Civic Intelligence

Entertainment Industry Flex Plan

990 • Fiscal year 2015 • EIN 95-6832043

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 24, 2016

Organization ProfileN/A

View Organization Page

844 seward stlos angeles, CA 90036

(323) 993-8810

Siviq Scores

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

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

87th percentile

17%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

10.0%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$73,973,180

Up $10,819,820 (+17%) from 2014

Net Assets

Up

$70,393,647

Up $10,304,391 (+17%) from 2014

Liabilities

Up

$3,579,533

Up $515,429 (+17%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$62,507,662

Up $5,658,277 (+10.0%) from 2014

Expenses

Up

$51,002,416

Up $4,762,042 (+10%) from 2014

Net Income

Up

$11,505,246

Up $896,235 (+8.4%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$300M$200M$100M$0Assets 2010: $35,550,087Liabilities 2010: $1,582,064Net Assets 2010: $33,968,0232010Assets 2011: $39,353,225Liabilities 2011: $1,597,893Net Assets 2011: $37,755,3322011Assets 2012: $44,403,819Liabilities 2012: $1,717,155Net Assets 2012: $42,686,6642012Assets 2013: $52,141,506Liabilities 2013: $2,376,189Net Assets 2013: $49,765,3172013Assets 2014: $63,153,360Liabilities 2014: $3,064,104Net Assets 2014: $60,089,2562014Assets 2015: $73,973,180Liabilities 2015: $3,579,533Net Assets 2015: $70,393,6472015Assets 2016: $87,342,012Liabilities 2016: $4,105,176Net Assets 2016: $83,236,8362016Assets 2017: $107,456,725Liabilities 2017: $4,574,544Net Assets 2017: $102,882,1812017Assets 2018: $123,341,882Liabilities 2018: $9,016,431Net Assets 2018: $114,325,4512018Assets 2019: $151,115,275Liabilities 2019: $10,610,648Net Assets 2019: $140,504,6272019Assets 2020: $157,835,815Liabilities 2020: $12,185,751Net Assets 2020: $145,650,0642020Assets 2021: $193,245,632Liabilities 2021: $14,774,775Net Assets 2021: $178,470,8572021Assets 2022: $203,868,007Liabilities 2022: $14,403,192Net Assets 2022: $189,464,8152022Assets 2023: $210,177,148Liabilities 2023: $10,643,504Net Assets 2023: $199,533,6442023Assets 2024: $255,520,650Liabilities 2024: $12,462,169Net Assets 2024: $243,058,4812024

Highlighted filing

2015

Assets$73,973,180
Liabilities$3,579,533
Net Assets$70,393,647
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150M$100M$50M$0-$50MRevenue 2010: $36,804,648Expenses 2010: $32,651,935Net Income 2010: $4,152,7132010Revenue 2011: $39,503,919Expenses 2011: $35,646,179Net Income 2011: $3,857,7402011Revenue 2012: $43,680,196Expenses 2012: $38,673,902Net Income 2012: $5,006,2942012Revenue 2013: $49,672,538Expenses 2013: $41,646,128Net Income 2013: $8,026,4102013Revenue 2014: $56,849,385Expenses 2014: $46,240,374Net Income 2014: $10,609,0112014Revenue 2015: $62,507,662Expenses 2015: $51,002,416Net Income 2015: $11,505,2462015Revenue 2016: $64,058,595Expenses 2016: $51,604,735Net Income 2016: $12,453,8602016Revenue 2017: $71,571,627Expenses 2017: $51,994,864Net Income 2017: $19,576,7632017Revenue 2018: $78,135,005Expenses 2018: $63,506,091Net Income 2018: $14,628,9142018Revenue 2019: $87,697,394Expenses 2019: $68,023,133Net Income 2019: $19,674,2612019Revenue 2020: $67,387,674Expenses 2020: $67,098,107Net Income 2020: $289,5672020Revenue 2021: $100,768,658Expenses 2021: $69,623,705Net Income 2021: $31,144,9532021Revenue 2022: $103,929,857Expenses 2022: $78,766,396Net Income 2022: $25,163,4612022Revenue 2023: $82,840,295Expenses 2023: $83,584,425Net Income 2023: -$744,1302023Revenue 2024: $119,326,648Expenses 2024: $81,281,914Net Income 2024: $38,044,7342024

Highlighted filing

2015

Revenue$62,507,662
Expenses$51,002,416
Net Income$11,505,246
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$67,223,858
Mission and Program Overview

