Civic Intelligence

San Diego City Employees Retiree Medical Trust

EIN 45-4698959 • 501(c)9 • Spokane, WA

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Profile

The trust provides a vehicle to which contributions from the city and participating employees are paid and through which the trustees can create and administer one or more employee welfare benefit plans for the participants and their beneficiaries.

221 N Wall Street Suite 201Spokane, WA 99201

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

85th percentile

$367,712

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

53rd percentile

6.1%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

138%

Faster revenue growth than 93% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$288,823,021

Up $16,589,694 (+6.1%) from 2024

Liabilities

Up

$30,322

Up $6,761 (+29%) from 2024

Net Assets

Up

$288,792,699

Up $16,582,933 (+6.1%) from 2024

Operations
Liabilities / Revenue28th percentileNet Margin95th percentile

Revenue

Up

$63,271,711

Up $36,661,483 (+138%) from 2024

Expenses

Up

$14,332,681

Up $1,442,515 (+11%) from 2024

Net Income

Up

$48,939,030

Up $35,218,968 (+257%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$300M$200M$100M$0Assets 2013: $40,636,165Liabilities 2013: $100,623Net Assets 2013: $40,535,5422013Assets 2014: $59,241,158Liabilities 2014: $69,261Net Assets 2014: $59,171,8972014Assets 2015: $79,103,745Liabilities 2015: $554Net Assets 2015: $79,103,1912015Assets 2016: $100,061,348Liabilities 2016: $1,686Net Assets 2016: $100,059,6622016Assets 2017: $125,139,514Liabilities 2017: $2,531Net Assets 2017: $125,136,9832017Assets 2018: $150,084,297Liabilities 2018: $311Net Assets 2018: $150,083,9862018Assets 2019: $171,047,260Liabilities 2019: $6,769Net Assets 2019: $171,040,4912019Assets 2020: $179,993,093Liabilities 2020: $17,847Net Assets 2020: $179,975,2462020Assets 2021: $241,533,875Liabilities 2021: $21,980Net Assets 2021: $241,511,8952021Assets 2022: $249,053,704Liabilities 2022: $20,864Net Assets 2022: $249,032,8402022Assets 2023: $240,422,787Liabilities 2023: $22,197Net Assets 2023: $240,400,5902023Assets 2024: $272,233,327Liabilities 2024: $23,561Net Assets 2024: $272,209,7662024Assets 2025: $288,823,021Liabilities 2025: $30,322Net Assets 2025: $288,792,6992025

Highlighted filing

2025

Assets$288,823,021
Liabilities$30,322
Net Assets$288,792,699
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$80M$60M$40M$20M$0Revenue 2013: $40,267,868Expenses 2013: $350,957Net Income 2013: $39,916,9112013Revenue 2014: $18,606,660Expenses 2014: $784,444Net Income 2014: $17,822,2162014Revenue 2015: $20,426,502Expenses 2015: $1,415,274Net Income 2015: $19,011,2282015Revenue 2016: $24,758,753Expenses 2016: $2,076,415Net Income 2016: $22,682,3382016Revenue 2017: $25,364,560Expenses 2017: $3,058,934Net Income 2017: $22,305,6262017Revenue 2018: $24,806,775Expenses 2018: $4,063,519Net Income 2018: $20,743,2562018Revenue 2019: $25,715,730Expenses 2019: $5,424,176Net Income 2019: $20,291,5542019Revenue 2020: $28,749,305Expenses 2020: $8,329,594Net Income 2020: $20,419,7112020Revenue 2021: $27,810,860Expenses 2021: $9,051,232Net Income 2021: $18,759,6282021Revenue 2022: $31,450,538Expenses 2022: $10,836,298Net Income 2022: $20,614,2402022Revenue 2023: $21,277,116Expenses 2023: $12,343,069Net Income 2023: $8,934,0472023Revenue 2024: $26,610,228Expenses 2024: $12,890,166Net Income 2024: $13,720,0622024Revenue 2025: $63,271,711Expenses 2025: $14,332,681Net Income 2025: $48,939,0302025

