Public Charity

Labor Alliance Managed Trust Fund

Labor Alliance Managed Trust Fund is a Public Charity headquartered in Pleasanton, CA. Financial data from the 2025 filing: $283.1M revenue, $273.2M expenses, $94.5M total assets.

EIN: 943217575 Pleasanton, CA Latest filing: 2025

Total Revenue$283.1M

Total Expenses$273.2M

Total Assets$94.5M

Grant Records0

Filing Years2021–2025

Mission

TO PROVIDE HOSPITAL AND HEALTH BENEFITS TO PARTICIPANTS IN A MULTIEMPLOYER PLAN.

Officers & Directors

Trustee Carlos Barnett

Trustee Chuck Martin

Trustee Eric Jimenez

trustee Frank Sevilla

Trustee Larry Valenti

Trustee Lyle Mcvicar

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2025	$283.1M	$273.2M	$94.5M
2024	$255.2M	$242.8M	$83.4M
2023	$210.4M	$199.2M	$64.5M
2022	$181.7M	$175.5M	$51.3M
2021	$164.7M	$162.6M	$45.5M

Between 2021 and 2025, reported annual revenue grew from $164.7M to $283.1M (+72%), with total assets most recently reported at $94.5M.

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

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