Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
990 • Fiscal year 2017 • EIN 95-3248029
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
44th percentile
Faster asset growth than 44% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Assets
Flat$10,984,569
Flat from 2017
Net Assets
Flat$5,041,190
Flat from 2017
Liabilities
Flat$5,943,379
Flat from 2017
Revenue
Flat$23,156,976
Flat from 2017
Expenses
Flat$23,033,110
Flat from 2017
Net Income
Flat$123,866
Flat from 2017
To provide health and welfare benefits to eligible participants.
Provide health and welfare benefits to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $6,153,261 | $6,189,222 | ▲ $35,961 |
| Rtn Earn Endowment Incm Other Fnds | $4,931,668 | $5,041,190 | ▲ $109,522 |
| Cash and Non-Interest-Bearing Accounts | $2,372,755 | $2,647,282 | ▲ $274,527 |
| Accounts Receivable | $1,914,992 | $2,126,263 | ▲ $211,271 |
| Prepaid Expenses and Deferred Charges | $7,694 | $21,802 | ▲ $14,108 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $10,448,702 | $10,984,569 | ▲ $535,867 |
| Liabilities | |||
| Other Liabilities | $5,446,470 | $5,912,659 | ▲ $466,189 |
| Accounts Payable and Accrued Expenses | $60,388 | $20,300 | ▼ $40,088 |
| Deferred Revenue | $10,176 | $10,420 | ▲ $244 |
| Total Liabilities | $5,517,034 | $5,943,379 | ▲ $426,345 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,931,668 | $5,041,190 | ▲ $109,522 |
| Total Liabilities and Net Assets / Fund Balance | $10,448,702 | $10,984,569 | ▲ $535,867 |
| Name | Title |
|---|---|
| Chris Lopez | Trustee |
| Jeff Sweet | Trustee |
| Kyra Ramos Johnson | Trustee |
| Philip Cooper | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Benesys Administrators | Contract Administrator | 1050 LAKES DR SUITE 120, West Covina, CA 91790 | $371,653 |
| Line Item | Amount |
|---|---|
| Other Expenses | $838,339 |
| 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 | $22,194,771 | - | - | $22,194,771 |
| Fees for Services Management | $371,653 | - | - | $371,653 |
| Fees for Services Legal | $79,631 | - | - | $79,631 |
| All Other Expenses | $47,723 | - | - | $47,723 |
| Other Expenses | $24,566 | - | - | $24,566 |
| Office Expenses | $20,636 | - | - | $20,636 |
| Fees for Services Accounting | $17,500 | - | - | $17,500 |
| Insurance | $13,120 | - | - | $13,120 |
| Fees for Service Investment Mgmnt Fees | $7,200 | - | - | $7,200 |
| Total Functional Expenses | $23,033,110 | $0 | $0 | $23,033,110 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $23,033,110 |
| Expenses per Audited Statements | $23,025,910 |
| Total Expenses per Audited Statements | $22,559,721 |
| Expenses Not Reported on Financial Statements | $7,200 |
| Expenses Not Reported on Form 990 | $-466,189 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Accumulated Eligibility Credits | $5,007,000 |
| Premiums Payable and Ibnr | $905,659 |
“The organization has delegated management duties to a third-party administrator.”
“The organization does not have committees with the authority to act on behalf of the governing body.”
“A copy of Form 990 was presented to the trustees for review and signatures.”
“Summary Annual Reports are provided to all participants annually. SPD's and audited financial statements are available from the administrator upon request, as well as the DOL website.”
“Chris lopez - 3 park plaza 3, irvine, ca 92614. Kyra ramos johnson - 2500 windy ridge parkway fl 8, atlanta, ga 30339. Philip cooper - 3303 wilshire blvd ste 300, los angeles, ca 90010. Jeff sweet - 140 south marks way, orange, ca 92868.”
“Change in premiums and claims payable -107,189. Change in accumulated eligibility credits -359,000.”
