AUMdb

Operating Engineers Health & Welfare Fund

EIN 956034886 · 501(c)(9) · Public charity · Pasadena, CA · recognized 1956

Assets
$147M
Revenue
$313M
Expenses
$338M
Investment income
$4.0M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
National Investment Services Of America, Llc CRD 307169 fuzzy_auto · 96% 06/30/2024

Highest-paid contractors

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

Contractor Services Compensation
National Investment Services Invest. management $344,279

Officers & directors

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

Name Title Compensation Other
Employee Id 00468 Fund manager $267,721 $50,670
Employee Id 05084 Chief information officer $207,178 $50,670
Employee Id 03493 Director of training $207,095 $50,670
Employee Id 05145 Chief financial officer $206,363 $50,670
Employee Id 00589 Director of it applications $179,205 $50,670
Employee Id 00889 Director of human resources $156,241 $50,670
Dave Garbarino Trustee $0 $0
Shawn Kinsey Trustee $0 $0
David Sikorski Trustee $0 $0
Perry Hawkins Trustee $0 $0
Jim Ryan Trustee $0 $0
Michael Crawford Trustee $0 $0
Stanley Howard Trustee $0 $0
Patrick Velasquez Trustee $0 $0
Jaimie Angus Trustee $0 $0
Ken Hunt Trustee $0 $0
George Butorovich Trustee $0 $0
Dave Greco Trustee $0 $0
John Cooper Trustee $0 $0
Robert Ninteman Trustee $0 $0
Joe Rangel Jr Trustee $0 $0