Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
EIN 94-3155322 • 501(c)9 • Dublin, CA
Profile
Provide disability, long-term care, life and ad&d benefits to members and other qualified participants.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
53rd percentile
Higher top officer pay than 53% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Assets
Down$3,644,922
Down $307,209 (-7.8%) from 2023
Liabilities
Up$241,086
Up $138,126 (+134%) from 2023
Net Assets
Down$3,403,836
Down $445,335 (-12%) from 2023
Revenue
Down$3,466,825
Down $344,660 (-9.0%) from 2023
Expenses
Down$3,340,373
Down $159,069 (-4.5%) from 2023
Net Income
Down$126,452
Down $185,591 (-59%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
Provide disability, long-term care, life, ad&d and critical illness benefits to members and qualified participants
Provide disability, long-term care, life, ad&d and critical illness benefits.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $3,849,171 | $3,403,836 | ▼ $445,335 |
| Investments in Publicly Traded Securities | - | $2,781,724 | - |
| Accounts Receivable | $397,250 | $396,418 | ▼ $832 |
| Cash and Non-Interest-Bearing Accounts | $3,058,734 | $390,377 | ▼ $2,668,357 |
| Prepaid Expenses and Deferred Charges | $98,878 | $4,068 | ▼ $94,810 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $3,952,131 | $3,644,922 | ▼ $307,209 |
| Other Assets Total | $397,269 | $72,335 | ▼ $324,934 |
| Liabilities | |||
| Other Liabilities | $0 | $217,615 | ▲ $217,615 |
| Deferred Revenue | $23,979 | - | - |
| Accounts Payable and Accrued Expenses | $78,981 | $23,471 | ▼ $55,510 |
| Total Liabilities | $102,960 | $241,086 | ▲ $138,126 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,849,171 | $3,403,836 | ▼ $445,335 |
| Total Liabilities and Net Assets / Fund Balance | $3,952,131 | $3,644,922 | ▼ $307,209 |
| Name | Title |
|---|---|
| Catherine Kennedy | Trustee |
| Diane Mcclure | Trustee |
| Mathew Boyer | Trustee |
| Michelle Grisat | Trustee |
| Wendy Larkin | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Health Services & Benefit Administrators | Administrator | 4160 DUBLIN BLVD STE 100, Dublin, CA 94568 | $252,014 |
| Line Item | Amount |
|---|---|
| Other Expenses | $305,661 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $3,034,712 | - | - | $3,034,712 |
| Fees for Services Management | $252,014 | - | - | $252,014 |
| Fees for Service Investment Mgmnt Fees | $13,967 | - | - | $13,967 |
| Fees for Services Accounting | $12,000 | - | - | $12,000 |
| Office Expenses | $6,869 | - | - | $6,869 |
| Insurance | $6,781 | - | - | $6,781 |
| Other Expenses | $6,680 | - | - | $6,680 |
| Total Functional Expenses | $3,340,373 | $0 | $0 | $3,340,373 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $3,365,888 |
| Total Expenses per Audited Statements | $3,365,888 |
| Total Expenses per Form 990 | $3,340,373 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-25,515 |
| Other Expense Adjustments | $-39,482 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Refunds Due to Participants | $217,615 |
“The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.”
“There are no committees with authority to act on behalf of the governing body.”
“A copy of Form 990 was presented to the trustees for review and signatures.”
“Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.”
“The organization makes its governing document, conflict of interest policy, and financial statements available to the public upon request, and via the Department of Labor website.”
“Catherine kennedy - 155 grand ave 2nd floor, oakland, ca 94612. Mathew boyer - 155 grand ave 2nd floor, oakland, ca 94612. Michelle grisat - 155 grand ave 2nd floor, oakland, ca 94612. Diane mcclure - 155 grand ave 2nd floor, oakland, ca 94612. Wendy larkin - 155 grand ave 2nd floor, oakland, ca 94612.”
“Prior year audit was incomplete at the time of filing the March 31, 2023 filing. Subsequently, the audit has been completed.”
