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DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS (EIN 41-2261950)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349303871
Schema version
2017v2.3
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)
Return2018-11-14T10:56:19-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412261950EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DISTRICT COUNCIL 16 OF NORTHERNBusinessNameLine1Txt
Business Name Line2CALIFORNIA HEALTH & WELFARE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDISTBusinessNameControlTxt
Phone8009229902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14160 DUBLIN BLVD NO 400AddressLine1Txt
CityDUBLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945687723ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS CHRISTOPHERSENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8009229902PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M THIERMANNPreparerPersonNm
PTINP01066616PTIN
Phone9252779100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.7.226.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm08:56:08IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD85FB602DC4FA66F28A631CB81EF53DF59ECABFAAtSubmissionCreationDeviceId
At Submission Filing Device Id92C7F91AD246760067C653CBF66B8BF12B4D5FD1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRIS CHRISTOPHERSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14160 DUBLIN BLVD NO 400AddressLine1Txt
CityDUBLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945687723ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$136,961,922GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://WWW.DC16TRUSTFUND.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2008FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee116TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$122,811,763PYProgramServiceRevenueAmt
CY Program Service Revenue$132,435,747CYProgramServiceRevenueAmt
PY Investment Income$1,863,574PYInvestmentIncomeAmt
CY Investment Income$2,712,118CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$142,573CYOtherRevenueAmt
PY Total Revenue$124,675,337PYTotalRevenueAmt
CY Total Revenue$135,290,438CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$98,481,341PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$108,217,124CYBenefitsPaidToMembersAmt
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$4,854,128PYOtherExpensesAmt
CY Other Expenses$4,432,310CYOtherExpensesAmt
PY Total Expenses$103,335,469PYTotalExpensesAmt
CY Total Expenses$112,649,434CYTotalExpensesAmt
PY Revenues Less Expenses$21,339,868PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,641,004CYRevenuesLessExpensesAmt
Total Assets BOY$122,524,723TotalAssetsBOYAmt
Total Assets EOY$155,819,922TotalAssetsEOYAmt
Total Liabilities BOY$53,553,435TotalLiabilitiesBOYAmt
Total Liabilities EOY$60,416,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$68,971,288NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$95,403,031NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document51IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee116EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH SERVICES & BENEFITS ADMINISTRATORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8009229902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14160 DUBLIN BOULEVARD SUITE 400AddressLine1Txt
CityDUBLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945687756ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE CASTER
TRUSTEE1.00Yes (X)$0$0$0
JOHN SHERAK
TRUSTEE1.00Yes (X)$0$0$0
JOHN MAGGIORE
TRUSTEE1.00Yes (X)$0$0$0
MARIAN BOURBOULIS
TRUSTEE1.00Yes (X)$0$0$0
CHRIS CHRISTOPHERSEN
TRUSTEE1.00Yes (X)$0$0$0
DARYL STACY
TRUSTEE1.00Yes (X)$0$0$0
ROBERT WILLIAMS
ALT. TRUSTEE1.00Yes (X)$0$0$0
THOMAS HEINZELMANN
ALT. TRUSTEE - PAST1.00Yes (X)$0$0$0
STEVE ECKSTROM
TRUSTEE1.00Yes (X)$0$0$0
FRANK NUNES
ALT. TRUSTEE1.00Yes (X)$0$0$0
MIKE WEST
TRUSTEE - PAST1.00Yes (X)$0$0$0
JEANNIE SIMPELO
ALT. TRUSTEE1.00Yes (X)$0$0$0
TIM DEAL
TRUSTEE1.00Yes (X)$0$0$0
JOSE SANTANA
ALT. TRUSTEE1.00Yes (X)$0$0$0
JAMES HEWETT
TRUSTEE1.00Yes (X)$0$0$0
