Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
990 • Fiscal year 2016 • EIN 95-6048415
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Assets
Up$15,440,650
Up $5,626,436 (+57%) from 2015
Net Assets
Up$13,333,882
Up $7,883,837 (+145%) from 2015
Liabilities
Down$2,106,768
Down $2,257,401 (-52%) from 2015
Revenue
Down$13,742,714
Down $2,200,514 (-14%) from 2015
Expenses
Down$5,606,612
Down $6,115,761 (-52%) from 2015
Net Income
Up$8,136,102
Up $3,915,247 (+93%) from 2015
NONE
To provide eligible participants and their dependents with health & welfare benefits.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $5,450,045 | $13,333,882 | ▲ $7,883,837 |
| Investments in Publicly Traded Securities | $1,724,971 | $12,527,688 | ▲ $10,802,717 |
| Cash and Non-Interest-Bearing Accounts | $8,055,250 | $2,781,451 | ▼ $5,273,799 |
| Accounts Receivable | $31,690 | $128,011 | ▲ $96,321 |
| Prepaid Expenses and Deferred Charges | $2,303 | $3,500 | ▲ $1,197 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $9,814,214 | $15,440,650 | ▲ $5,626,436 |
| Liabilities | |||
| Other Liabilities | $4,112,689 | $1,974,269 | ▼ $2,138,420 |
| Accounts Payable and Accrued Expenses | $251,480 | $132,499 | ▼ $118,981 |
| Total Liabilities | $4,364,169 | $2,106,768 | ▼ $2,257,401 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,450,045 | $13,333,882 | ▲ $7,883,837 |
| Total Liabilities and Net Assets / Fund Balance | $9,814,214 | $15,440,650 | ▲ $5,626,436 |
| Name | Title |
|---|---|
| David J Mackenzie | Chairman |
| Glenn Teixeira | Trustee |
| Maria Rivera | Trustee |
| Mauricio Vasquez | Trustee |
| Robert S Giolito | Trustee |
| Scott Cornwell | Trustee |
| Steven Beach | Trustee |
| Cristina Vazquez | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Aetna Life Insurance Company | Claims Processing | 2677 N MAIN STREET 5TH FLOOR, Santa Ana, CA 92705 | $434,168 |
| Benefit Programs Administration | Admin, Payroll Compliance | 1200 WILSHIRE BLVD 5TH FLOOR, Los Angeles, CA 90017 | $411,176 |
| Reich Adell & Cvitan | Attorney | 3550 WILSHIRE BLVD SUITE 2000, Los Angeles, CA 90010 | $131,943 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,249,311 |
| 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 | - | - | - | $4,357,301 |
| Fees for Services Other | - | - | - | $522,965 |
| Fees for Services Management | - | - | - | $411,176 |
| Fees for Services Legal | - | - | - | $131,943 |
| Fees for Services Accounting | - | - | - | $44,270 |
| Office Expenses | - | - | - | $30,598 |
| Insurance | - | - | - | $7,335 |
| Other Expenses | - | - | - | $6,836 |
| Conferences and Meetings | - | - | - | $808 |
| Total Functional Expenses | $0 | $0 | $0 | $5,606,612 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $5,606,612 |
| Total Expenses per Audited Statements | $5,606,612 |
| Total Expenses per Form 990 | $5,606,612 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Claims Incurred But Not Reported | $1,020,093 |
| FUTURE BENEFITS BASED ON PARTICIPANT'S ACCUMULATED ELIGIBILITY | $690,000 |
| Group Insurance Premiums Payable | $228,443 |
| Overdraft | $35,733 |
“The organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator.”
“The trustees designate the chair and co-chair to review the form”
“Review with board of trustees annually”
“The governing documents, conflict of interest policy, and financial statements are available for review at the administrative office.”
“The board of trustees assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.”
