2024-11-11T10:49:26-06:00 2023-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2023-01-01 330579503 CALIFORNIA SCHOOLS VOL EMP BEN ASSOC FKA SOCAL SCHOOLS VOL EMP BENEFITS AS CALI 6192780021 1843 HOTEL CIRCLE SOUTH 3RD FLOOR SAN DIEGO CA 92108 ROBIN WATKINS CO-CHAIR 6192780021 2024-10-22 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2024-10-19 2023 2024-10-15 13:58:12Z ROBIN WATKINS 1843 HOTEL CIRCLE SOUTH 3RD FLOOR SAN DIEGO CA 92108 989673601 0 X WWW.VEBAONLINE.COM X 1993 CA THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS. 17 0 0 0 3693097 0 0 0 928943337 985642135 709447 3711824 -28458 -18727 929624326 989335232 0 0 908239876 962935921 0 0 0 0 0 22565162 28150525 930805038 991086446 -1180712 -1751214 187749684 192600451 64328406 38368898 123421278 154231553 THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS. 0 0 THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO NEARLY 150,000 EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 30 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 17 0 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X RISK PROGRAM ADMINISTRATORS 6192780021 1843 HOTEL CIRCLE SOUTH 3RD FLOOR SAN DIEGO CA 92108 X BRIAN DUFFY CHAIR 2.00 38.00 X X 0 0 0 ROBIN WATKINS CO-CHAIR 2.00 38.00 X X 0 81773 0 TINA DOUGLAS DIRECTOR 1.00 38.00 X 0 282222 0 MOISES AGUIRRE DIRECTOR 1.00 39.00 X 0 0 0 BETTY ROBLES-LEAL DIRECTOR 1.00 39.00 X 0 223449 0 AHMAD SWINTON DIRECTOR 1.00 39.00 X 0 87025 0 CLARK HAMPTON DIRECTOR 1.00 39.00 X 0 345816 0 LAMONT JACKSON DIRECTOR 1.00 39.00 X 0 412500 0 RONDA WALEN DIRECTOR 1.00 39.00 X 0 0 0 GREGG ROBINSON DIRECTOR 1.00 39.00 X 0 0 0 DEBRA SCHADE DIRECTOR 1.00 1.00 X 0 844 0 JAMES MESSINA DIRECTOR 1.00 39.00 X 0 0 0 ESPIE MEDELLIN DIRECTOR 1.00 39.00 X 0 0 0 HELEN FARIAS DIRECTOR 1.00 39.00 X 0 0 0 MICHAEL SIMONSON DIRECTOR 1.00 39.00 X 0 300360 0 JONATHAN MELLO DIRECTOR 1.00 39.00 X 0 0 0 MICHAEL BREYETTE DIRECTOR 1.00 39.00 X 0 0 0 0 1733989 0 0 0 1 0 RISK PROGRAM ADMINISTRATORS LLC 2850 GOLF ROAD ROLLING MEADOWS IL 60008 TRUST ADMINISTRATION FEES 8559809 ERNST & YOUNG US LLP PO BOX 846793 LOS ANGELES CA 90084 CONSULTING 346093 ASCENDANT HEALTH CARE INC 1755 INDIAN WOOD CIRCLE SUITE 100 MAUMEE OH 43537 DATA MANAGEMENT 342349 WILLIS TOWERS WATSON US LLC 28025 NETWORK PLACE CHICAGO IL 60673 CONSULTING 249548 OPTUM BEHAVIORAL HEALTH PO BOX 885889 LOS ANGELES CA 90088 ONSITE STAFFING 194113 8 MEMBERSHIP DUES & ASSESSMENT 900099 985642135 985642135 985642135 3711824 3711824 319642 338369 -18727 -18727 -18727 989335232 985642135 3693097 0 962935921 192537 41264 897698 670139 305272 589495 18499 PROGRAM SUPPORT 8614564 TRUST ADMINISTRATION FE 8559809 OTHER DEDUCTION 4158128 COMMUNICATION 2865895 1237225 991086446 133231178 80533475 12715611 3094961 1827707 5442997 18882450 3538998 16038525 15343452 22507956 87109737 1428707 1075829 187749684 192600451 377335 1880208 31292481 32715690 32658590 3773000 64328406 38368898 X 0 0 0 0 123421278 154231553 123421278 154231553 187749684 192600451 X -1751214 2756603 28865852 939034 X 0 1 X 1 0 1897021 1897021 7588084 1123913 6464171 7372053 750768 6621285 125000 125000 0 1900292 1539317 360975 15343452 OTHER LIABILITIES 3773000 3773000 0 0 0 LAMONT JACKSON DIRECTOR 0 412500 0 0 0 0 0 0 0 0 0 412500 0 0 CLARK HAMPTON DIRECTOR 0 345816 0 0 0 0 0 0 0 0 0 345816 0 0 MICHAEL SIMONSON DIRECTOR 0 300360 0 0 0 0 0 0 0 0 0 300360 0 0 TINA DOUGLAS DIRECTOR 0 282222 0 0 0 0 0 0 0 0 0 282222 0 0 BETTY ROBLES-LEAL DIRECTOR 0 223449 0 0 0 0 0 0 0 0 0 223449 0 0 FORM 990, PART VI, SECTION A, LINE 3 CALIFORNIA SCHOOL VEBA DELEGATES ADMISTRATIVE MANAGEMENT TO RISK PROGRAM ADMISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF SIX BOARD MEMBERS THAT ARE APPOINTED BY THE MANAGEMENT, WHICH IS ANY SAN DIEGO COUNTY PUBLIC SCHOOL DISTRICT OR COMMUNITY COLLEGE, AND THE SAN DIEGO COUNTY OFFICE OF EDUCATION ENTERING INTO A COLLECTIVE BARGAINING AGREEGEMENT WITH A UNION (MANAGEMENT DIRECTORS). SIX BOARD MEMBERS ARE APPOINTED BY THE PARTICIPATING LABOR UNIONS. THERE ARE TWO ALTERNATE LABOR DIRECTORS AND TWO ALTERNATE MANAGEMENT DIRECTORS. IN ADDITION, THERE ARE TWO MANAGEMENT SELECTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A REVIEW WILL BE CONDUCTED OR WAS CONDUCTED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO AFFIRM THEIR CONTINUED COMPLIANCE WITH THE TRUST'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE VEBA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON THE REQUEST OF THE BOARD OF DIRECTORS AND/OR INDIVIDUAL MEMBER DISTRICTS. FORM 990, PART VII, SECTION A, COLUMN (E) THE TRUST MADE A REASONABLE EFFORT TO OBTAIN THE AMOUNT OF COMPENSATION PAID BY RELATED ORGANIZATIONS TO TRUSTEES BY DISTRIBUTING A QUESTIONNAIRE TO EACH OF ITS TRUSTEES AND FOLLOWING UP WITH NON-RESPONDING TRUSTEES. COMPENSATION INFORMATION RECEIVED BY THE TRUST FROM RESPONDING TRUSTEES IS REPORTED ON FORM 990, PART VII, SECTION A, COLUMN (E). FORM 990, PART XI, LINE 9: ALLOWANCE FOR BILLING AND ELIGIBILITY ADJUSTMENT 939,034. 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