Civic Intelligence

Electrical Workers Health and Welfare

990 • Fiscal year 2012 • EIN 94-6085740

Feb 01, 2011 to Jan 31, 2012 • Filed on Nov 28, 2012

7180 Koll Center Pkwy Ste 20094566-3184
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.41x

Higher debt load relative to assets than 86% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

56th percentile

7.1%

Faster asset growth than 56% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$22,185,977

Up $1,466,144 (+7.1%) from 2011

Net Assets

Up

$13,073,391

Up $672,286 (+5.4%) from 2011

Liabilities

Up

$9,112,586

Up $793,858 (+9.5%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$29,232,173

Down $392,131 (-1.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $20,719,833Liabilities 2011: $8,318,728Net Assets 2011: $12,401,1052011Assets 2012: $22,185,977Liabilities 2012: $9,112,586Net Assets 2012: $13,073,3912012Assets 2013: $28,196,288Liabilities 2013: $11,486,966Net Assets 2013: $16,709,3222013Assets 2014: $30,680,792Liabilities 2014: $11,632,839Net Assets 2014: $19,047,9532014Assets 2015: $31,239,575Liabilities 2015: $11,198,363Net Assets 2015: $20,041,2122015Assets 2016: $34,841,390Liabilities 2016: $12,847,909Net Assets 2016: $21,993,4812016Assets 2017: $40,977,688Liabilities 2017: $13,873,862Net Assets 2017: $27,103,8262017Assets 2018: $49,211,547Liabilities 2018: $14,555,113Net Assets 2018: $34,656,4342018Assets 2019: $54,806,386Liabilities 2019: $15,676,973Net Assets 2019: $39,129,4132019Assets 2020: $64,630,931Liabilities 2020: $18,717,508Net Assets 2020: $45,913,4232020Assets 2021: $67,733,753Liabilities 2021: $16,935,526Net Assets 2021: $50,798,2272021Assets 2022: $71,350,255Liabilities 2022: $17,500,788Net Assets 2022: $53,849,4672022Assets 2023: $74,774,734Liabilities 2023: $18,090,511Net Assets 2023: $56,684,2232023Assets 2024: $76,744,313Liabilities 2024: $16,263,143Net Assets 2024: $60,481,1702024Assets 2025: $76,483,857Liabilities 2025: $17,212,552Net Assets 2025: $59,271,3052025

Highlighted filing

2012

Assets$22,185,977
Liabilities$9,112,586
Net Assets$13,073,391

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $29,624,3042011Expenses 2012: $29,232,1732012Expenses 2013: $34,187,8512013Revenue 2014: $33,496,275Expenses 2014: $31,703,431Net Income 2014: $1,792,8442014Revenue 2015: $32,330,597Expenses 2015: $31,382,557Net Income 2015: $948,0402015Revenue 2016: $37,150,101Expenses 2016: $34,539,194Net Income 2016: $2,610,9072016Revenue 2017: $38,364,851Expenses 2017: $33,887,398Net Income 2017: $4,477,4532017Revenue 2018: $42,816,904Expenses 2018: $34,644,786Net Income 2018: $8,172,1182018Revenue 2019: $44,853,835Expenses 2019: $40,175,456Net Income 2019: $4,678,3792019Revenue 2020: $49,470,338Expenses 2020: $43,550,510Net Income 2020: $5,919,8282020Revenue 2021: $44,810,619Expenses 2021: $40,637,822Net Income 2021: $4,172,7972021Revenue 2022: $47,574,922Expenses 2022: $41,882,060Net Income 2022: $5,692,8622022Revenue 2023: $46,404,305Expenses 2023: $41,931,773Net Income 2023: $4,472,5322023Revenue 2024: $45,677,516Expenses 2024: $42,908,391Net Income 2024: $2,769,1252024Revenue 2025: $47,221,038Expenses 2025: $48,846,315Net Income 2025: -$1,625,2772025

Highlighted filing

2012

Revenue-
Expenses$29,232,173
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Nov 28, 2012
Return Version
2011v1.3
Gross Receipts
$30,431,829
Mission and Program Overview

Mission

To provide health benefits to participants on whose behalf employers contribute in accordance with their collective bargaining agreement.

