BRICK MASONS HEALTH AND WELFARE TRUST FUND

Address
1050 LAKES DRIVE NO 120
WEST COVINA, CA 917902910
Contact
Phone: +1 (626) 646-1090
Nonprofit
NTEE: Y43 - Voluntary Employees Beneficiary Associations (Non-Government)
EIN: 95-6041102

Mission

PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
 20172016201520142013
Basic features of the organization
Year of formation1960
Subsection code09
PF filing required0    
Metropolitan statistical area4472
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00  
Number of employees000  
Number of people compensated >$100k000  
Number of volunteers000  
Number of highly compensated contractors111  
Personnel
Aldaco, Lupe
TitleTRUSTEEALTERNATE TRUSTEE   
Name of key/compensated personLUPE ALDACO JRLUPE ALDACO JR   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Anthony, Gary
Title TRUSTEE - PASTTRUSTEE  
Name of key/compensated person GARY ANTHONYGARY ANTHONY  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 2.002.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Boggio, Chad
TitleALTERNATE TRUSTEE    
Name of key/compensated personCHAD BOGGIO    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Brisson, Christ
TitleALTERNATE TRUSTEE    
Name of key/compensated personCHRIST BRISSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Chrysler, John
TitleALTERNATE TRUSTEEALTERNATE TRUSTEE   
Name of key/compensated personJOHN CHRYSLERJOHN CHRYSLER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Collins, Robert
TitleTRUSTEE - PASTTRUSTEE   
Name of key/compensated personROBERT COLLINSROBERT COLLINS   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Compensation, See
TitlePAID BY RELATED ORGANIZATIONSPAID BY RELATED ORGANIZATIONSPAID BY RELATED ORGANIZATIONS  
Name of key/compensated personSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATION  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $1.00$1.00$1.00  
Garcia, Daniel
TitleSECRETARY/TRUSTEECHARIMAN/TRUSTEETRUSTEE  
Name of key/compensated personDANIEL GARCIADANIEL GARCIADANIEL GARCIA  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Kemp, Dana
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personDANA KEMPDANA KEMPDANA KEMP  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Sles, Doug
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personDOUG SLESDOUG SLESDOUG SLES  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Smith, Frank
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personFRANK SMITHFRANK SMITHFRANK SMITH  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Smith, Jimmy
TitleCHAIRMAN/TRUSTEETRUSTEETRUSTEE  
Name of key/compensated personJIMMY SMITHJIMMY SMITHJIMMY SMITH  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Tejeda, Kenneth
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personKENNETH TEJEDAKENNETH TEJEDAKENNETH TEJEDA  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Whitney, Dick
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personDICK WHITNEYDICK WHITNEYDICK WHITNEY  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS.TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS.TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS.  
Programs, including revenue & expenses
PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
Program descriptionPROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.  
Financial data
Revenue
Total revenue$7,777,962.00$7,322,836.00$5,137,394.00  
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$124,787.00$123,350.00$236,784.00  
Total revenue from grants, etc., current yr$0.00$0.00$0.00  
Total unrelated business revenue$0.00$0.00$0.00  
Other revenue, current yr$5,445.00$20,370.00$45.00  
Net unrelated business taxable revenue$0.00$0.00$0.00  
Program service revenue (total)$7,647,730.00$7,179,116.00$4,900,565.00$4,844,635.00$4,729,959.00
Gross receipts$7,998,818.00$7,411,144.00$7,837,828.00  
Other types of revenue
Miscellaneous revenue (total)$5,445.00$20,370.00$45.00  
Income from dividends, interest, and similar investments$126,078.00$114,544.00$137,133.00  
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$7,126,850.00$7,263,071.00$6,034,674.00  
Fees for services
Legal fees (total)$21,969.00$23,370.00$6,733.00  
Fundraising service fees (total)$0.00$0.00$0.00  
General management fees (total)$196,123.00$190,416.00$185,027.00  
Investment management fees (total)$34,045.00$17,283.00$3,728.00  
Assets and liabilities
Total assets$6,802,322.00$5,901,583.00$5,878,427.00$6,551,366.00$7,805,013.00
Total assets, beginning of year$5,901,583.00$5,878,427.00$6,551,366.00  
Total liabilities$3,954,535.00$3,721,555.00$3,667,486.00$3,424,697.00$3,445,616.00
Total liabilities, beginning of year$3,721,555.00$3,667,486.00$3,424,697.00  
Net assets$2,847,787.00$2,180,028.00$2,210,941.00  
Net assets, beginning of year$2,180,028.00$2,210,941.00$3,126,669.00  
Other liabilities$3,939,361.00$3,671,871.00$3,623,240.00  
Other assets$19,346.00$15,742.00$11,492.00  
Investments: publicly traded securities$4,758,220.00$4,151,609.00$4,436,403.00  
Cash: non-interest bearing$1,176,528.00$961,494.00$810,807.00  
Cash: non-interest bearing, beginning of year$961,494.00$810,807.00$551,883.00  
Other financial variables
Revenue less expenses$651,112.00$59,765.00-$897,280.00  
Accounts receivable, net$843,192.00$769,220.00$617,512.00  
Prepaid expenses & deferred charges$5,036.00$3,518.00$2,213.00  
Accounts payable & accrued expenses$15,174.00$49,684.00$44,246.00  
Total net assets or fund balances$2,847,787.00$2,180,028.00$2,210,941.00  
Governance and accountability
Number of voting members888  
Number of independent voting members000  
Financial sheets auditedTrueTrueTrue  
Accrual accountingTrueTrueTrue  
Tax year start date2016-05-012015-05-012014-05-01  
Tax year end date2017-04-012016-04-012015-04-012014-04-012013-04-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990  
Date e-filing submitted2018-03-052017-04-182016-03-29  
IRS schema version2016v3.02015v2.12014v6.0  
Filing identifier201830389349301013201603489349300905201610299349301401  
Use these data in your project Benchmark this organization against its peers