Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES.
Public Charity
CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST
CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST is a Public Charity headquartered in Dublin, CA. Financial data from the 2025 filing: $3.4M revenue, $3.6M expenses, $5.5M total assets.
EIN: 946130509
Dublin, CA
Latest filing: 2025
Total Revenue$3.4M
Total Expenses$3.6M
Total Assets$5.5M
Grant Records0
Filing Years2021–2025
Officers & Directors
CHAIRMAN
Don Crosatto
Trustee
Jim Schwantz
TRUSTEE
Mark Martin
TRUSTEE
Michael Henneberry
Trustee
Rich Morales
TRUSTEE
Robert Garcia
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.4M | $3.6M | $5.5M |
| 2024 | $3.7M | $3.5M | $5.6M |
| 2023 | $3.9M | $3.8M | $4.9M |
| 2022 | $4.6M | $4.5M | $4.8M |
| 2021 | $5.7M | $5.5M | $5.5M |
Between 2021 and 2025, reported annual revenue declined from $5.7M to $3.4M (-40%), with total assets most recently reported at $5.5M.
Interactive year-over-year charts and full filing details available with membership.