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Employer Identification Number 26-1574455

OCU HEALTH AND WELFARE TRUST is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:OCU HEALTH AND WELFARE TRUST
Employer identification number (EIN):26-1574455
EIN Issuing AuthorityInternet
NAIC Classification:561110
NAIC Description:Office Administrative Services
401k Pension/Benefits registration OCU HEALTH AND WELFARE TRUST 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementHEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.
Number of Employees0
Number of Volunteers0
Year Formed2008

Organization Governance

Legal DomicileCA
Voting Members - Governing Body6
Voting Members - Independent6

Organization Financials

2024-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 24,657,885
Program Service Revenue from current yearUSD $ 25,774,127
Investment Income from prior yearUSD $ 3,817,372
Investment Income from current yearUSD $ 98,055,943
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 226,256,746
Net assets / fund balances at end of fiscal yearUSD $ 295,325,973
Net assets / fund balances at beginning of fiscal yearUSD $ 271,397,844
Total liabilities at end of fiscal yearUSD $ 2,399,943
Total liabilities at beginning of fiscal yearUSD $ 2,377,768
Total assets at end of fiscal yearUSD $ 297,725,916
Total assets at beginning of fiscal yearUSD $ 273,775,612
Revenues less expenses for current yearUSD $ 96,833,146
Revenues less expenses for previous yearUSD $ 1,807,756
Total expenses for current yearUSD $ 26,996,924
Total expenses for previous yearUSD $ 26,667,501
Other expenses in current yearUSD $ 1,524,898
Other expenses in previous yearUSD $ 1,481,445
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 25,472,026
Benefits paid to or for members in previous yearUSD $ 25,186,056
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 123,830,070
Total revenue in previous fiscal yearUSD $ 28,475,257
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 23,453,686
Program Service Revenue from current yearUSD $ 24,657,885
Investment Income from prior yearUSD $ 8,966,356
Investment Income from current yearUSD $ 3,817,372
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 34,247,292
Net assets / fund balances at end of fiscal yearUSD $ 271,397,844
Net assets / fund balances at beginning of fiscal yearUSD $ 241,158,617
Total liabilities at end of fiscal yearUSD $ 2,377,768
Total liabilities at beginning of fiscal yearUSD $ 1,948,924
Total assets at end of fiscal yearUSD $ 273,775,612
Total assets at beginning of fiscal yearUSD $ 243,107,541
Revenues less expenses for current yearUSD $ 1,807,756
Revenues less expenses for previous yearUSD $ 9,368,117
Total expenses for current yearUSD $ 26,667,501
Total expenses for previous yearUSD $ 23,051,925
Other expenses in current yearUSD $ 1,481,445
Other expenses in previous yearUSD $ 1,444,667
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 25,186,056
Benefits paid to or for members in previous yearUSD $ 21,607,258
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 28,475,257
Total revenue in previous fiscal yearUSD $ 32,420,042
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 23,720,845
Program Service Revenue from current yearUSD $ 23,453,686
Investment Income from prior yearUSD $ 4,236,418
Investment Income from current yearUSD $ 8,966,356
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 42,874,891
Net assets / fund balances at end of fiscal yearUSD $ 241,158,617
Net assets / fund balances at beginning of fiscal yearUSD $ 274,862,508
Total liabilities at end of fiscal yearUSD $ 1,948,924
Total liabilities at beginning of fiscal yearUSD $ 1,862,286
Total assets at end of fiscal yearUSD $ 243,107,541
Total assets at beginning of fiscal yearUSD $ 276,724,794
Revenues less expenses for current yearUSD $ 9,368,117
Revenues less expenses for previous yearUSD $ 6,314,648
Total expenses for current yearUSD $ 23,051,925
Total expenses for previous yearUSD $ 21,642,615
Other expenses in current yearUSD $ 1,444,667
Other expenses in previous yearUSD $ 1,358,141
