Civic Intelligence

Teamsters Benefit Trust

990 • Fiscal year 2013 • EIN 94-2848389

Oct 01, 2012 to Sep 30, 2013 • Filed on Aug 13, 2014

Organization ProfileWWW.TEAMSTERSBENEFITTRUST.COM

View Organization Page

Post Office Box 582094537
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.17x

Higher debt load relative to assets than 75% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$197,112,848

Up $28,580,374 (+17%) from 2012

Net Assets

Up

$163,221,149

Up $26,723,658 (+20%) from 2012

Liabilities

Up

$33,891,699

Up $1,856,716 (+5.8%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$245,576,365

Up $2,840,524 (+1.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $146,060,727Liabilities 2010: $34,716,281Net Assets 2010: $111,344,4462010Assets 2011: $151,652,583Liabilities 2011: $34,764,688Net Assets 2011: $116,887,8952011Assets 2012: $168,532,474Liabilities 2012: $32,034,983Net Assets 2012: $136,497,4912012Assets 2013: $197,112,848Liabilities 2013: $33,891,699Net Assets 2013: $163,221,1492013Assets 2014: $231,422,836Liabilities 2014: $34,186,340Net Assets 2014: $197,236,4962014Assets 2015: $243,690,333Liabilities 2015: $36,752,086Net Assets 2015: $206,938,2472015Assets 2016: $289,617,130Liabilities 2016: $37,935,894Net Assets 2016: $251,681,2362016Assets 2017: $349,515,385Liabilities 2017: $36,471,909Net Assets 2017: $313,043,4762017Assets 2018: $407,860,556Liabilities 2018: $35,441,757Net Assets 2018: $372,418,7992018Assets 2019: $451,609,321Liabilities 2019: $37,694,661Net Assets 2019: $413,914,6602019Assets 2020: $515,238,654Liabilities 2020: $37,781,871Net Assets 2020: $477,456,7832020Assets 2021: $647,016,311Liabilities 2021: $40,035,308Net Assets 2021: $606,981,0032021Assets 2022: $622,468,881Liabilities 2022: $40,468,503Net Assets 2022: $582,000,3782022Assets 2023: $739,157,796Liabilities 2023: $41,063,604Net Assets 2023: $698,094,1922023Assets 2024: $910,753,202Liabilities 2024: $45,483,746Net Assets 2024: $865,269,4562024

Highlighted filing

2013

Assets$197,112,848
Liabilities$33,891,699
Net Assets$163,221,149
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0Expenses 2010: $220,335,5182010Expenses 2011: $234,567,0852011Revenue 2012: $249,677,621Expenses 2012: $242,735,841Net Income 2012: $6,941,7802012Expenses 2013: $245,576,3652013Revenue 2014: $284,322,256Expenses 2014: $260,677,818Net Income 2014: $23,644,4382014Revenue 2015: $295,373,744Expenses 2015: $281,325,337Net Income 2015: $14,048,4072015Revenue 2016: $349,263,007Expenses 2016: $286,487,684Net Income 2016: $62,775,3232016Revenue 2017: $319,126,088Expenses 2017: $282,479,944Net Income 2017: $36,646,1442017Revenue 2018: $348,903,064Expenses 2018: $286,161,477Net Income 2018: $62,741,5872018Revenue 2019: $338,839,356Expenses 2019: $309,297,494Net Income 2019: $29,541,8622019Revenue 2020: $337,741,506Expenses 2020: $302,636,943Net Income 2020: $35,104,5632020Revenue 2021: $360,030,062Expenses 2021: $303,373,691Net Income 2021: $56,656,3712021Revenue 2022: $367,435,023Expenses 2022: $300,123,102Net Income 2022: $67,311,9212022Revenue 2023: $366,749,635Expenses 2023: $306,602,707Net Income 2023: $60,146,9282023Revenue 2024: $379,823,294Expenses 2024: $334,360,230Net Income 2024: $45,463,0642024

Highlighted filing

2013

Revenue-
Expenses$245,576,365
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Aug 13, 2014
Return Version
2012v2.1
Gross Receipts
$295,643,405
Mission and Program Overview

Mission

To provide health and welfare benefits to plan participants.

