Civic Intelligence

Bakery & Sales Drivers- 33 Industry Welfare

EIN 53-0259988 • 501(c)9 • Baltimore, MD

View Organization Page

Profile

To provide welfare benefits to retired union members

9411 Philadelphia Road SBaltimore, MD 21237

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $281,355 (-100%) from 2018

Liabilities

Down

$0

Down $9,000 (-100%) from 2018

Net Assets

Down

$0

Down $272,355 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $7,669 (+100%) from 2018

Expenses

Down

$25,013

Down $50,588 (-67%) from 2018

Net Income

Up

-$25,013

Up $58,257 (+70%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,029,629Liabilities 2011: $1,288Net Assets 2011: $2,028,3412011Assets 2012: $1,887,660Liabilities 2012: $2,491Net Assets 2012: $1,885,1692012Assets 2013: $1,771,052Liabilities 2013: $1,609Net Assets 2013: $1,769,4432013Assets 2014: $1,676,602Liabilities 2014: $9,319Net Assets 2014: $1,667,2832014Assets 2015: $1,603,553Liabilities 2015: $8,723Net Assets 2015: $1,594,8302015Assets 2016: $1,554,000Liabilities 2016: $8,250Net Assets 2016: $1,545,7502016Assets 2017: $1,463,832Liabilities 2017: $8,759Net Assets 2017: $1,455,0732017Assets 2018: $281,355Liabilities 2018: $9,000Net Assets 2018: $272,3552018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $68,077Expenses 2011: $184,246Net Income 2011: -$116,1692011Expenses 2012: $203,5562012Expenses 2013: $155,0632013Revenue 2014: $38,508Expenses 2014: $144,183Net Income 2014: -$105,6752014Revenue 2015: $29,716Expenses 2015: $101,616Net Income 2015: -$71,9002015Revenue 2016: $29,106Expenses 2016: $79,418Net Income 2016: -$50,3122016Revenue 2017: $18,499Expenses 2017: $104,068Net Income 2017: -$85,5692017Revenue 2018: -$7,669Expenses 2018: $75,601Net Income 2018: -$83,2702018Revenue 2019: $0Expenses 2019: $25,013Net Income 2019: -$25,0132019

Highlighted filing

2019

Revenue$0
Expenses$25,013
Net Income-$25,013
Open 2019 Filing

Filings

Most recent year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$25,013
Net income
-$25,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.01$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.01$1.46$0.02$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.55$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.03$0.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$0.04$0.14$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.20
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.07$0.18$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Apr 30, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

To provide welfare benefits to retired union members

Welfare plan exempt under I.R.C. 501(c)(9)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$272,355$0▼ $272,355
Cash and Non-Interest-Bearing Accounts$265,614$0▼ $265,614
Prepaid Expenses and Deferred Charges$15,741$0▼ $15,741
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$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$281,355$0▼ $281,355
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,000$0▼ $9,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$9,000$0▼ $9,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$272,355$0▼ $272,355
Total Liabilities and Net Assets / Fund Balance$281,355$0▼ $281,355
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Douglas WebberTrustee
J Anthony SmithTrustee
Ray OttenbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-25,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Total Revenue per Audited Statements
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,714
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
Insurance---$8,741
Fees for Services Management---$8,333
Fees for Services Accounting---$6,500
Other Expenses---$1,140
Benefits to Members---$299
Total Functional Expenses$0$0$0$25,013

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,013
Total Expenses per Audited Statements$25,013
Total Expenses per Form 990$25,013
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT ACCOUNTANT. THE FORM IS REVIEWed and approved BY THE ADMINISTRATOR AND THE TRUSTEES prior to filing.”

Form 990, Part VI, Section C, Line 19

“These documents are not made available to the public.”

Form 990, Part VI, Line 4

“The trustees of the plan approved a merger with teamsters local 639 - employers health trust effective june 1, 2019. Under the terms of the merger, the teamsters local 639 plan agreed to provide coverage for the remaining participants in the bsd plan and will assume all assets and liabilities of the bsd plan after june 1, 2018. The bsd trustees agreed to wind down the plan and to complete all necessary actions related to the termination of the bsd 33 industry welfare plan. The plan ceased operations in april 2019.”

Filing and Contact Details

Filer

Filer Name
Bakery & Sales Drivers- 33 Industry Welfare
EIN
53-0259988
In Care Of
% BENEFITS ADMINISTRATION CORP
Phone
2025262033
Address
9411 Philadelphia Road S, Baltimore, MD 21237

Signing Officer

Name
J Anthony Smith
Title
Trustee
Phone
2025262033
Signed
2020-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Anthony Smith
Formed
1959
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
Brian W Dow CPA
Phone
3017705500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Effective june 1, 2018, the fund merged with teamsters local 639 - employer health trust fund. In accordance with the merger agreement, 80% of the fund's assets were transferred to local 639 on june 1, 2018. The remaining assets were retained by the fund and used to settle the outstanding liabilities and wind down the plan. The remaining assets were transfered to local 639 in january and apil 2019, whereupon the plan ceased operations.”

