Civic Intelligence

Bricklayers and Allied Craftworkers Local No 3 Health and Welfare Plan

990 • Fiscal year 2021 • EIN 23-7034407

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 30, 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

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.58x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

19th percentile

-6.0%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

31st percentile

0.4%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-3.4%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$17,912,159

Up $69,332 (+0.4%) from 2020

Net Assets

Down

$11,496,224

Down $518,732 (-4.3%) from 2020

Liabilities

Up

$6,415,935

Up $588,064 (+10%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin19th percentile

Revenue

Down

$11,059,830

Down $392,047 (-3.4%) from 2020

Expenses

Down

$11,723,917

Down $1,414,899 (-11%) from 2020

Net Income

Up

-$664,087

Up $1,022,852 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$17,912,159
Liabilities$6,415,935
Net Assets$11,496,224
Open 2021 Filing

Operations Trend

Revenue Growth30th 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

2021

Revenue$11,059,830
Expenses$11,723,917
Net Income-$664,087
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 30, 2023
Return Version
2020v4.0
Gross Receipts
$19,214,015
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
Rtn Earn Endowment Incm Other Fnds$12,091,981$11,496,224▼ $595,757
Investments in Publicly Traded Securities$11,189,398$10,407,422▼ $781,976
Cash and Non-Interest-Bearing Accounts$3,412,463$3,263,096▼ $149,367
Investments Other Securities$2,947,607$3,180,148▲ $232,541
Accounts Receivable$1,031,815$924,249▼ $107,566
Savings and Temporary Cash Investments$228,286$136,599▼ $91,687
Prepaid Expenses and Deferred Charges$645$645→ $0
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$18,810,214$17,912,159▼ $898,055
Other Assets Total-$0-
Liabilities
Other Liabilities$4,612,295$4,420,637▼ $191,658
Accounts Payable and Accrued Expenses$2,091,232$1,980,592▼ $110,640
Deferred Revenue$14,706$14,706→ $0
Total Liabilities$6,718,233$6,415,935▼ $302,298
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,091,981$11,496,224▼ $595,757
Total Liabilities and Net Assets / Fund Balance$18,810,214$17,912,159▼ $898,055
Compensation and Service Providers
Top Officer Pay48th 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$315,965
Lindquist LLPCompliance Auditor5000 EXECUTIVE PARKWAY STE 400, San Romon, CA 94583$143,700
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,239,429
Investment Income
$814,660
Other Revenue
$5,741
Change in Net Assets
$-664,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,059,830
Revenue Not Reported on Form 990
$68,330
Total Revenue per Audited Statements
$11,128,160
Total Revenue per Form 990
$11,059,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$750,077
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$10,973,840--$10,973,840
Fees for Services Legal-$79,503-$79,503
Other Expenses$68,492--$68,492
All Other Expenses$47,837--$47,837
Fees for Services Accounting-$12,000-$12,000
Insurance$10,466--$10,466
Total Functional Expenses$11,632,414$91,503$0$11,723,917

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$11,915,575
Expenses per Audited Statements$11,723,917
Total Expenses per Form 990$11,723,917
Expenses Not Reported on Form 990$191,658
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$1,185,476
Claims Payable$935,161
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 Peifer
Title
Trustee
Signed
2023-03-30
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.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Change in benefit obligaitons $191658”

Raw XML AppendixShowing 400 of 496 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/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02947607
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03180148
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011189398
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010407422
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08154185
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES HEALTH, DENTAL, AND VISION BENEFITS TO EMPLOYEES OF CONTRACTORS SIGNATORY TO THE B.A.C.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012091981
IRS990/NetAssetsOrFundBalancesEOYAmt011496224
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0369251
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0369251
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt068330
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMIINISTRATOR'S FEES
IRS990/OtherExpensesGrp/Desc1PAYROLL AUDIT FEES
IRS990/OtherExpensesGrp/Desc2PLAN CONSULTANT FEESS
IRS990/OtherExpensesGrp/Desc3INVESTMENT MANAGEMENT FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0315965
IRS990/OtherExpensesGrp/ProgramServicesAmt1143700
IRS990/OtherExpensesGrp/ProgramServicesAmt272114
IRS990/OtherExpensesGrp/ProgramServicesAmt368492
IRS990/OtherExpensesGrp/TotalAmt0315965
IRS990/OtherExpensesGrp/TotalAmt1143700
IRS990/OtherExpensesGrp/TotalAmt272114
IRS990/OtherExpensesGrp/TotalAmt368492
IRS990/OtherLiabilitiesGrp/BOYAmt04612295
IRS990/OtherLiabilitiesGrp/EOYAmt04420637
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05741
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05741
IRS990/OtherRevenueTotalAmt05741
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0645
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0645
IRS990/PrincipalOfficerNm0GARY PEIFER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1HRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09776461
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116421
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3406477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09776461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3406477
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt012290966
IRS990/PYInvestmentIncomeAmt0669531
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0847850
IRS990/PYOtherRevenueAmt0625497
IRS990/PYProgramServiceRevenueAmt09641551
IRS990/PYRevenuesLessExpensesAmt0-2202237
IRS990/PYTotalExpensesAmt013138816
IRS990/PYTotalRevenueAmt010936579
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-664087
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012091981
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011496224
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228286
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136599
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0191658
IRS990ScheduleD/ExpensesSubtotalAmt011723917
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068330
IRS990ScheduleD/OtherExpensesIncludedAmt0191658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0935161
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11185476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22300000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HOUR BANK LIABILTY
IRS990ScheduleD/RevenueNotReportedAmt068330
IRS990ScheduleD/RevenueSubtotalAmt011059830
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/ExplanationTxt1CHANGE IN BENEFIT OBLIGAITONS $191658
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueSecuritiesAmt03180148
IRS990ScheduleD/TotalExpensesPerForm990Amt011723917
IRS990ScheduleD/TotalLiabilityAmt04420637
IRS990ScheduleD/TotalRevenuePerForm990Amt011059830
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011128160
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011915575
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943470240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1900888690
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2900888690
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3800303912
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07180 KOLL CENTER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17180 KOLL CENTER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt27180 KOLL CENER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt37180 KOLL CENTER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt47180 KOLL CENTER PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4PLEASANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,912,159
Liabilities
$6,415,935
Net assets
$11,496,224
Revenue
$11,059,830
Expenses
$11,723,917
Net income
-$664,087
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