Civic Intelligence

Teamsters and Food Employers Security

EIN 95-6048844 • 501(c)9 • West Covina, CA

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Profile

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers

Refreshing map…

1050 Lakes Drive Suite 225West Covina, CA 91790

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.06x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

58th percentile

7.8%

Higher net margin than 58% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-0.5%

Faster revenue growth than 26% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$82,291,413

Up $8,541,754 (+12%) from 2023

Liabilities

Down

$8,506,488

Down $2,335,029 (-22%) from 2023

Net Assets

Up

$73,784,925

Up $10,876,783 (+17%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin58th percentile

Revenue

Down

$136,348,580

Down $705,038 (-0.5%) from 2023

Expenses

Down

$125,659,589

Down $909,663 (-0.7%) from 2023

Net Income

Up

$10,688,991

Up $204,625 (+2.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100M$50M$0-$50MAssets 2010: $18,113,805Liabilities 2010: $14,228,740Net Assets 2010: $3,885,0652010Assets 2011: $12,870,039Liabilities 2011: $14,716,662Net Assets 2011: -$1,846,6232011Assets 2012: $22,133,322Liabilities 2012: $15,607,205Net Assets 2012: $6,526,1172012Assets 2013: $31,044,059Liabilities 2013: $11,499,468Net Assets 2013: $19,544,5912013Assets 2014: $39,586,490Liabilities 2014: $12,068,237Net Assets 2014: $27,518,2532014Assets 2015: $44,544,140Liabilities 2015: $12,237,561Net Assets 2015: $32,306,5792015Assets 2016: $50,596,003Liabilities 2016: $11,861,379Net Assets 2016: $38,734,6242016Assets 2017: $49,162,840Liabilities 2017: $10,712,702Net Assets 2017: $38,450,1382017Assets 2018: $50,617,623Liabilities 2018: $10,933,367Net Assets 2018: $39,684,2562018Assets 2019: $42,358,660Liabilities 2019: $12,431,807Net Assets 2019: $29,926,8532019Assets 2020: $40,560,259Liabilities 2020: $10,759,693Net Assets 2020: $29,800,5662020Assets 2021: $52,333,159Liabilities 2021: $8,763,697Net Assets 2021: $43,569,4622021Assets 2022: $61,363,473Liabilities 2022: $9,727,562Net Assets 2022: $51,635,9112022Assets 2023: $73,749,659Liabilities 2023: $10,841,517Net Assets 2023: $62,908,1422023Assets 2024: $82,291,413Liabilities 2024: $8,506,488Net Assets 2024: $73,784,9252024

Highlighted filing

2024

Assets$82,291,413
Liabilities$8,506,488
Net Assets$73,784,925
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $137,235,3892010Expenses 2011: $145,641,8082011Expenses 2012: $134,285,6872012Revenue 2013: $140,069,026Expenses 2013: $127,036,797Net Income 2013: $13,032,2292013Revenue 2014: $144,638,024Expenses 2014: $136,598,602Net Income 2014: $8,039,4222014Revenue 2015: $147,600,730Expenses 2015: $142,657,688Net Income 2015: $4,943,0422015Revenue 2016: $142,014,325Expenses 2016: $135,666,792Net Income 2016: $6,347,5332016Revenue 2017: $141,637,757Expenses 2017: $141,860,583Net Income 2017: -$222,8262017Revenue 2018: $139,976,080Expenses 2018: $138,618,633Net Income 2018: $1,357,4472018Revenue 2019: $142,315,275Expenses 2019: $152,417,772Net Income 2019: -$10,102,4972019Revenue 2020: $143,152,045Expenses 2020: $143,427,199Net Income 2020: -$275,1542020Revenue 2021: $145,796,443Expenses 2021: $131,811,949Net Income 2021: $13,984,4942021Revenue 2022: $136,995,545Expenses 2022: $128,280,128Net Income 2022: $8,715,4172022Revenue 2023: $137,053,618Expenses 2023: $126,569,252Net Income 2023: $10,484,3662023Revenue 2024: $136,348,580Expenses 2024: $125,659,589Net Income 2024: $10,688,9912024

