Civic Intelligence

General Employees Trust Fund

990 • Fiscal year 2018 • EIN 23-7404790

Feb 01, 2017 to Jan 31, 2018 • Filed on Nov 14, 2018

Organization ProfileN/A

View Organization Page

1000 Marina Blvd Ste 400Brisbane, CA 94005

(650) 570-7300

Siviq Scores

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

Liabilities / Assets

78th percentile

0.30x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.22x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

64th percentile

8.1%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$100,230

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

89th percentile

19%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

5.8%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$104,869,961

Up $16,542,169 (+19%) from 2017

Net Assets

Up

$73,549,810

Up $11,310,290 (+18%) from 2017

Liabilities

Up

$31,320,151

Up $5,231,879 (+20%) from 2017

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin64th percentile

Revenue

Up

$144,244,162

Up $7,949,750 (+5.8%) from 2017

Expenses

Up

$132,601,153

Up $13,016,253 (+11%) from 2017

Net Income

Down

$11,643,009

Down $5,066,503 (-30%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$300M$200M$100M$0Assets 2011: $50,201,087Liabilities 2011: $19,925,661Net Assets 2011: $30,275,4262011Assets 2012: $42,425,116Liabilities 2012: $20,774,544Net Assets 2012: $21,650,5722012Assets 2013: $47,937,433Liabilities 2013: $25,042,454Net Assets 2013: $22,894,9792013Assets 2014: $50,961,233Liabilities 2014: $23,230,817Net Assets 2014: $27,730,4162014Assets 2015: $61,575,481Liabilities 2015: $25,602,447Net Assets 2015: $35,973,0342015Assets 2016: $72,359,853Liabilities 2016: $26,651,845Net Assets 2016: $45,708,0082016Assets 2017: $88,327,792Liabilities 2017: $26,088,272Net Assets 2017: $62,239,5202017Assets 2018: $104,869,961Liabilities 2018: $31,320,151Net Assets 2018: $73,549,8102018Assets 2019: $119,139,910Liabilities 2019: $30,023,812Net Assets 2019: $89,116,0982019Assets 2020: $140,454,669Liabilities 2020: $35,386,267Net Assets 2020: $105,068,4022020Assets 2021: $135,766,631Liabilities 2021: $35,023,750Net Assets 2021: $100,742,8812021Assets 2022: $148,431,218Liabilities 2022: $41,467,503Net Assets 2022: $106,963,7152022Assets 2023: $161,012,277Liabilities 2023: $42,924,567Net Assets 2023: $118,087,7102023Assets 2024: $178,763,125Liabilities 2024: $44,497,778Net Assets 2024: $134,265,3472024Assets 2025: $203,494,861Liabilities 2025: $43,227,407Net Assets 2025: $160,267,4542025

Highlighted filing

2018

Assets$104,869,961
Liabilities$31,320,151
Net Assets$73,549,810
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$300M$200M$100M$0-$100MExpenses 2011: $92,392,8472011Expenses 2012: $99,298,2512012Expenses 2013: $105,669,8312013Revenue 2014: $116,237,668Expenses 2014: $110,985,217Net Income 2014: $5,252,4512014Revenue 2015: $124,921,419Expenses 2015: $116,602,138Net Income 2015: $8,319,2812015Revenue 2016: $131,219,162Expenses 2016: $121,414,736Net Income 2016: $9,804,4262016Revenue 2017: $136,294,412Expenses 2017: $119,584,900Net Income 2017: $16,709,5122017Revenue 2018: $144,244,162Expenses 2018: $132,601,153Net Income 2018: $11,643,0092018Revenue 2019: $151,982,758Expenses 2019: $137,010,970Net Income 2019: $14,971,7882019Revenue 2020: $164,949,306Expenses 2020: $151,052,229Net Income 2020: $13,897,0772020Revenue 2021: $154,975,723Expenses 2021: $161,849,575Net Income 2021: -$6,873,8522021Revenue 2022: $181,675,367Expenses 2022: $177,162,149Net Income 2022: $4,513,2182022Revenue 2023: $196,341,580Expenses 2023: $183,402,430Net Income 2023: $12,939,1502023Revenue 2024: $211,180,388Expenses 2024: $194,607,677Net Income 2024: $16,572,7112024Revenue 2025: $222,600,904Expenses 2025: $198,848,272Net Income 2025: $23,752,6322025

Highlighted filing

2018

Revenue$144,244,162
Expenses$132,601,153
Net Income$11,643,009
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$227,246,785
Mission and Program Overview

