Civic Intelligence

Joint Benefit Trust

990 • Fiscal year 2016 • EIN 94-6284253

May 01, 2015 to Apr 30, 2016 • Filed on Feb 09, 2017

Organization ProfileN/A

View Organization Page

4160 Dublin Boulevard No 400Dublin, CA 94568

(925) 883-7300

Siviq Scores

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

Liabilities / Assets

78th percentile

0.25x

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.17x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

66th percentile

7.5%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$1

Higher top officer pay than 40% of similar nonprofits.

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.6%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$35,041,113

Up $3,632,392 (+12%) from 2015

Net Assets

Up

$26,331,513

Up $3,929,821 (+18%) from 2015

Liabilities

Down

$8,709,600

Down $297,429 (-3.3%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin66th percentile

Revenue

Up

$51,460,684

Up $2,712,428 (+5.6%) from 2015

Expenses

Up

$47,604,266

Up $2,740,158 (+6.1%) from 2015

Net Income

Down

$3,856,418

Down $27,730 (-0.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$80M$60M$40M$20M$0Assets 2010: $31,597,279Liabilities 2010: $9,794,788Net Assets 2010: $21,802,4912010Assets 2011: $25,019,860Liabilities 2011: $10,918,629Net Assets 2011: $14,101,2312011Assets 2012: $23,091,030Liabilities 2012: $10,231,250Net Assets 2012: $12,859,7802012Assets 2013: $25,867,177Liabilities 2013: $10,538,692Net Assets 2013: $15,328,4852013Assets 2014: $26,854,792Liabilities 2014: $8,325,863Net Assets 2014: $18,528,9292014Assets 2015: $31,408,721Liabilities 2015: $9,007,029Net Assets 2015: $22,401,6922015Assets 2016: $35,041,113Liabilities 2016: $8,709,600Net Assets 2016: $26,331,5132016Assets 2017: $37,406,031Liabilities 2017: $12,729,158Net Assets 2017: $24,676,8732017Assets 2018: $41,056,171Liabilities 2018: $11,698,575Net Assets 2018: $29,357,5962018Assets 2019: $39,008,879Liabilities 2019: $11,263,107Net Assets 2019: $27,745,7722019Assets 2020: $41,768,062Liabilities 2020: $7,190,582Net Assets 2020: $34,577,4802020Assets 2021: $49,851,137Liabilities 2021: $13,595,741Net Assets 2021: $36,255,3962021Assets 2022: $57,691,300Liabilities 2022: $10,230,529Net Assets 2022: $47,460,7712022Assets 2023: $58,700,650Liabilities 2023: $7,467,806Net Assets 2023: $51,232,8442023Assets 2024: $59,173,548Liabilities 2024: $10,879,686Net Assets 2024: $48,293,8622024Assets 2025: $60,932,056Liabilities 2025: $11,443,361Net Assets 2025: $49,488,6952025

Highlighted filing

2016

Assets$35,041,113
Liabilities$8,709,600
Net Assets$26,331,513
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $52,045,3052010Revenue 2011: $48,052,144Expenses 2011: $55,882,085Net Income 2011: -$7,829,9412011Revenue 2012: $55,398,271Expenses 2012: $56,583,143Net Income 2012: -$1,184,8722012Expenses 2013: $49,826,8442013Revenue 2014: $48,035,936Expenses 2014: $44,757,042Net Income 2014: $3,278,8942014Revenue 2015: $48,748,256Expenses 2015: $44,864,108Net Income 2015: $3,884,1482015Revenue 2016: $51,460,684Expenses 2016: $47,604,266Net Income 2016: $3,856,4182016Revenue 2017: $48,563,135Expenses 2017: $50,272,997Net Income 2017: -$1,709,8622017Revenue 2018: $54,647,550Expenses 2018: $49,997,980Net Income 2018: $4,649,5702018Revenue 2019: $51,352,005Expenses 2019: $53,515,306Net Income 2019: -$2,163,3012019Revenue 2020: $51,789,927Expenses 2020: $44,661,845Net Income 2020: $7,128,0822020Revenue 2021: $54,575,211Expenses 2021: $54,071,086Net Income 2021: $504,1252021Revenue 2022: $62,000,712Expenses 2022: $49,055,323Net Income 2022: $12,945,3892022Revenue 2023: $47,391,593Expenses 2023: $43,815,974Net Income 2023: $3,575,6192023Revenue 2024: $47,151,511Expenses 2024: $50,882,859Net Income 2024: -$3,731,3482024Revenue 2025: $45,348,279Expenses 2025: $45,533,294Net Income 2025: -$185,0152025