Mission

Provides medical, dental, vision, life insurance, disability insurance and dependent care assistance benefits to participating employees under applicable collective bargaining agreements.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$60,089,256$70,393,647▲ $10,304,391
Investments in Publicly Traded Securities$33,489,955$49,401,188▲ $15,911,233
Savings and Temporary Cash Investments$26,108,039$21,415,518▼ $4,692,521
Accounts Receivable$2,641,649$2,517,348▼ $124,301
Cash and Non-Interest-Bearing Accounts$913,717$639,126▼ $274,591
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--
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$63,153,360$73,973,180▲ $10,819,820
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,064,104$3,579,533▲ $515,429
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,064,104$3,579,533▲ $515,429
Net Assets / Fund Balance
Total Net Assets Fund Balance$60,089,256$70,393,647▲ $10,304,391
Total Liabilities and Net Assets / Fund Balance$63,153,360$73,973,180▲ $10,819,820
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Charlie Braicotrustee
David Pilltrustee
Jim JoyceTrustee
John Moffitttrustee
Marc Sandmantrustee
Martha Pultartrustee
Rob BrandweneTrustee
Scott RothTrustee
Steve Berkowitztrustee
William ThomasTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Plans IncContract Admin.-$2,580,797
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,932,805
Investment Income
$1,574,857
Other Revenue
$0
Change in Net Assets
$11,505,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,507,662
Revenue Not Reported on Form 990
$-1,200,855
Total Revenue per Audited Statements
$61,306,807
Total Revenue per Form 990
$62,507,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,947,833
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---$48,054,583
Fees for Services Management---$2,500,000
Fees for Service Investment Mgmnt Fees---$126,875
Office Expenses---$125,603
Other Expenses---$41,988
Insurance---$39,259
Fees for Services Legal---$36,049
Fees for Services Accounting---$30,725
Total Functional Expenses$0$0$0$51,002,416

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$51,002,416
Total Expenses per Audited Statements$51,002,416
Total Expenses per Form 990$51,002,416
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Entertainment Industry Flex Plan
EIN
95-6832043
In Care Of
% BENEFIT PLANS INC
Phone
3239938810
Address
844 seward st, los angeles, CA 90036

Signing Officer

Name
Steve Berkowitz
Title
trustee
Phone
3239938810
Signed
2016-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Dugan Fund Manager
Formed
1985
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“Provides medical, dental, vision, life insurance, disability insurance and dependent care assistance benefits to participating employees under applicable collective bargaining agreements. Part vi, line 3: the third party administrator, benefit plans, inc., handles all daily transactions for the plan, which includes accounting, enrollment, eligibility and participant customer service. Part vi, line 11b: the administrative office reviewed the form 990 before filing and reported as such to the board of trustees at their next meeting. Part vi, line 19: the trust document and financial statements are maintained in the administrative office and are available upon request. Part vii, section a, column (e): any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

