Public Charity

DUDEK HEALTH & WELFARE TRUST

DUDEK HEALTH & WELFARE TRUST is a Public Charity headquartered in ENCINITAS, CA. Financial data from the 2024 filing: $8.7M revenue, $8.4M expenses, $513K total assets.

EIN: 856679037 ENCINITAS, CA Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$8.7M
Total Expenses$8.4M
Total Assets$513K
Grant Records0
Filing Years2022–2024

Mission

THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK, FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS, WHO ALSO ASSIST IN THE FUNDING OF THE TRUST, FOR THE PAYMENT OF CLAIMS AND EXPENSES INCURRED UNDER THE CORRESPONDING GROUP HEALTH AND WELFARE BENEFIT ARRANGEMENT THAT PROVIDES NONTAXABLE BENEFITS TO QUALIFYING EMPLOYEES AND THEIR DEPENDENTS. THE TRUST ALSO RECEIVES IRREVOCABLE EMPLOYER CONTRIBUTIONS FOR BONA FIDE FRINGE BENEFITS PAYMENTS MADE FOR THE BENEFIT OF EMPLOYEES SUBJECT TO THE SERVICE CONTRACT ACT.

Officers & Directors

TRUSTEE Amy Paul
TRUSTEE Danielle Voss

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $8.7M $8.4M $513K
2023 $7.7M $7.7M $289K
2022 $6.4M $6.5M $314K

Between 2022 and 2024, reported annual revenue grew from $6.4M to $8.7M (+35%), with total assets most recently reported at $513K.

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

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