SEE SCHEDULE O FOR COMPENSATION
PAID BY RELATED ORGANIZATION0.00Yes (X)$0$1$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTH SERVICES AND BENEFIT ADMINISTRATO
4160 DUBLIN BLVD SUITE 400DUBLINCA94568FUND ADMINISTRATION$1,775,802
ANTHEM BLUE CROSS
700 BROADWAYDENVERCO80273COST CONTAINMENT$620,189
LINDQUIST LLP
5000 EXECUTIVE PARKWAY SUITE 400SAN RAMONCA94583AUDITOR$519,714
DELTA DENTAL
100 FIRST STREETSAN FRANCISCOCA94105BENEFITS ADMINISTRATOR$382,033
SALTZMAN AND JOHNSON
44 MONTGOMERY STREET SUITE 2110SAN FRANCISCOCA94104ATTORNEY$356,852
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$123,459,637$123,459,637
PARTICIPANT CONTRIBUTIONS900099$7,347,712$7,347,712
STOP LOSS REIMBURSEMENT900099$712,160$712,160
LIQUIDATED DAMAGES900099$381,218$381,218
RETIREE DRUG SUBSIDY900099$322,935$322,935

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,085TotalRevenueColumnAmt
Related Or Exempt Func Income$212,085RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$132,435,747TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,879,163TotalRevenueColumnAmt
Exclusion$1,879,163ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,504,439SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,671,484SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$832,955SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$832,955TotalRevenueColumnAmt
Exclusion$832,955ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$142,573TotalRevenueColumnAmt
Related Or Exempt Func Income$142,573RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$142,573OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,290,438TotalRevenueColumnAmt
Related Or Exempt Func Income$132,578,320RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,712,118ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$108,217,124TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,699,332TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$358,102TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$519,714TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$98,314TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,555,276TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$138,265TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,115TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,192TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$112,649,434TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,366,628BOYAmt
EOY$35,820,154EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,247,242BOYAmt
EOY$9,179,570EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,247,990BOYAmt
EOY$14,263,282EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,768BOYAmt
EOY$7,033EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$78,236,108BOYAmt
EOY$96,306,737EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$420,987BOYAmt
EOY$243,146EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,524,723BOYAmt
EOY$155,819,922EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,123,543BOYAmt
EOY$450,519EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$462,452EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,429,892BOYAmt
EOY$59,503,920EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,553,435BOYAmt
EOY$60,416,891EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$68,971,288BOYAmt
EOY$95,403,031EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,971,288BOYAmt
EOY$95,403,031EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,524,723BOYAmt
EOY$155,819,922EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$22,641,004ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,790,739NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCUMULATED ELIGIBILITY CREDITS$17,671,203
BENEFIT CLAIMS PAYABLE & IBNR$10,034,000
EMPLOYER BOND DEPOSITS$79,114
CASH BANK LIABILITY$31,719,603
FieldValueIRS element (for citing)
Total Liability$59,503,920TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$138,982,863TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,790,739NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,790,739RevenueNotReportedAmt