Filing and Contact Details

Filer

EIN
94-6085740
Raw XML AppendixShowing 400 of 2,148 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY010188
IRS990/AccountsPayableAccruedExpenses/EOY015378
IRS990/AccountsReceivable/BOY04283493
IRS990/AccountsReceivable/EOY05437541
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine107180 KOLL CENTER PKWY 200
IRS990/AddressPrincipalOfficerUS/City0PLEASANTON
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode0945663184
IRS990/Advertising/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY028165493
IRS990/BenefitsPaidToMembersPriorYear028551592
IRS990/BenefitsToMembers/Total028165493
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY0240050
IRS990/CashNonInterestBearing/EOY02407439
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Total06065
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine107180 KOLL CENTER PKWY STE 200
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0PLEASANTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode0945663184
IRS990/ContractorCompensation/Compensation0673418
IRS990/ContractorCompensation/DescriptionOfServices0ADMINISTRATION
IRS990/ContractorCompensation/NameOfContractor/NamePerson0BENESYS administrators
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30false
IRS990/Description0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/FamilyOrBusinessRelationship0false
IRS990/FeesForServicesAccounting/Total048735
IRS990/FeesForServicesInvstMgmntFees/Total05679
IRS990/FeesForServicesLegal/Total049089
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total0789464
IRS990/FeesForServicesOther/Total079738
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.0
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/NamePerson0TOM MULLARKEY
IRS990/Form990PartVIISectionA/NamePerson1VICTOR UNO
IRS990/Form990PartVIISectionA/NamePerson2MARK SIMONIN
IRS990/Form990PartVIISectionA/NamePerson3AARON STAGG
IRS990/Form990PartVIISectionA/NamePerson4DON CAMPBELL
IRS990/Form990PartVIISectionA/NamePerson5BRAD GILL
IRS990/Form990PartVIISectionA/NamePerson6GARY WOODY
IRS990/Form990PartVIISectionA/NamePerson7LISA GRAY
IRS990/Form990PartVIISectionA/NamePerson8PETE HALVER
IRS990/Form990PartVIISectionA/NamePerson9SHARI BRUNNER
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/Title0LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title1LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title2LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title3LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title4MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title6MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title7LABOR TRUSTEE
IRS990/Form990PartVIISectionA/Title8MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionA/Title9MANAGEMENT TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities096033
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0513129
IRS990/GrossReceipts030431829
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total011192
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0219151
IRS990/InvestmentIncome/ExclusionAmount0123118
IRS990/InvestmentIncomePriorYear0244321
IRS990/InvestmentIncome/TotalRevenueColumn0123118
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY00
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY05079954
IRS990/InvestmentsPubTradedSecurities/EOY09092247
IRS990/LandBuildingsEquipmentBasisNet/BOY00
IRS990/LessCostOthBasisSalesExpenses/Securities0417096
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0true
IRS990/MiscellaneousRevenue/RelatedOrExemptFunctionIncome089138
IRS990/MiscellaneousRevenue/TotalRevenueColumn089138
IRS990/MissionDescription0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0VICTOR UNO
IRS990/NbrIndependentVotingMembers010
IRS990/NbrVotingGoverningBodyMembers010
IRS990/NbrVotingMembersGoverningBody010
IRS990/NetAssetsOrFundBalancesBOY012401105
IRS990/NetAssetsOrFundBalancesEOY013073391
IRS990/NetGainOrLossInvestments/ExclusionAmount096033
IRS990/NetGainOrLossInvestments/TotalRevenueColumn096033
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith10960338
IRS990/NumberIndependentVotingMembers010
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees063
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total05788
IRS990/OfficeExpenses/Total067130
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY00
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear01072712
IRS990/OtherExpensesCurrentYear01066680
IRS990/OtherExpenses/Description0MISCELLANEOUS EXPENSES
IRS990/OtherExpenses/Total03800
IRS990/OtherLiabilities/BOY08308540
IRS990/OtherLiabilities/EOY09097208
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear0732651
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/BusinessCode2900099
IRS990/OtherRevenueMisc/Description0STOP LOSS REIMBURSEMENT
IRS990/OtherRevenueMisc/Description1COBRA SUBSIDY
IRS990/OtherRevenueMisc/Description2REFUND FROM DELTA DENTAL
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome060548
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1314291
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome2268674
IRS990/OtherRevenueMisc/TotalRevenueColumn060548
IRS990/OtherRevenueMisc/TotalRevenueColumn1314291
IRS990/OtherRevenueMisc/TotalRevenueColumn2268674
IRS990/OtherRevenuePriorYear01487905
IRS990/OtherSalariesAndWages/Total00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY07777
IRS990/PrepaidExpensesDeferredCharges/EOY08911
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenueCY029062931
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear025820889
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome026904688
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome12158243
IRS990/ProgramServiceRevenue/TotalRevenueColumn026904688
IRS990/ProgramServiceRevenue/TotalRevenueColumn12158243
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-110274
IRS990/ReconcilationRevenueExpenses0782560
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY012401105
IRS990/RetainedEarningsEndowmentEtc/EOY013073391
IRS990/RevenuesLessExpensesCY0782560
IRS990/RevenuesLessExpensesPriorYear0-2071189
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY011108559
IRS990/SavingsAndTempCashInvestments/EOY05239839
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear0782560
IRS990ScheduleD/ExcessOrDeficitPerFS01460954
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0794347
IRS990ScheduleD/ExpensesSubtotal028437826
IRS990ScheduleD/FederalIncomeTaxLiability00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT RQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INFORMATION RETURNS FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED ARE SUBJECT TO EXAMINATION BY AUTHORITIES. PART XI, LINE 8: CHANGE IN BENEFIT OBLIGATIONS. PART XIII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART X, LINE 2:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0THE PLAN HAS ADOPTED GUIDANCE ON ACOUNTING FOR UNCERTAINTY IN INCOME
IRS990ScheduleD/InvestmentExpensesNotIncluded05679
IRS990ScheduleD/InvestmentExpensesNotIncluded205679
IRS990ScheduleD/NetUnrealizedGainsInvestments0-110274
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-110274
IRS990ScheduleD/OtherAmount0788668
IRS990ScheduleD/OtherExpensesNotIncluded0788668
IRS990ScheduleD/OtherLiabilities/Amount09097208
IRS990ScheduleD/OtherLiabilities/Description0PLAN'S BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotRptdF9900-110274
IRS990ScheduleD/RevenueNotRptdOnFinStmt05679
IRS990ScheduleD/RevenueSubtotal030009054
IRS990ScheduleD/TotalAdjustments0678394
IRS990ScheduleD/TotalExpenses029232173
IRS990ScheduleD/TotalExpensesPerForm990029232173
IRS990ScheduleD/TotalOfAmounts09097208
IRS990ScheduleD/TotalRevenue030014733
IRS990ScheduleD/TotalRevenuePerForm990030014733
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt028437826
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt029898780
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0the governing body. PART VI, SECTION B - LINE 11B: THE PLAN'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE 3RD PARTY ADMINISTRATOR FOR REVIEW, WHO THEN GIVES IT TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINES 12C, 13 AND 14: THE TRUSTEES FORMALLY ADOPTED THE CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES ON FEBRUARY 19, 2010. at least once annually, trustees and other individuals subject to the conflict of interest poicy will be asked to disclose any relationships or interests that could give rise to a conflict. PART VI, SECTION C - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE. PART XI, LLINE 5: UNREALIZED LOSS ON INVESTMENTS ($110,274)
IRS990ScheduleO/GeneralExplanation/Identifier0PART VI, SECTION A - LINE 8B:
IRS990ScheduleO/GeneralExplanation/ReturnReference0The plan does not have any committees with authority to act on behalf of
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103033 Alvarado St
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine116250 Viillage Parkway
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine121531 El Pinal Drive
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine131 CYCLOTRON ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine147180 KOLL CENTER PKWY STE 200
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine157180 KOLL CENTER PKWY STE 200
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0San Leandro
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Dublin
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2Stockton
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3BERKELEY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4PLEASANTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5PLEASANTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094577
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode194568
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode295205
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode394720
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode4945663184
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode5945663181
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg1false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg2false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg3false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg4false
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg5false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine13NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine14NA
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine15NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0941545856
IRS990ScheduleR/Form990ScheduleRPartII/EIN1940577269
IRS990ScheduleR/Form990ScheduleRPartII/EIN2946411032
IRS990ScheduleR/Form990ScheduleRPartII/EIN3942951741
IRS990ScheduleR/Form990ScheduleRPartII/EIN4943053367
IRS990ScheduleR/Form990ScheduleRPartII/EIN5943161563
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(c)(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection3501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection4501(C)(9)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState4CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState5CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10ALAMEDA COUNTY ELECTRICAL INDUSTRY APPRE
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11INTERNATIONAL BROTHERHOOD OF ELECTRICAL
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12SAN JOAQUIN AND CALAVERAS COUNTIES ELECT
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13LAWRENCE BERKLEY NATIONAL LABORATORY
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14ELECTRICAL INDUSTRY SERVICE CORP
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine15IBEW LO 595 VACATION PLAN
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Provide Train
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1members organ
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2Electrical Ap

