AFSCME LOCAL 2076 HEALTH & WELFARE TRUST FUND
Plan context: Afscme Local 2076 and Orange County Welfare Benefit Plan
EIN 33-6136808 • Anaheim, CA • 18 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
1,834
2022 Assets
$1,504,220
2022 Contributions
$2,455,271
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 1,834 | $1,504,220 | $2,455,271 | $1,339iApproximate average salary by contribution assumption: employee only about $33,469 at 4% or $22,313 at 6%; with 50% employer match about $22,313 at 4% or $14,875 at 6%; with 100% employer match about $16,734 at 4% or $11,156 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,834 | $1,504,220 | $2,455,271 | $1,339iApproximate average salary by contribution assumption: employee only about $33,469 at 4% or $22,313 at 6%; with 50% employer match about $22,313 at 4% or $14,875 at 6%; with 100% employer match about $16,734 at 4% or $11,156 at 6%. |
| 2021 | 1 | 1,386 | $1,375,280 | $2,413,833 | $1,742iApproximate average salary by contribution assumption: employee only about $43,540 at 4% or $29,026 at 6%; with 50% employer match about $29,026 at 4% or $19,351 at 6%; with 100% employer match about $21,770 at 4% or $14,513 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,386 | $1,375,280 | $2,413,833 | $1,742iApproximate average salary by contribution assumption: employee only about $43,540 at 4% or $29,026 at 6%; with 50% employer match about $29,026 at 4% or $19,351 at 6%; with 100% employer match about $21,770 at 4% or $14,513 at 6%. |
| 2020 | 1 | 1,441 | $1,156,722 | $2,384,005 | $1,654iApproximate average salary by contribution assumption: employee only about $41,360 at 4% or $27,574 at 6%; with 50% employer match about $27,574 at 4% or $18,382 at 6%; with 100% employer match about $20,680 at 4% or $13,787 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,441 | $1,156,722 | $2,384,005 | $1,654iApproximate average salary by contribution assumption: employee only about $41,360 at 4% or $27,574 at 6%; with 50% employer match about $27,574 at 4% or $18,382 at 6%; with 100% employer match about $20,680 at 4% or $13,787 at 6%. |
| 2019 | 1 | 1,527 | $961,998 | $2,374,245 | $1,555iApproximate average salary by contribution assumption: employee only about $38,871 at 4% or $25,914 at 6%; with 50% employer match about $25,914 at 4% or $17,276 at 6%; with 100% employer match about $19,436 at 4% or $12,957 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,527 | $961,998 | $2,374,245 | $1,555iApproximate average salary by contribution assumption: employee only about $38,871 at 4% or $25,914 at 6%; with 50% employer match about $25,914 at 4% or $17,276 at 6%; with 100% employer match about $19,436 at 4% or $12,957 at 6%. |
| 2018 | 1 | 1,460 | $758,316 | $2,287,998 | $1,567iApproximate average salary by contribution assumption: employee only about $39,178 at 4% or $26,119 at 6%; with 50% employer match about $26,119 at 4% or $17,412 at 6%; with 100% employer match about $19,589 at 4% or $13,059 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,460 | $758,316 | $2,287,998 | $1,567iApproximate average salary by contribution assumption: employee only about $39,178 at 4% or $26,119 at 6%; with 50% employer match about $26,119 at 4% or $17,412 at 6%; with 100% employer match about $19,589 at 4% or $13,059 at 6%. |
| 2017 | 1 | 1,427 | $631,236 | $2,261,671 | $1,585iApproximate average salary by contribution assumption: employee only about $39,623 at 4% or $26,415 at 6%; with 50% employer match about $26,415 at 4% or $17,610 at 6%; with 100% employer match about $19,811 at 4% or $13,208 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,427 | $631,236 | $2,261,671 | $1,585iApproximate average salary by contribution assumption: employee only about $39,623 at 4% or $26,415 at 6%; with 50% employer match about $26,415 at 4% or $17,610 at 6%; with 100% employer match about $19,811 at 4% or $13,208 at 6%. |
| 2016 | 1 | 1,489 | $397,043 | $2,193,631 | $1,473iApproximate average salary by contribution assumption: employee only about $36,831 at 4% or $24,554 at 6%; with 50% employer match about $24,554 at 4% or $16,369 at 6%; with 100% employer match about $18,415 at 4% or $12,277 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,489 | $397,043 | $2,193,631 | $1,473iApproximate average salary by contribution assumption: employee only about $36,831 at 4% or $24,554 at 6%; with 50% employer match about $24,554 at 4% or $16,369 at 6%; with 100% employer match about $18,415 at 4% or $12,277 at 6%. |