Highlighted filing

2024

Revenue$136,348,580
Expenses$125,659,589
Net Income$10,688,991
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$82,291,413
Liabilities
$8,506,488
Net assets
$73,784,925
Revenue
$136,348,580
Expenses
$125,659,589
Net income
$10,688,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.3$8.51$73.8$136$126$10.7
2023Summary only. Only limited summary data is available for this year.$73.7$10.8$62.9$137$127$10.5
2022Summary only. Only limited summary data is available for this year.$61.4$9.73$51.6$137$128$8.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$8.76$43.6$146$132$14.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.6$10.8$29.8$143$143$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$12.4$29.9$142$152$10.1
2018Summary only. Only limited summary data is available for this year.$50.6$10.9$39.7$140$139$1.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.2$10.7$38.5$142$142$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$11.9$38.7$142$136$6.35
2015Detailed filing. Detailed filing data is available for this year.$44.5$12.2$32.3$148$143$4.94
2014Summary only. Only limited summary data is available for this year.$39.6$12.1$27.5$145$137$8.04
2013Detailed filing. Detailed filing data is available for this year.$31.0$11.5$19.5$140$127$13.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$15.6$6.53$134
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$14.7$1.85$146
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$14.2$3.89$137
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 18, 2016
Return Version
2015v2.1
Gross Receipts
$147,600,730
Mission and Program Overview

Mission

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,518,253$32,306,579▲ $4,788,326
Investments in Publicly Traded Securities$21,043,994$25,100,768▲ $4,056,774
Cash and Non-Interest-Bearing Accounts$14,427,928$15,075,876▲ $647,948
Accounts Receivable$4,076,967$4,365,991▲ $289,024
Prepaid Expenses and Deferred Charges$37,601$1,505▼ $36,096
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$39,586,490$44,544,140▲ $4,957,650
Liabilities
Other Liabilities$11,611,024$11,869,885▲ $258,861
Accounts Payable and Accrued Expenses$457,213$367,676▼ $89,537
Total Liabilities$12,068,237$12,237,561▲ $169,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,518,253$32,306,579▲ $4,788,326
Total Liabilities and Net Assets / Fund Balance$39,586,490$44,544,140▲ $4,957,650
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Brent BohnTrustee
Creg QuirozTrustee
Douglas RuygrokTrustee
Kathleen FinazzoTrustee
Leroy WestmorelandTrustee
Patrick KellyTrustee
Rick MiddletonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys AdministratorsContract Administration1050 LAKES DR SUITE 120, West Covina, CA 91790$2,784,907
Broadreach Medical ResourcesClaims Processing1350 BROADWAY SUITE 410, New York, NY 10018$1,747,121
Anthem Blue CrossNetwork Access Fees21555 OXNARD STREET AC PC, Woodland Hills, CA 91367$343,413
Wohlner Kaplon Cutler Halford & RosenfelLegal16501 VENTURA BLVD STE 304, Encino, CA 91436$113,544
Health Management ConceptsClaims Processing32 HAMPDEN STREET, Springfield, MA 01103$111,541
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$143,540,177
Investment Income
$211,491
Other Revenue
$3,849,062
Change in Net Assets
$4,943,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$147,600,730
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-154,716
Total Revenue per Audited Statements
$147,446,014
Total Revenue per Form 990
$147,600,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,151,461
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$136,506,227--$136,506,227
Fees for Services Management$2,784,907--$2,784,907
Office Expenses$312,423--$312,423
All Other Expenses$181,786--$181,786
Fees for Services Legal$180,879--$180,879
Other Expenses$142,609--$142,609
Insurance$42,284--$42,284
Fees for Services Accounting$22,000--$22,000
Conferences and Meetings$9,685--$9,685
Total Functional Expenses$142,657,688$0$0$142,657,688

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$142,657,688
Expenses per Audited Statements$142,539,275
Total Expenses per Audited Statements$142,539,275
Expenses Not Reported on Financial Statements$118,413
Other Expense Adjustments$118,413
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
Premiums Payable, Ibnr and Accumulated Elig.$11,148,711
Deferred Retiree Contributions$721,174
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.”

Form 990, Part VI, Section B, line 11

“A copy of Form 990 was presented to the trustees for review and signatures.”

Form 990, Part VI, Section C, line 19

“Summary Annual Reports are provided to all participants annually. SPDs and audited financial statements are available from the administrator upon request, as well as the DOL website.”

