Civic Intelligence

Automotive Industries Welfare Fund

EIN 94-6078226 • 501(c)9 • Dublin, CA

View Organization Page

Profile

To provide health and welfare benefits in a multiemployer plan.

4160 Dublin Boulevard Suite 100Dublin, CA 94568-7756

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.11x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.10x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

21st percentile

-4.0%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$270,492

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

32nd percentile

1.5%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

1.8%

Faster revenue growth than 33% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$51,720,947

Up $776,672 (+1.5%) from 2023

Liabilities

Up

$5,560,909

Up $1,749,493 (+46%) from 2023

Net Assets

Down

$46,160,038

Down $972,821 (-2.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$56,997,374

Up $1,016,611 (+1.8%) from 2023

Expenses

Up

$59,249,662

Up $1,061,768 (+1.8%) from 2023

Net Income

Down

-$2,252,288

Down $45,157 (-2.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$60M$40M$20M$0Assets 2010: $23,920,321Liabilities 2010: $3,411,638Net Assets 2010: $20,508,6832010Assets 2011: $22,681,572Liabilities 2011: $3,014,945Net Assets 2011: $19,666,6272011Assets 2012: $20,833,100Liabilities 2012: $3,504,678Net Assets 2012: $17,328,4222012Assets 2013: $19,570,196Liabilities 2013: $5,209,940Net Assets 2013: $14,360,2562013Assets 2014: $22,997,889Liabilities 2014: $3,620,017Net Assets 2014: $19,377,8722014Assets 2015: $29,029,912Liabilities 2015: $4,018,448Net Assets 2015: $25,011,4642015Assets 2016: $34,424,088Liabilities 2016: $6,036,171Net Assets 2016: $28,387,9172016Assets 2017: $36,240,888Liabilities 2017: $4,875,210Net Assets 2017: $31,365,6782017Assets 2018: $35,555,512Liabilities 2018: $3,816,956Net Assets 2018: $31,738,5562018Assets 2019: $41,178,897Liabilities 2019: $3,668,206Net Assets 2019: $37,510,6912019Assets 2020: $49,462,087Liabilities 2020: $2,717,774Net Assets 2020: $46,744,3132020Assets 2021: $55,942,659Liabilities 2021: $6,403,128Net Assets 2021: $49,539,5312021Assets 2022: $49,092,969Liabilities 2022: $4,153,973Net Assets 2022: $44,938,9962022Assets 2023: $50,944,275Liabilities 2023: $3,811,416Net Assets 2023: $47,132,8592023Assets 2024: $51,720,947Liabilities 2024: $5,560,909Net Assets 2024: $46,160,0382024

Highlighted filing

2024

Assets$51,720,947
Liabilities$5,560,909
Net Assets$46,160,038
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $57,115,4222010Expenses 2011: $58,294,5002011Expenses 2012: $58,149,8402012Revenue 2013: $59,251,689Expenses 2013: $62,436,370Net Income 2013: -$3,184,6812013Revenue 2014: $62,593,129Expenses 2014: $57,732,638Net Income 2014: $4,860,4912014Revenue 2015: $61,903,660Expenses 2015: $56,092,219Net Income 2015: $5,811,4412015Revenue 2016: $59,598,332Expenses 2016: $56,367,294Net Income 2016: $3,231,0382016Revenue 2017: $56,175,873Expenses 2017: $54,111,315Net Income 2017: $2,064,5582017Revenue 2018: $56,538,216Expenses 2018: $54,498,819Net Income 2018: $2,039,3972018Revenue 2019: $56,467,482Expenses 2019: $53,026,844Net Income 2019: $3,440,6382019Revenue 2020: $55,897,407Expenses 2020: $48,754,598Net Income 2020: $7,142,8092020Revenue 2021: $54,542,425Expenses 2021: $52,281,754Net Income 2021: $2,260,6712021Revenue 2022: $48,070,898Expenses 2022: $47,915,672Net Income 2022: $155,2262022Revenue 2023: $55,980,763Expenses 2023: $58,187,894Net Income 2023: -$2,207,1312023Revenue 2024: $56,997,374Expenses 2024: $59,249,662Net Income 2024: -$2,252,2882024

