California Service Employees Health And Welfare Trust Fund
EIN 941206350 · 501(c)(9) · Public charity · Seattle, WA · recognized 1955
- Assets
- $161M
- Revenue
- $143M
- Expenses
- $123M
- Investment income
- $11.6M
Form 990 fiscal year ended 04/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 93% | 04/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Northwest Administrators' Inc | Administrator | $850,618 |
| Withumsmith Brown Pc | Accounting services | $375,755 |
| Segal Consulting | Consulting | $232,540 |
| Mcmorgan Company Llc | Investment manager | $200,775 |
| Building Skills Partnership | Program activities | $115,602 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Virginia Vigil | Health & welfare coordinator | $159,974 | $71,293 |
| Raymond Nann | Alternate trustee | $18,000 | $41,280 |
| Larry T Smith | Trustee | $18,000 | $41,280 |
| James Altieri | Alternate trustee | $18,000 | $41,280 |
| David Huerta | Trustee | $0 | $0 |
| Mark Sharwood | Trustee - chairman | $0 | $0 |
| Christopher Bouvier | Trustee | $0 | $0 |
| Luis Fuentes | Alternate trustee | $0 | $0 |
| See Schedule O For Comp | Paid by related org | $0 | $0 |