Civic Intelligence

San Francisco Culinary Bartenders & Service Employees Welfare Fund

EIN 94-1645611 • 501(c)9 • Pleasanton, CA

View Organization Page

Profile

NONE

7180 Koll Center Pkwy Ste 200Pleasanton, CA 94566

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.28x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.22x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

61st percentile

$110,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2025

Asset Growth

67th percentile

9.2%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-4.5%

Faster revenue growth than 15% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$132,429,897

Up $11,109,533 (+9.2%) from 2024

Liabilities

Up

$36,511,514

Up $2,081,273 (+6.0%) from 2024

Net Assets

Up

$95,918,383

Up $9,028,260 (+10%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin51st percentile

Revenue

Down

$168,933,341

Down $7,984,344 (-4.5%) from 2024

Expenses

Up

$161,190,427

Up $16,233,567 (+11%) from 2024

Net Income

Down

$7,742,914

Down $24,217,911 (-76%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $58,566,417Liabilities 2011: $19,543,209Net Assets 2011: $39,023,2082011Assets 2012: $59,191,203Liabilities 2012: $20,955,486Net Assets 2012: $38,235,7172012Assets 2013: $63,243,598Liabilities 2013: $23,481,927Net Assets 2013: $39,761,6712013Assets 2014: $72,420,622Liabilities 2014: $24,481,887Net Assets 2014: $47,938,7352014Assets 2015: $85,087,710Liabilities 2015: $23,545,783Net Assets 2015: $61,541,9272015Assets 2016: $103,647,640Liabilities 2016: $24,298,751Net Assets 2016: $79,348,8892016Assets 2017: $137,789,083Liabilities 2017: $43,632,334Net Assets 2017: $94,156,7492017Assets 2018: $154,447,754Liabilities 2018: $25,717,570Net Assets 2018: $128,730,1842018Assets 2019: $166,518,028Liabilities 2019: $28,621,831Net Assets 2019: $137,896,1972019Assets 2020: $183,388,674Liabilities 2020: $25,466,630Net Assets 2020: $157,922,0442020Assets 2021: $73,437,222Liabilities 2021: $9,335,144Net Assets 2021: $64,102,0782021Assets 2022: $67,749,672Liabilities 2022: $17,853,112Net Assets 2022: $49,896,5602022Assets 2023: $83,902,080Liabilities 2023: $30,984,680Net Assets 2023: $52,917,4002023Assets 2024: $121,320,364Liabilities 2024: $34,430,241Net Assets 2024: $86,890,1232024Assets 2025: $132,429,897Liabilities 2025: $36,511,514Net Assets 2025: $95,918,3832025

Highlighted filing

2025

Assets$132,429,897
Liabilities$36,511,514
Net Assets$95,918,383
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$100M$0-$100MExpenses 2011: $105,578,0512011Expenses 2012: $117,599,5732012Revenue 2013: $129,055,476Expenses 2013: $127,505,460Net Income 2013: $1,550,0162013Revenue 2014: $146,165,710Expenses 2014: $137,718,463Net Income 2014: $8,447,2472014Revenue 2015: $154,954,171Expenses 2015: $140,179,612Net Income 2015: $14,774,5592015Revenue 2016: $162,373,858Expenses 2016: $142,472,392Net Income 2016: $19,901,4662016Revenue 2017: $164,307,147Expenses 2017: $152,136,375Net Income 2017: $12,170,7722017Revenue 2018: $171,886,797Expenses 2018: $137,115,098Net Income 2018: $34,771,6992018Revenue 2019: $176,922,910Expenses 2019: $155,644,886Net Income 2019: $21,278,0242019Revenue 2020: $174,332,854Expenses 2020: $154,785,765Net Income 2020: $19,547,0892020Revenue 2021: $30,197,276Expenses 2021: $123,130,910Net Income 2021: -$92,933,6342021Revenue 2022: $85,873,278Expenses 2022: $98,621,538Net Income 2022: -$12,748,2602022Revenue 2023: $144,864,098Expenses 2023: $141,678,214Net Income 2023: $3,185,8842023Revenue 2024: $176,917,685Expenses 2024: $144,956,860Net Income 2024: $31,960,8252024Revenue 2025: $168,933,341Expenses 2025: $161,190,427Net Income 2025: $7,742,9142025

