WELFARE FUND LOCAL NO16 I A T S E: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WELFARE FUND LOCAL NO16 I A T S E (EIN 94-6138741)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-10
- IRS object ID
- 201833149349300618
- Schema version
- 2017v2.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-10T13:44:18-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522385296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946138741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELFARE FUND LOCAL NO 16 IATSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELF | BusinessNameControlTxt |
| Phone | 9252089999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE LUTGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9252089999 | PhoneNum |
| Signature | 2018-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE S BAKER | PreparerPersonNm |
| PTIN | P01452246 | PTIN |
| Phone | 9252779100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.7.226.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-10 | IPDt |
| IP Tm | 11:44:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D85FB602DC4FA66F28A631CB81EF53DF59ECABFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IATSE LOCAL 16 HEALTH AND WELFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE LUTGE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,034,574 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LOCAL16.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,897,593 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,801,416 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,288 | PYInvestmentIncomeAmt |
| CY Investment Income | $233,158 | CYInvestmentIncomeAmt |
| PY Other Revenue | $178 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,088,059 | PYTotalRevenueAmt |
| CY Total Revenue | $17,034,574 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $12,438,503 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $17,974,492 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $612,965 | PYOtherExpensesAmt |
| CY Other Expenses | $839,252 | CYOtherExpensesAmt |
| PY Total Expenses | $13,051,468 | PYTotalExpensesAmt |
| CY Total Expenses | $18,813,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,036,591 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,779,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,614,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,292,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,978,344 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,573,147 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,313,729 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 464 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252089999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY SUITE 200 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| GREG HOLLAND | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DEBRA BERNARD | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JAMES BEAUMONTE | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| STEVE LUTGE | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT A HOUGHTON | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| KENNETH RYAN | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| LANCE HUGHSTON JR | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| BOB SAUTER | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | |||||
| PAID BY RELATED ORGANIZATIONS | 0.00 | Yes (X) | $0 | $1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS | |||||
| 7180 KOLL CENTER PKWY STE 200 | PLEASANTON | CA | 94566 | THIRD PARTY ADMINISTRATOR | $276,916 |
| ANTHEM BLUE CROSS | |||||
| 2121 N CALIFORNIA BLVD 700 | WALNUT CREEK | CA | 94596 | CLAIMS ADMINISTRATION FEES | $247,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $13,192,935 | $13,192,935 |
| STOP LOSS REIMBURSEMENT | 525100 | $2,608,742 | $2,608,742 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $716,192 | $716,192 |
| PRESCRIPTION REBATES | 525100 | $192,990 | $192,990 |
| MEDICARE PART D SUBSIDY | 525100 | $90,557 | $90,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,801,416 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $233,158 | TotalRevenueColumnAmt |
| Exclusion | $233,158 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,034,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,801,416 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $233,158 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,974,492 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,958 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,176 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,735 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,499 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,262 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,991 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,319 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,312 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,813,744 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,930,822 | BOYAmt |