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 21,607,258
Benefits paid to or for members in previous yearUSD $ 20,284,474
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 32,420,042
Total revenue in previous fiscal yearUSD $ 27,957,263
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 21,622,669
Program Service Revenue from current yearUSD $ 23,720,845
Investment Income from prior yearUSD $ 2,546,667
Investment Income from current yearUSD $ 4,236,418
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 59,351,523
Net assets / fund balances at end of fiscal yearUSD $ 274,862,508
Net assets / fund balances at beginning of fiscal yearUSD $ 245,121,003
Total liabilities at end of fiscal yearUSD $ 1,862,286
Total liabilities at beginning of fiscal yearUSD $ 1,804,284
Total assets at end of fiscal yearUSD $ 276,724,794
Total assets at beginning of fiscal yearUSD $ 246,925,287
Revenues less expenses for current yearUSD $ 6,314,648
Revenues less expenses for previous yearUSD $ 3,964,179
Total expenses for current yearUSD $ 21,642,615
Total expenses for previous yearUSD $ 20,205,157
Other expenses in current yearUSD $ 1,358,141
Other expenses in previous yearUSD $ 1,311,164
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 20,284,474
Benefits paid to or for members in previous yearUSD $ 18,893,993
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 27,957,263
Total revenue in previous fiscal yearUSD $ 24,169,336
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 24,400,245
Program Service Revenue from current yearUSD $ 21,622,669
Investment Income from prior yearUSD $ 5,343,854
Investment Income from current yearUSD $ 2,546,667
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 34,582,362
Net assets / fund balances at end of fiscal yearUSD $ 245,121,003
Net assets / fund balances at beginning of fiscal yearUSD $ 220,780,931
Total liabilities at end of fiscal yearUSD $ 1,804,284
Total liabilities at beginning of fiscal yearUSD $ 2,069,346
Total assets at end of fiscal yearUSD $ 246,925,287
Total assets at beginning of fiscal yearUSD $ 222,850,277
Revenues less expenses for current yearUSD $ 3,964,179
Revenues less expenses for previous yearUSD $ 8,562,539
Total expenses for current yearUSD $ 20,205,157
Total expenses for previous yearUSD $ 21,181,560
Other expenses in current yearUSD $ 1,311,164
Other expenses in previous yearUSD $ 1,199,670
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 18,893,993
Benefits paid to or for members in previous yearUSD $ 19,981,890
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 24,169,336
Total revenue in previous fiscal yearUSD $ 29,744,099
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 31,221,345
Program Service Revenue from current yearUSD $ 24,400,245
Investment Income from prior yearUSD $ 6,021,832
Investment Income from current yearUSD $ 5,343,854
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 29,744,099
Net assets / fund balances at end of fiscal yearUSD $ 220,780,931
Net assets / fund balances at beginning of fiscal yearUSD $ 188,080,544
Total liabilities at end of fiscal yearUSD $ 2,069,346
Total liabilities at beginning of fiscal yearUSD $ 2,036,490
Total assets at end of fiscal yearUSD $ 222,850,277
Total assets at beginning of fiscal yearUSD $ 190,117,034
Revenues less expenses for current yearUSD $ 8,562,539
Revenues less expenses for previous yearUSD $ 16,430,135
Total expenses for current yearUSD $ 21,181,560
Total expenses for previous yearUSD $ 20,813,042
Other expenses in current yearUSD $ 1,199,670
Other expenses in previous yearUSD $ 1,149,598
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 19,981,890
Benefits paid to or for members in previous yearUSD $ 19,663,444
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 29,744,099
Total revenue in previous fiscal yearUSD $ 37,243,177
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 31,981,381
Program Service Revenue from current yearUSD $ 31,221,345
Investment Income from prior yearUSD $ 936,164
Investment Income from current yearUSD $ 6,021,832
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 67,853,150
