Civic Intelligence

Teamsters Local Union 856 Health and Welfare Fund

EIN 94-6123582 • 501(c)9 • Seattle, WA

View Organization Page

Profile

Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).

2323 Eastlake Ave ESeattle, WA 98102

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.25x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.15x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

51st percentile

5.1%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

46th percentile

$23,920

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

41st percentile

4.5%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$84,013,663

Up $11,887,286 (+16%) from 2023

Liabilities

Up

$20,834,790

Up $2,800,997 (+16%) from 2023

Net Assets

Up

$63,178,873

Up $9,086,289 (+17%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin51st percentile

Revenue

Up

$134,966,800

Up $5,860,399 (+4.5%) from 2023

Expenses

Up

$128,142,399

Up $2,136,613 (+1.7%) from 2023

Net Income

Up

$6,824,401

Up $3,723,786 (+120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$100M$50M$0Assets 2010: $30,914,273Liabilities 2010: $6,987,362Net Assets 2010: $23,926,9112010Assets 2011: $32,039,586Liabilities 2011: $6,891,872Net Assets 2011: $25,147,7142011Assets 2012: $30,735,029Liabilities 2012: $7,543,175Net Assets 2012: $23,191,8542012Assets 2013: $26,616,646Liabilities 2013: $7,166,684Net Assets 2013: $19,449,9622013Assets 2014: $27,174,399Liabilities 2014: $8,355,330Net Assets 2014: $18,819,0692014Assets 2015: $26,711,276Liabilities 2015: $8,891,355Net Assets 2015: $17,819,9212015Assets 2016: $29,923,524Liabilities 2016: $9,288,195Net Assets 2016: $20,635,3292016Assets 2017: $41,592,650Liabilities 2017: $8,526,130Net Assets 2017: $33,066,5202017Assets 2018: $51,204,548Liabilities 2018: $11,437,313Net Assets 2018: $39,767,2352018Assets 2019: $58,406,638Liabilities 2019: $14,295,927Net Assets 2019: $44,110,7112019Assets 2020: $67,166,206Liabilities 2020: $13,897,943Net Assets 2020: $53,268,2632020Assets 2021: $65,927,125Liabilities 2021: $17,285,298Net Assets 2021: $48,641,8272021Assets 2022: $66,307,297Liabilities 2022: $16,512,835Net Assets 2022: $49,794,4622022Assets 2023: $72,126,377Liabilities 2023: $18,033,793Net Assets 2023: $54,092,5842023Assets 2024: $84,013,663Liabilities 2024: $20,834,790Net Assets 2024: $63,178,8732024

Highlighted filing

2024

Assets$84,013,663
Liabilities$20,834,790
Net Assets$63,178,873
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $31,114,2322010Expenses 2011: $31,415,0472011Expenses 2012: $34,455,0332012Expenses 2013: $36,481,1862013Revenue 2014: $39,668,430Expenses 2014: $40,801,892Net Income 2014: -$1,133,4622014Revenue 2015: $49,243,677Expenses 2015: $49,103,733Net Income 2015: $139,9442015Revenue 2016: $52,585,087Expenses 2016: $48,974,517Net Income 2016: $3,610,5702016Revenue 2017: $63,205,021Expenses 2017: $51,201,270Net Income 2017: $12,003,7512017Revenue 2018: $74,957,215Expenses 2018: $67,639,197Net Income 2018: $7,318,0182018Revenue 2019: $98,908,244Expenses 2019: $95,618,401Net Income 2019: $3,289,8432019Revenue 2020: $109,194,486Expenses 2020: $101,273,508Net Income 2020: $7,920,9782020Revenue 2021: $107,400,546Expenses 2021: $112,209,890Net Income 2021: -$4,809,3442021Revenue 2022: $120,194,660Expenses 2022: $115,436,177Net Income 2022: $4,758,4832022Revenue 2023: $129,106,401Expenses 2023: $126,005,786Net Income 2023: $3,100,6152023Revenue 2024: $134,966,800Expenses 2024: $128,142,399Net Income 2024: $6,824,4012024

Highlighted filing

2024

Revenue$134,966,800
Expenses$128,142,399
Net Income$6,824,401
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
$84,013,663
Liabilities
$20,834,790
Net assets
$63,178,873
Revenue
$134,966,800
Expenses
$128,142,399
Net income
$6,824,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.0$20.8$63.2$135$128$6.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.1$18.0$54.1$129$126$3.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.3$16.5$49.8$120$115$4.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.9$17.3$48.6$107$112$4.81
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.2$13.9$53.3$109$101$7.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.4$14.3$44.1$98.9$95.6$3.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.2$11.4$39.8$75.0$67.6$7.32
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.6$8.53$33.1$63.2$51.2$12.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$9.29$20.6$52.6$49.0$3.61
2015Detailed filing. Detailed filing data is available for this year.$26.7$8.89$17.8$49.2$49.1$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$8.36$18.8$39.7$40.8$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$7.17$19.4$36.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$7.54$23.2$34.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.0$6.89$25.1$31.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$6.99$23.9$31.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$138,965,841
Mission and Program Overview

Mission

Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).

