AUMdb

Overland West Inc Welfare Benefit Tr

EIN 206002062 · 501(c)(9) · Public charity · Ogden, UT · recognized 2003

Assets
$593K
Revenue
$3.8M
Expenses
$4.0M
Investment income
$0

Form 990 fiscal year ended 05/31/2024

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Jerry H Petersen Trustee $344,571 $45,100
Morgan Keyes Trustee $289,203 $41,054
Trevor Steenblik Trustee $235,900 $0
Tami Hull Trustee $138,835 $18,868
Claudia Allred Trustee (until 10/23) $108,857 $35,910