AUMdb

Carpenters Health And Welfare Trust

EIN 941234856 · 501(c)(9) · Public charity · Oakland, CA · recognized 1964

Assets
$738M
Revenue
$480M
Expenses
$557M
Investment income
$28.1M

Form 990 fiscal year ended 08/31/2024

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
Carpenter Funds Administrative Office Of Administration $7,526,034
Blue Cross Of California Benefits administrator $2,538,271
Delta Dental Benefits administrator $1,291,301
Hstechnology Benefits administrator $719,321
Medco Benefits administrator $677,962

Officers & directors

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

Name Title Compensation Other
Jay Bradshaw Co chair $324,035 $136,716
Jacob Adiarte Trustee $208,641 $107,891
Sean Hebard Trustee $207,417 $107,591
Edward Gable Trustee (thru mar. '24) $205,777 $107,591
Daniel Nuncio Trustee $204,571 $106,537
Eddy Luna Trustee (thru nov. '23) $188,193 $102,971
Dan Mcculloch Trustee (as of jan. '24) $177,883 $99,872
Daniel Gregg Trustee $173,526 $99,572
Martin Espinoza Jr Trustee (as of mar '24) $173,526 $99,572
Randy Jenco Co chair $0 $0
Robert Alten Trustee $0 $0
Nancy Brinkerhoff Trustee $0 $0
Mike Mencarini Trustee $0 $0
Don Dolly Trustee $0 $0
Kathryn Cahill Thompson Trustee $0 $0
Scott Smith Trustee $0 $0