Civic Intelligence

Southern California Dairy Industry

EIN 95-6060456 • 501(c)9 • Los Angeles, CA

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Profile

The plan provides dental, vision, prescription drug, medical and surgical benefits, group life and weekly disability benefits to members, their dependents and beneficiaries. The plan dispersed $22,997,053 of benefits to or for members during the year ended may 31, 2014.

1200 Wilshire Blvd Fifth FloorLos Angeles, CA 90017

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

14th percentile

-26%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-8.4%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-1.3%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$4,175,438

Down $834,192 (-17%) from 2023

Liabilities

Down

$98,323

Down $28,954 (-23%) from 2023

Net Assets

Down

$4,077,115

Down $805,238 (-16%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin14th percentile

Revenue

Down

$1,327,443

Down $676,570 (-34%) from 2023

Expenses

Down

$1,676,271

Down $575,804 (-26%) from 2023

Net Income

Down

-$348,828

Down $100,766 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$10M$5.0M$0Assets 2011: $7,561,382Liabilities 2011: $1,205,119Net Assets 2011: $6,356,2632011Assets 2012: $7,485,965Liabilities 2012: $694,607Net Assets 2012: $6,791,3582012Assets 2013: $8,535,157Liabilities 2013: $1,091,578Net Assets 2013: $7,443,5792013Assets 2014: $8,424,441Liabilities 2014: $1,116,412Net Assets 2014: $7,308,0292014Assets 2015: $9,930,836Liabilities 2015: $1,465,948Net Assets 2015: $8,464,8882015Assets 2016: $8,206,807Liabilities 2016: $764,691Net Assets 2016: $7,442,1162016Assets 2017: $7,267,033Liabilities 2017: $241,167Net Assets 2017: $7,025,8662017Assets 2018: $7,033,274Liabilities 2018: $105,522Net Assets 2018: $6,927,7522018Assets 2019: $6,722,442Liabilities 2019: $123,690Net Assets 2019: $6,598,7522019Assets 2020: $6,363,120Liabilities 2020: $157,361Net Assets 2020: $6,205,7592020Assets 2021: $6,216,469Liabilities 2021: $406,861Net Assets 2021: $5,809,6082021Assets 2022: $5,397,362Liabilities 2022: $266,947Net Assets 2022: $5,130,4152022Assets 2023: $5,009,630Liabilities 2023: $127,277Net Assets 2023: $4,882,3532023Assets 2025: $4,175,438Liabilities 2025: $98,323Net Assets 2025: $4,077,1152025

Highlighted filing

2025

Assets$4,175,438
Liabilities$98,323
Net Assets$4,077,115
Open 2025 Filing

Operations Trend

Revenue Growth35th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $20,051,8852011Expenses 2012: $19,748,5162012Expenses 2013: $20,668,7322013Revenue 2014: $23,619,793Expenses 2014: $23,755,343Net Income 2014: -$135,5502014Revenue 2015: $23,761,428Expenses 2015: $22,604,569Net Income 2015: $1,156,8592015Revenue 2016: $15,032,890Expenses 2016: $16,055,662Net Income 2016: -$1,022,7722016Revenue 2017: $6,758,333Expenses 2017: $7,174,583Net Income 2017: -$416,2502017Revenue 2018: $2,266,711Expenses 2018: $2,364,825Net Income 2018: -$98,1142018Revenue 2019: $2,105,292Expenses 2019: $2,434,292Net Income 2019: -$329,0002019Revenue 2020: $2,086,221Expenses 2020: $2,479,214Net Income 2020: -$392,9932020Revenue 2021: $1,643,326Expenses 2021: $2,039,477Net Income 2021: -$396,1512021Revenue 2022: $2,179,490Expenses 2022: $2,858,683Net Income 2022: -$679,1932022Revenue 2023: $2,004,013Expenses 2023: $2,252,075Net Income 2023: -$248,0622023Revenue 2025: $1,327,443Expenses 2025: $1,676,271Net Income 2025: -$348,8282025

Highlighted filing

2025

Revenue$1,327,443
Expenses$1,676,271
Net Income-$348,828
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,175,438
Liabilities
$98,323
Net assets
$4,077,115
Revenue
$1,327,443
Expenses
$1,676,271
Net income
-$348,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.10$4.08$1.33$1.68$0.35
2023Summary only. Only limited summary data is available for this year.$5.01$0.13$4.88$2.00$2.25$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.27$5.13$2.18$2.86$0.68
2021Summary only. Only limited summary data is available for this year.$6.22$0.41$5.81$1.64$2.04$0.40
2020Summary only. Only limited summary data is available for this year.$6.36$0.16$6.21$2.09$2.48$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.12$6.60$2.11$2.43$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.03$0.11$6.93$2.27$2.36$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.24$7.03$6.76$7.17$0.42
2016Detailed filing. Detailed filing data is available for this year.$8.21$0.76$7.44$15.0$16.1$1.02
2015Detailed filing. Detailed filing data is available for this year.$9.93$1.47$8.46$23.8$22.6$1.16
2014Detailed filing. Detailed filing data is available for this year.$8.42$1.12$7.31$23.6$23.8$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$1.09$7.44$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$0.69$6.79$19.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$1.21$6.36$20.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 18, 2026
Return Version
2024v5.2
Gross Receipts
$1,327,443
Mission and Program Overview

