Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$139,084,972
Down $2,812,266 (-2.0%) from 2013
Net Assets
Down$73,305,196
Down $17,009,748 (-19%) from 2013
Liabilities
Up$65,779,776
Up $14,197,482 (+28%) from 2013
Revenue
$584,088,020
No earlier filing loaded for comparison.
Expenses
Up$605,997,525
Up $80,134,421 (+15%) from 2013
Net Income
-$21,909,505
No earlier filing loaded for comparison.
To provide health and welfare benefits for eligible employees, retirees and their dependents.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $90,314,944 | $73,305,196 | ▼ $17,009,748 |
| Investments Other Securities | $58,480,114 | $65,562,074 | ▲ $7,081,960 |
| Investments in Publicly Traded Securities | $59,262,827 | $61,336,038 | ▲ $2,073,211 |
| Cash and Non-Interest-Bearing Accounts | $13,346,490 | $0 | ▼ $13,346,490 |
| Accounts Receivable | $8,111,676 | $9,239,618 | ▲ $1,127,942 |
| Land, Buildings, and Equipment, Net | $2,555,476 | $2,762,742 | ▲ $207,266 |
| Prepaid Expenses and Deferred Charges | $140,655 | $184,500 | ▲ $43,845 |
| Savings and Temporary Cash Investments | $0 | $0 | → $0 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| 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 | $141,897,238 | $139,084,972 | ▼ $2,812,266 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Other Liabilities | $42,885,877 | $49,268,690 | ▲ $6,382,813 |
| Accounts Payable and Accrued Expenses | $807,290 | $9,074,392 | ▲ $8,267,102 |
| Deferred Revenue | $7,889,127 | $7,436,694 | ▼ $452,433 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $51,582,294 | $65,779,776 | ▲ $14,197,482 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $90,314,944 | $73,305,196 | ▼ $17,009,748 |
| Total Liabilities and Net Assets / Fund Balance | $141,897,238 | $139,084,972 | ▼ $2,812,266 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $835,683 | $1,369,818 | $2,205,501 |
| Buildings | $915,059 | $632,551 | $1,547,610 |
| Land | $1,012,000 | - | $1,012,000 |
| Other Securities | $1,355,331 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Valerie Cornuelle | Executive Director | FT | $198,837 | $32,441 | $231,278 |
| Robert Powers | Director of Financial Services | FT | $115,735 | $26,230 | $141,965 |
| Anthony Parreira | Trustee | - | - | $227 | $227 |
| Elaine Cash | Trustee | - | - | $227 | $227 |
| Elizabeth Zulueta | Trustee | - | - | $227 | $227 |
| John Pestorich | Trustee | - | - | $227 | $227 |
| Larry Yeghoian | Trustee | - | - | $227 | $227 |
| Nancy Smith | Trustee | - | - | $227 | $227 |
| Sue Eustice | Trustee | - | - | $227 | $227 |
| Keith Pace | Trustee | - | - | $189 | $189 |
| Debra Cole | Trustee | - | - | $114 | $114 |
| Lee Coelho | Trustee | - | - | $113 | $113 |
| Michael Parks | Trustee | - | - | $38 | $38 |
| Name | Title |
|---|---|
| Carole Anne Luckenbach | Trustee |
| chuck king | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Anthem Blue Cross | claims admin service | - | $14,240,337 |
| Delta Dental | Claims admin service | - | $3,486,080 |
| health comp | claims admin service | - | $1,012,947 |
| Vision Service Plan | claims admin service | - | $864,869 |
| Mercer | Actuarial Service | - | $457,173 |
| Line Item | Amount |
|---|---|
| Other Expenses | $28,714,328 |
| Salaries, Compensation, and Employee Benefits | $3,713,604 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $573,569,593 |
| Fees for Services Other | - | - | - | $23,365,961 |
| Other Expenses | - | - | - | $3,534,077 |
| Other Salaries and Wages | - | - | - | $2,133,660 |
| Other Employee Benefits | - | - | - | $858,080 |
| Office Expenses | - | - | - | $530,028 |
| Comp Disqual Persons | - | - | - | $384,257 |
| Fees for Services Legal | - | - | - | $251,122 |
| Depreciation Depletion | - | - | - | $217,004 |
| Payroll Taxes | - | - | - | $195,786 |
| Conferences and Meetings | - | - | - | $163,631 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $158,460 |
| Pension Plan Contributions | - | - | - | $141,821 |
| Travel | - | - | - | $138,003 |
| Advertising | - | - | - | $101,316 |
| Fees for Services Accounting | - | - | - | $94,191 |
| Insurance | - | - | - | $84,486 |
| Occupancy | - | - | - | $49,931 |
| Information Technology | - | - | - | $26,118 |
| Total Functional Expenses | $0 | $0 | $0 | $605,997,525 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $605,997,525 |
| Expenses per Audited Statements | $599,831,814 |
| Total Expenses per Audited Statements | $596,185,548 |
| Expenses Not Reported on Financial Statements | $6,165,711 |
| Other Expense Adjustments | $6,007,251 |
| Expenses Not Reported on Form 990 | $-3,646,266 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Liability | Amount |
|---|---|
| Not Paid | $46,938,079 |
| Postretirement Benefit Cost | $2,123,700 |
| Obligations for Benefit of Others | $206,911 |
“A copy of the form 990 was provided to the PLAN's governing body prior to the form 990 being filed. the form 990 was reviewed by the PLAN's audit committee and the director of FINANCIAL SERVICES before it was filed. Part VI, Section B, Line 12C: At least annually, directors and other fiduciaries are asked to disclose any relationships or interests that could give rise to a conflict. If there is a conflict of interest, the conflicting interest is fully disclosed and documented in writing. The director or fiduciary with the conflict of interest is excluded from the discussion and approval of such transactions; the board determines if the transaction is in the best interest of the PLAN, and the terms of the transaction are fair with respect to terms available through arms-length transactions in the marketplace. Part VI, Section B, Line 15: Compensation for the executive director was approved by the board of trustees in 2013. Part VI, Section C, Line 19: The PLAN makes its governing documents, conflict of interest policy and financial statements available to the public upon request. PART VII, SECTION A, COLUMN E: Any trustees' compensation and/or benefits from the related tax-exempt organizations are available at the Trust Office. Part XII, Line 2C: The audit committee assumes responsibility for oversight of both the audit and the selection of the Certified Public Accountants that audit the Plan's financial statements. The full board annually approves the audit and any change to the Certified Public Accountants.”