Highlighted filing

2024

Revenue$56,997,374
Expenses$59,249,662
Net Income-$2,252,288
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$51,720,947
Liabilities
$5,560,909
Net assets
$46,160,038
Revenue
$56,997,374
Expenses
$59,249,662
Net income
-$2,252,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.7$5.56$46.2$57.0$59.2$2.25
2023Detailed filing. Detailed filing data is available for this year.$50.9$3.81$47.1$56.0$58.2$2.21
2022Detailed filing. Detailed filing data is available for this year.$49.1$4.15$44.9$48.1$47.9$0.16
2021Detailed filing. Detailed filing data is available for this year.$55.9$6.40$49.5$54.5$52.3$2.26
2020Detailed filing. Detailed filing data is available for this year.$49.5$2.72$46.7$55.9$48.8$7.14
2019Detailed filing. Detailed filing data is available for this year.$41.2$3.67$37.5$56.5$53.0$3.44
2018Detailed filing. Detailed filing data is available for this year.$35.6$3.82$31.7$56.5$54.5$2.04
2017Detailed filing. Detailed filing data is available for this year.$36.2$4.88$31.4$56.2$54.1$2.06
2016Detailed filing. Detailed filing data is available for this year.$34.4$6.04$28.4$59.6$56.4$3.23
2015Detailed filing. Detailed filing data is available for this year.$29.0$4.02$25.0$61.9$56.1$5.81
2014Detailed filing. Detailed filing data is available for this year.$23.0$3.62$19.4$62.6$57.7$4.86
2013Detailed filing. Detailed filing data is available for this year.$19.6$5.21$14.4$59.3$62.4$3.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$3.50$17.3$58.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$3.01$19.7$58.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$3.41$20.5$57.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$130,558,692
Mission and Program Overview

Mission

To provide health and welfare benefits.

To provide health and welfare benefits in a multiemployer plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$44,253,974$46,710,663▲ $2,456,689
Rtn Earn Endowment Incm Other Fnds$47,132,859$46,160,038▼ $972,821
Cash and Non-Interest-Bearing Accounts$5,396,219$3,214,528▼ $2,181,691
Accounts Receivable$1,268,734$1,764,489▲ $495,755
Prepaid Expenses and Deferred Charges$25,348$31,267▲ $5,919
Savings and Temporary Cash Investments$0$0→ $0
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$50,944,275$51,720,947▲ $776,672
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,972,455$4,220,512▲ $1,248,057
Accounts Payable and Accrued Expenses$838,961$1,340,397▲ $501,436
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$3,811,416$5,560,909▲ $1,749,493
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,132,859$46,160,038▼ $972,821
Total Liabilities and Net Assets / Fund Balance$50,944,275$51,720,947▲ $776,672
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles BesockeFund ManagerFT$200,562$69,930$270,492

Board Members and Trustees

NameTitle
Tom DillonCo-chair
Don CrosattoTrustee
Jim SchwantzTrustee
Mark MartinTrustee
Michael HenneberryTrustee
Rich MoralesTrustee
Robert GarciaTrustee
Steve SowinskiTrustee
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services Benefit AdministrAdministration4160 Dublin Blvd Suite 100, Dublin, CA 94568$1,407,748
Withumsmithbrown PCAudit6101 BOLLINGER CANYON ROAD STE 400, San Ramon, CA 94583$386,881
Anthem Blue CrossClaims process11050 Olson Dr Suite 110, Rancho Cordova, CA 95670$197,668
delta dental of californiaclaims process100 first street, San Francisco, CA 94105$171,106
The Segal CompanyConsulting130 MONTGOMERY ST, San Francisco, CA 94104$142,930
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,867,616
Investment Income
$2,129,758
Other Revenue
$0
Change in Net Assets
$-2,252,288

Audited Revenue Reconciliation

Revenue per Audited Statements
$56,867,788
Revenue Not Reported on Financial Statements
$129,586
Revenue Not Reported on Form 990
$1,279,467
Total Revenue per Audited Statements
$58,147,255
Total Revenue per Form 990
$56,997,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,757,886
Salaries, Compensation, and Employee Benefits$167,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$56,324,072
Fees for Services Management---$1,296,380
Fees for Services Other---$572,640
Fees for Services Accounting---$361,803
Office Expenses---$211,090
Fees for Service Investment Mgmnt Fees---$129,586
Other Salaries and Wages---$124,349
Insurance---$83,919
Fees for Services Legal---$75,032
Conferences and Meetings---$27,436
Pension Plan Contributions---$26,348
Other Employee Benefits---$17,007
Total Functional Expenses$0$0$0$59,249,662

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$59,249,662
Expenses per Audited Statements$57,624,689
Total Expenses per Audited Statements$57,624,689
Expenses Not Reported on Financial Statements$1,624,973
Other Expense Adjustments$1,495,387
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
Benefit Claims Payable and Ibnr$3,972,182
Accumulated Eligibility Credits$150,000
Due to Broker$98,330
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The trust has contracted with health services and benefit administrators to provide administrative services for the organization.”

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

“A copy of the form 990 was provided to all members of the governing body who review the return prior to being filed with the internal revenue service.”

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

“Each trustee, officer and management employee with delegated powers who can influence the actions of automotive industries welfare fund is covered under the conflict-of-interest policy. If a conflicting interest exists, the person with the conflict is excluded from the discussion and approval of such transaction.”

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

“The organziation makes its governing documents, conflict-of-interest policy and financial information available to the public and the organization's participants upon request.”

