Civic Intelligence

Seiu Local 721 Employee Benefits Trust Fund

EIN 26-3902233 • 501(c)9 • alameda, CA

View Organization Page

1600 harbor bay pkwy ste 200alameda, CA 94502

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-5.9%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$11,232,780

Up $1,638,602 (+17%) from 2023

Liabilities

Up

$178,564

Up $99,299 (+125%) from 2023

Net Assets

Up

$11,054,216

Up $1,539,303 (+16%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin76th percentile

Revenue

Up

$4,945,219

Up $68,297 (+1.4%) from 2023

Expenses

Down

$3,691,636

Down $174,393 (-4.5%) from 2023

Net Income

Up

$1,253,583

Up $242,690 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2015: $4,015,214Liabilities 2015: $652,538Net Assets 2015: $3,362,6762015Assets 2016: $4,330,025Liabilities 2016: $753,941Net Assets 2016: $3,576,0842016Assets 2017: $4,578,466Liabilities 2017: $687,520Net Assets 2017: $3,890,9462017Assets 2018: $5,565,588Liabilities 2018: $726,252Net Assets 2018: $4,839,3362018Assets 2019: $6,382,203Liabilities 2019: $718,405Net Assets 2019: $5,663,7982019Assets 2020: $6,992,526Liabilities 2020: $192,564Net Assets 2020: $6,799,9622020Assets 2021: $8,017,256Liabilities 2021: $117,980Net Assets 2021: $7,899,2762021Assets 2022: $8,603,622Liabilities 2022: $163,633Net Assets 2022: $8,439,9892022Assets 2023: $9,594,178Liabilities 2023: $79,265Net Assets 2023: $9,514,9132023Assets 2024: $11,232,780Liabilities 2024: $178,564Net Assets 2024: $11,054,2162024

Highlighted filing

2024

Assets$11,232,780
Liabilities$178,564
Net Assets$11,054,216
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2015: $4,339,451Expenses 2015: $4,111,715Net Income 2015: $227,7362015Revenue 2016: $4,609,634Expenses 2016: $4,396,226Net Income 2016: $213,4082016Revenue 2017: $5,062,048Expenses 2017: $4,688,369Net Income 2017: $373,6792017Revenue 2018: $5,726,471Expenses 2018: $4,715,293Net Income 2018: $1,011,1782018Revenue 2019: $5,593,009Expenses 2019: $4,888,645Net Income 2019: $704,3642019Revenue 2020: $5,766,670Expenses 2020: $4,753,283Net Income 2020: $1,013,3872020Revenue 2021: $5,752,194Expenses 2021: $4,550,668Net Income 2021: $1,201,5262021Revenue 2022: $5,141,753Expenses 2022: $4,029,615Net Income 2022: $1,112,1382022Revenue 2023: $4,876,922Expenses 2023: $3,866,029Net Income 2023: $1,010,8932023Revenue 2024: $4,945,219Expenses 2024: $3,691,636Net Income 2024: $1,253,5832024

Highlighted filing

2024

Revenue$4,945,219
Expenses$3,691,636
Net Income$1,253,583
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$11,232,780
Liabilities
$178,564
Net assets
$11,054,216
Revenue
$4,945,219
Expenses
$3,691,636
Net income
$1,253,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.18$11.1$4.95$3.69$1.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.08$9.51$4.88$3.87$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.60$0.16$8.44$5.14$4.03$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.12$7.90$5.75$4.55$1.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$0.19$6.80$5.77$4.75$1.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.72$5.66$5.59$4.89$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.73$4.84$5.73$4.72$1.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.69$3.89$5.06$4.69$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.75$3.58$4.61$4.40$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.65$3.36$4.34$4.11$0.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.3
Gross Receipts
$6,503,610
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,839,336$5,663,798▲ $824,462
Investments in Publicly Traded Securities$2,895,516$3,030,540▲ $135,024
Cash and Non-Interest-Bearing Accounts$1,925,527$2,540,325▲ $614,798
Accounts Receivable$672,422$718,017▲ $45,595
Savings and Temporary Cash Investments$68,011$89,286▲ $21,275
Prepaid Expenses and Deferred Charges$4,112$4,035▼ $77
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 Other Securities$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$5,565,588$6,382,203▲ $816,615
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$676,148$607,715▼ $68,433
Accounts Payable and Accrued Expenses$50,104$110,690▲ $60,586
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$726,252$718,405▼ $7,847
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,839,336$5,663,798▲ $824,462
Total Liabilities and Net Assets / Fund Balance$5,565,588$6,382,203▲ $816,615
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Robert SchoonoverChairperson
Ramon RubalcavaAlternate Trustee
Jaime LopezTrustee
Linda DentTrustee
Simboa WrightTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministration1600 HARBOR BAY PKWY STE 200, Alameda, CA 94502$531,546
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,553,862
Investment Income
$36,902
Other Revenue
$2,245
Change in Net Assets
$704,364