Net assets / fund balances at end of fiscal yearUSD $ 188,080,544
Net assets / fund balances at beginning of fiscal yearUSD $ 185,725,903
Total liabilities at end of fiscal yearUSD $ 2,036,490
Total liabilities at beginning of fiscal yearUSD $ 2,292,941
Total assets at end of fiscal yearUSD $ 190,117,034
Total assets at beginning of fiscal yearUSD $ 188,018,844
Revenues less expenses for current yearUSD $ 16,430,135
Revenues less expenses for previous yearUSD $ 12,751,365
Total expenses for current yearUSD $ 20,813,042
Total expenses for previous yearUSD $ 20,166,180
Other expenses in current yearUSD $ 1,149,598
Other expenses in previous yearUSD $ 1,216,947
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 19,663,444
Benefits paid to or for members in previous yearUSD $ 18,949,233
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 37,243,177
Total revenue in previous fiscal yearUSD $ 32,917,545
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 33,152,828
Program Service Revenue from current yearUSD $ 37,525,136
Investment Income from prior yearUSD $ 432,907
Investment Income from current yearUSD $ -304,926
Other Revenue from prior yearUSD $ 365,995
Other Revenue from current yearUSD $ 1,213,982
Gross receipts from all sourcesUSD $ 42,634,192
Net assets / fund balances at end of fiscal yearUSD $ 128,587,700
Net assets / fund balances at beginning of fiscal yearUSD $ 115,251,990
Total liabilities at end of fiscal yearUSD $ 3,214,803
Total liabilities at beginning of fiscal yearUSD $ 2,649,666
Total assets at end of fiscal yearUSD $ 131,802,503
Total assets at beginning of fiscal yearUSD $ 117,901,656
Revenues less expenses for current yearUSD $ 16,785,831
Revenues less expenses for previous yearUSD $ 13,802,799
Total expenses for current yearUSD $ 21,648,361
Total expenses for previous yearUSD $ 20,148,931
Other expenses in current yearUSD $ 1,018,684
Other expenses in previous yearUSD $ 1,056,017
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 20,629,677
Benefits paid to or for members in previous yearUSD $ 19,092,914
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 38,434,192
Total revenue in previous fiscal yearUSD $ 33,951,730
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 1,213,982
2014-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 29,902,729
Program Service Revenue from current yearUSD $ 33,152,828
Investment Income from prior yearUSD $ 2,386,113
Investment Income from current yearUSD $ 432,907
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 365,995
Gross receipts from all sourcesUSD $ 33,951,730
Net assets / fund balances at end of fiscal yearUSD $ 115,251,990
Net assets / fund balances at beginning of fiscal yearUSD $ 97,175,505
Total liabilities at end of fiscal yearUSD $ 2,649,666
Total liabilities at beginning of fiscal yearUSD $ 2,334,627
Total assets at end of fiscal yearUSD $ 117,901,656
Total assets at beginning of fiscal yearUSD $ 99,510,132
Revenues less expenses for current yearUSD $ 13,802,799
Revenues less expenses for previous yearUSD $ 14,263,553
Total expenses for current yearUSD $ 20,148,931
Total expenses for previous yearUSD $ 18,025,289
Other expenses in current yearUSD $ 1,056,017
Other expenses in previous yearUSD $ 1,008,516
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 19,092,914
Benefits paid to or for members in previous yearUSD $ 17,016,773
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 33,951,730
Total revenue in previous fiscal yearUSD $ 32,288,842
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 365,995

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 261574455

USA Mailing Address
4399 SANTA ANITA AVENUE, SUITE 200
EL MONTE
CA
91731
Date first seen: 2007-01-01
Date last seen: 2025-06-30
USA Mailing Address
1055 PARK VIEW DRIVE No 111
COVINA
CA
91722
Date first seen: 2007-01-01
Date last seen: 2025-06-30
USA Mailing Address
1055 PARK VIEW DRIVE, SUITE 111
COVINA
CA
91722
Date first seen: 2007-01-01
Date last seen: 2026-02-25

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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