Civic Intelligence

Teamsters Multi-Benefit Trust

990 • Fiscal year 2021 • EIN 93-6231741

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 10, 2022

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

0.07x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.05x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

45th percentile

1.5%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

33rd percentile

1.3%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$15,694,450

Up $201,116 (+1.3%) from 2020

Net Assets

Up

$14,636,122

Up $80,090 (+0.6%) from 2020

Liabilities

Up

$1,058,328

Up $121,026 (+13%) from 2020

Revenue

Down

$20,677,181

Down $1,182,273 (-5.4%) from 2020

Expenses

Down

$20,365,896

Down $1,174,401 (-5.5%) from 2020

Net Income

Down

$311,285

Down $7,872 (-2.5%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$15,694,450
Liabilities$1,058,328
Net Assets$14,636,122

Operations Trend

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

2021

Revenue$20,677,181
Expenses$20,365,896
Net Income$311,285
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 10, 2022
Return Version
2021v4.2
Gross Receipts
$20,677,181
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,556,032$14,636,122▲ $80,090
Investments in Publicly Traded Securities$4,893,330$8,232,194▲ $3,338,864
Savings and Temporary Cash Investments$7,996,545$4,573,179▼ $3,423,366
Cash and Non-Interest-Bearing Accounts$1,384,471$1,693,048▲ $308,577
Accounts Receivable$73,615$46,121▼ $27,494
Prepaid Expenses and Deferred Charges$5,373$9,908▲ $4,535
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,493,334$15,694,450▲ $201,116
Other Assets Total$1,140,000$1,140,000→ $0
Liabilities
Deferred Revenue$840,259$1,011,177▲ $170,918
Accounts Payable and Accrued Expenses$58,853$49,373▼ $9,480
Other Liabilities$38,190$-2,222▼ $40,412
Total Liabilities$937,302$1,058,328▲ $121,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,556,032$14,636,122▲ $80,090
Total Liabilities and Net Assets / Fund Balance$15,493,334$15,694,450▲ $201,116

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,140,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lourdes GarciaTrustee
Rick MiddletonTrustee
Theresa HoctorTrustee
Tom SecrestTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationContract Administrator1200 WILSHIRE BLVD 5TH FLOOR, Los Angeles, CA 90017$382,057
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,539,182
Investment Income
$137,999
Other Revenue
$0
Change in Net Assets
$311,285

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,644,755
Revenue Not Reported on Financial Statements
$32,426
Revenue Not Reported on Form 990
$-231,195
Total Revenue per Audited Statements
$20,413,560
Total Revenue per Form 990
$20,677,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$583,548
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---$19,782,348
Fees for Services Management---$382,057
Fees for Services Accounting---$35,920
Office Expenses---$33,231
Fees for Service Investment Mgmnt Fees---$32,426
Fees for Services Legal---$17,076
Insurance---$7,377
Other Expenses---$2,141
All Other Expenses---$1,195
Conferences and Meetings---$1,181
Total Functional Expenses$0$0$0$20,365,896

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,373,882
Total Expenses per Audited Statements$20,373,882
Total Expenses per Form 990$20,365,896
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-7,986
Other Expense Adjustments$-40,412
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums and Claims Payable (receivable)$-2,222
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.

Form 990, Part VI, Section B, line 11B

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

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

Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.

Form 990, Part VI, Section C, line 19

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.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Theresa hoctor - 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.

Filing and Contact Details

Filer

Filer Name
Teamsters Multi-benefit Trust
EIN
93-6231741
Phone
5624635000
Address
1200 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Rick Middleton
Title
Trustee
Phone
5624635000
Signed
2022-10-10
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
Henningfield & Associates Inc
Address
28296 Constellation Road, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

Change in premiums and claims payable -40,412.

