2019-04-26T10:46:17-05:00 2018-06-30 PricewaterhouseCoopers LLP THREE EMBARCADERO CENTER SAN FRANCISCO CA 94111 990 2017-07-01 946068578 ILWU-PMA WELFARE TRUST % ILWU-PMA BENEFIT PLANS OFFIC ILWU 4156738500 1188 FRANKLIN STREET Suite 300 SAN FRANCISCO CA 94109 JOHN W BARTON EXECUTIVE DIRECTOR 4156738500 2019-04-25 true MATTHEW PETROSKI P00853132 4154985000 40.83.136.209 52580220191165000000 2019-04-26 P 376D4FFFF5F590DFC13D5BB69DA354D826649FD1 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 2017 2019-02-21 02:37:17Z JOHN W BARTON 1188 FRANKLIN ST STE 300 SAN FRANCISCO CA 94109 738576506 false X N/A X 1950 CA PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 56,412 PARTICIPANTS AND DEPENDENTS 6 6 59 6 0 40351 0 0 738390320 738516069 61235 60437 0 0 738451555 738576506 0 0 685137053 690659112 5508854 8918529 0 0 0 42193245 43441098 732839152 743018739 5612403 -4442233 188409472 185378421 102067169 88581040 86342303 96797381 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 56,412 PARTICIPANTS AND DEPENDENTS false false PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 56,412 PARTICIPANTS AND DEPENDENTS. false false false false false false false false false false false false true false 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 230 0 true 59 true false false false false false false X 6 6 false false false false false false false true true false false false true true true false true false false false CA X ILWU-PMA BENEFIT PLANS OFFIC 4156738500 1188 FRANKLIN STREET STE 101 SAN FRANCISCO CA 94109 X RAY FAMILATHE UNION TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM HIRAI EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 F PONCE DE LEON III UNION TRUSTEE 5.0 0.0 X 0 0 0 ROBERT STEPHENS EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL WECHSLER EMPLOYER TRUSTEE 5.0 0.0 X 0 0 0 CAMERON WILLIAMS UNION TRUSTEE 5.0 0.0 X 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 35.0 0.0 X 216077 0 82978 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 35.0 0.0 X 186529 0 76773 TYLER GORTON AREA WELFARE DIRECTOR 35.0 0.0 X 181706 0 75760 ANDREA C STEVENSON AREA WELFARE DIRECTOR 35.0 0.0 X 182470 0 75921 BRIAN HARVEY ADRP AREA REPRESENTATIVE 35.0 0.0 X 180480 0 75503 HUNNY POWELL ADRP REPRESENTATIVE 35.0 0.0 X 180425 0 75491 1127687 0 462426 19 false true false ZENITH AMERICAN SOLUTIONS 18861 - 90TH AVENUE STE A MOKENA IL 60448 ADMINISTRATIVE FEES 20318594 SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DR CHICAGO IL 97269 LEGAL SERVICES 3934315 INNOVATIVE CARE MANAGEMENT PO BOX 22346 PORTLAND OR 97269 CNSLTG SRVS/MED REV 3220540 FTI CONSULTING INC PO BOX 418005 BOSTON MA 022418005 CONSULTING 1984402 LEONARD CARDER LLP 1188 FRANKLIN STREET STE 201 SAN FRANCISCO CA 94109 LEGAL SERVICES 1948854 19 0 CONTRIBUTIONS - EMPLOYERS 525920 715778035 715778035 CONTRIBUTIONS - EMPLOYEES 525920 13076067 13076067 MEDICARE PART D SUBSIDY 525920 9607863 9607863 CONTRIBUTIONS - SELF PAY 525920 54104 54104 738516069 60437 60437 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 738576506 738516069 60437 0 0 0 690659112 216077 0 3199497 3416416 1828748 257791 0 6888963 403890 0 0 0 4659557 0 443380 0 0 481477 79677 0 0 0 0 0 438663 BENEFIT ADMIN EXPENSE 28257144 AFFORDABLE CARE ACT FEES 69163 ALCOHOL & DRUG RECOVERY PRGM 1319796 EQUIPMENT & MAINTENANCE 398177 1211 743018739 0 0 3973245 5030797 0 0 157810705 153886512 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26625522 26461112 188409472 185378421 102067169 88581040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 102067169 88581040 