Civic Intelligence

Bricklayers and Allied Craftworkers Local No 3 Health and Welfare Plan

990 • Fiscal year 2022 • EIN 23-7034407

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 28, 2023

Organization ProfileN/A

View Organization Page

7180 Koll Center Parkway 200Pleasanton, CA 94566

(925) 208-9999

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.30x

Higher debt load relative to assets than 84% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.49x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

51st percentile

-5.7%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-5.8%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$16,891,935

Down $1,020,224 (-5.7%) from 2021

Net Assets

Up

$11,742,034

Up $245,810 (+2.1%) from 2021

Liabilities

Down

$5,149,901

Down $1,266,034 (-20%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin58th percentile

Revenue

Down

$10,417,789

Down $642,041 (-5.8%) from 2021

Expenses

Down

$9,685,690

Down $2,038,227 (-17%) from 2021

Net Income

Up

$732,099

Up $1,396,186 (+210%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $13,222,921Liabilities 2011: $2,397,342Net Assets 2011: $10,825,5792011Assets 2012: $14,315,326Liabilities 2012: $2,504,761Net Assets 2012: $11,810,5652012Assets 2013: $16,790,624Liabilities 2013: $5,004,482Net Assets 2013: $11,786,1422013Assets 2014: $15,335,884Liabilities 2014: $3,188,661Net Assets 2014: $12,147,2232014Assets 2015: $16,020,112Liabilities 2015: $3,155,669Net Assets 2015: $12,864,4432015Assets 2016: $16,923,766Liabilities 2016: $5,104,598Net Assets 2016: $11,819,1682016Assets 2017: $18,242,654Liabilities 2017: $5,509,768Net Assets 2017: $12,732,8862017Assets 2018: $19,688,061Liabilities 2018: $7,355,662Net Assets 2018: $12,332,3992018Assets 2019: $18,918,919Liabilities 2019: $5,223,714Net Assets 2019: $13,695,2052019Assets 2020: $17,842,827Liabilities 2020: $5,827,871Net Assets 2020: $12,014,9562020Assets 2021: $17,912,159Liabilities 2021: $6,415,935Net Assets 2021: $11,496,2242021Assets 2022: $16,891,935Liabilities 2022: $5,149,901Net Assets 2022: $11,742,0342022Assets 2023: $16,017,813Liabilities 2023: $6,307,537Net Assets 2023: $9,710,2762023Assets 2024: $15,804,751Liabilities 2024: $6,820,115Net Assets 2024: $8,984,6362024

Highlighted filing

2022

Assets$16,891,935
Liabilities$5,149,901
Net Assets$11,742,034
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,644,4172011Expenses 2012: $6,163,5742012Expenses 2013: $10,218,8022013Revenue 2014: $7,767,719Expenses 2014: $7,516,921Net Income 2014: $250,7982014Revenue 2015: $7,558,114Expenses 2015: $6,860,495Net Income 2015: $697,6192015Revenue 2016: $10,334,749Expenses 2016: $11,656,596Net Income 2016: -$1,321,8472016Revenue 2017: $12,296,714Expenses 2017: $11,410,550Net Income 2017: $886,1642017Revenue 2018: $11,688,333Expenses 2018: $12,071,802Net Income 2018: -$383,4692018Revenue 2019: $11,688,828Expenses 2019: $10,738,128Net Income 2019: $950,7002019Revenue 2020: $11,451,877Expenses 2020: $13,138,816Net Income 2020: -$1,686,9392020Revenue 2021: $11,059,830Expenses 2021: $11,723,917Net Income 2021: -$664,0872021Revenue 2022: $10,417,789Expenses 2022: $9,685,690Net Income 2022: $732,0992022Revenue 2023: $10,632,225Expenses 2023: $12,621,984Net Income 2023: -$1,989,7592023Revenue 2024: $11,508,980Expenses 2024: $12,259,795Net Income 2024: -$750,8152024

Highlighted filing

2022

Revenue$10,417,789
Expenses$9,685,690
Net Income$732,099
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 28, 2023
Return Version
2021v4.1
Gross Receipts
$10,417,789
Mission and Program Overview

Mission

Provides health, dental, and vision benefits to employees and their dependents of contractors signatory to the b.a.c.