“Change in premiums receivable -39,482.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 78981 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 23471 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 397250 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 396418 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 3034712 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3034712 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES & BENEFIT ADMINISTRATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9258337300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD SUITE 100 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DUBLIN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94568 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3058734 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 390377 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 252014 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD STE 100 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | DUBLIN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 94568 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES & BENEFIT ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3034712 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 81903 |
| IRS990/CYOtherExpensesAmt | 0 | 305661 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3384922 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 126452 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3340373 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3466825 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 23979 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PROVIDED BENEFITS TO ACTIVE NURSES REPRESENTED BY THE CALIFORNIA NURSE ASSOCIATION WHO ARE REGULARLY SCHEDULED TO WORK AT LEAST 20 HOURS PER WEEK AND TO THE EMPLOYEES OF THE CALIFORNIA NURSES ASSOCIATION WHO ARE ELIGIBLE TO PARTICIPATE. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3340373 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 12000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12000 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 252014 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 252014 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 13967 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13967 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CATHERINE KENNEDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MATHEW BOYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHELLE GRISAT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DIANE MCCLURE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WENDY LARKIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 3466825 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 6781 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6781 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 81903 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 81903 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2781724 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS TO MEMBERS AND QUALIFIED PARTICIPANTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3849171 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3403836 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 82580 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 6869 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6869 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 397269 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 72335 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 1 | ENROLLMENT EXPENSE |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 7350 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 6680 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 7350 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6680 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 217615 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 98878 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4068 |
| IRS990/PrincipalOfficerNm | 0 | MICHELLE GRISAT |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -654367 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3285839 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 99083 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3285839 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 99083 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3130943 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 52683 |
| IRS990/PYOtherExpensesAmt | 0 | 368499 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3758802 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 312043 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 3499442 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3811485 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 126452 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3849171 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3403836 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -25515 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3365888 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 13967 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 13967 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 82580 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -39482 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 217615 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | REFUNDS DUE TO PARTICIPANTS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 82580 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 13967 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3452858 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN PREMIUMS RECEIVABLE -39,482. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3340373 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 217615 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3466825 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3535438 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 3365888 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Trustees have contracted with a third party administrator to perform the everyday administration of the fund. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | There are no committees with authority to act on behalf of the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A copy of Form 990 was presented to the trustees for review and signatures. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The organization makes its governing document, conflict of interest policy, and financial statements available to the public upon request, and via the Department of Labor website. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CATHERINE KENNEDY - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MATHEW BOYER - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MICHELLE GRISAT - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. DIANE MCCLURE - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. WENDY LARKIN - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Prior year audit was incomplete at the time of filing the March 31, 2023 filing. Subsequently, the audit has been completed. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VII Contact Addresses for Officers, Directors, Etc |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part XII, Line 2c: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 940362060 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | LABOR ORGANIZATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CALIFORNIA NURSES ASSOCIATIONS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 155 GRAND AVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | OAKLAND |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 94612 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 3952131 |
| IRS990/TotalAssetsEOYAmt | 0 | 3644922 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3952131 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3644922 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3340373 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3340373 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 102960 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 241086 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 102960 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 241086 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3849171 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3403836 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3340373 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3384922 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 81903 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3384922 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3466825 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3952131 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3644922 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/USAddress/AddressLine1Txt | 0 | 155 GRAND AVENUE |
| IRS990/USAddress/CityNm | 0 | OAKLAND |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94612 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHELLE GRISAT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9258337300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CALIFORNIA NURSES ASSOCIATION BENEFIT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CALI |
| ReturnHeader/Filer/EIN | 0 | 943155322 |
| ReturnHeader/Filer/PhoneNum | 0 | 9258337300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD 100 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DUBLIN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94568 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 542189926 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Henningfield & Associates Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 28296 Constellation Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Valencia |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91355 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6612953363 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RANDY D HENNINGFIELD |
| ReturnHeader/ReturnTs | 0 | 2026-02-17T17:47:13-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-03-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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