Civic Intelligence

Teamsters Miscellaneous Security Fund

EIN 95-6060502 • 501(c)9 • Pasadena, CA

View Organization Page

Profile

To provide to eligible participants and eligible dependents, medical, death, mental health and welfare benefits in accordance with collective bargaining agreements.

225 South Lake Avenue 1200Pasadena, CA 91101

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.08x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.08x

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

501(c)9 • $250M-$1B nonprofits • Source year 2023

Net Margin

60th percentile

7.0%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

7.9%

Faster asset growth than 63% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$329,693,460

Up $33,525,148 (+11%) from 2024

Liabilities

Up

$22,427,734

Up $1,757,541 (+8.5%) from 2024

Net Assets

Up

$307,265,726

Up $31,767,607 (+12%) from 2024

Operations
Liabilities / Revenue54th percentileNet Margin60th percentile

Revenue

Up

$301,505,342

Up $28,862,302 (+11%) from 2024

Expenses

Up

$269,737,735

Up $27,179,889 (+11%) from 2024

Net Income

Up

$31,767,607

Up $1,682,413 (+5.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$400M$300M$200M$100M$0Assets 2010: $68,464,471Liabilities 2010: $9,169,418Net Assets 2010: $59,295,0532010Assets 2011: $61,149,630Liabilities 2011: $10,814,929Net Assets 2011: $50,334,7012011Assets 2012: $69,421,760Liabilities 2012: $9,292,180Net Assets 2012: $60,129,5802012Assets 2013: $92,849,688Liabilities 2013: $15,066,573Net Assets 2013: $77,783,1152013Assets 2014: $96,046,063Liabilities 2014: $12,997,500Net Assets 2014: $83,048,5632014Assets 2015: $119,741,790Liabilities 2015: $17,507,564Net Assets 2015: $102,234,2262015Assets 2016: $136,303,036Liabilities 2016: $16,584,403Net Assets 2016: $119,718,6332016Assets 2017: $149,458,777Liabilities 2017: $18,577,133Net Assets 2017: $130,881,6442017Assets 2018: $164,263,792Liabilities 2018: $19,572,296Net Assets 2018: $144,691,4962018Assets 2019: $190,397,951Liabilities 2019: $20,024,841Net Assets 2019: $170,373,1102019Assets 2020: $218,353,121Liabilities 2020: $18,788,264Net Assets 2020: $199,564,8572020Assets 2021: $233,183,818Liabilities 2021: $17,633,710Net Assets 2021: $215,550,1082021Assets 2022: $246,728,651Liabilities 2022: $18,706,890Net Assets 2022: $228,021,7612022Assets 2023: $266,184,059Liabilities 2023: $20,771,134Net Assets 2023: $245,412,9252023Assets 2024: $296,168,312Liabilities 2024: $20,670,193Net Assets 2024: $275,498,1192024Assets 2025: $329,693,460Liabilities 2025: $22,427,734Net Assets 2025: $307,265,7262025

Highlighted filing

2025

Assets$329,693,460
Liabilities$22,427,734
Net Assets$307,265,726
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$400M$300M$200M$100M$0Expenses 2010: $181,797,4672010Expenses 2011: $185,304,0132011Expenses 2012: $179,104,5042012Expenses 2013: $204,007,9432013Revenue 2014: $207,077,372Expenses 2014: $201,811,924Net Income 2014: $5,265,4482014Revenue 2015: $217,578,976Expenses 2015: $198,393,313Net Income 2015: $19,185,6632015Revenue 2016: $213,795,705Expenses 2016: $196,311,298Net Income 2016: $17,484,4072016Revenue 2017: $223,026,360Expenses 2017: $211,863,349Net Income 2017: $11,163,0112017Revenue 2018: $234,416,114Expenses 2018: $220,606,262Net Income 2018: $13,809,8522018Revenue 2019: $249,407,151Expenses 2019: $223,725,537Net Income 2019: $25,681,6142019Revenue 2020: $253,228,705Expenses 2020: $224,036,958Net Income 2020: $29,191,7472020Revenue 2021: $239,388,863Expenses 2021: $223,403,612Net Income 2021: $15,985,2512021Revenue 2022: $225,099,881Expenses 2022: $212,628,228Net Income 2022: $12,471,6532022Revenue 2023: $247,134,730Expenses 2023: $229,743,566Net Income 2023: $17,391,1642023Revenue 2024: $272,643,040Expenses 2024: $242,557,846Net Income 2024: $30,085,1942024Revenue 2025: $301,505,342Expenses 2025: $269,737,735Net Income 2025: $31,767,6072025

