0 |
| Brian Gardner | Trustee Trustee or director | 1 | $0 |
| David Gorgas | Trustee Trustee or director | 1 | $0 |
| Ramon Hernandez | Trustee Trustee or director | 1 | $0 |
| KURT KNIFFIN | trustee Trustee or director | 1 | $0 |
| JERRY OVERAA | Trustee Trustee or director | 1 | $0 |
| JAMES TROUP | Trustee Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5672 STONERIDGE DR STE 100, PLEASANTON, CA 94588-8607
- In care of
- % BRYAN BERTHIAUME
- Principal officer (990 for 2024)
- OSCAR DE LA TORRE, 5672 STONERIDGE DRIVE NO 100, PLEASANTON, CA 94588
- Signed the 990
- OSCAR DE LA TORRE, Chairman
- Phone
- (707) 864-2800
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1235152 or by the name LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION IN THIS MULTIEMPLOYER PLAN.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1235152
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $494,431,752
- Income (IRS master file)
- $965,359,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $470,041,298 | $484,500,536 | $494,431,752 | XML |
| 990 | May 2024 | $445,062,944 | $424,974,673 | $499,734,932 | XML |
| 990 | May 2023 | $414,784,713 | $426,194,782 | $439,642,506 | XML |
| 990 | May 2022 | $419,401,531 | $390,921,666 | $444,442,259 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | 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 94-1235152).
Questions about LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA
- What is the EIN of LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The employer identification number (EIN) of LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA is 94-1235152.
- Is LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA 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 LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The 990 for the year ended May 31, 2025 names OSCAR DE LA TORRE.
- Who are the officers and directors of LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The 990 for the year ended May 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $470,041,298, expenses of $484,500,536 and total assets of $494,431,752 at year end.
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