Highlighted filing

2025

Revenue$168,933,341
Expenses$161,190,427
Net Income$7,742,914
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,429,897
Liabilities
$36,511,514
Net assets
$95,918,383
Revenue
$168,933,341
Expenses
$161,190,427
Net income
$7,742,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$132$36.5$95.9$169$161$7.74
2024Detailed filing. Detailed filing data is available for this year.$121$34.4$86.9$177$145$32.0
2023Detailed filing. Detailed filing data is available for this year.$83.9$31.0$52.9$145$142$3.19
2022Detailed filing. Detailed filing data is available for this year.$67.7$17.9$49.9$85.9$98.6$12.7
2021Detailed filing. Detailed filing data is available for this year.$73.4$9.34$64.1$30.2$123$92.9
2020Detailed filing. Detailed filing data is available for this year.$183$25.5$158$174$155$19.5
2019Detailed filing. Detailed filing data is available for this year.$167$28.6$138$177$156$21.3
2018Detailed filing. Detailed filing data is available for this year.$154$25.7$129$172$137$34.8
2017Detailed filing. Detailed filing data is available for this year.$138$43.6$94.2$164$152$12.2
2016Detailed filing. Detailed filing data is available for this year.$104$24.3$79.3$162$142$19.9
2015Detailed filing. Detailed filing data is available for this year.$85.1$23.5$61.5$155$140$14.8
2014Detailed filing. Detailed filing data is available for this year.$72.4$24.5$47.9$146$138$8.45
2013Summary only. Only limited summary data is available for this year.$63.2$23.5$39.8$129$128$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.2$21.0$38.2$118
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.6$19.5$39.0$106
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 9, 2026
Return Version
2024v5.2
Gross Receipts
$314,041,189
Mission and Program Overview

Mission

To provide health care benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$86,890,123$95,918,383▲ $9,028,260
Investments in Publicly Traded Securities$44,833,187$76,716,691▲ $31,883,504
Cash and Non-Interest-Bearing Accounts$24,621,744$19,488,897▼ $5,132,847
Accounts Receivable$16,331,146$14,421,955▼ $1,909,191
Investments Other Securities$4,302,257$8,143,155▲ $3,840,898
Prepaid Expenses and Deferred Charges$3,108,817$7,321,068▲ $4,212,251
Savings and Temporary Cash Investments$27,726,090$5,744,576▼ $21,981,514
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 Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$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
Total Assets$121,320,364$132,429,897▲ $11,109,533
Other Assets Total$397,123$593,555▲ $196,432
Liabilities
Other Liabilities$33,336,388$30,156,001▼ $3,180,387
Accounts Payable and Accrued Expenses$1,093,853$6,355,513▲ $5,261,660
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$34,430,241$36,511,514▲ $2,081,273
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,890,123$95,918,383▲ $9,028,260
Total Liabilities and Net Assets / Fund Balance$121,320,364$132,429,897▲ $11,109,533

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,143,155--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Louise RushEmployeeFT$110,000$110,000

Board Members and Trustees

NameTitle
Michael CaseyChairman
Anand SinghTrustee
Dean LehrTrustee
Ian LewisTrustee
Kim WirshingTrustee
Robert BergerTrustee
Russell MelaragniTrustee
Douglas CornfordSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCPlan Administration-$1,149,690
Delta DentalClaims Administratio-$445,040
Leonard Carder LLPLegal-$205,826
ScholarMatch IncOther Services-$153,000
Rael LetsonConsulting-$130,650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,262,636
Investment Income
$3,670,631
Other Revenue
$74
Change in Net Assets
$7,742,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$168,842,059
Revenue Not Reported on Financial Statements
$91,282
Revenue Not Reported on Form 990
$1,285,346
Total Revenue per Audited Statements
$170,127,405
Total Revenue per Form 990
$168,933,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,732,688
Salaries, Compensation, and Employee Benefits$456,174
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$158,001,565
Fees for Services Management---$1,104,374
Fees for Services Other---$468,271
Other Salaries and Wages---$456,174
Fees for Services Legal---$205,826
Information Technology---$98,155
Fees for Service Investment Mgmnt Fees---$91,282
Insurance---$68,286
Fees for Services Accounting---$38,720
Occupancy---$35,090
Other Expenses---$18,401
Office Expenses---$9,424
Total Functional Expenses$0$0$0$161,190,427

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,152,802
Total Expenses per Audited Statements$166,152,802
Total Expenses per Form 990$161,190,427
Expenses Not Reported on Financial Statements$-4,962,375
Other Expense Adjustments$-5,053,657
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Payable$19,400,000
Due to Other Funds$8,483,001
Claims Incurred But Not Reported$2,273,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 organization delegates control of management duties customarily performed by or under the direct supervision of officers, directors, trustees or key employees to the contract administrator.”

FORM 990, PART VI, SECTION A, LINE 8B:

“The organization does not have any committees with the authority to act on behalf of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The chair and co-chair are provided a copy of the form 990 to review prior to signing.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents and financial statements available to the public upon request.”

FORM 990, PART VII, SECTION A, COLUMNS E AND F:

“Trustees are not compensated by the plan. Compensation paid to trustees employed by other related organizations is reported on the tax forms filed with the irs by the related organizations.”