Filing and Contact Details

Filer

EIN
94-2848389
Raw XML AppendixShowing 400 of 471 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.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2013, 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. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2010.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE PLAN DOES NOT HAVE EMPLOYEES. HOWEVER, CERTAIN PARTICIPANTS OF THE PLAN RECEIVED A FORM W-2 FOR TAXABLE DOMESTIC PARTNER BENEFITS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUST HAS CONTRACTED WITH LIPMAN INSURANCE ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation3A COPY OF FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4AT LEAST ONCE A YEAR, TRUSTEES AND OTHER FIDUCIARIES SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO THE CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED. THE TRUSTEE OR OTHER FIDUCIARY WITH THE CONFLICT OF INTEREST MUST BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION AND THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO INFLUENCE THE BOARD'S DECISION IN ANY WAY.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART V, LINE 2A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10SEE EXPLANATION AT PART VII
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0VARIOUS
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF 9/30/13 THERE ARE APPROXIMATELY 316 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A. TEICHERT & SON, INC. ABF FREIGHT SYSTEM, INC AGUILAR TRUCKING AIR CONDITIONING CO, INC AIR LIQUIDE AMERICA CORP ALB, INC ALLIANCE GRAPHICS/MECA ALLIED BOX & EXCELSIOR ALLIED WASTE - PLATFORM ALLIED WASTE/ DRIVERS ALLIED WASTE/ SANTA CLARA ALLIED WASTE/BFI-SJ-MCHNS ALPHA PRESS, INC ALSCO ALTA WESTSIDE BLDG MAT ANDREINI BROTHERS, INC. ANGELO UTILITIES ANGELO UTILITIES ANNUZZI'S CONCRETE SERV. ARAMARK UNIFORM SERV(508) ARATA EXPOSITIONS, INC ARB - LOCAL 431 ARGONAUT CONSTRUCTORS AZCO, INC B K MILL & FIXTURE BAE SYS SF SHIP REPAIR BAKEMARK USA LLC BAUMAN LANDSCAPE, INC. BAY AREA PAVING CO. BAY AREA TRAFFIC SOLUTION BAY CITIES PAVING & GRADI BAY CITIES REFUSE SERVICE BAY COUNTIES WASTE SERV BECHTEL CON(RUSSELL CITY) BERKELEY FARMS LO 315 BERONIO LUMBER CO BFI-OX MOUNTAIN LANDFILL BLACK POINT PRODUCTIONS BLAINE CONVENTION SERVICE BRANNON EQUIP AND LEASING BRIDGFORD FOODS CORP BRODHEAD STEEL PRODUCTS BRUCE CARONE GRADING& PAV C.F. ARCHIBALD PAVING, IN CAL VALLEY CONSTRUCTION CALEX ENGINEERING COMPANY CALFIFRNIA TRADE BINDERY CALIF DEPT OF CORRECTIONS CALIF LABOR FED, AFK-CIO CALIF TEAMSTERS PUB AFFRS CALIF WASTE SOL-DRIV/MEC CALIFORNIA GLASS COMPANY CAPS/SERIAL PICTURES INC. CARONE & COMPANY, INC CARPENTER RIGGING & SUPPL CAST & CREW / BROWN HILL CEMEX CENTRAL CONCRETE SUPPLY C CHALLENGE DAIRY PRODUCTS CHANNEL LUMBER CO CHAUFFEURS, TMSTRS & HELP CHUCK MACK AND ASSOCIATE CITY OF YAKIMA POLICE CLOSE BLDG MATERIALS, INC COCA COLA BOTTLING CO CONCEPT SERVICES LLC CONCORD DISPOSAL SERVICE CONSOLIDATED PRINTING, CO CONTRA COSTA BUILDING CT CONTRI CONSTRUCTION CURTIN THEATRICAL MOVING CZARNOWSKI EXHIBIT DALY CITY SCAVENGER CO, I DARLING INTERNATIONAL, IN DECON ENVIRONMENTAL SERV DHL WORLDWIDE