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,593,009
Revenue Not Reported on Form 990
$120,098
Total Revenue per Audited Statements
$5,713,107
Total Revenue per Form 990
$5,593,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$791,932
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,096,713
Fees for Services Management---$509,045
Fees for Services Other---$61,030
Office Expenses---$59,558
Other Expenses---$55,233
Fees for Services Accounting---$28,700
Fees for Services Legal---$24,025
Information Technology---$22,500
Conferences and Meetings---$11,272
Fees for Service Investment Mgmnt Fees---$10,808
Insurance---$9,761
Total Functional Expenses$0$0$0$4,888,645

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,961,312
Total Expenses per Audited Statements$4,961,312
Total Expenses per Form 990$4,888,645
Expenses Not Reported on Financial Statements$-72,667
Other Expense Adjustments$-72,667
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
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
Premiums Payable$402,335
Fees Maintained in Suspense Account$201,146
Deferred Contributions$4,234
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, SECTION A, LINE 8B:

“The plan does not have committees with the authority to act on behalf of the governing body.”

PART VI, SECTION B, LINE 11B:

“Form 990 is reviewed by the plan administrator and approved prior to filing. The plan administrator reports to the board of trustees.”

PART VI, SECTION B, LINE 12C:

“The trustees of the plan complete and sign conflict of interest policy forms annually at their board of trustee meeting.”

PART VI, SECTION C, LINE 19:

“the plan document and any other governing documents, including the financial statements are maintained at the plan administrator's office and are available upon request. part vii, line 1a, columns (e) and (f): the board of trustees serve without compensation. the plan does not maintain the information on compensation from related organizations but believes that such compensation, if any, is appropriately reported on the returns of those organizations.”

Filing and Contact Details

Filer

Filer Name
Seiu Local 721 Employee Benefits Trust Fund
EIN
26-3902233
In Care Of
% MARY LAFFEY
Phone
4155368280
Address
1600 harbor bay pkwy ste 200, alameda, CA 94502

Signing Officer

Name
Robert Schoonover
Title
Chairperson
Phone
4155368280
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schoonover
Formed
1973
Legal Domicile
CA
Voting Board Members
5
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

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“The plan is designed to provide benefits for eligible participants of the plan, such as dental, vision, cancer and catastrophic, custodial care, life, accidental death and dismemberment and disability insurance.”

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 recongnize 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 obligations.”

