Civic Intelligence

Gold Coast Joint Benefits Trust

990 • Fiscal year 2016 • EIN 95-4286060

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 15, 2017

PO Box 2300Stockton, CA 95201

(800) 422-6090

Siviq Scores

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

Liabilities / Assets

81st percentile

0.32x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

64th percentile

7.2%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

75th percentile

$211,318

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

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

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

47th percentile

3.5%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$15,434,618

Up $2,536,530 (+20%) from 2015

Net Assets

Up

$10,489,389

Up $4,724,191 (+82%) from 2015

Liabilities

Down

$4,945,229

Down $2,187,661 (-31%) from 2015

Revenue

Up

$63,494,879

Up $2,127,794 (+3.5%) from 2015

Expenses

Down

$58,907,456

Down $3,498,831 (-5.6%) from 2015

Net Income

Up

$4,587,423

Up $5,626,625 (+541%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $17,807,553Liabilities 2011: $6,186,860Net Assets 2011: $11,620,6932011Assets 2012: $14,417,723Liabilities 2012: $4,852,971Net Assets 2012: $9,564,7522012Assets 2013: $15,528,323Liabilities 2013: $4,748,048Net Assets 2013: $10,780,2752013Assets 2014: $11,582,654Liabilities 2014: $4,557,417Net Assets 2014: $7,025,2372014Assets 2015: $12,898,088Liabilities 2015: $7,132,890Net Assets 2015: $5,765,1982015Assets 2016: $15,434,618Liabilities 2016: $4,945,229Net Assets 2016: $10,489,3892016Assets 2017: $20,248,072Liabilities 2017: $5,449,807Net Assets 2017: $14,798,2652017Assets 2018: $19,780,385Liabilities 2018: $5,166,406Net Assets 2018: $14,613,9792018Assets 2019: $19,286,196Liabilities 2019: $4,859,144Net Assets 2019: $14,427,0522019Assets 2020: $16,329,092Liabilities 2020: $4,141,572Net Assets 2020: $12,187,5202020Assets 2021: $21,014,617Liabilities 2021: $4,829,739Net Assets 2021: $16,184,8782021Assets 2022: $17,942,603Liabilities 2022: $2,719,277Net Assets 2022: $15,223,3262022Assets 2023: $14,622,320Liabilities 2023: $4,858,884Net Assets 2023: $9,763,4362023Assets 2024: $7,078,802Liabilities 2024: $55,310Net Assets 2024: $7,023,4922024

Highlighted filing

2016

Assets$15,434,618
Liabilities$4,945,229
Net Assets$10,489,389

Operations Trend

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $46,645,862Expenses 2011: $48,929,023Net Income 2011: -$2,283,1612011Revenue 2012: $45,922,653Expenses 2012: $50,961,961Net Income 2012: -$5,039,3082012Revenue 2013: $51,834,732Expenses 2013: $50,323,698Net Income 2013: $1,511,0342013Revenue 2014: $54,379,950Expenses 2014: $58,098,505Net Income 2014: -$3,718,5552014Revenue 2015: $61,367,085Expenses 2015: $62,406,287Net Income 2015: -$1,039,2022015Revenue 2016: $63,494,879Expenses 2016: $58,907,456Net Income 2016: $4,587,4232016Revenue 2017: $65,932,894Expenses 2017: $61,585,011Net Income 2017: $4,347,8832017Revenue 2018: $55,875,494Expenses 2018: $55,943,676Net Income 2018: -$68,1822018Revenue 2019: $57,508,876Expenses 2019: $58,269,303Net Income 2019: -$760,4272019Revenue 2020: $56,171,713Expenses 2020: $58,952,727Net Income 2020: -$2,781,0142020Revenue 2021: $60,904,849Expenses 2021: $56,529,734Net Income 2021: $4,375,1152021Revenue 2022: $48,393,811Expenses 2022: $47,974,784Net Income 2022: $419,0272022Revenue 2023: $40,663,522Expenses 2023: $46,276,326Net Income 2023: -$5,612,8042023Revenue 2024: -$362,606Expenses 2024: $3,051,401Net Income 2024: -$3,414,0072024

Highlighted filing

2016

Revenue$63,494,879
Expenses$58,907,456
Net Income$4,587,423
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$67,869,293
Mission and Program Overview

Mission

Providing medical, dental and welfare benefits to eligible participants on a group basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,181,396$11,084,333▲ $2,902,937
Rtn Earn Endowment Incm Other Fnds$5,765,198$10,489,389▲ $4,724,191
Savings and Temporary Cash Investments$2,009,953$3,044,474▲ $1,034,521
Accounts Receivable$2,695,087$1,293,068▼ $1,402,019
Prepaid Expenses and Deferred Charges$11,652$12,743▲ $1,091
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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--
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$12,898,088$15,434,618▲ $2,536,530
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$7,031,674$4,832,286▼ $2,199,388
Accounts Payable and Accrued Expenses$101,216$112,943▲ $11,727
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$7,132,890$4,945,229▼ $2,187,661
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,765,198$10,489,389▲ $4,724,191
Total Liabilities and Net Assets / Fund Balance$12,898,088$15,434,618▲ $2,536,530
Compensation and Service Providers