Form 990, Part VII

“Brent bohn - 1421 south manhattan avenue, fullerton, ca xxx-xx-xxxx. Patrick kelly - 140 south marks way, orange, ca 92868. Rick middleton - 450 carson plaza drive, ste a, carson, ca 90746. Kathleen finazzo - 301 s. Tippecanoe, san bernardino, ca 92408. Douglas ruygrok - 618 michillinda avenue, arcadia, ca 91007. Leroy westmoreland - 1100 w artesia blvd., compton, ca 90220. Creg quiroz - 379 west valley blvd., rialto, ca 92376.”

Filing and Contact Details

Filer

Filer Name
Teamsters and Food Employers Security
EIN
95-6048844
Phone
6266461075
Address
1050 LAKES DRIVE SUITE 225, WEST COVINA, CA 91790

Signing Officer

Name
Rick Middleton
Title
Trustee
Phone
6266461075
Signed
2016-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Middleton
Formed
1950
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Henningfield & Associates Inc
Address
27913 Smyth Drive, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

“Change in premiums payable, ibnr & accum. Eligibility 118,413.”

Raw XML AppendixShowing 400 of 448 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/BOYAmt0457213
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0367676
IRS990/AccountsReceivableGrp/BOYAmt04076967
IRS990/AccountsReceivableGrp/EOYAmt04365991
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0181786
IRS990/AllOtherExpensesGrp/TotalAmt0181786
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0136506227
IRS990/BenefitsToMembersGrp/TotalAmt0136506227
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR JIM PRATER
IRS990/BooksInCareOfDetail/PhoneNum06266461090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 LAKES DRIVE SUITE 225
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091790
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt014427928
IRS990/CashNonInterestBearingGrp/EOYAmt015075876
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09685
IRS990/ConferencesMeetingsGrp/TotalAmt09685
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02784907
IRS990/ContractorCompensationGrp/CompensationAmt11747121
IRS990/ContractorCompensationGrp/CompensationAmt2343413
IRS990/ContractorCompensationGrp/CompensationAmt3113544
IRS990/ContractorCompensationGrp/CompensationAmt4111541
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01050 LAKES DR SUITE 120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11350 BROADWAY SUITE 410
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt221555 OXNARD STREET AC PC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt316501 VENTURA BLVD STE 304
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt432 HAMPDEN STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WEST COVINA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WOODLAND HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3ENCINO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SPRINGFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd091790
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110018
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd291367
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd391436
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd401103
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENESYS ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BROADREACH MEDICAL RESOURCES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3WOHLNER KAPLON CUTLER HALFORD & ROSENFEL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4HEALTH MANAGEMENT CONCEPTS
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc2NETWORK ACCESS FEES
IRS990/ContractorCompensationGrp/ServicesDesc3LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS PROCESSING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0136506227
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0211491
IRS990/CYOtherExpensesAmt06151461
IRS990/CYOtherRevenueAmt03849062
IRS990/CYProgramServiceRevenueAmt0143540177
IRS990/CYRevenuesLessExpensesAmt04943042
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0142657688
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0147600730
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0142657688
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt022000
IRS990/FeesForServicesAccountingGrp/TotalAmt022000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0180879
IRS990/FeesForServicesLegalGrp/TotalAmt0180879
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02784907
IRS990/FeesForServicesManagementGrp/TotalAmt02784907
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRENT BOHN
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm2RICK MIDDLETON
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN FINAZZO
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS RUYGROK
IRS990/Form990PartVIISectionAGrp/PersonNm5LEROY WESTMORELAND
IRS990/Form990PartVIISectionAGrp/PersonNm6CREG QUIROZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0147600730
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt042284
IRS990/InsuranceGrp/TotalAmt042284
IRS990/InvestmentIncomeGrp/ExclusionAmt0211491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0211491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021043994
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025100768
IRS990/IRPDocumentCnt01426
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027518253
IRS990/NetAssetsOrFundBalancesEOYAmt032306579
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-154716
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0312423
IRS990/OfficeExpensesGrp/TotalAmt0312423
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION - RX
IRS990/OtherExpensesGrp/Desc1PPO NETWORK
IRS990/OtherExpensesGrp/Desc2CONSULTANTS
IRS990/OtherExpensesGrp/Desc3REINSURANCE FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt01747121
IRS990/OtherExpensesGrp/ProgramServicesAmt1475518
IRS990/OtherExpensesGrp/ProgramServicesAmt2252249
IRS990/OtherExpensesGrp/ProgramServicesAmt3142609
IRS990/OtherExpensesGrp/TotalAmt01747121
IRS990/OtherExpensesGrp/TotalAmt1475518
IRS990/OtherExpensesGrp/TotalAmt2252249
IRS990/OtherExpensesGrp/TotalAmt3142609