Highlighted filing

2025

Revenue$301,505,342
Expenses$269,737,735
Net Income$31,767,607
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$329,693,460
Liabilities
$22,427,734
Net assets
$307,265,726
Revenue
$301,505,342
Expenses
$269,737,735
Net income
$31,767,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$330$22.4$307$302$270$31.8
2024Detailed filing. Detailed filing data is available for this year.$296$20.7$275$273$243$30.1
2023Detailed filing. Detailed filing data is available for this year.$266$20.8$245$247$230$17.4
2022Detailed filing. Detailed filing data is available for this year.$247$18.7$228$225$213$12.5
2021Detailed filing. Detailed filing data is available for this year.$233$17.6$216$239$223$16.0
2020Detailed filing. Detailed filing data is available for this year.$218$18.8$200$253$224$29.2
2019Detailed filing. Detailed filing data is available for this year.$190$20.0$170$249$224$25.7
2018Detailed filing. Detailed filing data is available for this year.$164$19.6$145$234$221$13.8
2017Detailed filing. Detailed filing data is available for this year.$149$18.6$131$223$212$11.2
2016Detailed filing. Detailed filing data is available for this year.$136$16.6$120$214$196$17.5
2015Detailed filing. Detailed filing data is available for this year.$120$17.5$102$218$198$19.2
2014Detailed filing. Detailed filing data is available for this year.$96.0$13.0$83.0$207$202$5.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.8$15.1$77.8$204
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.4$9.29$60.1$179
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.1$10.8$50.3$185
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.5$9.17$59.3$182
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 27, 2026
Return Version
2024v5.2
Gross Receipts
$301,505,342
Mission and Program Overview

Mission

To provide eligible participants and eligible dependents medical, death, mental health and welfare benefits in accordance with collective bargaining agreements.

To provide to eligible participants and eligible dependents, medical, death, mental health and welfare benefits in accordance with collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$275,498,119$307,265,726▲ $31,767,607
Investments in Publicly Traded Securities$224,252,531$265,620,093▲ $41,367,562
Cash and Non-Interest-Bearing Accounts$33,771,398$45,374,732▲ $11,603,334
Savings and Temporary Cash Investments$33,480,730$13,514,614▼ $19,966,116
Accounts Receivable$1,133,521$1,403,249▲ $269,728
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$296,168,312$329,693,460▲ $33,525,148
Other Assets Total$3,530,132$3,780,772▲ $250,640
Liabilities
Other Liabilities$19,950,088$21,717,445▲ $1,767,357
Accounts Payable and Accrued Expenses$720,105$710,289▼ $9,816
Total Liabilities$20,670,193$22,427,734▲ $1,757,541
Net Assets / Fund Balance
Total Net Assets Fund Balance$275,498,119$307,265,726▲ $31,767,607
Total Liabilities and Net Assets / Fund Balance$296,168,312$329,693,460▲ $33,525,148
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mike BergenChairman
Ray WhitmerChairman
Chris SheridanTrustee
John a OntiverosTrustee
Lily GuerreroTrustee
Marjorie EwingTrustee
Michelle WarrenTrustee
Mike HarukiTrustee
Mike PharrisTrustee
Nick SilkTrustee
Ron Seamans SrTrustee
Tom LauerTrustee
Christopher Griswold-
Sean Harren-
Felix SernaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Northwest Administrator INCContract Admin225 S LAKE AVENUE STE 1200, Pasadena, CA 91101$7,915,998
Anthem Blue CrossPpo3080 BRISTOL STRET STE 200, Costa Mesa, CA 92626$423,080
Liberty Dental Plan Of CaliforniaDental Admin1730 FLIGHT WAY STE 125, Tustin, CA 92782$363,171
Southwest Money Management INCConsultant6978 EMERALD SPRINGS LN, Las Vegas, NV 89113$225,046
Af Bubenas & CompanyConsultant20955 PATHFINDER ROAD STE 100, Diamond Bar, CA 91765$151,008
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$284,691,977
Investment Income
$5,806,352
Other Revenue
$11,007,013
Change in Net Assets
$31,767,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,826,956
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---$259,910,779
Fees for Services Management---$7,289,187
Fees for Services Other---$1,637,350
Fees for Service Investment Mgmnt Fees---$225,046
Fees for Services Legal---$95,286
Fees for Services Accounting---$62,465
Insurance---$52,819
Conferences and Meetings---$11,613
Other Expenses---$5,489
Total Functional Expenses$0$0$0$269,737,735
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 Obligations$21,717,445
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

“The board of trustees reviews the form 990 and upon approval, authorizes the chairman to sign the form.”

