Civic Intelligence

North Coast Trust Fund

EIN 94-1672782 • 501(c)9 • Alameda, CA

View Organization Page

Profile

To provide welfare benefits for eligible employees and their dependents.

1141 Harbor Bay Pkwy Ste 100Alameda, CA 94502

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.09x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

31st percentile

-0.0%

Higher net margin than 31% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

1.0%

Faster asset growth than 27% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-0.5%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$36,635,625

Up $347,273 (+1.0%) from 2023

Liabilities

Down

$3,257,551

Down $1,407,521 (-30%) from 2023

Net Assets

Up

$33,378,074

Up $1,754,794 (+5.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin31st percentile

Revenue

Down

$29,825,102

Down $156,921 (-0.5%) from 2023

Expenses

Up

$29,828,068

Up $1,249,720 (+4.4%) from 2023

Net Income

Down

-$2,966

Down $1,406,641 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$40M$30M$20M$10M$0Assets 2011: $13,022,097Liabilities 2011: $2,106,947Net Assets 2011: $10,915,1502011Assets 2012: $13,829,682Liabilities 2012: $2,040,019Net Assets 2012: $11,789,6632012Assets 2013: $13,974,073Liabilities 2013: $2,195,772Net Assets 2013: $11,778,3012013Assets 2014: $15,559,391Liabilities 2014: $2,739,198Net Assets 2014: $12,820,1932014Assets 2015: $15,515,980Liabilities 2015: $2,827,298Net Assets 2015: $12,688,6822015Assets 2016: $16,757,932Liabilities 2016: $2,700,137Net Assets 2016: $14,057,7952016Assets 2017: $19,527,241Liabilities 2017: $2,614,214Net Assets 2017: $16,913,0272017Assets 2018: $22,875,233Liabilities 2018: $2,778,718Net Assets 2018: $20,096,5152018Assets 2019: $26,435,779Liabilities 2019: $2,890,992Net Assets 2019: $23,544,7872019Assets 2020: $27,687,603Liabilities 2020: $2,936,322Net Assets 2020: $24,751,2812020Assets 2021: $33,095,236Liabilities 2021: $3,693,404Net Assets 2021: $29,401,8322021Assets 2022: $32,567,269Liabilities 2022: $3,180,634Net Assets 2022: $29,386,6352022Assets 2023: $36,288,352Liabilities 2023: $4,665,072Net Assets 2023: $31,623,2802023Assets 2024: $36,635,625Liabilities 2024: $3,257,551Net Assets 2024: $33,378,0742024

Highlighted filing

2024

Assets$36,635,625
Liabilities$3,257,551
Net Assets$33,378,074
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $18,122,446Expenses 2011: $17,730,217Net Income 2011: $392,2292011Revenue 2012: $18,841,385Expenses 2012: $18,072,035Net Income 2012: $769,3502012Revenue 2013: $18,801,461Expenses 2013: $19,051,132Net Income 2013: -$249,6712013Revenue 2014: $21,015,417Expenses 2014: $20,310,010Net Income 2014: $705,4072014Revenue 2015: $24,048,077Expenses 2015: $22,927,508Net Income 2015: $1,120,5692015Revenue 2016: $24,053,954Expenses 2016: $22,592,027Net Income 2016: $1,461,9272016Revenue 2017: $25,926,286Expenses 2017: $23,647,929Net Income 2017: $2,278,3572017Revenue 2018: $26,343,720Expenses 2018: $23,348,234Net Income 2018: $2,995,4862018Revenue 2019: $28,163,762Expenses 2019: $25,071,997Net Income 2019: $3,091,7652019Revenue 2020: $27,113,842Expenses 2020: $25,748,695Net Income 2020: $1,365,1472020Revenue 2021: $31,328,979Expenses 2021: $26,872,266Net Income 2021: $4,456,7132021Revenue 2022: $29,313,482Expenses 2022: $26,316,344Net Income 2022: $2,997,1382022Revenue 2023: $29,982,023Expenses 2023: $28,578,348Net Income 2023: $1,403,6752023Revenue 2024: $29,825,102Expenses 2024: $29,828,068Net Income 2024: -$2,9662024

