Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
990 • Fiscal year 2016 • EIN 94-6434612
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Assets
Down$6,281,584
Down $43,554 (-0.7%) from 2015
Net Assets
Up$4,600,009
Up $299,482 (+7.0%) from 2015
Liabilities
Down$1,681,575
Down $343,036 (-17%) from 2015
Revenue
Down$16,363,228
Down $2,436,571 (-13%) from 2015
Expenses
Down$15,970,216
Down $1,916,995 (-11%) from 2015
Net Income
Down$393,012
Down $519,576 (-57%) from 2015
NONE
SEE (A) BELOW
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $4,300,527 | $4,600,009 | ▲ $299,482 |
| Cash and Non-Interest-Bearing Accounts | $3,503,628 | $2,808,090 | ▼ $695,538 |
| Investments in Publicly Traded Securities | $1,709,132 | $1,646,059 | ▼ $63,073 |
| Accounts Receivable | $646,889 | $1,467,222 | ▲ $820,333 |
| Savings and Temporary Cash Investments | $15,301 | $14,363 | ▼ $938 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $6,325,138 | $6,281,584 | ▼ $43,554 |
| Other Assets Total | $450,188 | $345,850 | ▼ $104,338 |
| Liabilities | |||
| Other Liabilities | $1,953,566 | $1,588,060 | ▼ $365,506 |
| Accounts Payable and Accrued Expenses | $71,045 | $93,515 | ▲ $22,470 |
| Total Liabilities | $2,024,611 | $1,681,575 | ▼ $343,036 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,300,527 | $4,600,009 | ▲ $299,482 |
| Total Liabilities and Net Assets / Fund Balance | $6,325,138 | $6,281,584 | ▼ $43,554 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $345,850 | - | - |
| Name | Title |
|---|---|
| Catherine Fox | Trustee |
| Ces Butner | Trustee |
| Dave Bottomley | Trustee |
| Patrick Lawing | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Anthem Blue Cross | Claims Administration | PO BOX 60007, Los Angeles, CA 90060 | $361,993 |
| Andreini & Co | Consultant | 220 WEST 20TH AVENUE, San Mateo, CA 94403 | $123,831 |
| Preferred Benefit Insurance Administrato | Contract Administrator | 5776 STONERIDGE MALL RD, Pleasanton, CA 94588 | $108,405 |
| Line Item | Amount |
|---|---|
| Other Expenses | $962,205 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $15,008,011 |
| Fees for Services Management | - | - | - | $747,469 |
| Fees for Services Accounting | - | - | - | $41,657 |
| Fees for Services Legal | - | - | - | $28,754 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $13,204 |
| Insurance | - | - | - | $12,590 |
| Other Expenses | - | - | - | $4,345 |
| All Other Expenses | - | - | - | $1,553 |
| Conferences and Meetings | - | - | - | $1,139 |
| Total Functional Expenses | $0 | $0 | $0 | $15,970,216 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $15,970,216 |
| Total Expenses per Audited Statements | $15,970,216 |
| Total Expenses per Form 990 | $15,970,216 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Incurred But Not Reported Claims | $701,890 |
| Self-funded Benefit Claims Payable | $484,909 |
| Group Insurance Premiums Payable | $401,261 |
“There are no committee's with authority to act on behalf of the governing body.”
“The trustees designate the administrator to review the form.”
“The organization makes its governing documents, conflict of interest policy, or financial statements available to the public upon request.”
