2024-02-02T14:06:37-06:00 2023-03-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 990 2022-04-01 946459649 CCPOA BENEFIT TRUST FUND % DANIEL BEAMAN CCPO 9167796300 2515 VENTURE OAKS WAY Suite 200 SACRAMENTO CA 95833 ROBERT GARCIA CHAIR 9167796300 2024-01-30 true ROBERT GARCIA 999009999 JESSICA R ROSTER P01317380 9252779100 2 2022 2023-04-26 12:10:37Z ROBERT GARCIA 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 417990075 false X N/A X 1987 CA TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 5 38 5 0 0 0 0 339929442 345669801 7186897 4543321 111592 124564 347227931 350337686 0 0 321096085 323208098 4202287 4234418 0 0 0 7930417 8543901 333228789 335986417 13999142 14351269 257150998 262857480 62542646 62238271 194608352 200619209 TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS FOR 28,003 ACTIVE EMPLOYEES AND 16,121 RETIREES. false false false false false false false false true false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 4104 0 true 38 true false false false false false false false false X 5 5 false true false false false false false true false false false true true true true true true false false false CA X DANIEL BEAMAN 9167796300 2515 VENTURE OAKS WAY NO 200 SACRAMENTO CA 95833 Daniel Beaman Administrator 40.0 0.0 X 196054 0 11057 james baumiller ASSISTANT ADMIN 40.0 0.0 X 170010 0 37054 Guadalupe Ruiz CFO 40.0 0.0 X 199375 0 5970 PETER SANDS COMPUTER/COMPLIANCE SUPERVISOR 40.0 0.0 X 104715 0 -17637 DEBORAH JOHNSON BENEFITS ADMIN MANAGER 40.0 0.0 X 117411 0 -54225 PATRICK DAY ADMINISTRATOR 5.0 5.0 X 0 0 0 Steven Herrera VICE CHAIR 5.0 5.0 X 0 0 0 SHANE HALL TRUSTEE 5.0 5.0 X 0 0 0 ROBERT GARCIA TRUSTEE 5.0 5.0 X 0 0 0 CHRISTOPHER GALLYER TRUSTEE 5.0 5.0 X 0 0 0 BENJAMIn Sybesma LDF lEGAL Administrator 40.0 0.0 X 246818 0 -349827 1034383 0 -367608 20 false true false MCHUGH KOEPKE ASSOCIATES 915 L Street Suite 1250 SACRAMENTO CA 95814 CONSULTANT 150000 TRUCKER HUSS 135 Main Street 9th Floor SAN FRANCISCO CA 941051815 LEGAL COUNSEL 201870 Sellwood Consulting LLC 6650 SW Redwood Ln Ste 370 PORTLAND OR 97224 CONSULTANT 175906 Segal Company PO Box 4070 Church Street Statio NEW YORK NY 102614070 CoNSULTANT 137827 FIRST DENTAL HEALTH PO BOX 919029 SAN DIEGO CA 92191 ADMIN FEES 315390 7 0 EMPLOYER CONTRIBUTIONS 900099 249184964 249184964 PARTICIPANT CONTRIBUTIONS 900099 88006134 88006134 ADMIN FEE REIMBURSEMENT 900099 5401821 5401821 SERVICE FEE REVENUE 900099 3076882 3076882 345669801 6022108 6022108 0 0 112064 112064 0 112064 112064 66173602 67652389 -1478787 -1478787 -1478787 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 12500 12500 350337686 345669801 0 4655385 0 0 0 323208098 215355 0 3018753 43519 733243 223548 0 197627 74750 0 0 127670 6109135 0 1041078 0 0 528175 97973 0 0 0 0 211793 155700 335986417 200 200 51006024 58354260 0 0 20755936 21289741 0 0 0 0 0 0 0 0 138019 183492 7087313 3684029 3297529 3403284 175800140 171937961 0 0 0 0 0 0 6153150 7688542 257150998 262857480 910678 1028829 0 0 0 0 0 0 0 0 0 0 0 0 0 0 61631968 61209442 62542646 62238271 X 0 0 0 0 194608352 200619209 194608352 200619209 257150998 262857480 14351269 -8340412 X false false false 726132 726132 5021461 2911860 2109601 35938 32128 3810 1303782 740041 563741 3403284 0 LEASE DEPOSITS 10710 PREMIUMS PAYABLE 38022567 SUBSIDIES PAYABLE 1119506 CLAIMS PAYABLE AND IBNR 21580011 DUE TO OTHER TRUST FUNDS 423842 UNCLAIMED FUNDS 52806 61209442 X PART X, LINE 2: THERE ARE FOUR PLANS THAT MAKE UP THE TRUST. EACH PLAN'S AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE REGARDING UNCERTAIN TAX POSITIONS. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MARCH 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. james baumiller ASSISTANT ADMIN 162510 0 7500 0 0 0 23538 0 13516 0 207064 0 0 0 Guadalupe Ruiz CFO 191875 0 7500 0 0 0 -25825 0 31795 0 205345 0 0 0 Daniel Beaman Administrator 184554 0 11500 0 0 0 10761 0 296 0 207111 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS APPOINTED CCPOA BENEFIT TRUST FUND TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE ANY SUB COMMITTEES WITH THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE ADMINISTRATOR AND CHIEF FINANCIAL OFFICER AND IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE TO THE OTHER TRUSTEES AND FUND COUNSEL, INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A POTENTIAL CONFLICT OF INTEREST; FUND COUNSEL WILL BE CONSULTED AND SHALL ADDRESS AND IDENTIFY THE SITUATION AND ITS POTENTIAL FOR PREVENTING AN UNBIASED OR OBJECTIVE DECISION BY THE TRUSTEE OF THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE PLANS' FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IV, LINE 12A: THE TRUST CONSISTS OF FOUR PLANS. THE INDIVIDUAL PLANS HAVE SEPARATE AUDITED FINANCIAL STATEMENTS; HOWEVER, THE TRUST DOES NOT. CCPOA LEGAL DEFENSE FUND 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 686072830 LEGAL REPR CA 501c(9) none na false California Correctional Peace Officers A 755 Riverpoint Dr West Sacramento CA 95605 941490964 promote org. CA 501c(5) none na false false false false false false false false false false false true false false false false true false false CCPOA LEGAL DEFENSE FUND L 632835 CASH CCPOA LEGAL DEFENSE FUND Q 299832 CASH