2023-10-24T14:40:12-04:00 2022-12-31 872683828 YBARRA & ASSOCIATES 10370 COMMERCE CENTER DR STE 205 RANCHO CUCAMONGA CA 91730 990 2022-01-01 336136808 AFSCME LOCAL 2076 HEALTH & WELFARE TRUST FUND AFSC 7147784417 520 N BROOKHURST ST STE 229 ANAHEIM CA 92801 ARACELI GUILLEN TRUSTEE 7147784417 2023-10-09 LORENA YONAMINE XXX-XX-XXXX false PATRICIA YBARRA CPA P00438049 9099890788 2023-10-24 2022 2023-04-26 12:10:37Z ARACELI GUILLEN 520 N BROOKHURST ST STE 229 ANAHEIM CA 92801 2458431 false X X 1993 CA AFSCME LOCAL 2076 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COUNTY OF ORANGE (EMPLOYER) AND AFSCME LOCAL UNION 2076 (SPONSOR) TO HOLD ASSETS AND CONTRIBUTIONS RECEIVED FROM THE EMPLOYER WHICH ARE DESIGNATED FOR THE SOLE PURPOSE OF PROVIDING FOR EMPLOYEE HEALTHCARE BENEFITS TO EMPLOYEES COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. 3 3 0 0 0 2413832 2455271 6219 3160 0 2420051 2458431 0 2207698 2282440 0 0 0 27442 54089 2235140 2336529 184911 121902 1375071 1504219 16325 1375071 1487894 X AFSCME LOCAL 2076 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COUNTY OF ORANGE (EMPLOYER) AND AFSCME LOCAL UNION 2076 (SPONSOR) TO HOLD ASSETS AND CONTRIBUTIONS RECEIVED FROM THE EMPLOYER WHICH ARE DESIGNATED FOR THE SOLE PURPOSE OF PROVIDING FOR EMPLOYEE HEALTHCARE BENEFITS TO EMPLOYEES COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. false false TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE MEMBERS REPRESENTED, UNDER A COLLECTIVE BARGAINING AGREEMENT, BY AFSCME LOCAL 2076. OVERSEE AND APPROVE OPERATIONS OF THE TRUST WITHIN THE TERMS OF THE TRUST AGREEMENT, BY AUTHORIZING & APPROVING CONTRACT CHANGES AND PROVIDING FISCAL OVERSIGHT AND ENSURING THE TRUST OPERATES WITHIN THE SCOPE OF THE COLLECTIVE BARGAINING AGREEMENT. false false false false false false false false false true false false false false false 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 0 0 true 0 false false false false false false false false X 3 3 false false false false false true false true true false false false false false false false false false X ARACELI GUILLEN 7147784417 520 N BROOKHURST ST STE 229 ANAHEIM CA 92801 X ARACELI GUILLEN TRUSTEE 1.00 X 0 0 0 LORENA YONAMINE TRUSTEE 1.00 X 0 0 0 CLAUDIA BADILLO TRUSTEE 1.00 X 0 0 0 false false false EMPLOYER INSURANCE CONTRIB. 1523003 1523003 EMPLOYEE INSURANCE CONTRIB. 932268 932268 2455271 3160 3160 2458431 2458431 2282440 33825 1940 15518 848 PROMOTIONAL ITEMS 1958 2336529 0 0 0 1207229 1345121 50293 50628 3244 3244 117549 108470 1375071 1504219 16325 0 16325 X 1375071 1487894 1375071 1487894 1375071 1504219 121902 -9079 X X false true X true 3244 3244 2449352 -9079 -9079 2458431 2458431 2336529 2336529 2336529 FORM 990 - ORGANIZATION'S MISSION AFSCME LOCAL 2076 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COUNTY OF ORANGE (EMPLOYER) AND AFSCME LOCAL UNION 2076 (SPONSOR) TO HOLD ASSETS AND CONTRIBUTIONS RECEIVED FROM THE EMPLOYER WHICH ARE DESIGNATED FOR THE SOLE PURPOSE OF PROVIDING FOR EMPLOYEE HEALTHCARE BENEFITS TO EMPLOYEES COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. FORM 990, PAGE 2, PART III, LINE 4D OVERSEE AND APPROVE OPERATIONS OF THE TRUST WITHIN THE TERMS OF THE TRUST AGREEMENT, BY AUTHORIZING & APPROVING CONTRACT CHANGES AND PROVIDING FISCAL OVERSIGHT AND ENSURING THE TRUST OPERATES WITHIN THE SCOPE OF THE COLLECTIVE BARGAINING AGREEMENT. FORM 990, PAGE 6, PART VI, LINE 7A THE TRUST IS GOVERNED BY A BOARD OF TRUSTEES, WHO ARE APPOINTED BY THE EXECUTIVE BOARD OF AFSCME LOCAL 2076. FORM 990, PAGE 6, PART VI, LINE 11B THE COMPLETED FORM IS REVIEWED BY THE SIGNING TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE VIA THE EMPLOYEE PENSION BENEFIT SECURITY ADMINISTRATION'S PUBLIC DISCLOSURE WEBSITE. AFSCME LOCAL 2076 520 N BROOKHURST ST STE 229 ANAHEIM CA 92801 953827935 LABOR ORG. CA 501C 5 N/A false false false false false false false false false false false false false false false false false false false false