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 | 60388 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 20300 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1914992 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2126263 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 47723 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 47723 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 22194771 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 22194771 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MR BARRY OSHAROW |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6266461090 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1050 LAKES DRIVE SUITE 225 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WEST COVINA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91790 |
| 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 | 2372755 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2647282 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 371653 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1050 LAKES DR SUITE 120 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WEST COVINA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 91790 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BENESYS ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONTRACT ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 22194771 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 50226 |
| IRS990/CYOtherExpensesAmt | 0 | 838339 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 23106750 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 123866 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 23033110 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 23156976 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 10176 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 10420 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED SOFT DRINK INDUSTRY PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 23033110 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 17500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17500 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 79631 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 79631 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 371653 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 371653 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 7200 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 7200 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| 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 | CHRIS LOPEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KYRA RAMOS JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PHILIP COOPER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEFF SWEET |
| 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 | 1979 |
| 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 | 23156976 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 13120 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 13120 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 50226 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 50226 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| 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 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4931668 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5041190 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -14344 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 20636 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 20636 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BENEFIT CONSULTANT FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATION - RX |
| IRS990/OtherExpensesGrp/Desc | 2 | COST CONTAINMENT FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | ADMINISTRATION - VISION |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 97790 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 86181 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 72339 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 24566 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 97790 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 86181 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 72339 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 24566 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 5446470 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 5912659 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 7694 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 21802 |
| IRS990/PrincipalOfficerNm | 0 | JEFF SWEET |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | STOP LOSS RECOVERIES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | PRESCRIPTION REBATES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 19102345 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 3339210 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 399485 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 265710 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 19102345 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 3339210 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 399485 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 265710 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 20504116 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 48447 |
| IRS990/PYOtherExpensesAmt | 0 | 827553 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 21492746 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 209524 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 21331669 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 21541193 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 123866 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4931668 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 5041190 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 6153261 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 6189222 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -466189 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 7200 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 23025910 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 7200 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 7200 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -14344 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -466189 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 905659 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 5007000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREMIUMS PAYABLE AND IBNR |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ACCUMULATED ELIGIBILITY CREDITS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -14344 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 7200 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 23149776 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CHANGE IN PREMIUMS AND CLAIMS PAYABLE -107,189. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -359,000. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XII, Line 2d - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 23033110 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 5912659 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 23156976 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 23135432 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 22559721 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A copy of Form 990 was presented to the trustees for review and signatures. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Summary Annual Reports are provided to all participants annually. SPD's and audited financial statements are available from the administrator upon request, as well as the DOL website. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHRIS LOPEZ - 3 PARK PLAZA 3, IRVINE, CA 92614. KYRA RAMOS JOHNSON - 2500 WINDY RIDGE PARKWAY FL 8, ATLANTA, GA 30339. PHILIP COOPER - 3303 WILSHIRE BLVD STE 300, LOS ANGELES, CA 90010. JEFF SWEET - 140 SOUTH MARKS WAY, ORANGE, CA 92868. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VII Contact Addresses for Officers, Directors, Etc |
| 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/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 133346695 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 943019135 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 2 | 580628465 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 1 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 2 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | FL |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | AZ |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 2 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | BEVERAGE DISTRIBUTION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | BEVERAGE DISTRIBUTION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 2 | BEVERAGE DISTRIBUTION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | COCA COLA BOTTLING COMPANY OF CALIFORNIA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | SAFEWAY BEVERAGE INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | COCA COLA ONTARIO SYRUP |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 521 LAKE KATHY DRIVE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 1 | PO BOX 52035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 2 | 1650 SOUTH VINTAGE AVENUE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | BRANDON |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 1 | PHOENIX |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 2 | ONTARIO |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 1 | AZ |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 33510 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 1 | 52035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 2 | 91761 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | INTERNATIONAL BROTHERHOOD OF 896 TCWH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | GENERAL TRUCK DRIVERS OFFICE FOOD AND WAREHOUSE LOCAL 952 TCWH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 951498604 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 951586304 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | LABOR UNION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | LABOR UNION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 3303 WILSHIRE BLVD STE 300 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 140 SOUTH MARKS WAY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | ORANGE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 90010 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 92868 |
| 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/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 10448702 |
| IRS990/TotalAssetsEOYAmt | 0 | 10984569 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10448702 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 10984569 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 23033110 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 23033110 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5517034 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 5943379 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5517034 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 5943379 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4931668 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5041190 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 23033110 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 23106750 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 50226 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 23106750 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 23156976 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10448702 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 10984569 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3303 WILSHIRE BLVD STE 300 |
| IRS990/USAddress/CityNm | 0 | WEST COVINA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 91780 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFF SWEET |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6264641080 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-02-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHERN CALIF SOFT DRINK INDUSTRY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH AND WELFARE TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 953248029 |
| ReturnHeader/Filer/PhoneNum | 0 | 6264641080 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1050 LAKES DRIVE No 120 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WEST COVINA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91790 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B174AE6F88008EEA395284392A0091C0770EC910 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B174AE6F88008EEA395284392A0091C0770EC910 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.