2020-08-17T09:52:47-05:00 2019-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 945834346 990 2019-01-01 943138272 TEAMSTERS MANAGED HEALTH CARE TRUST FUND TEAM 9254263555 PO BOX 757 PLEASANTON CA 945660075 JIM BEARD TRUSTEE 9254263555 2020-08-17 1 JOSEPH M THIERMANN P01066616 9252779100 66.7.226.66 2020-08-17 07:52:34 PD P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 2019 2020-09-23 17:36:50Z JIM BEARD PO BOX 757 PLEASANTON CA 945660075 103168805 0 X WWW.TMTFUNDS.ORG X 1991 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 5 1 0 0 0 0 0 0 92401612 101080385 382090 524334 0 3747 92783702 101608466 0 0 88583570 96996406 0 0 0 0 0 2061506 2194875 90645076 99191281 2138626 2417185 25204062 29368601 8135341 8598314 17068721 20770287 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES 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 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X DMC INSURANCE ADMINISTATORS 9254263555 1181 QUARRY LANE SUITE 400 PLEASANTON CA 94566 X JIM BEARD TRUSTEE 1.00 X 0 0 0 STACY MURPHY TRUSTEE 1.00 X 0 0 0 JESSE CASQUEIRO TRUSTEE 1.00 X 0 0 0 BRUCE HEID TRUSTEE 1.00 X 0 0 0 DON GARCIA TRUSTEE 1.00 X 0 0 0 GERRY EISELMAN TRUSTEE - PAST 1.00 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 ADMINISTRATORS INC PO BOX 757 PLEASANTON CA 94566 THIRD-PARTY ADMINISTRATION SERVICES 1468036 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 ACCOUNTING SERVICE 157604 CHIROMETRICS PO BOX 25220 FRESNO CA 93729 BENEFITS ADMINISTRATION 146743 TEAMSTERS ASSISTANCE PROGRAM 80 SWAN WAY SUITE 320 OAKLAND CA 94621 BENEFITS ADMINISTRATION 120655 4 EMPLOYER CONTRIBUTIONS 900099 99718265 99718265 PARTICIPANT CONTRIBUTIONS 900099 1241378 1241378 LIQUIDATED DAMAGES 900099 120742 120742 101080385 516947 516947 1567726 1560339 7387 7387 7387 MISCELLANEOUS 900099 3747 3747 3747 101608466 101084132 0 524334 96996406 1468036 56451 157604 51586 351515 71892 29342 7414 DUES AND SUBSCRIPTIONS 1035 99191281 1625791 1555906 1378182 1692927 8412328 8898161 13787761 17221607 25204062 29368601 101067 55600 74874 155114 7959400 8387600 8135341 8598314 X 0 0 0 0 17068721 20770287 17068721 20770287 25204062 29368601 2417185 1284381 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 8387600 8387600 X 102841261 1284381 1284381 101556880 51586 51586 101608466 98756795 0 98756795 51586 382900 434486 99191281 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, 2019, 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 2016. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS CONTRACTED WITH DMC ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. 