AUMdb

Sheet Metal Workers Welfare Plan Of Southern California Arizona Nevada

EIN 956052259 · 501(c)(9) · Public charity · Manhattan Bch, CA · recognized 1961

Assets
$198M
Revenue
$102M
Expenses
$90.2M
Investment income
$8.5M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Garcia Hamilton & Associates Lp CRD 108017 fuzzy_auto · 95% 12/31/2024

Highest-paid contractors

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

Contractor Services Compensation
The Segal Co Consultant $354,653
Fox Rothschild Llp Legal counsel $119,974
Miller Kaplan Arase Llp Audit & payroll comp $237,277
Anthem Blue Cross Life Health Ppo admin. $1,720,897
Garcia Hamilton Assoc Investment mgr. $259,040

Officers & directors

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

Name Title Compensation Other
Richard Rivera Trustee $0 $0
Jeff Holly Trustee $0 $0
Brandon Zeleniak Trustee $0 $0
Todd Henard Trustee $0 $0
Anthony Campos Trustee $0 $0
Denny Cagampan Iii Trustee $0 $0
Don Sappington Ii Trustee $0 $0
Karen Fox Trustee $0 $0
Brian Gregory Trustee $0 $0
Mike Scolari Trustee $0 $0
Art Lopez Trustee $0 $0
Geremiah Robnett Trustee $0 $0
James Dillard Trustee $0 $0
Chris Gonzalez Trustee $0 $0
David Barberio Jr Trustee $0 $0
Alan Sandoval Trustee $0 $0
Stephen Hinson Trustee $0 $0
Timothy Hinson Trustee $0 $0
Al Hernandez Trustee $0 $0
Bill Shaver Trustee $0 $0
Gina Medel Trustee $0 $0
Rich Niday Trustee $0 $0
Joaquain Stallworth Trustee $0 $0
Chad Herrick Trustee $0 $0
Bryce Barler Trustee $0 $0
Michael Dean Trustee $0 $0