AUTOMOTIVE INDUSTRIES WELFARE FUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AUTOMOTIVE INDUSTRIES WELFARE FUND (EIN 94-6078226)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-06
- IRS object ID
- 202112799349300646
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-06T15:15:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522385296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946078226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTOMOTIVE INDUSTRIES WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUTO | BusinessNameControlTxt |
| Phone | 8006353105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 DUBLIN BOULEVARD NO 400 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945687756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM BENO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8006353105 | PhoneNum |
| Signature | 2021-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | BENO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA R ROSTER | PreparerPersonNm |
| PTIN | P01317380 | PTIN |
| Phone | 9252779100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM BENO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 DUBLIN BOULEVARD NO 400 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945687756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,760,428 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 149 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,494,187 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,482,144 | CYProgramServiceRevenueAmt |
| PY Investment Income | $973,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,415,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $56,467,482 | PYTotalRevenueAmt |
| CY Total Revenue | $55,897,407 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $50,527,774 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $46,323,127 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $140,396 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,499,070 | PYOtherExpensesAmt |
| CY Other Expenses | $2,291,075 | CYOtherExpensesAmt |
| PY Total Expenses | $53,026,844 | PYTotalExpensesAmt |
| CY Total Expenses | $48,754,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,440,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,142,809 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,178,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,462,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,668,206 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,717,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,510,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,744,313 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 149 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH SERVICES & BENEFITS ADMINISTRATORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006353105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 DUBLIN BOULEVARD 400 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945687756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|
| DON CROSATTO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN MACK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DIBERNARDO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICH MORALES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM BENO | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DILLON | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN THIBODEAU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM SCHWANTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES BESOCKE | ||||||
| FUND MANAGER | 40.00 | $177,246 | $0 | $43,820 | Yes (X) | |
| SEE SCHEDULE O FOR COMPENSATION | ||||||
| PAID BY RELATED ORGANIZATIONS | 0.00 | Yes (X) | $0 | $1 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,246 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH SERVICES & BENEFIT ADMINISTRATORS | |||||
| 4160 DUBLIN BLVD SUITE 400 | DUBLIN | CA | 94568 | ADMINISTRATION | $1,071,677 |
| LINDQUIST LLP | |||||
| 5000 EXECUTIVE PKWY SUITE 400 | SAN RAMON | CA | 94583 | AUDIT | $233,377 |
| ANTHEM BLUE CROSS | |||||
| 11050 OLSON DR SUITE 110 | RANCHO CORDOVA | CA | 95670 | CLAIMS PROCESSING | $229,212 |
| THE SEGAL COMPANY | |||||
| 120 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | CONSULTING | $162,761 |
| DELTA DENTAL OF CALIFORNIA | |||||
| 100 FIRST STREET | SAN FRANCISCO | CA | 94105 | CLAIMS PROCESSING | $137,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $53,500,854 | $53,500,854 |
| STOP LOSS REIMBURSMENT | 900099 | $413,400 | $413,400 |
