2023-05-12T10:12:27-05:00 2022-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2021-07-01 946068578 ILWU-PMA WELFARE TRUST % ILWU-PMA BENEFIT PLANS OFFIC ILWU 4156738500 1188 FRANKLIN STREET Suite 300 SAN FRANCISCO CA 94109 JOHN W BARTON EXECUTIVE DIRECTOR 4156738500 2023-05-09 true JOHN W BARTON 999009999 ALBERT N ANTONELLI P01496650 2673303000 2 2021 2023-04-26 12:10:37Z JOHN W BARTON 1188 FRANKLIN ST STE 300 SAN FRANCISCO CA 94109 846953664 false X N/A X 1950 CA PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS. 6 6 63 6 0 0 0 0 811120731 846929064 18094 24600 0 0 811138825 846953664 0 0 747128172 771370225 6702108 7058164 0 0 0 56319985 48956390 810150265 827384779 988560 19568885 214629772 234720689 91210498 99255374 123419274 135465315 PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS. false false 0 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS. 0 false false false false false false false false false false false false true false true true 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 120 0 true 63 true false false false false false false false false X 6 6 false false false false false false false true true false false false true true true false true false false false CA X ILWU-PMA BENEFIT PLANS OFFIC 4156738500 1188 FRANKLIN STREET STE 101 SAN FRANCISCO CA 94109 X JOHN W BARTON EXECUTIVE DIRECTOR 35.0 0.0 X 225358 0 96890 TAMIKO LOVE REPRESENTATIVE 35.0 0.0 X 207898 0 92115 ANDREA C STEVENSON AREA WELFARE DIRECTOR 35.0 0.0 X 206798 0 91862 Samuel Alvarado AREA WELFARE DIRECTOR 35.0 0.0 X 205673 0 91604 Donald Schwendeman AREA WELFARE DIRECTOR 35.0 0.0 X 203678 0 91145 MARTHA A HENDRICKS AREA WELFARE DIRECTOR 35.0 0.0 X 203672 0 91144 WILLIAM H HIRAI EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 ROBERT OLVERA JR UNION TRUSTEE 5.0 0.0 X 0 0 0 BETTYE PAGE-WILSON EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 FRANCISCO PONCE DE LEON III UNION TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL H WECHSLER EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 CAMERON WILLIAMS UNION TRUSTEE 5.0 0.0 X 0 0 0 1253077 0 554760 22 false true false ZENITH AMERICAN SOLUTIONS 302 KNIGHTS RUN AVE STE 1100 TAMPA FL 33602 ADMINISTRATIVE FEES 21999733 INNOVATIVE CARE MANAGEMENT 6400 SE Lake Road Suite 410 PORTLAND OR 97222 CNSLTG SRVS/MED REV 4937628 KNOX RICKSEN 2033 N MAIN STREET SUITE 340 WALNUT CREEK CA 94596 LEGAL SERVICES 2614547 LEONARD CARDER LLP 1188 FRANKLIN STREET STE 201 SAN FRANCISCO CA 94109 LEGAL SERVICES 2321108 BLUE SHIELD OF CALIFORNIA PO BOX 749415 LOS ANGELES CA 900749415 healthcare services 2084012 20 0 CONTRIBUTIONS - EMPLOYERS 525920 824163129 824163129 CONTRIBUTIONS - EMPLOYEES 525920 12779040 12779040 MEDICARE PART D SUBSIDY 525920 9852230 9852230 CONTRIBUTIONS - SELF PAY 525920 134665 134665 846929064 24600 24600 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 846953664 846929064 24600 0 0 0 771370225 325381 0 3670103 921919 1844419 296342 0 7959858 391278 0 0 0 2862563 0 527323 0 0 486911 31274 0 0 0 0 0 629977 BENEFIT ADMIN EXPENSE 34104470 ALCOHOL & DRUG RECOVERY PRGM 1392686 EQUIPMENT & MAINTENANCE 396970 AFFORDABLE CARE ACT FEES 85178 87902 827384779 0 0 5228945 3223473 0 0 180057119 199326970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29343708 32170246 214629772 234720689 91210498 99255374 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 91210498 99255374 X 0 0 0 0 123419274 135465315 123419274 135465315 214629772 234720689 X 19568885 -7522844 X false true X true false MED PART D SUB REC/OTHER ASSET 32170246 32170246 0 0 X 846953664 846953664 