2025-07-11T14:56:12-05:00 2024-08-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-09-01 946667029 CALIFORNIA TEACHERS ASSOC EMPLOYEES' HEALTH AND WELFARE BENEFITS TRUST % ZENITH AMERICAN SOLUTIONS CALI 4155467800 1141 HARBOR BAY PARKWAY Suite 100 ALAMEDA CA 94502 LESLIE LITTMAN CHAIR 5032825581 2025-01-15 true true JAMES N BROWNING P01451906 9252779100 2023 2025-03-06 01:10:19Z LESLIE LITTMAN 1141 HARBOR BAY PARKWAY STE 100 ALAMEDA CA 94502 36224893 false X n/a X 1993 CA PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 8 0 0 0 0 0 0 0 24504205 24353597 690114 925365 0 0 25194319 25278962 0 0 25383869 29448743 0 0 0 0 0 2045145 1795152 27429014 31243895 -2234695 -5964933 20419089 17848862 2495362 5035408 17923727 12813454 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false 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 0 0 true 0 false false false false false false false false X 8 0 false true false false false false false true true false false true true true true true true false false false CA X ZENITH AMERICAN SOLUTIONS 4155467800 1141 HARBOR BAY PARKWAY 100 ALAMEDA CA 94502 X David Goldberg TRUSTEE 2.0 0.0 X 0 0 0 Jake Anderson Co-Chairman 3.0 0.0 X X 0 0 0 Halimah Mekki Trustee 2.0 0.0 X 0 0 0 LESLIE LITTMAN CHAIR 3.0 0.0 X X 0 0 0 WEI PAN TRUSTEE 2.0 0.0 X 0 0 0 SARA VEGA-JUNGE TRUSTEE 2.0 0.0 X 0 0 0 Adrian Alvarado TRUSTEE EFF. 08/2024 2.0 0.0 X 0 0 0 Tina McKenzie TRUSTEE EFF. 08/2024 2.0 0.0 X 0 0 0 Michael Shon Baxter TRUSTEE END 08/2024 2.0 0.0 X 0 0 0 SEE SCHED O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false anthem blue cross of california 801 S FIGUEROA STREET 5TH FLOOR LOS ANGELES CA 90017 claims 664095 HANSON BRIDGETT LLP 425 MARKET ST STE 24 SAN FRANCISCO CA 94105 LEGAL 297012 THE WILLIAM C EARHART COMPANY PO BOX 4148 PORTLAND OR 97208 CONTRACT ADMIN 210381 EXPRESS SCRIPTS 1 EXPRESS SCRIPTS WAY ST LOUIS MO 63121 CLAIMS 197828 MILLIMAN INC 1301 FIFTH AVENUE SUITE 3800 SEATTLE WA 98101 CONSULTING 188928 12 0 EMPLOYER CONTRIBUTIONS 525100 23375032 23375032 PARTICIPANT CONTRIBUTIONS 525100 71171 71171 MEDICARE PART D AND EGWP SUBS 525100 623009 623009 WITHDRAWAL LIABILITY INCOME 525100 284385 284385 24353597 593287 593287 0 0 0 0 0 11278009 10945931 332078 332078 332078 0 0 0 0 0 0 0 0 0 0 25278962 24353597 0 925365 0 0 0 29448743 0 0 0 0 0 0 267298 345244 132644 0 0 23750 884426 0 64174 0 0 0 3197 0 20517 0 0 0 51717 OTHER EXPENSES 2185 31243895 1975619 3424520 11085 25792 0 0 3039213 1236307 0 0 0 0 0 0 0 0 0 3752 0 0 15393172 13158491 0 0 0 0 0 0 0 0 20419089 17848862 307262 2994008 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2188100 2041400 2495362 5035408 X 0 0 0 0 17923727 12813454 17923727 12813454 20419089 17848862 -5964933 854660 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 2041400 2041400 X 26109872 854660 854660 25255212 23750 23750 25278962 31073445 31073445 23750 146700 170450 31243895 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF AUGUST 31, 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 - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS $146,700 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS TO PROVIDE ADMINISTRATIVE AND CLAIMS PROCESSING SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. THE BOARD REVIEWED THE FORM 990 WITH THE ADMINISTRATIVE MANAGER. FORM 990, PART VI, SECTION B, LINE 12C: IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE CONFLICT-OF-INTEREST OFFICER (ORGANIZATION'S LEGAL COUNSEL) WILL EVALUATE IF THE MATTER WOULD LIKELY PREVENT AN UNBIASED OR OBJECTIVE DECISION BY A TRUSTEE AND, AS APPROPRIATE, DISCLIPINARY OR CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS 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, ZENITH AMERICAN SOLUTIONS. FORM 990, PART XII, LINE 2B: THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS IS IN PROGRESS AND NOT YET FINALIZED. AT THE TIME OF THIS FILING, THE AUDIT WAS INCOMPLETE AND HAD NOT BEEN ISSUED. THUS, THIS RETURN RELIES ON UNAUDITED NUMBERS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. California Teachers Association 1705 Murchison Drive Burlingame CA 94010 940362310 LABOR ORG CA 501(c)(5) N/A NA false California Associate Staff 11745 E TELEGRAPH RD SANTA FE SPRINGS CA 90670 510181184 Labor ORG CA 501(c)(5) N/A NA false California Staff Organization Inc 10775 FRANK DANIELS WAY SAN DIEGO CA 92131 954497350 LABOR ORG CA 501(c)(5) N/A NA false false false false false false false false false false false false false false false false false false false false FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF AUGUST 31, 2024, THERE ARE APPROXIMATELY 32 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAME OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 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