Highlighted filing

2025

Revenue$63,271,711
Expenses$14,332,681
Net Income$48,939,030
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$288,823,021
Liabilities
$30,322
Net assets
$288,792,699
Revenue
$63,271,711
Expenses
$14,332,681
Net income
$48,939,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$289$0.03$289$63.3$14.3$48.9
2024Detailed filing. Detailed filing data is available for this year.$272$0.02$272$26.6$12.9$13.7
2023Detailed filing. Detailed filing data is available for this year.$240$0.02$240$21.3$12.3$8.93
2022Detailed filing. Detailed filing data is available for this year.$249$0.02$249$31.5$10.8$20.6
2021Detailed filing. Detailed filing data is available for this year.$242$0.02$242$27.8$9.05$18.8
2020Detailed filing. Detailed filing data is available for this year.$180$0.02$180$28.7$8.33$20.4
2019Detailed filing. Detailed filing data is available for this year.$171$0.01$171$25.7$5.42$20.3
2018Detailed filing. Detailed filing data is available for this year.$150$0.00$150$24.8$4.06$20.7
2017Detailed filing. Detailed filing data is available for this year.$125$0.00$125$25.4$3.06$22.3
2016Detailed filing. Detailed filing data is available for this year.$100$0.00$100$24.8$2.08$22.7
2015Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$20.4$1.42$19.0
2014Summary only. Only limited summary data is available for this year.$59.2$0.07$59.2$18.6$0.78$17.8
2013Summary only. Only limited summary data is available for this year.$40.6$0.10$40.5$40.3$0.35$39.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$126,098,759
Mission and Program Overview

Mission

The trust provides an entity to which contributions from the city and participating employees are paid and through which the trustees can create and administer one or more employee welfare benefit plans for the participants and their beneficiaries.

To provide employee welfare benefits for participants and their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$272,209,766$288,792,699▲ $16,582,933
Investments in Publicly Traded Securities$247,511,005$258,482,050▲ $10,971,045
Savings and Temporary Cash Investments$23,396,883$28,252,833▲ $4,855,950
Accounts Receivable$982,885$1,557,066▲ $574,181
Cash and Non-Interest-Bearing Accounts$342,554$524,542▲ $181,988
Prepaid Expenses and Deferred Charges-$6,530-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$272,233,327$288,823,021▲ $16,589,694
Liabilities
Accounts Payable and Accrued Expenses$23,561$30,322▲ $6,761
Total Liabilities$23,561$30,322▲ $6,761
Net Assets / Fund Balance
Total Net Assets Fund Balance$272,209,766$288,792,699▲ $16,582,933
Total Liabilities and Net Assets / Fund Balance$272,233,327$288,823,021▲ $16,589,694
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Michael CarrTrustee$136,337$136,337
Mat KostrinskyTrustee$39,600$39,600

Board Members and Trustees

NameTitle
Debra BevierChairperson
Joel TienTrustee
Michael ZucchetSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Gallagher Benefit Services INCPlan Administartor221 N WALL STREET SUITE 201, Spokane, WA 99201$303,188
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,243,128
Investment Income
$46,028,583
Other Revenue
$0
Change in Net Assets
$48,939,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$63,196,711
Revenue Not Reported on Financial Statements
$75,000
Revenue Not Reported on Form 990
$-32,356,097
Total Revenue per Audited Statements
$30,840,614
Total Revenue per Form 990
$63,271,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$492,075
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---$13,840,606
Fees for Services Management---$290,233
Fees for Service Investment Mgmnt Fees---$75,000
Fees for Services Accounting---$55,829
Fees for Services Legal---$48,000
Office Expenses---$12,955
Other Expenses---$6,942
Conferences and Meetings---$3,070
Fees for Services Other---$46
Total Functional Expenses$0$0$0$14,332,681

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,332,681
Expenses per Audited Statements$14,257,681
Total Expenses per Audited Statements$14,257,681
Expenses Not Reported on Financial Statements$75,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
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

Form 990, Part VI, Section A, Line 7A

“There are five trustees, each of whom is selected by one of the associations participating in and sponsoring the trust. In the event of early termination of appointment, resignation, or death of a trustee, the board of directors of the association shall appoint a successor trustee for the remainder of that term. The appointment of a trustee may be terminated, at any time, by the entity which originally made the appointment, according to such entity's internal rules, procedures, or practices.”

Form 990, Part VI, Section B, Line 11B

“Trustees review form 990 after the contract administrator has reviewed the form 990 and compare to the contract administrator's report.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees meets regularly to review and monitor trust activities. All board members are covered by the conflict of interest policy. Board members shall submit a signed conflict of interest disclosure annually to the board. If a conflict arises, the member with a conflict of interest will recuse themselves from the decision making process and voting on transactions. There have been no incidences of any conflict in fiscal year 2025.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are not available to the public. A summary annual report required by erisa is sent to the participants annually. According to the regulations of the employee benefits security administration,participants can request the full annual report and form 5500 from the plan administrator.”

