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WELFARE FUND LOCAL NO16 I A T S E: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WELFARE FUND LOCAL NO16 I A T S E (EIN 94-6138741)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202503149349301910
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T09:06:29-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16101 BOLLINGER CANYON RD 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946138741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELFARE FUND LOCAL NO 16 IATSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BENESYS INCInCareOfNm
Business Name ControlWELFBusinessNameControlTxt
Phone9252089999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY Suite 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BEAUMONTEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9252089999PhoneNum
Signature2025-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASMINE S BAKERPreparerPersonNm
PTINP01452246PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES BEAUMONTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,094,891GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.local16.orgWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1965FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$18,001,108PYProgramServiceRevenueAmt
CY Program Service Revenue$15,658,494CYProgramServiceRevenueAmt
PY Investment Income-$545,823PYInvestmentIncomeAmt
CY Investment Income$505,375CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,455,285PYTotalRevenueAmt
CY Total Revenue$16,163,869CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$13,629,404PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$13,607,042CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$863,914PYOtherExpensesAmt
CY Other Expenses$923,228CYOtherExpensesAmt
PY Total Expenses$14,493,318PYTotalExpensesAmt
CY Total Expenses$14,530,270CYTotalExpensesAmt
PY Revenues Less Expenses$2,961,967PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,633,599CYRevenuesLessExpensesAmt
Total Assets BOY$20,657,434TotalAssetsBOYAmt
Total Assets EOY$21,832,863TotalAssetsEOYAmt
Total Liabilities BOY$5,018,185TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,341,567TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,639,249NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,491,296NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBENESYS INCPersonNm
Phone9252089999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES BEAUMONTE
CHAIRMAN1.00.0Yes (X)Yes (X)$0$0$0
KENNETH RYAN
TRUSTEE1.00.0Yes (X)$0$0$0
LANCE HUGHSTON JR
TRUSTEE1.00.0Yes (X)$0$0$0
MARY CONDE
TRUSTEE1.00.0Yes (X)$0$0$0
ANDREW BENNETT
TRUSTEE1.00.0Yes (X)$0$0$0
SHARI BETHEL
TRUSTEE1.00.0Yes (X)$0$0$0
JEN GOOD
TRUSTEE1.00.0Yes (X)$0$0$0
RAINIER KOENERS
TRUSTEE1.00.0Yes (X)$0$0$0
SEE SCH O FOR COMPENSATION
PAID BY RELATED ORGANIZATIONS1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENESYS INC
7180 KOLL CENTER PKWY STE 200PLEASANTONCA94566THIRD PARTY ADM$326,420
ANTHEM BLUE CROSS LIFE HEALTH INS
21215 BURBANK BLVDWOODLAND HILLSCA91367CLAIMS PROCESSING$191,366
WithumSmithBrown PC
6101 BOLLINGER CANYON RD STE 400SAN RAMONCA94583ACCOUNTANT$144,391
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS711110$13,955,559$13,955,559
PARTICIPANT CONTRIBUTIONS711110$341,985$341,985
STOP-LOSS REIMBURSEMENT711110$784,427$784,427
PRESCRIPTION REBATES711110$576,523$576,523
FieldValueIRS element (for citing)
Total Program Service Revenue$15,658,494TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$500,428TotalRevenueColumnAmt
Exclusion$500,428ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,935,969SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,931,022SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,947SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,947TotalRevenueColumnAmt
Exclusion$4,947ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,163,869TotalRevenueColumnAmt
Related Or Exempt Func Income$15,658,494RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$505,375ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$13,607,042TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$303,502TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$52,215TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$144,391TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,128TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$301,690TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,779TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,285TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,238TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,530,270TotalAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,799,328BOYAmt
EOY$2,842,007EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,749,980BOYAmt
EOY$1,165,654EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,469BOYAmt
EOY$20,686EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,087,657BOYAmt
EOY$17,804,516EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,657,434BOYAmt
EOY$21,832,863EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,694,385BOYAmt
EOY$992,267EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,323,800BOYAmt
EOY$3,349,300EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,018,185BOYAmt
EOY$4,341,567EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$15,639,249BOYAmt
EOY$17,491,296EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,639,249BOYAmt
EOY$17,491,296EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,657,434BOYAmt
EOY$21,832,863EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,633,599ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$218,448NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCUMULATED ELIGIBILITY CREDITSDesc
Amt$3,349,300Amt
FieldValueIRS element (for citing)
Total Liability$3,349,300TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,370,189TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$218,448NetUnrealizedGainsInvstAmt
Revenue Not Reported$218,448RevenueNotReportedAmt
Revenue Subtotal$16,151,741RevenueSubtotalAmt
Investment Expenses Not Incld$12,128InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,128RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,163,869TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,225,742TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$15,225,742ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,128InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$707,600OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$695,472ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,530,270TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2The 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.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS: -$707,600

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3:THE TRUST HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B:A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C:THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN.
