Civic Intelligence

Bay Area Delivery

EIN 94-6072965 • 501(c)9 • Dublin, CA

View Organization Page

Profile

Provide health and welfare benefits for eligible participants and their dependents.

4160 Dublin Blvd Suite 100Dublin, CA 94568

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.39x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.18x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-3.7%

Faster revenue growth than 20% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$21,994,264

Down $3,300,806 (-13%) from 2023

Liabilities

Up

$8,658,360

Up $1,431,806 (+20%) from 2023

Net Assets

Down

$13,335,904

Down $4,732,612 (-26%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin14th percentile

Revenue

Down

$48,243,336

Down $1,840,247 (-3.7%) from 2023

Expenses

Up

$53,870,552

Up $4,210,612 (+8.5%) from 2023

Net Income

Down

-$5,627,216

Down $6,050,859 (-1428%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,829,066Liabilities 2011: $5,043,851Net Assets 2011: $4,785,2152011Assets 2012: $13,025,716Liabilities 2012: $5,996,509Net Assets 2012: $7,029,2072012Assets 2013: $15,357,345Liabilities 2013: $6,138,342Net Assets 2013: $9,219,0032013Assets 2014: $17,245,297Liabilities 2014: $6,050,019Net Assets 2014: $11,195,2782014Assets 2015: $19,124,937Liabilities 2015: $6,754,544Net Assets 2015: $12,370,3932015Assets 2016: $22,016,276Liabilities 2016: $6,635,711Net Assets 2016: $15,380,5652016Assets 2017: $22,565,060Liabilities 2017: $8,368,643Net Assets 2017: $14,196,4172017Assets 2018: $25,031,904Liabilities 2018: $8,125,997Net Assets 2018: $16,905,9072018Assets 2019: $26,421,494Liabilities 2019: $9,864,395Net Assets 2019: $16,557,0992019Assets 2020: $25,694,960Liabilities 2020: $6,093,638Net Assets 2020: $19,601,3222020Assets 2021: $36,970,392Liabilities 2021: $15,042,806Net Assets 2021: $21,927,5862021Assets 2022: $25,556,396Liabilities 2022: $7,688,049Net Assets 2022: $17,868,3472022Assets 2023: $25,295,070Liabilities 2023: $7,226,554Net Assets 2023: $18,068,5162023Assets 2024: $21,994,264Liabilities 2024: $8,658,360Net Assets 2024: $13,335,9042024

Highlighted filing

2024

Assets$21,994,264
Liabilities$8,658,360
Net Assets$13,335,904
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $32,458,989Expenses 2011: $29,647,638Net Income 2011: $2,811,3512011Expenses 2012: $32,119,7632012Revenue 2013: $33,708,250Expenses 2013: $31,518,454Net Income 2013: $2,189,7962013Revenue 2014: $36,613,058Expenses 2014: $34,636,783Net Income 2014: $1,976,2752014Revenue 2015: $42,111,717Expenses 2015: $40,936,602Net Income 2015: $1,175,1152015Revenue 2016: $41,265,182Expenses 2016: $38,337,641Net Income 2016: $2,927,5412016Revenue 2017: $45,310,215Expenses 2017: $46,591,029Net Income 2017: -$1,280,8142017Revenue 2018: $46,987,501Expenses 2018: $44,081,797Net Income 2018: $2,905,7042018Revenue 2019: $46,719,860Expenses 2019: $47,561,585Net Income 2019: -$841,7252019Revenue 2020: $47,546,195Expenses 2020: $44,603,957Net Income 2020: $2,942,2382020Revenue 2021: $52,650,018Expenses 2021: $50,051,686Net Income 2021: $2,598,3322021Revenue 2022: $52,385,693Expenses 2022: $55,017,796Net Income 2022: -$2,632,1032022Revenue 2023: $50,083,583Expenses 2023: $49,659,940Net Income 2023: $423,6432023Revenue 2024: $48,243,336Expenses 2024: $53,870,552Net Income 2024: -$5,627,2162024