“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”
“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan management believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The plan management believes it is no longer subject to income tax examinations for fiscal years prior to june 30, 2013.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 71045 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 93515 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 646889 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1467222 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | SEE (A) BELOW |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1553 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 15008011 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PREFERRED BENEFIT INSURANCE ADMIN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6505729611 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5776 STONERIDGE MALL ROAD SUITE 290 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94588 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3503628 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2808090 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1139 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 361993 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 123831 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 108405 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO BOX 60007 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 220 WEST 20TH AVENUE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 5776 STONERIDGE MALL RD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | SAN MATEO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PLEASANTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 90060 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 94403 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 94588 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | ANTHEM BLUE CROSS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | ANDREINI & CO |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | PREFERRED BENEFIT INSURANCE ADMINISTRATO |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONSULTANT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CONTRACT ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 15008011 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 29519 |
| IRS990/CYOtherExpensesAmt | 0 | 962205 |
| IRS990/CYOtherRevenueAmt | 0 | 23713 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 16309996 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 393012 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 15970216 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 16363228 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS AND NON-UNION EMPLOYER AGREEMENTS WITH THE TRUST |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 41657 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 28754 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 747469 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13204 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CES BUTNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | PATRICK LAWING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CATHERINE FOX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVE BOTTOMLEY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 16363228 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 12590 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 29519 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 29519 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1709132 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1646059 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | NONE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4300527 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4600009 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -93530 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 450188 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 345850 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRANSITIONAL REINSURANC |
| IRS990/OtherExpensesGrp/Desc | 1 | CONSULTANT |
| IRS990/OtherExpensesGrp/Desc | 2 | HSBA |
| IRS990/OtherExpensesGrp/Desc | 3 | PCORI FEE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 69078 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 33600 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 8816 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 4345 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1953566 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1588060 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | INSURANCE REFUNDS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 23713 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 23713 |
| IRS990/OtherRevenueTotalAmt | 0 | 23713 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16309996 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 16309996 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 16790710 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 32037 |
| IRS990/PYOtherExpensesAmt | 0 | 1096501 |
| IRS990/PYOtherRevenueAmt | 0 | 555464 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 18212298 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 912588 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 17887211 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 18799799 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 393012 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4300527 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 4600009 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15301 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 14363 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 15970216 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -93530 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 345850 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | STOP LOSS REIMBURSEMENTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 401261 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 484909 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 701890 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | GROUP INSURANCE PREMIUMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | SELF-FUNDED BENEFIT CLAIMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | INCURRED BUT NOT REPORTED CLAIMS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -93530 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 16363228 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN MANAGEMENT BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE PLAN MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO JUNE 30, 2013. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 345850 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 15970216 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1588060 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 16363228 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 16269698 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 15970216 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THERE ARE NO COMMITTEE'S WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XI, LINE 2C |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | VARIOUS - SEE SUPPLEMENTAL SCHEDULE |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | VARIOUS - SEE SUPPLEMENTAL SCHEDULE |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTING EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. FIRM ADVANCE BEVERAGE ALDRIDGE & COMPANY ALFORD DISTRIBUTING ALLIED BEVERAGES, INC. ANHUESER-BUSCH - OAKLAND ANHUESER-BUSCH - SAN JOSE BAY AREA DISTRIBUTING CO. BENITES DISTRIBUTING CO. BEVHAUL LOGISTICS BLACK DIAMOND BREWING COM BOTTOMLEY DISTRIBUTING CENTRAL COAST DISTRIBUTIN CLAYPOOL DISTRIBUTING COM EASTERN SIERRA WHOLESALER FOOTHILL DISTRIBUTING GILLESPIE DIST. CO., INC. HANNEY ASSOCIATES HIGH SIERRA DISTRIBUTING HL & S TRUCKING CO., INC. HORIZON BEVERAGE LASSEN BEVERAGE M. E. FOX AND COMPANY, IN MATAGRANO, INC. MORRIS DISTRIBUTING MT. SHASTA BOTTLING & DIS PACIFIC HEALTH ALLIANCE REDDING DISTRIBUTING COMP SANTA BARBARA DISTRIBUTING COMPANY STRAUB DISTRIBUTING SUPERIOR PRODUCTS COMPANY W.A. THOMPSON, INC. SUPERIOR PRODUCTS MOUNTAI WONDERLAND DISTRIBUTING C |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART IV, LINE 24 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 6325138 |
| IRS990/TotalAssetsEOYAmt | 0 | 6281584 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6325138 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 6281584 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 15970216 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2024611 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1681575 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2024611 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1681575 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4300527 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 4600009 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 16309996 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 29519 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16333709 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 16363228 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6325138 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6281584 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 5776 STONERIDGE MALL ROAD NO 290 |
| IRS990/USAddress/CityNm | 0 | PLEASANTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94588 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TRUSTEE TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6505729611 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-04-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WHOLESALE BEER DISTRIBUTORS INDUSTRY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WHOL |
| ReturnHeader/Filer/EIN | 0 | 946434612 |
| ReturnHeader/Filer/PhoneNum | 0 | 6505729611 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5776 STONERIDGE MALL ROAD NO 290 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94588 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300702322 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HEMMING MORSE CPA'S AND CONSULTANTS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 155 BOVET ROAD SUITE 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN MATEO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94402 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4158364000 |
| ReturnHeader/ReturnTs | 0 | 2017-04-13T17:15:45-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.