Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
65th percentile
Faster asset growth than 65% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Assets
Up$15,959,678
Up $2,133,254 (+15%) from 2018
Net Assets
Up$14,194,140
Up $1,463,849 (+11%) from 2018
Liabilities
Up$1,765,538
Up $669,405 (+61%) from 2018
Revenue
Up$20,775,557
Up $588,944 (+2.9%) from 2018
Expenses
Up$19,590,054
Up $25,429 (+0.1%) from 2018
Net Income
Up$1,185,503
Up $563,515 (+91%) from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $12,730,291 | $14,194,140 | ▲ $1,463,849 |
| Savings and Temporary Cash Investments | $5,725,496 | $7,528,446 | ▲ $1,802,950 |
| Investments in Publicly Traded Securities | $4,552,578 | $5,098,210 | ▲ $545,632 |
| Cash and Non-Interest-Bearing Accounts | $1,634,872 | $2,134,695 | ▲ $499,823 |
| Accounts Receivable | $28,550 | $46,709 | ▲ $18,159 |
| Prepaid Expenses and Deferred Charges | $8,513 | $11,618 | ▲ $3,105 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $13,826,424 | $15,959,678 | ▲ $2,133,254 |
| Other Assets Total | $1,876,415 | $1,140,000 | ▼ $736,415 |
| Liabilities | |||
| Deferred Revenue | $946,050 | $1,681,010 | ▲ $734,960 |
| Accounts Payable and Accrued Expenses | $49,425 | $70,587 | ▲ $21,162 |
| Other Liabilities | $100,658 | $13,941 | ▼ $86,717 |
| Total Liabilities | $1,096,133 | $1,765,538 | ▲ $669,405 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $12,730,291 | $14,194,140 | ▲ $1,463,849 |
| Total Liabilities and Net Assets / Fund Balance | $13,826,424 | $15,959,678 | ▲ $2,133,254 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $1,140,000 | - | - |
| Name | Title |
|---|---|
| Elizabeth Sanchez | Trustee |
| Lourdes Garcia | Trustee |
| Rick Middleton | Trustee |
| Tom Secrest | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Benefit Programs Administration | Contract Administrator | 1200 WILSHIRE BLVD 5TH FLOOR, Los Angeles, CA 90017 | $391,710 |
| Line Item | Amount |
|---|---|
| Other Expenses | $623,241 |
| 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 | - | - | - | $18,966,813 |
| Fees for Services Management | - | - | - | $391,710 |
| Fees for Services Legal | - | - | - | $54,750 |
| Fees for Services Accounting | - | - | - | $47,137 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $30,284 |
| Office Expenses | - | - | - | $15,201 |
| Insurance | - | - | - | $7,115 |
| Conferences and Meetings | - | - | - | $1,465 |
| Other Expenses | - | - | - | $931 |
| All Other Expenses | - | - | - | $435 |
| Total Functional Expenses | $0 | $0 | $0 | $19,590,054 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $19,646,487 |
| Total Expenses per Audited Statements | $19,646,487 |
| Total Expenses per Form 990 | $19,590,054 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-56,433 |
| Other Expense Adjustments | $-86,717 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Premiums and Claims Payable | $13,941 |
“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.”
“Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.”
“Summary Annual Reports are provided to all participants annually. SPDs and audited financial statements are available from the administrator upon request, as well as the DOL website.”
“Elizabeth sanchez - 1200 wilshire blvd 5th floor, los angeles, ca 90017. Tom secrest - 600 vine street suite 1400, cincinnati, oh 45202. Lourdes garcia - 450 carson plaza drive suite a, carson, ca 90746. Rick middleton - 450 carson plaza drive suite a, carson , ca 90746.”
“Change in premiums and claims payable -86,717.”