Health and Welfare Plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,527,320$33,044,191▲ $9,516,871
Investments Other Securities$20,811,255$19,280,823▼ $1,530,432
Savings and Temporary Cash Investments$13,014,651$16,506,903▲ $3,492,252
Accounts Receivable$13,529,197$13,719,476▲ $190,279
Cash and Non-Interest-Bearing Accounts$1,240,656$1,455,732▲ $215,076
Prepaid Expenses and Deferred Charges$3,298$6,538▲ $3,240
Total Assets$72,126,377$84,013,663▲ $11,887,286
Liabilities
Other Liabilities$17,648,790$20,437,667▲ $2,788,877
Accounts Payable and Accrued Expenses$385,003$397,123▲ $12,120
Total Liabilities$18,033,793$20,834,790▲ $2,800,997
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,092,584$63,178,873▲ $9,086,289
Total Net Assets Fund Balance$54,092,584$63,178,873▲ $9,086,289
Total Liabilities and Net Assets / Fund Balance$72,126,377$84,013,663▲ $11,887,286

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,862,872--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
D CornfordTrustee, Co-ChairPT$23,920$23,920
J WallTrustee, Co-ChairPT$23,920$23,920
B ConhainTrustee-$23,920$23,920
M LagomarsinoTrustee-$23,920$23,920

Board Members and Trustees

NameTitle
A RungisTrustee
P FinnTrustee
S FarberTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$132,478,685
Investment Income
$2,079,231
Other Revenue
$408,884
Change in Net Assets
$6,824,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$134,826,049
Revenue Not Reported on Financial Statements
$140,751
Revenue Not Reported on Form 990
$2,261,888
Other Revenue Adjustments
$140,751
Total Revenue per Audited Statements
$137,087,937
Total Revenue per Form 990
$134,966,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,387,762
Salaries, Compensation, and Employee Benefits$95,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$124,658,957
Fees for Service Investment Mgmnt Fees---$140,751
All Other Expenses---$119,506
Current Officers, Directors, Trustees, and Key Employees---$95,680
Fees for Services Accounting---$71,087
Fees for Services Legal---$69,202
Other Expenses---$51,003
Insurance---$38,112
Fees for Services Other---$29,978
Conferences and Meetings---$7,729
Total Functional Expenses$0$0$0$128,142,399

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$128,142,399
Expenses per Audited Statements$125,212,774
Total Expenses per Audited Statements$125,212,774
Expenses Not Reported on Financial Statements$2,929,625
Other Expense Adjustments$2,929,625
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
Accumulated eligibility credits$10,590,099
Estimated claims payable$6,498,951
Group insurance premiums payable$1,688,617
Est.claims incurred but not reported$1,660,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Form 990 is provided to the governing body and also to the professional administrator of the organization.”

Form 990, Part VI, Section B, line 15

“In determining compensation for the organization's Chairman and Trustees, comparable compensation of like organizations is considered and used to determine this compensation, and review of the final determination is completed by the governing board of trustees. This process was last undertaken in the year ended June 30, 2024.”

Form 990, Part VI, Section C, line 19

“The organization's administrator makes this information available to the public. A copy of the information can be requested by writing or calling the administrator. The information can also be examined at the administrator's office.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local Union 856 Health And
EIN
94-6123582
Phone
2063294900
Address
2323 Eastlake Ave E, Seattle, WA 98102

Signing Officer

Name
Peter Finn
Title
Trustee
Phone
2063294000
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Wall
Formed
1964
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Reuben E Price & Co Cpas
Address
1 Crow Canyon Court, San Ramon, CA 94583
Preparer
Richard Price
Phone
4159823556
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“NOTE 3: Tax Status The Trust, established under the Plan to hold the Plan's assets, is intended to qualify pursuant to Section 501 (c) 9 of the Internal Revenue Code and, accordingly, the Trust's net investment income is exempt from income taxes. The Trust has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan sponsors believe that the Trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Therefore, no provision for income taxes has been included in the Plan's financial statements. The tax years that remain subject to examination by major tax jurisdictions are tax years that are within five years of the filing of the federal and state income tax returns.”

Part XI, Line 4B - Other Adjustments:

“Investment management fees reclassification, $140,751 140,751.”

Part XII, Line 4B - Other Adjustments:

“Investment management reclassification, $140,751 140,751. Increase in accrued benefits payable, $2,788,874 2,788,874.”