Raw XML AppendixShowing 400 of 428 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/BOYAmt050104
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0110690
IRS990/AccountsReceivableGrp/BOYAmt0672422
IRS990/AccountsReceivableGrp/EOYAmt0718017
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt04096713
IRS990/BooksInCareOfDetail/PersonNm0MARY LAFFEY
IRS990/BooksInCareOfDetail/PhoneNum04155368280
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01925527
IRS990/CashNonInterestBearingGrp/EOYAmt02540325
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt011272
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0531546
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ALAMEDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094502
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0ZENITH AMERICAN SOLUTIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04096713
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036902
IRS990/CYOtherExpensesAmt0791932
IRS990/CYOtherRevenueAmt02245
IRS990/CYProgramServiceRevenueAmt05553862
IRS990/CYRevenuesLessExpensesAmt0704364
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04888645
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05593009
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt028700
IRS990/FeesForServicesLegalGrp/TotalAmt024025
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0509045
IRS990/FeesForServicesOtherGrp/TotalAmt061030
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010808
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/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT SCHOONOVER
IRS990/Form990PartVIISectionAGrp/PersonNm1SIMBOA WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA DENT
IRS990/Form990PartVIISectionAGrp/PersonNm3JAIME LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4RAMON RUBALCAVA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-31108
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0879493
IRS990/GrossReceiptsAmt06503610
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt022500
IRS990/InsuranceGrp/TotalAmt09761
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt068010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068010
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02895516
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03030540
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0910601
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04839336
IRS990/NetAssetsOrFundBalancesEOYAmt05663798
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-31108
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31108
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0120098
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt059558
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OPEN ENROLLMENT FEES
IRS990/OtherExpensesGrp/TotalAmt055233
IRS990/OtherLiabilitiesGrp/BOYAmt0676148
IRS990/OtherLiabilitiesGrp/EOYAmt0607715
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OPEN ENROLLMENT REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02245
IRS990/OtherRevenueTotalAmt02245
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/BOYAmt04112
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04035
IRS990/PrincipalOfficerNm0ROBERT SCHOONOVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01540269
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14013593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01540269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14013593
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03922983
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053258
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0792310
IRS990/PYOtherRevenueAmt022748
IRS990/PYProgramServiceRevenueAmt05650465
IRS990/PYRevenuesLessExpensesAmt01011178
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04715293
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05726471
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0704364
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04839336
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05663798
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt089286
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-72667
IRS990ScheduleD/ExpensesSubtotalAmt04961312
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0120098
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-72667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0402335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14234
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2201146
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED CONTRIBUTIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FEES MAINTAINED IN SUSPENSE ACCOUNT
IRS990ScheduleD/RevenueNotReportedAmt0120098
IRS990ScheduleD/RevenueSubtotalAmt05593009
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recongnize 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt04888645
IRS990ScheduleD/TotalLiabilityAmt0607715
IRS990ScheduleD/TotalRevenuePerForm990Amt05593009
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05713107
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04961312
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE PLAN, SUCH AS DENTAL, VISION, CANCER AND CATASTROPHIC, CUSTODIAL CARE, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND DISABILITY INSURANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR AND APPROVED PRIOR TO FILING. THE PLAN ADMINISTRATOR REPORTS TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES OF THE PLAN COMPLETE AND SIGN CONFLICT OF INTEREST POLICY FORMS ANNUALLY AT THEIR BOARD OF TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4the plan document and any other governing documents, including the financial statements are maintained at the plan administrator's office and are available upon request. part vii, line 1a, columns (e) and (f): the board of trustees serve without compensation. the plan does not maintain the information on compensation from related organizations but believes that such compensation, if any, is appropriately reported on the returns of those organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See Part VII - Supplemental Information
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0See Part VII - Supplemental Information
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0See Part VII - Supplemental Information
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: A CONTRIBUTING EMPLOYER IS A RELATED ORGANIZATION SOLELY TO THE EXTENT THAT THE EMPLOYER IS SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT OR PARTICIPANT AGREEMENT REQUIRING CONTRIBUTIONS TO THE TRUST. THE PLAN ADMINISTRATOR DOES NOT MAINTAIN INFORMATION CONCERNING THE ENTITY TYPE OF EACH OF THE TRUST'S CONTRIBUTING EMPLOYERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, AND IV -
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05565588
IRS990/TotalAssetsEOYAmt06382203
IRS990/TotalAssetsGrp/BOYAmt05565588
IRS990/TotalAssetsGrp/EOYAmt06382203
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04888645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0726252
IRS990/TotalLiabilitiesEOYAmt0718405
IRS990/TotalLiabilitiesGrp/BOYAmt0726252
IRS990/TotalLiabilitiesGrp/EOYAmt0718405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04839336
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05663798
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05553862
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036902
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05553862
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05593009
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05565588
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06382203
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 harbor bay pkwy ste 200
IRS990/USAddress/CityNm0alameda
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SCHOONOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum04155368280

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