Civic Intelligence

Siu Pacific District Seafarers' Medical

EIN 94-2430964 • 501(c)9 • San Francisco, CA

Profile

To provide medical screening for eligible employees.

730 Harrison Street Suite 400San Francisco, CA 94107

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.34x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.08x

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

501(c)9 • $500k-$1M nonprofits • Source year 2025

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2025

Asset Growth

95th percentile

48%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

29%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$165,707

Down $96,172 (-37%) from 2023

Liabilities

Down

$224,272

Down $47,331 (-17%) from 2023

Net Assets

Down

-$58,565

Down $48,841 (-502%) from 2023

Revenue

Up

$775,157

Up $59,936 (+8.4%) from 2023

Expenses

Up

$823,998

Up $57,194 (+7.5%) from 2023

Net Income

Up

-$48,841

Up $2,742 (+5.3%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $562,344Liabilities 2011: $640,475Net Assets 2011: -$78,1312011Assets 2012: $618,288Liabilities 2012: $707,636Net Assets 2012: -$89,3482012Assets 2013: $601,580Liabilities 2013: $640,378Net Assets 2013: -$38,7982013Assets 2014: $515,317Liabilities 2014: $670,724Net Assets 2014: -$155,4072014Assets 2015: $525,216Liabilities 2015: $681,936Net Assets 2015: -$156,7202015Assets 2016: $674,744Liabilities 2016: $748,155Net Assets 2016: -$73,4112016Assets 2017: $661,192Liabilities 2017: $741,466Net Assets 2017: -$80,2742017Assets 2018: $593,545Liabilities 2018: $701,774Net Assets 2018: -$108,2292018Assets 2019: $592,966Liabilities 2019: $484,878Net Assets 2019: $108,0882019Assets 2020: $168,373Liabilities 2020: $122,695Net Assets 2020: $45,6782020Assets 2021: $178,368Liabilities 2021: $94,873Net Assets 2021: $83,4952021Assets 2022: $231,892Liabilities 2022: $190,033Net Assets 2022: $41,8592022Assets 2023: $261,879Liabilities 2023: $271,603Net Assets 2023: -$9,7242023Assets 2024: $165,707Liabilities 2024: $224,272Net Assets 2024: -$58,5652024

Highlighted filing

2024

Assets$165,707
Liabilities$224,272
Net Assets-$58,565

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $586,299Expenses 2011: $539,586Net Income 2011: $46,7132011Revenue 2012: $617,282Expenses 2012: $628,499Net Income 2012: -$11,2172012Revenue 2013: $624,543Expenses 2013: $573,993Net Income 2013: $50,5502013Revenue 2014: $545,976Expenses 2014: $662,585Net Income 2014: -$116,6092014Revenue 2015: $653,439Expenses 2015: $654,752Net Income 2015: -$1,3132015Revenue 2016: $849,888Expenses 2016: $766,579Net Income 2016: $83,3092016Revenue 2017: $702,791Expenses 2017: $709,654Net Income 2017: -$6,8632017Revenue 2018: $704,068Expenses 2018: $732,023Net Income 2018: -$27,9552018Revenue 2019: $735,543Expenses 2019: $519,226Net Income 2019: $216,3172019Revenue 2020: $702,654Expenses 2020: $765,064Net Income 2020: -$62,4102020Revenue 2021: $700,148Expenses 2021: $662,331Net Income 2021: $37,8172021Revenue 2022: $756,589Expenses 2022: $798,225Net Income 2022: -$41,6362022Revenue 2023: $715,221Expenses 2023: $766,804Net Income 2023: -$51,5832023Revenue 2024: $775,157Expenses 2024: $823,998Net Income 2024: -$48,8412024