Mission

The plan provides dental, vision, prescription drug, medical benefits, group life and weekly disability benefits to members, their dependents and beneficiaries. The plan dispersed $1,382,142 of benefits to or for members during the year ended may 31, 2024

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,779,105$3,304,549▼ $474,556
Savings and Temporary Cash Investments$412,105$731,276▲ $319,171
Prepaid Expenses and Deferred Charges-$66,121-
Cash and Non-Interest-Bearing Accounts$172,069$52,660▼ $119,409
Accounts Receivable$74,306$20,832▼ $53,474
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,557,674$4,175,438▼ $382,236
Other Assets Total$120,089$0▼ $120,089
Liabilities
Other Liabilities$122,241$91,886▼ $30,355
Accounts Payable and Accrued Expenses$9,490$6,437▼ $3,053
Total Liabilities$131,731$98,323▼ $33,408
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,425,943$4,077,115▼ $348,828
Total Net Assets Fund Balance$4,425,943$4,077,115▼ $348,828
Total Liabilities and Net Assets / Fund Balance$4,557,674$4,175,438▼ $382,236
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Lou VillalvazoChairman
Mike BergenChairman
Alex WanlessTrustee
Humberto RodriguezTrustee
Martin PerezTrustee
Robert RiosTrustee
Shawn R AthayTrustee
Tom DittoTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Programs AdministrationTrust Adminstrator1200, Wilshire Blvdth, CA 90017$186,992
Rael & LetsonConsultant16855 W BERNARDO DRIVE STE 340, San Diego, CA 92127$65,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,137,918
Investment Income
$132,634
Other Revenue
$56,891
Change in Net Assets
$-348,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,327,443
Total Revenue per Audited Statements
$1,327,443
Total Revenue per Form 990
$1,327,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,275
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---$1,315,996
All Other Expenses---$23,844
Fees for Services Legal---$23,397
Fees for Services Other---$19,700
Other Expenses---$7,724
Conferences and Meetings---$3,366
Total Functional Expenses$0$0$0$1,676,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,676,271
Total Expenses per Audited Statements$1,676,271
Total Expenses per Form 990$1,676,271
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$75,854
Administrative Fees Payable$16,032
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“Form 990 was provided to the trustees of the plan for review.”

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

“The trustees adopted a policy whereby in october and april of each year, the trustees will submit a completed conflicts of interest disclosure form to the administrator to enforce compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Part VII Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Filing and Contact Details

Filer

Filer Name
General Teamsters and Employers
EIN
95-6060456
Phone
5624635000
Address
1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA 90017

Signing Officer

Name
Lou Villalvazo
Title
Chairman
Signed
2026-02-18
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703
Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“While the chair and co-chair are routinely delegated more of the operational supervision of expenditures, all oversight is performed by the board as a whole.”

