Liabilities / Assets
57th percentile
Higher debt load relative to assets than 57% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
57th percentile
Higher debt load relative to assets than 57% of similar nonprofits.
Liabilities / Revenue
98th percentile
Higher debt load relative to revenue than 98% of similar nonprofits.
Net Margin
89th percentile
Higher net margin than 89% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Assets
Up$26,683,593
Up $1,417,036 (+5.6%) from 2016
Net Assets
Up$24,845,797
Up $2,270,749 (+10%) from 2016
Liabilities
Down$1,837,796
Down $853,713 (-32%) from 2016
Revenue
Up$1,239,151
Up $298,152 (+32%) from 2016
Expenses
Down$721,301
Down $30,639 (-4.1%) from 2016
Net Income
Up$517,850
Up $328,791 (+174%) from 2016
To provide life insurance and accidental death and dismemberment benefits to eligible participants and retirees covered by collective bagaining agreements.
Provide life insurance and ad&d benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $22,575,048 | $24,845,797 | ▲ $2,270,749 |
| Investments in Publicly Traded Securities | $20,314,174 | $23,024,154 | ▲ $2,709,980 |
| Investments Other Securities | $2,737,308 | $2,899,403 | ▲ $162,095 |
| Cash and Non-Interest-Bearing Accounts | $67,386 | $87,969 | ▲ $20,583 |
| Accounts Receivable | $21,179 | $15,850 | ▼ $5,329 |
| Prepaid Expenses and Deferred Charges | $8,400 | $14,175 | ▲ $5,775 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $25,266,557 | $26,683,593 | ▲ $1,417,036 |
| Other Assets Total | $2,118,110 | $642,042 | ▼ $1,476,068 |
| Liabilities | |||
| Other Liabilities | $2,671,217 | $1,818,609 | ▼ $852,608 |
| Accounts Payable and Accrued Expenses | $20,292 | $19,187 | ▼ $1,105 |
| Total Liabilities | $2,691,509 | $1,837,796 | ▼ $853,713 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $22,575,048 | $24,845,797 | ▲ $2,270,749 |
| Total Liabilities and Net Assets / Fund Balance | $25,266,557 | $26,683,593 | ▲ $1,417,036 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $2,899,403 | - | - |
| Name | Title |
|---|---|
| Darrell Pratt | Trustee |
| Jerry Hammack | Trustee |
| John Hurley | Trustee |
| Richard Muto | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Health Services & Benefits Administrator | Plan Administration | 4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568 | $103,496 |
| Line Item | Amount |
|---|---|
| Other Expenses | $422,321 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $298,980 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $134,767 |
| Fees for Services Management | - | - | - | $103,996 |
| Fees for Services Accounting | - | - | - | $53,439 |
| Conferences and Meetings | - | - | - | $37,994 |
| Fees for Services Other | - | - | - | $35,890 |
| Insurance | - | - | - | $29,876 |
| Fees for Services Legal | - | - | - | $17,670 |
| Office Expenses | - | - | - | $8,689 |
| Total Functional Expenses | $0 | $0 | $0 | $721,301 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $721,301 |
| Expenses per Audited Statements | $588,277 |
| Total Expenses per Audited Statements | $588,277 |
| Expenses Not Reported on Financial Statements | $133,024 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $-1,743 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Broker | $1,813,075 |
| Premiums Payable | $5,534 |
“The governing body has appointed management duties to a third-party administrator.”
“The plan does not have a committee with authority to act on behalf of the governing body.”
“A copy of the form 990 was provided to the board of trustees for review before it was filed.”
“Trustees and other individuals subject to the conflict-of-interest policy will be asked to disclose in writing any relationships or interests that could give rise to a conflict, at least once annually.”
“The organization does not compensate trustees.”
“The organization makes its governing documents, financial information and conflict-of-interest policy available to the public upon request.”
“The organization has not changed either its oversight process or selection process during the year,”
“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The administrator has analyzed the tax positions taken by the plan and has concluded that, as of january 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.”
