Civic Intelligence

Teamsters Western Region and New Jersey Health Care Fund

990 • Fiscal year 2016 • EIN 86-6052021

Dec 01, 2015 to Nov 30, 2016 • Filed on Sep 05, 2017

2550 W Union Hills Drive Suite 290Phoenix, AZ 85027

(602) 249-3582

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.07x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

93rd percentile

24%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $11,865,813Liabilities 2010: $2,523,439Net Assets 2010: $9,342,3742010Assets 2011: $12,542,929Liabilities 2011: $3,059,757Net Assets 2011: $9,483,1722011Assets 2012: $12,529,284Liabilities 2012: $3,076,097Net Assets 2012: $9,453,1872012Assets 2013: $15,152,365Liabilities 2013: $4,366,573Net Assets 2013: $10,785,7922013Assets 2014: $638,168,189Liabilities 2014: $49,146,585Net Assets 2014: $589,021,6042014Assets 2015: $739,679,181Liabilities 2015: $43,858,789Net Assets 2015: $695,820,3922015Assets 2016: $918,712,707Liabilities 2016: $42,646,901Net Assets 2016: $876,065,8062016Assets 2017: $1,171,645,696Liabilities 2017: $57,652,488Net Assets 2017: $1,113,993,2082017Assets 2018: $1,334,707,620Liabilities 2018: $58,745,902Net Assets 2018: $1,275,961,7182018Assets 2019: $1,706,259,010Liabilities 2019: $70,005,000Net Assets 2019: $1,636,254,0102019Assets 2020: $2,169,172,532Liabilities 2020: $84,135,630Net Assets 2020: $2,085,036,9022020Assets 2021: $2,785,434,314Liabilities 2021: $99,951,056Net Assets 2021: $2,685,483,2582021Assets 2022: $2,901,404,610Liabilities 2022: $94,428,984Net Assets 2022: $2,806,975,6262022Assets 2023: $3,463,735,405Liabilities 2023: $102,060,043Net Assets 2023: $3,361,675,3622023Assets 2024: $4,267,436,147Liabilities 2024: $102,549,516Net Assets 2024: $4,164,886,6312024

Highlighted filing

2016

Assets$918,712,707
Liabilities$42,646,901
Net Assets$876,065,806

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0Expenses 2010: $26,214,6242010Expenses 2011: $26,528,9942011Expenses 2012: $27,800,0702012Expenses 2013: $25,523,1042013Revenue 2014: $806,413,500Expenses 2014: $231,059,337Net Income 2014: $575,354,1632014Revenue 2015: $561,456,561Expenses 2015: $458,702,544Net Income 2015: $102,754,0172015Revenue 2016: $640,929,844Expenses 2016: $476,795,645Net Income 2016: $164,134,1992016Revenue 2017: $722,017,106Expenses 2017: $530,549,296Net Income 2017: $191,467,8102017Revenue 2018: $765,801,652Expenses 2018: $568,056,521Net Income 2018: $197,745,1312018Revenue 2019: $904,279,708Expenses 2019: $619,119,679Net Income 2019: $285,160,0292019Revenue 2020: $986,105,348Expenses 2020: $638,876,060Net Income 2020: $347,229,2882020Revenue 2021: $1,104,803,734Expenses 2021: $733,080,500Net Income 2021: $371,723,2342021Revenue 2022: $1,224,704,638Expenses 2022: $797,531,600Net Income 2022: $427,173,0382022Revenue 2023: $1,286,313,579Expenses 2023: $874,658,030Net Income 2023: $411,655,5492023Revenue 2024: $1,369,896,765Expenses 2024: $998,085,140Net Income 2024: $371,811,6252024

Highlighted filing

2016

Revenue$640,929,844
Expenses$476,795,645
Net Income$164,134,199
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Sep 5, 2017
Return Version
2015v3.0
Gross Receipts
$681,512,963
Mission and Program Overview

Mission

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers.

