Civic Intelligence

General Employees Trust Fund

990 • Fiscal year 2025 • EIN 23-7404790

Feb 01, 2024 to Jan 31, 2025 • Filed on Nov 24, 2025

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

53rd percentile

0.21x

Higher debt load relative to assets than 53% of similar nonprofits.

2025 filings • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

29th percentile

0.19x

Higher debt load relative to revenue than 29% of similar nonprofits.

2025 filings • $250M-$1B nonprofits • Source year 2025

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2025 filings • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

10th percentile

$89,000

Higher top officer pay than 10% of similar nonprofits.

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

2025 filings • $250M-$1B nonprofits • Source year 2025

Asset Growth

82nd percentile

14%

Faster asset growth than 82% of similar nonprofits.

2025 filings • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

5.4%

Faster revenue growth than 39% of similar nonprofits.

2025 filings • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$203,494,861

Up $24,731,736 (+14%) from 2024

Net Assets

Up

$160,267,454

Up $26,002,107 (+19%) from 2024

Liabilities

Down

$43,227,407

Down $1,270,371 (-2.9%) from 2024

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin58th percentile

Revenue

Up

$222,600,904

Up $11,420,516 (+5.4%) from 2024

Expenses

Up

$198,848,272

Up $4,240,595 (+2.2%) from 2024

Net Income

Up

$23,752,632

Up $7,179,921 (+43%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2025

Assets$203,494,861
Liabilities$43,227,407
Net Assets$160,267,454
Open 2025 Filing

Operations Trend

Revenue Growth39th 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

2025

Revenue$222,600,904
Expenses$198,848,272
Net Income$23,752,632
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$306,202,509
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$134,265,347$160,267,454▲ $26,002,107
Investments in Publicly Traded Securities$64,226,340$86,700,250▲ $22,473,910
Investments Other Securities$43,395,443$47,444,179▲ $4,048,736
Savings and Temporary Cash Investments$50,273,390$42,247,324▼ $8,026,066
Accounts Receivable$20,839,584$27,075,261▲ $6,235,677
Prepaid Expenses and Deferred Charges$28,368$27,847▼ $521
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$178,763,125$203,494,861▲ $24,731,736
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$43,901,380$42,837,675▼ $1,063,705
Accounts Payable and Accrued Expenses$596,398$389,732▼ $206,666
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$44,497,778$43,227,407▼ $1,270,371
Net Assets / Fund Balance
Total Net Assets Fund Balance$134,265,347$160,267,454▲ $26,002,107
Total Liabilities and Net Assets / Fund Balance$178,763,125$203,494,861▲ $24,731,736

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$13,583,732--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleBaseTotal
Denise SolisUnion Trustee$89,000$89,000
George HernandezEmployer Trustee$30,500$30,500
Jim BeardEmployer Trustee$30,500$30,500
Timothy BrekkeEmployer Trustee$30,500$30,500
Ray NannEmployer Trustee (alt.)$28,250$28,250

Board Members and Trustees

NameTitle
Christopher BouvierEmployer Trustee
Paul EmperadorEmployer Trustee (alt.)
Mark SharwoodUnion Trustee
Olga MirandaUnion Trustee
Samuel KehindeUnion Trustee
David HuertaUnion Trustee (alt.)

Highest Paid Contractors

ContractorServicesLocationCompensation
Optum Rx INCClaim Processor6800 W 115TH ST STE 600, Overland Park, KS 66211$4,817,699
Northwest Administrators INCAdministrator2323 EASTLAKE AVE, Seattle, WA 98102$2,675,115
Anthem Blue CrossClaim Processor11050 OLSEN DR STE 110, Rancho Cordova, CA 95670$1,069,584
Delta Dentaldental ADMINISTRATORPO BOX 429086, San Francisco, CA 94142$330,407
National Compliance ServicesEmployer Compliance463 MIDDLEFIELD RD, Boulder Creek, CA 95006$305,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,816,307
Investment Income
$4,783,007
Other Revenue
$1,590
Change in Net Assets
$23,752,632

Audited Revenue Reconciliation

Revenue per Audited Statements
$222,600,904
Revenue Not Reported on Form 990
$2,249,475
Total Revenue per Audited Statements
$224,850,379
Total Revenue per Form 990
$222,600,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,548,484
Salaries, Compensation, and Employee Benefits$208,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$194,091,038
Fees for Services Management---$2,675,115
Fees for Services Other---$552,937
Fees for Services Accounting---$384,550
Fees for Service Investment Mgmnt Fees---$331,779
Fees for Services Legal---$219,176
Current Officers, Directors, Trustees, and Key Employees---$208,750
Office Expenses---$131,688
Insurance---$109,279
Conferences and Meetings---$88,301
Other Expenses---$55,659
Total Functional Expenses$0$0$0$198,848,272

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$199,911,977
Total Expenses per Audited Statements$199,911,977
Total Expenses per Form 990$198,848,272
Expenses Not Reported on Financial Statements$-1,063,705
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$42,837,675
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:

“Trustee compensation and benefits from related tax-exempt organizations is properly reported and available on those organizations' tax filiings.”