“Change in premium payable”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 20292 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 19187 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 21179 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 15850 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE LIFE INSURANCE AND AD&D BENEFITS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 298980 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID HAUMESSER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9258337300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD SUITE 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DUBLIN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94568 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 67386 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 87969 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 37994 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 103496 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD SUITE 400 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | DUBLIN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 94568 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES & BENEFITS ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PLAN ADMINISTRATION |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 298980 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 878449 |
| IRS990/CYOtherExpensesAmt | 0 | 422321 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 360702 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 517850 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 721301 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1239151 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PROVIDED LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND RETIREES COVERED BY COLLECTIVE BAGAINING AGREEMENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 53439 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 17670 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 103996 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 35890 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 134767 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOHN HURLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD MUTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JERRY HAMMACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DARRELL PRATT |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1973 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 155616 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 28072747 |
| IRS990/GrossReceiptsAmt | 0 | 29156282 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 29876 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 722833 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 722833 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 2737308 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2899403 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 20314174 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 23024154 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 27917131 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND RETIREES COVERED BY COLLECTIVE BAGAINING AGREEMENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 22575048 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 24845797 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 155616 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 155616 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1752899 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8689 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 2118110 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 642042 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 2671217 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1818609 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 8400 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 14175 |
| IRS990/PrincipalOfficerNm | 0 | JOHN HURLEY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EXPERIENCED RATED REFUNDS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 226507 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 134195 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 226507 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 134195 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 354607 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 524284 |
| IRS990/PYOtherExpensesAmt | 0 | 397333 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 416715 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 189059 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 751940 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 940999 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 517850 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 22575048 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 24845797 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 133024 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 588277 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 134767 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 134767 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1752899 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -1743 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 5534 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1813075 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREMIUMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DUE TO BROKER |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 2899403 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | CORE RE INVESTMENT TRUST |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1752899 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 134767 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1104384 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JANUARY 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN PREMIUM PAYABLE |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 2899403 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 721301 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1818609 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1239151 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2857283 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 588277 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TRUSTEES AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT, AT LEAST ONCE ANNUALLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR, |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | VARIOUS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | SEE EXPLANATION AT PART VII |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES LIFE INSURANCE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31, 2017, THERE ARE APPROXIMATELY 33 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION,PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. BELLINGHAM COLD STORAGE CAMPBELL SOUP CITY OF BURLINGTON CONAGRA(HUNT-WESSON) CONTADINA FOODS COWLITZ COUNTY OFFICE DARIGOLD INC. DEL MONTE DIXON CANNING ESCALON PACKERS H.J. HEINZ LTI, INC. OREGON PROCESSORS PACIFIC COAST PRODUCERS-LODI PACIFIC COAST PRODUCERS-WOODLAND PEPSICO/QUAKER OATS COMP. SANITARY SERVICE SANITARY SERVICE COMPANY SENECA SILGAN CONTAINERS #231 SMITH FROZEN FOODS STANISLAUS FOODS TEAMSTERS JOINT COUNCIL #7 LOCAL 70 LOCAL 150 LOCAL 231 LOCAL 315 LOCAL 350 LOCAL 601 LOCAL 890 LOCAL 912 LOCAL 948 R&B FOODS INC. (UNILEVER) |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 25266557 |
| IRS990/TotalAssetsEOYAmt | 0 | 26683593 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 25266557 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 26683593 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 721301 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2691509 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1837796 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2691509 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1837796 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 22575048 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 24845797 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 360702 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 878449 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 360702 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1239151 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 25266557 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 26683593 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BOULEVARD NO 400 |
| IRS990/USAddress/CityNm | 0 | DUBLIN |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94568 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JERRY HAMMACK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9258337300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TEAMSTERS LIFE INSURANCE TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TEAM |
| ReturnHeader/Filer/EIN | 0 | 237316778 |
| ReturnHeader/Filer/PhoneNum | 0 | 9258337300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BOULEVARD NO 400 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DUBLIN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94568 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 826A4C18F58E8E14B0E7F5A981FD18CE04E3C707 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.7.226.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-10-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:05:53 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522385296 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 500 EXECUTIVE PARKWAY SUITE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAMON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94583 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9252779100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH M THIERMANN |
| ReturnHeader/ReturnTs | 0 | 2017-10-27T13:06:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-01-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.