Filing and Contact Details

Filer

Filer Name
San Francisco Culinary Bartenders & Service
EIN
94-1645611
In Care Of
% BENESYS
Phone
9253987060
Address
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566

Signing Officer

Name
Michael Casey
Title
Chairman
Phone
9253987060
Signed
2026-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Casey
Formed
1958
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
15
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for the oversight of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“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 XII, LINE 4B - OTHER ADJUSTMENTS:

“Net change in benefit obligation ($5,053,657)”

Raw XML AppendixShowing 400 of 520 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01093853
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06355513
IRS990/AccountsReceivableGrp/BOYAmt016331146
IRS990/AccountsReceivableGrp/EOYAmt014421955
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0158001565
IRS990/BooksInCareOfDetail/PersonNm0BENESYS
IRS990/BooksInCareOfDetail/PhoneNum09253987060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07180 KOLL CENTER PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt024621744
IRS990/CashNonInterestBearingGrp/EOYAmt019488897
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0130650
IRS990/ContractorCompensationGrp/CompensationAmt11149690
IRS990/ContractorCompensationGrp/CompensationAmt2205826
IRS990/ContractorCompensationGrp/CompensationAmt3153000
IRS990/ContractorCompensationGrp/CompensationAmt4445040
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0RAEL LETSON
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1BENESYS INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Leonard Carder LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3ScholarMatch Inc
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4DELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1PLAN ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc3OTHER SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS ADMINISTRATIO
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0158001565
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03670631
IRS990/CYOtherExpensesAmt02732688
IRS990/CYOtherRevenueAmt074
IRS990/CYProgramServiceRevenueAmt0165262636
IRS990/CYRevenuesLessExpensesAmt07742914
IRS990/CYSalariesCompEmpBnftPaidAmt0456174
IRS990/CYTotalExpensesAmt0161190427
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0168933341
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt038720
IRS990/FeesForServicesLegalGrp/TotalAmt0205826
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01104374
IRS990/FeesForServicesOtherGrp/TotalAmt0468271
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt091282
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUISE RUSH
IRS990/Form990PartVIISectionAGrp/PersonNm1ANAND SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm3IAN LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm4KIM WIRSHING
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUGLAS CORNFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN LEHR
IRS990/Form990PartVIISectionAGrp/PersonNm8RUSSELL MELARAGNI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt070862
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0145178710
IRS990/GrossReceiptsAmt0314041189
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt098155
IRS990/InsuranceGrp/TotalAmt068286
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03599769
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03599769
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04302257
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08143155
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt044833187
IRS990/InvestmentsPubTradedSecGrp/EOYAmt076716691
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145107848
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt086890123
IRS990/NetAssetsOrFundBalancesEOYAmt095918383
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt070862
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt070862
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01285346
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt035090
IRS990/OfficeExpensesGrp/TotalAmt09424
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0397123
IRS990/OtherAssetsTotalGrp/EOYAmt0593555
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2STORAGE FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0447770
IRS990/OtherExpensesGrp/TotalAmt192396
IRS990/OtherExpensesGrp/TotalAmt254693
IRS990/OtherExpensesGrp/TotalAmt318401
IRS990/OtherLiabilitiesGrp/BOYAmt033336388
IRS990/OtherLiabilitiesGrp/EOYAmt030156001
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt074
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt074
IRS990/OtherSalariesAndWagesGrp/TotalAmt0456174
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03108817
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07321068
IRS990/PrincipalOfficerNm0MICHAEL CASEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164692065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1389597
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2180974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164692065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1389597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2180974
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0142096316
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02233814
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02451580
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0174683871
IRS990/PYRevenuesLessExpensesAmt031960825
IRS990/PYSalariesCompEmpBnftPaidAmt0408964
IRS990/PYTotalExpensesAmt0144956860
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0176917685
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07742914
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt086890123
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt095918383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027726090
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05744576
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-4962375
IRS990ScheduleD/ExpensesSubtotalAmt0166152802
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt091282
IRS990ScheduleD/InvestmentExpensesNotIncldAmt091282
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01285346
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-5053657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02273000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18483001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt219400000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREMIUMS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08143155
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED SEPARATE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01285346
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt091282
IRS990ScheduleD/RevenueSubtotalAmt0168842059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFIT OBLIGATION ($5,053,657)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueSecuritiesAmt08143155
IRS990ScheduleD/TotalExpensesPerForm990Amt0161190427
IRS990ScheduleD/TotalLiabilityAmt030156001
IRS990ScheduleD/TotalRevenuePerForm990Amt0168933341
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0170127405
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0166152802
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR AND CO-CHAIR ARE PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE TAX FORMS FILED WITH THE IRS BY THE RELATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, COLUMNS E AND F:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.