2021-01-11T09:04:16-06:00 2020-03-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2019-04-01 943217575 LABOR ALLIANCE MANAGED TRUST FUND LABO 9254263553 1181 QUARRY LANE NO 400 PLEASANTON CA 945660075 LARRY VALENTI TRUSTEE 9254263553 2021-01-11 1 JESSICA R ROSTER P01317380 9252779100 2019 2022-09-23 18:48:47Z LARRY VALENTI 1181 QUARRY LANE NO 400 PLEASANTON CA 945660075 170058721 0 X N/A X 1995 CA TO PROVIDE HOSPITAL AND MEDICAL BENEFITS TO PARTICIPANTS 5 0 0 0 0 0 0 0 166612395 167639134 514534 232520 0 0 167126929 167871654 0 0 159632892 159572068 0 0 0 0 0 3500594 3485290 163133486 163057358 3993443 4814296 36302010 40129128 13257000 12676000 23045010 27453128 TO PROVIDE HOSPITAL AND HEALTH BENEFITS TO PARTICIPANTS. 0 0 PROVIDED MEDICAL, RX, DENTAL, LIFE BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT, CHIROPRACTIC AND VISION CARE TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 4 0 1 0 0 0 0 0 0 0 0 0 X 5 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X DMC INSURANCE ADMIN INC 9254263553 1181 QUARRY LANE 400 PLEASANTON CA 94566 X CARLOS BARNETT TRUSTEE 1.50 X 0 0 0 LARRY VALENTI TRUSTEE 1.50 X 0 0 0 CHUCK MARTIN TRUSTEE 1.50 X 0 0 0 KEN GERMAIN TRUSTEE (PAST) 1.50 X 0 0 0 GRAHAM FEE TRUSTEE (PAST) 1.50 X 0 0 0 LOU VILLALVAZO TRUSTEE 1.50 X 0 0 0 FRANK SEVILLA TRUSTEE 1.50 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 1 0 0 1 0 0 0 0 0 DMC INSURANCE ADMINISTRATORS INC 1181 QUARRY LANE PLEASANTON CA 94566 THIRD-PARTY ADMINISTRATION 2687608 PHYSMETRICS LLC PO BOX 25220 FRESNO CA 93729 ADMINISTRATION FEES 265898 LINDQUIST LLP 5000 EXECUTIVE PKWY 400 SAN RAMON CA 94583 ACCOUNTING FEES 142341 3 EMPLOYER CONTRIBUTIONS 900099 164927119 164927119 PARTICIPANT CONTRIBUTIONS 900099 2059071 2059071 LIQUIDATED DAMAGES 900099 652944 652944 167639134 674029 674029 1745558 2187067 -441509 -441509 -441509 167871654 167639134 0 232520 159572068 2665528 59533 133943 65410 361704 93544 85508 20120 163057358 2111881 1927686 4420060 5878708 14107762 13379105 15662307 18943629 36302010 40129128 395000 42000 12862000 12634000 13257000 12676000 X 0 0 0 0 23045010 27453128 23045010 27453128 36302010 40129128 4814296 -406178 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 12634000 12634000 X 167400066 -406178 -406178 167806244 65410 65410 167871654 163572948 0 163572948 65410 -581000 -515590 163057358 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MARCH 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 OBLIGATION FORM 990, PART VI, SECTION A, LINE 3 THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES IS SUBJECT TO THE FIDUCIARY RESPONSIBILITY PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED, INCLUDING THE CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANNUALLY, AT THE BOARD OF TRUSTEES MEETING, THE TRUSTEES ARE REQUIRED TO DISCLOSE IF THERE ARE ANY CONFLICTS OF INTEREST. 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 STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, 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, DMC INSURANCE ADMINISTRATORS, INC. 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. LABOR ALLIANCE SAVINGS TRUST FUND 1181 QUARRY LANE SUITE 400 PLEASANTON CA 94566 943217574 TO PROVIDE PENSION BENEFITS CA 501A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 MARCH 31, 2020, THERE ARE APPROXIMATELY 97 EMPLOYERS THAT CONTRIBUTE TO THE TRUST AND NUMEROUS SPONSPORING ORGANIZATIONS. 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 NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A.I. SOLUTIONS - VAFB AAA RUBBISH, INC. ALPERT & ALPERT IRON & METAL, INC. ALPHA RECYCLING COMPANY ALSCO, INC. ALTA DENA CERTIFIED DAIRY, LLC AMERICAN BOTTLING CO - LA AMERIT FLEET SOLUTIONS ANGELICA ANGELUS WESTERN PAPER ANHEUSER BUSCH ARAMARK REFRESHMENT SERVICES ARAMARK UNIFORM SERVICES - LOMPOC BAKER COMMODITIES BARKSDALE CONTROL PRODUCTS BARTON BRANDS BORDER TIRE BRASS CRAFT BRAUN LINEN SERVICE BROOKS BROTHERS, INC. BUDGET RENT A CAR - LAX CEMEX CERTIS USA LLC CHEMOIL TERMINALS LLC CINELEASE CLEARBROOK FARMS CMC REBAR CONTRACTORS CARGO CVS CYTEC ENGINEERED MATERIALS DANONE NORTH AMERICA PBC DARLING INTERNATIONAL DATA MONITOR SYSTEMS, INC. DIMETRI GARDIKAS PRODUCE CO., INC. DIVERSE FACILITY SOLUTIONS DMC INSURANCE ADMINISTRATORS, INC. DOLORES CANNING COMPANY DRIFTWOOD DAIRY FABRI-COTE FARMER BROS. COMPANY FOSTER FARMS FXI GALLO WINE COMPANY GKN AEROSPACE GOLDEN STATE FOODS - CIM GREIF, INC. HERTZ CORP IRON MOUNTAIN LA COLD STORAGE MAGNESIUM ALLOY PRODUCTS CO. MANUFACTURED PACKAGING PRODUCTS MARTIN BROWER - CID MCCAIN-DOOLEY DISTRIBUTORS MISSION LINEN NATIONAL READY MIXED SERVICES OCTA-MAINTENANCE DIVISION OLD RANCH COUNTRY CLUB PARK DISPOSAL PASHA AUTOMOTIVE SERVICES PEPSI BEVERAGES COMPANY PISMO OCEANO VEGETABLE EXCHANGE PRAXAIR, INC. PRUDENTIAL OVERALL SUPPLY RBR MEAT COMPANY RECOLOGY, INC. REPUBLIC SERVICES REYES COCA COLA RGNEXT RITE AID RITE WAY MEAT PACKERS ROCKVIEW FARMS ROCKY'S FOOD DISTRIBUTORS, INC. ROSE SHORE MEAT COMPANY RUAN FROZEN DELIVERY SAN PEDRO FORKLIFT SANTA BARBARA MTD SCHREIBER FOODS, INC. SOUTHLAND BOX COMPANY SPICERS PAPER, INC. STEELSCAPE, INC. STRAUB DISTRIBUTING CO., INC. STREMICKS HERITAGE FOODS TEAMSTERS JOINT COUNCIL 42 TEAMSTERS LOCAL 63 TEAMSTERS LOCAL 683 TEAMSTERS LOCAL 952 TROPICAL PRESERVING COMPANY VALENCIA TRUCKING VALUE PLUS SERVICE VARNER & SON, INC. VENTURA COASTAL, LLC. VENTURA FOODS VISTA METALS CORP. WASTE MANAGEMENT WESTERN STATES REGIONAL WESTSIDE BUILDING MATERIAL WEYERHAEUSER