Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
59th percentile
Higher top officer pay than 59% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
79th percentile
Faster asset growth than 79% of similar nonprofits.
Revenue Growth
80th percentile
Faster revenue growth than 80% of similar nonprofits.
Assets
Up$140,454,669
Up $21,314,759 (+18%) from 2019
Net Assets
Up$105,068,402
Up $15,952,304 (+18%) from 2019
Liabilities
Up$35,386,267
Up $5,362,455 (+18%) from 2019
Revenue
Up$164,949,306
Up $12,966,548 (+8.5%) from 2019
Expenses
Up$151,052,229
Up $14,041,259 (+10%) from 2019
Net Income
Down$13,897,077
Down $1,074,711 (-7.2%) from 2019
Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $89,116,098 | $105,068,402 | ▲ $15,952,304 |
| Investments in Publicly Traded Securities | $48,702,711 | $53,819,475 | ▲ $5,116,764 |
| Savings and Temporary Cash Investments | $39,963,588 | $36,968,278 | ▼ $2,995,310 |
| Investments Other Securities | $16,438,878 | $33,279,915 | ▲ $16,841,037 |
| Accounts Receivable | $14,021,789 | $16,374,150 | ▲ $2,352,361 |
| Prepaid Expenses and Deferred Charges | $12,944 | $12,851 | ▼ $93 |
| 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 | $119,139,910 | $140,454,669 | ▲ $21,314,759 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Other Liabilities | $29,736,255 | $32,930,233 | ▲ $3,193,978 |
| Accounts Payable and Accrued Expenses | $287,557 | $2,456,034 | ▲ $2,168,477 |
| 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 | $30,023,812 | $35,386,267 | ▲ $5,362,455 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $89,116,098 | $105,068,402 | ▲ $15,952,304 |
| Total Liabilities and Net Assets / Fund Balance | $119,139,910 | $140,454,669 | ▲ $21,314,759 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $9,272,420 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David Huerta | Union Trustee (alt.) | - | - | $110,728 | $110,728 |
| Denise Solis | Union Trustee | - | - | $109,729 | $109,729 |
| Mark Sharwood | Union Trustee | - | - | $109,729 | $109,729 |
| Olga Miranda | Union Trustee | - | - | $94,374 | $94,374 |
| Charles Gilchrist | Union Trustee | PT | $24,000 | - | $24,000 |
| George Hernandez | Employer Trustee | PT | $24,000 | - | $24,000 |
| Jim Beard | Employer Trustee | - | $24,000 | - | $24,000 |
| Ray Nann | Employer Trustee | - | $24,000 | - | $24,000 |
| Tim Brekke | Employer Trustee | - | $24,000 | - | $24,000 |
| H Jim Edwards | Employer Trustee (alt.) | - | $9,000 | - | $9,000 |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Northwest Administrators INC | Administrator | 2323 EASTLAKE AVE, Seattle, WA 98102 | $2,047,384 |
| Anthem Blue Cross | Claim Processor | 11050 OLSEN DR STE 110, Rancho Cordova, CA 95670 | $768,445 |
| Delta Dental | dental ADMINISTRATOR | PO BOX 429086, San Francisco, CA 94142 | $395,485 |
| National Compliance Services | Employer Compliance | 463 MIDDLEFIELD RD, Boulder Creek, CA 95006 | $300,000 |
| American Realty Advisors | Investment Manager | 515 S FLOWER ST 49TH FL, Los Angeles, CA 90071 | $117,982 |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,620,843 |
| Salaries, Compensation, and Employee Benefits | $129,000 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $147,302,386 |
| Fees for Services Management | - | - | - | $2,446,489 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $361,088 |
| Fees for Services Accounting | - | - | - | $326,780 |
| Fees for Services Legal | - | - | - | $138,564 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $129,000 |
| Fees for Services Other | - | - | - | $118,518 |
| Office Expenses | - | - | - | $94,897 |
| Insurance | - | - | - | $51,096 |
| Conferences and Meetings | - | - | - | $45,016 |
| Other Expenses | - | - | - | $38,395 |
| Total Functional Expenses | $0 | $0 | $0 | $151,052,229 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $151,052,229 |
| Expenses per Audited Statements | $147,858,251 |
| Total Expenses per Audited Statements | $147,858,251 |
| Expenses Not Reported on Financial Statements | $3,193,978 |
| Other Expense Adjustments | $3,193,978 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Liability | Amount |
|---|---|
| Benefit Obligations | $32,930,233 |
“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, Mark Sharwood, Denise Solis and David Huerta represent amounts that were reported on the 2019 form LM-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, 2020 $3,193,978.”
