Civic Intelligence

Monterey Bay Public Employees H&W Plan

EIN 77-0217858 • 501(c)9 • Dublin, CA

Profile

To provide health and welfare benefits to eligible participants and their dependents.

4160 Dublin Blvd No 400Dublin, CA 94588

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

80th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

76th percentile

$1

Higher top officer pay than 76% of similar nonprofits.

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

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

23rd percentile

-96%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $207,428 (-100%) from 2018

Liabilities

Down

$0

Down $52,691 (-100%) from 2018

Net Assets

Down

$0

Down $154,737 (-100%) from 2018

Operations
Liabilities / Revenue80th percentileNet Margin86th percentile

Revenue

Down

$351,332

Down $8,205,200 (-96%) from 2018

Expenses

Down

$211,582

Down $8,447,425 (-98%) from 2018

Net Income

Up

$139,750

Up $242,225 (+236%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0-$5.0MAssets 2012: $3,710,589Liabilities 2012: $6,005,534Net Assets 2012: -$2,294,9452012Assets 2013: $3,262,279Liabilities 2013: $3,032,158Net Assets 2013: $230,1212013Assets 2014: $6,460,734Liabilities 2014: $4,320,018Net Assets 2014: $2,140,7162014Assets 2015: $6,226,881Liabilities 2015: $4,549,351Net Assets 2015: $1,677,5302015Assets 2016: $3,304,253Liabilities 2016: $2,598,005Net Assets 2016: $706,2482016Assets 2017: $3,014,794Liabilities 2017: $2,757,582Net Assets 2017: $257,2122017Assets 2018: $207,428Liabilities 2018: $52,691Net Assets 2018: $154,7372018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

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

Operations Trend

Revenue Growth23rd percentile

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

$30M$20M$10M$0-$10MRevenue 2012: $18,918,117Expenses 2012: $19,449,690Net Income 2012: -$531,5732012Revenue 2013: $19,225,109Expenses 2013: $16,700,043Net Income 2013: $2,525,0662013Revenue 2014: $19,800,284Expenses 2014: $17,889,689Net Income 2014: $1,910,5952014Revenue 2015: $21,511,812Expenses 2015: $21,974,998Net Income 2015: -$463,1862015Revenue 2016: $14,438,592Expenses 2016: $15,409,874Net Income 2016: -$971,2822016Revenue 2017: $15,722,177Expenses 2017: $16,171,213Net Income 2017: -$449,0362017Revenue 2018: $8,556,532Expenses 2018: $8,659,007Net Income 2018: -$102,4752018Revenue 2019: $351,332Expenses 2019: $211,582Net Income 2019: $139,7502019

Highlighted filing

2019

Revenue$351,332
Expenses$211,582
Net Income$139,750
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
$351,332
Expenses
$211,582
Net income
$139,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.35$0.21$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.15$8.56$8.66$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.01$2.76$0.26$15.7$16.2$0.45
2016Detailed filing. Detailed filing data is available for this year.$3.30$2.60$0.71$14.4$15.4$0.97
2015Detailed filing. Detailed filing data is available for this year.$6.23$4.55$1.68$21.5$22.0$0.46
2014Summary only. Only limited summary data is available for this year.$6.46$4.32$2.14$19.8$17.9$1.91
2013Summary only. Only limited summary data is available for this year.$3.26$3.03$0.23$19.2$16.7$2.53
2012Summary only. Only limited summary data is available for this year.$3.71$6.01$2.29$18.9$19.4$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Nov 29, 2019
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$351,332
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,250$0▼ $14,250
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,250$0▼ $14,250
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,000$0▼ $4,000
Total Liabilities$4,000$0▼ $4,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,250$0▼ $10,250
Net Assets With Donor Restrictions-$0-
Total Net Assets Fund Balance$10,250$0▼ $10,250
Total Liabilities and Net Assets / Fund Balance$14,250$0▼ $14,250
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organization$1$1