Raw XML Appendix357 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0385003
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0397123
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IRS990/AccountsReceivableGrp/EOYAmt013719476
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Health and Welfare Plan
IRS990/AllOtherExpensesGrp/TotalAmt0119506
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0124658957
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Northwest Administrators Inc
IRS990/BooksInCareOfDetail/PhoneNum02063294900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02323 Eastlake Ave E
IRS990/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098102
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IRS990/CashNonInterestBearingGrp/EOYAmt01455732
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt095680
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt07729
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02079231
IRS990/CYOtherExpensesAmt03387762
IRS990/CYOtherRevenueAmt0408884
IRS990/CYProgramServiceRevenueAmt0132478685
IRS990/CYRevenuesLessExpensesAmt06824401
IRS990/CYSalariesCompEmpBnftPaidAmt095680
IRS990/CYTotalExpensesAmt0128142399
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0134966800
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).
IRS990/DescribedInSection501c3Ind00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt071087
IRS990/FeesForServicesLegalGrp/TotalAmt069202
IRS990/FeesForServicesOtherGrp/TotalAmt029978
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0140751
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0B Conhain
IRS990/Form990PartVIISectionAGrp/PersonNm1D Cornford
IRS990/Form990PartVIISectionAGrp/PersonNm2P Finn
IRS990/Form990PartVIISectionAGrp/PersonNm3M Lagomarsino
IRS990/Form990PartVIISectionAGrp/PersonNm4A Rungis
IRS990/Form990PartVIISectionAGrp/PersonNm5J Wall
IRS990/Form990PartVIISectionAGrp/PersonNm6S Farber
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt023920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt123920
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee, Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee, Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027036
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027036
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02261888
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt054092584
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Administrator fees
IRS990/OtherExpensesGrp/Desc1Plan consultant fees
IRS990/OtherExpensesGrp/Desc2Employer payroll audit
IRS990/OtherExpensesGrp/Desc3Printing
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IRS990/OtherExpensesGrp/TotalAmt1243079
IRS990/OtherExpensesGrp/TotalAmt2113474
IRS990/OtherExpensesGrp/TotalAmt351003
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0408884
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0408884
IRS990/OtherRevenueTotalAmt0408884
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03298
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06538
IRS990/PrincipalOfficerNm0Julie Wall
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0132478685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0132478685
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0122674581
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01345227
IRS990/PYOtherExpensesAmt03244858
IRS990/PYOtherRevenueAmt0336931
IRS990/PYProgramServiceRevenueAmt0127424243
IRS990/PYRevenuesLessExpensesAmt03100615
IRS990/PYSalariesCompEmpBnftPaidAmt086347
IRS990/PYTotalExpensesAmt0126005786
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0129106401
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06824401
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013014651
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016506903
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02929625
IRS990ScheduleD/ExpensesSubtotalAmt0125212774
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02261888
IRS990ScheduleD/OtherExpensesNotIncludedAmt02929625
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01688617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16498951
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21660000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt310590099
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Group insurance premiums payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Estimated claims payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Est.claims incurred but not reported
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Accumulated eligibility credits
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0140751
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04909262
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19508689
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24862872
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pooled separate account
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Bank loan fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Stock index fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt02261888
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0140751
IRS990ScheduleD/RevenueSubtotalAmt0134826049
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NOTE 3: Tax Status The Trust, established under the Plan to hold the Plan's assets, is intended to qualify pursuant to Section 501 (c) 9 of the Internal Revenue Code and, accordingly, the Trust's net investment income is exempt from income taxes. The Trust has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan sponsors believe that the Trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Therefore, no provision for income taxes has been included in the Plan's financial statements. The tax years that remain subject to examination by major tax jurisdictions are tax years that are within five years of the filing of the federal and state income tax returns.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment management fees reclassification, $140,751 140,751.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Investment management reclassification, $140,751 140,751. Increase in accrued benefits payable, $2,788,874 2,788,874.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt019280823
IRS990ScheduleD/TotalExpensesPerForm990Amt0128142399
IRS990ScheduleD/TotalLiabilityAmt020437667
IRS990ScheduleD/TotalRevenuePerForm990Amt0134966800
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0137087937
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0125212774
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Compensation paid requires approval of the Board of Trustees.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is provided to the governing body and also to the professional administrator of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In determining compensation for the organization's Chairman and Trustees, comparable compensation of like organizations is considered and used to determine this compensation, and review of the final determination is completed by the governing board of trustees. This process was last undertaken in the year ended June 30, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's administrator makes this information available to the public. A copy of the information can be requested by writing or calling the administrator. The information can also be examined at the administrator's office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt072126377
IRS990/TotalAssetsEOYAmt084013663
IRS990/TotalAssetsGrp/BOYAmt072126377
IRS990/TotalAssetsGrp/EOYAmt084013663
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128142399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018033793
IRS990/TotalLiabilitiesEOYAmt020834790
IRS990/TotalLiabilitiesGrp/BOYAmt018033793
IRS990/TotalLiabilitiesGrp/EOYAmt020834790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054092584
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063178873
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0132478685
IRS990/TotalReportableCompFromOrgAmt095680
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134966800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134966800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt072126377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084013663
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02323 Eastlake Ave E
IRS990/USAddress/CityNm0Seattle
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098102
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.healthfund856.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Finn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02063294000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Teamsters Local Union 856 Health And
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Welfare Fund
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0946123582
ReturnHeader/Filer/PhoneNum02063294900
ReturnHeader/Filer/USAddress/AddressLine1Txt02323 Eastlake Ave E
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943089756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REUBEN E PRICE & CO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Crow Canyon Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum04159823556
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Price
ReturnHeader/ReturnTs02025-05-01T11:46:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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