2021-08-16T11:37:16-05:00 2020-09-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2019-10-01 956401105 UTU-MTA TRUST FUND % VERONICA JIMENEZ UTU- 6269621762 15999 CYPRESS AVE IRWINDALE CA 91706 JOHN ELLIS Trustee 6269621762 2021-08-13 true Douglas Waite P00350864 8187692010 2019 2022-09-23 18:48:47Z VERONICA JIMENEZ 15999 CYPRESS AVE IRWINDALE CA 91706 291436568 false X N/A X 1972 CA TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). 9 1 8 0 0 0 0 0 89649451 95821123 1503525 1715311 207072 131400 91360048 97667834 0 0 76546380 76416501 751841 760022 0 0 0 1536772 1215504 78834993 78392027 12525055 19275807 63288833 83324821 1667493 1589890 61621340 81734931 TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). false false TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). false false false false false false false false true 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 35 0 true 8 true false false false false false false false false false false false false X 9 1 false false false false false false false true false false false true false false false true false false X VERONICA JIMENEZ 6269621762 15999 CYPRESS AVE IRWINDALE CA 91706 X ROBERTO TRUJILLO ADMINISTRATOR 3.0 0.0 X 209038 0 21124 Edgar Menendez TRUSTEE 3.0 0.0 X 1400 0 0 JOHN ELLIS TRUSTEE 3.0 0.0 X 1400 0 0 Jaime Delgadillo FORMER Trustee 3.0 0.0 X 1400 0 0 QUINTIN WORMLEY TRUSTEE 3.0 0.0 X 1400 0 0 JOHN CABANAS TRUSTEE 3.0 0.0 X 1400 0 0 ANDY CARTER TRUSTEE 3.0 0.0 X 1400 0 0 Octavio Borja FORMER TRUSTEE 3.0 0.0 X 1400 0 0 Julio Mejia TRUSTEE 3.0 0.0 X 0 0 0 ROBERT GONZALEZ TRUSTEE 3.0 0.0 X 0 0 0 Jonaura Wisdom TRUSTEE 3.0 0.0 X 0 0 0 Jim Gallagher TRUSTEE 3.0 0.0 X 0 0 0 MELISSA WANG TRUSTEE 3.0 0.0 X 0 0 0 JESSE SOTO TRUSTEE 3.0 0.0 X 0 0 0 MARVIN KROPKE TRUSTEE 3.0 0.0 X 0 0 0 218838 0 21124 1 false true false miller kaplan arase llp 4123 lankershim blvd NORTH HOLLYWOOD CA 91602 audit & accounting 115089 Teknica ITG 8659 Haven Ave Ste 200 RANCHO CUCAMONGA CA 91730 Computer Consulting 170883 Rocket 8580 Utica Ave Ste 100 RANCHO CUCAMONGA CA 91730 CLAIMS PROCESSING 269449 3 0 EMPLOYER CONTRIBUTIONS 900099 90178604 EMPLOYEE CONTRIBUTIONS 900099 5642519 95821123 1354254 1354254 0 0 131400 131400 0 131400 131400 194129791 193768734 361057 361057 361057 0 0 0 0 0 0 0 0 0 0 97667834 1846711 0 0 0 76416501 242162 0 429602 42779 0 45479 0 111179 115089 0 0 142916 341839 0 93509 170883 0 58959 12728 0 24668 0 0 40971 24926 MAINTENANCE AND REPAIRS 54253 OTHER EXPENSES 22714 WELLNESS PROGRAM EXPENSES 870 78392027 93523 88705 27754825 21300040 0 0 152963 215326 0 0 0 0 0 0 0 0 73932 0 2608545 1666417 966721 942128 34246869 60778622 0 0 0 0 0 0 0 0 63288833 83324821 1310833 1200027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 356660 389863 1667493 1589890 X 0 0 0 0 61621340 81734931 61621340 81734931 63288833 83324821 19275807 837784 X false true X false 850000 850000 1045649 970727 74922 712896 695690 17206 942128 0 NOT PAID 389863 389863 X 98505618 837784 837784 97667834 97667834 78442563 945482 945482 77497081 894946 894946 78392027 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 2D: BENEFIT OBLIGATIONS AT 9/30/19 = $945,482 PART XII, LINE 4B: BENEFIT OBLIGATIONS AT 9/30/20 = $894,946 PART VI, LINE 11b: FORM 990 IS AVAILABLE TO ALL TRUSTEES PRIOR TO FILING. PART VI, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF ALL TOP MANAGEMENT OFFICIALS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE TRUST'S PLACE OF BUSINESS. PART VII, SECTION A, COLUMN (F) - TRUSTEES OR DIRECTORS COMPENSATION FROM RELATED ORGANIZATIONS: ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATION'S FORMS 990. UNITED TRANSPORTATION UNION-MTA LOS ANGELES SMSA LP DBA VERIZON WIREL false false false false false false false false false true false false false false false false false false false UNITED TRANSPORTATION UNION J 106200 8,850 MO. RENT