Civic Intelligence

Construction Teamsters Security Fund for Southern California

990 • Fiscal year 2017 • EIN 95-6059190

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 05, 2018

1325 N Grand Ave Ste 200Covina, CA 91724

(626) 732-2150

Siviq Scores

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

Liabilities / Assets

86th percentile

0.47x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

7.4%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$16,993,603

Up $2,973,910 (+21%) from 2016

Net Assets

Up

$8,993,184

Up $2,067,551 (+30%) from 2016

Liabilities

Up

$8,000,419

Up $906,359 (+13%) from 2016

Revenue

Up

$16,382,160

Up $1,124,767 (+7.4%) from 2016

Expenses

Up

$14,222,214

Up $236,268 (+1.7%) from 2016

Net Income

Up

$2,159,946

Up $888,499 (+70%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $17,304,481Liabilities 2011: $5,919,932Net Assets 2011: $11,384,5492011Assets 2012: $17,879,897Liabilities 2012: $6,875,857Net Assets 2012: $11,004,0402012Assets 2013: $17,232,955Liabilities 2013: $9,084,268Net Assets 2013: $8,148,6872013Assets 2014: $16,490,660Liabilities 2014: $9,234,438Net Assets 2014: $7,256,2222014Assets 2015: $14,035,025Liabilities 2015: $8,420,457Net Assets 2015: $5,614,5682015Assets 2016: $14,019,693Liabilities 2016: $7,094,060Net Assets 2016: $6,925,6332016Assets 2017: $16,993,603Liabilities 2017: $8,000,419Net Assets 2017: $8,993,1842017Assets 2018: $22,550,684Liabilities 2018: $7,979,660Net Assets 2018: $14,571,0242018Assets 2019: $28,101,628Liabilities 2019: $7,661,169Net Assets 2019: $20,440,4592019Assets 2020: $32,928,339Liabilities 2020: $8,977,813Net Assets 2020: $23,950,5262020Assets 2021: $38,156,147Liabilities 2021: $9,998,042Net Assets 2021: $28,158,1052021Assets 2022: $42,141,659Liabilities 2022: $9,000,592Net Assets 2022: $33,141,0672022Assets 2023: $46,922,628Liabilities 2023: $9,350,729Net Assets 2023: $37,571,8992023Assets 2024: $52,505,446Liabilities 2024: $11,156,713Net Assets 2024: $41,348,7332024Assets 2025: $60,692,345Liabilities 2025: $10,325,206Net Assets 2025: $50,367,1392025

Highlighted filing

2017

Assets$16,993,603
Liabilities$8,000,419
Net Assets$8,993,184

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $11,144,037Expenses 2011: $12,958,126Net Income 2011: -$1,814,0892011Revenue 2012: $13,608,896Expenses 2012: $14,112,587Net Income 2012: -$503,6912012Revenue 2013: $16,048,569Expenses 2013: $18,772,389Net Income 2013: -$2,723,8202013Revenue 2014: $15,455,789Expenses 2014: $16,324,006Net Income 2014: -$868,2172014Revenue 2015: $15,600,689Expenses 2015: $17,386,495Net Income 2015: -$1,785,8062015Revenue 2016: $15,257,393Expenses 2016: $13,985,946Net Income 2016: $1,271,4472016Revenue 2017: $16,382,160Expenses 2017: $14,222,214Net Income 2017: $2,159,9462017Revenue 2018: $18,811,907Expenses 2018: $13,008,591Net Income 2018: $5,803,3162018Revenue 2019: $19,013,149Expenses 2019: $13,430,841Net Income 2019: $5,582,3082019Revenue 2020: $19,511,759Expenses 2020: $16,820,203Net Income 2020: $2,691,5562020Revenue 2021: $22,545,537Expenses 2021: $17,798,867Net Income 2021: $4,746,6702021Revenue 2022: $22,480,354Expenses 2022: $15,900,429Net Income 2022: $6,579,9252022Revenue 2023: $20,320,750Expenses 2023: $16,607,648Net Income 2023: $3,713,1022023Revenue 2024: $22,813,237Expenses 2024: $19,787,814Net Income 2024: $3,025,4232024Revenue 2025: $24,527,522Expenses 2025: $16,966,605Net Income 2025: $7,560,9172025