846953664 827384779 827384779 827384779 PART X, LINE 2: FIN 48 FOOTNOTE FROM FINANCIAL STATEMENTS: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON OCTOBER 24, 1951, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, PLAN MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLAN. PLAN MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS OF THE PLAN OR THAT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. AS OF JUNE 30, 2022, PLAN MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2018. X false false false JOHN W BARTON EXECUTIVE DIRECTOR 221060 0 0 0 4298 0 58593 0 38297 0 322248 0 0 0 ANDREA C STEVENSON AREA WELFARE DIRECTOR 196197 0 0 0 10601 0 53565 0 38297 0 298660 0 0 0 TAMIKO LOVE REPRESENTATIVE 196197 0 0 0 11701 0 53818 0 38297 0 300013 0 0 0 MARTHA A HENDRICKS AREA WELFARE DIRECTOR 196197 0 0 0 7475 0 52847 0 38297 0 294816 0 0 0 Samuel Alvarado AREA WELFARE DIRECTOR 196197 0 0 0 9476 0 53307 0 38297 0 297277 0 0 0 Donald Schwendeman AREA WELFARE DIRECTOR 196197 0 0 0 7481 0 52848 0 38297 0 294823 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B: THE TRUSTEES OF THE ILWU-PMA WELFARE TRUST (THE "TRUSTEES") ENGAGED AN ACCOUNTING FIRM TO ASSIST WITH THE PREPARATION OF THE 2021 FORM 990 FOR THE ILWU-PMA WELFARE PLAN. THE BENEFITS PLAN OFFICE INTERNALLY REVIEWED THE DRAFT 990 AND FILED THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12: OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY ARRANGEMENT OR TRANSACTION ENTERED INTO THAT COULD GIVE RISE TO A CONFLICT NEEDS TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF AFTER THE TRANSACTION OR ARRANGEMENT IS ENTERED INTO, IT IS LATER DISCOVERED THAT IT MAY BE A CONFLICT, ALL RELEVANT FACTS NEED TO BE DISCLOSED AS SOON AS POSSIBLE. IF THE BOARD LEARNS THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MAY EXIST WITH RESPECT TO A PROPOSED OR CONSUMMATED TRANSACTION, IT SHALL TAKE SUCH ACTIONS AS IT DEEMS APPROPRIATE TO EVALUATE THE NATURE AND EXTENT OF THE CONFLICT AND TAKE SUCH CORRECTIVE ACTIONS TO ADDRESS THE CONFLICT AS IT DEEMS APPROPRIATE UNDER THE CIRCUMSTANCE. FORM 990, PART VI, SECTION B, LINE 15A: IN MAY 2013 THE BOARD VERIFIED THROUGH AN INDEPENDENT THIRD PARTY THAT THE SALARY OF THE EXECUTIVE DIRECTOR WAS REASONABLE AND COMPETITIVE IN THE CONTEXT OF MARKET DATA. SINCE THAT TIME THE EXECUTIVE DIRECTOR HAS RECEIVED ONE SALARY INCREASE CONSISTENT WITH LOCAL COST OF LIVING INCREASE DATA. FORM 990, PART VI, SECTION C, LINE 19: THE ILWU-PMA WELFARE AGREEMENT IS ON FILE AT THE WELFARE PLAN OFFICE. IT IS FURNISHED TO THE ILWU LOCALS, AND IS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC, UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS UPON REQUEST. FORM 990, PART VII: COMPENSATION AMOUNTS PAID TO TRUSTEES EMPLOYED BY CONTRIBUTING EMPLOYER AND EMPLOYEE ORGANIZATIONS ARE PROPERLY DISCLOSED IN THE APPLICABLE ORGANIZATION'S LM-2, FILED WITH THE DEPARTMENT OF LABOR, OR FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE BENEFIT PLAN OFFICE. FORM 990, PART XI, LINE 9: INCREASE IN ACCOUNTS CURRENTLY PAYABLE -$7,522,844 PACIFIC MARITIME ASSOCIATION 555 MARKET STREET SAN FRANCISCO CA 94105 942914940 LABOR AGRMTS CA 501(C)(6) N/A NA false INT'L LONGSHORE AND WAREHOUSE UNION 1188 FRANKLIN STREET 4TH FLOOR SAN FRANCISCO CA 94109 940577594 LABOR UNION CA 501(C)(5) N/A NA false PACIFIC LONGSHOREMEN'S MEMORIAL ASSOC 1188 FRANKLIN STREET 4TH FLOOR SAN FRANCISCO CA 94109 941433639 TITLE HOLDING CA 501(C)(2) N/A NA false false false false false false false false false false false true true true false false false false false false