2025-11-05T08:03:11-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946078226 AUTOMOTIVE INDUSTRIES WELFARE FUND % HS&BA INC AUTO 8006353105 4160 Dublin Boulevard Suite 100 Dublin CA 945687756 TOM DILLON CO-CHAIR 8006353105 2025-11-03 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z X TOM DILLON 4160 Dublin Boulevard 100 Dublin CA 945687756 130558692 false X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. 8 0 125 0 0 0 0 0 56238207 54867616 -257444 2129758 0 0 55980763 56997374 0 0 55434252 56324072 159054 167704 0 0 0 2594588 2757886 58187894 59249662 -2207131 -2252288 50944275 51720947 3811416 5560909 47132859 46160038 X TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS IN A MULTIEMPLOYER PLAN. false false false false false false false false false false false false false true true true 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 1 0 true 125 true false false false false false false false false X 8 0 false true false false false false false true true false false true true true true true true false false false CA X HSBA INC 8006353105 4160 DUBLIN BOULEVARD 100 Dublin CA 94568 X CHARLES BESOCKE FUND MANAGER 40.0 0.0 X 200562 0 69930 DON CROSATTO TRUSTEE 1.0 0.0 X 0 0 0 RICH MORALES TRUSTEE 1.0 0.0 X 0 0 0 TOM DILLON CO-CHAIR 1.0 0.0 X 0 0 0 STEVE SOWINSKI TRUSTEE 1.0 0.0 X 0 0 0 JIM SCHWANTZ TRUSTEE 1.0 0.0 X 0 0 0 MARK MARTIN TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL HENNEBERRY TRUSTEE 1.0 0.0 X 0 0 0 ROBERT GARCIA TRUSTEE 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 200562 0 69930 1 false true false Health Services Benefit Administr 4160 Dublin Blvd Suite 100 DUBLIN CA 94568 Administration 1407748 WITHUMSMITHBROWN PC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 Audit 386881 Anthem Blue Cross 11050 Olson Dr Suite 110 RANCHO CORDOVA CA 95670 Claims process 197668 delta dental of california 100 first street SAN FRANCISCO CA 94105 claims process 171106 The Segal Company 130 MONTGOMERY ST SAN FRANCISCO CA 94104 CONSULTING 142930 5 0 EMPLOYER CONTRIBUTIONS 900099 52096181 52096181 PARTICIPANT CONTRIBUTIONS 900099 210394 210394 STOP LOSS REIMBURSMENT 900099 1912104 1912104 PRESCRIPTION REBATES 900099 577515 577515 LIQUIDATED DAMAGES AND OTHER INCOME 900099 71422 71422 54867616 1554295 1554295 0 0 0 0 0 74136781 73561318 575463 575463 575463 0 0 0 0 0 0 0 0 0 0 56997374 54867616 0 2129758 0 0 0 56324072 0 0 124349 26348 17007 0 1296380 75032 361803 0 0 129586 572640 0 211090 0 0 0 0 0 27436 0 0 0 83919 59249662 X 5396219 3214528 0 0 0 0 1268734 1764489 0 0 0 0 0 0 0 0 25348 31267 0 0 44253974 46710663 0 0 0 0 0 0 0 0 50944275 51720947 838961 1340397 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2972455 4220512 3811416 5560909 X 0 0 0 0 47132859 46160038 47132859 46160038 50944275 51720947 -2252288 1279467 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 150000 BENEFIT CLAIMS PAYABLE AND IBNR 3972182 DUE TO BROKER 98330 4220512 X 58147255 1279467 1279467 56867788 129586 129586 56997374 57624689 57624689 129586 1495387 1624973 59249662 PART XII, LINE 4B - OTHER ADJUSTMENTS: Change in Benefit Obligations 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, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X false false false CHARLES BESOCKE FUND MANAGER 200562 0 0 0 0 0 42500 0 27430 0 270492 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH HEALTH SERVICES AND BENEFIT ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY WHO REVIEW THE RETURN PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. 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 ORGANZIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S PARTICIPANTS UPON REQUEST. 