2019-08-13T12:16:58-05:00 2018-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 945834346 990 2018-01-01 943138272 TEAMSTERS MANAGED HEALTH CARE TRUST FUND TEAM 9254263555 PO BOX 757 PLEASANTON CA 945660075 JIM BEARD TRUSTEE 9254263555 2019-08-13 1 JOSEPH M THIERMANN P01066616 9252779100 66.7.226.66 2019-08-13 10:16:43 PD P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 2018 2019-02-21 02:37:17Z JIM BEARD PO BOX 757 PLEASANTON CA 945660075 93385129 0 X WWW.TMTFUNDS.ORG X 1991 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 6 1 0 0 0 0 0 0 84643574 92401612 372757 382090 0 0 85016331 92783702 0 0 81518375 88583570 0 0 0 0 0 1867087 2061506 83385462 90645076 1630869 2138626 23011595 25204062 7498352 8135341 15513243 17068721 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 6 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 GERRY EISELMAN 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 SEE SCH 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 1339399 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 ACCOUNTING SERVICE 195241 PHYSMETRICS PO BOX 25220 FRESNO CA 93729 BENEFITS ADMINISTRATION 135675 TEAMSTERS ASSISTANCE PROGRAM 80 SWAN WAY SUITE 320 OAKLAND CA 94621 BENEFITS ADMINISTRATION 111554 4 EMPLOYER CONTRIBUTIONS 900099 90900741 90900741 PARTICIPANT CONTRIBUTIONS 900099 1243378 1243378 LIQUIDATED DAMAGES 900099 257493 257493 92401612 387193 387193 596324 601427 -5103 -5103 -5103 92783702 92401612 0 382090 88583570 1339399 59152 195241 42561 322048 64361 29705 8047 DUES & SUBSCRIPTIONS 992 90645076 11586926 1625791 245252 1378182 7270000 8412328 13787761 3891020 0 18397 0 23011595 25204062 260654 101067 209298 74874 7028400 7959400 7498352 8135341 X 0 0 0 0 15513243 17068721 15513243 17068721 23011595 25204062 2138626 -583148 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 7959400 7959400 X 92157993 -583148 -583148 92741141 42561 42561 92783702 89831269 0 89831269 42561 771246 813807 90645076 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, 2018, 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 2015. 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 1A 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 MULITEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2018, THERE ARE 3 SPONSORING ORGANIZATIONS AND APPROXIMATELY 161 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. HENKEL CORPORATION E.M. HUNDLEY CHERIN FURNITURE COMPANY SCHAEFER COLD STORAGE MCJUNKIN RED MAN CORPORATION MEYER PLUMBING SUPPLY COMPANY MACMURRAY PACIFIC CITY OF TRACY TEAMSTERS RYERSON LINDE GAS USA LLC ARYZTA, LLC CLEAR CHANNEL OUTDOOR, INC. OUTFRONT MEDIA SPICERS PAPER, INC. ALBERT PAPER COMPANY MARTIN BROWER CALAVERAS MATERIALS, INC. TRACY LOGISTICS, LLC MARTIN BROWER - CLERICAL CERTAINTEED TERMINATED ANNUITY PREGIS CORPORATION CEMEX CONSTRUCTION MATERIALS, LP RIGHT AWAY REDY MIX-OAKLAND SIMS METAL MANAGEMENT - 853 RIGHT AWAY REDY MIX-PLEASANTON GENESIS LOGISTICS MARTIN BROWER - FLEET RODGERS TRUCKING COMPANY DOUBLE D TRANSPORTATION ALLIED CONCRETE REDY MIX SERVICES ROCK TRANSPORT, INC. RIGHT AWAY REDY MIX-MARTINEZ HEATH CERAMICS CANTEEN VENDING - SAN JOSE SFO SHUTTLE BUS COMPANY