Civic Intelligence

Ufcw & Employers Benefit Trust

EIN 94-6078804 • 501(c)9 • Concord, CA

Profile

NONE

1000 Burnett Avenue Suite 110Concord, CA 94520

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.23x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.25x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

21st percentile

-5.8%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

81st percentile

$334,619

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

29th percentile

0.7%

Faster asset growth than 29% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-1.5%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$569,190,872

Up $3,767,818 (+0.7%) from 2023

Liabilities

Up

$132,501,786

Up $15,276,409 (+13%) from 2023

Net Assets

Down

$436,689,086

Down $11,508,591 (-2.6%) from 2023

Revenue

Down

$521,329,375

Down $7,708,175 (-1.5%) from 2023

Expenses

Up

$551,323,834

Up $32,197,510 (+6.2%) from 2023

Net Income

Down

-$29,994,459

Down $39,905,685 (-403%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $328,995,686Liabilities 2010: $152,673,392Net Assets 2010: $176,322,2942010Assets 2011: $280,170,224Liabilities 2011: $128,404,933Net Assets 2011: $151,765,2912011Assets 2012: $206,141,888Liabilities 2012: $128,291,082Net Assets 2012: $77,850,8062012Assets 2013: $210,539,792Liabilities 2013: $116,086,257Net Assets 2013: $94,453,5352013Assets 2014: $236,084,229Liabilities 2014: $108,441,711Net Assets 2014: $127,642,5182014Assets 2015: $280,385,578Liabilities 2015: $91,383,399Net Assets 2015: $189,002,1792015Assets 2016: $426,974,508Liabilities 2016: $110,092,532Net Assets 2016: $316,881,9762016Assets 2017: $455,493,713Liabilities 2017: $112,482,088Net Assets 2017: $343,011,6252017Assets 2018: $460,205,535Liabilities 2018: $110,717,913Net Assets 2018: $349,487,6222018Assets 2019: $469,318,017Liabilities 2019: $112,005,995Net Assets 2019: $357,312,0222019Assets 2020: $498,379,125Liabilities 2020: $91,333,905Net Assets 2020: $407,045,2202020Assets 2021: $525,821,847Liabilities 2021: $109,392,862Net Assets 2021: $416,428,9852021Assets 2022: $526,950,081Liabilities 2022: $116,969,779Net Assets 2022: $409,980,3022022Assets 2023: $565,423,054Liabilities 2023: $117,225,377Net Assets 2023: $448,197,6772023Assets 2024: $569,190,872Liabilities 2024: $132,501,786Net Assets 2024: $436,689,0862024

Highlighted filing

2024

Assets$569,190,872
Liabilities$132,501,786
Net Assets$436,689,086

Operations Trend

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

$800M$600M$400M$200M$0-$200MExpenses 2010: $582,184,2572010Revenue 2011: $535,410,194Expenses 2011: $558,789,209Net Income 2011: -$23,379,0152011Expenses 2012: $589,358,6382012Revenue 2013: $544,013,649Expenses 2013: $527,886,630Net Income 2013: $16,127,0192013Revenue 2014: $553,020,978Expenses 2014: $519,613,222Net Income 2014: $33,407,7562014Revenue 2015: $566,713,468Expenses 2015: $501,761,824Net Income 2015: $64,951,6442015Revenue 2016: $601,624,625Expenses 2016: $481,350,249Net Income 2016: $120,274,3762016Revenue 2017: $584,109,744Expenses 2017: $565,431,839Net Income 2017: $18,677,9052017Revenue 2018: $555,423,056Expenses 2018: $545,006,714Net Income 2018: $10,416,3422018Revenue 2019: $528,012,770Expenses 2019: $532,632,829Net Income 2019: -$4,620,0592019Revenue 2020: $532,058,943Expenses 2020: $482,140,374Net Income 2020: $49,918,5692020Revenue 2021: $559,658,551Expenses 2021: $540,791,681Net Income 2021: $18,866,8702021Revenue 2022: $553,364,469Expenses 2022: $546,446,588Net Income 2022: $6,917,8812022Revenue 2023: $529,037,550Expenses 2023: $519,126,324Net Income 2023: $9,911,2262023Revenue 2024: $521,329,375Expenses 2024: $551,323,834Net Income 2024: -$29,994,4592024

