2025-06-23T14:13:52-05:00 2024-10-31 542189926 Henningfield & Associates Inc 28296 Constellation Road Valencia CA 91355 990 2023-11-01 946330971 NORTHERN CALIFORNIA SOFT DRINK INDUSTRY & TEAMSTERS HEALTH AND WELFARE TRUST FND NORT 9258334353 4160 DUBLIN BLVD 100 DUBLIN CA 94568 JESSE CASQUEIRO TRUSTEE 9258334353 2025-06-23 1 0 RANDY D HENNINGFIELD P01364367 6612953363 2023 2025-03-06 01:10:19Z JESSE CASQUEIRO 7750 PARDEE LANE OAKLAND CA 94621 17761808 0 X N/A X 1972 CA PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 0 0 0 0 0 0 12286342 14910987 243335 527243 900356 904664 13430033 16342894 0 0 14545791 14888123 0 0 0 0 0 905204 904101 15450995 15792224 -2020962 550670 16494740 18422567 53568 57613 16441172 18364954 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS. 0 0 15792224 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS. 15792224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X MR MATT CLIZBE 9258334353 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 X JEFF CARLSEN TRUSTEE 5.00 X 0 0 0 CHRIS LOPEZ TRUSTEE 5.00 X 0 0 0 PENNY SCHUMACHER TRUSTEE 5.00 X 0 0 0 RICH FIERRO TRUSTEE 5.00 X 0 0 0 JESSE CASQUEIRO TRUSTEE 5.00 X 0 0 0 DUSTIN BAUMBACH TRUSTEE 5.00 X 0 0 0 KEELY KHAN TRUSTEE 5.00 X 0 0 0 BRIAN INDELICATO TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HEALTH SERVICES & BENEFIT ADMINISTRATORS 4160 DUBLIN BLVD STE 400 DUBLIN CA 94568 ADMINISTRATOR 274028 ANTHEM BLUE CROSS 11050 OLSON DRIVE STE 110 RANCHO CORDOVA CA 95670 CLAIMS ADMINISTRATOR 161133 2 EMPLOYER CONTRIBUTIONS 900099 14905180 14905180 PARTICIPANT CONTRIBUTIONS 900099 5807 5807 14910987 570190 570190 1375967 1418914 -42947 -42947 -42947 PRESCRIPTION DRUG REBATES 900099 845101 845101 STOP LOSS RECOVERIES 900099 59432 59432 SETTLEMENT INCOME 900099 131 131 904664 16342894 15815651 0 527243 14888123 14888123 274028 274028 89794 89794 24086 24086 60058 60058 35000 35000 2509 2509 3276 3276 38741 38741 ANTHEM BLUE CROSS 152376 152376 BENEFIT CONSULTANTS 104950 104950 CYBERSECURITY CONSULTIN 46384 46384 T.A.P. PROGRAM 23116 23116 49783 49783 15792224 15792224 0 0 1084093 997942 1587951 1726049 1425 34835 13821271 15663741 16494740 18422567 53568 57613 53568 57613 X 0 0 0 0 16441172 18364954 16441172 18364954 16494740 18422567 550670 1373112 0 X 0 1 X 1 0 0 X 17655948 1373112 1373112 16282836 60058 60058 16342894 15732166 0 15732166 60058 60058 15792224 Part X, Line 2: The trust has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Trust's management believes that the trust has not taken certain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examiniation by authorities. Form 990, Part VI, Section A, line 3 The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a contract administrator, Health Services & Benefit Administrators. Form 990, Part VI, Section A, line 8b The organization does not have sub-committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b Trustees are emailed the form and asked to remark if they have changes. Form 990, Part VI, Section B, line 12c Trustees review & re-sign the policy annually. Form 990, Part VI, Section C, line 19 The organication makes its governing document, conflict of interest policy, and financial statements available to the public upon request. Summary Annual Reports are provided to all participants annually. SPD's and audited financial statements are available from the administrator upon request, as well as the DOL website. Form 990, Part VII Contact Addresses for Officers, Directors, Etc JEFF CARLSEN - 6250 N. RIVER ROAD, STE 9000, ROSEMONT, IL 60018. CHRIS LOPEZ - 1300 W. TAFT AVENUE, ORANGE, CA 92865. PENNY SCHUMACHER - 5918 STONERIDGE MALL, PLEASANTON, CA 94588. RICH FIERRO - 400 ROLAND WAY, OAKLAND, CA 94621. JESSE CASQUEIRO - 7750 PARDEE LANE, OAKLAND, CA 94621. DUSTIN BAUMBACH - 445 NEBRASKA STREET, VALLEJO, CA 94590. KEELY KHAN - 6250 N. RIVER ROAD, STE 9000, ROSEMONT, IL 60018. BRIAN INDELICATO - 301 GEORGIA STREET, STE 220, VALLEJO, CA 94590. TEAMSTERS LOCAL 853 7750 PARDEE LANE OAKLAND CA 94621 940963930 LABOR UNION CA 501(C)(5) 0 TEAMSTERS LOCAL 70 400 ROLAND WAY OAKLAND CA 94621 LABOR UNION CA 501(C)(5) 0 TEAMSTERS LOCAL 896 301 GEORGIA STREET STE 220 VALLEJO CA 94590 951498604 LABOR UNION CA 501(C)(5) 0 REYES HOLDINGS LLC 6250 N RIVER ROAD STE 9000 ROSEMONT IL 60018 364121934 BEVERAGE DISTRIBUTION IL C 0 KEURIG DR PEPPER 1300 W TAFT AVENUE ORANGE CA 92865 BEVERAGE DISTRIBUTION CA C 0 SAFEWAY NORTHERN CALIFORNIA DIVISION 5918 STONERIDGE MALL PLEASANTON CA 94588 BEVERAGE DISTRIBUTION CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0