Civic Intelligence

Teamsters Benefit Trust

990 • Fiscal year 2021 • EIN 94-2848389

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 08, 2022

Organization ProfileWWW.TEAMSTERSBENEFITTRUST.COM

View Organization Page

Post Office Box 5820Fremont, CA 94537

(510) 796-4676

Siviq Scores

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

Liabilities / Assets

66th percentile

0.06x

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.11x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

61st percentile

16%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

36th percentile

$1

Higher top officer pay than 36% of similar nonprofits.

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

90th percentile

26%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

6.6%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$647,016,311

Up $131,777,657 (+26%) from 2020

Net Assets

Up

$606,981,003

Up $129,524,220 (+27%) from 2020

Liabilities

Up

$40,035,308

Up $2,253,437 (+6.0%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin61st percentile

Revenue

Up

$360,030,062

Up $22,288,556 (+6.6%) from 2020

Expenses

Up

$303,373,691

Up $736,748 (+0.2%) from 2020

Net Income

Up

$56,656,371

Up $21,551,808 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2021

Assets$647,016,311
Liabilities$40,035,308
Net Assets$606,981,003
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

2021

Revenue$360,030,062
Expenses$303,373,691
Net Income$56,656,371
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 8, 2022
Return Version
2020v4.2
Gross Receipts
$385,227,503
Mission and Program Overview

Mission

To provide health and welfare benefits to plan participants.

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$477,456,783$606,981,003▲ $129,524,220
Investments in Publicly Traded Securities$295,721,794$404,230,002▲ $108,508,208
Investments Other Securities$177,559,032$196,395,120▲ $18,836,088
Accounts Receivable$30,906,369$30,822,817▼ $83,552
Savings and Temporary Cash Investments$10,710,401$15,335,856▲ $4,625,455
Prepaid Expenses and Deferred Charges$794,023$755,688▼ $38,335
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-914,165$-984,372▼ $70,207
Total Assets$515,238,654$647,016,311▲ $131,777,657
Other Assets Total$461,200$461,200→ $0
Liabilities
Other Liabilities$20,903,600$21,954,300▲ $1,050,700
Accounts Payable and Accrued Expenses$16,831,972$18,052,395▲ $1,220,423
Deferred Revenue$46,299$28,613▼ $17,686
Total Liabilities$37,781,871$40,035,308▲ $2,253,437
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,456,783$606,981,003▲ $129,524,220
Total Liabilities and Net Assets / Fund Balance$515,238,654$647,016,311▲ $131,777,657

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,898,701--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Alberto RuizTrustee
Bill HoytTrustee
Bill RossiTrustee
Carlos BorbaTrustee
Dennis HartTrustee
John BouchardTrustee
Keith FlemingTrustee
Mike CarnefixTrustee
Richard JordanTrustee
Richard MurphyTrustee
Rome AloiseTrustee
Ron ParedesTrustee
William AlbaneseTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Lipman Insurance Administrators INCAdministrator39420 LIBERTY STREET SUITE 260, Fremont, CA 94538$7,391,512
Anthem Blue CrossAdministrative11030 WHITE ROCK ROAD, Rancho Cordova, CA 95670$886,120
Lindquist LLPAudit Services5000 EXECUTIVE PARKWAY SUITE 400, San Ramon, CA 94583$436,388
Beeson Tayer & BodineLegal ServicesROSS HOUSE 483 NINTH ST 2ND FLOOR, Oakland, CA 94607$300,786
Rael & LetsonConsulting2929 CAMPUS DRIVE SUITE 400, San Mateo, CA 94403$251,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$330,464,129
Investment Income
$29,565,933
Other Revenue
$0
Change in Net Assets
$56,656,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$358,367,683
Revenue Not Reported on Financial Statements
$1,662,379
Revenue Not Reported on Form 990
$72,867,849
Total Revenue per Audited Statements
$431,235,532
Total Revenue per Form 990
$360,030,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,748,300
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---$290,625,391
Fees for Services Management---$7,505,377
Fees for Services Other---$2,049,644
Fees for Service Investment Mgmnt Fees---$1,662,379
Fees for Services Accounting---$536,010
Office Expenses---$344,099
Fees for Services Legal---$328,362
Insurance---$152,432
Other Expenses---$136,320
Conferences and Meetings---$33,677
Total Functional Expenses$0$0$0$303,373,691