Employees

NameTitleOtherTotal
Eric ReynoldsEmployer Director$111,047$111,047
Gina GarciaEmployee Director$102,012$102,012
Elena BoyagianEmployer Alternate$98,843$98,843
Amanda WilsonEmployee Director$83,920$83,920
Nancy RichardEmployer Alternate$82,317$82,317
Betty AnguloEmployee Alternate$80,686$80,686
Ada Setoemployee director$63,114$63,114
Trish ShelbyEmployee Director$56,067$56,067

Board Members and Trustees

NameTitle
Carmen RosenbergEmployee Director
Shari RasconEmployee Director
Steve BoydEmployee Director
Carlos DominguezEmployer Director
Dannielle BrockEmployer Director
Joseph Richards JrEmployer Director
Lisa ClineEmployer Director
Norma MaganaEmployer Director
Christine WalkerEmployer Director (former)
Jerry DannenbergEmployer Director (former)
Daniel NelsonEmployee Alternate
Kathrine RileyEmployee Alternate
Ken BallouEmployee Alternate
Mary MarxEmployee Alternate
Rita GuervaraEmployee Alternate
Betsy GeorgeEmployer Alternate
Jennifer a TisslerEmployer Alternate
Kristin MayvilleEmployer Alternate

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administratorsadministrative feespo box 2300, Stockton, CA 95201$658,945
Delta DentalAdministrative FeesPO BOX 997330, Sacramento, CA 95899$269,375
Delta Health Systemsadministrative feespo box 1147, Stockton, CA 95201$158,751
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$58,844,960
Investment Income
$65,523
Other Revenue
$4,584,396
Change in Net Assets
$4,587,423

Audited Revenue Reconciliation

Revenue per Audited Statements
$63,494,879
Revenue Not Reported on Form 990
$136,768
Total Revenue per Audited Statements
$63,631,647
Total Revenue per Form 990
$63,494,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,838,066
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---$57,069,390
Fees for Services Management---$836,714
Fees for Services Other---$544,702
Fees for Services Legal---$70,882
Office Expenses---$63,424
Insurance---$46,597
Fees for Services Accounting---$43,559
Fees for Service Investment Mgmnt Fees---$24,403
Conferences and Meetings---$9,342
Other Expenses---$3,082
Total Functional Expenses$0$0$0$58,907,456

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$61,106,844
Total Expenses per Audited Statements$61,106,844
Total Expenses per Form 990$58,907,456
Expenses Not Reported on Financial Statements$-2,199,388
Other Expense Adjustments$-2,199,388
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
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$4,832,286
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, LINE 11B:

THE PLAN'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE FINANCE COMMITTEE FOR REVIEW. PART VI, LINE 12C: disclosure to board chairperson, if conflict exists. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. PART VII, SECTION A: A SURVEY REGARDING COMPENSATION AND BENEFITS OF RELATED ORGANIZATIONS WAS SENT TO EACH DIRECTOR/ALTERNATE WHO SERVED DURING THE YEAR ENDED JUNE 30, 2016 WHO WERE ALL EMPLOYED BY A RELATED ORGANIZATION.

Filing and Contact Details

Filer

Filer Name
Gold Coast Joint Benefits Trust
EIN
95-4286060
In Care Of
% LESLIE HIRSCHFIELD
Phone
8004226090
Address
PO BOX 2300, STOCKTON, CA 95201

Signing Officer

Name
Amanda Wilson
Title
chair
Phone
8004226099
Signed
2017-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Reynolds
Formed
1990
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Catherine Gardner
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 PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, 4B: Change in Benefit Obligations $(2,199,388)