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 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 287557 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2456034 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 14021789 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 16374150 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 147302386 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | NORTHWEST ADMINISTRATORS IN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6505707300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1000 MARINA BLVD STE 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BRISBANE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94005 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 129000 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 45016 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 2047384 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 768445 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 395485 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 300000 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 117982 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2323 EASTLAKE AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 11050 OLSEN DR STE 110 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | PO BOX 429086 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 463 MIDDLEFIELD RD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 515 S FLOWER ST 49TH FL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SEATTLE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | RANCHO CORDOVA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | SAN FRANCISCO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | BOULDER CREEK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 98102 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 95670 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 94142 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 95006 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 90071 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | NORTHWEST ADMINISTRATORS INC |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | ANTHEM BLUE CROSS |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | DELTA DENTAL |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | NATIONAL COMPLIANCE SERVICES |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | AMERICAN REALTY ADVISORS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CLAIM PROCESSOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | dental ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Employer Compliance |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | INVESTMENT MANAGER |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 147302386 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2871740 |
| IRS990/CYOtherExpensesAmt | 0 | 3620843 |
| IRS990/CYOtherRevenueAmt | 0 | 3186129 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 158891437 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 13897077 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 129000 |
| IRS990/CYTotalExpensesAmt | 0 | 151052229 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 164949306 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 326780 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 138564 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 2446489 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 118518 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 361088 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 6.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 6.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID HUERTA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARK SHARWOOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DENISE SOLIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | OLGA MIRANDA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHARLES GILCHRIST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GEORGE HERNANDEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | RAY NANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JIM BEARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | TIM BREKKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | H JIM EDWARDS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 24000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 24000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 24000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 24000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 24000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 9000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 110728 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 109729 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 109729 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 94374 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE (ALT.) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | EMPLOYER TRUSTEE (ALT.) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1973 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 47288 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 33010260 |
| IRS990/GrossReceiptsAmt | 0 | 197912278 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 51096 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2824452 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2824452 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 16438878 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 33279915 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 48702711 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 53819475 |
| IRS990/IRPDocumentCnt | 0 | 71 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 32962972 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 89116098 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 105068402 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 47288 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 47288 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2055227 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 94897 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PCORI FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 38395 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 29736255 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 32930233 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 2 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PRESCRIPTION DRUG REBATE |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | STOP LOSS REIMBURSEMENTS |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | 0 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 2 | 0 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2298724 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 852262 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 35143 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2298724 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 852262 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 35143 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 3186129 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 12944 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 12851 |
| IRS990/PrincipalOfficerNm | 0 | MARK SHARWOOD |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 158752493 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 138944 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 158752493 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 138944 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 133535709 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2273720 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 3346261 |
| IRS990/PYOtherRevenueAmt | 0 | 3521622 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 146187416 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 14971788 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 129000 |
| IRS990/PYTotalExpensesAmt | 0 | 137010970 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 151982758 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 13897077 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 89116098 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 105068402 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 39963588 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 36968278 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 3193978 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 147858251 |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 2055227 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 3193978 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 32930233 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | BENEFIT OBLIGATIONS |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 16463036 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 7544459 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 9272420 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | AMERICAN CORE REALTY FUND LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | BOYD WATTERSON GSA FUND LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | CORBIN ERISA OPP FUND, LP |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 2055227 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 164949306 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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, 2020 $3,193,978. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 33279915 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 151052229 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 32930233 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 164949306 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 167004533 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.