Operating Engineers Health And Welfare Trust Fund
EIN 942784001 · 501(c)(9) · Public charity · Bothell, WA · recognized 1984
- Assets
- $822M
- Revenue
- $331M
- Expenses
- $392M
- Investment income
- $19.5M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Chartwell Investment Partners, Llc CRD 170335 | deterministic · 100% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| The Segal Company Inc | Consulting | $402,843 |
| Chartwell Investment Partners | Investment mgmt | $762,755 |
| Zenith American Solutions | Contract admin. | $5,742,358 |
| Optum Rx | Prescription admin | $660,781 |
| Medexpert | Medical consulting | $461,888 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Kevin J Albanese | Trustee | $0 | $0 |
| Fg Crosthwaite | Trustee(former) | $0 | $0 |
| Thomas Holsman | Trustee | $0 | $0 |
| Tom Squeri | Trustee | $0 | $0 |
| James E Murray | Co-chairman | $0 | $0 |
| Mark Swaney | Trustee | $0 | $0 |
| Michael Vlaming | Trustee | $0 | $0 |
| Justin Diston | Trustee | $0 | $0 |
| Bruce Noel | Trustee | $0 | $0 |
| Dan Reding | Co-chairman | $0 | $0 |
| Jim Jacobs | Trustee | $0 | $0 |
| Nate Tucker | Trustee | $0 | $0 |
| Michael Battaini | Trustee | $0 | $0 |
| Charlie Warren | Trustee | $0 | $0 |
| David Stanton | Trustee | $0 | $0 |
| David Harrison | Trustee | $0 | $0 |
| Patty Dutra Bruce | Trustee | $0 | $0 |
| Frank Williams | Trustee(former) | $0 | $0 |
| Garret Updike | Trustee(former) | $0 | $0 |
| Brandon Dew | Trustee | $0 | $0 |
| Charles Lavery | Trustee | $0 | $0 |
| John Rector | Trustee | $0 | $0 |
| Jenna Carlson | Trustee | $0 | $0 |
| Jeff Cochran | Trustee | $0 | $0 |
| Kurtis Frailey | Trustee | $0 | $0 |
| Dean Fadeff | Trustee | $0 | $0 |