Mission

Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$62,239,520$73,549,810▲ $11,310,290
Savings and Temporary Cash Investments$35,676,180$43,675,026▲ $7,998,846
Investments in Publicly Traded Securities$39,809,907$34,736,595▼ $5,073,312
Accounts Receivable$12,829,187$13,682,450▲ $853,263
Investments Other Securities$0$12,762,566▲ $12,762,566
Prepaid Expenses and Deferred Charges$12,518$13,324▲ $806
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$88,327,792$104,869,961▲ $16,542,169
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$25,881,038$31,089,021▲ $5,207,983
Accounts Payable and Accrued Expenses$207,234$231,130▲ $23,896
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$26,088,272$31,320,151▲ $5,231,879
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,239,520$73,549,810▲ $11,310,290
Total Liabilities and Net Assets / Fund Balance$88,327,792$104,869,961▲ $16,542,169

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,968,870--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseOtherTotal
David HuertaUnion Trustee(alt.)-$100,230$100,230
Denise SolisUnion Trustee-$98,368$98,368
Mark SharwoodUnion Trustee-$98,368$98,368
Olga MirandaUnion Trustee-$97,398$97,398
Charles GilchristUnion Trustee$24,000-$24,000
George HernandezEmployer Trustee$24,000-$24,000
Jim BeardEmployer Trustee$24,000-$24,000
Ray NannEmployer Trustee$24,000-$24,000
Tim BrekkeEmployer Trustee$24,000-$24,000
H Jim EdwardsEmployer Trustee (alt.)$9,000-$9,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrators INCAdministrator2323 EASTLAKE AVE, Seattle, WA 98102$1,740,157
Anthem Blue CrossClaim Processor11050 OLSEN DR STE 110, Rancho Cordova, CA 95670$606,459
Delta Dentaldental ADMINISTRATORPO BOX 429086, San Francisco, CA 94142$378,424
National Compliance ServicesPayroll Audits463 MIDDLEFIELD RD, Boulder Creek, CA 95006$293,346
Rael LetsonConsultantPO BOX 740722, Los Angeles, CA 90074-0722$111,018
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$139,272,723
Investment Income
$1,764,147
Other Revenue
$3,207,292
Change in Net Assets
$11,643,009

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,244,162
Revenue Not Reported on Form 990
$-332,719
Total Revenue per Audited Statements
$143,911,443
Total Revenue per Form 990
$144,244,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,425,336
Salaries, Compensation, and Employee Benefits$129,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$129,046,817
Fees for Services Management---$1,740,050
Fees for Services Other---$582,601
Fees for Services Accounting---$346,381
Fees for Service Investment Mgmnt Fees---$263,877
Office Expenses---$178,532
Current Officers, Directors, Trustees, and Key Employees---$129,000
Fees for Services Legal---$125,133
Conferences and Meetings---$66,458
Insurance---$50,088
Other Expenses---$33,717
Total Functional Expenses$0$0$0$132,601,153

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$132,601,153
Expenses per Audited Statements$127,405,517
Total Expenses per Audited Statements$127,405,517
Expenses Not Reported on Financial Statements$5,195,636
Other Expense Adjustments$5,195,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$31,011,319
Securities Payable$77,702
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B:

“The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co-chairman to review and approve prior to being filed. The full board can request copies of the completed form 990. Part VI, Line 12c: The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise. Part VI, Line 15b: The full board periodically reviews and approves the compensation for paid trustees. Part VI, Line 19: The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website. PART VII, Section A: Reportable compensation and estimated amounts of other compensation from the related organizations for Olga Miranda represent amounts that were reported on the 2017 form 990.”

Filing and Contact Details

Filer

Filer Name
General Employees Trust Fund
EIN
23-7404790
In Care Of
% NORTHWEST ADMINISTRATORS IN
Phone
6505707300
Address
1000 MARINA BLVD STE 400, BRISBANE, CA 94005

Signing Officer

Name
Charles Gilchrist
Title
trustee
Phone
4158974856
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Gilchrist
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, Line 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 4b: change in benefit obligation at january 31, 2018 $5,195,636”