Board Members and Trustees

NameTitle
Ana AguillonTrustee
Graciela HidalgoTrustee
Katharine BasslerTrustee
Richard MorenoTrustee
Steve McdougallTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services And Benefits AdministratAdministration4160 DUBLIN BLVD STE 400, Dublin, CA 94588$135,661
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$38
Other Revenue
$351,294
Change in Net Assets
$139,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$351,332
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$351,332
Total Revenue per Form 990
$351,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,582
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
Fees for Services Other---$61,292
Benefits to Members---$60,000
Fees for Services Accounting---$30,002
Office Expenses---$27,565
Fees for Services Management---$20,000
Fees for Services Legal---$9,000
Insurance---$3,397
Conferences and Meetings---$326
Total Functional Expenses$0$0$0$211,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$211,582
Total Expenses per Audited Statements$211,582
Total Expenses per Form 990$211,582
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has contracted with health services and benefit administrators to provide administrative services for the organization.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees to act on behalf of the board of trustees.”

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

“A copy of the form 990 was provided to each member of the governing body before it was filed. The members of the governing body were asked to review the form 990 and notify the plan's administrator of any questions or changes.”

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

“The conflict-of-interest policy applies to all trustees as well as individuals who exercise discretionary and/or fiduciary authority over the trust. At least once annually, trustees and other fiduciaries will disclose in writing any relationships or interest that could give rise to a conflict. If a conflict arises, the trustees have discretionary authority to determine whether a conflict in fact exists and, if so, whether the contemplated transaction may be authorized as just, fair and reasonable to the trust. Such determinations will be made without the input or participation of the conflicted individual.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization makes its governing documents, conflict-of-interest policy and financial information available.”

Filing and Contact Details

Filer

Filer Name
Monterey Bay Public Employees H&w Plan
EIN
77-0217858
Phone
9254544352
Address
4160 DUBLIN BLVD NO 400, DUBLIN, CA 94588

Signing Officer

Name
Katharine Bassler
Title
Trustee
Phone
9254544352
Signed
2020-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katharine Bassler
Formed
1978
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Lien settlement collection fees 60,722. Medical claim admin fees 570.”

FORM 990, PART XI, LINE 9:

“Transfer of net assets -150,000.”

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of november 29, 2019, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes the plan is no longer subject to income tax examinations for the fiscal years prior to 2017.”

Raw XML Appendix376 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.

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IRS990/DescribedInSection501c3Ind00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF NOVEMBER 29, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MUNICIPALITIES COLLEGES AND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-11-29
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0770320746
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0150000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt076 STEPHANIE DRIVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SALINAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd093901
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CONTRACTED WITH HEALTH SERVICES AND BENEFIT ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY BEFORE IT WAS FILED. THE MEMBERS OF THE GOVERNING BODY WERE ASKED TO REVIEW THE FORM 990 AND NOTIFY THE PLAN'S ADMINISTRATOR OF ANY QUESTIONS OR CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT-OF-INTEREST POLICY APPLIES TO ALL TRUSTEES AS WELL AS INDIVIDUALS WHO EXERCISE DISCRETIONARY AND/OR FIDUCIARY AUTHORITY OVER THE TRUST. AT LEAST ONCE ANNUALLY, TRUSTEES AND OTHER FIDUCIARIES WILL DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. IF A CONFLICT ARISES, THE TRUSTEES HAVE DISCRETIONARY AUTHORITY TO DETERMINE WHETHER A CONFLICT IN FACT EXISTS AND, IF SO, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE TRUST. SUCH DETERMINATIONS WILL BE MADE WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIEN SETTLEMENT COLLECTION FEES 60,722. MEDICAL CLAIM ADMIN FEES 570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER OF NET ASSETS -150,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SALINAS UNION HIGH SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770524315
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0431 W ALISAL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALINAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt014250
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt014250
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211582
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0351294
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351332
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014250
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
IRS990/USAddress/CityNm0DUBLIN
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094588
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHARINE BASSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09254544352
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY BAY PUBLIC EMPLOYEES H&W PLAN
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770217858
ReturnHeader/Filer/PhoneNum09254544352
ReturnHeader/Filer/USAddress/AddressLine1Txt04160 DUBLIN BLVD NO 400
ReturnHeader/Filer/USAddress/CityNm0DUBLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06708EE9472DC16CF2D2F66DF842776D044FEF464
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092C7F91AD246760067C653CBF66B8BF12B4D5FD1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:16:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE S BAKER
ReturnHeader/ReturnTs02020-10-09T10:17:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02019-11-29
ReturnHeader/TaxYr02019

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