Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
990 • Fiscal year 2017 • EIN 86-6052021
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
Liabilities / Revenue
9th percentile
Higher debt load relative to revenue than 9% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
3rd percentile
Higher top officer pay than 3% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Assets
Up$1,171,645,696
Up $252,932,989 (+28%) from 2016
Net Assets
Up$1,113,993,208
Up $237,927,402 (+27%) from 2016
Liabilities
Up$57,652,488
Up $15,005,587 (+35%) from 2016
Revenue
Up$722,017,106
Up $81,087,262 (+13%) from 2016
Expenses
Up$530,549,296
Up $53,753,651 (+11%) from 2016
Net Income
Up$191,467,810
Up $27,333,611 (+17%) from 2016
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 | $876,065,806 | $1,113,993,208 | ▲ $237,927,402 |
| Investments in Publicly Traded Securities | $831,793,354 | $1,089,573,728 | ▲ $257,780,374 |
| Accounts Receivable | $57,579,238 | $65,330,256 | ▲ $7,751,018 |
| Cash and Non-Interest-Bearing Accounts | $29,277,558 | $16,653,488 | ▼ $12,624,070 |
| Prepaid Expenses and Deferred Charges | $62,557 | $88,224 | ▲ $25,667 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $918,712,707 | $1,171,645,696 | ▲ $252,932,989 |
| Liabilities | |||
| Other Liabilities | $40,073,447 | $53,997,887 | ▲ $13,924,440 |
| Accounts Payable and Accrued Expenses | $2,332,203 | $3,334,599 | ▲ $1,002,396 |
| Deferred Revenue | $241,251 | $320,002 | ▲ $78,751 |
| Total Liabilities | $42,646,901 | $57,652,488 | ▲ $15,005,587 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $876,065,806 | $1,113,993,208 | ▲ $237,927,402 |
| Total Liabilities and Net Assets / Fund Balance | $918,712,707 | $1,171,645,696 | ▲ $252,932,989 |
| Name | Title |
|---|---|
| Alfred Betts | Trustee |
| Andrew Marshall | Trustee |
| Bj Dorfman | Trustee |
| Chris Langan | Trustee |
| Danny Ma | Trustee |
| Douglas Ruygrok | Trustee |
| Karla Schumann | Trustee |
| Rick Hicks | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield Az | Cost Containment Fees/claims Processing | 8220 N 23RD AVENUE, Phoenix, AZ 85021 | $10,323,293 |
| Aetna | Claims Processing | PO BOX 14079, Lexington, KY 40512 | $5,641,206 |
| Southwest Service Administrators | Contract Administrator | 2500 W UNION HILLS DRIVE STE 29, Phoenix, AZ 85027 | $3,273,934 |
| Patients Care Partnership LLC | Insurance Wrap Up Fees | 2500 W UNION HILLS DRIVE STE 29, Phoenix, AZ 85027 | $1,385,990 |
| Camden Bonds Plus Fund LLC | Investment Management | PO BOX 535008, Pittsburgh, PA 15253 | $1,265,017 |
| Line Item | Amount |
|---|---|
| Other Expenses | $30,822,467 |
| 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 | $499,726,829 | - | - | $499,726,829 |
| Fees for Service Investment Mgmnt Fees | - | $3,918,591 | - | $3,918,591 |
| Fees for Services Management | - | $3,150,517 | - | $3,150,517 |
| Office Expenses | - | $597,845 | - | $597,845 |
| Fees for Services Other | - | $362,940 | - | $362,940 |
| Other Expenses | - | $337,597 | - | $337,597 |
| Fees for Services Legal | - | $298,880 | - | $298,880 |
| All Other Expenses | - | $141,829 | - | $141,829 |
| Insurance | - | $131,600 | - | $131,600 |
| Fees for Services Accounting | - | $114,380 | - | $114,380 |
| Conferences and Meetings | - | $63,743 | - | $63,743 |
| Total Functional Expenses | $499,726,829 | $30,822,467 | $0 | $530,549,296 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $530,549,296 |
| Expenses per Audited Statements | $513,294,672 |
| Total Expenses per Audited Statements | $513,294,672 |
| Expenses Not Reported on Financial Statements | $17,254,624 |
| Other Expense Adjustments | $13,924,440 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Claims Payable and Ibnr | $56,831,000 |
| Premiums Payable | $-2,833,113 |
“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.”