Balance Sheet Detail
LineBeginningEndChange
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alfred BettsTrustee
Andrew MarshallTrustee
Bj DorfmanTrustee
Chris LanganTrustee
Danny MaTrustee
Douglas RuygrokTrustee
Rick HicksTrustee
Rick MiddletonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldCost Containment Fees/claims Processing8220 N 23RD AVENUE, Phoenix, AZ 85021$8,567,045
AetnaClaims ProcessingPO BOX 14079, Lexington, KY 40512$5,457,699
Southwest Service AdministratorsContract Administrator2500 W UNION HILLS DRIVE STE 29, Phoenix, AZ 85027$3,004,405
Camden Bonds Plus Fund LLCInvestment ManagementPO BOX 535008, Pittsburgh, PA 15253$1,010,780
Beacon Health OptionsClaims Processing240 CORPORATE BLVD STE 100, Norfolk, VA 23502$963,439
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$596,509,699
Investment Income
$30,078,258
Other Revenue
$14,341,887
Change in Net Assets
$164,134,199

Audited Revenue Reconciliation

Revenue per Audited Statements
$638,965,477
Revenue Not Reported on Financial Statements
$1,964,367
Revenue Not Reported on Form 990
$16,111,215
Total Revenue per Audited Statements
$655,076,692
Total Revenue per Form 990
$640,929,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable and Ibnr$44,394,000
Premiums Payable$-4,320,553
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 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 trustees have contracted with a third party administrator to perform the everyday administration of the fund.

Form 990, Part VI, Section B, line 11

A copy of form 990 was presented to the trustees for review and signatures.

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

Monitoring and enforcement of conflict of interest policy is approved annually at board of trustees meeting.

Form 990, Part VI, Section C, line 19

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.

Form 990, Part VII

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.

Filing and Contact Details

Filer

Filer Name
Teamsters Western Region and New Jersey
EIN
86-6052021
Phone
6022493582
Address
2550 W UNION HILLS DRIVE SUITE 290, PHOENIX, AZ 85027

Signing Officer

Name
Andrew Marshall
Title
Trustee
Phone
6022493582
Signed
2017-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Marshall
Formed
1950
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Henningfield & Associates Inc
Address
27913 Smyth Drive, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