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.5$17.2$59.3$47.2$48.8$1.63
2024Detailed filing. Detailed filing data is available for this year.$76.7$16.3$60.5$45.7$42.9$2.77
2023Detailed filing. Detailed filing data is available for this year.$74.8$18.1$56.7$46.4$41.9$4.47
2022Detailed filing. Detailed filing data is available for this year.$71.4$17.5$53.8$47.6$41.9$5.69
2021Detailed filing. Detailed filing data is available for this year.$67.7$16.9$50.8$44.8$40.6$4.17
2020Detailed filing. Detailed filing data is available for this year.$64.6$18.7$45.9$49.5$43.6$5.92
2019Detailed filing. Detailed filing data is available for this year.$54.8$15.7$39.1$44.9$40.2$4.68
2018Detailed filing. Detailed filing data is available for this year.$49.2$14.6$34.7$42.8$34.6$8.17
2017Detailed filing. Detailed filing data is available for this year.$41.0$13.9$27.1$38.4$33.9$4.48
2016Detailed filing. Detailed filing data is available for this year.$34.8$12.8$22.0$37.2$34.5$2.61
2015Detailed filing. Detailed filing data is available for this year.$31.2$11.2$20.0$32.3$31.4$0.95
2014Detailed filing. Detailed filing data is available for this year.$30.7$11.6$19.0$33.5$31.7$1.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$11.5$16.7$34.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$9.11$13.1$29.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$8.32$12.4$29.6