Sheet Metal Workers Local 104 Health Care Plan
501(c)(9)
Only null% goes to programs Strong reserves
Sheet Metal Workers Local 104 Health Care Plan is a 501(c)(9) organization based in Pleasanton, California, registered in 1979, with $120,345,642 in FY2023 revenue. CharityIndex grades it B+.
7180 Koll Center Pkwy Ste 200, Pleasanton, CA, 94566 EIN 94-2541328 Since 1979
Revenue (FY2023)
$120.3M
▼ 2.2% vs prior year
Expenses (FY2023)
$126.5M
Net assets
$171.9M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Sheet Metal Workers Local 104 Health Care Plan— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating16 mo reserves · -5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Sheet Metal Workers Local 104 Health Care Plan: 16 mo reserves · -5% margin earns a B+ on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Sheet Metal Workers Local 104 Health Care Plan: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Sheet Metal Workers Local 104 Health Care Plan: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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Mission
To provide health benefits and supplemental unemployment benefits in this multiemployer plan.
Contact & location
- Address
- 7180 Koll Center Pkwy Ste 200, Pleasanton, CA, 94566
- City
- Pleasanton
- State
- California
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $86.4M (FY2013) to $120.3M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $46.7MNet assets $171.9M
Operating margin
-5.1%
Spent more than it raised in the latest fiscal year.
Total assets
$218.5M
Total liabilities
$46.7M
Net assets
$171.9M
Salaries & benefits
$75K
0% of expenses
Board members
13
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $120,345,642▼2.2% | $126,451,389▼3.6% | $171,871,669▲2.4% | $218,539,934▲1.5% | 990 |
| 2022 | $123,055,352▼2.0% | $131,214,383▲6.8% | $167,898,373▼3.2% | $215,361,817 | 990 |
| 2021 | $125,609,570▲2.6% | $122,815,151▲3.1% | $173,466,959▼14.6% | $215,380,603▼12.2% | 990 |
| 2020 | $122,415,535▼10.3% | $119,134,825▲18.9% | $203,050,687▲9.8% | $245,411,370▲10.7% | 990 |
| 2019 | $136,448,990▲4.7% | $100,169,889▼7.4% | $184,860,726▲16.9% | $221,679,948▲6.7% | 990 |
| 2018 | $130,343,750▲8.8% | $108,185,069▼0.4% | $158,080,543▲23.1% | $207,792,868▲16.8% | 990 |
| 2017 | $119,764,405▲5.6% | $108,587,023▲11.9% | $128,445,752▲10.4% | $177,956,558▲16.1% | 990 |
| 2016 | $113,387,480▲6.0% | $97,038,820▲10.1% | $116,361,241▲20.3% | $153,245,453▲18.8% | 990 |
| 2015 | $106,975,891▲13.1% | $88,170,663▲6.9% | $96,759,437▲25.2% | $128,954,559▲21.8% | 990 |
| 2014 | $94,588,301▲9.5% | $82,483,541▲8.4% | $77,308,803▲17.8% | $105,885,560▲17.4% | 990 |
| 2013 | $86,362,857 | $76,124,539▲6.8% | $65,638,257▲27.9% | $90,217,711▲15.0% | 990 |
| 2012 | — | $71,283,657▼0.7% | $51,322,143▲56.7% | $78,472,521▲37.6% | 990 |
| 2011 | — | $71,778,549▼4.2% | $32,759,388▲31.7% | $57,025,304▲9.1% | 990 |
| 2010 | — | $74,912,832▼3.0% | $24,880,237▲3.3% | $52,288,909▲2.8% | 990 |
| 2009 | — | $77,236,604 | $24,076,804 | $50,844,893 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Bob Bramlett | Trustee | 2 | — |
| Brian Masters | Trustee | 2 | — |
| Casey Van Den Heuvel | Trustee | 2 | — |
| Duane Davies | Trustee | 2 | — |
| Eric Haynes | Trustee | 2 | — |
| Kathy De Jong | Trustee | 2 | — |
| Keith Dias | Trustee | 2 | — |
| Keith Sylva | Trustee | 2 | — |
| Mike Fisher | Trustee - Eff. 7/2023 | 2 | — |
| Mike Nesbitt | Trustee | 2 | — |
| Paul Steckel | Trustee - Term. 10/2023 | 2 | — |
| Richard Koenig | Trustee - Term. 7/2023 | 2 | — |
| Rick Werner | Chairman | 4 | — |
| Sean O'donoghue | Co-chairman | 2 | — |
| Tom Trayer | Trustee - Eff. 7/2023 | 2 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Benesys Inc | Administration | $2,828,788 |
| Blue Shield of California | Claims Processing | $955,767 |
| Delta Dental of California | Claims Processing | $445,237 |
| Northwest Plan Services Inc | Consulting | $193,300 |
| Smart Source | Printing | $166,760 |
Frequently asked questions
- Is Sheet Metal Workers Local 104 Health Care Plan a legitimate nonprofit?
- Yes. Sheet Metal Workers Local 104 Health Care Plan is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 94-2541328, based in Pleasanton, California.
- What is Sheet Metal Workers Local 104 Health Care Plan's EIN?
- Sheet Metal Workers Local 104 Health Care Plan's Employer Identification Number (EIN) is 94-2541328.
- How much revenue does Sheet Metal Workers Local 104 Health Care Plan report?
- Sheet Metal Workers Local 104 Health Care Plan reported $120,345,642 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Sheet Metal Workers Local 104 Health Care Plan have?
- CharityIndex grades Sheet Metal Workers Local 104 Health Care Plan B+, based on financial health (reserves and operating margin).
- How much does Sheet Metal Workers Local 104 Health Care Plan's highest-paid employee make?
- The highest reported compensation on Sheet Metal Workers Local 104 Health Care Plan's latest Form 990 is $0, paid to Bob Bramlett (Trustee).
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Data for Sheet Metal Workers Local 104 Health Care Plan (EIN 94-2541328) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.