AUMdb

Stationary Engineers Welfare Fund

EIN 946171641 · 501(c)(9) · Public charity · Dublin, CA · recognized 1967

Assets
$219M
Revenue
$127M
Expenses
$112M
Investment income
$8.3M

Form 990 fiscal year ended 12/31/2024

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
Hsba Third party admin $596,908
Benesys Third party admin $309,327
Anthem Blue Cross Claims admin fees $294,269
Delta Dental Admin Claims admin fees $261,606
John Hancock Investment mgmt $239,833

Officers & directors

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

Name Title Compensation Other
Timothy Eggen Chairman $0 $0
Danny Murtagh Co-chair $0 $0
Jerry Kalmar Trustee- term. 11/2024 $0 $0
Jim Johnson Trustee $0 $0
David Philpott Trustee $0 $0
Bart Florence Trustee $0 $0
Jaime Vega Trustee - eff. 11/2024 $0 $0
See Schedule O For Compensation Paid by related organization $0 $0