Highlighted filing

2017

Revenue$16,382,160
Expenses$14,222,214
Net Income$2,159,946
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 5, 2018
Return Version
2016v3.1
Gross Receipts
$24,171,573
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,069,787$13,235,096▲ $2,165,309
Rtn Earn Endowment Incm Other Fnds$6,925,633$8,993,184▲ $2,067,551
Cash and Non-Interest-Bearing Accounts$1,282,779$2,283,973▲ $1,001,194
Accounts Receivable$1,637,204$1,444,441▼ $192,763
Prepaid Expenses and Deferred Charges$29,923$30,093▲ $170
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$14,019,693$16,993,603▲ $2,973,910
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,976,929$7,912,109▲ $935,180
Accounts Payable and Accrued Expenses$117,131$88,310▼ $28,821
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,094,060$8,000,419▲ $906,359
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,925,633$8,993,184▲ $2,067,551
Total Liabilities and Net Assets / Fund Balance$14,019,693$16,993,603▲ $2,973,910
Compensation and Service Providers

Board Members and Trustees

NameTitle
Andy PerryLabor Trustee
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Louis GiampapaLabor Trustee
Mike BergenLabor Trustee
Larry WeeshoffManagement Trustee
Mike RoddyManagement Trustee
Wes MayManagement Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdmin. & Acct.1325 N GRAND AVE STE 200, Covina, CA 91724$1,246,092
Premier Healthcare Exchange INCClaims Negotiation2 CROSSROADS DR, Bedminster, NJ 07921$483,260
United Healthcare Insurance CoClaims Processing5701 Katella Ave, Cypress, CA 90630$33,170
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,236,088
Investment Income
$146,034
Other Revenue
$38
Change in Net Assets
$2,159,946

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,382,160
Revenue Not Reported on Form 990
$-92,395
Total Revenue per Audited Statements
$16,289,765
Total Revenue per Form 990
$16,382,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,147,795
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---$12,074,419
Fees for Services Management---$1,175,222
Fees for Services Other---$703,578
Fees for Services Accounting---$83,800
Fees for Service Investment Mgmnt Fees---$75,448
Fees for Services Legal---$49,449
Office Expenses---$23,672
Insurance---$18,487
Conferences and Meetings---$2,830
Other Expenses---$2,127
Total Functional Expenses$0$0$0$14,222,214

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,222,214
Total Expenses per Audited Statements$14,222,214
Total Expenses per Form 990$14,222,214
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$7,912,109
Governance and Compliance

Governance Checklist

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

Governance Explanations

PART VI, LINE 8B:

There are no committees with the authority to act on behalf of the governing body.

PART VI, LINE 11B:

The form 990 is reviewed by the trustees and administrator of the trust fund prior to being filed.

PART VI, LINE 12C:

The conflicts of interest policy is provided to each new trustee. He or she is required to report any real or potential conflicts of interest to the trust fund's legal counsel. The policy is reviewed annualy by the board of trustees.

PART VI, LINE 19:

The trust's governing documents, conflict of interest policy and finacial statements are available to the public upon request at the trust fund's place of business.

PART VII, COLUMN (E):

Members of the board of trustees serve for no compensation. Compensation paid to trustees by their employers is reported on the employers' annual tax filings. This information is unkown to the plan administrator.

Filing and Contact Details

Filer

Filer Name
Construction Teamsters Security Fund
EIN
95-6059190
In Care Of
% MINDY HICKMAN
Phone
6267322150
Address
1325 N GRAND AVE STE 200, COVINA, CA 91724

Signing Officer

Name
Mike Roddy
Title
trustee
Phone
6267322150
Signed
2018-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Roddy
Formed
1955
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Crane Curran
Phone
2065963930
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 and 4A:

The trust was established by a multiemployer welfare benefit plan providing hospital, surgical, medical, vision, prescription drug and dental benefits for eligible participants and their dependents. The plan also provides hospital, medical and prescription benefits for enrolled retirees who meet eligibility requirements.