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt058853
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049373
IRS990/AccountsReceivableGrp/BOYAmt073615
IRS990/AccountsReceivableGrp/EOYAmt046121
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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/TotalAmt01195
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt019782348
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR LANCE PHILLIPS
IRS990/BooksInCareOfDetail/PhoneNum05624635000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01384471
IRS990/CashNonInterestBearingGrp/EOYAmt01693048
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01181
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0382057
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090017
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENEFIT PROGRAMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt019782348
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0137999
IRS990/CYOtherExpensesAmt0583548
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt020539182
IRS990/CYRevenuesLessExpensesAmt0311285
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020365896
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020677181
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0840259
IRS990/DeferredRevenueGrp/EOYAmt01011177
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt020365896
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt035920
IRS990/FeesForServicesLegalGrp/TotalAmt017076
IRS990/FeesForServicesManagementGrp/TotalAmt0382057
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt032426
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0THERESA HOCTOR
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM SECREST
IRS990/Form990PartVIISectionAGrp/PersonNm2LOURDES GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK MIDDLETON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020677181
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt07377
IRS990/InvestmentIncomeGrp/ExclusionAmt0137999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0137999
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04893330
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08232194
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014556032
IRS990/NetAssetsOrFundBalancesEOYAmt014636122
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-231195
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt033231
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01140000
IRS990/OtherAssetsTotalGrp/EOYAmt01140000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1ADMINISTRATION - LANDMA
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION - VISION
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt053100
IRS990/OtherExpensesGrp/TotalAmt113356
IRS990/OtherExpensesGrp/TotalAmt24488
IRS990/OtherExpensesGrp/TotalAmt32141
IRS990/OtherLiabilitiesGrp/BOYAmt038190
IRS990/OtherLiabilitiesGrp/EOYAmt0-2222
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05373
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09908
IRS990/PrincipalOfficerNm0RICK MIDDLETON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA SUBSIDY INCOME
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020469232
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230085
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32612
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020469232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32612
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020937569
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0212553
IRS990/PYOtherExpensesAmt0602728
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021646901
IRS990/PYRevenuesLessExpensesAmt0319157
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021540297
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021859454
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0311285
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014556032
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014636122
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07996545
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04573179
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-7986
IRS990ScheduleD/ExpensesSubtotalAmt020373882
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032426
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032426
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-231195
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01140000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSIT - KAISER
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-40412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-2222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS AND CLAIMS PAYABLE (RECEIVABLE)
IRS990ScheduleD/RevenueNotReportedAmt0-231195
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032426
IRS990ScheduleD/RevenueSubtotalAmt020644755
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN PREMIUMS AND CLAIMS PAYABLE -40,412.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01140000
IRS990ScheduleD/TotalExpensesPerForm990Amt020365896
IRS990ScheduleD/TotalLiabilityAmt0-2222
IRS990ScheduleD/TotalRevenuePerForm990Amt020677181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020413560
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020373882
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of Form 990 was presented to the trustees for review and signatures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Summary 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/ExplanationTxt4THERESA HOCTOR - 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/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL UNION NO 572 RETIREMENT BP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THIS INFORMATION IS AVAILABE AT THE TRUST OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956983367
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION BENEFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt015493334
IRS990/TotalAssetsEOYAmt015694450
IRS990/TotalAssetsGrp/BOYAmt015493334
IRS990/TotalAssetsGrp/EOYAmt015694450
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020365896
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0937302
IRS990/TotalLiabilitiesEOYAmt01058328
IRS990/TotalLiabilitiesGrp/BOYAmt0937302
IRS990/TotalLiabilitiesGrp/EOYAmt01058328
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014556032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014636122
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020365896
IRS990/TotalProgramServiceRevenueAmt020539182
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0137999
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020539182
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020677181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015493334
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015694450
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0450 CARSON PLAZA DRIVE
IRS990/USAddress/CityNm0CARSON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090746
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK MIDDLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05624635000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS MULTI-BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0936231741
ReturnHeader/Filer/PhoneNum05624635000
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 WILSHIRE BLVD 5TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542189926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henningfield & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028296 Constellation Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612953363
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY D HENNINGFIELD
ReturnHeader/ReturnTs02022-10-12T10:35:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MIDDLETON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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