Highlighted filing

2024

Revenue$29,825,102
Expenses$29,828,068
Net Income-$2,966
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,635,625
Liabilities
$3,257,551
Net assets
$33,378,074
Revenue
$29,825,102
Expenses
$29,828,068
Net income
-$2,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.6$3.26$33.4$29.8$29.8$0.00
2023Detailed filing. Detailed filing data is available for this year.$36.3$4.67$31.6$30.0$28.6$1.40
2022Detailed filing. Detailed filing data is available for this year.$32.6$3.18$29.4$29.3$26.3$3.00
2021Detailed filing. Detailed filing data is available for this year.$33.1$3.69$29.4$31.3$26.9$4.46
2020Detailed filing. Detailed filing data is available for this year.$27.7$2.94$24.8$27.1$25.7$1.37
2019Detailed filing. Detailed filing data is available for this year.$26.4$2.89$23.5$28.2$25.1$3.09
2018Detailed filing. Detailed filing data is available for this year.$22.9$2.78$20.1$26.3$23.3$3.00
2017Detailed filing. Detailed filing data is available for this year.$19.5$2.61$16.9$25.9$23.6$2.28
2016Detailed filing. Detailed filing data is available for this year.$16.8$2.70$14.1$24.1$22.6$1.46
2015Detailed filing. Detailed filing data is available for this year.$15.5$2.83$12.7$24.0$22.9$1.12
2014Summary only. Only limited summary data is available for this year.$15.6$2.74$12.8$21.0$20.3$0.71
2013Summary only. Only limited summary data is available for this year.$14.0$2.20$11.8$18.8$19.1$0.25
2012Summary only. Only limited summary data is available for this year.$13.8$2.04$11.8$18.8$18.1$0.77
2011Summary only. Only limited summary data is available for this year.$13.0$2.11$10.9$18.1$17.7$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$40,410,380
Mission and Program Overview

Mission

To provide welfare benefits for eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,623,280$33,378,074▲ $1,754,794
Investments in Publicly Traded Securities$27,778,110$26,820,951▼ $957,159
Cash and Non-Interest-Bearing Accounts$2,733,850$4,506,562▲ $1,772,712
Prepaid Expenses and Deferred Charges$3,427,947$2,935,683▼ $492,264
Accounts Receivable$2,348,445$2,372,429▲ $23,984
Savings and Temporary Cash Investments$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
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$36,288,352$36,635,625▲ $347,273
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,595,156$3,251,135▼ $1,344,021
Accounts Payable and Accrued Expenses$69,916$6,416▼ $63,500
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$4,665,072$3,257,551▼ $1,407,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,623,280$33,378,074▲ $1,754,794
Total Liabilities and Net Assets / Fund Balance$36,288,352$36,635,625▲ $347,273
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Jeffery HopkinsTrustee, Co-chair
Michael YatesTrustee, Co-chair
John ElwardTrustee
Manuel SoaresTrustee
Rafael a MirandaTrustee
Richard LewisTrustee
Richard MurphyTrustee
Steven DavisTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministration Fees221 MAIN ST STE 250, San Francisco, CA 94105$512,185
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,096,520
Investment Income
$701,074
Other Revenue
$27,508
Change in Net Assets
$-2,966

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,825,102
Revenue Not Reported on Form 990
$1,757,760
Total Revenue per Audited Statements
$31,582,862
Total Revenue per Form 990
$29,825,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,086,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$28,741,578
Fees for Services Management---$512,185
Fees for Services Other---$163,203
Fees for Services Accounting---$99,394
Fees for Services Legal---$95,433
Fees for Service Investment Mgmnt Fees---$93,598
Conferences and Meetings---$72,026
Insurance---$26,448
Office Expenses---$22,358
Other Expenses---$1,845
Total Functional Expenses$0$0$0$29,828,068

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,172,089
Total Expenses per Audited Statements$31,172,089
Total Expenses per Form 990$29,828,068
Expenses Not Reported on Financial Statements$-1,344,021
Other Expense Adjustments$-1,344,021
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
Benefit Obligations$3,251,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8B:

“The plan does not have a committee with authority to act on behalf of the governing body.”

PART VI, LINE 11B:

“The form 990 is prepared by the plan's cpa who submits it to the plan administrator; the administrator e-mails it to the trustees for their review before the co-chair signs.”

PART VI, LINE 12C:

“At least once annually, trustees and other individuals will be asked to disclose in writing any relationships or interests that could give rise to a conflict.”

PART VI, LINE 19:

“The plan makes its governing documents and financial statements available to participants upon request. A form 5500 annual return/report of employer benefit plan is filed annually with the department of labor; this report is available on their website.”

