Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Liabilities / Revenue
58th percentile
Higher debt load relative to revenue than 58% of similar nonprofits.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Assets
Down$15,493,334
Down $466,344 (-2.9%) from 2019
Net Assets
Up$14,556,032
Up $361,892 (+2.5%) from 2019
Liabilities
Down$937,302
Down $828,236 (-47%) from 2019
Revenue
Up$21,859,454
Up $1,083,897 (+5.2%) from 2019
Expenses
Up$21,540,297
Up $1,950,243 (+10.0%) from 2019
Net Income
Down$319,157
Down $866,346 (-73%) from 2019
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 | $14,194,140 | $14,556,032 | ▲ $361,892 |
| Savings and Temporary Cash Investments | $7,528,446 | $7,996,545 | ▲ $468,099 |
| Investments in Publicly Traded Securities | $5,098,210 | $4,893,330 | ▼ $204,880 |
| Cash and Non-Interest-Bearing Accounts | $2,134,695 | $1,384,471 | ▼ $750,224 |
| Accounts Receivable | $46,709 | $73,615 | ▲ $26,906 |
| Prepaid Expenses and Deferred Charges | $11,618 | $5,373 | ▼ $6,245 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $15,959,678 | $15,493,334 | ▼ $466,344 |
| Other Assets Total | $1,140,000 | $1,140,000 | → $0 |
| Liabilities | |||
| Deferred Revenue | $1,681,010 | $840,259 | ▼ $840,751 |
| Accounts Payable and Accrued Expenses | $70,587 | $58,853 | ▼ $11,734 |
| Other Liabilities | $13,941 | $38,190 | ▲ $24,249 |
| Total Liabilities | $1,765,538 | $937,302 | ▼ $828,236 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $14,194,140 | $14,556,032 | ▲ $361,892 |
| Total Liabilities and Net Assets / Fund Balance | $15,959,678 | $15,493,334 | ▼ $466,344 |
| 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 | $400,448 |
| Line Item | Amount |
|---|---|
| Other Expenses | $602,728 |
| 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 | - | - | - | $20,937,569 |
| Fees for Services Management | - | - | - | $400,448 |
| Fees for Services Accounting | - | - | - | $40,535 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $32,172 |
| Fees for Services Legal | - | - | - | $27,906 |
| Office Expenses | - | - | - | $17,185 |
| Insurance | - | - | - | $7,294 |
| Conferences and Meetings | - | - | - | $1,651 |
| Other Expenses | - | - | - | $1,130 |
| All Other Expenses | - | - | - | $784 |
| Total Functional Expenses | $0 | $0 | $0 | $21,540,297 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $21,540,297 |
| Expenses per Audited Statements | $21,483,876 |
| Total Expenses per Audited Statements | $21,483,876 |
| Expenses Not Reported on Financial Statements | $56,421 |
| Other Expense Adjustments | $24,249 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Premiums and Claims Payable | $38,190 |
“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 24,249.”
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 | 70587 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 58853 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 46709 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 73615 |
| 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 | 784 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 20937569 |
| 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 | 2134695 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1384471 |
| 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 | 1651 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 400448 |
| 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 | 20937569 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 212553 |
| IRS990/CYOtherExpensesAmt | 0 | 602728 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 21646901 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 319157 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 21540297 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 21859454 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1681010 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 840259 |
| 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 | 21540297 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 40535 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 27906 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 400448 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 32172 |
| 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 | 2098 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1549000 |
| IRS990/GrossReceiptsAmt | 0 | 23406356 |
| 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 | 7294 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 210455 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 210455 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5098210 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4893330 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1546902 |
| 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 | 14194140 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 14556032 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 2098 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2098 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 42735 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 17185 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1140000 |
| 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 | 52100 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 16562 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4961 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1130 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 13941 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 38190 |
| 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 | 11618 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5373 |
| IRS990/PrincipalOfficerNm | 0 | RICK MIDDLETON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21610134 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 36767 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 21610134 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 36767 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 18966813 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 208983 |
| IRS990/PYOtherExpensesAmt | 0 | 623241 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 20566574 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1185503 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 19590054 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 20775557 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 319157 |
| 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 | 14194140 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 14556032 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 7528446 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 7996545 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 56421 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 21483876 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 32172 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 32172 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 42735 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1140000 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DEPOSIT - KAISER |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 24249 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 38190 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREMIUMS AND CLAIMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 42735 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 32172 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 21827282 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN PREMIUMS AND CLAIMS PAYABLE 24,249. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1140000 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 21540297 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 38190 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 21859454 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 21870017 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 21483876 |
| 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 | 15959678 |
| IRS990/TotalAssetsEOYAmt | 0 | 15493334 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 15959678 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 15493334 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 21540297 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1765538 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 937302 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1765538 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 937302 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 14194140 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 14556032 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 21540297 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 21646901 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 212553 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21646901 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 21859454 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 15959678 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 15493334 |
| 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| 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 | 2021-10-13 |
| 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/PreparerFirmGrp/PreparerFirmEIN | 0 | 542189926 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Henningfield & Associates Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 28296 Constellation Road |
| 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 | 2021-10-14T12:10:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | RICK |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MIDDLETON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.