“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan administrator believes that the plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The plan administrator believes the plan is no longer subject to income tax examinations for years prior to 2010.”
“STOP-LOSS reimbursements $3,646,266 PART XII, LINE 2D: STOP-LOSS reimbursements ($3,646,266) PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS $6,007,251”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 807290 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9074392 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 8111676 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 9239618 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, retirees and their dependents. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 101316 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 573569593 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ROBERT POWERS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5594372960 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 520 E HERNDON AVE |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Fresno |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 937202907 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 13346490 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 384257 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 163631 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 14240337 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 3486080 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 864869 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 1012947 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 457173 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 11050 Olson Dr Ste 110 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 1 | 100 First St 6th Fl |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 2 | 3333 Quality Dr |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 3 | po box 45018 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 4 | 777 S Figueroa St Ste 190 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | RANCHO CORDOVA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 1 | SAN FRANCISCO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 2 | RANCHO CORDOVA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 3 | FRESNO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 4 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 3 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 4 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 956705600 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 1 | 941054632 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 2 | 956707985 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 3 | 937185018 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 4 | 900175800 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | Anthem Blue Cross |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | Delta Dental |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | Vision Service Plan |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | health comp |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | MERCER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | claims admin service |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Claims admin service |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | claims admin service |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | claims admin service |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | ACTUARIAL SERVICE |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 573569593 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2332174 |
| IRS990/CYOtherExpensesAmt | 0 | 28714328 |
| IRS990/CYOtherRevenueAmt | 0 | 22746 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 581733100 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -21909505 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3713604 |
| IRS990/CYTotalExpensesAmt | 0 | 605997525 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 584088020 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 7889127 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 7436694 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 217004 |
| IRS990/Desc | 0 | To provide health AND welfare benefits for eligible employees, retirees and their dependents. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 33 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 94191 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 251122 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 23365961 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 158460 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 4.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 38 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 114 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 113 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 227 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 189 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 32441 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 26230 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Michael Parks |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | chuck king |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Carole Anne Luckenbach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Elizabeth Zulueta |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Sue Eustice |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Elaine Cash |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Nancy Smith |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | John Pestorich |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Larry Yeghoian |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Debra Cole |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Lee Coelho |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Anthony Parreira |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Keith Pace |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Valerie Cornuelle |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Robert Powers |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 198837 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 115735 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Executive Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Dir. of Financial Services |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1984 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 9876 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 53050 |
| IRS990/GrossReceiptsAmt | 0 | 584131194 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 26118 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 84486 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2322298 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2322298 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 58480114 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 65562074 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 59262827 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 61336038 |
| IRS990/IRPDocumentCnt | 0 | 11 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 2002369 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2555476 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2762742 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 4765111 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 43174 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 90314944 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 73305196 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 9876 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 9876 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4899757 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 49931 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 530028 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 858080 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACA TAXES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 3534077 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 42885877 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 49268690 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ADMINISTRATIVE SERVICES |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 22746 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 22746 |
| IRS990/OtherRevenueTotalAmt | 0 | 22746 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2133660 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 195786 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 141821 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 140655 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 184500 |
| IRS990/PrincipalOfficerNm | 0 | Valerie Cornuelle |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | STOP-LOSS REIMBURSEMENTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 549474041 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 28612793 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 3646266 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 549474041 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 28612793 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 3646266 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 502615317 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 4693775 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 20416097 |
| IRS990/PYOtherRevenueAmt | 0 | 20312 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 541338789 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 20189772 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2831690 |
| IRS990/PYTotalExpensesAmt | 0 | 525863104 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 546052876 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -21909505 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 90314944 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 73305196 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 915059 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 632551 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1547610 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 835683 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 1369818 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 2205501 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -3646266 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 6165711 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 599831814 |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 158460 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 158460 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 1012000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 1012000 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 4899757 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -3646266 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 6007251 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 46938079 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 2123700 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 206911 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | NOT PAID |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | POSTRETIREMENT BENEFIT COST |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | OBLIGATIONS FOR BENEFIT OF OTHERS |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.