Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Public Charity
ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST
Based in SANTA ANA, CA, ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST operates as a Public Charity. The organization reported $19.1M in revenue, $16.9M in expenses, $51.7M in total assets for fiscal year 2024.
EIN: 330660405
SANTA ANA, CA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$19.1M
Total Expenses$16.9M
Total Assets$51.7M
Grant Records0
Filing Years2020–2024
Officers & Directors
Trustee/SECRETARY EFF 10/2024
Angelo Lugo
TRUSTEE - EFF. 7/2024
Crystal Swart
Chair - TERM. 9/2024
Elizabeth Cooper-Butler
Trustee - TERM. 4/2024
Esperanza Martinez
Trustee
Iriss Barriga
Trustee
Jose Gomez
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $19.1M | $16.9M | $51.7M |
| 2023 | $17.8M | $17.1M | $48.1M |
| 2022 | $17.8M | $16.6M | $43.4M |
| 2021 | $17.3M | $13.1M | $45.8M |
| 2020 | $16.9M | $15.8M | $40.1M |
Between 2020 and 2024, reported annual revenue grew from $16.9M to $19.1M (+13%), with total assets most recently reported at $51.7M.
Interactive year-over-year charts and full filing details available with membership.