Civic Intelligence

Electrical Workers Health and Welfare

EIN 94-6250011 • 501(c)9 • San Jose, CA

View Organization Page

Profile

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

6293 San Ignacio AveSan Jose, CA 95119

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.49x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

0.85x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

26th percentile

-2.3%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

1.9%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$12,057,134

Down $1,194,553 (-9.0%) from 2024

Liabilities

Up

$6,809,622

Up $637,626 (+10%) from 2024

Net Assets

Down

$5,247,512

Down $1,832,179 (-26%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin26th percentile

Revenue

Up

$6,822,841

Up $1,000,409 (+17%) from 2024

Expenses

Up

$8,895,606

Up $3,137,225 (+54%) from 2024

Net Income

Down

-$2,072,765

Down $2,136,816 (-3336%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $4,200,823Liabilities 2011: $2,237,767Net Assets 2011: $1,963,0562011Assets 2012: $3,009,241Liabilities 2012: $1,461,134Net Assets 2012: $1,548,1072012Assets 2013: $3,335,836Liabilities 2013: $1,808,859Net Assets 2013: $1,526,9772013Assets 2014: $3,567,234Liabilities 2014: $1,633,391Net Assets 2014: $1,933,8432014Assets 2015: $4,203,232Liabilities 2015: $1,790,897Net Assets 2015: $2,412,3352015Assets 2016: $5,632,594Liabilities 2016: $1,958,609Net Assets 2016: $3,673,9852016Assets 2017: $8,398,910Liabilities 2017: $3,258,057Net Assets 2017: $5,140,8532017Assets 2018: $9,304,908Liabilities 2018: $2,563,027Net Assets 2018: $6,741,8812018Assets 2019: $11,581,799Liabilities 2019: $3,130,032Net Assets 2019: $8,451,7672019Assets 2020: $11,424,129Liabilities 2020: $4,388,040Net Assets 2020: $7,036,0892020Assets 2021: $12,831,564Liabilities 2021: $5,272,626Net Assets 2021: $7,558,9382021Assets 2022: $13,137,351Liabilities 2022: $6,055,980Net Assets 2022: $7,081,3712022Assets 2023: $12,946,721Liabilities 2023: $6,309,952Net Assets 2023: $6,636,7692023Assets 2024: $13,251,687Liabilities 2024: $6,171,996Net Assets 2024: $7,079,6912024Assets 2025: $12,057,134Liabilities 2025: $6,809,622Net Assets 2025: $5,247,5122025

Highlighted filing

2025

Assets$12,057,134
Liabilities$6,809,622
Net Assets$5,247,512
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,364,0702011Revenue 2012: $3,016,882Expenses 2012: $3,427,870Net Income 2012: -$410,9882012Expenses 2013: $3,731,6022013Revenue 2014: $3,756,036Expenses 2014: $3,348,199Net Income 2014: $407,8372014Revenue 2015: $3,899,156Expenses 2015: $3,419,815Net Income 2015: $479,3412015Revenue 2016: $4,596,129Expenses 2016: $3,339,999Net Income 2016: $1,256,1302016Revenue 2017: $5,669,687Expenses 2017: $4,194,779Net Income 2017: $1,474,9082017Revenue 2018: $5,521,284Expenses 2018: $3,920,256Net Income 2018: $1,601,0282018Revenue 2019: $6,205,673Expenses 2019: $4,495,787Net Income 2019: $1,709,8862019Revenue 2020: $6,223,938Expenses 2020: $7,639,616Net Income 2020: -$1,415,6782020Revenue 2021: $7,288,942Expenses 2021: $6,766,093Net Income 2021: $522,8492021Revenue 2022: $7,247,540Expenses 2022: $7,647,983Net Income 2022: -$400,4432022Revenue 2023: $7,384,409Expenses 2023: $7,552,324Net Income 2023: -$167,9152023Revenue 2024: $5,822,432Expenses 2024: $5,758,381Net Income 2024: $64,0512024Revenue 2025: $6,822,841Expenses 2025: $8,895,606Net Income 2025: -$2,072,7652025