DINWIDDIE CONSTRUCTION CO DRAGADOS/FLATIRON/JV DUMBARTON QUARRY ASSOCIAT EAGLE DISTRIBUTION EAGLE SYSTEMS EARLE M JORGENSEN CO EASE ENTRTNMNT/LSF PROD EAST BAY FORKLIFT EAST BAY RESTAURANT SUPPL EAST BAY SANITARY COMPANY ECONOMY LUMBER CO ECONOMY TRUCKING SERVICES EL CAMINO PAVING, INC. EMPLOYCO SERVICES, INC ENGEL & GRAY TRUCKING ENGINEERED CONCRETE PLACE EP PROD / BLINK & WINK EP PROD / BLINK & WINK EVENT PRODUCTIONS LO 70 FANFA, INC. FEATURES PROC/PICROW INC. FERMA CORPORATION FLOYD JOHNSTON CONST. CO. FORCE COM / BOXER FILMS FOSTER FARMS - HAYWARD FREEMAN DECORATING CO FREMONT UNIVERSAL TRANS FSI / BOXER FILMS G&C/APS JOINT ADVENTURE G. BORTOLOTTO & COMPANY GALLADE CHEMICAL, INC GALLO SALES COMPANY GARDEN CITY SAN-DRIV/MEC GES, INC GHILOTTI BROTHERS, INC GHILOTTI CONSTRUCTION CO GILLIG CORPORATION GILLIS & LANE, INC GLOBE - BAY AREA FORKLIFT GOLDEN GATE DISPOS & RECY GOODFELLOW TOP GRADE CONS GRADE-WAY CONSTRUCTION GRANITE CONSTRUCTION CO GRANITE ROCK / PAVEX GRANITE ROCK BERRYESSA287 GREEN FESTIVAL, INC GREEN TEAM OF SAN JOSE GREIF BROTHERS CORP HALF MOON BAY GRADING & P HANSON AGGREGATES MID-PAC HAROLD SMITH & SONS, INC HILL BROTHERS CHEMICAL CO IBT - SURV SPOUSES IEDA INFRA SOURCE - LOCAL 287 INTERSTATE GRADING & PAVI J & M, INC. J F C INTERNATIONAL, INC JARRETT, INC. JAY N ENTERPRISES JBS BAKESERVICE JERRY THOMPSON & SONS JOANN'S WATER TRUCK SERV KIEWIT INFRASTRUCTURE KIEWIT POWER CONSTRUCTRS KIRK XPEDX PACKAGING KNIFE RIVER CONSTRUCTION LAKESIDE SPECIALIZED TRAN LARSEN BROS, INC LAWSON DRAYAGE, INC LEONARD
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1039420 LIBERTY ST SUITE 260
IRS990/TheBooksAreInCareOf/AddressUS/City0FREMONT
IRS990/TheBooksAreInCareOf/AddressUS/State0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$197,112,848
Liabilities
$33,891,699
Net assets
$163,221,149
Revenue
-
Expenses
$245,576,365
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$911$45.5$865$380$334$45.5
2023Detailed filing. Detailed filing data is available for this year.$739$41.1$698$367$307$60.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$622$40.5$582$367$300$67.3
2021Detailed filing. Detailed filing data is available for this year.$647$40.0$607$360$303$56.7
2020Detailed filing. Detailed filing data is available for this year.$515$37.8$477$338$303$35.1
2019Detailed filing. Detailed filing data is available for this year.$452$37.7$414$339$309$29.5
2018Detailed filing. Detailed filing data is available for this year.$408$35.4$372$349$286$62.7
2017Detailed filing. Detailed filing data is available for this year.$350$36.5$313$319$282$36.6
2016Detailed filing. Detailed filing data is available for this year.$290$37.9$252$349$286$62.8
2015Detailed filing. Detailed filing data is available for this year.$244$36.8$207$295$281$14.0
2014Detailed filing. Detailed filing data is available for this year.$231$34.2$197$284$261$23.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$33.9$163$246
2012Summary only. Only limited summary data is available for this year.$169$32.0$136$250$243$6.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$152$34.8$117$235
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$34.7$111$220