Civic Intelligence

Teamsters Benefit Trust

990 • Fiscal year 2022 • EIN 94-2848389

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 04, 2023

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

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

57th percentile

0.11x

Higher debt load relative to revenue than 57% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

63rd percentile

-3.8%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

2.1%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$622,468,881

Down $24,547,430 (-3.8%) from 2021

Net Assets

Down

$582,000,378

Down $24,980,625 (-4.1%) from 2021

Liabilities

Up

$40,468,503

Up $433,195 (+1.1%) from 2021

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Up

$367,435,023

Up $7,404,961 (+2.1%) from 2021

Expenses

Down

$300,123,102

Down $3,250,589 (-1.1%) from 2021

Net Income

Up

$67,311,921

Up $10,655,550 (+19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$622,468,881
Liabilities$40,468,503
Net Assets$582,000,378
Open 2022 Filing

Operations Trend

Revenue Growth62nd 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

2022

Revenue$367,435,023
Expenses$300,123,102
Net Income$67,311,921
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 4, 2023
Return Version
2021v4.2
Gross Receipts
$367,435,023
Mission and Program Overview

Mission

To provide health and welfare benefits to plan participants.

To provide health and welfare benefits to multiemployer plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$606,981,003$582,000,378▼ $24,980,625
Investments in Publicly Traded Securities$404,230,002$384,707,706▼ $19,522,296
Investments Other Securities$196,395,120$182,690,375▼ $13,704,745
Accounts Receivable$30,822,817$39,582,204▲ $8,759,387
Savings and Temporary Cash Investments$15,335,856$11,266,209▼ $4,069,647
Cash and Non-Interest-Bearing Accounts$-984,372$2,804,262▲ $3,788,634
Prepaid Expenses and Deferred Charges$755,688$956,925▲ $201,237
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$647,016,311$622,468,881▼ $24,547,430
Other Assets Total$461,200$461,200→ $0
Liabilities
Other Liabilities$21,954,300$20,557,400▼ $1,396,900
Accounts Payable and Accrued Expenses$18,052,395$19,887,913▲ $1,835,518
Deferred Revenue$28,613$23,190▼ $5,423
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$40,035,308$40,468,503▲ $433,195
Net Assets / Fund Balance
Total Net Assets Fund Balance$606,981,003$582,000,378▼ $24,980,625
Total Liabilities and Net Assets / Fund Balance$647,016,311$622,468,881▼ $24,547,430

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,192,920--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Alberto RuizTrustee
Bill RossiTrustee
Carlos BorbaTrustee
Dennis HartTrustee
Gerald ColemanTrustee
Jesse CasqueiroTrustee
John BouchardTrustee
Keith FlemingTrustee
Richard JordanTrustee
Richard MurphyTrustee
Ron ParedesTrustee
William AlbaneseTrustee
Mike CarnefixTrustee - TERM. 1.31.2022
Rome AloiseTrustee - TERM. 1.31.2022
Bill Hoyttrustee - TERM. 8.10.2021
See Schedule O for CompensationPaid by Related Organization

Highest Paid Contractors

ContractorServicesLocationCompensation
Lipman Insurance Administrators InAdministrator39420 LIBERTY STREET SUITE 260, Fremont, CA 94538$7,567,873
Anthem Blue CrossAdministrative11030 white rock road, rancho cordova, CA 95670$809,271
Lindquist LLPAudit Services5000 Executive Parkway Suite 400, San Ramon, CA 94583$507,703
Beeson Tayer BodineLegal ServicesROss House 483 Ninth St 2nd Floor, OAKLANd, CA 94607$377,075
Rael LetsonConsulting2929 CAMPUS DRIVE SUITE 400, San Mateo, CA 94403$255,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$349,092,236
Investment Income
$14,302,977
Other Revenue
$4,039,810
Change in Net Assets
$67,311,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$365,611,271
Revenue Not Reported on Financial Statements
$1,823,752
Revenue Not Reported on Form 990
$-92,292,546
Total Revenue per Audited Statements
$273,318,725
Total Revenue per Form 990
$367,435,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,411,258
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---$286,711,844
Fees for Services Management---$7,825,680
Fees for Services Other---$2,230,397
Fees for Service Investment Mgmnt Fees---$1,823,752
Fees for Services Accounting---$559,419
Office Expenses---$417,651
Fees for Services Legal---$309,933
Insurance---$207,445
Conferences and Meetings---$28,729
Other Expenses---$8,252
Total Functional Expenses$0$0$0$300,123,102

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$300,123,102
Expenses per Audited Statements$297,857,067
Total Expenses per Audited Statements$297,857,067
Expenses Not Reported on Financial Statements$2,266,035
Other Expense Adjustments$442,283
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
Accumulated Eligibility Credits$20,557,400
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
In Care Of
% TITAN INSURANCE ADMINISTRATO
Phone
5107964676
Address
POST OFFICE BOX 5820, FREMONT, CA 94537

Signing Officer

Name
Keith Fleming
Title
Trustee
Phone
9252779100
Signed
2023-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Fleming
Formed
1982
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard Ruvelson
Phone
3012726000
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 XII, LINE 4B - OTHER ADJUSTMENTS:

“change in benefit obligations”

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, 2022, 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.”

Raw XML AppendixShowing 400 of 579 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/PersonNm1Rome Aloise
IRS990/Form990PartVIISectionAGrp/PersonNm2Keith Fleming
IRS990/Form990PartVIISectionAGrp/PersonNm3John Bouchard
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm5Dennis Hart
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm7Bill Rossi
IRS990/Form990PartVIISectionAGrp/PersonNm8Bill Hoyt
IRS990/Form990PartVIISectionAGrp/PersonNm9Ron Paredes
IRS990/Form990PartVIISectionAGrp/PersonNm10Mike Carnefix
IRS990/Form990PartVIISectionAGrp/PersonNm11Carlos Borba
IRS990/Form990PartVIISectionAGrp/PersonNm12Alberto Ruiz
IRS990/Form990PartVIISectionAGrp/PersonNm13JESSE CASQUEIRO
IRS990/Form990PartVIISectionAGrp/PersonNm14GERALD COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15SEE SCHEDULE O FOR COMPENSATION
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee - TERM. 1.31.2022
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8trustee - TERM. 8.10.2021
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee - TERM. 1.31.2022
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAID BY RELATED ORGANIZATION
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Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$622,468,881
Liabilities
$40,468,503
Net assets
$582,000,378
Revenue
$367,435,023
Expenses
$300,123,102
Net income
$67,311,921
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