| PRESCRIPTION REBATES | 900099 | $290,933 | $290,933 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $244,028 | $244,028 |
| LIQUIDATED DAMAGES | 900099 | $32,929 | $32,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,482,144 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $647,406 | TotalRevenueColumnAmt |
| Exclusion | $647,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,630,878 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,863,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $767,857 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767,857 | TotalRevenueColumnAmt |
| Exclusion | $767,857 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,897,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,482,144 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,415,263 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,323,127 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,862 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,292 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,242 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,747 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,553 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,376 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,877 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,567 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,234 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,092 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,754,598 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,848,298 | BOYAmt |
| EOY | $17,132,153 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,644 | BOYAmt |
| EOY | $60,529 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,023 | BOYAmt |
| EOY | $32,639 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,930,932 | BOYAmt |
| EOY | $32,236,766 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,178,897 | BOYAmt |
| EOY | $49,462,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,128 | BOYAmt |
| EOY | $590,045 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,863,078 | BOYAmt |
| EOY | $2,127,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,206 | BOYAmt |
| EOY | $2,717,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,510,691 | BOYAmt |
| EOY | $46,744,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,510,691 | BOYAmt |
| EOY | $46,744,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,178,897 | BOYAmt |
| EOY | $49,462,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,142,809 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,090,813 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $200,000 |
| BENEFIT CLAIMS PAYABLE AND IBNR | $1,927,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,127,729 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $57,925,343 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,090,813 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,090,813 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,834,530 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,877 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $62,877 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,897,407 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,447,885 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,447,885 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,877 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$756,164 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$693,287 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,754,598 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2020, 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. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES BESOCKE | PersonNm |
| Title | FUND MANAGER | TitleTxt |
| Base Compensation Filing Org | $177,246 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $20,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,820 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $221,066 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUST HAS CONTRACTED WITH HEALTH SERVICES AND BENEFIT ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY WHO REVIEW THE RETURN PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST. |
| PART VII, SECTION A, LINE 1A: | TRUSTEES ARE NOT COMPENSATED BY THE TRUST. 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, HEALTH SERVICES & BENEFIT ADMINISTRATORS. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 7: | THE REPORTABLE COMPENSATION REPORTED ON PART VII FOR CHARLES BESOCKE INCLUDES TOTAL COMPENSATION OF $177,246 FOR SERVICES PROVIDED TO VARIOUS AUTOMOTIVE INDUSTRIES TRUST FUNDS, INCLUDING AUTOMOTIVE INDUSTRIES WELFARE FUND. THE COMPENSATION ALLOCATED TO THE AUTOMOTIVE INDUSTRIES WELFARE FUND OF $106,862 IS REPORTED ON PART XI STATEMENT OF FUNCTIONAL EXPENSES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AUTOMOTIVE INDUSTRIES PENSION PLAN | ||||||||||