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 | 49425 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 70587 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 28550 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 46709 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 435 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 18966813 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MR LANCE PHILLIPS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5624635000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD 5TH FLOOR |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 90017 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1634872 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2134695 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1465 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 391710 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD 5TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 90017 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BENEFIT PROGRAMS ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONTRACT ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 18966813 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 208983 |
| IRS990/CYOtherExpensesAmt | 0 | 623241 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 20566574 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1185503 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 19590054 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 20775557 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 946050 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 1681010 |
| 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/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 19590054 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 47137 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 54750 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 391710 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 30284 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ELIZABETH SANCHEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TOM SECREST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LOURDES GARCIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RICK MIDDLETON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1974 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 78 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 250000 |
| IRS990/GrossReceiptsAmt | 0 | 21025479 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7115 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 208905 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 208905 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4552578 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5098210 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 249922 |
| 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 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12730291 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 14194140 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 78 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 78 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 278346 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15201 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1876415 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1140000 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CONSULTING |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATION - LANDMA |
| IRS990/OtherExpensesGrp/Desc | 2 | ADMINISTRATION - VISION |
| IRS990/OtherExpensesGrp/Desc | 3 | STORAGE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 50550 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 18711 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4952 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 931 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 100658 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 13941 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 8513 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 11618 |
| IRS990/PrincipalOfficerNm | 0 | RICK MIDDLETON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | LIQUIDATED DAMAGES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 20429472 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 110164 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 26938 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 20429472 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 110164 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 26938 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 18972475 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 168300 |
| IRS990/PYOtherExpensesAmt | 0 | 592150 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 20018313 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 621988 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 19564625 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 20186613 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1185503 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 12730291 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 14194140 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 5725496 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 7528446 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -56433 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 19646487 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 30284 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 30284 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 278346 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1140000 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DEPOSIT - KAISER |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -86717 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 13941 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREMIUMS AND CLAIMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 278346 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 30284 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 20745273 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN PREMIUMS AND CLAIMS PAYABLE -86,717. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1140000 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 19590054 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 13941 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 20775557 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 21023619 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 19646487 |
| 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 | Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Summary Annual Reports are provided to all participants annually. SPDs and audited financial statements are available from the administrator upon request, as well as the DOL website. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ELIZABETH SANCHEZ - 1200 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA 90017. TOM SECREST - 600 VINE STREET SUITE 1400, CINCINNATI, OH 45202. LOURDES GARCIA - 450 CARSON PLAZA DRIVE SUITE A, CARSON, CA 90746. RICK MIDDLETON - 450 CARSON PLAZA DRIVE SUITE A, CARSON , CA 90746. |
| 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/RelatedOrganizationName/BusinessNameLine1Txt | 0 | THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | TEAMSTERS LOCAL UNION NO 572 RETIREMENT BP |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | THIS INFORMATION IS AVAILABE AT THE TRUST OFFICE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 956983367 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(A) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PENSION BENEFIT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD 5TH FLOOR |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 90017 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 1 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 13826424 |
| IRS990/TotalAssetsEOYAmt | 0 | 15959678 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 13826424 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 15959678 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 19590054 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1096133 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1765538 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1096133 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1765538 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 12730291 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 14194140 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 19590054 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 20566574 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 208983 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 20566574 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 20775557 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 13826424 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 15959678 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 450 CARSON PLAZA DRIVE |
| IRS990/USAddress/CityNm | 0 | CARSON |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 90746 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2021-04-22 16:20:28Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICK MIDDLETON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5624635000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-09-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TEAMSTERS MULTI-BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TEAM |
| ReturnHeader/Filer/EIN | 0 | 936231741 |
| ReturnHeader/Filer/PhoneNum | 0 | 5624635000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD 5TH FLOOR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOS ANGELES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 90017 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | ED07B1E9E66BA0EF5981C867B3B832C67439175D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | ED07B1E9E66BA0EF5981C867B3B832C67439175D |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 198.72.137.241 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-09-22 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:21:39 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 542189926 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Henningfield & Associates Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 27913 Smyth Drive |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Valencia |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91355 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6612953363 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RANDY D HENNINGFIELD |
| ReturnHeader/ReturnTs | 0 | 2020-09-22T10:42:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.