Revenue Subtotal$135,192,124RevenueSubtotalAmt
Investment Expenses Not Incld$98,314InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$98,314RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$135,290,438TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$105,762,042TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$105,762,042ExpensesSubtotalAmt
Investment Expenses Not Incld2$98,314InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$6,789,078OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$6,887,392ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$112,649,434TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2017, 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 BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS DELEGATED CERTAIN MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR UNDER THE SUPERVISION OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE 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 ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFMORMATION, PLEASE CONTACT THE ADMINISTRATOR.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1DISTRICT COUNCIL NO 16BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12705 CONSTITUTION DRIVEAddressLine1Txt
CityLIVERMORECityNm
State AbbreviationCAStateAbbreviationCd
ZIP945509206ZIPCd
FieldValueIRS element (for citing)
EIN940433056EIN
Primary ActivitiesEMPLOYEE SPONSORING ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)5ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2017, THERE ARE APPROXIMATELY 384 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 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 EMPLOYER ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & A PAINTING COMPANY A & B PAINTING INC A.J. FISTES CORPORATION ABCO RESTORATION & WATERPROOFING INC ACR GLASS AND DOORS ADERHOLT SPEC CO INC AESTHETIC MAINTENANCE CORP AHC GLASS CO(SAFECO) AJS PAINTING AKIMA CONSTRUCTION SERVICES LLC ALCAL GLASS SYSTEMS INC. ALCOSTA SHOWER DOOR ALL BAY AREA GLASS INC. ALL COUNTY FLOORING ALL NEW GLASS OF CALIFORNIA ALLIANCE GLASS COMPANY ALLIED PAINTERS INC ALPHA GLASS COMPANY AMERICAN GLASS ANCCA CORPORATION DBA NU ENTERPRISE ANDRE'S GLASS SERVICE ANNING & JOHNSON COMPANY APPLY A LINE INC ARAGON CONSTRUCTION INC. ARCHITECTURAL GLASS & ALUMINUM ARROW GLASS CO ASHRON CONSTRUCTION & REST. INC. ATHENS PAINTING & COMM. COATINGS INC ATLAS GLASS CO. INC. B & C PAINTING & DECORATING B & G GLASS INC. B J FLOORING INC B.T. MANCINI CO. INC. BACA & SONS PAINTING BAGATELOS ARCH GLASS SYSTEMS BASCO DRYWALL & PAINTING CO. BAY AREA TINTWORKS BAY CITIES PTRS & DEC BAYSIDE INTERIORS INC BELL PAINTING BENASSI'S CARPET SERVICE BENSON INDUSTRIES LLC BEST CONTRACTING SERVICES INC BLASTCO INC. BLUE SKIES PAINTING BLUE WATER GLASS INC. BORBON INC. BOWMAN PAINTING BOYETT CONSTRUCTION INC BRADY COMPANY/CENTRAL CA INC. BRAND ENERGY SVC OF CA INC BRITE PAINTING BRUCE K HALL CONSTRUCTION INC C & A FLOORING INC. C & O PAINTING INC C & S FLOOR SYSTEMS INC. C & W FACILITY SERVICES INC. C A BUCHER PTG SERVICE C-3 CONCRETE SURFACE INC. C/S ERECTORS INC CAL INC. CAL TILE COMPANY INC. CALIFORNIA CUSTOM TINTING CALIFORNIA DRYWALL COMPANY CALIFORNIA ENGINEERING CAPITOL GLASS COMPANY CARPET DIMENSION INC. CDCR REGIONAL ACCTING OFFICE-PAINTERS CDCR REGIONAL ACCTING OFFICE-TAPERS CEE GEE PKG LOT STRIPING CENTER GLASS COMPANY CENTERLINE STRIPING CENTRAL STRIPING SERVICE INC CENTURY CARPET CERTIFIED COATING OF CALIFORNIA CHAMPION PAINTING SPECIALTY SERVICES CHINO GLASS & GLAZING CHRISP COMPANY CITY PAINTING CO CLASSIC GLASS INC CLIFT HOTEL CLIFTON ARCHITECTURAL GLASS & METAL C CNJ ENTERPRISES INC. COAST COUNTIES GLASS COFFEY BUILDING GROUP INC. COMMERCIAL GLASS & ALUM INC COMPONENT WEST INC. CONCORD DRYWALL INC CONKLIN BROS S F CONKLIN BROS-SANTA ROSA COOL PAINTING COX COMMERCIAL FLOORING INC CREATIVE CEILINGS INC. CREATIVE SHOWER DOOR CROWN CORR INC. CROWN SHEET METAL & SKYLIGHTS CTG CONSTRUCTION INC. CUSTOM DRYWALL INC CYC COMMERCIAL INTERIORS INC. D & B PAINTING COMPANY D & C GLASS D C VIENT INC D P R CONSTRUCTION INC D ZELINSKY & SON INC D&B/JTS PAINTING INC. JV D.S. BAXLEY INC. DBA DSB+ EAST BAY