Highlighted filing

2025

Revenue$6,822,841
Expenses$8,895,606
Net Income-$2,072,765
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,057,134
Liabilities
$6,809,622
Net assets
$5,247,512
Revenue
$6,822,841
Expenses
$8,895,606
Net income
-$2,072,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$6.81$5.25$6.82$8.90$2.07
2024Detailed filing. Detailed filing data is available for this year.$13.3$6.17$7.08$5.82$5.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.9$6.31$6.64$7.38$7.55$0.17
2022Detailed filing. Detailed filing data is available for this year.$13.1$6.06$7.08$7.25$7.65$0.40
2021Detailed filing. Detailed filing data is available for this year.$12.8$5.27$7.56$7.29$6.77$0.52
2020Detailed filing. Detailed filing data is available for this year.$11.4$4.39$7.04$6.22$7.64$1.42
2019Detailed filing. Detailed filing data is available for this year.$11.6$3.13$8.45$6.21$4.50$1.71
2018Detailed filing. Detailed filing data is available for this year.$9.30$2.56$6.74$5.52$3.92$1.60
2017Detailed filing. Detailed filing data is available for this year.$8.40$3.26$5.14$5.67$4.19$1.47
2016Detailed filing. Detailed filing data is available for this year.$5.63$1.96$3.67$4.60$3.34$1.26
2015Detailed filing. Detailed filing data is available for this year.$4.20$1.79$2.41$3.90$3.42$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.57$1.63$1.93$3.76$3.35$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$1.81$1.53$3.73
2012Summary only. Only limited summary data is available for this year.$3.01$1.46$1.55$3.02$3.43$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$2.24$1.96$3.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 19, 2026
Return Version
2024v5.2
Gross Receipts
$10,041,328
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,442,921$9,060,841▲ $617,920
Rtn Earn Endowment Incm Other Fnds$7,079,691$5,247,512▼ $1,832,179
Accounts Receivable$3,098,125$2,231,433▼ $866,692
Cash and Non-Interest-Bearing Accounts$303,319$657,475▲ $354,156
Savings and Temporary Cash Investments$1,403,742$96,684▼ $1,307,058
Prepaid Expenses and Deferred Charges$3,580$10,701▲ $7,121
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$13,251,687$12,057,134▼ $1,194,553
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,018,322$6,598,166▲ $579,844
Accounts Payable and Accrued Expenses$153,674$211,456▲ $57,782
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$6,171,996$6,809,622▲ $637,626
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,079,691$5,247,512▼ $1,832,179
Total Liabilities and Net Assets / Fund Balance$13,251,687$12,057,134▼ $1,194,553
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Andrew HartmannTrustee
Heather JeromeTrustee
Jerri ChamplinTrustee
Jose MunozTrustee
Kevin RateganTrustee
Mark CloughTrustee
Andres LaureanoTrustee (past)
Paul GutierrezTrustee (past)

Highest Paid Contractors

ContractorServicesLocationCompensation
BenesysAdministrative Srvcs6293 SAN IGNACIO AVE, San Jose, CA 95119$185,683
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,393,711
Investment Income
$429,130
Other Revenue
$0
Change in Net Assets
$-2,072,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,822,841
Revenue Not Reported on Form 990
$240,586
Total Revenue per Audited Statements
$7,063,427
Total Revenue per Form 990
$6,822,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$386,552
Salaries, Compensation, and Employee Benefits$98,848
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,410,206
Fees for Services Management---$185,683
Fees for Services Other---$62,116
Other Salaries and Wages---$49,276
Fees for Services Accounting---$34,587
Insurance---$32,317
Fees for Service Investment Mgmnt Fees---$24,325
Other Employee Benefits---$23,609
Fees for Services Legal---$16,293
Payroll Taxes---$16,163
Office Expenses---$15,312
Pension Plan Contributions---$9,800
Conferences and Meetings---$6,407
Other Expenses---$2,342
Total Functional Expenses$0$0$0$8,895,606

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,895,606
Expenses per Audited Statements$8,315,762
Total Expenses per Audited Statements$8,315,762
Expenses Not Reported on Financial Statements$579,844
Other Expense Adjustments$579,844
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 Obligations$6,598,166
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A - LINE 8B:

“THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.”