Raw XML Appendix393 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/BOYAmt09000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Welfare plan exempt under I.R.C. 501(c)(9)
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0299
IRS990/BooksInCareOfDetail/PersonNm0BENEFITS ADMINISTRATION CORP
IRS990/BooksInCareOfDetail/PhoneNum04435733611
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09411 BALTIMORE RD STE S
IRS990/BooksInCareOfDetail/USAddress/CityNm0Baltimore
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021237
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0265614
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0299
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt024714
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25013
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt025013
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt00
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide medical, dental, and prescription benefits to retirees of local union no. 33.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt08333
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Ray Ottenberg
IRS990/Form990PartVIISectionAGrp/PersonNm1Douglas Webber
IRS990/Form990PartVIISectionAGrp/PersonNm2J Anthony Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt08741
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS TO RETIRED UNION MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0272355
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-247342
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/TotalAmt01140
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0true
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/BOYAmt015741
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0J ANTHONY SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03334
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-9620
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt072267
IRS990/PYOtherRevenueAmt0151
IRS990/PYProgramServiceRevenueAmt01800
IRS990/PYRevenuesLessExpensesAmt0-83270
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt075601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-7669
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25013
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0272355
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt025013
IRS990ScheduleD/RevenueSubtotalAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt025013
IRS990ScheduleD/TotalRevenuePerForm990Amt00
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt00
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025013
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0true
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-01-25
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0530209136
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0247342
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt09
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0TEAMSTERD LOCAL 639 EMPLOYERS HEALT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03130 AMES PLACE NE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0WASHINGTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0DC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd020018
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0J. ANTHONY SMITH HAS BEEN EMPLOYED BY TEAMSTERS LOCAL 639 SINCE 2004 AND HAS SERVED AS A TRUSTEE OF THE TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST FUND SINCE 2009. ANTHONY SMITH RECUSED HIMSELF FROM ALL DISCUSSIONS AND DECISIONS REGARDING THE MERGER OF THE PLANS.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EFFECTIVE JUNE 1, 2018, THE PLAN ENTERED INTO A MERGER AGREEMENT WITH THE TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST FUND. ON THE EFFECTIVE DATE, THE SOLE REMAINING PARTICIPANT IN THE PLAN BECAME A PARTICIPANT IN THE LOCAL 639 EMPLOYERS HEALTH TRUST FUND. IN ACCORDANCE WITH THE MERGER, THE LOCAL 639 EMPLOYERS HEALTH TRUST FUND ASSUMED ALL FUTURE BENEFIT OBLIGATIONS RELATED TO THE PARTICIPANT AND ALL REMAINING ASSETS IN THE BAKERY AND SALES DRIVERS 33 INDUSTRY WELFARE PLAN WERE TRANSFERRED TO THE LOCAL 639 EMPLOYERS HEALTH TRUST FUND. UPON THE FINAL TRANSFER OF ASSETS AND SETTLING OF ANY REMAINING BILLS, THE BAKERY AND SALES DRIVERS 33 INDUSTRY WELFARE PLAN CEASED OPERATIONS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART I, QUESTIONS 2A AND 2B
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N, PART I, LINE I
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT ACCOUNTANT. THE FORM IS REVIEWed and approved BY THE ADMINISTRATOR AND THE TRUSTEES prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EFFECTIVE JUNE 1, 2018, THE FUND MERGED WITH TEAMSTERS LOCAL 639 - EMPLOYER HEALTH TRUST FUND. IN ACCORDANCE WITH THE MERGER AGREEMENT, 80% OF THE FUND'S ASSETS WERE TRANSFERRED TO LOCAL 639 ON JUNE 1, 2018. THE REMAINING ASSETS WERE RETAINED BY THE FUND AND USED TO SETTLE THE OUTSTANDING LIABILITIES AND WIND DOWN THE PLAN. THE REMAINING ASSETS WERE TRANSFERED TO LOCAL 639 IN JANUARY AND APIL 2019, WHEREUPON THE PLAN CEASED OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES OF THE PLAN APPROVED A MERGER WITH TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST EFFECTIVE JUNE 1, 2019. UNDER THE TERMS OF THE MERGER, THE TEAMSTERS LOCAL 639 PLAN AGREED TO PROVIDE COVERAGE FOR THE REMAINING PARTICIPANTS IN THE BSD PLAN AND WILL ASSUME ALL ASSETS AND LIABILITIES OF THE BSD PLAN AFTER JUNE 1, 2018. THE BSD TRUSTEES AGREED TO WIND DOWN THE PLAN AND TO COMPLETE ALL NECESSARY ACTIONS RELATED TO THE TERMINATION OF THE BSD 33 INDUSTRY WELFARE PLAN. THE PLAN CEASED OPERATIONS IN APRIL 2019.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 4
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL #33 INDUSTRY PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526150341
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Pension Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09411 PHILADELPHIA ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021237
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0281355
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0281355
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt025013
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt09000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0272355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0281355
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09411 Philadelphia Road S
IRS990/USAddress/CityNm0Baltimore
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021237
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J ANTHONY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02025262033
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bakery & Sales Drivers- 33 Industry Welfare
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0BAKE
ReturnHeader/Filer/EIN0530259988
ReturnHeader/Filer/InCareOfNm0% BENEFITS ADMINISTRATION CORP
ReturnHeader/Filer/PhoneNum02025262033
ReturnHeader/Filer/USAddress/AddressLine1Txt09411 Philadelphia Road S
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021237
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023455EB3A871D577E24CC1FF0CA7B7A1220A9CB8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023455EB3A871D577E24CC1FF0CA7B7A1220A9CB8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId052626520200525000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.166.169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SARFINO AND RHOADES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011921 ROCKVILLE PIKE SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208522794
ReturnHeader/PreparerPersonGrp/PhoneNum03017705500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN W DOW CPA
ReturnHeader/ReturnTs02020-02-21T16:30:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.