Filing and Contact Details

Filer

Filer Name
Automotive Industries Welfare Fund
EIN
94-6078226
In Care Of
% HS&BA INC
Phone
8006353105
Address
4160 Dublin Boulevard Suite 100, Dublin, CA 94568-7756

Signing Officer

Name
Tom Dillon
Title
Co-chair
Phone
8006353105
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Dillon
Formed
1956
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
125
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit and selection of an independent auditor. There has been no change in this process from the prior year.”

FORM 990, PART XI, LINE 7:

“The reportable compensation reported on part vii for charles besocke includes total compensation of $270,492 for services provided to various automotive industries trust funds, including automotive industries welfare fund. The compensation allocated to the automotive industries welfare fund of $167,704 is reported on part ix statement of functional expenses.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in Benefit Obligations”

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of december 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. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 562 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/BOYAmt0838961
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01340397
IRS990/AccountsReceivableGrp/BOYAmt01268734
IRS990/AccountsReceivableGrp/EOYAmt01764489
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt056324072
IRS990/BooksInCareOfDetail/PersonNm0HSBA INC
IRS990/BooksInCareOfDetail/PhoneNum08006353105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04160 DUBLIN BOULEVARD 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/BOYAmt05396219
IRS990/CashNonInterestBearingGrp/EOYAmt03214528
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt027436
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01407748
IRS990/ContractorCompensationGrp/CompensationAmt1386881
IRS990/ContractorCompensationGrp/CompensationAmt2197668
IRS990/ContractorCompensationGrp/CompensationAmt3171106
IRS990/ContractorCompensationGrp/CompensationAmt4142930
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04160 Dublin Blvd Suite 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt16101 BOLLINGER CANYON ROAD STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt211050 Olson Dr Suite 110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3100 first street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4130 MONTGOMERY ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DUBLIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN RAMON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2RANCHO CORDOVA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194583
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295670
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd394105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd494104
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Health Services Benefit Administr
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1WITHUMSMITHBROWN PC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Anthem Blue Cross
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3delta dental of california
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4The Segal Company
IRS990/ContractorCompensationGrp/ServicesDesc0Administration
IRS990/ContractorCompensationGrp/ServicesDesc1Audit
IRS990/ContractorCompensationGrp/ServicesDesc2Claims process
IRS990/ContractorCompensationGrp/ServicesDesc3claims process
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt056324072
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02129758
IRS990/CYOtherExpensesAmt02757886
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt054867616
IRS990/CYRevenuesLessExpensesAmt0-2252288
IRS990/CYSalariesCompEmpBnftPaidAmt0167704
IRS990/CYTotalExpensesAmt059249662
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056997374
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS IN A MULTIEMPLOYER PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0125
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0361803
IRS990/FeesForServicesLegalGrp/TotalAmt075032
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt01296380
IRS990/FeesForServicesOtherGrp/TotalAmt0572640
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0129586
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/AverageHoursPerWeekRt040.0
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/AverageHoursPerWeekRt90.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OtherCompensationAmt069930
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/PersonNm0CHARLES BESOCKE
IRS990/Form990PartVIISectionAGrp/PersonNm1DON CROSATTO
IRS990/Form990PartVIISectionAGrp/PersonNm2RICH MORALES
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM DILLON
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE SOWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM SCHWANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL HENNEBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm9SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0200562
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/TitleTxt0FUND MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0575463
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt074136781
IRS990/GrossReceiptsAmt0130558692
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt083919
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01554295
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01554295
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt044253974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt046710663
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt073561318
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt047132859
IRS990/NetAssetsOrFundBalancesEOYAmt046160038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0575463
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0575463
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01279467
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0211090
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017007
IRS990/OtherLiabilitiesGrp/BOYAmt02972455
IRS990/OtherLiabilitiesGrp/EOYAmt04220512
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0124349
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt026348
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031267
IRS990/PrincipalOfficerNm0TOM DILLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REIMBURSMENT
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc4LIQUIDATED DAMAGES AND OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052096181
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1210394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21912104
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3577515
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt471422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052096181
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1210394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21912104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3577515
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt471422
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt055434252
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-257444
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02594588
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt056238207
IRS990/PYRevenuesLessExpensesAmt0-2207131
IRS990/PYSalariesCompEmpBnftPaidAmt0159054
IRS990/PYTotalExpensesAmt058187894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055980763
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2252288
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/BOYAmt047132859
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt046160038
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01624973
IRS990ScheduleD/ExpensesSubtotalAmt057624689
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0129586
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0129586
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01279467
IRS990ScheduleD/OtherExpensesNotIncludedAmt01495387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13972182
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt298330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt01279467
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0129586
IRS990ScheduleD/RevenueSubtotalAmt056867788
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Change in Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 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. 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/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt059249662
IRS990ScheduleD/TotalLiabilityAmt04220512
IRS990ScheduleD/TotalRevenuePerForm990Amt056997374
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt058147255
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt057624689
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0200562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $100M-$250M nonprofits