Civic Intelligence

Teamsters Multi-Benefit Trust

990 • Fiscal year 2016 • EIN 93-6231741

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 17, 2017

Organization ProfileN/A

View Organization Page

1200 Wilshire Blvd 5th FloorLos Angeles, CA 90017

(562) 463-5000

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.11x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.06x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

34th percentile

-0.6%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-3.0%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$13,572,933

Down $30,725 (-0.2%) from 2015

Net Assets

Down

$12,062,736

Down $135,016 (-1.1%) from 2015

Liabilities

Up

$1,510,197

Up $104,291 (+7.4%) from 2015

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin34th percentile

Revenue

Down

$26,614,724

Down $821,004 (-3.0%) from 2015

Expenses

Up

$26,766,912

Up $316,027 (+1.2%) from 2015

Net Income

Down

-$152,188

Down $1,137,031 (-115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,276,109Liabilities 2011: $358,760Net Assets 2011: $11,917,3492011Assets 2012: $13,235,261Liabilities 2012: $957,780Net Assets 2012: $12,277,4812012Assets 2013: $12,628,652Liabilities 2013: $1,519,177Net Assets 2013: $11,109,4752013Assets 2014: $12,452,848Liabilities 2014: $1,320,666Net Assets 2014: $11,132,1822014Assets 2015: $13,603,658Liabilities 2015: $1,405,906Net Assets 2015: $12,197,7522015Assets 2016: $13,572,933Liabilities 2016: $1,510,197Net Assets 2016: $12,062,7362016Assets 2017: $13,776,205Liabilities 2017: $1,593,177Net Assets 2017: $12,183,0282017Assets 2018: $13,826,424Liabilities 2018: $1,096,133Net Assets 2018: $12,730,2912018Assets 2019: $15,959,678Liabilities 2019: $1,765,538Net Assets 2019: $14,194,1402019Assets 2020: $15,493,334Liabilities 2020: $937,302Net Assets 2020: $14,556,0322020Assets 2021: $15,694,450Liabilities 2021: $1,058,328Net Assets 2021: $14,636,1222021Assets 2022: $14,409,925Liabilities 2022: $1,070,049Net Assets 2022: $13,339,8762022Assets 2023: $14,357,591Liabilities 2023: $1,045,335Net Assets 2023: $13,312,2562023Assets 2024: $12,766,195Liabilities 2024: $386,071Net Assets 2024: $12,380,1242024

Highlighted filing

2016

Assets$13,572,933
Liabilities$1,510,197
Net Assets$12,062,736
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $5,706,034Expenses 2011: $6,029,625Net Income 2011: -$323,5912011Revenue 2012: $26,840,625Expenses 2012: $26,520,719Net Income 2012: $319,9062012Revenue 2013: $33,426,060Expenses 2013: $34,044,521Net Income 2013: -$618,4612013Revenue 2014: $41,191,932Expenses 2014: $41,501,759Net Income 2014: -$309,8272014Revenue 2015: $27,435,728Expenses 2015: $26,450,885Net Income 2015: $984,8432015Revenue 2016: $26,614,724Expenses 2016: $26,766,912Net Income 2016: -$152,1882016Revenue 2017: $22,250,984Expenses 2017: $22,100,972Net Income 2017: $150,0122017Revenue 2018: $20,186,613Expenses 2018: $19,564,625Net Income 2018: $621,9882018Revenue 2019: $20,775,557Expenses 2019: $19,590,054Net Income 2019: $1,185,5032019Revenue 2020: $21,859,454Expenses 2020: $21,540,297Net Income 2020: $319,1572020Revenue 2021: $20,677,181Expenses 2021: $20,365,896Net Income 2021: $311,2852021Revenue 2022: $22,763,412Expenses 2022: $23,139,141Net Income 2022: -$375,7292022Revenue 2023: $24,551,819Expenses 2023: $25,018,972Net Income 2023: -$467,1532023Revenue 2024: $13,615,649Expenses 2024: $14,834,542Net Income 2024: -$1,218,8932024

Highlighted filing

2016

Revenue$26,614,724
Expenses$26,766,912
Net Income-$152,188
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 17, 2017
Return Version
2016v3.1
Gross Receipts
$34,569,624
Mission and Program Overview

Mission

The teamsters multi-benefit trust (the "plan") is a multiemployer welfare plan providing medical,dental, vision, chiropractice, counseling, legal, death and accidental death and dismemberment benefits to eligible active employees and their dependents.

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,197,752$12,062,736▼ $135,016
Investments in Publicly Traded Securities$6,691,026$4,979,925▼ $1,711,101
Savings and Temporary Cash Investments$2,683,838$4,592,074▲ $1,908,236
Cash and Non-Interest-Bearing Accounts$2,409,358$1,585,069▼ $824,289
Accounts Receivable$48,334$529,714▲ $481,380
Prepaid Expenses and Deferred Charges$8,992$9,736▲ $744
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$13,603,658$13,572,933▼ $30,725
Other Assets Total$1,762,110$1,876,415▲ $114,305
Liabilities
Deferred Revenue$1,333,924$1,132,832▼ $201,092
Other Liabilities$39,089$331,719▲ $292,630
Accounts Payable and Accrued Expenses$32,893$45,646▲ $12,753
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,405,906$1,510,197▲ $104,291
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,197,752$12,062,736▼ $135,016
Total Liabilities and Net Assets / Fund Balance$13,603,658$13,572,933▼ $30,725