“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The trust administrator believes it is no longer subject to income tax examinations for fiscal years prior to december 31, 2013.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 251480 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 132499 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 31690 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 128011 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4357301 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | REGINA TAYLOR -BENEFIT PROGRAMS ADMINISTRATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5624635000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 13191 CROSSROADS PARKWAY NORTH |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CITY OF INDUSTRY |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91746 |
| 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 | 8055250 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2781451 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 808 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 434168 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 411176 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 131943 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2677 N MAIN STREET 5TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 1200 WILSHIRE BLVD 5TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 3550 WILSHIRE BLVD SUITE 2000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | SANTA ANA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 92705 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 90017 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 90010 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | AETNA LIFE INSURANCE COMPANY |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BENEFIT PROGRAMS ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | REICH ADELL & CVITAN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS PROCESSING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ADMIN, PAYROLL COMPLIANCE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ATTORNEY |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4357301 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 204982 |
| IRS990/CYOtherExpensesAmt | 0 | 1249311 |
| IRS990/CYOtherRevenueAmt | 0 | 141816 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 13395916 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 8136102 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 5606612 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 13742714 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. |
| 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/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 44270 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 131943 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 411176 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 522965 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID J MACKENZIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEVEN BEACH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GLENN TEIXEIRA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | SCOTT CORNWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CRISTINA VAZQUEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROBERT S GIOLITO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MAURICIO VASQUEZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARIA RIVERA |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1959 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 18579 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 500000 |
| IRS990/GrossReceiptsAmt | 0 | 14224135 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7335 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 186403 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 186403 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1724971 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12527688 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 481421 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | NONE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5450045 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13333882 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 18579 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 18579 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -252265 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 30598 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRANSITIONAL REINSURANC |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 2 | PCORI FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 69822 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 23558 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 6836 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 4112689 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1974269 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | STOP LOSS REIMBURSEMENT |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 141507 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 309 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 141507 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 309 |
| IRS990/OtherRevenueTotalAmt | 0 | 141816 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2303 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 3500 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | COBRA CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13384834 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 11082 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 13384834 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 11082 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 9951724 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 80784 |
| IRS990/PYOtherExpensesAmt | 0 | 1770649 |
| IRS990/PYOtherRevenueAmt | 0 | 179449 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 15682995 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4220855 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 11722373 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 15943228 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 8136102 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| 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 | 5450045 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13333882 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 5606612 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -252265 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1020093 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 690000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 228443 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 35733 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS INCURRED BUT NOT REPORTED |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | FUTURE BENEFITS BASED ON PARTICIPANT'S ACCUMULATED ELIGIBILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | GROUP INSURANCE PREMIUMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | OVERDRAFT |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -252265 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 13742714 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO DECEMBER 31, 2013. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5606612 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1974269 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 13742714 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 13490449 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5606612 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUSTEES DESIGNATE THE CHAIR AND CO-CHAIR TO REVIEW THE FORM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REVIEW WITH BOARD OF TRUSTEES ANNUALLY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XI, LINE 2C |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. 10 BRAUN/A-1 LINEN SERVICE 80 ALSCO - LA 110 ARAMARK CLEANROOM SERVICE #513 180 CROTHALL-BELLWOOD LNDRY LINEN 181 CROTHALL-BELLWOOD/ONTARIO LNDR 250 BRAUN INDUSTRIES, INC 260 BUDGET UNIFORM RENTAL 490 ARAMARK UNIFORM SERVICE #586 550 KLEEN KRAFT SERVICES 680 MISSION INDUSTRIS #4 700 MISSION INDUSTRIES #14 720 MISSION INDUSTRIES #26 730 MISSION INDUSTRIES #24 (OXNARD) 760 MISSION INDUSTRIES #1 820 MORGAN SERVICES, INC 970 PRUDENTIAL OVERALL #15 980 PRUDENTIAL GARFIELD #5 1024 ARAMARK UNIFORM SERVICES 650 1025 ARAMARK UNIFORM SERVICE #501 1026 ARAMARK UNIFORM SERVICE #502 1027 ARAMARK UNIFORM #502B LOMPOC 1035 ARAMARK UNIFORM SERVICES #589 1160 ALSCO - ANAHEIM 1216 MISSION INDUSTRIES #34 (CHINO) 1217 MISSION INDUSTRIES #85 (CHINO) 1270 YEE YUEN LAUNDRY & CLEANERS 1450 ANGELICA TEXTILES #33 1490 CROTHALL-ONTARIO LAUNDRY SER 2085 ARAMARK SERVICE #511 (SAN JOSE) 2090 ARAMARK SERVICE EMPLOYEES 518 2095 ARAMARK SERVICES #516 (OAKLAND) 3150 ARAMARK 273 3830 ARAMARK UNIF & CAREER APP #522 4020 ARAMARK UNIF & CAREER APP #517 5255 ARAMARK UNIFORM #502C OXNARD |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART IV, LINE 34 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 9814214 |
| IRS990/TotalAssetsEOYAmt | 0 | 15440650 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 9814214 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 15440650 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 5606612 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 4364169 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2106768 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 4364169 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2106768 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5450045 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13333882 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 13395916 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 186403 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13556311 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 13742714 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 9814214 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 15440650 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD NO 5TH FL |
| IRS990/USAddress/CityNm | 0 | LOS ANGELES |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 90017 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| 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 | TRUSTEE TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5624635060 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAUNDRY & DRY CLEANING WORKERS LOCAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | NO 52 H&W TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAUN |
| ReturnHeader/Filer/EIN | 0 | 956048415 |
| ReturnHeader/Filer/PhoneNum | 0 | 5624635060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1200 WILSHIRE BLVD NO 5TH FL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOS ANGELES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 90017 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 65A2799B7FBD805C20207EC1E1BC21BD90DCCA14 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 6DDAC0003BCC8996D20B35C2703FD2556DD28933 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 69.170.44.162 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:45:30 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300702322 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HEMMING MORSE CPA'S AND CONSULTANTS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 155 BOVET ROAD SUITE 600 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN MATEO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94402 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4158364000 |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T20:46:05-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.