Civic Intelligence

Electrical Workers Health and Welfare Trust Fund for San Francisco

EIN 94-6061762 • 501(c)9 • San Francisco, CA

View Organization Page

Profile

To provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.

720 Market St Ste 700San Francisco, CA 94102

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.25x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.40x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

18th percentile

-6.7%

Higher net margin than 18% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

4.0%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$86,710,225

Up $591,461 (+0.7%) from 2024

Liabilities

Up

$21,723,003

Up $2,325,117 (+12%) from 2024

Net Assets

Down

$64,987,222

Down $1,733,656 (-2.6%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin18th percentile

Revenue

Up

$53,777,337

Up $2,045,523 (+4.0%) from 2024

Expenses

Up

$57,391,081

Up $3,968,000 (+7.4%) from 2024

Net Income

Down

-$3,613,744

Down $1,922,477 (-114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$150M$100M$50M$0Assets 2011: $28,781,592Liabilities 2011: $8,684,531Net Assets 2011: $20,097,0612011Assets 2012: $26,614,940Liabilities 2012: $9,501,276Net Assets 2012: $17,113,6642012Assets 2013: $30,765,697Liabilities 2013: $11,411,563Net Assets 2013: $19,354,1342013Assets 2014: $35,834,352Liabilities 2014: $15,916,556Net Assets 2014: $19,917,7962014Assets 2015: $41,348,824Liabilities 2015: $17,001,083Net Assets 2015: $24,347,7412015Assets 2016: $44,891,673Liabilities 2016: $17,808,046Net Assets 2016: $27,083,6272016Assets 2017: $52,870,751Liabilities 2017: $19,859,117Net Assets 2017: $33,011,6342017Assets 2018: $64,133,685Liabilities 2018: $24,828,263Net Assets 2018: $39,305,4222018Assets 2019: $73,028,392Liabilities 2019: $26,813,391Net Assets 2019: $46,215,0012019Assets 2020: $92,365,396Liabilities 2020: $26,967,699Net Assets 2020: $65,397,6972020Assets 2021: $101,765,600Liabilities 2021: $26,520,992Net Assets 2021: $75,244,6082021Assets 2022: $101,740,447Liabilities 2022: $24,348,807Net Assets 2022: $77,391,6402022Assets 2023: $89,988,963Liabilities 2023: $20,974,865Net Assets 2023: $69,014,0982023Assets 2024: $86,118,764Liabilities 2024: $19,397,886Net Assets 2024: $66,720,8782024Assets 2025: $86,710,225Liabilities 2025: $21,723,003Net Assets 2025: $64,987,2222025

Highlighted filing

2025

Assets$86,710,225
Liabilities$21,723,003
Net Assets$64,987,222
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2011: $23,423,4092011Expenses 2012: $27,046,0622012Expenses 2013: $30,166,8082013Revenue 2014: $36,302,117Expenses 2014: $36,713,517Net Income 2014: -$411,4002014Revenue 2015: $40,818,169Expenses 2015: $36,511,660Net Income 2015: $4,306,5092015Revenue 2016: $44,300,280Expenses 2016: $38,934,895Net Income 2016: $5,365,3852016Revenue 2017: $44,366,738Expenses 2017: $40,670,458Net Income 2017: $3,696,2802017Revenue 2018: $51,475,549Expenses 2018: $47,454,234Net Income 2018: $4,021,3152018Revenue 2019: $59,261,245Expenses 2019: $49,383,517Net Income 2019: $9,877,7282019Revenue 2020: $66,865,495Expenses 2020: $50,585,629Net Income 2020: $16,279,8662020Revenue 2021: $54,438,246Expenses 2021: $47,050,748Net Income 2021: $7,387,4982021Revenue 2022: $49,849,455Expenses 2022: $47,914,309Net Income 2022: $1,935,1462022Revenue 2023: $45,396,242Expenses 2023: $48,973,369Net Income 2023: -$3,577,1272023Revenue 2024: $51,731,814Expenses 2024: $53,423,081Net Income 2024: -$1,691,2672024Revenue 2025: $53,777,337Expenses 2025: $57,391,081Net Income 2025: -$3,613,7442025

