Civic Intelligence

Uflac Benefits Trust

EIN 95-4326722 • 501(c)9 • Los Angeles, CA

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Profile

The uflac benefits trust is a welfare benefit plan providing medical,dental, long term disability, long term care and life and accidentaldeath and dismemberment to eligible participants and their dependents.

Refreshing map…

1571 Beverly BlvdLos Angeles, CA 90026

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

42nd percentile

1.5%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$121,002

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

56th percentile

8.1%

Faster asset growth than 56% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

3.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$12,930,892

Up $973,646 (+8.1%) from 2023

Liabilities

Up

$486,136

Up $166,077 (+52%) from 2023

Net Assets

Up

$12,444,756

Up $807,569 (+6.9%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin42nd percentile

Revenue

Up

$23,938,714

Up $741,007 (+3.2%) from 2023

Expenses

Up

$23,573,433

Up $1,478,955 (+6.7%) from 2023

Net Income

Down

$365,281

Down $737,948 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,140,261Liabilities 2011: $1,961,503Net Assets 2011: $6,178,7582011Assets 2012: $9,031,587Liabilities 2012: $3,345,527Net Assets 2012: $5,686,0602012Assets 2013: $9,011,861Liabilities 2013: $3,116,752Net Assets 2013: $5,895,1092013Assets 2015: $9,529,855Liabilities 2015: $2,228,100Net Assets 2015: $7,301,7552015Assets 2016: $9,527,182Liabilities 2016: $2,229,299Net Assets 2016: $7,297,8832016Assets 2017: $9,707,121Liabilities 2017: $2,240,380Net Assets 2017: $7,466,7412017Assets 2018: $10,042,924Liabilities 2018: $2,233,746Net Assets 2018: $7,809,1782018Assets 2019: $10,084,645Liabilities 2019: $1,907,767Net Assets 2019: $8,176,8782019Assets 2020: $11,336,488Liabilities 2020: $2,295,858Net Assets 2020: $9,040,6302020Assets 2021: $12,153,836Liabilities 2021: $1,901,620Net Assets 2021: $10,252,2162021Assets 2022: $10,842,780Liabilities 2022: $1,097,878Net Assets 2022: $9,744,9022022Assets 2023: $11,957,246Liabilities 2023: $320,059Net Assets 2023: $11,637,1872023Assets 2024: $12,930,892Liabilities 2024: $486,136Net Assets 2024: $12,444,7562024

Highlighted filing

2024

Assets$12,930,892
Liabilities$486,136
Net Assets$12,444,756
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $22,545,854Expenses 2011: $21,038,251Net Income 2011: $1,507,6032011Revenue 2012: $22,370,529Expenses 2012: $22,024,979Net Income 2012: $345,5502012Revenue 2013: $21,963,079Expenses 2013: $21,743,658Net Income 2013: $219,4212013Revenue 2015: $23,408,207Expenses 2015: $23,224,633Net Income 2015: $183,5742015Revenue 2016: $24,221,791Expenses 2016: $24,325,409Net Income 2016: -$103,6182016Revenue 2017: $24,540,291Expenses 2017: $24,391,337Net Income 2017: $148,9542017Revenue 2018: $24,868,214Expenses 2018: $24,384,166Net Income 2018: $484,0482018Revenue 2019: $23,966,963Expenses 2019: $23,838,683Net Income 2019: $128,2802019Revenue 2020: $22,945,725Expenses 2020: $22,237,937Net Income 2020: $707,7882020Revenue 2021: $22,230,938Expenses 2021: $21,213,657Net Income 2021: $1,017,2812021Revenue 2022: $22,799,101Expenses 2022: $22,096,092Net Income 2022: $703,0092022Revenue 2023: $23,197,707Expenses 2023: $22,094,478Net Income 2023: $1,103,2292023Revenue 2024: $23,938,714Expenses 2024: $23,573,433Net Income 2024: $365,2812024

