Mission
THE PLAN IS A MULTI-EMPLOYER HEALTH AND WELFARE PLAN ASSIGNED TO PROVIDE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
Public Charity
IBEW LOCAL 40 - NECA HEALTH & WELFARE TRUST FUND
IBEW LOCAL 40 - NECA HEALTH & WELFARE TRUST FUND is a Public Charity headquartered in SAN DIEGO, CA. Financial data from the 2025 filing: $4.3M revenue, $4.0M expenses, $8.1M total assets.
EIN: 954660513
SAN DIEGO, CA
Latest filing: 2025
Total Revenue$4.3M
Total Expenses$4.0M
Total Assets$8.1M
Grant Records0
Filing Years2021–2025
Officers & Directors
TRUSTEE
Eric Cartier
TRUSTEE (ALTERNATE)
James Wilson
TRUSTEE (ALTERNATE)
Juan Rodriguez
TRUSTEE
Michael E Richards
TRUSTEE
Peter Diamond
TRUSTEE
Sean Mckenna
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.3M | $4.0M | $8.1M |
| 2024 | $3.7M | $3.2M | $7.2M |
| 2023 | $4.1M | $3.4M | $7.2M |
| 2022 | $3.5M | $3.0M | $6.4M |
| 2021 | $2.3M | $2.0M | $5.2M |
Between 2021 and 2025, reported annual revenue grew from $2.3M to $4.3M (+84%), with total assets most recently reported at $8.1M.
Interactive year-over-year charts and full filing details available with membership.