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,876,415--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
rick middletonlabor trustee -Chairman
lourdes garcialabor trustee
elizabeth sanchezManagement Trustee
tom secrestmanagement trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific Federal LLCadmin.&field service1000 n central ave ste 400, Glendale, CA 91202$447,430
Benefit Programs Administrationadmin.&field service1200 Wilshire Blvd 5TH FLOOR, Los Angeles, CA 90017$145,095
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,459,786
Investment Income
$154,938
Other Revenue
$0
Change in Net Assets
$-152,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,614,724
Revenue Not Reported on Form 990
$17,172
Total Revenue per Audited Statements
$26,631,896
Total Revenue per Form 990
$26,614,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$854,853
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---$25,912,059
Fees for Services Other---$102,697
Fees for Services Legal---$39,492
Office Expenses---$27,773
Fees for Service Investment Mgmnt Fees---$23,970
Fees for Services Accounting---$19,900
Insurance---$7,900
Conferences and Meetings---$1,632
Total Functional Expenses$0$0$0$26,766,912

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,766,912
Total Expenses per Audited Statements$26,766,912
Total Expenses per Form 990$26,766,912
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$331,719
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
No
Filing and Contact Details

Filer

Filer Name
Teamsters Multi-benefit Trust
EIN
93-6231741
In Care Of
% BPA LANCE A PHILLIPS
Phone
5624635000
Address
1200 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Rick Middleton
Title
Chairman
Phone
5624635000
Signed
2017-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Middleton
Formed
1974
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kami B Cohen
Phone
8187692010
Supplemental Narrative

Additional Explanations

PARTS I AND III, LINE 1, PART III, LINE 4A - ORGANIZATION'S MISSION:

“THE teamsters multi-benefit trust (the "Plan") is a multiemployer welfare plan PROVIDING MEDICAL, DENTAL, VISION, CHIROPRACTIC, COUNSELING, LEGAL, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS. PART VI, LINE 11B: FORM 990 IS DISTRIBUTED TO ALL TRUSTEES OF THE PLAN AND THE RESPONSIBLE OFFICER TO REVIEW AND APPROVE BEFORE IT IS FILED. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 15: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, LINE 19: THE PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON WRIITEN REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS. part vii, section a: any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.”

Financial Statement Notes

part X, line 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OtherExpensesGrp/TotalAmt114
IRS990/OtherExpensesGrp/TotalAmt20
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt017172
IRS990ScheduleD/RevenueSubtotalAmt026614724
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE teamsters multi-benefit trust (the "Plan") is a multiemployer welfare plan PROVIDING MEDICAL, DENTAL, VISION, CHIROPRACTIC, COUNSELING, LEGAL, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS. PART VI, LINE 11B: FORM 990 IS DISTRIBUTED TO ALL TRUSTEES OF THE PLAN AND THE RESPONSIBLE OFFICER TO REVIEW AND APPROVE BEFORE IT IS FILED. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 15: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, LINE 19: THE PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON WRIITEN REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS. part vii, section a: any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0this information is availalbe
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0this information is
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0nA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1this information is available
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956983367
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION BEN.
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0true
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IRS990/SignificantChangeInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FLOOR
IRS990/USAddress/CityNm0LOS ANGELES
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IRS990/USAddress/ZIPCd090017
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK MIDDLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05624635000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS MULTI-BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0936231741
ReturnHeader/Filer/InCareOfNm0% BPA LANCE A PHILLIPS
ReturnHeader/Filer/PhoneNum05624635000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,572,933
Liabilities
$1,510,197
Net assets
$12,062,736
Revenue
$26,614,724
Expenses
$26,766,912
Net income
-$152,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.39$12.4$13.6$14.8$1.22
2023Detailed filing. Detailed filing data is available for this year.$14.4$1.05$13.3$24.6$25.0$0.47
2022Detailed filing. Detailed filing data is available for this year.$14.4$1.07$13.3$22.8$23.1$0.38
2021Detailed filing. Detailed filing data is available for this year.$15.7$1.06$14.6$20.7$20.4$0.31
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.94$14.6$21.9$21.5$0.32
2019Detailed filing. Detailed filing data is available for this year.$16.0$1.77$14.2$20.8$19.6$1.19
2018Detailed filing. Detailed filing data is available for this year.$13.8$1.10$12.7$20.2$19.6$0.62
2017Detailed filing. Detailed filing data is available for this year.$13.8$1.59$12.2$22.3$22.1$0.15
2016Detailed filing. Detailed filing data is available for this year.$13.6$1.51$12.1$26.6$26.8$0.15
2015Detailed filing. Detailed filing data is available for this year.$13.6$1.41$12.2$27.4$26.5$0.98
2014Detailed filing. Detailed filing data is available for this year.$12.5$1.32$11.1$41.2$41.5$0.31
2013Summary only. Only limited summary data is available for this year.$12.6$1.52$11.1$33.4$34.0$0.62
2012Summary only. Only limited summary data is available for this year.$13.2$0.96$12.3$26.8$26.5$0.32
2011Summary only. Only limited summary data is available for this year.$12.3$0.36$11.9$5.71$6.03$0.32