“Karla schumann - 1450 s 27th street, phoenix, az 85009. Douglas ruygrok - 1421 manhattan ave, fullerton, ca 92831. Andrew marshall - 450 carson plaza drive, carson, ca 90746. B.j. Dorfman - 55 glenlake pkwy, atlanta, ga 30328. Chris langan - 2618 corral dr, celina, tx 75009. Alfred betts - 282 hillside ave, hillside, nj 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 | 2332203 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 3334599 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 57579238 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 65330256 |
| 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 | 141829 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 141829 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 499726829 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 499726829 |
| 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 | PHOENIX |
| 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 | 29277558 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 16653488 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 21 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 63743 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 63743 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 10323293 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 5641206 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 3273934 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 1385990 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 1265017 |
| 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 | 2500 W UNION HILLS DRIVE STE 29 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | PO BOX 535008 |
| 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 | PHOENIX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | PITTSBURGH |
| 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 | AZ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | PA |
| 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 | 85027 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 15253 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUE CROSS BLUE SHIELD AZ |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | AETNA |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | SOUTHWEST SERVICE ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | PATIENTS CARE PARTNERSHIP LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | CAMDEN BONDS PLUS FUND LLC |
| 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 | INSURANCE WRAP UP FEES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | INVESTMENT MANAGEMENT |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 499726829 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 64705611 |
| IRS990/CYOtherExpensesAmt | 0 | 30822467 |
| IRS990/CYOtherRevenueAmt | 0 | 21853857 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 635457638 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 191467810 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 530549296 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 722017106 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 241251 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 320002 |
| 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 | 499726829 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 114380 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 114380 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 298880 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 298880 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 3150517 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 3150517 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 362940 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 362940 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 3918591 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 3918591 |
| 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 | KARLA SCHUMANN |
| 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 | 44813430 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 344785878 |
| IRS990/GrossReceiptsAmt | 0 | 1021989554 |
| 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 | 131600 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 131600 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 19892181 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 19892181 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 831793354 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1089573728 |
| IRS990/IRPDocumentCnt | 0 | 1840 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | AZ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 299972448 |
| 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 | 876065806 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1113993208 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 44813430 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 44813430 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 46459592 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 597845 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 597845 |
| 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 | 18566608 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1592458 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1545479 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 337597 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 18566608 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1592458 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1545479 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 337597 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 40073447 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 53997887 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 480000 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 480000 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PRESCRIPTION REBATES |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | RETIREE PRESCRIPTION SUBSIDY |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21752194 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 101663 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 21752194 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 101663 |
| IRS990/OtherRevenueTotalAmt | 0 | 21853857 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 62557 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 88224 |
| 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 | 631103433 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 4354205 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 631103433 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 4354205 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 449898436 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 30078258 |
| IRS990/PYOtherExpensesAmt | 0 | 26897209 |
| IRS990/PYOtherRevenueAmt | 0 | 14341887 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 596509699 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 164134199 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 476795645 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 640929844 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 191467810 |
| 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 | 876065806 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1113993208 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 17254624 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 513294672 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 3330184 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 3330184 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 46459592 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 13924440 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 56831000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | -2833113 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS PAYABLE AND IBNR |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PREMIUMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 46459592 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 3330184 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 718686922 |
| 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 | 530549296 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 53997887 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 722017106 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 765146514 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 513294672 |
| 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 | KARLA SCHUMANN - 1450 S 27TH STREET, PHOENIX, AZ 85009. DOUGLAS RUYGROK - 1421 MANHATTAN AVE, FULLERTON, CA 92831. ANDREW MARSHALL - 450 CARSON PLAZA DRIVE, CARSON, CA 90746. B.J. DORFMAN - 55 GLENLAKE PKWY, ATLANTA, GA 30328. CHRIS LANGAN - 2618 CORRAL DR, CELINA, TX 75009. ALFRED BETTS - 282 HILLSIDE AVE, HILLSIDE, NJ 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 11b |
| 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 Contact Addresses for Officers, Directors, Etc |
| 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 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.