Ocu Health & Welfare Trust
EIN 261574455 · 501(c)(9) · Public charity · Covina, CA · recognized 2010
- Assets
- $298M
- Revenue
- $124M
- Expenses
- $27.0M
- Investment income
- $98.1M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | deterministic · 100% | 12/31/2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Pacific Southwest Administrators | Third party administrators | $329,029 |
| Anthemblue Cross | Claims administration | $207,080 |
| Asb Capital Management | Investment manager | $161,480 |
| Ullico Investment Advisors Inc | Investment manager | $127,152 |
| Epic Brokers | Benefit consultant | $122,400 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Kurt Sulzbach | Trustee | $0 | $0 |
| Dawn Feikema | Trustee | $0 | $0 |
| Megan Ortega | Trustee | $0 | $0 |
| John Fageaux | Trustee | $0 | $0 |
| Rex Mcnamara | Trustee | $0 | $0 |
| Debbie Karmelich | Trustee | $0 | $0 |