2024-02-24T09:24:32-06:00 2023-04-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-05-01 946284253 JOINT BENEFIT TRUST % HEALTH SERVICES & BENEFITS A JOIN 9258837300 4160 DUBLIN BOULEVARD Suite 400 DUBLIN CA 94568 STACEY CUE Co-Chair 9258837300 2024-02-12 true STACEY CUE 999009999 JOSEPH M THIERMANN P01066616 9252779100 2 2022 2023-04-26 12:10:37Z STACEY CUE 4160 DUBLIN BOULEVARD 400 DUBLIN CA 94568 58338753 false X N/A X 1972 CA PROVIDE HEALTH AND WELFARE BENEFITS 8 0 0 0 0 0 0 0 60917479 46534610 1083215 795807 18 61176 62000712 47391593 0 0 44076359 38877087 0 0 0 0 0 4978964 4938887 49055323 43815974 12945389 3575619 57691300 58700650 10230529 7467806 47460771 51232844 TO PROVIDE HEALTH AND WELFARE BENEFITS. false false HEALTH AND WELFARE BENEFITS PROVIDED UNDER COLLECTIVE BARGAINING FOR PARTICIPANTS. false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 276 0 true 0 false false false false false false false false X 8 0 false true false false false false false true false false false true true true true true true false false false CA X HEALTH SERVICES BENEFITS A 9258337300 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94588 X ASHLEY ALVARADO CHAIRMAN 3.0 0.0 X X 0 0 0 STACEY CUE CO-CHAIR 3.0 0.0 X X 0 0 0 LUIS DIAZ TRUSTEE 2.5 0.0 X 0 0 0 PETER FINN TRUSTEE 2.5 0.0 X 0 0 0 JP BRADLEY TRUSTEE 2.5 0.0 X 0 0 0 JOTI AULAK TRUSTEE 2.5 0.0 X 0 0 0 ADAM SROUFE TRUSTEE 2.5 0.0 X 0 0 0 CRESCENCIO DIAZ TRUSTEE 2.5 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false HEALTH SERVICES BENEFIT ADMIN 4160 DUBLIN BLVD STE 400 DUBLIN CA 94588 ADMIN FEES 3124866 BLUE CROSS OF CALIFORNIA DEPARTMENT 5812 LOS ANGELES CA 90074 PPO NETWORK FEE 490230 HEALTH SERVICES FOUNDATION 4160 DUBLIN BLVD STE 400 DUBLIN CA 94588 BENEFIT ADMIN 185000 THE SEGAL COMPANY 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO CA 94104 ACTUARIAL & CONSULT. 186290 BEESON TAYER AND BODINE 492 NINTH ST STE 350 OAKLAND CA 94607 LEGAL FEES 136691 7 0 EMPLOYER CONTRIBUTIONS 525100 41365766 41365766 STOP-LOSS RECOVERY 525100 1983532 1983532 PRESCRIPTION REBATE INCOME 525100 1772259 1772259 EMPLOYEE CONTRIBUTIONS 525100 546579 546579 MEDICAL SETTLEMENT 525100 866474 866474 46534610 1005664 1005664 0 0 0 0 0 10737303 10947160 -209857 -209857 -209857 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 61176 61176 61176 47391593 46595786 795807 0 0 0 38877087 0 0 0 0 0 0 3012840 194972 133729 0 0 148630 1172929 0 178120 0 0 0 0 0 11745 0 0 0 58294 PCORI TAX 26268 OTHER EXPENSES 1360 43815974 647280 1460340 0 0 0 0 10875294 6708860 0 0 0 0 0 0 0 0 89910 52193 0 0 46078816 50479257 0 0 0 0 0 0 0 0 57691300 58700650 138426 111194 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10092103 7356612 10230529 7467806 X 0 0 0 0 47460771 51232844 47460771 51232844 57691300 58700650 3575619 196454 X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3124612 GROUP INSURANCE PREMIUMS PAYABLE 282000 CLAIMS PAYABLE & IBNR 3950000 7356612 X 47439417 196454 196454 47242963 148630 148630 47391593 46402835 46402835 148630 -2735491 -2586861 43815974 PART X, LINE 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of April 30, 2023 and 2022, 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. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS TRUSTEES, OFFICERS AND ALL MANAGEMENT EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE FUND. THE POLICY PROVIDES SEVERAL EXAMPLES OF TRANSACTIONS THAT WOULD BE CONSIDERED A CONFLICT OF INTEREST. IT IS ASSUMED THAT THE TRUSTEES, OFFICERS AND MANAGEMENT WILL RECOGNIZE CONFLICTS BASED ON THE EXAMPLES, OR BY ANALOGY WITH THE EXAMPLES, PROVIDED IN THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE FUND MANAGER OR CHAIRMAN. TRANSACTIONS MAY BE UNDERTAKEN ONLY IF THEY ARE FULLY DISCLOSED, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS, AND THE FUND MANAGER OR CHAIRMAN HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19: ALL GOVERNING DOCUMENTS, THE CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 11A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED NON-PROFIT ORGANIZATION IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. TEAMSTERS CA STATE COUNCIL OF CANNERY 1933 W CALDWELL AVENUE VISALIA CA 93277 942801732 LABOR ORG. CA 501(C)(5) N/A NA false TEAMSTERS LOCAL UNION 856 453 SAN MATEO AVENUE SAN BRUNO CA 94066 941211646 LABOR ORG. CA 501(C)5) N/A NA false TEAMSTERS LOCAL UNION 948 2354 W WHITENDALE AVENUE VISALIA CA 93277 941310598 CONTRIB. EMP. CA 501(C)(5) N/A NA false A&W CONCENTRATES INC CONTRIBUTING EMPL false CONAGRA FOODS CONTRIBUTING EMPL false BEECH-NUT CORP CONTRIBUTING EMPL false BORDEN HOLDINGS CONTRIBUTING EMPL false SENECA FOODS CORP CONTRIBUTING EMPL false LIBBY MCNEILL & LIBBY CONTRIBUTING EMPL false DOLE PACKAGED FOODS CONTRIBUTING EMPL false SILGAN CONTAINER CONTRIBUTING EMPL false DIXON CANNING CORP CONTRIBUTING EMPL false ESCALON PREMIUM BRANDS CONTRIBUTING EMPL false GERBER PRODUCTS COMPANY CONTRIBUTING EMPL false H J HEINZ COMPANY CONTRIBUTING EMPL false C&S WHOLESALE GROCERS CONTRIBUTING EMPL false HORMEL FOODS CORP CONTRIBUTING EMPL false OLAM SPICES AND VEGETABLE CONTRIBUTING EMPL false PACIFIC COAST PRODUCERS CONTRIBUTING EMPL false TOMOPCO INC CONTRIBUTING EMPL false UNILEVER CONTRIBUTING EMPL false STANISLAUS FOOD PRODUCTS CONTRIBUTING EMPL false SUN GARDEN PACKING CO CONTRIBUTING EMPL false TILLIE LEWIS CONTRIBUTING EMPL false CAMPBELL SOUP COMPANY CONTRIBUTING EMPL false UNION LOCAL 856 CONTRIBUTING EMPL false false false false false false false false false false false false false false false false false false false false