KELLOGG USA, INC. AMPORTS AMPORTS - MACHINIST IMPERIAL PARKING US, LLC ALSCO, INC. FAIRMONT HOTEL OF SAN JOSE CHRISTY VAULT COMPANY ARAMARK REFRESHMENT SERVICES OCS ARAMARK REFRESHMENT SERVICES FEDERATED LOGISTICS - UNION CITY FEDERATED LOGISTICS - HAYWARD AMPORTS - OPERATING ENGINEERS HYATT REGENCY - SFO T. MARZETTI COMPANY BEST WESTERN GROSVENOR LAZ PARKING - KAISER PRUDENTIAL OVERALL SUPPLY PEERLESS COFFEE COMPANY GHIGLIONE, INC SAN MATEO HOUSING AUTHORITY PRUDENTIAL CLEANROOM SERVICES BROOKS BROTHERS FAIRN & SWANSON, INC. BASF CONSTRUCTION CHEMICALS FOOD EXPRESS, INC. TRACY LOGISTICS - CMSP SOLANO GARBAGE - CLERICAL YOUNG'S MARKET COMPANY EXPRESS ARAMARK CLEANROOM SERVICES DP SERVICE, LLC WESTERN APPLIANCE AMERIPRIDE UNIFORM SERVICES FARMERS PRODUCE SSA TERMINALS THE J. M. SMUCKER COMPANY NAPA RECYCLING & WASTE SERVICES, LLC CORE MARK MATHESON, INC- OAKLAND SAN LEANDRO VENDING BAY AREA OCS ANIXTER S F G P GYPSUM, LLC - ANTIOCH FACILITY FERALLOY PDM STEEL SERVICE CENTERS LAZ PARKING - OAKLAND AIRPORT R & K INDUSTRIAL PRODUCTS SUTTER BASIN GROWERS - CORP. RIVER GARDEN FARMS WHEELER - SONOMA PRINTERS WESTERN APPLIANCE - SAN JOSE NON UNION WESTERN APPLIANCE - SANTA CRUZ NON UNION GIUSTOS SPECIALTY FOODS, INC. RELIABLE TRUCKING COMPANY SIMS METAL MANAGEMENT - 150 BUCHANAN FOOD SERVICE SIERRA PACIFIC READY MIX SERVICES JCDECAUX NORTH AMERICA ALAMEDA COUNTY FAIR ASSOCIATION FARMERS RICE COOPERATIVE BRENNTAG PACIFIC, INC SENTINEL TRANSPORTATION DAVIS INSTRUMENTS MV TRANSPORTATION - LIVERMORE AMPCO - OAKLAND AIRPORT HERTZ - RENT A CAR VALET HOSPITALITY SERVICE - JLS DOUGLAS PARKING LLC SACRAMENTO LOGISTICS GMD- WAREHOUSE ALUM ROCK USD - ARUSD SACRAMENTO LOGISTICS GMD - RECEIVING GCR TIRES & SERVICES RIGHT AWAY REDY MIX-PLEASANTON SHOP FIRST TRANSIT - ANTIOCH WASTE MANAGEMENT OF ALAMEDA COUNTY CALIFORNIA TANK LINES WEST COAST VENDING P & S SALES AVIS BUDGET CAR RENTAL SYSTEM AVIS BUDGET GROUP - ROVERS ENVIRONMENTAL SERVICES CONCEPTS, LLC GOLDEN GATE FIELDS MISSION LINEN SUPPLY - DRIVERS MCKEVITT VOLVO / CHRYSLER CORRUGATED PACKAGING PRODUCTS, INC CERTAINTEED - FREMONT MISSION LINEN SUPPLY - BAKERSFIELD MISSION LINEN SUPPLY - SACRAMENTO MISSION LINEN SUPPLY - FRESNO MISSION LINEN SUPPLY - MODESTO TRANSDEV - NAPA R & K INDUSTRIAL PRODUCTS - NON UNION HERTZ - SACRAMENTO LOOP TRANSPORTATION - FB MV TRANSPORTATION - PRESIDIO MISSION LINEN SUPPLY - INDUSTRIAL MV TRANSPORTATION - HALF MOON BAY WEDRIVEU - FB REPUBLIC SERVICES BRANNON EQUIPMENT WESTSIDE BUILDING MATERIAL CORP. COMPASS TRANSPORTATION HEATH CERAMICS - NON UNION LOOP TRANSPORTATION - APPLE CANTEEN VENDING - CLERICAL BAUER'S INTELLIGENT TRANSPORTATION SOUTHERN WINE & SPIRITS CONSTRUCTION SOLUTIONS & SERVICES, INC. ALSCO - SACRAMENTO WEDRIVEU - SALES FORCE ALSCO - SANTA ROSA WEDRIVEU - LINKEDIN/TWITTER RIGHT AWAY REDY MIX-UNION CITY DOUGLAS PARKING - STANFORD CANTEEN VENDING - SACRAMENTO ZENITH AMERICAN SOLUTIONS SACRAMENTO LOGISTICS - CLERICAL CEMEX - ANTIOCH DR. MARINELLO MANUEL, A DENTAL CORP. ARCHER DANIELS MIDLAND COMPANY ALSCO - CONCORD WEDRIVEU - AMAZON WEDRIVEU - ELECTRONIC ARTS WEDRIVEU - LAM RESEARCH WEDRIVEU - TESLA WEDRIVEU - NVIDIA LOOP TRANSPORTATION - STANFORD