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

“The board of trustees complete and sign conflict of interest form on a bi-annual basis in may and december.”

Form 990, Part VI, Section C, Line 19

“Trust's plan document and any other governing documents, including the financial statements, are maintained at the trust office and are available 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
Teamsters Miscellaneous Security Fund
EIN
95-6060502
Phone
6264636012
Address
225 SOUTH LAKE AVENUE 1200, PASADENA, CA 91101

Signing Officer

Name
Ray Whitmer
Title
Chairman
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ray Whitmer
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
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

Part V, Line 2A

“The plan has no statutory employees but did file forms w-2 to report short-term disability (third-party sick pay) benefits to participants.”

Raw XML AppendixShowing 400 of 474 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
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IRS990/AccountsReceivableGrp/EOYAmt01403249
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE TO ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS, MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum06264636011
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 SOUTH LAKE AVENUE SUITE 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990/ConferencesMeetingsGrp/TotalAmt011613
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt07915998
IRS990/ContractorCompensationGrp/CompensationAmt1363171
IRS990/ContractorCompensationGrp/CompensationAmt2423080
IRS990/ContractorCompensationGrp/CompensationAmt3225046
IRS990/ContractorCompensationGrp/CompensationAmt4151008
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0225 S LAKE AVENUE STE 1200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11730 FLIGHT WAY STE 125
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt23080 BRISTOL STRET STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt36978 EMERALD SPRINGS LN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt420955 PATHFINDER ROAD STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PASADENA
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1LIBERTY DENTAL PLAN OF CALIFORNIA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ANTHEM BLUE CROSS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SOUTHWEST MONEY MANAGEMENT INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4AF BUBENAS & COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN
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IRS990/ContractorCompensationGrp/ServicesDesc2PPO
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTANT
IRS990/ContractorCompensationGrp/ServicesDesc4CONSULTANT
IRS990/CreditCounselingInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt062465
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0225046
IRS990/ForeignActivitiesInd0false
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm1TOM LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE PHARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN A ONTIVEROS
IRS990/Form990PartVIISectionAGrp/PersonNm4NICK SILK
IRS990/Form990PartVIISectionAGrp/PersonNm5FELIX SERNA
IRS990/Form990PartVIISectionAGrp/PersonNm6MARJORIE EWING
IRS990/Form990PartVIISectionAGrp/PersonNm7RON SEAMANS SR
IRS990/Form990PartVIISectionAGrp/PersonNm8RAY WHITMER
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS SHERIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm11MIKE BERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE HARUKI
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER GRISWOLD
IRS990/Form990PartVIISectionAGrp/PersonNm14SEAN HARREN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/MissionDesc0TO PROVIDE TO ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS, MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.
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IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2REGULATORY COMPLIANCE PROJECT
IRS990/OtherExpensesGrp/Desc3PBI FEES
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IRS990/OtherExpensesGrp/TotalAmt28873
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IRS990/OtherRevenueMiscGrp/Desc2WELLNESS PROGRAM
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0RAY WHITMER
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND UPON APPROVAL, AUTHORIZES THE CHAIRMAN TO SIGN THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES COMPLETE AND SIGN CONFLICT OF INTEREST FORM ON A BI-ANNUAL BASIS IN MAY AND DECEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST'S PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, INCLUDING THE FINANCIAL STATEMENTS, ARE MAINTAINED AT THE TRUST OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN HAS NO STATUTORY EMPLOYEES BUT DID FILE FORMS W-2 TO REPORT SHORT-TERM DISABILITY (THIRD-PARTY SICK PAY) BENEFITS TO PARTICIPANTS.
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/FormAndLineReferenceDesc3PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VII Compensation of officers, directors, trustees, etc.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CONTRIBUTOR LIST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0IS ON FILE AT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0THE TRUST OFFICE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091101
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0false

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