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$303,373,691
Expenses per Audited Statements$299,451,211
Total Expenses per Audited Statements$299,451,211
Expenses Not Reported on Financial Statements$3,922,480
Other Expense Adjustments$2,260,101
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$21,954,300
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 trust has contracted with lipman insurance administrators to provide administrative services for the organization.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committees with authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to each member of the governing body for review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“At 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.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict-of-interest policy and financial statements available to participants upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, lipman insurance administrators.”

Filing and Contact Details

Filer

Filer Name
Teamsters Benefit Trust
EIN
94-2848389
Phone
5107964676
Address
POST OFFICE BOX 5820, FREMONT, CA 94537

Signing Officer

Name
Keith Fleming
Title
Trustee
Phone
5107964676
Signed
2022-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Fleming
Formed
1982
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Withumsmithbrown Pc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 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.”

FORM 990, PART V, LINE 2A:

“The plan does not have employees. However, certain participants of the plan received a form w-2 for taxable domestic partner benefits.”

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 september 30, 2021, 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 2018.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 477 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt131
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAID BY RELATED ORGANIZATIONS
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IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt042440317
IRS990/GrossReceiptsAmt0385227503
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012323057
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO PLAN PARTICIPANTS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/PYContributionsGrantsAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt056656371
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0606981003
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010710401
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01662379
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IRS990ScheduleD/OtherExpensesNotIncludedAmt02260101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021954300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0183496419
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt112898701
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED LIABILITY COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt072867849
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01662379
IRS990ScheduleD/RevenueSubtotalAmt0358367683
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2021, 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0196395120
IRS990ScheduleD/TotalExpensesPerForm990Amt0303373691
IRS990ScheduleD/TotalLiabilityAmt021954300
IRS990ScheduleD/TotalRevenuePerForm990Amt0360030062
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0431235532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0299451211
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH LIPMAN INSURANCE ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT 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/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, LIPMAN INSURANCE ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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/SupplementalInformationDetail/ExplanationTxt7THE PLAN DOES NOT HAVE EMPLOYEES. HOWEVER, CERTAIN PARTICIPANTS OF THE PLAN RECEIVED A FORM W-2 FOR TAXABLE DOMESTIC PARTNER BENEFITS.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART V, LINE 2A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE EXPLANATION AT PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VARIOUS
