Public Charity

AOCDS INSURANCE BENEFITS TRUST

AOCDS INSURANCE BENEFITS TRUST, of SANTA ANA, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $8.7M in revenue, $8.4M in expenses, $3.3M in total assets.

EIN: 826820943 SANTA ANA, CA Human Service Organizations NTEE: P20 Latest filing: 2025
Total Revenue$8.7M
Total Expenses$8.4M
Total Assets$3.3M
Grant Records0
Filing Years2021–2025

Mission

The purpose of this Trust is to use and invest the contributions received for the exclusive purpose of providing benefits to participants and their beneficiaries and defraying reasonable expenses of administration. This purpose shall be accomplished in accordance with all applicable laws.

Officers & Directors

Trustee Dan Bohling
Treasurer Francisco Ochoa
Trustee Jeremy Johnson
Secretary Joe Medina
Chairman Juan Viramontes
CFO Paul Bartlett

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $8.7M $8.4M $3.3M
2024 $8.0M $7.5M $3.0M
2023 $7.6M $6.9M $2.5M
2022 $7.3M $6.9M $1.9M
2021 $7.2M $7.0M $1.4M

Between 2021 and 2025, reported annual revenue grew from $7.2M to $8.7M (+20%), with total assets most recently reported at $3.3M.

Interactive year-over-year charts and full filing details available with membership.

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