2025-02-17T16:55:11-05:00 2024-04-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2023-05-01 946284253 JOINT BENEFIT TRUST % HEALTH SERVICES & BENEFITS A JOIN 9258837300 4160 DUBLIN BOULEVARD Suite 400 DUBLIN CA 94568 STACEY CUE Co-Chair 9258837300 2025-01-31 true true TROY ATKINSON P00739466 9252779100 2023 2025-03-06 01:10:19Z STACEY CUE 4160 DUBLIN BOULEVARD 400 DUBLIN CA 94568 64842870 false X N/A X 1972 CA PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 0 0 0 0 0 0 0 46534610 45543491 795807 1573284 61176 34736 47391593 47151511 0 0 38877087 46060075 0 0 0 0 0 4938887 4822784 43815974 50882859 3575619 -3731348 58700650 59173548 7467806 10879686 51232844 48293862 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 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 240 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 STE 400 DUBLIN CA 94568 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 - TERM. 4/2024 2.5 0.0 X 0 0 0 VERONICA DIAZ TRUSTEE - EFF. 4/2024 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 3101180 BLUE CROSS OF CALIFORNIA DEPARTMENT 5812 LOS ANGELES CA 90074 PPO NETWORK FEE 412629 HEALTH SERVICES FOUNDATION 4160 DUBLIN BLVD STE 400 DUBLIN CA 94588 BENEFIT ADMIN 185000 RAEL LETSON INC 160 OVET RD SUITE 203 SAN MATEO CA 94402 CONSULTING 135000 WITHUMSMITHBROWN PC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 AUDITING 188406 6 0 EMPLOYER CONTRIBUTIONS 900099 39954414 39954414 STOP-LOSS RECOVERY 900099 3217221 3217221 PRESCRIPTION REBATE INCOME 900099 1975916 1975916 EMPLOYEE CONTRIBUTIONS 900099 395940 395940 45543491 1369308 1369308 0 0 0 0 0 17895335 17691359 203976 203976 203976 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 34736 34736 34736 47151511 45578227 0 1573284 0 0 0 46060075 0 0 0 0 0 0 3012840 138057 160180 0 0 167580 1135348 0 104852 0 0 0 0 0 21994 0 0 0 55995 PCORI TAX 24513 OTHER EXPENSES 1425 50882859 X 1460340 2732068 0 0 0 0 6708860 6995441 0 0 0 0 0 0 0 0 52193 47544 0 0 50479257 49398495 0 0 0 0 0 0 0 0 58700650 59173548 111194 142389 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7356612 10737297 7467806 10879686 X 0 0 0 0 51232844 48293862 51232844 48293862 58700650 59173548 -3731348 792366 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3656297 GROUP INSURANCE PREMIUMS PAYABLE 321000 CLAIMS PAYABLE & IBNR 6760000 10737297 X 47776297 792366 792366 46983931 167580 167580 47151511 47334594 47334594 167580 3380685 3548265 50882859 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, 2024 and 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. 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 ER CONAGRA FOODS CONTRIBUTING ER BEECH-NUT CORP CONTRIBUTING ER BORDEN HOLDINGS CONTRIBUTING ER SENECA FOODS CORP CONTRIBUTING ER DIXON CANNING CORP CONTRIBUTING ER ESCALON PREMIUM BRANDS CONTRIBUTING ER GERBER PRODUCTS COMPANY CONTRIBUTING ER H J HEINZ COMPANY CONTRIBUTING ER C&S WHOLESALE GROCERS CONTRIBUTING ER HORMEL FOODS CORP CONTRIBUTING ER OLAM SPICES AND VEGETABLE CONTRIBUTING ER PACIFIC COAST PRODUCERS CONTRIBUTING ER TOMOPCO INC CONTRIBUTING ER UNILEVER CONTRIBUTING ER STANISLAUS FOOD PRODUCTS CONTRIBUTING ER SUN GARDEN PACKING CO CONTRIBUTING ER TILLIE LEWIS CONTRIBUTING ER CAMPBELL SOUP COMPANY CONTRIBUTING ER UNION LOCAL 856 CONTRIBUTING ER TEAMSTERS CA STATE COUNCIL CONTRIBUTING ER false false false false false false false false false false false false false false false false false false false