Highlighted filing

2024

Revenue$775,157
Expenses$823,998
Net Income-$48,841

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$2.24$0.59$7.75$8.24$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.62$2.72$0.10$7.15$7.67$0.52
2022Detailed filing. Detailed filing data is available for this year.$2.32$1.90$0.42$7.57$7.98$0.42
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.95$0.83$7.00$6.62$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.23$0.46$7.03$7.65$0.62
2019Detailed filing. Detailed filing data is available for this year.$5.93$4.85$1.08$7.36$5.19$2.16
2018Detailed filing. Detailed filing data is available for this year.$5.94$7.02$1.08$7.04$7.32$0.28
2017Detailed filing. Detailed filing data is available for this year.$6.61$7.41$0.80$7.03$7.10$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$7.48$0.73$8.50$7.67$0.83
2015Detailed filing. Detailed filing data is available for this year.$5.25$6.82$1.57$6.53$6.55$0.01
2014Summary only. Only limited summary data is available for this year.$5.15$6.71$1.55$5.46$6.63$1.17
2013Summary only. Only limited summary data is available for this year.$6.02$6.40$0.39$6.25$5.74$0.51
2012Summary only. Only limited summary data is available for this year.$6.18$7.08$0.89$6.17$6.28$0.11
2011Summary only. Only limited summary data is available for this year.$5.62$6.40$0.78$5.86$5.40$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$775,157
Mission and Program Overview

Mission

To provide medical screening for eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$56,504$68,042▲ $11,538
Prepaid Expenses and Deferred Charges$3,558$3,558→ $0
Savings and Temporary Cash Investments$4,921$3,459▼ $1,462
Cash and Non-Interest-Bearing Accounts$25,527$200▼ $25,327
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
Investments in Publicly Traded Securities$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→ $0
Rtn Earn Endowment Incm Other Fnds$-9,724$-58,565▼ $48,841
Total Assets$261,879$165,707▼ $96,172
Other Assets Total$171,369$90,448▼ $80,921
Liabilities
Other Liabilities$242,415$202,268▼ $40,147
Accounts Payable and Accrued Expenses$29,188$22,004▼ $7,184
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$271,603$224,272▼ $47,331
Net Assets / Fund Balance
Total Net Assets Fund Balance$-9,724$-58,565▼ $48,841
Total Liabilities and Net Assets / Fund Balance$261,879$165,707▼ $96,172

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$43,164$43,164
Other Assets Org$90,448--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony PoplawskiTrustee
Danny DefantiTrustee
Dave ConnollyTrustee
Michael LabonteTrustee
Nicholas MarroneTrustee
Thomas PercivalTrustee
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Siu Pd Supp Benefits Funds INCManagement Fees730 HARRISON STREET, San Francisco, CA 94107$143,295
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$775,129
Investment Income
$28
Other Revenue
$0
Change in Net Assets
$-48,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$775,157
Total Revenue per Audited Statements
$775,157
Total Revenue per Form 990
$775,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,953
Salaries, Compensation, and Employee Benefits$216,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$301,701
Fees for Services Management---$153,084
Other Salaries and Wages---$130,045
Occupancy---$89,719
Other Employee Benefits---$47,884
Pension Plan Contributions---$28,213
Office Expenses---$26,579
Fees for Services Accounting---$17,091
Fees for Services Other---$12,000
Payroll Taxes---$10,202
Fees for Services Legal---$4,664
Insurance---$1,576
Other Expenses---$1,240
Total Functional Expenses$0$0$0$823,998

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$823,998
Expenses per Audited Statements$794,438
Total Expenses per Audited Statements$794,438
Expenses Not Reported on Financial Statements$29,560
Other Expense Adjustments$29,560
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
Lease Liability$94,925
Claims Payable and Ibnr$61,302
Unfunded Postretirement Costs$27,900
Cash Overdraft$18,141
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

The organization delegates day-to-day management duties to the administrator.

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

There is no committee with authority to act on behalf of the governing body.

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

A copy of the form 990 was provided to the fund's legal counsel for review before it was filed.

FORM 990, PART VI, SECTION B, LINE 12C:

The plan's conflict-of-interest policy, which covers all plan employees, is constantly monitored by the administrator. The administrator is responsible for determining if conflicts exist, and conflicts are resolved by the administrator. The administrator may solicit assistance from the board of trustees if warranted. The policy places no restrictions on the conflicted person.

FORM 990, PART VI, SECTION B, LINE 15:

The plan's administrator is employed under the terms of a contract. The contract is negotiated between the trustees and the administrator.