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 1 A 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 ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. TEAMSTERS MANAGED ANNUITY TRUST PO BOX 757 PLEASANTON CA 94566 943138275 TO PROVIDE SUPPLEMENTAL RETIREMENT SAVINGS PROGRAM TO ELIGIBLE PARTICIPANTS. CA 501(A) N/A N/A 0 INDUSTRIAL EMPLOYER AND DISTRIBUTORS ASSOCIATION 2200 POWELL STREET EMERYVILLE CA 94608 940294755 SPONSORING ORGANIZATION CA 501(C)6 N/A N/A 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS WAREHOUSE WHOLESALE LIQUOR SALESPERS 7750 PARDEE LANE OAKLAND CA 94621 940963930 SPONSORING ORGANIZATION CA 501(C)5 N/A N/A 0 BEARD AFFILIATESLLC 5 THOMAS MELLON CIRCLE SAN FRANCISCO CA 94134 043836946 SPONSORING ORGANIZATION CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2019, THERE ARE 3 SPONSORING ORGANIZATIONS AND APPROXIMATELEY 112 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATIONS (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. ALAMEDA COUNTY FAIR ASSOCIATION ALLIED CONCRETE REDY MIX SERVICES ALSCO, INC. ALUM ROCK USD - ARUSD AMERIPRIDE UNIFORM SERVICES AMPORTS ANIXTER S F ARAMARK CLEANROOM SERVICES ARCHER DANIELS MIDLAND COMPANY ARYZTA, LLC AVIS BUDGET CAR RENTAL SYSTEM BASF CONSTRUCTION CHEMICALS BAUER'S INTELLIGENT TRANSPORTATION BAY AREA OCS BEST WESTERN GROSVENOR BRANNON EQUIPMENT BRENNTAG PACIFIC, INC BROOKS BROTHERS BUCHANAN FOOD SERVICE CALAVERAS MATERIALS, INC. CALIFORNIA TANK LINES CANTEEN VENDING - CLERICAL CEMEX - ANTIOCH CEMEX CONSTRUCTION MATERIALS, LP CERTAINTEED - FREMONT CHERIN FURNITURE COMPANY CHRISTY VAULT COMPANY CITY OF TRACY TEAMSTERS CLEAR CHANNEL OUTDOOR, INC. COMPASS TRANSPORTATION CORE MARK CORRUGATED PACKAGING PRODUCTS, INC DAVIS INSTRUMENTS DOUBLE D TRANSPORTATION DOUGLAS PARKING DR. MARINELLO MANUEL, A DENTAL CORP. E.M. HUNDLEY ENVIRONMENTAL SERVICES CONCEPTS, LLC FAIRMONT HOTEL OF SAN JOSE FAIRN & SWANSON, INC. FARMERS PRODUCE FARMERS RICE COOPERATIVE FEDERATED LOGISTICS FERALLOY PDM STEEL SERVICE CENTERS FIRST TRANSIT FOOD EXPRESS, INC. G P GYPSUM, LLC - ANTIOCH FACILITY GCR TIRES & SERVICES GENESIS LOGISTICS GHIGLIONE, INC GIUSTOS SPECIALTY FOODS, INC. GOLDEN GATE FIELDS HEATH CERAMICS HENKEL CORPORATION HERTZ - RENT A CAR HYATT REGENCY - SFO IMPERIAL PARKING US, LLC JCDECAUX NORTH AMERICA KELLOGG USA, INC. LAZ PARKING LINDE GAS USA LLC LOOP TRANSPORTATION MACMURRAY PACIFIC MARTIN BROWER MATHESON, INC- OAKLAND MCJUNKIN RED MAN CORPORATION MISSION LINEN SUPPLY MOSAIC GLOBAL TRANSPORTATION - FB MV TRANSPORTATION NAPA RECYCLING & WASTE SERVICES, LLC OUTFRONT MEDIA P & S SALES PEERLESS COFFEE COMPANY PRUDENTIAL CLEANROOM SERVICES R & K INDUSTRIAL PRODUCTS RELIABLE TRUCKING COMPANY REPUBLIC SERVICES RIGHT AWAY REDY MIX RIVER DISTRIBUTING RIVER GARDEN FARMS ROCK TRANSPORT, INC. RODGERS TRUCKING COMPANY RYERSON SACRAMENTO LOGISTICS SAN LEANDRO VENDING SAN MATEO HOUSING AUTHORITY SCHAEFER COLD STORAGE SENTINEL TRANSPORTATION SFO SHUTTLE BUS COMPANY SIERRA PACIFIC READY MIX SERVICES SIMS METAL MANAGEMENT SOLANO GARBAGE - CLERICAL SOUTHERN WINE & SPIRITS SP PLUS CORPORATION SPICERS PAPER, INC. SSA TERMINALS STORER TRANSIT SYSTEMS SUTTER BASIN GROWERS - CORP. T. MARZETTI COMPANY TEAMSTERS LOCAL 665-ORGANIZERS THE J. M. SMUCKER COMPANY TRACY LOGISTICS TRANSDEV - NAPA VALET HOSPITALITY SERVICE - JLS WASTE MANAGEMENT OF ALAMEDA COUNTY WEDRIVEU WEST COAST VENDING WESTERN APPLIANCE WESTSIDE BUILDING MATERIAL CORP. WHEELER - SONOMA PRINTERS YOUNG'S MARKET COMPANY EXPRESS ZENITH AMERICAN SOLUTIONS