| 2015 | 1 | 1,451 | $244,665 | $2,400,190 | $1,654iApproximate average salary by contribution assumption: employee only about $41,354 at 4% or $27,569 at 6%; with 50% employer match about $27,569 at 4% or $18,380 at 6%; with 100% employer match about $20,677 at 4% or $13,785 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,451 | $244,665 | $2,400,190 | $1,654iApproximate average salary by contribution assumption: employee only about $41,354 at 4% or $27,569 at 6%; with 50% employer match about $27,569 at 4% or $18,380 at 6%; with 100% employer match about $20,677 at 4% or $13,785 at 6%. |
| 2014 | 1 | 1,446 | $247,699 | $2,173,461 | $1,503iApproximate average salary by contribution assumption: employee only about $37,577 at 4% or $25,051 at 6%; with 50% employer match about $25,051 at 4% or $16,701 at 6%; with 100% employer match about $18,789 at 4% or $12,526 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,446 | $247,699 | $2,173,461 | $1,503iApproximate average salary by contribution assumption: employee only about $37,577 at 4% or $25,051 at 6%; with 50% employer match about $25,051 at 4% or $16,701 at 6%; with 100% employer match about $18,789 at 4% or $12,526 at 6%. |
| 2013 | 1 | 1,343 | $310,944 | $1,975,410 | $1,471iApproximate average salary by contribution assumption: employee only about $36,772 at 4% or $24,515 at 6%; with 50% employer match about $24,515 at 4% or $16,343 at 6%; with 100% employer match about $18,386 at 4% or $12,257 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,343 | $310,944 | $1,975,410 | $1,471iApproximate average salary by contribution assumption: employee only about $36,772 at 4% or $24,515 at 6%; with 50% employer match about $24,515 at 4% or $16,343 at 6%; with 100% employer match about $18,386 at 4% or $12,257 at 6%. |
| 2012 | 1 | 1,115 | $305,263 | $1,781,728 | $1,598iApproximate average salary by contribution assumption: employee only about $39,949 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,755 at 6%; with 100% employer match about $19,975 at 4% or $13,316 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,115 | $305,263 | $1,781,728 | $1,598iApproximate average salary by contribution assumption: employee only about $39,949 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,755 at 6%; with 100% employer match about $19,975 at 4% or $13,316 at 6%. |
| 2011 | 1 | 1,118 | $463,695 | $1,703,521 | $1,524iApproximate average salary by contribution assumption: employee only about $38,093 at 4% or $25,395 at 6%; with 50% employer match about $25,395 at 4% or $16,930 at 6%; with 100% employer match about $19,047 at 4% or $12,698 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,118 | $463,695 | $1,703,521 | $1,524iApproximate average salary by contribution assumption: employee only about $38,093 at 4% or $25,395 at 6%; with 50% employer match about $25,395 at 4% or $16,930 at 6%; with 100% employer match about $19,047 at 4% or $12,698 at 6%. |
| 2010 | 1 | 1,093 | $314,072 | $1,545,756 | $1,414iApproximate average salary by contribution assumption: employee only about $35,356 at 4% or $23,571 at 6%; with 50% employer match about $23,571 at 4% or $15,714 at 6%; with 100% employer match about $17,678 at 4% or $11,785 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,093 | $314,072 | $1,545,756 | $1,414iApproximate average salary by contribution assumption: employee only about $35,356 at 4% or $23,571 at 6%; with 50% employer match about $23,571 at 4% or $15,714 at 6%; with 100% employer match about $17,678 at 4% or $11,785 at 6%. |
| 2009 | 1 | 1,093 | $314,402 | $1,343,349 | $1,229iApproximate average salary by contribution assumption: employee only about $30,726 at 4% or $20,484 at 6%; with 50% employer match about $20,484 at 4% or $13,656 at 6%; with 100% employer match about $15,363 at 4% or $10,242 at 6%. |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 1,093 | $314,402 | $1,343,349 | $1,229iApproximate average salary by contribution assumption: employee only about $30,726 at 4% or $20,484 at 6%; with 50% employer match about $20,484 at 4% or $13,656 at 6%; with 100% employer match about $15,363 at 4% or $10,242 at 6%. |
| 2008 | 1 | 0 | $310,938 | $1,376,520 | - |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 0 | $310,938 | $1,376,520 | - |
| 2007 | 1 | 0 | $257,577 | $1,276,951 | - |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 0 | $257,577 | $1,276,951 | - |
| 2006 | 1 | 0 | $334,088 | $1,236,429 | - |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 0 | $334,088 | $1,236,429 | - |
| 2005 | 1 | 0 | $402,637 | $1,208,889 | - |
| Afscme Local 2076 and Orange County Welfare Benefit Plan | - | 0 | $402,637 | $1,208,889 | - |