Highlighted filing

2024

Revenue$48,243,336
Expenses$53,870,552
Net Income-$5,627,216
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,994,264
Liabilities
$8,658,360
Net assets
$13,335,904
Revenue
$48,243,336
Expenses
$53,870,552
Net income
-$5,627,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$8.66$13.3$48.2$53.9$5.63
2023Detailed filing. Detailed filing data is available for this year.$25.3$7.23$18.1$50.1$49.7$0.42
2022Detailed filing. Detailed filing data is available for this year.$25.6$7.69$17.9$52.4$55.0$2.63
2021Detailed filing. Detailed filing data is available for this year.$37.0$15.0$21.9$52.7$50.1$2.60
2020Detailed filing. Detailed filing data is available for this year.$25.7$6.09$19.6$47.5$44.6$2.94
2019Detailed filing. Detailed filing data is available for this year.$26.4$9.86$16.6$46.7$47.6$0.84
2018Detailed filing. Detailed filing data is available for this year.$25.0$8.13$16.9$47.0$44.1$2.91
2017Detailed filing. Detailed filing data is available for this year.$22.6$8.37$14.2$45.3$46.6$1.28
2016Detailed filing. Detailed filing data is available for this year.$22.0$6.64$15.4$41.3$38.3$2.93
2015Detailed filing. Detailed filing data is available for this year.$19.1$6.75$12.4$42.1$40.9$1.18
2014Detailed filing. Detailed filing data is available for this year.$17.2$6.05$11.2$36.6$34.6$1.98
2013Summary only. Only limited summary data is available for this year.$15.4$6.14$9.22$33.7$31.5$2.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$6.00$7.03$32.1
2011Summary only. Only limited summary data is available for this year.$9.83$5.04$4.79$32.5$29.6$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 16, 2025
Return Version
2023v6.0
Gross Receipts
$52,850,181
Mission and Program Overview

Mission

Provide health and welfare benefits for eligible participants and their dependents.

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,068,516$13,335,904▼ $4,732,612
Investments in Publicly Traded Securities$12,999,414$12,697,984▼ $301,430
Accounts Receivable$6,101,519$5,624,690▼ $476,829
Savings and Temporary Cash Investments$3,563,899$2,650,222▼ $913,677
Cash and Non-Interest-Bearing Accounts$2,592,658$999,073▼ $1,593,585
Prepaid Expenses and Deferred Charges$37,580$22,295▼ $15,285
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 Other Securities$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$25,295,070$21,994,264▼ $3,300,806
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,964,000$8,284,000▲ $1,320,000
Accounts Payable and Accrued Expenses$262,554$374,360▲ $111,806
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$7,226,554$8,658,360▲ $1,431,806
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,068,516$13,335,904▼ $4,732,612
Total Liabilities and Net Assets / Fund Balance$25,295,070$21,994,264▼ $3,300,806
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Allen CheekTrustee
Jack BookterTrustee
Joseph CiliaTrustee
Leslie ReaTrusTEE
Richard RodriguezTrustee
frANK CADEMARTITrustee
See Sch O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Service benefit AdministraPlan Administrator4160 DUBLIN BLVD STE 100, Dublin, CA 94568$981,127
Blue Anthem Blue Cross Life HealtCost Containment700 broadway, Denver, CO 80273$398,129
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,126,832
Investment Income
$116,504
Other Revenue
$0
Change in Net Assets
$-5,627,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,165,774
Revenue Not Reported on Financial Statements
$77,562
Revenue Not Reported on Form 990
$894,604
Total Revenue per Audited Statements
$49,060,378
Total Revenue per Form 990
$48,243,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,035,297
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---$51,835,255
Fees for Services Management---$881,304
Fees for Services Other---$811,056
Office Expenses---$85,764
Fees for Service Investment Mgmnt Fees---$77,562
Fees for Services Legal---$73,994
Fees for Services Accounting---$51,101
Insurance---$38,404
Other Expenses---$11,670
Conferences and Meetings---$4,442
Total Functional Expenses$0$0$0$53,870,552

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$53,870,552
Expenses per Audited Statements$52,472,990
Total Expenses per Audited Statements$52,472,990
Expenses Not Reported on Financial Statements$1,397,562
Other Expense Adjustments$1,320,000
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
Claims Payable and Ibnr$5,256,000
Accumulated Eligibility Credits$2,956,000
Premiums Payable$72,000
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 plan has contracted with health services & benefit administrators inc. To provide administrative services for the organization.”

FORM 990, PART VI, SECTION A, LINE 8B:

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

FORM 990, PART VI, SECTION B, LINE 11B:

“A copy of the form 990 was provided to the board of trustees for review before it was filed. Review of the form 990 was conducted by the board prior to filing with the irs.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The members of the board of trustees disclose any conflicts when they are provided with the form 990, before it is filed. The policy is consistently monitored and enforced.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization does not make its governing documents, conflict-of-interest policy or financial statements available to the public. Upon request, the organization makes its governing documents, conflict-of interest policy and financial information available to the participants and contributing employers.”

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 form 990 filed with the internal revenue service by the related tax-exempt organization. For more information, contact the third-party administrator, health services & benefits administrators, inc.”