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. FORM 990, PART XI, LINE 7: THE REPORTABLE COMPENSATION REPORTED ON PART VII FOR CHARLES BESOCKE INCLUDES TOTAL COMPENSATION OF $270,492 FOR SERVICES PROVIDED TO VARIOUS AUTOMOTIVE INDUSTRIES TRUST FUNDS, INCLUDING AUTOMOTIVE INDUSTRIES WELFARE FUND. THE COMPENSATION ALLOCATED TO THE AUTOMOTIVE INDUSTRIES WELFARE FUND OF $167,704 IS REPORTED ON PART IX STATEMENT OF FUNCTIONAL EXPENSES. Automotive Industries Pension Plan 4160 dublin boulevard no 100 dublin CA 94568 941133245 PENSION CA 501 (A) N/A NA false CMTA-IAM JOINT RETIREE HEALTH & WELFARE 4160 dublin boulevard no 100 dublin CA 94568 946130509 HEALTH CA 501 (C) (9) N/A NA false Machinists Retiree Investment Trust 4160 dublin boulevard no 100 Dublin CA 94568 412061777 PENSION CA 501(C)(9) N/A NA false false false false false false false false false false false false false false false false false false false false 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 DECEMBER 31, 2024, THERE ARE APPROXIMATELY 152 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS, 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B DIE CASTING ACE TRUCK REPAIR AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LL ALAMEDA COUNTY INDUSTRIES ALBANY SUBARU AMPORTS ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, I ASHLOCK CO ATLAS PACIFIC ENGINEERING C AUTOMOTIVE APPRENTICE TRUST AUTOMOTIVE INDUSTRIES TRUST AUTONATION HONDA FREMONT - AVIS-BUDGET CAR RENTAL SERV BAY LINE CONCRETE CUTTING & BENNER AUTO REPAIR, INC. BERKELEY HONDA AUTO CENTER BEYOND NEW HORIZONS LLC BILL BRANDT FORD - INSTALLE BMW OF MOUNTAIN VIEW C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CALIFORNIA CONFERENCE OF MA CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CARGILL SALT CEMEX CENTRAL CONCRETE SUPPLY CO, CENTRAL CONTRA COSTA TRANSI CHUCK'S BRAKE AND WHEEL CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUI COLE EUROPEAN (ALL OTHR HIR COMMERCIAL SPEEDOMETER SERV CON GLOBAL INDUSTRIES-MARIT CONCORD KIA CONCORD TOYOTA: OTHER 13-1 CORNELY CO D W NICHOLSON CORP DARLING INTERNATIONAL, INC. DIAMOND MFG CORP DIEGO TRUCK REPAIR, INC. DONAL MACHINE INC EARTHGRAINS ELITE DIAGNOSTICS EURO-AM AUTO SERVICE FRED'S BODY SHOP, INC. G & H DIESEL SERVICE, INC. GEIGER MFG, INC GEORGE M MARTIN CO GNCO CORP. DBA TOWLIFT - AL GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES-REDDING/REN H W MC KEVITT CO INC HALLOWELL CHEVROLET HAYWARD FORD,INC-JRNYMAN HECO-PACIFIC MFG INC HERTZ CORPORATION HONDA OF STEVENS CREEK HUBBARD MACHINE SHOP HUSKY TERMINAL & STEVEDORIN I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 725 INDUSTRIAL MACHINE SHOP J M EQUIPMENT CO JACOBS TECHNOLOGY, INC. KOEHLER AUTO BODY WORKS L P MCNEAR BRICK CO LEE'S FORKLIFT SERVICE LEHMER'S BUICK GMC LIBERTY FLEET CARE LIVERMORE SANITATION, INC. LOOMIS MAGNUSSEN TOYOTA OF PALO AL MILL VALLEY REFUSE SERVICE, MINI OF STEVENS CREEK MORGAN ADVANCED CERAMIC, IN MV TRANSPORTATION INC NATIONAL AEROSPACE SOLUTION NELSON BODY SHOP - JOURNEYM NEVADA CEMENT COMPANY NOEL MILLER INC - CONTRACT NORMANDIN CHRYSLER PLY NOVATO AUTO CENTER OAKLAND MACHINE WORKS PACIFIC POWER GROUP PALM AVENUE MOTORS PARKER ROBB BODY SHOP PBA MAINTENANCE PENINSULA AUTO MACHINISTS # PENINSULA FORD OF SUNNYVALE PENSKE TRUCK LEASING PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMEN PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RECTOR MOTOR CAR REPUBLIC SERVICES REYES HOLDING, DBA COCA COL RIVERVIEW INTERNATIONAL TRU RODNEY DUTRA SERVICE RUAN TRANSPORT CORP RYDER TRUCK RENTAL INC SAFEWAY STORES INC. SAN LEANDRO AUTO SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT SARDEE INDUSTRIES INC SERRAMONTE FORD INC SFO SHUTTLE BUS CO SIERRA LOBO CORP SILGAN CONTAINER CORP-MODES SIMS RECYCLING SOLUTIONS SOSCOL AUTO BODY SPECIALTY DISTRIBUTORS SPECIALTY TRUCK PARTS, INC SSA TERMINALS-OAKLAND ONLY ST FRANCIS ELECTRIC STEVENS CREEK BMW STEVENS CREEK TOYOTA STEWART CHEVROLET TEICHERT MAINTENANCE & SUPP THERMA SERVICES LLC TOTAL INDUSTRIES - 1414 TOYOTA OF VALLEJO TUNISTA LOGISTICS SOLUTIONS UNITED PARCEL SERVIC- LOCAL VALLEY RESTORATION VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT C VULCAN MATERIALS WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA WEST COUNTY RESOURCE RECOVE WESTERN GRINDING SERVICE IN WINTER CHEVROLET - SERVICE WORKING PARTNERSHIP USA YANG ENTERPRISES, INC. ZERO WASTE ENERGY ZUM SF INC JOURNEYMAN ONLY