Highlighted filing

2024

Revenue$521,329,375
Expenses$551,323,834
Net Income-$29,994,459

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$569$133$437$521$551$30.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$565$117$448$529$519$9.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$527$117$410$553$546$6.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$526$109$416$560$541$18.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$498$91.3$407$532$482$49.9
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$469$112$357$528$533$4.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$460$111$349$555$545$10.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$455$112$343$584$565$18.7
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$427$110$317$602$481$120
2015Detailed filing. Detailed filing data is available for this year.$280$91.4$189$567$502$65.0
2014Detailed filing. Detailed filing data is available for this year.$236$108$128$553$520$33.4
2013Detailed filing. Detailed filing data is available for this year.$211$116$94.5$544$528$16.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$206$128$77.9$589
2011Summary only. Only limited summary data is available for this year.$280$128$152$535$559$23.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$329$153$176$582
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$916,768,659
Mission and Program Overview

Mission

Provide health and welfare benefits to eligible participants.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$448,197,677$436,689,086▼ $11,508,591
Investments Other Securities$263,228,155$379,834,511▲ $116,606,356
Investments in Publicly Traded Securities$125,464,005$100,339,734▼ $25,124,271
Cash and Non-Interest-Bearing Accounts$71,783,374$43,410,249▼ $28,373,125
Accounts Receivable$44,044,515$38,171,692▼ $5,872,823
Prepaid Expenses and Deferred Charges$34,507$502,882▲ $468,375
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$565,423,054$569,190,872▲ $3,767,818
Other Assets Total$60,868,498$6,931,804▼ $53,936,694
Liabilities
Other Liabilities$116,334,514$131,883,281▲ $15,548,767
Accounts Payable and Accrued Expenses$890,863$618,505▼ $272,358
Total Liabilities$117,225,377$132,501,786▲ $15,276,409
Net Assets / Fund Balance
Total Net Assets Fund Balance$448,197,677$436,689,086▼ $11,508,591
Total Liabilities and Net Assets / Fund Balance$565,423,054$569,190,872▲ $3,767,818

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$19,459,171--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Ufcw Group Administration LLCContract Administrator1000 BURNETT AVE 110, Concord, CA 94520$16,928,470
Blue Shield Of CaliforniaHealthcare Administration4207 TOWN CENTER BLVD, El Dorado Hills, CA 95762$3,711,122
SolidaritusHealthcare Administration1025 CONNECTICUT AVE NW SUITE 907, Washington, DC 20036$909,569
Delta DentalHealthcare Administration560 MISSION ST 1300, San Francisco, CA 94105$865,404
Envision Rx (elixir Rx)Healthcare Administration7835 FREEDOM AVE NW, North Canton, OH 44720$821,967
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$501,102,516
Investment Income
$18,263,334
Other Revenue
$1,963,525
Change in Net Assets
$-29,994,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$519,415,671
Revenue Not Reported on Financial Statements
$1,913,704
Revenue Not Reported on Form 990
$18,485,868
Total Revenue per Audited Statements
$537,901,539
Total Revenue per Form 990
$521,329,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,661,913
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---$517,661,921
Fees for Services Management---$16,928,470
Fees for Services Other---$2,714,843
Fees for Service Investment Mgmnt Fees---$1,913,704
Office Expenses---$1,523,693
Fees for Services Accounting---$808,169
Fees for Services Legal---$501,271
Insurance---$265,152
Other Expenses---$37,422
Conferences and Meetings---$36,340
All Other Expenses---$68
Total Functional Expenses$0$0$0$551,323,834

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$551,323,834
Expenses per Audited Statements$532,327,865
Total Expenses per Audited Statements$532,327,865
Expenses Not Reported on Financial Statements$18,995,969
Other Expense Adjustments$17,082,265
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Self-funded Benefit Claims Payable$64,002,650
Claims Incurred But Not Reported$35,210,707
Group Insurance Premiums Payable$30,093,519
Due to Other Trust Funds$2,502,556
Due to Broker$40,312
Other Liabilities$33,537
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 organization delegates control of management duties customarily performed by or under the direct supervision of the officers, directors, trustees, or key employees to the contract administrator, ufcw group administration llc.

Form 990, Part VI, Section A, Line 8B

There are no committees with the authority to act on behalf of the trustees

Form 990, Part VI, Section B, Line 11B

The board votes to give authority to the chair, co-chair and secretary to review initially, prior to submission, with the board reviewing afterwards.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public, upon request.

