Distributors Association Pensioners Hospital and Medical Trust
990 • Fiscal year 2013 • EIN 94-6080959
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Balance Sheet
Assets
Flat$7,344,037
Flat from 2013
Net Assets
Flat$7,309,854
Flat from 2013
Liabilities
Flat$34,183
Flat from 2013
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$5,303,604
Flat from 2013
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2012 to May 31, 2013
- Signed
- Mar 12, 2014
- Return Version
- 2012v2.1
- Gross Receipts
- $16,345,617
Mission and Program Overview
Mission
To provide hospital, medical, prescription drug, vision and dental benefits to retirees and their qualified beneficiaries.
Filing and Contact Details
Filer
- EIN
- 94-6080959
Raw XML Appendix361 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.
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| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT, AS OF MAY 31, 2013, 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 TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2010. |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE PLAN HAS CONTRACTED WITH INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION (IEDA) TO BE THE PLAN'S ADMINISTRATOR OF THE FUND. THE PLAN HAS CONTRACTED IEDA, INC. (A WHOLLY OWNED SUBSIDIARY OF IEDA) TO PERFORM THE ADMINISTRATIVE SERVICES OF THE PLAN FOR THE ORGANIZATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO BEING FILED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE BOARD OF TRUSTEES ASSUMES OVERSIGHT RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | NET UNREALIZED LOSSES ON INVESTMENTS $241,439. |
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| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | PART XII, LINE 2C: |
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| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
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| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2014-03-12 |
| ReturnHeader/Officer/Name | 0 | DAVID MCKENZIE |
| ReturnHeader/Officer/Phone | 0 | 5106536765 |
| ReturnHeader/Officer/Title | 0 | ADMINISTRATOR |
| ReturnHeader/PreparerFirm/EIN | 0 | 522385296 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 5000 EXECUTIVE PARKWAY SUITE 400 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | SAN RAMON |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 945834346 |
| ReturnHeader/Preparer/Name | 0 | JOSEPH M THIERMANN |
| ReturnHeader/Preparer/Phone | 0 | 9252779100 |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-06-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2013-05-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2014-03-12T17:32:31-05:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $7,344,037
- Liabilities
- $34,183
- Net assets
- $7,309,854
- Revenue
- -
- Expenses
- $5,303,604
- Net income
- -