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 1ATRUSTEES 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, BENESYS, INC.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
IATSE Local 16 Pension PLAN
7180 KOLL CENTER PKWY 200PLEASANTONCA94566946296420PENSION PLANCA501(A)N/ANAfalse
international alliance of theatrical sta
240 2ND STREETsAN FRANCISCOCA94105940921920LOCAL UNIONCA501(c)(5)N/ANAfalse
IATSE LOCAL 16 TRAINING TRUST FUND
240 2ND STREET 1ST FLOORSAN FRANCISCOCA94105616335362TRAININGCA501(C)(9)N/ANAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONSFormAndLineReferenceDesc
ExplanationTHE 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 151 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORANIZATION, 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. 4 PRODUCTIONS LLC/ UNION PAYROLL A3 IMMERSIVE LLC DBA A3 VISUAL/TALENT FUND ACADEMY THEATRICAL LIGHTING, INC. ACME SCENERY COMPANY ALFORD MEDIA SERVICE/ISLAND CREATIVE AMBASSADOR THEATRE GROUP LLC (ATG) AMERICAN CONSERVATORY THEATER ANOTHER PLANET ENTER/TALENT FUND ARTS & SCIENCE DEPT. LLC/CAPS ASM GLOBAL FACILITY SVC (MOSCONE) was SMG Facility AUDIO VISUAL PROD SOLUTIONS fka TECH EXPRE/UNION PYRL AV IMAGES/ ISLAND CREATIVE AVENUE LIVE/ TALENT FUND AVX AUDIO VISUAL/THE TALENT FUND BBI ENGINEERING, INC. BGCA MANAGEMENT LLC/ THE TALENT FUND BISCUIT FILMWORKS LLC/CAPS BLACK POINT PRODUCTIONS BOB INDUSTRIES/CAPS BRAMSON PRODUCTIONS/THE TALENT FUND BRAND NEW SCHOOL/CAPS BRIGHT AV/ UNION PAYROLL BRITE IDEAS INC/ UTP BROADWAY SAN FRANCISCO (SHN)/ATG BROWN AUDIO VISUAL SVCS / HOLZMUELLER CAPS INC DBA UNIVERSAL PAYMENT DBA OLYMPIC PARTNER CAST AND CREW CASTRO THEATER/APESF, LLC/ THE TALENT FUND CFG RENTALS GROUP, LLC CHASE CENTER- GSW ARENA LLC CHELSEA PICTURES/ REVOLUTION CIRQUE DU SOLEIL/ UNION PAYROLL AGENCY CITY ARTS & LECTURES CITY ARTS/THE TALENT FUND CITY BALLET SCHOOL, LLC/PATSEL, KENNETH CITY GRAPHICS SOLUTIONS LLC CLUB FUGAZI EXPERIENCES, LLC ( STRATUS PEO ) CMS PROD - CORP MGMT SOL/ CAPS CMS PRODUCTIONS/CORP MGMT SOL/EXTREME REACH PROD COAST TO COAST PROD SUPPORT/ CAPS COAST TO COAST PRODUCTION/ SHOWPAY INC. COMPLETE CREWING INC. CONCEPT SERVICES INC - PAYROLL COMPANY COW PALACE / BLACKPOINT COW PALACE/#1A DIST AGRI ASSN CREATIVE TECHNOLOGY GROUP/DBA AVTS DAVID MICHAEL PRODUCTION/ COLLECTIVE PAYROLL LLC DIVERSIFIED STAGE DTC GRIP & ELECTRIC, INC. EMPLOYCO USA II INC. ENCORE EVENT TECHNOLOGIES INC FKA AVT EVENT ENCORE GROUP (USA) LLC ENTERTAINMENT PARTNERS ETHOS PRODUCTION SERVICES LLC EVENT TECHNOLOGY SERVICES/ UTP EXTREME REACH PAYROLL SOLUTIONS, INC. FORT MASON CENTER FOUR MOON PRODUCTION/ CONCEPT SVCS FREEMAN