2025-02-04T15:07:33-06:00 2024-03-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-04-01 946459649 CCPOA BENEFIT TRUST FUND % DANIEL BEAMAN CCPO 9167796300 2515 VENTURE OAKS WAY Suite 200 SACRAMENTO CA 95833 ROBERT GARCIA CHAIR 9167796300 2025-01-31 true true JESSICA R ROSTER P01317380 9252779100 2023 2025-03-06 01:10:19Z ROBERT GARCIA 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 539809096 false X N/A X 1987 CA TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 5 36 0 0 0 0 0 345669801 349343764 4543321 9947380 124564 138508 350337686 359429652 0 0 323208098 327247836 4234418 4524155 0 0 0 8543901 9303254 335986417 341075245 14351269 18354407 262857480 284673042 62238271 62255580 200619209 222417462 TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS FOR 27,468 ACTIVE EMPLOYEES AND 16,727 RETIREES. false false false false false false false false true false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 6507 0 true 36 true false false false false false false false false X 5 5 false true false false false false false true false false false true true true true true true false false false CA X DANIEL BEAMAN 9167796300 2515 VENTURE OAKS WAY NO 200 SACRAMENTO CA 95833 X Guadalupe Ruiz CFO 40.0 0.0 X 229084 0 62220 james baumiller ASSISTANT ADMIN 40.0 0.0 X 210764 0 60850 Daniel Beaman Administrator 40.0 0.0 X 233143 0 34183 BENJAMIn Sybesma LDF lEGAL Administrator 40.0 0.0 X 258025 0 -6614 DEBORAH JOHNSON BENEFITS ADMIN MANAGER 40.0 0.0 X 127504 0 87874 SHANA POWELL DIRECTOR OF OPERATIONS 40.0 0.0 X 116714 0 87436 PATRICK DAY TRUSTEE (THRU 12/31/2023) 5.0 5.0 X 0 0 0 Steven Herrera TRUSTEE 5.0 5.0 X 0 0 0 SHANE HALL TRUSTEE 5.0 5.0 X 0 0 0 ROBERT GARCIA BOARD CHAIR 5.0 5.0 X 0 0 0 CHRISTOPHER GALLYER VICE CHAIR 5.0 5.0 X 0 0 0 ESTER RODRIGUEZ TRUSTEE (FROM 01/01/2024) 5.0 5.0 X 0 0 0 1175234 0 325949 22 false true false BRIDGEWAY BENEFIT TECHNOLOGIES LLC 3700 Koppers St Ste 400 BALTIMORE MD 21227 CONSULTANT 291685 FIRST DENTAL HEALTH PO BOX 919029 SAN DIEGO CA 92191 ADMIN FEES 257500 SELLWOOD CONSULTING LLC 6650 SW REDWOOD LN STE 370 PORTLAND OR 97224 CONSULTANT 200422 TRUCKER HUSS APC 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 LEGAL COUNSEL 163301 ROTH STAFFING COMPANIES LP 450 NORTH STATE COLLEGE BLVD ORANGE CA 92868 TEMP. STAFF/RECRUIT 162616 8 0 EMPLOYER CONTRIBUTIONS 900099 253222963 PARTICIPANT CONTRIBUTIONS 900099 87221995 ADMIN FEE REIMBURSEMENT 900099 5768543 SERVICE FEE REVENUE 900099 3130263 349343764 6443368 6443368 0 0 122726 122726 0 122726 122726 183873748 9708 180362801 16643 3510947 -6935 3504012 3504012 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 15782 15782 359429652 10070106 0 0 0 327247836 259217 0 3169510 72559 788217 234652 0 197726 86184 0 0 143810 6486959 0 1172840 0 0 594776 70956 0 0 0 0 376855 173148 341075245 200 0 58354260 68234792 0 0 21289741 21038639 0 0 0 0 0 0 0 0 183492 189536 6986889 3862843 3403284 3124046 171937961 182878776 0 0 0 0 0 0 7688542 9207253 262857480 284673042 1028829 1125673 0 0 0 0 0 0 0 0 0 0 0 0 0 0 61209442 61129907 62238271 62255580 X 0 0 0 0 200619209 222417462 200619209 222417462 262857480 284673042 18354407 3443846 X false false false 726132 726132 5065047 3100023 1965024 35938 34668 1270 1159772 728152 431620 3124046 0 PREMIUMS PAYABLE 24715698 CLAIMS PAYABLE AND IBNR 19670491 ACCUMULATED ELIGIBILITY CREDITS 14772566 SUBSIDIES PAYABLE 1114988 DUE TO OTHER TRUST FUNDS 779691 UNCLAIMED FUNDS 54117 PARTICIPANT REFUNDS 11646 LEASE DEPOSITS 10710 61129907 X PART X, LINE 2: THERE ARE FOUR PLANS THAT MAKE UP THE TRUST. EACH PLAN'S AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE REGARDING UNCERTAIN TAX POSITIONS. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MARCH 31, 2024 and 2023, 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. james baumiller ASSISTANT ADMIN 202264 0 8500 0 0 0 47670 0 13180 0 271614 0 0 0 BENJAMIn Sybesma LDF lEGAL Administrator 248525 0 9500 0 0 0 -32153 0 25539 0 251411 0 0 0 Guadalupe Ruiz CFO 220584 0 8500 0 0 0 30276 0 31944 0 291304 0 0 0 Daniel Beaman Administrator 221143 0 12000 0 0 0 33925 0 258 0 267326 0 0 0 DEBORAH JOHNSON BENEFITS ADMIN MANAGER 125804 0 1700 0 0 0 62719 0 25155 0 215378 0 0 0 SHANA POWELL DIRECTOR OF OPERATIONS 115014 0 1700 0 0 0 55366 0 32070 0 204150 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS APPOINTED CCPOA BENEFIT TRUST FUND TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE ANY SUB COMMITTEES WITH THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE ADMINISTRATOR AND CHIEF FINANCIAL OFFICER AND IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE TO THE OTHER TRUSTEES AND FUND COUNSEL, INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A POTENTIAL CONFLICT OF INTEREST; FUND COUNSEL WILL BE CONSULTED AND SHALL ADDRESS AND IDENTIFY THE SITUATION AND ITS POTENTIAL FOR PREVENTING AN UNBIASED OR OBJECTIVE DECISION BY THE TRUSTEE OF THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE PLANS' FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IV, LINE 12A: THE TRUST CONSISTS OF FOUR PLANS. THE INDIVIDUAL PLANS HAVE SEPARATE AUDITED FINANCIAL STATEMENTS; HOWEVER, THE TRUST DOES NOT. CCPOA LEGAL DEFENSE FUND 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 686072830 LEGAL REPR CA 501c(9) none na false California Correctional Peace Officers A 755 Riverpoint Dr West Sacramento CA 95605 941490964 promote org. CA 501c(5) none na false false false false false false false false false false false false true false false false false true false false CCPOA LEGAL DEFENSE FUND L 568086 CASH CCPOA LEGAL DEFENSE FUND Q 314349 CASH