Associated Employers Health & Welfare Trust

Organization Overview

Associated Employers Health & Welfare Trust is located in Spokane, WA. The organization was established in 1979. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Associated Employers Health & Welfare Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 12/2023, Associated Employers Health & Welfare Trust generated $3.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (60.4%) each year. All expenses for the organization totaled $53.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2023

Describe the Organization's Mission:

Part 3 - Line 1

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYERS IN INDUSTRY TRUSTS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

TO OWN THE GROUP VISION, LIFE, DISABILITY, AND DENTAL INSURANCE CONTRACTS, WHICH PROVIDE BENEFITS TO PARTICIPANTS IN THE SPONSORED INDUSTRY TRUSTS.


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Board, Officers & Key Employees

Name (title)Compensation
Deborah Brady
Trustee
$2,030
Robin Hilleary
Trustee
$2,030
Gayle Lawrence
Trustee
$2,030
James Dewalt
Administrator
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$0
Investment income $3,331
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $3,331

Peer Organizations

Organization NameAssets
Spokane Fire Firghters Benefit Trust
Seattle, WA
$11,835,802
United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr
Tualatin, OR
$35,161,860
Washington Alliance For Healthcare Insurance Trust
Mukilteo, WA
$6,738,858
Washington Business Services Health Trust
Spokane, WA
$7,648,137
Arizona Technology Council Employee Benefit Trust
Mukilteo, WA
$7,452,553
Vancouver Firefighters Union Health And Welfare Trust
Vancouver, WA
$7,392,308
Public Safety Emp Association Health And Welfare Trust
Seattle, WA
$7,330,342
Washington Manufacturing Health Trust
Spokane, WA
$5,774,830
Alaska Public Employees Insurance Group Trust
Anchorage, AK
$5,683,265
Puget Sound Benefits Plan
Seattle, WA
$5,141,872
Seiu Local 105 Health And Welfare Trust Fund
Seattle, WA
$4,947,394
Washington Retail Health Trust
Spokane, WA
$4,913,661
Washington State Auto Dealers Insurance Trust Fund
Mukilteo, WA
$4,305,306
Cowles Company Medical Plan Veba Trust
Spokane, WA
$3,658,373
Regional District Council Welfare Plan & Trust
Portland, OR
$4,837,638
Cedar Health Trust
Tacoma, WA
$3,160,965
Northwest I A M Benefit Trust
Seattle, WA
$2,906,967
State Of Montana Voluntary Employee Beneficiary Association Health
Spokane, WA
$3,369,124
Vigilant Manufacturers Trust Of Arizona
Mukilteo, WA
$2,784,991
Porac Retree Medical Tr
Mukilteo, WA
$17,521,616
Osborne Construction Company Employee Benefit Tr For Salaried E
Redmond, WA
$2,299,650
Osborne Construction Company Employee Benefit Tr For Hourly Emp
Redmond, WA
$2,354,131
Jefferson County Veba Employee Plan Tr
Rigby, ID
$2,774,945
Portland Police Association Retiree Health Plan And Trust
Spokane, WA
$3,521,007
Hamilton Construction Company Employee Benefits Trust
Springfield, OR
$3,649,937

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