AUMdb

Sheet Metal Workers Local 104 Health Care Plan

EIN 942541328 · 501(c)(9) · Public charity · Pleasanton, CA · recognized 1979

Assets
$219M
Revenue
$120M
Expenses
$126M
Investment income
$3.9M

Form 990 fiscal year ended 06/30/2024

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
Benesys Inc Administration $2,828,788
Northwest Plan Services Inc Consulting $193,300
Blue Shield Of California Claims processing $955,767
Delta Dental Of California Claims processing $445,237
Smart Source Printing $166,760

Officers & directors

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

Name Title Compensation Other
Rick Werner Chairman $0 $0
Sean O'donoghue Co-chairman $0 $0
Keith Dias Trustee $0 $0
Eric Haynes Trustee $0 $0
Brian Masters Trustee $0 $0
Bob Bramlett Trustee $0 $0
Paul Steckel Trustee - term. 10/2023 $0 $0
Kathy De Jong Trustee $0 $0
Duane Davies Trustee $0 $0
Casey Van Den Heuvel Trustee $0 $0
Mike Nesbitt Trustee $0 $0
Keith Sylva Trustee $0 $0
Richard Koenig Trustee - term. 7/2023 $0 $0
Tom Trayer Trustee - eff. 7/2023 $0 $0
Mike Fisher Trustee - eff. 7/2023 $0 $0