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

The organization does not make its governing documents, conflict-of-interest policy or financial statements available to the public. Upon request, the organization makes its governing documents, conflict-of-interest policy and financial information available to the organization's participants.

Filing and Contact Details

Filer

Filer Name
SIU Pacific District Seafarers' Medical
EIN
94-2430964
In Care Of
% MICHELLE CHANG
Phone
4153923611
Address
730 Harrison Street Suite 400, San Francisco, CA 94107

Signing Officer

Name
Matthew Henning
Title
Trustee
Phone
4153923611
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Connolly
Formed
1963
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2

The board of trustees assumes responsibility for oversight of the audit and selection on an independent auditor. This process has not changed.

Financial Statement Notes

PART X, LINE 2:

The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of June 30, 2024 and 2023, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Changes in benefit obligations

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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt043164
IRS990/LegalDomicileStateCd0CA
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MEDICAL SCREENING FOR ELIGIBLE EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0-9724
IRS990/NetAssetsOrFundBalancesEOYAmt0-58565
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt089719
IRS990/OfficeExpensesGrp/TotalAmt026579
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0171369
IRS990/OtherAssetsTotalGrp/EOYAmt090448
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047884
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt01240
IRS990/OtherLiabilitiesGrp/BOYAmt0242415
IRS990/OtherLiabilitiesGrp/EOYAmt0202268
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0130045
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt010202
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt028213
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03558
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03558
IRS990/PrincipalOfficerNm0DAVE CONNOLLY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0774864
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0774864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1265
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0271386
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt086
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IRS990/PYOtherExpensesAmt0283949
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0715135
IRS990/PYRevenuesLessExpensesAmt0-51583
IRS990/PYSalariesCompEmpBnftPaidAmt0211469
IRS990/PYTotalExpensesAmt0766804
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0715221
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-48841
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-9724
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-58565
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04921
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03459
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043164
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043164
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt029560
IRS990ScheduleD/ExpensesSubtotalAmt0794438
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt090448
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT-OF-USE ASSETS
IRS990ScheduleD/OtherExpensesNotIncludedAmt029560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt061302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt127900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt294925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt318141
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNFUNDED POSTRETIREMENT COSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CASH OVERDRAFT
IRS990ScheduleD/RevenueSubtotalAmt0775157
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of June 30, 2024 and 2023, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt090448
IRS990ScheduleD/TotalExpensesPerForm990Amt0823998
IRS990ScheduleD/TotalLiabilityAmt0202268
IRS990ScheduleD/TotalRevenuePerForm990Amt0775157
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0775157
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0794438
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES DAY-TO-DAY MANAGEMENT DUTIES TO THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE FUND'S LEGAL COUNSEL FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S CONFLICT-OF-INTEREST POLICY, WHICH COVERS ALL PLAN EMPLOYEES, IS CONSTANTLY MONITORED BY THE ADMINISTRATOR. THE ADMINISTRATOR IS RESPONSIBLE FOR DETERMINING IF CONFLICTS EXIST, AND CONFLICTS ARE RESOLVED BY THE ADMINISTRATOR. THE ADMINISTRATOR MAY SOLICIT ASSISTANCE FROM THE BOARD OF TRUSTEES IF WARRANTED. THE POLICY PLACES NO RESTRICTIONS ON THE CONFLICTED PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN'S ADMINISTRATOR IS EMPLOYED UNDER THE TERMS OF A CONTRACT. THE CONTRACT IS NEGOTIATED BETWEEN THE TRUSTEES AND THE ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION ON AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
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 B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NEPTUNE ORIENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0940662400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1201760878
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2813947813
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct20.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0shipping
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2SHIPPING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Matson Navigation Company Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AMERICAN PRESIDENT LINES LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Matson Navigation Vessels LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0555 12th Street Suite 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11515 N COURTHOUSE ROAD STE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2555 12TH STREET SUITE 700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Oakland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1ARLINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2OAKLAND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094607
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd122201
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd294607
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0911862242
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0SHIP PILOTAGE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0PATRIOT CONTRACT SERVICES LLCPATRIOT CO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/UBICodeVAmt00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01320 WILLOW PASS ROAD STE 490
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CONCORD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA

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