Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 1.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Assets
Up$21,153,215
Up $2,912,571 (+16%) from 2017
Net Assets
Up$13,393,556
Up $1,810,597 (+16%) from 2017
Liabilities
Up$7,759,659
Up $1,101,974 (+17%) from 2017
Revenue
Up$19,916,953
Up $3,328,893 (+20%) from 2017
Expenses
Up$18,091,499
Up $4,125,258 (+30%) from 2017
Net Income
Down$1,825,454
Down $796,365 (-30%) from 2017
Serves as the trust for a multiemployer welfare benefit plan that funds medical, hospital, surgical, major medical, vision, dental, life insurance, & death benefits for plan participants and their dependents.
SEE SCHEDULE O
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $11,582,959 | $13,393,556 | ▲ $1,810,597 |
| Savings and Temporary Cash Investments | $11,109,756 | $12,766,861 | ▲ $1,657,105 |
| Investments in Publicly Traded Securities | $5,339,379 | $6,014,467 | ▲ $675,088 |
| Accounts Receivable | $1,769,546 | $2,346,478 | ▲ $576,932 |
| Cash and Non-Interest-Bearing Accounts | $0 | $0 | → $0 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Other Securities | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Intangible Assets | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Prepaid Expenses and Deferred Charges | $0 | $0 | → $0 |
| Total Assets | $18,240,644 | $21,153,215 | ▲ $2,912,571 |
| Other Assets Total | $21,963 | $25,409 | ▲ $3,446 |
| Liabilities | |||
| Other Liabilities | $6,624,654 | $7,731,967 | ▲ $1,107,313 |
| Accounts Payable and Accrued Expenses | $33,031 | $27,692 | ▼ $5,339 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Deferred Revenue | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $6,657,685 | $7,759,659 | ▲ $1,101,974 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,582,959 | $13,393,556 | ▲ $1,810,597 |
| Total Liabilities and Net Assets / Fund Balance | $18,240,644 | $21,153,215 | ▲ $2,912,571 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Chris Mcdaniel | Fund Administrator | FT | $121,762 | $50,804 | $172,566 |
| Name | Title |
|---|---|
| Aaron Stockwell | Labor Trustee |
| Harry Rotz | Labor Trustee |
| Phil Smyth | Labor Trustee |
| Richard Bertacchi | Labor Trustee |
| Robert Balch | Labor Trustee |
| Robert Taylor | Labor Trustee |
| Todd Schiavo | Labor Trustee |
| Alex Hall | Management Trustee |
| Andrew Booth | Management Trustee |
| Claire Donnenwirth | Management Trustee |
| Justin Iodence | Management Trustee |
| Larry Cook | Management Trustee |
| Richard Chowdry | Management Trustee |
| Rob Barbour | Management Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $395,339 |
| Salaries, Compensation, and Employee Benefits | $288,771 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $17,407,389 |
| Other Salaries and Wages | - | - | - | $129,003 |
| Information Technology | - | - | - | $95,797 |
| Fees for Services Other | - | - | - | $87,609 |
| Fees for Services Accounting | - | - | - | $76,864 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $73,614 |
| Office Expenses | - | - | - | $61,923 |
| Other Employee Benefits | - | - | - | $40,372 |
| Pension Plan Contributions | - | - | - | $32,962 |
| Insurance | - | - | - | $28,671 |
| Fees for Services Legal | - | - | - | $20,970 |
| Payroll Taxes | - | - | - | $12,820 |
| Occupancy | - | - | - | $11,843 |
| Other Expenses | - | - | - | $4,755 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $3,000 |
| Conferences and Meetings | - | - | - | $2,958 |
| Travel | - | - | - | $949 |
| Total Functional Expenses | $0 | $0 | $0 | $18,091,499 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $18,091,499 |
| Expenses per Audited Statements | $17,130,459 |
| Total Expenses per Audited Statements | $15,412,312 |
| Expenses Not Reported on Financial Statements | $961,040 |
| Other Expense Adjustments | $958,040 |
| Expenses Not Reported on Form 990 | $-1,718,147 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Liability | Amount |
|---|---|
| Benefit Obligations | $7,501,364 |
| Reciprocity Contribution Payable | $130,776 |
| Due to Related Party | $99,827 |
“Serves as the trust for a multiemployer welfare benefit plan that provides major medical, vision, dental, prescription drugs and life insurance to participants and their dependents. Part vi, line 11b: the plan's cpa prepared the form 990 which is reviewed by the fund administrator and presented to a labor trustee and management trustee to review and approve prior to being filed. The full board can request copies of the completed form 990. Part vi, line 12c: as prescribed in the conflict of interest policy. Part vi, line 15b: trustees who are compensated on an hourly basis and suffer a loss of pay by reason of absence from work while performing duties as a fiduciary are reimbursed lost wages. Trustees are also reimbursed any out-of-pocket expenditures in furtherance of their education as fiduciary. Part vi, line 19: the plan's governing documents and financial statements are available to participants upon request. Annually, the plan files form 5500 annual return/report of employee benefit plan with the department of labor. The form 5500 is available on the dol's website. A summary annual report is also provided to participants annually.”