PART VI, SECTION B - LINE 11B:

“THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST.”

PART VI, SECTION B - LINE 12C:

“The board of trustees meet quarterly and are required to disclose any conflicts at these meetings.”

PART VI, SECTION C - LINE 19:

“THE fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.”

PART VII - COMPENSATION OF OFFICERS, DIRECTORS, AND TRUSTEES:

“compensation paid to trustees who are employed by related parties is reported on that entity's annual tax or informational return filings.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Health and Welfare
EIN
94-6250011
In Care Of
% KAITLYN DEPALMA
Phone
4085883768
Address
6293 SAN IGNACIO AVE, SAN JOSE, CA 95119

Signing Officer

Name
Jerri Champlin
Title
Co-chair
Phone
4085883768
Signed
2026-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerri Champlin
Formed
1971
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. part XII, line 4b: change in benefit obligations.”

Raw XML AppendixShowing 400 of 458 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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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt021974
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03240461
IRS990/GrossReceiptsAmt010041328
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt032317
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0407156
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0407156
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08442921
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09060841
IRS990/IRPDocumentCnt088
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03218487
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07079691
IRS990/NetAssetsOrFundBalancesEOYAmt05247512
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt021974
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt021974
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0240586
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt015312
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023609
IRS990/OtherExpensesGrp/Desc0DRUG SCREENING FEES
IRS990/OtherExpensesGrp/Desc1ERTS SERVICE PROVIDER FEES
IRS990/OtherExpensesGrp/Desc2PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt04690
IRS990/OtherExpensesGrp/TotalAmt12480
IRS990/OtherExpensesGrp/TotalAmt22342
IRS990/OtherLiabilitiesGrp/BOYAmt06018322
IRS990/OtherLiabilitiesGrp/EOYAmt06598166
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt049276
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt016163
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt09800
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010701
IRS990/PrincipalOfficerNm0JERRI CHAMPLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06118714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1274997
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05255882
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130651
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0407622
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05691781
IRS990/PYRevenuesLessExpensesAmt064051
IRS990/PYSalariesCompEmpBnftPaidAmt094877
IRS990/PYTotalExpensesAmt05758381
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05822432
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2072765
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/BOYAmt07079691
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05247512
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01403742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096684
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0579844
IRS990ScheduleD/ExpensesSubtotalAmt08315762
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0240586
IRS990ScheduleD/OtherExpensesNotIncludedAmt0579844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06598166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0240586
IRS990ScheduleD/RevenueSubtotalAmt06822841
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. part XII, line 4b: change in benefit obligations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt08895606
IRS990ScheduleD/TotalLiabilityAmt06598166
IRS990ScheduleD/TotalRevenuePerForm990Amt06822841
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07063427
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08315762
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES MEET QUARTERLY AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4compensation paid to trustees who are employed by related parties is reported on that entity's annual tax or informational return filings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A - LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B - LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B - LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C - LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII - COMPENSATION OF OFFICERS, DIRECTORS, AND TRUSTEES:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL UNION 234
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941718144
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0747 EL CAMINO REAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SALINAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093907
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS TAXABLE AS A PARTNERSHIP AND CORPORATION OR TRUST: the list of contributing employers, by entity type is not available at the administrative office; if you have specific questions regarding contributing employers, please contact the administrative office.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS,
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013251687
IRS990/TotalAssetsEOYAmt012057134
IRS990/TotalAssetsGrp/BOYAmt013251687
IRS990/TotalAssetsGrp/EOYAmt012057134
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt08895606
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06171996
IRS990/TotalLiabilitiesEOYAmt06809622

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