Provides health, dental, and vision benefits to employees of contractors signatory to the b.a.c.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,407,422$12,972,489▲ $2,565,067
Rtn Earn Endowment Incm Other Fnds$11,496,224$11,742,034▲ $245,810
Investments Other Securities$3,180,148$0▼ $3,180,148
Cash and Non-Interest-Bearing Accounts$3,263,096$2,429,012▼ $834,084
Accounts Receivable$924,249$1,490,434▲ $566,185
Savings and Temporary Cash Investments$136,599$0▼ $136,599
Prepaid Expenses and Deferred Charges$645$0▼ $645
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,912,159$16,891,935▼ $1,020,224
Other Assets Total-$0-
Liabilities
Other Liabilities$4,420,637$4,171,141▼ $249,496
Accounts Payable and Accrued Expenses$1,980,592$964,054▼ $1,016,538
Deferred Revenue$14,706$14,706→ $0
Total Liabilities$6,415,935$5,149,901▼ $1,266,034
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,496,224$11,742,034▲ $245,810
Total Liabilities and Net Assets / Fund Balance$17,912,159$16,891,935▼ $1,020,224
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Dave JacksonTrustee
Gary PfeiferTrustee
Josh EstrellaTrustee
Rich Della MaggioreTrustee
Robert BennettTrustee
Robert FilippiTrustee
Ryan RuffTrustee
Steve EspinosaTrustee
Steve KantoniemiTrustee
Troy GarlandTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsContract Adminstrator7180 KOLL CENTER PARKWAY, Pleasanton, CA 94566-
Lindquist LLPCompliance Auditor5000 EXECUTIVE PARKWAY STE 400, San Romon, CA 94583-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,937,240
Investment Income
$471,707
Other Revenue
$8,842
Change in Net Assets
$732,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$821,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,864,291--$8,864,291
Fees for Services Accounting-$109,711-$109,711
All Other Expenses$81,505--$81,505
Other Expenses$58,616--$58,616
Fees for Services Legal-$43,691-$43,691
Insurance$12,505--$12,505
Total Functional Expenses$9,532,288$153,402$0$9,685,690
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Hour Bank Liabilty$2,300,000
Group Insurance Premiums Payable$1,210,173
Claims Payable$660,967
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the bord of trustees after approval of the audited financial statements.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Organizational documents and financial information are available immediately at the office of the plan administrator.”

Filing and Contact Details

Filer

Filer Name
Bricklayers Local No 3 Health
EIN
23-7034407
Phone
9252089999
Address
7180 KOLL CENTER PARKWAY 200, PLEASANTON, CA 94566

Signing Officer

Name
Gary Pfeifer
Title
Trustee
Signed
2023-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Peifer
Formed
1957
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N MOUNTAIN AVE STE 105, UPLAND, CA 91786
Preparer
Vincent P Rogers
Phone
9092942350
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The board of trustees approve the audited financial statements at their board meeting. The annual auditor's engagements are approved by the board of trustees.”

Financial Statement Notes

Part X : FIN48 Footnote

“The trust is exempt from income taxes under section 501(c)(9) of the internal revenue code and under setion 23701(e) of the revenue and taxation code of the state of california. Accounting priniciples generraly accepted in the united states of american require the trust to evaluated tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertan position that more likely than not would not be sustained upon examination by the internal revenue service and the franchise tax board. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progess.”

Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1PAYROLL AUDIT FEES
IRS990/OtherExpensesGrp/Desc2PLAN CONSULTANT FEESS
IRS990/OtherExpensesGrp/Desc3INVESTMENT MANAGEMENT FEES
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HOUR BANK LIABILTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Rounding
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND UNDER SETION 23701(E) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. ACCOUNTING PRINICIPLES GENERRALY ACCEPTED IN THE UNITED STATES OF AMERICAN REQUIRE THE TRUST TO EVALUATED TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE FRANCHISE TAX BOARD. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalLiabilityAmt04171141
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BORD OF TRUSTEES AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE IMMEDIATELY AT THE OFFICE OF THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR BOARD MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2: Change of Oversight or Selection Process
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BAC LOCAL 3 VACATION AND HOLIDAY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BAC LOCAL 3 DEFINED BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BAC LOCAL 3 DEFINED CONTRIBUTION TRUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MASONRY INDUSTRY LMCC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4BRICKLAYERS AND ALLIED CRAFTS LOCAL 3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE VACATION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE PENSION BENEIFTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TO PROVIDE LABOR MANAGEMENT ASSISTANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4TO PROVIDE A PROGRAM FOR TRAINING
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt27180 KOLL CENER PARKWAY
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,891,935
Liabilities
$5,149,901
Net assets
$11,742,034
Revenue
$10,417,789
Expenses
$9,685,690
Net income
$732,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$6.82$8.98$11.5$12.3$0.75
2023Detailed filing. Detailed filing data is available for this year.$16.0$6.31$9.71$10.6$12.6$1.99
2022Detailed filing. Detailed filing data is available for this year.$16.9$5.15$11.7$10.4$9.69$0.73
2021Detailed filing. Detailed filing data is available for this year.$17.9$6.42$11.5$11.1$11.7$0.66
2020Detailed filing. Detailed filing data is available for this year.$17.8$5.83$12.0$11.5$13.1$1.69
2019Detailed filing. Detailed filing data is available for this year.$18.9$5.22$13.7$11.7$10.7$0.95
2018Detailed filing. Detailed filing data is available for this year.$19.7$7.36$12.3$11.7$12.1$0.38
2017Detailed filing. Detailed filing data is available for this year.$18.2$5.51$12.7$12.3$11.4$0.89
2016Detailed filing. Detailed filing data is available for this year.$16.9$5.10$11.8$10.3$11.7$1.32
2015Detailed filing. Detailed filing data is available for this year.$16.0$3.16$12.9$7.56$6.86$0.70
2014Detailed filing. Detailed filing data is available for this year.$15.3$3.19$12.1$7.77$7.52$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$5.00$11.8$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$2.50$11.8$6.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$2.40$10.8$6.64