AUMdb

Arizona Operating Engineers Health And Welfare Trust Fund

EIN 866025730 · 501(c)(9) · Public charity · Phoenix, AZ · recognized 1970

Assets
$62.6M
Revenue
$24.5M
Expenses
$20.2M
Investment income
$555K

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Southwest Service Administrators Administrator $287,490

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
David Martin Chairman $0 $0
Mike Lee Secretary $0 $0
Tim Davies Trustee $0 $0
David Sikorski Trustee $0 $0
Steve Campbell Trustee $0 $0
Jay Stevens Trustee $0 $0
Shannon Wright Trustee $0 $0
David Garbarino Trustee $0 $0
Perry Hawkins Trustee $0 $0