Highlighted filing

2016

Revenue$51,460,684
Expenses$47,604,266
Net Income$3,856,418
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$97,748,767
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,156,928$29,491,075▲ $2,334,147
Rtn Earn Endowment Incm Other Fnds$22,401,692$26,331,513▲ $3,929,821
Accounts Receivable$3,834,522$4,539,606▲ $705,084
Cash and Non-Interest-Bearing Accounts$188,742$788,490▲ $599,748
Prepaid Expenses and Deferred Charges$38,237$31,650▼ $6,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,408,721$35,041,113▲ $3,632,392
Other Assets Total$190,292$190,292→ $0
Liabilities
Other Liabilities$8,492,723$8,060,322▼ $432,401
Accounts Payable and Accrued Expenses$514,306$649,278▲ $134,972
Total Liabilities$9,007,029$8,709,600▼ $297,429
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,401,692$26,331,513▲ $3,929,821
Total Liabilities and Net Assets / Fund Balance$31,408,721$35,041,113▲ $3,632,392
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organization$1$1

Board Members and Trustees

NameTitle
Adam OchoaTrustee
Adam SroufeTrustee
Ashley AlvaradoTrustee
Crescencio DiazTrustee
Justin MullinsTrustee
Pablo BarreraTrustee
Stacey CueTrustee
Tom NettTrustee
Richard EhrlerTrustee-past
Thuy WagnerTrustee-past

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Services & Benefit AdminAdministrator Fees4160 DUBLIN BLVD SUITE 400, Dublin, CA 94588$3,330,456
Blue Cross Of CaliforniaPpo Network FeeDEPARTMENT 5812, Los Angeles, CA 90074-5812$592,621
The Segal CompanyActuarial And Consulting Fees100 MONTGOMERY STREET SUITE 500, San Francisco, CA 94104$319,739
American Health WaysAdministration FeesPO BOX 166718, Atlanta, GA 30368-7180$287,207
Beeson Tayer & BodineLegal Expense483 9TH ST STE 200, Oakland, CA 94607$220,447
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,251,487
Investment Income
$209,166
Other Revenue
$31
Change in Net Assets
$3,856,418

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,418,744
Revenue Not Reported on Financial Statements
$41,940
Revenue Not Reported on Form 990
$73,403
Total Revenue per Audited Statements
$51,492,147
Total Revenue per Form 990
$51,460,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,867,843
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---$41,736,423
Fees for Services Management---$3,070,447
Fees for Services Other---$1,652,773
Fees for Services Legal---$297,377
Office Expenses---$275,120
Fees for Services Accounting---$125,454
Conferences and Meetings---$79,462
Fees for Service Investment Mgmnt Fees---$41,940
Insurance---$41,347
Other Expenses---$1,115
Total Functional Expenses$0$0$0$47,604,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$47,994,727
Total Expenses per Audited Statements$47,994,727
Total Expenses per Form 990$47,604,266
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-390,461
Other Expense Adjustments$-432,401
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
Claims Payable and Ibnr$4,317,000
Accumulated Eligibility Credits$3,254,322
Group Ins Premiums Payable$489,000
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 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 trust has contracted with health services & benefit administrators, inc. To provide administrative services for the organization.”

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

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to all members of the governing body for review before it was filed.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict-of-interest policy covers trustees, officers and all management employees who can influence the actions of the fund. The policy provides several examples of transactions that would be considered a conflict of interest. It is assumed that the trustees, officers and management will recognize conflicts based on the examples, or by analogy with the examples, provided in the policy. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the fund manager or chairman. Transactions may be undertaken only if they are fully disclosed, the person with the conflict of interest is excluded from the discussion and approval of such transaction, a competitive bid or comparable valuation exists, and the fund manager or chairman has determined that the transaction is in the best interests of the organization.”

Form 990, Part VI, Section C, Line 19

“All governing documents, the conflict-of-interest policy and financial statements are available to the public upon request.”

FORM 990, PART VII, SECTION A, LINE 11A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related non-profit organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, health services & benefit administrators, inc.”

Filing and Contact Details

Filer

Filer Name
Joint Benefit Trust
EIN
94-6284253
Phone
9258837300
Address
4160 DUBLIN BOULEVARD NO 400, DUBLIN, CA 94568