Filing and Contact Details

Filer

Filer Name
Bay Area Delivery Drivers
EIN
94-6072965
In Care Of
% HEALTH SVCS & BENEFIT ADMIN
Phone
9258337300
Address
4160 Dublin Blvd Suite 100, Dublin, CA 94568

Signing Officer

Name
Jack Bookter
Title
Trustee
Phone
9258337300
Signed
2025-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Bookter
Formed
1950
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a board of trustees that assumes the responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

“The plan's administrators have analyzed the tax positions taken by the plan and have concluded that, as of july 31, 2024 and 2023, 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.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Changes in benefit obligations $1,320,000”

Raw XML AppendixShowing 400 of 479 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/BOYAmt0262554
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0374360
IRS990/AccountsReceivableGrp/BOYAmt06101519
IRS990/AccountsReceivableGrp/EOYAmt05624690
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt051835255
IRS990/BooksInCareOfDetail/PersonNm0HEALTH SVCS BENEFIT ADMIN
IRS990/BooksInCareOfDetail/PhoneNum09258337300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04160 DUBLIN BLVD SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUBLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094568
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02592658
IRS990/CashNonInterestBearingGrp/EOYAmt0999073
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt04442
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0981127
IRS990/ContractorCompensationGrp/CompensationAmt1398129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04160 DUBLIN BLVD STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1700 broadway
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DUBLIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1DENVER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd180273
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Health Service benefit Administra
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1BLUE ANTHEM BLUE CROSS LIFE HEALT
IRS990/ContractorCompensationGrp/ServicesDesc0PLAN ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1COST CONTAINMENT
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt051835255
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0116504
IRS990/CYOtherExpensesAmt02035297
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt048126832
IRS990/CYRevenuesLessExpensesAmt0-5627216
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt053870552
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt048243336
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt051101
IRS990/FeesForServicesLegalGrp/TotalAmt073994
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0881304
IRS990/FeesForServicesOtherGrp/TotalAmt0811056
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt077562
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/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK BOOKTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH CILIA
IRS990/Form990PartVIISectionAGrp/PersonNm2frANK CADEMARTI
IRS990/Form990PartVIISectionAGrp/PersonNm3Richard Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm4ALLEN CHEEK
IRS990/Form990PartVIISectionAGrp/PersonNm5Leslie Rea
IRS990/Form990PartVIISectionAGrp/PersonNm6SEE SCH O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TrusTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-456015
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04150830
IRS990/GrossReceiptsAmt052850181
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt038404
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0572519
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0572519
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012999414
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012697984
IRS990/IRPDocumentCnt0613
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04606845
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt018068516
IRS990/NetAssetsOrFundBalancesEOYAmt013335904
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-456015
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-456015
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0894604
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt085764
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/TotalAmt011670
IRS990/OtherLiabilitiesGrp/BOYAmt06964000
IRS990/OtherLiabilitiesGrp/EOYAmt08284000
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/BOYAmt037580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022295
IRS990/PrincipalOfficerNm0JACK BOOKTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3REBATES AND REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc4MEDICARE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043026868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1913699
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22198840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31473860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4343916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043026868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1913699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22198840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31473860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4343916
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt047757253
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0163101
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01902687
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt049920482
IRS990/PYRevenuesLessExpensesAmt0423643
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt049659940
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050083583
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5627216
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018068516
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013335904
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03563899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02650222
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01397562
IRS990ScheduleD/ExpensesSubtotalAmt052472990
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt077562
IRS990ScheduleD/InvestmentExpensesNotIncldAmt077562
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0894604
IRS990ScheduleD/OtherExpensesNotIncludedAmt01320000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12956000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25256000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/RevenueNotReportedAmt0894604
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt077562
IRS990ScheduleD/RevenueSubtotalAmt048165774
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATORS HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAVE CONCLUDED THAT, AS OF JULY 31, 2024 AND 2023, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGES IN BENEFIT OBLIGATIONS $1,320,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt053870552
IRS990ScheduleD/TotalLiabilityAmt08284000
IRS990ScheduleD/TotalRevenuePerForm990Amt048243336
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049060378
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt052472990
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE BOARD OF TRUSTEES DISCLOSE ANY CONFLICTS WHEN THEY ARE PROVIDED WITH THE FORM 990, BEFORE IT IS FILED. THE POLICY IS CONSISTENTLY MONITORED AND ENFORCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS AND CONTRIBUTING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR MORE INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFITS ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
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:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RETAIL DELIVERY DRIVERS SALESMEN & HELPE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940801849
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01440 Southgate Ave Ste 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Daly City
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094015
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0NAME OF RELATED ORGANIZATION: RETAIL DELIVERY DRIVERS SALESMAN & HELPERS UNION LOCAL 2785.
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2024, THERE ARE APPROXIMATELY 12 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW, AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. TEAMSTERS LOCAL #2785 - #2010 DS SERVICES OF AMERICA #2030 DS SERVICES OF AMERICA #2033 DS SERVICES OF AMERICA #2035 DS SERVICES OF AMERICA #2036 RYDER INTEGRATED LOGISTICS UNITED PARCEL SERVICE ELWELL TRUCKING, INC. - #2120 HOME MAID RAVIOLI - #2170 KING AMERICAN AMBULANCE #2180 RUAN TRANSPORT CORP - #2195 WILCOX FROZEN FOODS, INC #2290
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, PART II, LINE 1 CONTINUATION:
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.