Highlighted filing

2025

Revenue$53,777,337
Expenses$57,391,081
Net Income-$3,613,744
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,710,225
Liabilities
$21,723,003
Net assets
$64,987,222
Revenue
$53,777,337
Expenses
$57,391,081
Net income
-$3,613,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$86.7$21.7$65.0$53.8$57.4$3.61
2024Detailed filing. Detailed filing data is available for this year.$86.1$19.4$66.7$51.7$53.4$1.69
2023Detailed filing. Detailed filing data is available for this year.$90.0$21.0$69.0$45.4$49.0$3.58
2022Detailed filing. Detailed filing data is available for this year.$102$24.3$77.4$49.8$47.9$1.94
2021Detailed filing. Detailed filing data is available for this year.$102$26.5$75.2$54.4$47.1$7.39
2020Detailed filing. Detailed filing data is available for this year.$92.4$27.0$65.4$66.9$50.6$16.3
2019Detailed filing. Detailed filing data is available for this year.$73.0$26.8$46.2$59.3$49.4$9.88
2018Detailed filing. Detailed filing data is available for this year.$64.1$24.8$39.3$51.5$47.5$4.02
2017Detailed filing. Detailed filing data is available for this year.$52.9$19.9$33.0$44.4$40.7$3.70
2016Detailed filing. Detailed filing data is available for this year.$44.9$17.8$27.1$44.3$38.9$5.37
2015Detailed filing. Detailed filing data is available for this year.$41.3$17.0$24.3$40.8$36.5$4.31
2014Detailed filing. Detailed filing data is available for this year.$35.8$15.9$19.9$36.3$36.7$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$11.4$19.4$30.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$9.50$17.1$27.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$8.68$20.1$23.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Gross Receipts
$72,578,361
Mission and Program Overview

Mission

To provide insurance coverage to participants and family members from contributions paid by employers in accordance with plan provisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,720,878$64,987,222▼ $1,733,656
Investments in Publicly Traded Securities$64,652,537$64,548,456▼ $104,081
Investments Other Securities$8,200,860$8,716,554▲ $515,694
Cash and Non-Interest-Bearing Accounts$6,837,407$6,737,730▼ $99,677
Accounts Receivable$4,949,029$4,442,481▼ $506,548
Savings and Temporary Cash Investments$883,446$1,650,296▲ $766,850
Prepaid Expenses and Deferred Charges$595,485$614,708▲ $19,223
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$86,118,764$86,710,225▲ $591,461
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$18,657,072$20,717,922▲ $2,060,850
Accounts Payable and Accrued Expenses$740,814$1,005,081▲ $264,267
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$19,397,886$21,723,003▲ $2,325,117
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,720,878$64,987,222▼ $1,733,656
Total Liabilities and Net Assets / Fund Balance$86,118,764$86,710,225▲ $591,461

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,716,554--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Brendan GreeneTrustee
Carlos SalazarTrustee
Dan VoglTrustee
James ReedTrustee
John DohertyTrustee
Jose AlmanzaTrustee
Justin SaroyanTrustee
Leonard LynchTrustee
Russell Au YeungTrustee
Tom ColemanTrustee (termed)

Highest Paid Contractors

ContractorServicesLocationCompensation
California Physicians ServiceClaims Admin50 BEALE ST, San Francisco, CA 94105$336,629
NwpsConsultant4025 Delridge Way Ste 250, Seattle, WA 98106$256,751
Delta DentalDental Plan Admin12898 TOWNE CTR DR, Cerritos, CA 90703$244,213
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$49,597,682
Investment Income
$4,179,655
Other Revenue
$0
Change in Net Assets
$-3,613,744

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,777,337
Revenue Not Reported on Form 990
$1,880,088
Total Revenue per Audited Statements
$55,657,425
Total Revenue per Form 990
$53,777,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,233,868
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---$55,157,213
Fees for Services Management---$1,469,435
Fees for Services Other---$256,751
Fees for Service Investment Mgmnt Fees---$209,739
Other Expenses---$69,112
Office Expenses---$59,937
Fees for Services Accounting---$52,200
Fees for Services Legal---$51,524
Insurance---$44,963
Conferences and Meetings---$20,207
Total Functional Expenses$0$0$0$57,391,081

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$57,391,081
Expenses per Audited Statements$55,330,231
Total Expenses per Audited Statements$55,330,231
Expenses Not Reported on Financial Statements$2,060,850
Other Expense Adjustments$2,060,850
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
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
Benefit Obligations$20,717,922
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8B:

“The plan does not have any committee to act on behalf of the governing body.”

PART VI, LINE 11A:

“Form 990 was reviewed by the plan manager and controller prior to filing. Any unusual items are brought to the board of trustees attention.”