Raw XML AppendixShowing 400 of 613 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0207234
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0231130
IRS990/AccountsReceivableGrp/BOYAmt012829187
IRS990/AccountsReceivableGrp/EOYAmt013682450
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0129046817
IRS990/BooksInCareOfDetail/PersonNm0NORTHWEST ADMINISTRATORS IN
IRS990/BooksInCareOfDetail/PhoneNum06505707300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 MARINA BLVD STE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRISBANE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt066458
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01740157
IRS990/ContractorCompensationGrp/CompensationAmt1293346
IRS990/ContractorCompensationGrp/CompensationAmt2606459
IRS990/ContractorCompensationGrp/CompensationAmt3111018
IRS990/ContractorCompensationGrp/CompensationAmt4378424
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02323 EASTLAKE AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1463 MIDDLEFIELD RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt211050 OLSEN DR STE 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 740722
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 429086
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BOULDER CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd3900740722
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd494142
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NORTHWEST ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1NATIONAL COMPLIANCE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3RAEL LETSON
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4DELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1PAYROLL AUDITS
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIM PROCESSOR
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc4dental ADMINISTRATOR
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0129046817
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01764147
IRS990/CYOtherExpensesAmt03425336
IRS990/CYOtherRevenueAmt03207292
IRS990/CYProgramServiceRevenueAmt0139272723
IRS990/CYRevenuesLessExpensesAmt011643009
IRS990/CYSalariesCompEmpBnftPaidAmt0129000
IRS990/CYTotalExpensesAmt0132601153
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144244162
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0346381
IRS990/FeesForServicesLegalGrp/TotalAmt0125133
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01740050
IRS990/FeesForServicesOtherGrp/TotalAmt0582601
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0263877
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES GILCHRIST
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2OLGA MIRANDA
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK SHARWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4RAY NANN
IRS990/Form990PartVIISectionAGrp/PersonNm5H JIM EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM BREKKE
IRS990/Form990PartVIISectionAGrp/PersonNm8DENISE SOLIS
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID HUERTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt124000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt424000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt59000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt624000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt724000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt297398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt398368
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt898368
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9100230
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE(ALT.)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-84722
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt082917901
IRS990/GrossReceiptsAmt0227246785
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt050088
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01848869
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01848869
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012762566
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039809907
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034736595
IRS990/IRPDocumentCnt076
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt083002623
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0112023
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0112023
IRS990/MissionDesc0MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt062239520
IRS990/NetAssetsOrFundBalancesEOYAmt073549810
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-84722
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-84722
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-332719
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0178532
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc1TRANSITIONAL REINSURANCE FEE
IRS990/OtherExpensesGrp/Desc2PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt013556
IRS990/OtherExpensesGrp/TotalAmt124943
IRS990/OtherExpensesGrp/TotalAmt233717
IRS990/OtherLiabilitiesGrp/BOYAmt025881038
IRS990/OtherLiabilitiesGrp/EOYAmt031089021
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0PRESCRIPTION DRUG REBATE
IRS990/OtherRevenueMiscGrp/Desc1STOP LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc2EXPERIENCE RATED REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01516417
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11045693
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2533159
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01516417
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11045693
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2533159
IRS990/OtherRevenueTotalAmt03207292
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012518
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013324
IRS990/PrincipalOfficerNm0CHARLES GILCHRIST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0131144648
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128075
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0139144648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128075
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0116247477
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01777764
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03222173
IRS990/PYOtherRevenueAmt02622588
IRS990/PYProgramServiceRevenueAmt0131894060
IRS990/PYRevenuesLessExpensesAmt016709512
IRS990/PYSalariesCompEmpBnftPaidAmt0115250
IRS990/PYTotalExpensesAmt0119584900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0136294412
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011643009
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt062239520
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt073549810
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035676180
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043675026
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05195636
IRS990ScheduleD/ExpensesSubtotalAmt0127405517
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-332719
IRS990ScheduleD/OtherExpensesNotIncludedAmt05195636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031011319
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt177702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITIES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08793696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13968870
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN CORE REALTY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOYD WATTERSON GSA FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-332719
IRS990ScheduleD/RevenueSubtotalAmt0144244162
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATION AT JANUARY 31, 2018 $5,195,636
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, Line 2:
IRS990ScheduleD/TotalBookValueSecuritiesAmt012762566
IRS990ScheduleD/TotalExpensesPerForm990Amt0132601153
IRS990ScheduleD/TotalLiabilityAmt031089021
IRS990ScheduleD/TotalRevenuePerForm990Amt0144244162
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0143911443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0127405517
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co-chairman to review and approve prior to being filed. The full board can request copies of the completed form 990. Part VI, Line 12c: The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise. Part VI, Line 15b: The full board periodically reviews and approves the compensation for paid trustees. Part VI, Line 19: The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website. PART VII, Section A: Reportable compensation and estimated amounts of other compensation from the related organizations for Olga Miranda represent amounts that were reported on the 2017 form 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,869,961
Liabilities
$31,320,151
Net assets
$73,549,810
Revenue
$144,244,162
Expenses
$132,601,153
Net income
$11,643,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$43.2$160$223$199$23.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$44.5$134$211$195$16.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$42.9$118$196$183$12.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$41.5$107$182$177$4.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$35.0$101$155$162$6.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$35.4$105$165$151$13.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$30.0$89.1$152$137$15.0
2018Detailed filing. Detailed filing data is available for this year.$105$31.3$73.5$144$133$11.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.3$26.1$62.2$136$120$16.7
2016Detailed filing. Detailed filing data is available for this year.$72.4$26.7$45.7$131$121$9.80
2015Detailed filing. Detailed filing data is available for this year.$61.6$25.6$36.0$125$117$8.32
2014Detailed filing. Detailed filing data is available for this year.$51.0$23.2$27.7$116$111$5.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$25.0$22.9$106
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$20.8$21.7$99.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$19.9$30.3$92.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $100M-$250M nonprofits