Highlighted filing

2024

Revenue$23,938,714
Expenses$23,573,433
Net Income$365,281
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,930,892
Liabilities
$486,136
Net assets
$12,444,756
Revenue
$23,938,714
Expenses
$23,573,433
Net income
$365,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.49$12.4$23.9$23.6$0.37
2023Summary only. Only limited summary data is available for this year.$12.0$0.32$11.6$23.2$22.1$1.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$1.10$9.74$22.8$22.1$0.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$1.90$10.3$22.2$21.2$1.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$2.30$9.04$22.9$22.2$0.71
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.91$8.18$24.0$23.8$0.13
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$2.23$7.81$24.9$24.4$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.71$2.24$7.47$24.5$24.4$0.15
2016Detailed filing. Detailed filing data is available for this year.$9.53$2.23$7.30$24.2$24.3$0.10
2015Detailed filing. Detailed filing data is available for this year.$9.53$2.23$7.30$23.4$23.2$0.18
2013Summary only. Only limited summary data is available for this year.$9.01$3.12$5.90$22.0$21.7$0.22
2012Summary only. Only limited summary data is available for this year.$9.03$3.35$5.69$22.4$22.0$0.35
2011Summary only. Only limited summary data is available for this year.$8.14$1.96$6.18$22.5$21.0$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$24,999,394
Mission and Program Overview

Mission

The uflac benefits trust is a welfare benefit plan providing medical,dental, long term disability, long term care and life and accidentaldeath and dismemberment to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,387,070$7,052,696▲ $665,626
Cash and Non-Interest-Bearing Accounts$3,481,324$3,910,952▲ $429,628
Accounts Receivable$1,619,562$1,624,294▲ $4,732
Prepaid Expenses and Deferred Charges$447,884$340,502▼ $107,382
Savings and Temporary Cash Investments$21,406$2,448▼ $18,958
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$11,957,246$12,930,892▲ $973,646
Liabilities
Other Liabilities$298,588$249,607▼ $48,981
Accounts Payable and Accrued Expenses$21,471$236,529▲ $215,058
Total Liabilities$320,059$486,136▲ $166,077
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,637,187$12,444,756▲ $807,569
Total Net Assets Fund Balance$11,637,187$12,444,756▲ $807,569
Total Liabilities and Net Assets / Fund Balance$11,957,246$12,930,892▲ $973,646

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$40,125$40,125
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Freddy EscobarChairmanPT-$121,002$121,002
Richard RamirezTrusteePT-$92,604$92,604
Jason PowellVice-chairmanPT-$78,966$78,966
Shawn ConnolyTrusteePT-$70,677$70,677
Dave RilesTrusteePT-$70,557$70,557
Kent KofflerTrusteePT-$70,147$70,147
Dreon BrownTrusteePT$6,600-$6,600
Robert SteinbacherTrusteePT$6,000-$6,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,711,114
Investment Income
$227,600
Other Revenue
$0
Change in Net Assets
$365,281

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,932,680
Revenue Not Reported on Financial Statements
$6,034
Revenue Not Reported on Form 990
$442,288
Total Revenue per Audited Statements
$24,374,968
Total Revenue per Form 990
$23,938,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$812,819
Salaries, Compensation, and Employee Benefits$713,651
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,046,963
Other Salaries and Wages---$516,287
Information Technology---$385,054
Fees for Services Accounting---$108,256
Occupancy---$77,969
Other Employee Benefits---$73,857
Office Expenses---$69,374
Pension Plan Contributions---$68,574
Travel---$55,061
Payroll Taxes---$42,333
Fees for Services Other---$32,742
Conferences and Meetings---$19,449
Insurance---$18,707
Fees for Services Legal---$18,295
Depreciation Depletion---$16,799
Current Officers, Directors, Trustees, and Key Employees---$12,600
Fees for Service Investment Mgmnt Fees---$6,034
All Other Expenses---$5,079
Total Functional Expenses$0$0$0$23,573,433

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,573,433
Expenses per Audited Statements$23,567,399
Total Expenses per Audited Statements$23,567,399
Expenses Not Reported on Financial Statements$6,034
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefit Obligations$249,607
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The plan does not have committees that are authorized to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is distributed to the trustees and reviewed at the board of trustees meeting.”

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

“Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts.”

Form 990, Part VI, Section B, Line 15

“Compensation to trustees is approved by the governing body.”

Form 990, Part VI, Section C, Line 19

“The plan document, trust agreement, conflict of interest policy and financial statements are maintained at the plan office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Uflac Benefits Trust
EIN
95-4326722
Phone
2134852091
Address
1571 BEVERLY BLVD, LOS ANGELES, CA 90026

Signing Officer

Name
Jason Powell
Title
Vice-chairman
Phone
2134852091
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Freddy Escobar
Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
12
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

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.”

