Liabilities / Assets
54th percentile
Higher debt load relative to assets than 54% of similar nonprofits.
990 • Fiscal year 2016 • EIN 86-6052021
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
54th percentile
Higher debt load relative to assets than 54% of similar nonprofits.
Liabilities / Revenue
51st percentile
Higher debt load relative to revenue than 51% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
28th percentile
Higher top officer pay than 28% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
93rd percentile
Faster asset growth than 93% of similar nonprofits.
Revenue Growth
76th percentile
Faster revenue growth than 76% of similar nonprofits.
Assets
Up$918,712,707
Up $179,033,526 (+24%) from 2015
Net Assets
Up$876,065,806
Up $180,245,414 (+26%) from 2015
Liabilities
Down$42,646,901
Down $1,211,888 (-2.8%) from 2015
Revenue
Up$640,929,844
Up $79,473,283 (+14%) from 2015
Expenses
Up$476,795,645
Up $18,093,101 (+3.9%) from 2015
Net Income
Up$164,134,199
Up $61,380,182 (+60%) from 2015
Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $695,820,392 | $876,065,806 | ▲ $180,245,414 |
| Investments in Publicly Traded Securities | $622,756,188 | $831,793,354 | ▲ $209,037,166 |
| Accounts Receivable | $54,846,601 | $57,579,238 | ▲ $2,732,637 |
| Cash and Non-Interest-Bearing Accounts | $62,014,343 | $29,277,558 | ▼ $32,736,785 |
| Prepaid Expenses and Deferred Charges | $62,049 | $62,557 | ▲ $508 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $739,679,181 | $918,712,707 | ▲ $179,033,526 |
| Liabilities | |||
| Other Liabilities | $42,387,193 | $40,073,447 | ▼ $2,313,746 |
| Accounts Payable and Accrued Expenses | $1,471,596 | $2,332,203 | ▲ $860,607 |
| Deferred Revenue | $0 | $241,251 | ▲ $241,251 |
| Total Liabilities | $43,858,789 | $42,646,901 | ▼ $1,211,888 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $695,820,392 | $876,065,806 | ▲ $180,245,414 |
| Total Liabilities and Net Assets / Fund Balance | $739,679,181 | $918,712,707 | ▲ $179,033,526 |
| Name | Title |
|---|---|
| Alfred Betts | Trustee |
| Andrew Marshall | Trustee |
| Bj Dorfman | Trustee |
| Chris Langan | Trustee |
| Danny Ma | Trustee |
| Douglas Ruygrok | Trustee |
| Rick Hicks | Trustee |
| Rick Middleton | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield | Cost Containment Fees/claims Processing | 8220 N 23RD AVENUE, Phoenix, AZ 85021 | $8,567,045 |
| Aetna | Claims Processing | PO BOX 14079, Lexington, KY 40512 | $5,457,699 |
| Southwest Service Administrators | Contract Administrator | 2500 W UNION HILLS DRIVE STE 29, Phoenix, AZ 85027 | $3,004,405 |
| Camden Bonds Plus Fund LLC | Investment Management | PO BOX 535008, Pittsburgh, PA 15253 | $1,010,780 |
| Beacon Health Options | Claims Processing | 240 CORPORATE BLVD STE 100, Norfolk, VA 23502 | $963,439 |
| Line Item | Amount |
|---|---|
| Other Expenses | $26,897,209 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $449,898,436 | - | - | $449,898,436 |
| Fees for Services Management | - | $2,901,974 | - | $2,901,974 |
| Fees for Service Investment Mgmnt Fees | - | $2,416,632 | - | $2,416,632 |
| Office Expenses | - | $730,057 | - | $730,057 |
| Other Expenses | - | $400,729 | - | $400,729 |
| Fees for Services Other | - | $293,954 | - | $293,954 |
| Fees for Services Legal | - | $192,210 | - | $192,210 |
| All Other Expenses | - | $147,232 | - | $147,232 |
| Insurance | - | $127,137 | - | $127,137 |
| Fees for Services Accounting | - | $98,488 | - | $98,488 |
| Conferences and Meetings | - | $65,586 | - | $65,586 |
| Total Functional Expenses | $449,898,436 | $26,897,209 | $0 | $476,795,645 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $477,145,024 |
| Total Expenses per Audited Statements | $477,145,024 |
| Total Expenses per Form 990 | $476,795,645 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-349,379 |
| Other Expense Adjustments | $-2,313,746 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Claims Payable and Ibnr | $44,394,000 |
| Premiums Payable | $-4,320,553 |
“The trustees have contracted with a third party administrator to perform the everyday administration of the fund.”
“A copy of form 990 was presented to the trustees for review and signatures.”
“Monitoring and enforcement of conflict of interest policy is approved annually at board of trustees meeting.”
“Summary annual reports are provided to all participants annually. Spds are available via website and from the administrator upon request. Audited financial statements are available to the public by request of the dol or administration.”
“Rick middleton - 450 carson plaza drive, carson, ca 90746. Douglas ruygrok - 618 michillinda avenue, arcadia, ca xxx-xx-xxxx. Andrew marshall - 450 carson plaza drive, carson, ca 90746. B.j. Dorfman - 55 glenlake pkwy, atlanta, ga 30328. Chris langan - 55 glenlake pkwy, atlanta, ga 30328. Alfred betts - 282 hillside ave, hillside, ny 07205. Rick hicks - 14675 interurban ave s, tukwila, wa 98168. Danny ma - 20227 n 27th avenue, phoenix, az 85027.”