IRS990/OtherLiabilitiesGrp/BOYAmt011611024
IRS990/OtherLiabilitiesGrp/EOYAmt011869885
IRS990/OtherRevenueMiscGrp/BusinessCd0445100
IRS990/OtherRevenueMiscGrp/BusinessCd1445100
IRS990/OtherRevenueMiscGrp/BusinessCd2445100
IRS990/OtherRevenueMiscGrp/Desc0PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/Desc1RETIREE PRESCRIPTION SUBSIDY
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01968880
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11116596
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2763586
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01968880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11116596
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2763586
IRS990/OtherRevenueTotalAmt03849062
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037601
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01505
IRS990/PrincipalOfficerNm0RICK MIDDLETON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0445100
IRS990/ProgramServiceRevenueGrp/BusinessCd1445100
IRS990/ProgramServiceRevenueGrp/BusinessCd2445100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0136901682
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16275424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2363071
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0136901682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16275424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2363071
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0130364960
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt094012
IRS990/PYOtherExpensesAmt06233642
IRS990/PYOtherRevenueAmt03306108
IRS990/PYProgramServiceRevenueAmt0141237904
IRS990/PYRevenuesLessExpensesAmt08039422
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0136598602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0144638024
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04943042
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027518253
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032306579
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0118413
IRS990ScheduleD/ExpensesSubtotalAmt0142539275
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-154716
IRS990ScheduleD/OtherExpensesNotIncludedAmt0118413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011148711
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1721174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE, IBNR AND ACCUMULATED ELIG.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RETIREE CONTRIBUTIONS
IRS990ScheduleD/RevenueNotReportedAmt0-154716
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0147600730
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN PREMIUMS PAYABLE, IBNR & ACCUM. ELIGIBILITY 118,413.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0142657688
IRS990ScheduleD/TotalLiabilityAmt011869885
IRS990ScheduleD/TotalRevenuePerForm990Amt0147600730
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0147446014
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0142539275
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of Form 990 was presented to the trustees for review and signatures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summary Annual Reports are provided to all participants annually. SPDs and audited financial statements are available from the administrator upon request, as well as the DOL website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BRENT BOHN - 1421 SOUTH MANHATTAN AVENUE, FULLERTON, CA XXX-XX-XXXX. PATRICK KELLY - 140 SOUTH MARKS WAY, ORANGE, CA 92868. RICK MIDDLETON - 450 CARSON PLAZA DRIVE, STE A, CARSON, CA 90746. KATHLEEN FINAZZO - 301 S. TIPPECANOE, SAN BERNARDINO, CA 92408. DOUGLAS RUYGROK - 618 MICHILLINDA AVENUE, ARCADIA, CA 91007. LEROY WESTMORELAND - 1100 W ARTESIA BLVD., COMPTON, CA 90220. CREG QUIROZ - 379 WEST VALLEY BLVD., RIALTO, CA 92376.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0381623900
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1870258768
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0RETAIL GROCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1RETAIL GROCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2RETAIL GROCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3RETAIL GROCERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALBERTSON'S LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1STATER BROS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2VONS SAFEWAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3RALPH'S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01421 SOUTH MANHATTAN AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1301 S TIPPECANOE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2618 MICHILLINDA AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt31100 W ARTESIA BLVD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FULLERTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1SAN BERNARDINO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2ARCADIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3COMPTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092831
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd192408
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd291007
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd390220
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt039586490
IRS990/TotalAssetsEOYAmt044544140
IRS990/TotalAssetsGrp/BOYAmt039586490
IRS990/TotalAssetsGrp/EOYAmt044544140
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142657688
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142657688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012068237
IRS990/TotalLiabilitiesEOYAmt012237561
IRS990/TotalLiabilitiesGrp/BOYAmt012068237
IRS990/TotalLiabilitiesGrp/EOYAmt012237561
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027518253
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032306579
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142657688
IRS990/TotalProgramServiceRevenueAmt0143540177

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