“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xi, line 4b: administrative expense reimbursement $ 7,200 stop loss refunds $1,405,309 medicare part d subsidy $ 62,384 prescription rebates $ 243,254 __________ $1,718,147 part xii, line 2d: administrative expense reimbursement ($ 7,200) stop loss refunds ($1,405,309) medicare part d subsidy ($ 62,384) prescription rebates ($ 243,254) ____________ ($1,718,147) part xii, line 4b: change in benefit obligations.”
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 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 33031 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 27692 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1769546 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2346478 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SEE SCHEDULE O |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 17407389 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | CHRIS MCDANIEL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9164570821 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5841 NEWMAN CT |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SACRAMENTO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95819 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 73614 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2958 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 17407389 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 351558 |
| IRS990/CYOtherExpensesAmt | 0 | 395339 |
| IRS990/CYOtherRevenueAmt | 0 | 1718147 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 17847248 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1825454 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 288771 |
| IRS990/CYTotalExpensesAmt | 0 | 18091499 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 19916953 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE, & DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | true |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 76864 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 20970 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 87609 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 3000 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.0 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 45604 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 45604 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 45604 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 50804 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICHARD BERTACCHI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | HARRY ROTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT TAYLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LARRY COOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CLAIRE DONNENWIRTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROB BARBOUR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | PHIL SMYTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | AARON STOCKWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ROBERT BALCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | TODD SCHIAVO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | ANDREW BOOTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | RICHARD CHOWDRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | ALEX HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JUSTIN IODENCE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | CHRIS MCDANIEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 121762 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 127542 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 146714 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 126415 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | FUND ADMINISTRATOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1953 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 19916953 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 95797 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 28671 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 351558 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 351558 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5339379 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6014467 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7200 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 7200 |
| IRS990/MissionDesc | 0 | SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE, & DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11582959 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13393556 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -14857 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 11843 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 61923 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 21963 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 25409 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 40372 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4755 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 6624654 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 7731967 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 2 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PRESCRIPTION REBATE |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | STOP LOSS REFUND |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | MEDICARE PART D SUBSIDY |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 243254 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1405309 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 62384 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 243254 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 1405309 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 62384 |
| IRS990/OtherRevenueTotalAmt | 0 | 1718147 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 129003 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 12820 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 32962 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ROD BARBOUR |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| 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 | 16620732 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1226516 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 16620732 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1226516 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 13279161 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 254200 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 401648 |
| IRS990/PYOtherRevenueAmt | 0 | 1065725 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 15268135 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2621819 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 285432 |
| IRS990/PYTotalExpensesAmt | 0 | 13966241 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 16588060 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1825454 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 11582959 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13393556 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 11109756 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 12766861 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -1718147 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 961040 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 17130459 |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 3000 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 3000 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -14857 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -1718147 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 958040 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 130776 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 7501364 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 99827 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | RECIPROCITY CONTRIBUTION PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | BENEFIT OBLIGATIONS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | DUE TO RELATED PARTY |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 1718147 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -14857 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 1721147 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 18195806 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B: ADMINISTRATIVE EXPENSE REIMBURSEMENT $ 7,200 STOP LOSS REFUNDS $1,405,309 MEDICARE PART D SUBSIDY $ 62,384 PRESCRIPTION REBATES $ 243,254 __________ $1,718,147 PART XII, LINE 2D: ADMINISTRATIVE EXPENSE REIMBURSEMENT ($ 7,200) STOP LOSS REFUNDS ($1,405,309) MEDICARE PART D SUBSIDY ($ 62,384) PRESCRIPTION REBATES ($ 243,254) ____________ ($1,718,147) PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 18091499 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 7731967 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 19916953 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 18180949 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 15412312 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 121762 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 3 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 127542 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 146714 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 126415 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 25740 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 20540 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 20540 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.