Raw XML AppendixShowing 400 of 403 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09490
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06437
IRS990/AccountsReceivableGrp/BOYAmt074306
IRS990/AccountsReceivableGrp/EOYAmt020832
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES DENTAL, VISION, PRESCRIPTION DRUG, MEDICAL BENEFITS, GROUP LIFE AND WEEKLY DISABILITY BENEFITS TO MEMBERS, THEIR DEPENDENTS AND BENEFICIARIES. THE PLAN DISPERSED $1,382,142 OF BENEFITS TO OR FOR MEMBERS DURING THE YEAR ENDED MAY 31, 2024
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt023844
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01315996
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT PROGRAMS ADMINISTRATIO
IRS990/BooksInCareOfDetail/PhoneNum05624635000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 WILSHIRE BLVD FIFTH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090017
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0172069
IRS990/CashNonInterestBearingGrp/EOYAmt052660
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt03366
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0186992
IRS990/ContractorCompensationGrp/CompensationAmt165200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt116855 W BERNARDO DRIVE STE 340
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WILSHIRE BLVDTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192127
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENEFIT PROGRAMS ADMINISTRATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1RAEL & LETSON
IRS990/ContractorCompensationGrp/ServicesDesc0TRUST ADMINSTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1CONSULTANT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01315996
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0132634
IRS990/CYOtherExpensesAmt0360275
IRS990/CYOtherRevenueAmt056891
IRS990/CYProgramServiceRevenueAmt01137918
IRS990/CYRevenuesLessExpensesAmt0-348828
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01676271
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01327443
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE PLAN PROVIDES DENTAL, VISION, PRESCRIPTION DRUG, MEDICAL BENEFITS, GROUP LIFE AND WEEKLY DISABILITY BENEFITS TO MEMBERS, THEIR DEPENDENTS AND BENEFICIARIES. THE PLAN DISPERSED $1,315,396 OF BENEFITS TO OR FOR MEMBERS DURING THE YEAR ENDED MAY 31, 2025.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt023397
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt019700
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LOU VILLALVAZO
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAWN R ATHAY
IRS990/Form990PartVIISectionAGrp/PersonNm2HUMBERTO RODRIGUEZ
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IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT RIOS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTIN PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE BERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM DITTO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01327443
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0132634
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03779105
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03304549
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLAN PROVIDES DENTAL, VISION, PRESCRIPTION DRUG, MEDICAL BENEFITS, GROUP LIFE AND WEEKLY DISABILITY BENEFITS TO MEMBERS, THEIR DEPENDENTS AND BENEFICIARIES. THE PLAN DISPERSED $1,382,142 OF BENEFITS TO OR FOR MEMBERS DURING THE YEAR ENDED MAY 31, 2024
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04425943
IRS990/NetAssetsOrFundBalancesEOYAmt04077115
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04425943
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04077115
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120089
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1BENEFIT CONSULTANT & ACTUARIAL
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3FIDELITY,FIDUCIARY & CYBER
IRS990/OtherExpensesGrp/TotalAmt0186992
IRS990/OtherExpensesGrp/TotalAmt165200
IRS990/OtherExpensesGrp/TotalAmt230052
IRS990/OtherExpensesGrp/TotalAmt37724
IRS990/OtherLiabilitiesGrp/BOYAmt0122241
IRS990/OtherLiabilitiesGrp/EOYAmt091886
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Gain in Investment
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056891
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056891
IRS990/OtherRevenueTotalAmt056891
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt066121
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER'S CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0153
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11137765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0153
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11137765
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01394224
IRS990/PYInvestmentIncomeAmt069103
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0406489
IRS990/PYOtherRevenueAmt0116916
IRS990/PYProgramServiceRevenueAmt01158284
IRS990/PYRevenuesLessExpensesAmt0-456410
IRS990/PYTotalExpensesAmt01800713
IRS990/PYTotalRevenueAmt01344303
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-348828
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0412105
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0731276
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01676271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016032
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt175854
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt01327443
IRS990ScheduleD/TotalExpensesPerForm990Amt01676271
IRS990ScheduleD/TotalLiabilityAmt091886
IRS990ScheduleD/TotalRevenuePerForm990Amt01327443
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01327443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01676271
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO THE TRUSTEES OF THE PLAN FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ADOPTED A POLICY WHEREBY IN OCTOBER AND APRIL OF EACH YEAR, THE TRUSTEES WILL SUBMIT A COMPLETED CONFLICTS OF INTEREST DISCLOSURE FORM TO THE ADMINISTRATOR TO ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3While the chair and co-chair are routinely delegated more of the operational supervision of expenditures, all oversight is performed by the board as a whole.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VII Compensation of officers, directors, trustees, etc.
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CONTRIBUTOR LIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0IS ON FILE AT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0THE TRUST OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091746
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04557674
IRS990/TotalAssetsEOYAmt04175438
IRS990/TotalAssetsGrp/BOYAmt04557674
IRS990/TotalAssetsGrp/EOYAmt04175438
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01676271
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0131731
IRS990/TotalLiabilitiesEOYAmt098323
IRS990/TotalLiabilitiesGrp/BOYAmt0131731
IRS990/TotalLiabilitiesGrp/EOYAmt098323
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04425943
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04077115
IRS990/TotalProgramServiceRevenueAmt01137918
IRS990/TotalRevenueGrp/ExclusionAmt0132634
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01194809
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01327443
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04557674
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04175438
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 WILSHIRE BLVD FIFTH FLOOR
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090017
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOU VILLALVAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERAL TEAMSTERS AND EMPLOYERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0956060456
ReturnHeader/Filer/PhoneNum05624635000
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 WILSHIRE BLVD FIFTH FLOOR
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954778275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID BRODY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017785 CENTER COURT DR N STE 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624025222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Parbhu Jogia CPA
ReturnHeader/ReturnTs02026-02-18T15:02:10-08:00
ReturnHeader/ReturnTypeCd0990

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