D2 SQUARED INDUSTRIAL SERVICES LLC DALEYS DRYWALL INC DARDEN PAINTING INC DASCO CONSTRUCTION & DR DDPD INC DELTA CITY DRYWALL INC DENHAM CONTRACTING INC DESIGN WORKSHOPS DIETLIN PNTG & DEC DIVERSIFIED FLOORING SERV DON FRANK CO DONALD E MC NABB CO DONALD E. MCNABB CO. DOTTO GLASS INC DOWNEY AND SON DSM CONSTRUCTION INC. DYNAMIC COATINGS INC. ELADIO R GUTIERREZ ELITE PAINTING & WALLCOVERING INC. ENCLOS CORP/ HARMON ERIC STARK INTERIORS EUREKA FLOOR-TRAINING FUND EVAN PATTERSON CONSTRUCTION EXCLUSIVELY DOORS EXPERT DRYWALL SYS INC EXTERIOR CLADDING SYSTEMS INC. F D THOMAS INC F.D. THOMAS INC. FAIRMONT HOTEL SAN JOSE FDR DRYWALL INC. FEDOR WALL SYSTEMS INC. FIELDTURF USA INC FIERRO PAINTING FISHER DESIGN + BUILD INC. FIX PAINTING CO FLOOR SEAL TECH ATTN:LETICIA FLORES DRYWALL INC. FORTSON FLOORS INC. FREEMAN CONSTRUCTION COMPANY FREY PLASTERING INC FUENTES PAINTING & DECORATING G & B PAINTING GAIDANO & SONS PTG & DECORATING INC GARAKANI PROFESSIONAL GROUP INC. GENESIS FLOORING INC. GEORGE MULLINS PAINTING GLASS & SASH CO GLASS CONCEPTS BY CLINE GOLDEN GATE DRYWALL GOLDEN GATE GLASS & MIRROR CO GOLDEN STATE CARPET SERVC GRAND HYATT GRAND PRIX GLASS GREATER BAY FLOORING INC GUGEL/TODAY PTG & DEC INC H.V. WELKER CO. INC. HALSTEAD DRYWALL INC HANSAN FLOORING HARDMAN GLAZING HAROLD W. THOMPSON HARRISON DRYWALL INC HARRY L MURPHY HARTLEY CONST INC. HASSON PAINTING CONTRACTORS INC. HENRYS PAINTING INC HERLACHE & SONS PAINTING HOEM & ASSOCIATES INC. HULSEY CONTRACTING INC. HYATT REGENCY INTERIOR GLASS SYSTEM IRONWOOD COMMERCIAL BLDRS INC J & J ACOUSTICS INC J & R FLOORING DBA J PICINI FLOORING J & R THOMPSON INC JACKSON QUALITY DRYWALL JAMES HAGUE WALLCOVERINGS JAMES L. HARRIS PAINTING INC JANGHO CURTAIN WALL AMERICAS CO JANGHO CURTAIN WALL AMERICAS CO LTD JEFFCO PAINTING & COATING INC. JERRY THOMPSON & SONS INC JJJ FLOOR COVERING INC JMW CARPET & FLOORING INC. JOHN JORY CORPORATION JPK SOLUTIONS INC. JR CONSTRUCTION KAISER FOUNDATION HOSP CPFC KARSYN CONSTRUCTION INC KBI PAINTING INC. KEENAN HOPKINS AND SUDER KIM'S FLOORING INC KINGDOM DRYWALL INC. KIRK BUILDERS KLW CONSTRUCTION INC. KOVACH BUILDING ENCLOSURES KYO-YA HOTELS & RESORTS LP LARRY SILVESTRI INC LEDEIT & SONS GLASS INC LEVEL 5 INC. LIBERTY MAINTENANCE INC. LINCOLN GLASS & MIRROR CO LINOLEUM LARRY'S INC. LINOLEUM SALES CO INC LINOLEUM SALES CO. INC LISA DE LA SOL RESTORATION LUCAS PAINTING CO. M & R PAINTING M S F INC MADDEN AND NELSON INC MADSEN BUILDERS MAGNUM DRYWALL INC MAJESTIC CONSTRUCTION MAJESTIC FLOORS INC. MAR CON COMPANY MASON PAINTING INC MASTER PAINTING & DECORATING MASTERPIECE PAINTING MASTRIA INCORPORATED MISSION BAY FLOORING CONTRACTORS MISSION GLASS CO MIURA BUILDING ENCLOSURES MOLINA'S PTG WALLCOVERING MONTICELLI PTG & DEC INC MUEHLHAN CERTIFIED COATINGS MURPHY INDUSTRIAL COATINGS NAHIDI CORPORATION DBA KAISER GLASS NATIONAL COATING & LINING COMPANY NC FLOORING GROUP INC NEIGHBORHOOD GLASS NETWORK NELSONS PAINTING NEVELL GROUP INC. NEW WEST PARTITIONS NOR CAL GLASS & ALUMINUM NOR-CAL GLASS NORTH COUNTIES DRYWALL INC NORTHERN PACIFIC DRYWALL INC NU-GLASS SYSTEM OAKLAND HILTON HOTEL OAKLAND HOUSING AUTHORITY OGDEN CONTRACT INTERIORS ONEILL GLASS INC OREILLY & FAINA GLASS CO INC PACE INC PACIFIC GLAZING CONTRACTORS PACIFIC PERFORMANCE DRYWALL INC. PACIFIC RACING ASSN PACIFIC SEALANTS PACIFIC SHORES CONSTRUCTION PACIFIC WATERPROOFING & REST. INC. PAIGE STRUCTURAL GLASS PARADA PAINTING INC. PATRICK J RUANE INC PATRIOT CONTRACTING INC. PAW ARCHITECTURAL WOODWORK INC. PERFORMANCE CONTRACTING INC. PERFORMANCE WATERPROOFING PERMASTEELISA NORTH AMERICA CO PICONE PAINTERS PICTURE PAINTING & DECORATING INC. PINGUELO CONSTRUCTION PINNACLE INSTALLATIONS INC. PLATINUM CONSTRUCTION PREMIUM GLASS PRO INSTALLATION INC DBA PROSPECTRA PRODUCTS SERVICE & LABOR INC. PROGRESS GLASS PVBS INC. PYRAMID PAINTING INC PYRAMID PAINTING INC. QOL CORP. QUALITY GLASS CO R & I GLASSWORKS R & S GLAZING SPECIALTIES R BROTHERS PAINTING R M R CONSTRUCTION R T WESTERN CONSTRUCTION SERVICES RAFAEL FLOOR COVERING INC RAINBOW WATERPROOFING & RESTORATION RANKER AMG INC RAYMOND-NORTHERN CALIFORNIA INC RECORD AUTOMATIC DOORS INC.
