Mission
THE VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
Public Charity
CALIFORNIA WATER SERVICE CO VEBA FOR COL BARG BEN
Based in SAN JOSE, CA, CALIFORNIA WATER SERVICE CO VEBA FOR COL BARG BEN operates as a Public Charity. The organization reported $4.6M in revenue, $2.2M in expenses, $63.5M in total assets for fiscal year 2025.
EIN: 680675310
SAN JOSE, CA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$4.6M
Total Expenses$2.2M
Total Assets$63.5M
Grant Records0
Filing Years2020–2025
Officers & Directors
VP, RATES & REGULATORY AFF
Greg Milleman
VP, CORPORATE SECRETARY TRUSTEE
Michelle Mortensen
VP, GENERAL COUNSEL TRUSTEE
Shawn Bunting
TRUSTEE
Us Bank
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.6M | $2.2M | $63.5M |
| 2024 | $4.2M | $2.5M | $55.6M |
| 2023 | $2.9M | $2.6M | $52.6M |
| 2022 | $5.5M | $2.1M | $47.3M |
| 2020 | $1.3M | $700K | $49.0M |
Between 2020 and 2025, reported annual revenue grew from $1.3M to $4.6M (+240%), with total assets most recently reported at $63.5M.
Interactive year-over-year charts and full filing details available with membership.