Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Assets
Down$14,357,591
Down $52,334 (-0.4%) from 2022
Net Assets
Down$13,312,256
Down $27,620 (-0.2%) from 2022
Liabilities
Down$1,045,335
Down $24,714 (-2.3%) from 2022
Revenue
Up$24,551,819
Up $1,788,407 (+7.9%) from 2022
Expenses
Up$25,018,972
Up $1,879,831 (+8.1%) from 2022
Net Income
Down-$467,153
Down $91,424 (-24%) from 2022
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 | $13,339,876 | $13,312,256 | ▼ $27,620 |
| Investments in Publicly Traded Securities | $8,563,989 | $10,563,581 | ▲ $1,999,592 |
| Savings and Temporary Cash Investments | $3,466,168 | $2,051,761 | ▼ $1,414,407 |
| Cash and Non-Interest-Bearing Accounts | $1,003,704 | $482,551 | ▼ $521,153 |
| Accounts Receivable | $224,073 | $108,509 | ▼ $115,564 |
| Prepaid Expenses and Deferred Charges | $11,991 | $11,189 | ▼ $802 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $14,409,925 | $14,357,591 | ▼ $52,334 |
| Other Assets Total | $1,140,000 | $1,140,000 | → $0 |
| Liabilities | |||
| Deferred Revenue | $979,933 | $974,913 | ▼ $5,020 |
| Accounts Payable and Accrued Expenses | $52,360 | $67,696 | ▲ $15,336 |
| Other Liabilities | $37,756 | $2,726 | ▼ $35,030 |
| Total Liabilities | $1,070,049 | $1,045,335 | ▼ $24,714 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $13,339,876 | $13,312,256 | ▼ $27,620 |
| Total Liabilities and Net Assets / Fund Balance | $14,409,925 | $14,357,591 | ▼ $52,334 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $1,140,000 | - | - |
| Name | Title |
|---|---|
| Adriana Salazar Avila | Trustee |
| Lourdes Garcia | Trustee |
| Melissa Hailey | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Benefit Programs Administration | Contract Administrator | 1200 WILSHIRE BLVD 5TH FLOOR, Los Angeles, CA 90017 | $403,506 |
| Line Item | Amount |
|---|---|
| Other Expenses | $697,702 |
| 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 | - | - | - | $24,321,270 |
| Fees for Services Management | - | - | - | $403,506 |
| Office Expenses | - | - | - | $121,994 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $30,523 |
| Fees for Services Legal | - | - | - | $26,874 |
| Fees for Services Accounting | - | - | - | $25,650 |
| Insurance | - | - | - | $7,986 |
| Conferences and Meetings | - | - | - | $2,928 |
| Other Expenses | - | - | - | $1,288 |
| All Other Expenses | - | - | - | $485 |
| Total Functional Expenses | $0 | $0 | $0 | $25,018,972 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $25,023,479 |
| Total Expenses per Audited Statements | $25,023,479 |
| Total Expenses per Form 990 | $25,018,972 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-4,507 |
| Other Expense Adjustments | $-35,030 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Premiums and Claims Payable (receivable) | $2,726 |
“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.”
“Lourdes garcia - 450 carson plaza drive suite a, carson, ca 90746. Adriana salazar avila - 450 carson plaza drive suite a, carson, ca 90746. Melissa hailey - 13200 crossroads pkwy ste 450, city of industry, ca 91746.”
“Change in premiums and claims payable -35,030.”
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 | 52360 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 67696 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 224073 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 108509 |
| 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 | 485 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 24321270 |
| 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 | 1003704 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 482551 |
| 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 | 2928 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 403506 |
| 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 | 24321270 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 156567 |
| IRS990/CYOtherExpensesAmt | 0 | 697702 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 24395252 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -467153 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 25018972 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 24551819 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 979933 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 974913 |
| 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 | 25018972 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 25650 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 26874 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 403506 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 30523 |
| 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/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LOURDES GARCIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ADRIANA SALAZAR AVILA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MELISSA HAILEY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | 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/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 24551819 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7986 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 156567 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 156567 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8563989 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 10563581 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| 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, CHIROPRACTIC, 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 | 13339876 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13312256 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 439533 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 121994 |
| 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 | 55800 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 14314 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 6354 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1288 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 37756 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2726 |
| 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 | 11991 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 11189 |
| IRS990/PrincipalOfficerNm | 0 | LOURDES GARCIA |
| 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 | COBRA CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | LIQUIDATED DAMAGES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 24376903 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 15101 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 3248 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 24376903 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 15101 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 3248 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 22547712 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 146564 |
| IRS990/PYOtherExpensesAmt | 0 | 591429 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 22616848 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -375729 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 23139141 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 22763412 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -467153 |
| 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 | 13339876 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13312256 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3466168 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2051761 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -4507 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 25023479 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 30523 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 30523 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 439533 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1140000 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DEPOSIT - KAISER |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -35030 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2726 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREMIUMS AND CLAIMS PAYABLE (RECEIVABLE) |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 439533 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 30523 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 24521296 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN PREMIUMS AND CLAIMS PAYABLE -35,030. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1140000 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 25018972 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2726 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 24551819 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 24960829 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 25023479 |
| 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 | LOURDES GARCIA - 450 CARSON PLAZA DRIVE SUITE A, CARSON, CA 90746. ADRIANA SALAZAR AVILA - 450 CARSON PLAZA DRIVE SUITE A, CARSON, CA 90746. MELISSA HAILEY - 13200 CROSSROADS PKWY STE 450, CITY OF INDUSTRY, CA 91746. |
| 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 | 14409925 |
| IRS990/TotalAssetsEOYAmt | 0 | 14357591 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 14409925 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 14357591 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 25018972 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1070049 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1045335 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1070049 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1045335 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 13339876 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13312256 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 25018972 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 24395252 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 156567 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 24395252 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 24551819 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 14409925 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 14357591 |
| 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 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LOURDES GARCIA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5624635000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-07-30 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| 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 | 2024-08-07T12:50:00-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.