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

Raw XML AppendixShowing 400 of 445 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/BOYAmt03064104
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03579533
IRS990/AccountsReceivableGrp/BOYAmt02641649
IRS990/AccountsReceivableGrp/EOYAmt02517348
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt048054583
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT PLANS INC
IRS990/BooksInCareOfDetail/PhoneNum03239938810
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0844 SEWARD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090036
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0913717
IRS990/CashNonInterestBearingGrp/EOYAmt0639126
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02580797
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Benefit Plans Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Contract Admin.
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt048054583
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01574857
IRS990/CYOtherExpensesAmt02947833
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt060932805
IRS990/CYRevenuesLessExpensesAmt011505246
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt051002416
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062507662
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDES MEDICAL, DENTAL, VISION, LIFE INSURANCE, DISABILITY INSURANCE AND DEPENDENT CARE ASSISTANCE BENEFITS TO PARTICIPATING EMPLOYEES UNDER APPLICABLE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt030725
IRS990/FeesForServicesLegalGrp/TotalAmt036049
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt02500000
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0126875
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.67
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.63
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.68
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.04
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.38
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.16
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.59
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Steve Berkowitz
IRS990/Form990PartVIISectionAGrp/PersonNm1David Pill
IRS990/Form990PartVIISectionAGrp/PersonNm2Marc Sandman
IRS990/Form990PartVIISectionAGrp/PersonNm3Charlie Braico
IRS990/Form990PartVIISectionAGrp/PersonNm4John Moffitt
IRS990/Form990PartVIISectionAGrp/PersonNm5Martha Pultar
IRS990/Form990PartVIISectionAGrp/PersonNm6Jim Joyce
IRS990/Form990PartVIISectionAGrp/PersonNm7Rob Brandwene
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Roth
IRS990/Form990PartVIISectionAGrp/PersonNm9William Thomas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0408779
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05124975
IRS990/GrossReceiptsAmt067223858
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt039259
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01166078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01166078
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033489955
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049401188
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04716196
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES MEDICAL, DENTAL, VISION, LIFE INSURANCE, DISABILITY INSURANCE AND DEPENDENT CARE ASSISTANCE BENEFITS TO PARTICIPATING EMPLOYEES UNDER APPLICABLE COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt060089256
IRS990/NetAssetsOrFundBalancesEOYAmt070393647
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0408779
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0408779
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1200855
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0125603
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PCORI FEE
IRS990/OtherExpensesGrp/Desc2CONSULTING
IRS990/OtherExpensesGrp/TotalAmt014884
IRS990/OtherExpensesGrp/TotalAmt132450
IRS990/OtherExpensesGrp/TotalAmt241988
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
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/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SEAN DUGAN FUND MANAGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054313252
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16619553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054313252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16619553
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt043724491
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01068452
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02515883
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt055780933
IRS990/PYRevenuesLessExpensesAmt010609011
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046240374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt056849385
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011505246
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt060089256
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt070393647
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026108039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021415518
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt051002416
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1200855
IRS990ScheduleD/RevenueNotReportedAmt0-1200855
IRS990ScheduleD/RevenueSubtotalAmt062507662
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan 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/TotalExpensesPerForm990Amt051002416
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt062507662
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt061306807
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt051002416
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDES MEDICAL, DENTAL, VISION, LIFE INSURANCE, DISABILITY INSURANCE AND DEPENDENT CARE ASSISTANCE BENEFITS TO PARTICIPATING EMPLOYEES UNDER APPLICABLE COLLECTIVE BARGAINING AGREEMENTS. PART VI, LINE 3: THE THIRD PARTY ADMINISTRATOR, BENEFIT PLANS, INC., HANDLES ALL DAILY TRANSACTIONS FOR THE PLAN, WHICH INCLUDES ACCOUNTING, ENROLLMENT, ELIGIBILITY AND PARTICIPANT CUSTOMER SERVICE. PART VI, LINE 11B: THE ADMINISTRATIVE OFFICE REVIEWED THE FORM 990 BEFORE FILING AND REPORTED AS SUCH TO THE BOARD OF TRUSTEES AT THEIR NEXT MEETING. PART VI, LINE 19: THE TRUST DOCUMENT AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. PART VII, SECTION A, COLUMN (E): ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 - ORGANIZATION'S MISSION:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1INFORMATION AT THE ADMINISTRATOR OFFICE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1INFORMATION AT THE ADMIN OFC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ENTERTAINMENT INDUSTRY 401(K) PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INFORMATION AT THE ADMINISTRATOR OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0957006851
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401-1(B)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RET. BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0844 SEWARD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090036
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0AS A PARTNERSHIP, CORPORATION OR TRUST: THIS PLAN HAS 184 CONTRIBUTING EMPLOYERS WHOSE INFORMATION IS AVAILABLE AT THE ADMINISTRATIVE OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS III AND IV - IDENTIFICATION OF RELATED ORGANIZATION TAXABLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt030996975
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ENTERTAINMENT INDUSTRY 401(K) PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L, R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt063153360
IRS990/TotalAssetsEOYAmt073973180
IRS990/TotalAssetsGrp/BOYAmt063153360
IRS990/TotalAssetsGrp/EOYAmt073973180
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt051002416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03064104
IRS990/TotalLiabilitiesEOYAmt03579533
IRS990/TotalLiabilitiesGrp/BOYAmt03064104
IRS990/TotalLiabilitiesGrp/EOYAmt03579533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt060089256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt070393647
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt060932805
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01574857
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060932805

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,973,180
Liabilities
$3,579,533
Net assets
$70,393,647
Revenue
$62,507,662
Expenses
$51,002,416
Net income
$11,505,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$256$12.5$243$119$81.3$38.0
2023Summary only. Only limited summary data is available for this year.$210$10.6$200$82.8$83.6$0.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$204$14.4$189$104$78.8$25.2
2021Summary only. Only limited summary data is available for this year.$193$14.8$178$101$69.6$31.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$12.2$146$67.4$67.1$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$10.6$141$87.7$68.0$19.7
2018Summary only. Only limited summary data is available for this year.$123$9.02$114$78.1$63.5$14.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$4.57$103$71.6$52.0$19.6
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.3$4.11$83.2$64.1$51.6$12.5
2015Detailed filing. Detailed filing data is available for this year.$74.0$3.58$70.4$62.5$51.0$11.5
2014Detailed filing. Detailed filing data is available for this year.$63.2$3.06$60.1$56.8$46.2$10.6
2013Summary only. Only limited summary data is available for this year.$52.1$2.38$49.8$49.7$41.6$8.03
2012Summary only. Only limited summary data is available for this year.$44.4$1.72$42.7$43.7$38.7$5.01
2011Summary only. Only limited summary data is available for this year.$39.4$1.60$37.8$39.5$35.6$3.86
2010Summary only. Only limited summary data is available for this year.$35.6$1.58$34.0$36.8$32.7$4.15