AUDIO VISUAL SOLUTIONS INC. FREEMAN DECORATING/ISLAND CREATIVE FULL MOON FILMS INC/NCI PROCESSING FURLINED LLC / CAPS UNIVERSAL GATEWAY PRODUCTION SERVICES/UNION PAYROLL AGENCY GES - Global Experience Specialists, Inc. Glaucoma Research/The Talent Fund GOT LIGHT/ ISLAND CREATIVE GREENSLATE CA LLC (INDIEPAY) GREYHOUND EXPO SVCS / GES HARTMANN STUDIOS, INC. HOLY TOLEDO FILMS INC/FREAKY TALES"/ EP HOLZMUELLER CORPORATION HUGHSTON ENGINEERING IDEAS SPECIAL EVENTS CO. IMPERIAL WOODPECKER/CAPS INFINITE MDIA/ CAPS ISLAND CREATIVE MANAGEMENT KALEIDOSCOPE PRODUCTIONS LABOR RESOURCE MANAGEMENT INC. (LRM) LATITUDE 38 ENTERTAINMENT II / EXTREME REACH LEFT HOOK COMMUNICATIONS/EASTWEST PYRL LIVE BOX DIGITAL LLC./UTP PRODUCTIONS LIVE NATION/ FILLMORE LMG TECHNICAL SERVICES, LLC LOCAL 16 FOR EMPLOYEES (COMMERCIAL) LOVEBOAT INC/ CAPS LUMENS/THE TALENT FUND LUTHER BURBANK CENTER FOR THE ARTS MARIN BALLET MARIN DANCE THEATRE MARIN SYMPHONY ASSOCIATION MC CUNE AUDIO VISUAL/SHEPARD AV MC CUNE AUDIO/VIDEO MEDIA SERVICES PROCESSING LLC (MSF) METRO MEDIA PRODUCTIONS, LLC / UNION PAYROLL MUSE MEDIA CENTER, INC. MUSSON THEATRICAL NATIONAL MICRO RENTALS/ CAPS NCI PROCESSING INC. (NCI) NETFLIX PROD LLC "FALCON" / EP NEW YORK CITY BALLET NMR, INC. / CAPS OAKLAND AUDIO VISUAL/ISLAND CREATIVE OPERA SAN JOSE / TALENT FUND PALACE OF FINE ARTS LEAGUE, INC. PICTUREHOUSE CREATIVE/ WRAPBOOK PLANET AV / TALENT FUND PRESENTATION TECH/THE TALENT FUND PRESIDIO THEATRE PRO HOME SYSTEMS PRODUCTION MANAGEMENT, INC. PRODUCTION PAYROLL INC. PRODUCTION SUPPORT SERVICES PROJECTION PRESENTATION TEC PURPLE TALLY PRODUCTIONS RADICAL MEDIA/CAPS REVOLUTION BUSINESS SERVICES RICK HERNS PRODUCTIONS/THE TALENT FUND RIVERVIEW SYSTEMS GROUP RSA USA, INC./CAPS SAN MATEO EXPO CENTER/UNION PAYROLL SANTA ROSA SYMPHONY SCLERA PICTURES, LLC - 'JOSEPHINE / EP SF BALLET ASSOCIATION SF MEDIA GROUP EVENT PROD LLC/ THE TALENT FUND SF OPERA ASSOCIATION SF PERFORMING ARTS CENTER SF SYMPHONY ASSOCIATION SHOW IMAGING, INC/ CAPS SHOWPAY LLC SHOWPAY, INC. SMART SOURCE RENTALS/ THE TALENT FUND SMARTSOURCE/THE TALENT FUND SONIC FOUNDRY/THE TALENT FUND SOUND ON STAGE, INC. SPECTRUM AUDIO VISUAL/THE TALENT FUND STAGE CALL, INC. STANDARD PARTY RENTAL DBA STANDARD EVENTS RENTALS SULLIVAN PRODUCTIONS/THE TALENT FUND TAYLOR STREET PRODUCTION/ TALENT FUND THE TALENT FUND THEATRICAL RESOURCES/ C&C THIRD EAR SOUND CO/THE TALENT FUND TRAIN TIMES NA ON TOUR LP TREASURER COUNTY OF MARIN TRICE TALENT SERVICES, INC. TWILIGHT DESIGN/THE TALEN FUND UNION PAYROLL AGENCY UNIVERSAL TELEVISION/"A MAN ON THE INSIDE" / EP UTP PRODUCTIONS, INC. WRAPBOOK YERBA BUENA CENTER FOR THE ARTSExplanationTxt