Filing and Contact Details

Filer

Filer Name
San Diego City Employees Retiree
EIN
45-4698959
Phone
5098223624
Address
221 N WALL STREET SUITE 201, SPOKANE, WA 99201

Signing Officer

Name
Debra Bevier
Title
Chairman
Phone
5098223624
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Bevier
Formed
2011
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code (irc) and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter on october 30, 2013, in which the internal revenue service (irs) stated that the trust, as then designed, was in compliance with the applicable requirements of the irc. The plan administrator believes that the trust, as amended, continues to qualify and to operate in accordance with the applicable provisions of the irc. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 417 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
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IRS990/BooksInCareOfDetail/PhoneNum05098223624
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0221 N WALL STREET SUITE 201
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IRS990/ContractorCompensationGrp/ServicesDesc0PLAN ADMINISTARTOR
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IRS990/CYBenefitsPaidToMembersAmt013840606
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IRS990/PYProgramServiceRevenueAmt015799833
IRS990/PYRevenuesLessExpensesAmt013720062
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012890166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026610228
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt048939030
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0272209766
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0288792699
IRS990/SavingsAndTempCashInvstGrp/BOYAmt023396883
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028252833
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt075000
IRS990ScheduleD/ExpensesSubtotalAmt014257681
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt075000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt075000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-32356097
IRS990ScheduleD/RevenueNotReportedAmt0-32356097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt075000
IRS990ScheduleD/RevenueSubtotalAmt063196711
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER ON OCTOBER 30, 2013, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN ADMINISTRATOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt014332681
IRS990ScheduleD/TotalRevenuePerForm990Amt063271711
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030840614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014257681
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0330607
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1197267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL ZUCCHET
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOEL TIEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0367712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1225167
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE FIVE TRUSTEES, EACH OF WHOM IS SELECTED BY ONE OF THE ASSOCIATIONS PARTICIPATING IN AND SPONSORING THE TRUST. IN THE EVENT OF EARLY TERMINATION OF APPOINTMENT, RESIGNATION, OR DEATH OF A TRUSTEE, THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL APPOINT A SUCCESSOR TRUSTEE FOR THE REMAINDER OF THAT TERM. THE APPOINTMENT OF A TRUSTEE MAY BE TERMINATED, AT ANY TIME, BY THE ENTITY WHICH ORIGINALLY MADE THE APPOINTMENT, ACCORDING TO SUCH ENTITY'S INTERNAL RULES, PROCEDURES, OR PRACTICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REVIEW FORM 990 AFTER THE CONTRACT ADMINISTRATOR HAS REVIEWED THE FORM 990 AND COMPARE TO THE CONTRACT ADMINISTRATOR'S REPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES MEETS REGULARLY TO REVIEW AND MONITOR TRUST ACTIVITIES. ALL BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS SHALL SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE ANNUALLY TO THE BOARD. IF A CONFLICT ARISES, THE MEMBER WITH A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS AND VOTING ON TRANSACTIONS. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT IN FISCAL YEAR 2025.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. A SUMMARY ANNUAL REPORT REQUIRED BY ERISA IS SENT TO THE PARTICIPANTS ANNUALLY. ACCORDING TO THE REGULATIONS OF THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION,PARTICIPANTS CAN REQUEST THE FULL ANNUAL REPORT AND FORM 5500 FROM THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AFSCME LOCAL 127
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CALIFORNIA TEAMSTERS LOCAL 911
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2DEPUTY CITY ATTORNEYS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SAN DIEGO POLICE OFFICERS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CITY OF SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03737 CAMINO DEL RIO SOUTH 4TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt19900 FLOWER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2615 C STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt39620 CHESAPEAKE DRIVE SUITE 203
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt49388 VICKERS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BELLFLOWER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190706
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd392123
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd492111
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0272233327
IRS990/TotalAssetsEOYAmt0288823021
IRS990/TotalAssetsGrp/BOYAmt0272233327
IRS990/TotalAssetsGrp/EOYAmt0288823021
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014332681
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023561
IRS990/TotalLiabilitiesEOYAmt030322
IRS990/TotalLiabilitiesGrp/BOYAmt023561
IRS990/TotalLiabilitiesGrp/EOYAmt030322
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0272209766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0288792699
IRS990/TotalOtherCompensationAmt081081
IRS990/TotalProgramServiceRevenueAmt017243128
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046028583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017243128
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063271711
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272233327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0288823021
IRS990/TotReportableCompRltdOrgAmt0687735
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0221 N WALL STREET SUITE 201
IRS990/USAddress/CityNm0SPOKANE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099201
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA BEVIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05098223624
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO CITY EMPLOYEES RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0454698959
ReturnHeader/Filer/PhoneNum05098223624
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 N WALL STREET SUITE 201
ReturnHeader/Filer/USAddress/CityNm0SPOKANE

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