X 0 0 0 0 86342303 96797381 86342303 96797381 188409472 185378421 X -4442233 14897311 X false true X true false MED PART D SUB REC/OTHER ASSET 26461112 26461112 0 0 X 738576506 738576506 738576506 743018739 743018739 743018739 PART X, LINE 2: FIN 48 FOOTNOTE FROM FINANCIAL STATEMENTS: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON OCTOBER 24, 1951, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLANS FINANCIAL STATEMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, THE PLAN MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLAN. THE PLAN MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS OF THE PLAN OR THAT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. AS OF JUNE 30, 2018, PLAN MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2014. X false false false JOHN W BARTON EXECUTIVE DIRECTOR 212000 0 0 0 4077 0 45376 0 37602 0 299055 0 0 0 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 171633 0 0 0 14896 0 39171 0 37602 0 263302 0 0 0 TYLER GORTON AREA WELFARE DIRECTOR 171633 0 0 0 10073 0 38158 0 37602 0 257466 0 0 0 ANDREA C STEVENSON AREA WELFARE DIRECTOR 171633 0 0 0 10837 0 38319 0 37602 0 258391 0 0 0 BRIAN HARVEY ADRP AREA REPRESENTATIVE 171633 0 0 0 8847 0 37901 0 37602 0 255983 0 0 0 HUNNY POWELL ADRP REPRESENTATIVE 171633 0 0 0 8792 0 37889 0 37602 0 255916 0 0 0 PART VI, LINE 11B: THE TRUSTEES OF THE ILWU-PMA WELFARE TRUST (THE "TRUSTEES") ENGAGED AN ACCOUNTING FIRM TO ASSIST WITH THE PREPARATION OF THE 2017 FORM 990 FOR THE ILWU-PMA WELFARE PLAN. THE BENEFITS PLAN OFFICE FILED THE FORM 990 WITH THE IRS. PART VI, LINE 12: OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE INTEREST THAT COULD GIVE RISE TO CONFLICTS. ANY ARRANGEMENT OR TRANSACTION ENTERED INTO THAT COULD GIVE RISE TO A CONFLICT NEEDS TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF AFTER THE TRANSACTION OR ARRANGEMENT IS ENTERED INTO, IT IS LATER DISCOVERED THAT IT MAY BE A CONFLICT, ALL RELEVANT FACTS NEED TO BE DISCLOSED AS SOON AS POSSIBLE. IF THE BOARD LEARNS THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MAY EXIST WITH RESPECT TO A PROPOSED OR CONSUMMATED TRANSACTION, IT SHALL TAKE SUCH ACTIONS AS IT DEEMS APPROPRIATE TO EVALUATE THE NATURE AND EXTENT OF THE CONFLICT AND TAKE SUCH CORRECTIVE ACTIONS TO ADDRESS THE CONFLICT AS IT DEEMS APPROPRIATE UNDER THE CIRCUMSTANCE. PART VI, LINE 15A: IN MAY 2013 THE BOARD VERIFIED THROUGH AN INDEPENDENT THIRD PARTY THAT THE SALARY OF THE EXECUTIVE DIRECTOR WAS REASONABLE AND COMPETITIVE IN THE CONTEXT OF MARKET DATA. PART VI, LINE 15B: THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR. PART VI, LINE 19: THE ILWU-PMA WELFARE AGREEMENT IS ON FILE AT THE WELFARE PLAN OFFICE. IT IS FURNISHED TO THE ILWU LOCALS, AND IS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS UPON REQUEST. PART VII: COMPENSATION AMOUNTS PAID TO TRUSTEES EMPLOYED BY CONTRIBUTING EMPLOYER AND EMPLOYEE ORGANIZATIONS ARE PROPERLY DISCLOSED IN THE APPLICABLE ORGANIZATION'S LM-2, FILED WITH THE DEPARTMENT OF LABOR, OR FORM 990, FILED WITH THE INTERNAL REVENUE SERVICE. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE BENEFIT PLAN OFFICE. PART XI, LINE 9: INCREASE IN ACCOUNTS CURRENTLY PAYABLE $14,897,311 PACIFIC MARITIME ASSOCIATION 555 MARKET STREET SAN FRANCISCO CA 94105 942914940 LABOR AGRMTS CA 501(C)(6) N/A NA false INT'L LONGSHORE AND WAREHOUSE UNION 1188 FRANKLIN STREET 4TH FLOOR SAN FRANCISCO CA 94109 940577594 LABOR UNION CA 501(C)(5) N/A NA false false false false false false false false false false false false false true false false false false false false