Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
990 • Fiscal year 2012 • EIN 94-6073020
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$33,955,613
Down $1,110,387 (-3.2%) from 2011
Net Assets
Down$28,321,829
Down $1,259,399 (-4.3%) from 2011
Liabilities
Up$5,633,784
Up $149,012 (+2.7%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$44,867,098
Up $2,921,647 (+7.0%) from 2011
Net Income
-
No earlier filing loaded for comparison.
To provide health and welfare benefits.
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/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 29052 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 53627 |
| IRS990/AccountsReceivable/BOY | 0 | 6074635 |
| IRS990/AccountsReceivable/EOY | 0 | 3618707 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO BOX 2330 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | STOCKTON |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 95201 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 43409995 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 40544119 |
| IRS990/BenefitsToMembers/Total | 0 | 43409995 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | -1589284 |
| IRS990/CashNonInterestBearing/EOY | 0 | 940987 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 44535 |
| IRS990/ConflictOfInterestPolicy | 0 | 0 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 555 WEST BENJAMIN HOLT DRIVE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 1234 WEST OAK STREET |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 3224 BROOKSIDE ROAD |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | STOCKTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | STOCKTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | STOCKTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | CA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | CA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | CA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 95207 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 92507 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 95219 |
| IRS990/ContractorCompensation/Compensation | 0 | 516990 |
| IRS990/ContractorCompensation/Compensation | 1 | 223915 |
| IRS990/ContractorCompensation/Compensation | 2 | 154976 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | ALLIED DELTA FUND ADMINISTRATORS LLC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | DELTA FUND ADMINISTRATORS LLC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | DELTA HEALTH SYSTEMS |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DeferredRevenue/BOY | 0 | 23720 |
| IRS990/DeferredRevenue/EOY | 0 | 16157 |
| IRS990/DelegationOfManagementDuties | 0 | 1 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiled | 0 | 1 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 41467 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 87712 |
| IRS990/FeesForServicesLegal/Total | 0 | 77648 |
| IRS990/FeesForServicesManagement/Total | 0 | 898251 |
| IRS990/FeesForServicesOther/Total | 0 | 268564 |
| IRS990/FinancialStatementSeparate | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | RICH MURPHY |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | JACK ISOLA |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | DENISE GASTI |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | MARTY FRATES |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | ROB DIAS |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | DOMINIC CHIOVARE |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | RICHARD VALLE |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | FELIX MARTINEZ |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | JOSEPH KASPAR |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | TRUSTEE - PAST |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | -143348 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 23017747 |
| IRS990/GrossReceipts | 0 | 66690590 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/Insurance/Total | 0 | 22314 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 514447 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 657795 |
| IRS990/InvestmentIncomePriorYear | 0 | 880405 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 657795 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 27256099 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 28064280 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 23161095 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | MARTY FRATES |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 8 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 8 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 29581228 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 28321829 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | -143348 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | -143348 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 3 |
| IRS990/NumberOfEmployees | 0 | 6 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficeExpenses/Total | 0 | 15749 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 1401332 |
| IRS990/OtherExpensesCurrentYear | 0 | 1457103 |
| IRS990/OtherExpenses/Description | 0 | MISCELLANEOUS |
| IRS990/OtherExpenses/Total | 0 | 863 |
| IRS990/OtherLiabilities/BOY | 0 | 5432000 |
| IRS990/OtherLiabilities/EOY | 0 | 5564000 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 8395 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 1334 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 3 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 4 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 43015048 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenue/Description | 2 | STOP-LOSS INCOME |
| IRS990/ProgramServiceRevenue/Description | 3 | MEDICARE PART D |
| IRS990/ProgramServiceRevenue/Description | 4 | OTHER INCOME |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 38707203 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 39442500 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 2868530 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 319851 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 3 | 260415 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 4 | 123752 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 39442500 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 2868530 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 319851 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 3 | 260415 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 4 | 123752 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 78204 |
| IRS990/ReconcilationRevenueExpenses | 0 | -1337603 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 29581228 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 28321829 |
| IRS990/RevenuesLessExpensesCY | 0 | -1337603 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -2357843 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 3316155 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 1330305 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | -1337603 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | -1127399 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 219712 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 44647386 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF OCTOBER 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO THE FISCAL YEAR ENDING OCTOBER 31, 2009. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | CHANGE IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | CHANGE IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART X: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 87712 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 87712 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 78204 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 78204 |
| IRS990ScheduleD/OtherAmount | 0 | 132000 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 132000 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 2434000 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 3130000 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | CLAIMS PAYABLE (IBNR) |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | ACCUMULATED ELIGIBILITY CREDITS |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 78204 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 87712 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 43441783 |
| IRS990ScheduleD/TotalAdjustments | 0 | 210204 |
| IRS990ScheduleD/TotalExpenses | 0 | 44867098 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 44867098 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 5564000 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalRevenue | 0 | 43529495 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 43529495 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 44647386 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 43519987 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE PLAN HAS CONTRACTED WITH DELTA FUND ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE PLAN DOES NOT HAVE A FORMAL WRITTEN CONFLICT OF INTEREST POLICY. THE PLAN IS AN ERISA-COVERED FUND; THEREFORE, IT IS FULLY SUBJECT TO ERISA'S TITLE ONE FIDUCIARY AND CONFLICT REQUIREMENTS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | NET UNREALIZED GAINS ON INVESTMENTS: 78,204. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | THE PLAN'S THIRD-PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS "INDEPENDENT CONTRACTORS." THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | THE PLAN ISSUES FORM W-3 FOR TAXABLE DOMESTIC PARTNER BENEFITS. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION B, LINE 12 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART XI, LINE 5: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | FORM 990, PART V, LINE 1A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | FORM 990, PART V, LINE 2A |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 400 ROLAND WAY |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | OAKLAND |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 94621 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 940577286 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(5) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | TEAMSTERS LOCAL UNION 70 |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | TO REPRESENT UNION MEMBERS, SPONSORING ORGANIZATION OF THE FILING |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartVII/Explanation | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF 10/31/2012, THERE ARE APPROXIMATELY 19 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R, SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER, IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCHEDULE R. |
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| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
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| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 0 |
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| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
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| IRS990/TotalRevenue/UnrelatedBusinessRevenue | 0 | 0 |
| IRS990/TransactionRelatedEntity | 0 | 0 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | 0 |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | N/A |
| IRS990/WhistleblowerPolicy | 0 | 1 |
| IRS990/YearFormation | 0 | 1952 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.