AUMdb

Laborers Health And Welfare Trust Fund For Northern California

EIN 941235152 · 501(c)(9) · Public charity · Pleasanton, CA · recognized 1955

Assets
$500M
Revenue
$445M
Expenses
$425M
Investment income
$7.6M

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Mcmorgan & Company Llc CRD 115060 fuzzy_auto · 93% 05/31/2024

Highest-paid contractors

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

Contractor Services Compensation
Laborers Fund Administrative Office Administrator $14,332,005
Transcarent Inc Cash management $571,578
Anthem Blue Cross Claims admin $4,942,961
Part D Advisors Inc Medicare consulting $453,745
Mcmorgan Company Investment mgmt $449,733

Officers & directors

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

Name Title Compensation Other
Bill Koponen Co-chairman $0 $0
Oscar De La Torre Chairman $0 $0
Enrique Arguello Trustee $0 $0
Fernando Estrada Trustee $0 $0
Brian Gardner Trustee $0 $0
David Gorgas Trustee $0 $0
Ramon Hernandez Trustee $0 $0
Kurt Kniffin Trustee $0 $0
Jerry Overaa Trustee $0 $0
James Troup Trustee $0 $0
See Sch O For Compensation Paid by related organizations $0 $0