Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.
Public Charity
UA Local 467 Health and Welfare Trust Fund
UA Local 467 Health and Welfare Trust Fund, of San Jose, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $37.8M in revenue, $32.5M in expenses, $72.8M in total assets.
EIN: 946415220
San Jose, CA
Latest filing: 2024
Total Revenue$37.8M
Total Expenses$32.5M
Total Assets$72.8M
Grant Records0
Filing Years2019–2024
Officers & Directors
TRUSTEE
Alex Hall
TRUSTEE
Eric Tassio
TRUSTEE
Gary Saunders
TRUSTEE
Jim Barrett
TRUSTEE
Ken Westphal
CHAIRMAN
Mark Burri
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $37.8M | $32.5M | $72.8M |
| 2023 | $39.0M | $34.9M | $66.9M |
| 2022 | $35.6M | $26.7M | $59.3M |
| 2020 | $31.1M | $28.8M | $54.6M |
| 2019 | $34.0M | $32.3M | $51.3M |
Between 2019 and 2024, reported annual revenue grew from $34.0M to $37.8M (+11%), with total assets most recently reported at $72.8M.
Interactive year-over-year charts and full filing details available with membership.