“Changes in claims payable and ibnr change in premiums payable”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1471596 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2332203 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 54846601 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 57579238 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 147232 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 147232 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 449898436 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 449898436 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SOUTHWEST SERVICE ADMINISTRATORS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6022493582 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2550 W UNION HILLS DRIVE STE 290 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PHOENIZ |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85027 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 62014343 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 29277558 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 16 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 65586 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 65586 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 8567045 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 5457699 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 3004405 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 1010780 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 963439 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 8220 N 23RD AVENUE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 14079 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 2500 W UNION HILLS DRIVE STE 29 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | PO BOX 535008 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 240 CORPORATE BLVD STE 100 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | PHOENIX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | LEXINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PHOENIX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | PITTSBURGH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | NORFOLK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | KY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | AZ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 85021 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 40512 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 85027 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 15253 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 23502 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUE CROSS BLUE SHIELD |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | AETNA |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | SOUTHWEST SERVICE ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | CAMDEN BONDS PLUS FUND LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | BEACON HEALTH OPTIONS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | COST CONTAINMENT FEES/CLAIMS PROCESSING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CLAIMS PROCESSING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | INVESTMENT MANAGEMENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CLAIMS PROCESSING |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 449898436 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 30078258 |
| IRS990/CYOtherExpensesAmt | 0 | 26897209 |
| IRS990/CYOtherRevenueAmt | 0 | 14341887 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 596509699 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 164134199 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 476795645 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 640929844 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 241251 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 449898436 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 98488 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 98488 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 192210 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 192210 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 2901974 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 2901974 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 293954 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 293954 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2416632 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 2416632 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 4.00 |
| 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/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICK MIDDLETON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DOUGLAS RUYGROK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ANDREW MARSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BJ DORFMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRIS LANGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ALFRED BETTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | RICK HICKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DANNY MA |
| 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/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/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/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1950 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 11300213 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 51883332 |
| IRS990/GrossReceiptsAmt | 0 | 681512963 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 127137 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 127137 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 18778045 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 18778045 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 622756188 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 831793354 |
| IRS990/IRPDocumentCnt | 0 | 1828 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | AZ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 40583119 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 695820392 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 876065806 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 11300213 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 11300213 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 16111215 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 730057 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 730057 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | COST CONTAINMENT FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | REINSURANCE FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | ADMINISTRATION - EXTERN |
| IRS990/OtherExpensesGrp/Desc | 3 | DISABILITY PAYROLL TAXE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 16482561 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1651892 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1388757 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 400729 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 16482561 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1651892 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1388757 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 400729 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 42387193 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 40073447 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 480000 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 480000 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PRESCRIPTION REBATES |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | STOP LOSS REIMBURSEMENTS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 14287778 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 54109 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 14287778 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 54109 |
| IRS990/OtherRevenueTotalAmt | 0 | 14341887 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 62049 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 62557 |
| IRS990/PrincipalOfficerNm | 0 | ANDREW MARSHALL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 480000 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 480000 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIB |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIB |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 593405232 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 3104467 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 593405232 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 3104467 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 435816970 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7940914 |
| IRS990/PYOtherExpensesAmt | 0 | 22885574 |
| IRS990/PYOtherRevenueAmt | 0 | 11218483 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 542297164 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 102754017 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 458702544 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 561456561 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 164134199 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 695820392 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 876065806 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -349379 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 477145024 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 1964367 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 1964367 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 16111215 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -2313746 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 44394000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | -4320553 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS PAYABLE AND IBNR |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PREMIUMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 16111215 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 1964367 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 638965477 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGES IN CLAIMS PAYABLE AND IBNR CHANGE IN PREMIUMS PAYABLE |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 476795645 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 40073447 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 640929844 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 655076692 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 477145024 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY IS APPROVED ANNUALLY AT BOARD OF TRUSTEES MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY. SPDS ARE AVAILABLE VIA WEBSITE AND FROM THE ADMINISTRATOR UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST OF THE DOL OR ADMINISTRATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | RICK MIDDLETON - 450 CARSON PLAZA DRIVE, CARSON, CA 90746. DOUGLAS RUYGROK - 618 MICHILLINDA AVENUE, ARCADIA, CA XXX-XX-XXXX. ANDREW MARSHALL - 450 CARSON PLAZA DRIVE, CARSON, CA 90746. B.J. DORFMAN - 55 GLENLAKE PKWY, ATLANTA, GA 30328. CHRIS LANGAN - 55 GLENLAKE PKWY, ATLANTA, GA 30328. ALFRED BETTS - 282 HILLSIDE AVE, HILLSIDE, NY 07205. RICK HICKS - 14675 INTERURBAN AVE S, TUKWILA, WA 98168. DANNY MA - 20227 N 27TH AVENUE, PHOENIX, AZ 85027. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VII |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 3 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 4 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 5 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 6 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 7 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 8 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 9 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 10 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 11 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 12 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 13 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 14 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 15 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 16 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 17 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 18 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 19 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 20 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 21 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 22 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 23 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 24 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 25 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 860933201 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 866053031 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 2 | 271976487 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 3 | 952137748 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 4 | 950597220 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 5 | 950645790 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 6 | 860431562 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 7 | 131938568 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 8 | 440296705 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 9 | 380710690 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 10 | 274369965 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 11 | 951942549 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 12 | 860010120 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 13 | 951142616 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 14 | 420619339 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 15 | 943019135 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 16 | 710051040 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 17 | 860351813 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 18 | 870674587 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 19 | 311654328 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 20 | 760254397 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 21 | 470640264 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 22 | 860098125 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 23 | 521493194 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 24 | 452501820 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 25 | 362407381 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 1 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 2 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 3 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 4 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 5 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 6 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 7 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 8 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 9 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 10 | S |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 11 | S |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 12 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 13 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 14 | C |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.