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
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sharwood
Formed
1973
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
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.”

Raw XML AppendixShowing 400 of 517 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/BOYAmt0596398
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0389732
IRS990/AccountsReceivableGrp/BOYAmt020839584
IRS990/AccountsReceivableGrp/EOYAmt027075261
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/TotalAmt0194091038
IRS990/BooksInCareOfDetail/PersonNm0NORTHWEST ADMINISTRATORS INC
IRS990/BooksInCareOfDetail/PhoneNum06505707300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 MARINA BLVD STE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRISBANE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094005
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0208750
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt088301
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02675115
IRS990/ContractorCompensationGrp/CompensationAmt11069584
IRS990/ContractorCompensationGrp/CompensationAmt2330407
IRS990/ContractorCompensationGrp/CompensationAmt3305250
IRS990/ContractorCompensationGrp/CompensationAmt44817699
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02323 EASTLAKE AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt111050 OLSEN DR STE 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 429086
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3463 MIDDLEFIELD RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt46800 W 115TH ST STE 600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BOULDER CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4OVERLAND PARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4KS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294142
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd395006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd466211
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NORTHWEST ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2DELTA DENTAL
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3NATIONAL COMPLIANCE SERVICES
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4OPTUM RX INC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIM PROCESSOR
IRS990/ContractorCompensationGrp/ServicesDesc2dental ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc3Employer Compliance
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIM PROCESSOR
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0194091038
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04783007
IRS990/CYOtherExpensesAmt04548484
IRS990/CYOtherRevenueAmt01590
IRS990/CYProgramServiceRevenueAmt0217816307
IRS990/CYRevenuesLessExpensesAmt023752632
IRS990/CYSalariesCompEmpBnftPaidAmt0208750
IRS990/CYTotalExpensesAmt0198848272
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0222600904
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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0384550
IRS990/FeesForServicesLegalGrp/TotalAmt0219176
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt02675115
IRS990/FeesForServicesOtherGrp/TotalAmt0552937
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0331779
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
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/IndividualTrusteeOrDirectorInd10X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE SOLIS
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM BEARD
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY BREKKE
IRS990/Form990PartVIISectionAGrp/PersonNm4RAY NANN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID HUERTA
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK SHARWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER BOUVIER
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL EMPERADOR
IRS990/Form990PartVIISectionAGrp/PersonNm9OLGA MIRANDA
IRS990/Form990PartVIISectionAGrp/PersonNm10SAMUEL KEHINDE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt089000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt428250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt036904
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt083638509
IRS990/GrossReceiptsAmt0306202509
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt0109279
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04746103
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04746103
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt043395443
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt047444179
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt064226340
IRS990/InvestmentsPubTradedSecGrp/EOYAmt086700250
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt083601605
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/NetAssetsOrFundBalancesBOYAmt0134265347
IRS990/NetAssetsOrFundBalancesEOYAmt0160267454
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036904
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036904
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02249475
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0131688
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt055659
IRS990/OtherLiabilitiesGrp/BOYAmt043901380
IRS990/OtherLiabilitiesGrp/EOYAmt042837675
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01590
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01590
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt01590
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/BOYAmt028368
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027847
IRS990/PrincipalOfficerNm0MARK SHARWOOD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0217756844
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0217756844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159463
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0190053738
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03562438
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04455939
IRS990/PYOtherRevenueAmt0210785
IRS990/PYProgramServiceRevenueAmt0207407165
IRS990/PYRevenuesLessExpensesAmt016572711
IRS990/PYSalariesCompEmpBnftPaidAmt098000
IRS990/PYTotalExpensesAmt0194607677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0211180388
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023752632
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/BOYAmt0134265347
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0160267454
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050273390
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042247324
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1063705
IRS990ScheduleD/ExpensesSubtotalAmt0199911977
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0-1063705
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02249475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042837675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012273097
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17026844
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt214375032
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt313583732
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN CORE REALTY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOYD WATTERSON GSA FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORBIN ERISA OPP FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GOLDEN TREE MULTI-SECTOR FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt02249475
IRS990ScheduleD/RevenueSubtotalAmt0222600904
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueSecuritiesAmt047258705
IRS990ScheduleD/TotalExpensesPerForm990Amt0198848272
IRS990ScheduleD/TotalLiabilityAmt042837675
IRS990ScheduleD/TotalRevenuePerForm990Amt0222600904

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,494,861
Liabilities
$43,227,407
Net assets
$160,267,454
Revenue
$222,600,904
Expenses
$198,848,272
Net income
$23,752,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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
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