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2021, THERE ARE APPROXIMATELY 265 CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS, 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. AAK USA RICHMOND CORP ABERCROMBIE PIPELINE SERVICES, LLC ABF FREIGHT SYSTEM, INC ACTION SWEEPING SERVICES, INC ADVANCED CONCRETE AIR CONDITIONING CO, INC ALL MODULAR SYSTEMS ALLIANCE GRAPHICS/MECA ALLIANCE READY MIX, INC ALLIED WASTE/SHOP LABORER ALPHA PRESS, INC. ALSCO ANDREINI BROTHERS, INC. APRO INTERNATIONAL ARAMARK UNIFORM SERV(517) ARB - LOCAL 431 ARGONAUT CONSTRUCTORS B K MILL & FIXTURE BAKEMARK USA LLC BAUMAN LANDSCAPE, INC. BAY AREA PAVING CO. BAY CITIES PAVING & GRADI BAY CITIES REFUSE SERVICE BAY COUNTIES WASTE SERV BAY VIEW REFUSE & RECYCLI BERONIO LUMBER CO BFI NEWBY ISLAND REC. BFI-OX MOUNTAIN LANDFILL BLACK POINT PRODUCTIONS BUBBA'S WATER TRUCK SERVICE, INC C.F. ARCHIBALD PAVING, IN CALIF LABOR FED, AFL-CIO CALIF WASTE SOL-CLERICAL CALIFORNIA TRADE BINDERY CALMAT CO DBA SHAMROCK CARONE & COMPANY, INC CARPENTER RIGGING LO2785 CEMEX - DRIVERS - LO 150 CEMEX USA SHARED SERVICES CEN CAL SERVICES CENTRAL CONCRETE SUPPLY C CERUTTI& SONS TRANSPORT CHALLENGE DAIRY PRODUCTS CHANNEL LUMBER CO CHAUFFEURS, TMSTRS & HELP CHUCK MACK AND ASSOCIATE CITY OF YAKIMA POLICE CONCEPT SERVICES, INC. CONCORD DISPOSAL SERVICE CONSOLIDATED PRINTING CO CONTRA COSTA BUILDING CT COUNTRY HEARTS TOO TRUCKING CURTIN CONVENTION CURTIN THEATRICAL MOV-SR- CZARNOWSKI EXHIBIT D.A.V.E. TRUCKING& SWEEP DALY CITY SCAVENGER CO, I DARLING INTERNATIONAL, IN DELTA SAND GRAVEL & RECYCLING, INC DHL LOCAL 287- H&W DINWIDDIE CONSTRUCTION CO DONALD MIRANDA TRUCKING, INC DRAGADOS FLAT IRON JV DRILL TECH DRILLING & SHORING, INC. DUMBARTON QUARRY ASSOCIAT EAGLE DISTRIBUTION EARLE M JORGENSEN CO EAST BAY FORKLIFT EAST BAY RESTAURANT SUPPL EAST BAY SANITARY COMPANY ECONOMY LUMBER CO EMPLOYCO SERVICES, INC ENGEL AND GRAY, INC. EVENT PRODUCTIONS, INC FERMA CORPORATION FERMA GREENBOX, INC. FLOYD JOHNSTON CONST. CO. FOREFRONT DEEP FOUNDATIONS FOSTER FARMS - HAYWARD FOUR M CONTRACTING, INC. FREEMAN EXPOSITIONS,LLC FREMONT UNIVERSAL TRANS G & J HEAVY HAUL G. BORTOLOTTO & COMPANY GALLO SALES COMPANY GARDEN CITY SAN-CLERICAL GES, INC GHILOTTI BROTHERS, INC GHILOTTI CONSTRUCTION CO GILLIG CORPORATION GILLIS & LANE, INC GLOBE - BAY AREA FORKLIFT GOLDEN GATE APPAREL ASSOC GOLDEN GATE DISPOS & RECY GOODFELLOW BROS. CA,LLC. GOODLAND LANDSCAPE CONSTRUCTION INC GRANITE CONSTRUCTION CO GRANITE ROCK BERRYESSA853 GREEN TEAM OF SAN JOSE GREIF BROTHERS CORP GRIFFITH COMPANY GUITTARD CHOCOLATE COMPANY HALF MOON BAY GRADING & P HANSON AGGREGATES MID-PAC HAROLD SMITH & SONS, INC HENKELS & MCCOY, INC HILL BROTHERS CHEMICAL CO IBT - ACTIVES IEDA (ACTIVES) IN TERMINAL SERV (GATE) INSIGHT EXHIBITS INTERSTATE GRADING & PAVI IOX, LLC J & M, INC. J F C INTERNATIONAL, INC JBS BAKESERVICE JERRY THOMPSON & SONS KATCH ENVIRONMENTAL KIEWIT INFRA WEST CO. KNIFE RIVER CONSTRUCTION KODIAK TRUCKING, INC LARSEN BROS, INC LAWSON DRAYAGE, INC LIPMAN INSURANCE ADMIN/NB LITHOTYPE COMPANY, INC. LUND CONSTRUCTION MAGGIORA & GHILOTTI INC MARIN SANITARY SERVICE MATERIAL RECOVERY SYSTEMS MATHESON TRI-GAS MAXUM EXPO SERVICES MCGUIRE AND HESTER MICHELS PACIFIC ENERGY MICHELS PIPELINE CONSTR MISSION TRAIL WASTE SYSTE MON ROC ADMINISTRATORS MONDELEZ MONTEREY MECHANICAL CO. MOUNTAIN CASCADE INC. NAPA RECYCL
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$647,016,311
Liabilities
$40,035,308
Net assets
$606,981,003
Revenue
$360,030,062
Expenses
$303,373,691
Net income
$56,656,371
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