PART VI, LINE 12C:

“The board of trustees and all professionals are aware of the conflict of interest policy and are to contact legal counsel if any potential conflicts arise.”

PART VI, LINE 19:

“The governing documents, conflict of interest policy and financial statements are available at the plan office upon request.”

PART VII, SECTION A:

“Trustees are not compensated by the plan. Compensation paid to trustees employed by related organizations is reported on the related organization's annual tax filings.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Health and Welfare
EIN
94-6061762
In Care Of
% ROBERT BUCEY
Phone
4152633670
Address
720 MARKET ST STE 700, SAN FRANCISCO, CA 94102

Signing Officer

Name
John Doherty
Title
Chairman
Phone
4152633670
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Doherty
Formed
1953
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 4b: change in benefit obligations.”

Raw XML AppendixShowing 400 of 493 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0740814
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01005081
IRS990/AccountsReceivableGrp/BOYAmt04949029
IRS990/AccountsReceivableGrp/EOYAmt04442481
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt055157213
IRS990/BooksInCareOfDetail/PersonNm0ROBERT BUCEY
IRS990/BooksInCareOfDetail/PhoneNum04152633670
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 MARKET ST STE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06837407
IRS990/CashNonInterestBearingGrp/EOYAmt06737730
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt020207
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0244213
IRS990/ContractorCompensationGrp/CompensationAmt1256751
IRS990/ContractorCompensationGrp/CompensationAmt2336629
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt012898 TOWNE CTR DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14025 Delridge Way Ste 250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt250 BEALE ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CERRITOS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090703
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd198106
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294105
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0DELTA DENTAL
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1NWPS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2CALIFORNIA PHYSICIANS SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc0DENTAL PLAN ADMIN
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS ADMIN
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt055157213
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04179655
IRS990/CYOtherExpensesAmt02233868
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt049597682
IRS990/CYRevenuesLessExpensesAmt0-3613744
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt057391081
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053777337
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt052200
IRS990/FeesForServicesLegalGrp/TotalAmt051524
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01469435
IRS990/FeesForServicesOtherGrp/TotalAmt0256751
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0209739
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0LEONARD LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES REED
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSE ALMANZA
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN VOGL
IRS990/Form990PartVIISectionAGrp/PersonNm5CARLOS SALAZAR
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSSELL AU YEUNG
IRS990/Form990PartVIISectionAGrp/PersonNm7JUSTIN SAROYAN
IRS990/Form990PartVIISectionAGrp/PersonNm8BRENDAN GREENE
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM COLEMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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 (TERMED)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01148767
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019949791
IRS990/GrossReceiptsAmt072578361
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt044963
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03030888
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03030888
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08200860
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08716554
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt064652537
IRS990/InvestmentsPubTradedSecGrp/EOYAmt064548456
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018801024
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt066720878
IRS990/NetAssetsOrFundBalancesEOYAmt064987222
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01148767
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01148767
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01880088
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt059937
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LTD TAXES
IRS990/OtherExpensesGrp/TotalAmt069112
IRS990/OtherLiabilitiesGrp/BOYAmt018657072
IRS990/OtherLiabilitiesGrp/EOYAmt020717922
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0595485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0614708
IRS990/PrincipalOfficerNm0JOHN DOHERTY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1DIRECT PAYMENT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043460590
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16137092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043460590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16137092
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt051357056
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04621561
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02066025
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt047110253
IRS990/PYRevenuesLessExpensesAmt0-1691267
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt053423081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt051731814
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3613744
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066720878
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt064987222
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0883446
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01650296
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02060850
IRS990ScheduleD/ExpensesSubtotalAmt055330231
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01880088
IRS990ScheduleD/OtherExpensesNotIncludedAmt02060850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020717922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08716554
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01880088
IRS990ScheduleD/RevenueSubtotalAmt053777337
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueSecuritiesAmt08716554
IRS990ScheduleD/TotalExpensesPerForm990Amt057391081
IRS990ScheduleD/TotalLiabilityAmt020717922
IRS990ScheduleD/TotalRevenuePerForm990Amt053777337
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt055657425
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt055330231
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE ANY COMMITTEE TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE PLAN MANAGER AND CONTROLLER PRIOR TO FILING. ANY UNUSUAL ITEMS ARE BROUGHT TO THE BOARD OF TRUSTEES ATTENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY RELATED ORGANIZATIONS IS REPORTED ON THE RELATED ORGANIZATION'S ANNUAL TAX FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EISB Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941541240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0720 MARKET ST STE 700
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.