Form 990, Part VII, Section A

Tara locaso, kevin sears and penny schumacher are employees of contributing employer or sponsoring employer organizations that are considered related organizations under the definitions in schedule r. The related organizations are for-profit organizations, are not owned or controlled, directly or indirectly, by the organization or one or more related tax-exempt organization, and do not provide management services for a fee to the organization. As such, under the volunteer exception compensation paid by those related organizations is omitted. The remaining trustees are current or former employees of the sponsoring unions which are considered related organizations per schedule r definition. Current employee compensation provided by the sponsoring union is reported in part vii.

Filing and Contact Details

Filer

Filer Name
Ufcw & Employers Benefit Trust
EIN
94-6078804
Phone
9257467530
Address
1000 BURNETT AVENUE SUITE 110, CONCORD, CA 94520

Signing Officer

Name
Jacques S Loveall
Title
Chairman
Phone
9257467530
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacques S Loveall
Formed
1962
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
7,738
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in net benefit obligations 17,082,265.

Raw XML AppendixShowing 400 of 681 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AllOtherExpensesGrp/TotalAmt068
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IRS990/ConservationEasementsInd00
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IRS990/ContractorCompensationGrp/ServicesDesc2HEALTHCARE ADMINISTRATION
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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/ReportableCompFromRltdOrgAmt0301457
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5196465
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6186495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7124092
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8273593
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9161913
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012981328
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0408420612
IRS990/GrossReceiptsAmt0916768659
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0265152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05282006
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt05282006
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0263228155
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0379834511
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0125464005
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0100339734
IRS990/IRPDocumentCnt01321
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0395439284
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0448197677
IRS990/NetAssetsOrFundBalancesEOYAmt0436689086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012981328
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt012981328
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018485868
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01523693
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060868498
IRS990/OtherAssetsTotalGrp/EOYAmt06931804
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HEALTHCARE ADMINISTRATI
IRS990/OtherExpensesGrp/Desc1PATIENT CARE OUTCOME RE
IRS990/OtherExpensesGrp/Desc2COMMUNICATION SERVICES
IRS990/OtherExpensesGrp/Desc3STAFF RELATED EXPENSE
IRS990/OtherExpensesGrp/TotalAmt08615359
IRS990/OtherExpensesGrp/TotalAmt1213952
IRS990/OtherExpensesGrp/TotalAmt2103470
IRS990/OtherExpensesGrp/TotalAmt337422
IRS990/OtherLiabilitiesGrp/BOYAmt0116334514
IRS990/OtherLiabilitiesGrp/EOYAmt0131883281
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01963525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01963525
IRS990/OtherRevenueTotalAmt01963525
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034507
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0502882
IRS990/PrincipalOfficerNm0JACQUES S LOVEALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0460738555
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140363961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0460738555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140363961
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0485818471
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02673184
IRS990/PYOtherExpensesAmt033307853
IRS990/PYOtherRevenueAmt010191202
IRS990/PYProgramServiceRevenueAmt0516173164
IRS990/PYRevenuesLessExpensesAmt09911226
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0519126324
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0529037550
IRS990/ReconcilationRevenueExpnssAmt0-29994459
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0448197677
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0436689086
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018995969
IRS990ScheduleD/ExpensesSubtotalAmt0532327865
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01913704
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01913704
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018485868
IRS990ScheduleD/OtherExpensesNotIncludedAmt017082265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030093519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt164002650
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt235210707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32502556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt433537
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt540312
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO OTHER TRUST FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5DUE TO BROKER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt068657137
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19600224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2123826532
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt344818902
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt445647145
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt567825400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt619459171
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3POOLED SEPARATE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OTHER- PRIVATE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc5RCM CONSTRUCTION MBS OPPORTUNITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc6OTHER- INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/RevenueNotReportedAmt018485868
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01913704
IRS990ScheduleD/RevenueSubtotalAmt0519415671
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN NET BENEFIT OBLIGATIONS 17,082,265.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0379834511
IRS990ScheduleD/TotalExpensesPerForm990Amt0551323834
IRS990ScheduleD/TotalLiabilityAmt0131883281
IRS990ScheduleD/TotalRevenuePerForm990Amt0521329375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0537901539
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0532327865
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt02500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt12500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt32500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0262283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1238877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2191265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3179160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4133313
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5124092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10

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