2021-09-15T18:59:49-05:00 2020-10-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2019-11-01 946330971 NORTHERN CALIFORNIA SOFT DRINK INDUSTRY & TEAMSTERS HEALTH & WELFARE TRUST FUND NORT 8556907250 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94568 DENNIS HART TRUSTEE 8556907250 2021-09-02 1 CATHERINE L GRAY P01294460 9094664410 2021-09-02 2019 2022-09-23 18:48:47Z DENNIS HART 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94568 10846066 0 X N/A X 1972 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 0 8 0 0 0 0 15314138 10332549 414393 513517 874335 0 16602866 10846066 0 0 12871132 13042891 0 0 0 0 0 744941 848128 13616073 13891019 2986793 -3044953 20761369 17415644 57193 40776 20704176 17374868 NONE 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS. 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 0 0 0 1 112 0 1 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 0 1 0 0 0 X HEALTH SERVICES & BENEFIT ADMINISTRATORS 9258337300 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94568 X DENNIS HART TRUSTEE 5.00 X 0 0 0 MARK HAWKINS TRUSTEE 5.00 X 0 0 0 JESSE CASQUEIRO TRUSTEE 5.00 X 0 0 0 BRIAN INDELICATO TRUSTEE 5.00 X 0 0 0 JEFF CARLSEN SR TRUSTEE 5.00 X 0 0 0 CHRIS LOPEZ TRUSTEE 5.00 X 0 0 0 ROBIN USSERY TRUSTEE 5.00 X 0 0 0 PENNY SCHUMACHER TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HEALTH SERVICES & BENEFIT ADMINISTRATORS 4160 DUBLIN BLVD DUBLIN CA 94568 ADMINISTRATOR 247200 ANTHEM BLUE CROSS PO BOX 60007 LOS ANGELES CA 90060 CLAIMS ADMINISTRATOR 135850 2 EMPLOYER CONTRIBUTIONS 900099 10297585 10297585 EMPLOYEE CONTRIBUTIONS 900099 34964 34964 10332549 513517 513517 10846066 10332549 0 513517 13042891 470979 157239 33990 57016 14692 1265 19240 CO-CONSULTANTS 83893 PATIENT CARE OUTCOME RE 6162 BANK CHARGES 3652 13891019 2656420 2162816 1934448 1916816 1265 16170501 13334747 20761369 17415644 57193 40776 57193 40776 X 0 0 0 0 20704176 17374868 20704176 17374868 20761369 17415644 -3044953 -292255 7900 0 X X 0 1 X 1 0 0 X 10496795 -292255 -292255 10789050 57016 57016 10846066 13834003 0 13834003 57016 57016 13891019 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 UNCERTAIN 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 EXAMINATION 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 ENTITY DOES NOT HAVE ANY SUB-COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XI, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT AUDITOR. PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.