Civic Intelligence

General Employees Trust Fund

990 • Fiscal year 2022 • EIN 23-7404790

Feb 01, 2021 to Jan 31, 2022 • Filed on Dec 14, 2022

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

80th percentile

0.28x

Higher debt load relative to assets than 80% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.23x

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

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Net Margin

46th percentile

2.5%

Higher net margin than 46% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$167,830

Higher top officer pay than 59% of similar nonprofits.

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

2022 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2022

Asset Growth

87th percentile

9.3%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

17%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$148,431,218

Up $12,664,587 (+9.3%) from 2021

Net Assets

Up

$106,963,715

Up $6,220,834 (+6.2%) from 2021

Liabilities

Up

$41,467,503

Up $6,443,753 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin46th percentile

Revenue

Up

$181,675,367

Up $26,699,644 (+17%) from 2021

Expenses

Up

$177,162,149

Up $15,312,574 (+9.5%) from 2021

Net Income

Up

$4,513,218

Up $11,387,070 (+166%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2022

Assets$148,431,218
Liabilities$41,467,503
Net Assets$106,963,715
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$181,675,367
Expenses$177,162,149
Net Income$4,513,218
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
Dec 14, 2022
Return Version
2021v4.2
Gross Receipts
$222,469,551
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$100,742,881$106,963,715▲ $6,220,834
Investments in Publicly Traded Securities$57,816,344$55,842,215▼ $1,974,129
Investments Other Securities$32,261,751$37,412,862▲ $5,151,111
Savings and Temporary Cash Investments$28,918,195$34,731,996▲ $5,813,801
Accounts Receivable$16,750,751$20,423,425▲ $3,672,674
Prepaid Expenses and Deferred Charges$19,590$20,720▲ $1,130
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$135,766,631$148,431,218▲ $12,664,587
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$34,417,224$40,959,900▲ $6,542,676
Accounts Payable and Accrued Expenses$606,526$507,603▼ $98,923
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$35,023,750$41,467,503▲ $6,443,753
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,742,881$106,963,715▲ $6,220,834
Total Liabilities and Net Assets / Fund Balance$135,766,631$148,431,218▲ $12,664,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,756,755--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseOtherTotal
Mark SharwoodUnion Trustee-$118,332$118,332
David HuertaUnion Trustee (alt.)-$118,198$118,198
George HernandezEmployer Trustee$24,000-$24,000
Jim BeardEmployer Trustee$24,000-$24,000
Tim BrekkeEmployer Trustee$24,000-$24,000
Charles GilchristUnion Trustee$24,000-$24,000
Ray NannEmployer Trustee$24,000-$24,000
H Jim EdwardsEmployer Trustee (alt.)$9,000-$9,000

Board Members and Trustees

NameTitle
Christopher BouvierEmployer Trustee (alt.)
Denise SolisUnion Trustee
Olga MirandaUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Optum Rx INCClaims ProcessorPO Box 650629, Dallas, TX 75265$8,626,040
Northwest Administrators INCAdministrator2323 EASTLAKE AVE, Seattle, WA 98102$2,250,481
Anthem Blue CrossClaim Processor11050 OLSEN DR STE 110, Rancho Cordova, CA 95670$818,784
Delta Dentaldental ADMINISTRATORPO BOX 429086, San Francisco, CA 94142$348,751
National Compliance ServicesEmployer Compliance463 MIDDLEFIELD RD, Boulder Creek, CA 95006$300,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,944,927
Program Service Revenue
$177,843,072
Investment Income
$1,884,610
Other Revenue
$2,758
Change in Net Assets
$4,513,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$181,675,367
Revenue Not Reported on Form 990
$1,707,616
Total Revenue per Audited Statements
$183,382,983
Total Revenue per Form 990
$181,675,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,935,974
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---$173,097,175
Fees for Services Management---$2,250,481
Fees for Services Other---$476,785
Fees for Service Investment Mgmnt Fees---$428,528
Fees for Services Accounting---$374,020
Fees for Services Legal---$141,857
Office Expenses---$134,447
Current Officers, Directors, Trustees, and Key Employees---$129,000
Insurance---$78,170
Other Expenses---$44,523
Conferences and Meetings---$7,163
Total Functional Expenses$0$0$0$177,162,149

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$177,162,149
Expenses per Audited Statements$170,619,473
Total Expenses per Audited Statements$170,619,473
Expenses Not Reported on Financial Statements$6,542,676
Other Expense Adjustments$6,542,676
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$40,959,900
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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, Mark Sharwood, Denise Solis and David Huerta represent amounts that were reported on the 2020 form LM-2.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Mark P Sharwood
Title
Chairperson
Phone
6505707300
Signed
2022-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sharwood
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
Phone
2065963930
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, 2021.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE (ALT.)
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IRS990/MissionDesc0MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN.
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/PYTotalExpensesAmt0161849575
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19612813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212756755
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOYD WATTERSON GSA FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORBIN ERISA OPP FUND, LP
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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, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENISE SOLIS
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$148,431,218
Liabilities
$41,467,503
Net assets
$106,963,715
Revenue
$181,675,367
Expenses
$177,162,149
Net income
$4,513,218
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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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