Signing Officer

Name
Maria Ashley Alvarado
Title
Trustee
Phone
9258837300
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maria Ashley Alvarado
Formed
1972
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board assumes responsibility for oversight of the audited financial statements and selection of the independent accountant. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of april 30, 2016, 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 plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 532 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/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE-PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAID BY RELATED ORGANIZATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-135601
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt046152482
IRS990/GrossReceiptsAmt097748767
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt041347
IRS990/InvestmentIncomeGrp/ExclusionAmt0344767
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0344767
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027156928
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029491075
IRS990/IRPDocumentCnt0319
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046288083
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022401692
IRS990/NetAssetsOrFundBalancesEOYAmt026331513
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-135601
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-135601
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt073403
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0275120
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0190292
IRS990/OtherAssetsTotalGrp/EOYAmt0190292
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc1PCORI TAX
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0260524
IRS990/OtherExpensesGrp/TotalAmt122284
IRS990/OtherExpensesGrp/TotalAmt21115
IRS990/OtherLiabilitiesGrp/BOYAmt08492723
IRS990/OtherLiabilitiesGrp/EOYAmt08060322
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031
IRS990/OtherRevenueTotalAmt031
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038237
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031650
IRS990/PrincipalOfficerNm0MARIA ASHLEY ALVARADO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3STOP-LOSS RECOVERY
IRS990/ProgramServiceRevenueGrp/Desc4CAREMARK REBATE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048355990
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11841640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2570322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3307834
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4175701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048355990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11841640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2570322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3307834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4175701
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt039251593
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0168229
IRS990/PYOtherExpensesAmt05612515
IRS990/PYOtherRevenueAmt020958
IRS990/PYProgramServiceRevenueAmt048559069
IRS990/PYRevenuesLessExpensesAmt03884148
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044864108
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt048748256
IRS990/ReconcilationRevenueExpnssAmt03856418
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt022401692
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026331513
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-390461
IRS990ScheduleD/ExpensesSubtotalAmt047994727
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt041940
IRS990ScheduleD/InvestmentExpensesNotIncldAmt041940
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073403
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-432401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03254322
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1489000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24317000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INS PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/RevenueNotReportedAmt073403
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt041940
IRS990ScheduleD/RevenueSubtotalAmt051418744
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2016, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt047604266
IRS990ScheduleD/TotalLiabilityAmt08060322
IRS990ScheduleD/TotalRevenuePerForm990Amt051460684
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051492147
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047994727
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS TRUSTEES, OFFICERS AND ALL MANAGEMENT EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE FUND. THE POLICY PROVIDES SEVERAL EXAMPLES OF TRANSACTIONS THAT WOULD BE CONSIDERED A CONFLICT OF INTEREST. IT IS ASSUMED THAT THE TRUSTEES, OFFICERS AND MANAGEMENT WILL RECOGNIZE CONFLICTS BASED ON THE EXAMPLES, OR BY ANALOGY WITH THE EXAMPLES, PROVIDED IN THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE FUND MANAGER OR CHAIRMAN. TRANSACTIONS MAY BE UNDERTAKEN ONLY IF THEY ARE FULLY DISCLOSED, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS, AND THE FUND MANAGER OR CHAIRMAN HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED NON-PROFIT ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt11CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt12CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt13CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt14CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt15CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt16CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt17CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt18CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt19CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DEL MONTE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CAMPBELL SOUP SUPPLY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2H J HEINZ COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3HORMEL FOODS CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CON AGRA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5PACIFIC COAST PRODUCERS

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,041,113
Liabilities
$8,709,600
Net assets
$26,331,513
Revenue
$51,460,684
Expenses
$47,604,266
Net income
$3,856,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.9$11.4$49.5$45.3$45.5$0.19
2024Detailed filing. Detailed filing data is available for this year.$59.2$10.9$48.3$47.2$50.9$3.73
2023Detailed filing. Detailed filing data is available for this year.$58.7$7.47$51.2$47.4$43.8$3.58
2022Detailed filing. Detailed filing data is available for this year.$57.7$10.2$47.5$62.0$49.1$12.9
2021Detailed filing. Detailed filing data is available for this year.$49.9$13.6$36.3$54.6$54.1$0.50
2020Detailed filing. Detailed filing data is available for this year.$41.8$7.19$34.6$51.8$44.7$7.13
2019Detailed filing. Detailed filing data is available for this year.$39.0$11.3$27.7$51.4$53.5$2.16
2018Detailed filing. Detailed filing data is available for this year.$41.1$11.7$29.4$54.6$50.0$4.65
2017Detailed filing. Detailed filing data is available for this year.$37.4$12.7$24.7$48.6$50.3$1.71
2016Detailed filing. Detailed filing data is available for this year.$35.0$8.71$26.3$51.5$47.6$3.86
2015Detailed filing. Detailed filing data is available for this year.$31.4$9.01$22.4$48.7$44.9$3.88
2014Detailed filing. Detailed filing data is available for this year.$26.9$8.33$18.5$48.0$44.8$3.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$10.5$15.3$49.8
2012Summary only. Only limited summary data is available for this year.$23.1$10.2$12.9$55.4$56.6$1.18
2011Summary only. Only limited summary data is available for this year.$25.0$10.9$14.1$48.1$55.9$7.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$9.79$21.8$52.0