Raw XML Appendix398 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021471
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0236529
IRS990/AccountsReceivableGrp/BOYAmt01619562
IRS990/AccountsReceivableGrp/EOYAmt01624294
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE UFLAC BENEFITS TRUST IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL,DENTAL, LONG TERM DISABILITY, LONG TERM CARE AND LIFE AND ACCIDENTALDEATH AND DISMEMBERMENT TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/AllOtherExpensesGrp/TotalAmt05079
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt022046963
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IRS990/BooksInCareOfDetail/PhoneNum02134852091
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01571 BEVERLY BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012600
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IRS990/CompensationProcessOtherInd01
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYOtherExpensesAmt0812819
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt023711114
IRS990/CYRevenuesLessExpensesAmt0365281
IRS990/CYSalariesCompEmpBnftPaidAmt0713651
IRS990/CYTotalExpensesAmt023573433
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt023938714
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
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IRS990/DepreciationDepletionGrp/TotalAmt016799
IRS990/Desc0THE UFLAC BENEFITS TRUST IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL,DENTAL, LONG TERM DISABILITY, LONG TERM CARE AND LIFE AND ACCIDENTALDEATH AND DISMEMBERMENT TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
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IRS990/FeesForServicesAccountingGrp/TotalAmt0108256
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IRS990/FeesForServicesOtherGrp/TotalAmt032742
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON POWELL
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IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE RILES
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IRS990/Form990PartVIISectionAGrp/PersonNm6DREON BROWN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UFLAC BENEFITS TRUST IS A WELFARE BENEFIT PLAN PROVIDING MEDICAL,DENTAL, LONG TERM DISABILITY, LONG TERM CARE AND LIFE AND ACCIDENTALDEATH AND DISMEMBERMENT TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt012444756
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-18252
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-18252
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0442288
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011637187
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012444756
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt077969
IRS990/OfficeExpensesGrp/TotalAmt069374
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt073857
IRS990/OtherLiabilitiesGrp/BOYAmt0298588
IRS990/OtherLiabilitiesGrp/EOYAmt0249607
IRS990/OtherSalariesAndWagesGrp/TotalAmt0516287
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042333
IRS990/PensionPlanContributionsGrp/TotalAmt068574
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0447884
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0340502
IRS990/PrincipalOfficerNm0FREDDY ESCOBAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTCIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014522534
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19188580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014522534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19188580
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020495542
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0239598
IRS990/PYOtherExpensesAmt0849490
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt022958109
IRS990/PYRevenuesLessExpensesAmt01103229
IRS990/PYSalariesCompEmpBnftPaidAmt0749446
IRS990/PYTotalExpensesAmt022094478
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023197707
IRS990/ReconcilationRevenueExpnssAmt0365281
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02448
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040125
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040125
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06034
IRS990ScheduleD/ExpensesSubtotalAmt023567399
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06034
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06034
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0442288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0249607
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POSTRETIREMENT BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0442288
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06034
IRS990ScheduleD/RevenueSubtotalAmt023932680
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt023573433
IRS990ScheduleD/TotalLiabilityAmt0249607
IRS990ScheduleD/TotalRevenuePerForm990Amt023938714
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024374968
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023567399
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES AND REVIEWED AT THE BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION TO TRUSTEES IS APPROVED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN DOCUMENT, TRUST AGREEMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ASSOCIATION OF FIRE FIGHTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL FIREFIGHTERS OF LOS ANGELES CITY FIRE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE CITY OF LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953455185
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1832814730
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01571 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11571 BEVERLY BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090026
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190026
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011957246
IRS990/TotalAssetsEOYAmt012930892
IRS990/TotalAssetsGrp/BOYAmt011957246
IRS990/TotalAssetsGrp/EOYAmt012930892
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt023573433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0320059
IRS990/TotalLiabilitiesEOYAmt0486136
IRS990/TotalLiabilitiesGrp/BOYAmt0320059
IRS990/TotalLiabilitiesGrp/EOYAmt0486136
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011637187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012444756
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt023711114
IRS990/TotalReportableCompFromOrgAmt012600
IRS990/TotalRevenueGrp/ExclusionAmt0-18252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023956966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023938714
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011957246
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012930892
IRS990/TotReportableCompRltdOrgAmt0503953
IRS990/TravelGrp/TotalAmt055061
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01571 BEVERLY BLVD
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090026
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02134852091
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UFLAC BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UFLA
ReturnHeader/Filer/EIN0954326722
ReturnHeader/Filer/PhoneNum02134852091
ReturnHeader/Filer/USAddress/AddressLine1Txt01571 BEVERLY BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090026
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02025-05-14T10:08:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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