PART VII, SECTION A:

“Trustees are not compensated by the Fund. Compensation paid to Trustees employed by related organizations is accurately reported on the related tax-exempt organizations' Form 990, filed with the IRS.”

Filing and Contact Details

Filer

Filer Name
North Coast Trust Fund
EIN
94-1672782
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
4155467800
Address
1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502

Signing Officer

Name
Jeffery B Hopkins
Title
Chairman
Phone
4155467800
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffery Hopkins
Formed
1959
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
Preparer
Catalina Kirby
Phone
2065963930
Supplemental Narrative

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:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 453 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/BOYAmt069916
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06416
IRS990/AccountsReceivableGrp/BOYAmt02348445
IRS990/AccountsReceivableGrp/EOYAmt02372429
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt028741578
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum08002515013
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01141 HARBOR BAY PKWY STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02733850
IRS990/CashNonInterestBearingGrp/EOYAmt04506562
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt072026
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0512185
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0221 MAIN ST STE 250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094105
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION FEES
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt028741578
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0701074
IRS990/CYOtherExpensesAmt01086490
IRS990/CYOtherRevenueAmt027508
IRS990/CYProgramServiceRevenueAmt029096520
IRS990/CYRevenuesLessExpensesAmt0-2966
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029828068
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029825102
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt099394
IRS990/FeesForServicesLegalGrp/TotalAmt095433
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0512185
IRS990/FeesForServicesOtherGrp/TotalAmt0163203
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt093598
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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFERY HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm2MANUEL SOARES
IRS990/Form990PartVIISectionAGrp/PersonNm3RAFAEL A MIRANDA
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL YATES
IRS990/Form990PartVIISectionAGrp/PersonNm6John Elward
IRS990/Form990PartVIISectionAGrp/PersonNm7Steven Davis
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE, CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01959
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-384064
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/SecuritiesAmt010201214
IRS990/GrossReceiptsAmt040410380
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt026448
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01085138
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01085138
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027778110
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026820951
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010585278
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt031623280
IRS990/NetAssetsOrFundBalancesEOYAmt033378074
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-384064
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-384064
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01757760
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt022358
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt01845
IRS990/OtherLiabilitiesGrp/BOYAmt04595156
IRS990/OtherLiabilitiesGrp/EOYAmt03251135
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027508
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027508
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt027508
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/BOYAmt03427947
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02935683
IRS990/PrincipalOfficerNm0JEFFERY HOPKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT AND RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028536973
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1559547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028536973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1559547
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt027463930
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0283829
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01114418
IRS990/PYOtherRevenueAmt0182623
IRS990/PYProgramServiceRevenueAmt029515571
IRS990/PYRevenuesLessExpensesAmt01403675
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt028578348
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029982023
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2966
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031623280
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt033378074
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1344021
IRS990ScheduleD/ExpensesSubtotalAmt031172089
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01757760
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1344021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03251135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt01757760
IRS990ScheduleD/RevenueSubtotalAmt029825102
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/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt029828068
IRS990ScheduleD/TotalLiabilityAmt03251135
IRS990ScheduleD/TotalRevenuePerForm990Amt029825102
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031582862
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031172089
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE PLAN'S CPA WHO SUBMITS IT TO THE PLAN ADMINISTRATOR; THE ADMINISTRATOR E-MAILS IT TO THE TRUSTEES FOR THEIR REVIEW BEFORE THE CO-CHAIR SIGNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT LEAST ONCE ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYER BENEFIT PLAN IS FILED ANNUALLY WITH THE DEPARTMENT OF LABOR; THIS REPORT IS AVAILABLE ON THEIR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Trustees are not compensated by the Fund. Compensation paid to Trustees employed by related organizations is accurately reported on the related tax-exempt organizations' Form 990, filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII-SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL 665
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN THIS INFORMATION FOR THE PLAN'S CONTRIBUTING EMPLOYERS. PLEASE CONTACT THE ADMINISTRATIVE OFFICE IF YOU HAVE ANY QUESTIONS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV -
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036288352
IRS990/TotalAssetsEOYAmt036635625
IRS990/TotalAssetsGrp/BOYAmt036288352
IRS990/TotalAssetsGrp/EOYAmt036635625
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt029828068
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04665072
IRS990/TotalLiabilitiesEOYAmt03257551
IRS990/TotalLiabilitiesGrp/BOYAmt04665072
IRS990/TotalLiabilitiesGrp/EOYAmt03257551
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031623280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033378074

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