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 Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGEMENT TRUSTEE
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011069787
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013235096
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07789413
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06925633
IRS990/NetAssetsOrFundBalancesEOYAmt08993184
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012559
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-92395
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt023672
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0VISION SERVICE PLAN -
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2PCORI FEES
IRS990/OtherExpensesGrp/Desc3TRANSITIONAL REINS FEES
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt112245
IRS990/OtherExpensesGrp/TotalAmt2937
IRS990/OtherExpensesGrp/TotalAmt32127
IRS990/OtherLiabilitiesGrp/BOYAmt06976929
IRS990/OtherLiabilitiesGrp/EOYAmt07912109
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038
IRS990/OtherRevenueTotalAmt038
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029923
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030093
IRS990/PrincipalOfficerNm0MIKE RODDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CO-PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014622508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11613580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014622508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11613580
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011786817
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072334
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02199129
IRS990/PYOtherRevenueAmt02948
IRS990/PYProgramServiceRevenueAmt015182111
IRS990/PYRevenuesLessExpensesAmt01271447
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013985946
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015257393
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02159946
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06925633
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08993184
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt014222214
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-92395
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07912109
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-92395
IRS990ScheduleD/RevenueSubtotalAmt016382160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund 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/TotalExpensesPerForm990Amt014222214
IRS990ScheduleD/TotalLiabilityAmt07912109
IRS990ScheduleD/TotalRevenuePerForm990Amt016382160
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016289765
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014222214
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS ESTABLISHED BY A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL, SURGICAL, MEDICAL, VISION, PRESCRIPTION DRUG AND DENTAL BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES HOSPITAL, MEDICAL AND PRESCRIPTION BENEFITS FOR ENROLLED RETIREES WHO MEET ELIGIBILITY REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICTS OF INTEREST POLICY IS PROVIDED TO EACH NEW TRUSTEE. HE OR SHE IS REQUIRED TO REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINACIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS OF THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKOWN TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 and 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, COLUMN (E):
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTR TEAMSTERS VAC HOLIDAY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTR TEAMS TRNG & UPGR FD FOR SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTR TEAMS CONTR COMPL FUND FOR SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTR TEAMS APPR FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956195838
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1953019814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2205230409
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3205230351
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VACATION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2COMPLIANCE FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31325 N GRAND AVE STE 200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.7$10.3$50.4$24.5$17.0$7.56
2024Detailed filing. Detailed filing data is available for this year.$52.5$11.2$41.3$22.8$19.8$3.03
2023Detailed filing. Detailed filing data is available for this year.$46.9$9.35$37.6$20.3$16.6$3.71
2022Detailed filing. Detailed filing data is available for this year.$42.1$9.00$33.1$22.5$15.9$6.58
2021Detailed filing. Detailed filing data is available for this year.$38.2$10.00$28.2$22.5$17.8$4.75
2020Detailed filing. Detailed filing data is available for this year.$32.9$8.98$24.0$19.5$16.8$2.69
2019Detailed filing. Detailed filing data is available for this year.$28.1$7.66$20.4$19.0$13.4$5.58
2018Detailed filing. Detailed filing data is available for this year.$22.6$7.98$14.6$18.8$13.0$5.80
2017Detailed filing. Detailed filing data is available for this year.$17.0$8.00$8.99$16.4$14.2$2.16
2016Detailed filing. Detailed filing data is available for this year.$14.0$7.09$6.93$15.3$14.0$1.27
2015Detailed filing. Detailed filing data is available for this year.$14.0$8.42$5.61$15.6$17.4$1.79
2014Summary only. Only limited summary data is available for this year.$16.5$9.23$7.26$15.5$16.3$0.87
2013Summary only. Only limited summary data is available for this year.$17.2$9.08$8.15$16.0$18.8$2.72
2012Summary only. Only limited summary data is available for this year.$17.9$6.88$11.0$13.6$14.1$0.50
2011Summary only. Only limited summary data is available for this year.$17.3$5.92$11.4$11.1$13.0$1.81