SCHEDULE R. IDENTIFICATION OF RELATED ORGANIZATIONS. - CONTINUEDREDHAWK GLASS INC. REGAL INDUSTRIES INC. RENO'S FLOOR COVERING RENO'S FLOORCOVERING RETAIL STOREFRONT GROUP RFJ INC. DBA MEISWINKEL CO RHODES PAINTING RICHLEN CONSTRUCTION RLM ENTERPRISES ROBERTSON INDUSTRIES/TOT TURF ROCKAWAY CONSTRUCTION INC ROMANO'S PAINTING & HANGING ROYAL GLASS CO INC ROYAL GLASS COMPANY INC ROYALTY PRO PAINTING RT WESTERN INC. RUDOLPH COMMERCIAL INTERIORS RUIZ PAINTING & WALLCOVERING RUSCONI FLOOR CO RUSSELL HINTON COMPANY RUTHERFORD CO. INC. RYNOCLAD INC DBA RYNOCLAD TECHNOLOGI S & R DRYWALL INC S D FLOORING INC. S F HOUSING AUTHORITY S F HOUSING MAINTENANCE S F HOUSING-FORCE ACCOUNT SAMAP USA CORP SAN FRANCISCO HILTON & TOWERS SAN JOAQUIN GLASS SATELLITE PAINTING INC SDV SERVICES INC. SEELE INC. SILICON VALLEY GLASS INC SILVER GLASS & MIRROR CO SIMPSON SANDBLASTING SKYLIGHT TECHNOLOGIES INC. SLATER CUSTOM PAINTING SLING - SHOT DRYWALL SME STEEL CONTRACTORS INC. SMG SOUTHWEST COATINGS INC. SPACETONE ACOUSTICS INC. SPECIALTY FLOORING INC. ST FRANCIS SQUARE APTS INC ST OF CAL DSTR AG ASSN STANDARD DRYWALL INC. STANFORD COURT STAR GLASS CO STAR WALLCOVERINGS STEWARD FLOOR COVERING STOCKHAM CONSTRUCTION STS INC. STUART DEAN SUNSHINE COMMERCIAL CONST INC. SUPERIOR CONTRACTING SVC INC. SURBER DRYWALL CONSTRUCTION SWINERTON BUILDERS T & J FLOORS T & M PAINTING & CONSTRUCTION INC. TEAM GLASS INC TECHNO COATINGS INC THE GLASS MAN THE WESTIN ST FRANCIS THE WRIGHT SOLUTION LLC. TISYS CONSTRUCTION TROYER'S DOOR CONTROL INC. TWIN POST PAINTING & DECORATING LLC U S GLASS & ALUM INC-NEVADA U-NEAC FRAMING & DRYWALL INC. U.S. GLASS INC. U.S.G.A. INC UNION ROLLING DOOR CO. INC UNITED CALIF ACCESS & SEC SYS UNITED CALIFORNIA GLASS & DOOR US NATIONAL CORP US NATIONAL CORP DBA JIMENEZ PTG. CO. VALDEZ PAINTING INC. VALLEY FLOOR COVERING VALLEY GLASS CO VALLEY PRECISION GRADING INC. VALLEY WATERPROOFING INC VETERANS PAINTING CONTRACTOR INC. VPM GENERAL BUILDING LLC WALTERS & WOLF GLASS COMPANY WALTERS & WOLF INTERIORS WEBCOR CONSTRUCTION LP WEISS SHEET METAL/METCOE SKYLIGHT WEST COAST DRYWALL WEST COAST INDUSTRIAL COATINGS INC. WESTERN PARTITIONS INC WESTLAKE VILLAGE APARTMENTS WESTPAC ARCHITECTURAL WHITING GLASS WILSON & HAMPTON PAINTING CONTRACTORS WOODBRIDGE GLASS INC. WORK PRESERVATION FUND INC.