| 4160 DUBLIN BOULEVARD NO 400 | DUBLIN | CA | 945687756 | 941133245 | TO PROVIDE PENSION BENEFITS | CA | 501(A) | N/A | N/A | 0 |
| CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST | ||||||||||
| 4160 DUBLIN BOULEVARD NO 400 | DUBLIN | CA | 945687756 | 946130509 | TO PROVIDE HEALTH BENEFITS | CA | 501(C)(9) | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2020, THERE ARE APPROXIMATELY 166 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS, 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B DIE CASTING A & H TRUCK REPAIR A TEICHERT & SON INC AB & I FOUNDRY AB CAR RENTAL SERVICES, INC. ACE TRUCK REPAIR AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LL ALAMEDA COUNTY INDUSTRIES ALBANY FORD SUBARU ALLISON BMW ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, I ASHLOCK CO ATLAS PACIFIC ENGINEERING CO AUDI OF STEVENS CREEK AUTO METAL SERVICE AUTOMOTIVE APPRENTICE TRUST BABBITT BEARING COMPANY BAY LINE CONCRETE CUTTING & CORING BENNER AUTO REPAIR, INC. BERKELEY FARMS BILL BRANDT FORD - DISABILITY PLAN BOB MOTTERS BODY SHOP, INC. C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CALIFORNIA CONFERENCE OF MACHINISTS CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CARGILL SALT CEMEX CENTRAL CONCRETE SUPPLY CO, INC CENTRAL CONTRA COSTA TRANSIT CHUCK'S BRAKE AND WHEEL CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUIP COCA COLA BOTTLING CO COLE EUROPEAN (ALL OTHER HIRE>7/1/98) COMMERCIAL SPEEDOMETER SERVICE COMMERCIAL TRUCK CO CON GLOBAL INDUSTRIES (CGI) CORNELY CO CUMMINS PACIFIC, LLC CUSTOM ALIGNMENT D W NICHOLSON CORP DARLING INTERNATIONAL, INC. DIAMOND MFG CORP DIEGO TRUCK REPAIR, INC. DONAL MACHINE INC DRILL TECH DRILLING & SHORING, INC EARTHGRAINS EAST BAY CLARKLIFT - ALL JOURNEYMAN EURO-AM AUTO SERVICE FIRST STUDENT INC FRED'S BODY SHOP, INC. FRESNO TRUCK CENTER FRITZ & PETERS G & H DIESEL SERVICE, INC. G & M AUTOBODY, INC. GEIGER MFG, INC GENUINE MOTORS LLC GEORGE MC GILLS BODY SHOP-NONCONTRACT GLENCORE RECYCLING INC GOLDEN GATE TRANSIT GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES-HOUSTON, TX H W MC KEVITT CO INC HALLOWELL CHEVROLET HAYWARD FORD,INC-INSTRLS,STCKRM,ETC HECO-PACIFIC MFG INC HEDRICK'S COLLISION CENTER HONDA OF EL CERRITO HONDA OF OAKLAND HUBBARD MACHINE SHOP I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 1584 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 2182 I A OF M LODGE 725 IAM & AW LOCAL LODGE 93 INDUSTRIAL MACHINE SHOP JACOBS TECHNOLOGY INC KOEHLER AUTO BODY WORKS L P MCNEAR BRICK CO LEE'S FORKLIFT SERVICE LEHIGH SOUTHWEST CEMENT CO LEHMER'S LESTER G LAWRENCE & SON VOLVO LIBERTY FLEET CARE LIVERMORE SANITATION, INC. MAGNUSSEN TOYOTA OF PALO ALTO MARTINEZ AUTO BODY SHOP MERITOR INC MILL VALLEY REFUSE SERVICE, INC MV TRANSPORTATION INC NATIONAL AEROSPACE SOLUTIONS NELSON BODY SHOP - JOURNEYMAN NOEL MILLER INC - NON CONTRACT NOVATO AUTO CENTER OAKLAND MACHINE WORKS PACIFIC AUTO REPAIR INC PACIFIC POWER GROUP PALM AVENUE MOTORS PAR 3 MOTORS INC PARKER ROBB CHEVROLET PBA MAINTENANCE PENINSULA AUTO MACHINISTS #1414 PENINSULA FORD OF SUNNYVALE PENSKE TRUCK LEASING PETALUMA ACQUISITIONS, LLC PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMENT REPAIR PRECISION STRIPPING & COATING PROFESSIONAL AUTO CARE PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RECTOR MOTOR CAR REPUBLIC SERVICES RODNEY DUTRA SERVICE RUAN TRANSPORT CORP RYDER TRUCK RENTAL INC SAFEWAY STORES INC. SAN FRANCISCO HONDA SAN JOSE DIE CASTING & MACHINING SAN LEANDRO AUTO SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT TRUST SARDEE INDUSTRIES INC SERRAMONTE FORD INC SFO SHUTTLE BUS CO SHAMROCK MATERIALS INC SIERRA LOBO CORP SILGAN CONTAINER CORP-MODESTO SIMS RECYCLING SOLUTIONS SOUTH BAY AFL-CIO LABOR COUNCIL SPECIALTY DISTRIBUTORS SSA TERMINALS-OAKLAND ONLY ST FRANCIS ELECTRIC STEVENS CREEK BMW STEWART CHEVROLET SYAR INDUSTRIES INC. THERMA SERVICES LLC TOYOTA MATERIAL HANDLING TOYOTA OF VALLEJO TRI CITY BODY & PAINT UNITED PARCEL SERVIC- LOCAL 0801 VALLEY RESTORATION VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT CO VINCENT WHITNEY WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA COUNTY WESTERN GRINDING SERVICE INC WINTER CHEVROLET WORKING PARTNERSHIP USA YANG ENTERPRISES, INC. | ExplanationTxt |