Changes in claims payable and ibnr change in premiums payable

Raw XML AppendixShowing 400 of 683 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01471596
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02332203
IRS990/AccountsReceivableGrp/BOYAmt054846601
IRS990/AccountsReceivableGrp/EOYAmt057579238
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0147232
IRS990/AllOtherExpensesGrp/TotalAmt0147232
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0449898436
IRS990/BenefitsToMembersGrp/TotalAmt0449898436
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHWEST SERVICE ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum06022493582
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 W UNION HILLS DRIVE STE 290
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085027
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt062014343
IRS990/CashNonInterestBearingGrp/EOYAmt029277558
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt016
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt065586
IRS990/ConferencesMeetingsGrp/TotalAmt065586
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt08567045
IRS990/ContractorCompensationGrp/CompensationAmt15457699
IRS990/ContractorCompensationGrp/CompensationAmt23004405
IRS990/ContractorCompensationGrp/CompensationAmt31010780
IRS990/ContractorCompensationGrp/CompensationAmt4963439
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08220 N 23RD AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 14079
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22500 W UNION HILLS DRIVE STE 29
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 535008
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4240 CORPORATE BLVD STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LEXINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NORFOLK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085021
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd140512
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285027
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd315253
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd423502
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1AETNA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SOUTHWEST SERVICE ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CAMDEN BONDS PLUS FUND LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4BEACON HEALTH OPTIONS
IRS990/ContractorCompensationGrp/ServicesDesc0COST CONTAINMENT FEES/CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0449898436
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030078258
IRS990/CYOtherExpensesAmt026897209
IRS990/CYOtherRevenueAmt014341887
IRS990/CYProgramServiceRevenueAmt0596509699
IRS990/CYRevenuesLessExpensesAmt0164134199
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0476795645
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0640929844
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt0241251
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0449898436
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt098488
IRS990/FeesForServicesAccountingGrp/TotalAmt098488
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0192210
IRS990/FeesForServicesLegalGrp/TotalAmt0192210
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02901974
IRS990/FeesForServicesManagementGrp/TotalAmt02901974
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0293954
IRS990/FeesForServicesOtherGrp/TotalAmt0293954
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02416632
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02416632
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RICK MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS RUYGROK
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm3BJ DORFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS LANGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5ALFRED BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm6RICK HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm7DANNY MA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt011300213
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt051883332
IRS990/GrossReceiptsAmt0681512963
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0127137
IRS990/InsuranceGrp/TotalAmt0127137
IRS990/InvestmentIncomeGrp/ExclusionAmt018778045
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018778045
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0622756188
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0831793354
IRS990/IRPDocumentCnt01828
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt040583119
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0695820392
IRS990/NetAssetsOrFundBalancesEOYAmt0876065806
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011300213
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011300213
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016111215
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0730057
IRS990/OfficeExpensesGrp/TotalAmt0730057
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COST CONTAINMENT FEES
IRS990/OtherExpensesGrp/Desc1REINSURANCE FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION - EXTERN
IRS990/OtherExpensesGrp/Desc3DISABILITY PAYROLL TAXE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016482561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11651892
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21388757
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3400729
IRS990/OtherExpensesGrp/TotalAmt016482561
IRS990/OtherExpensesGrp/TotalAmt11651892
IRS990/OtherExpensesGrp/TotalAmt21388757
IRS990/OtherExpensesGrp/TotalAmt3400729
IRS990/OtherLiabilitiesGrp/BOYAmt042387193
IRS990/OtherLiabilitiesGrp/EOYAmt040073447
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/BusinessCd1480000
IRS990/OtherRevenueMiscGrp/Desc0PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/Desc1STOP LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014287778
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt154109
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014287778
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154109
IRS990/OtherRevenueTotalAmt014341887
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt062557
IRS990/PrincipalOfficerNm0ANDREW MARSHALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0593405232
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13104467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0593405232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13104467
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0435816970
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07940914
IRS990/PYOtherExpensesAmt022885574
IRS990/PYOtherRevenueAmt011218483
IRS990/PYProgramServiceRevenueAmt0542297164
IRS990/PYRevenuesLessExpensesAmt0102754017
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0458702544
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0561456561
IRS990/ReconcilationRevenueExpnssAmt0164134199
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0695820392
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0876065806
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-349379
IRS990ScheduleD/ExpensesSubtotalAmt0477145024
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01964367
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01964367
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016111215
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-2313746
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt044394000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-4320553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt016111215
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01964367
IRS990ScheduleD/RevenueSubtotalAmt0638965477
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGES IN CLAIMS PAYABLE AND IBNR CHANGE IN PREMIUMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0476795645
IRS990ScheduleD/TotalLiabilityAmt040073447
IRS990ScheduleD/TotalRevenuePerForm990Amt0640929844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0655076692
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0477145024
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY IS APPROVED ANNUALLY AT BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUMMARY 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/ExplanationTxt4RICK 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/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0860933201
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1866053031
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2271976487
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3952137748
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4950597220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5950645790
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6860431562
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7131938568
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8440296705
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9380710690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10274369965
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11951942549
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12860010120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13951142616
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14420619339
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15943019135
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16710051040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17860351813
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18870674587
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19311654328
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20760254397
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21470640264
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN22860098125
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN23521493194
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN24452501820
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN25362407381
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt7C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt8C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt9C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt10S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt11S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt12C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt13C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt14C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,267$103$4,165$1,370$998$372
2023Detailed filing. Detailed filing data is available for this year.$3,464$102$3,362$1,286$875$412
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,901$94.4$2,807$1,225$798$427
2021Detailed filing. Detailed filing data is available for this year.$2,785$100.0$2,685$1,105$733$372
2020Detailed filing. Detailed filing data is available for this year.$2,169$84.1$2,085$986$639$347
2019Detailed filing. Detailed filing data is available for this year.$1,706$70.0$1,636$904$619$285
2018Detailed filing. Detailed filing data is available for this year.$1,335$58.7$1,276$766$568$198
2017Detailed filing. Detailed filing data is available for this year.$1,172$57.7$1,114$722$531$191
2016Detailed filing. Detailed filing data is available for this year.$919$42.6$876$641$477$164
2015Detailed filing. Detailed filing data is available for this year.$740$43.9$696$561$459$103
2014Detailed filing. Detailed filing data is available for this year.$638$49.1$589$806$231$575
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$4.37$10.8$25.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$3.08$9.45$27.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$3.06$9.48$26.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$2.52$9.34$26.2