Raw XML AppendixShowing 400 of 702 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0101216
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0112943
IRS990/AccountsReceivableGrp/BOYAmt02695087
IRS990/AccountsReceivableGrp/EOYAmt01293068
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING MEDICAL, DENTAL AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS ON A GROUP BASIS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt057069390
IRS990/BooksInCareOfDetail/PersonNm0LESLIE HIRSCHFIELD
IRS990/BooksInCareOfDetail/PhoneNum08004226099
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01234 W OAK ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0stockton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0952032606
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt09342
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0658945
IRS990/ContractorCompensationGrp/CompensationAmt1158751
IRS990/ContractorCompensationGrp/CompensationAmt2269375
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0po box 2300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1po box 1147
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 997330
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0STOCKTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1STOCKTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SACRAMENTO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295899
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0DELTA FUND ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1DELTA HEALTH SYSTEMS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2DELTA DENTAL
IRS990/ContractorCompensationGrp/ServicesDesc0administrative fees
IRS990/ContractorCompensationGrp/ServicesDesc1administrative fees
IRS990/ContractorCompensationGrp/ServicesDesc2ADMINISTRATIVE FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt057069390
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065523
IRS990/CYOtherExpensesAmt01838066
IRS990/CYOtherRevenueAmt04584396
IRS990/CYProgramServiceRevenueAmt058844960
IRS990/CYRevenuesLessExpensesAmt04587423
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058907456
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt063494879
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDING MEDICAL, DENTAL AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS ON A GROUP BASIS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt043559
IRS990/FeesForServicesLegalGrp/TotalAmt070882
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0836714
IRS990/FeesForServicesOtherGrp/TotalAmt0544702
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024403
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt010800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt211958
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt413530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt813530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt919822
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1111771
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1313530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1415720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1713530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2413555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2513555
IRS990/Form990PartVIISectionAGrp/PersonNm0LISA CLINE
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH RICHARDS JR
IRS990/Form990PartVIISectionAGrp/PersonNm3KEN BALLOU
IRS990/Form990PartVIISectionAGrp/PersonNm4GINA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY MARX
IRS990/Form990PartVIISectionAGrp/PersonNm6SHARI RASCON
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm8BETTY ANGULO
IRS990/Form990PartVIISectionAGrp/PersonNm9ELENA BOYAGIAN
IRS990/Form990PartVIISectionAGrp/PersonNm10NANCY RICHARD
IRS990/Form990PartVIISectionAGrp/PersonNm11AMANDA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm12KATHRINE RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm13ADA SETO
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER A TISSLER
IRS990/Form990PartVIISectionAGrp/PersonNm15DANIEL NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm16NORMA MAGANA
IRS990/Form990PartVIISectionAGrp/PersonNm17TRISH SHELBY
IRS990/Form990PartVIISectionAGrp/PersonNm18RITA GUERVARA
IRS990/Form990PartVIISectionAGrp/PersonNm19CARLOS DOMINGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm20DANNIELLE BROCK
IRS990/Form990PartVIISectionAGrp/PersonNm21CARMEN ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm22BETSY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm23KRISTIN MAYVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm24JERRY DANNENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm25CHRISTINE WALKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0158132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt191517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2146277
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt488482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt867156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt979021
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1082317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1172149
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1349584
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14138303
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1742537
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24197763
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25149259
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt13employee director
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYEE ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYEE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EMPLOYER ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt23EMPLOYER ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EMPLOYER DIRECTOR (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt25EMPLOYER DIRECTOR (FORMER)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-268269
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04106145
IRS990/GrossReceiptsAmt067869293
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt046597
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0333792
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0333792
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08181396
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011084333
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04374414
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING MEDICAL, DENTAL AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS ON A GROUP BASIS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt05765198
IRS990/NetAssetsOrFundBalancesEOYAmt010489389
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-268269
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-268269
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0136768
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt063424
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/Desc1REINSURANCE FEES
IRS990/OtherExpensesGrp/Desc2ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt012655
IRS990/OtherExpensesGrp/TotalAmt1182706
IRS990/OtherExpensesGrp/TotalAmt23082
IRS990/OtherLiabilitiesGrp/BOYAmt07031674
IRS990/OtherLiabilitiesGrp/EOYAmt04832286
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1DRUG REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04094133
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1490263

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.06$7.02$0.36$3.05$3.41
2023Detailed filing. Detailed filing data is available for this year.$14.6$4.86$9.76$40.7$46.3$5.61
2022Detailed filing. Detailed filing data is available for this year.$17.9$2.72$15.2$48.4$48.0$0.42
2021Detailed filing. Detailed filing data is available for this year.$21.0$4.83$16.2$60.9$56.5$4.38
2020Detailed filing. Detailed filing data is available for this year.$16.3$4.14$12.2$56.2$59.0$2.78
2019Detailed filing. Detailed filing data is available for this year.$19.3$4.86$14.4$57.5$58.3$0.76
2018Detailed filing. Detailed filing data is available for this year.$19.8$5.17$14.6$55.9$55.9$0.07
2017Detailed filing. Detailed filing data is available for this year.$20.2$5.45$14.8$65.9$61.6$4.35
2016Detailed filing. Detailed filing data is available for this year.$15.4$4.95$10.5$63.5$58.9$4.59
2015Detailed filing. Detailed filing data is available for this year.$12.9$7.13$5.77$61.4$62.4$1.04
2014Summary only. Only limited summary data is available for this year.$11.6$4.56$7.03$54.4$58.1$3.72
2013Summary only. Only limited summary data is available for this year.$15.5$4.75$10.8$51.8$50.3$1.51
2012Summary only. Only limited summary data is available for this year.$14.4$4.85$9.56$45.9$51.0$5.04
2011Summary only. Only limited summary data is available for this year.$17.8$6.19$11.6$46.6$48.9$2.28