| EOY | $3,329,628 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,056 | BOYAmt |
| EOY | $1,877,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,735 | BOYAmt |
| EOY | $14,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,965,397 | BOYAmt |
| EOY | $6,182,173 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,473 | BOYAmt |
| EOY | $888,560 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,614,483 | BOYAmt |
| EOY | $12,292,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,336 | BOYAmt |
| EOY | $2,330,344 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,648,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,336 | BOYAmt |
| EOY | $5,978,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,573,147 | BOYAmt |
| EOY | $6,313,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,573,147 | BOYAmt |
| EOY | $6,313,729 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,614,483 | BOYAmt |
| EOY | $12,292,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,779,170 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $221,152 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$4,701,400 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIVE TRUST FUND | Desc |
| Book Value | $888,560 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $888,560 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCUMULATED ELIGIBILTY CREDITS | Desc |
| Amt | $3,648,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,648,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,243,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $221,152 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $221,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,022,075 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,499 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,499 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,034,574 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,542,645 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,542,645 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,499 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,258,600 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,271,099 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,813,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUST HAS CONTRACTED WITH BENESYS ADMINISTRATORS 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 PART-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 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, 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| IATSE LOCAL 16 PENSION PLAN | ||||||||||
| 240 2ND STREET | SAN FRANCISCO | CA | 94105 | 946296420 | PENSION PLAN | CA | 501(A) | N/A | N/A | 0 |
| IATSE LOCAL 16 TRAINING TRUST FUND | ||||||||||
| 240 2ND STREET | SAN FRANCISCO | CA | 94105 | 616335362 | TRAINING FUND | CA | 501(C)(9) | N/A | N/A | 0 |
| INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 16 | ||||||||||
| 240 2ND STREET | SAN FRANCISCO | CA | 94105 | 940921920 | LOCAL UNION | CA | 501 (C) (5) | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | 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 221 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATBASE 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. 1540 PRODUCTIONS/CONCEPT SERVICES 20TH CENTURY FOX TELEVISION/EP 32TEN KERNER BOULEVARD STUDIOS, INC/CAPS 32TEN STUDIOS / CAPS A TRIVISION PRODUCTION/THE TALENT FUND PC-80 - ACADEMY THEATRICAL LIGHTING, INC. ACME SCENERY COMPANY ADAM BOMB PRODUCTIONS AEG MANAGEMENT OAKLAND, LLC AESTHETIC VISUAL SOLUTIONS/THE TALENT FUND ALL STAR GROUP/ THE TALENT FUND ALLIANT EVENT SERVICES/THE TALENT FUND AMERICAN AUDIO-VISUAL CENTER AMERICAN CONSERVATORY THEATER ANDERSON AV RENTALS/THE TALENT FUND ANOTHER PLANET ENTERTAINMENT/TALENT FUND ASCE/ SF PERFORMING ARTS ASSEMBLY FILMS, INC. ATL (ACADEMY THEATRICAL LIGHTING) EVENTS AUDIO VISUAL SERVICES UNLIMITED AUDIO XL/THE TALENT FUND AV DIMENSIONS/THE TALENT FUND AVX AUDIO VISUAL/THE TALENT FUND AXS TV (AKA -HDNET LLC)- THE TALENT FUND B-REEL FILMS, INC BBI ENGINEERING, INC. BELIEVE MEDIA/CAPS UNIVERSAL BEYOND PIX/ THE TALENT FUND BIG INDIE - BEAUTIFUL BOY/EP BISCUIT FILLMWORKS LLC/CAPS BLACK POINT PROD/ TALENT FUND BRIGHTSOURCE/THE TALENT FUND BUTLER & ASSOC/THE TALENT FUND CADMIUM CD CAPS INC DBA UNIVERSAL PAYMENT DBA OLYMPIC PARTNER CAST AND CREW CAVIAR CONTENT/CAPS CHARLIE COMPANY CORP/CAPS CIRQUE DU SOLEIL AMERICA, INC CITY ARTS/THE TALENT FUND CITY BALLET SCHOOL, LLC/PATSEL, KENNETH CLARITY TECH SOLUTIONS/ THE TALENT FUND CLOSE UP PRODUCTIONS/THE TALENT FUND CMI COMMUNICATIONS / UNION PAYROLL CMS PRODUCTIONS/CAPS COAST TO COAST PRODUCTION MGMT COLOSSAL CLUSTERFEST/ THE TALENT FUND COMPANY FILMS/FSI CONCEPT SERVICES LLC CORPORATE AV PRODUCTIONS/ THE TALENT FUND CORPORATE MANAGEMENT SOLUTIONS INC/FORWARD PCA COW PALACE/#1A DIST AGRI ASSN CREATIVE TECHNOLOGY GROUP/DBA AVTS CURRAN LIVE/ CONCEPT SERVICES DC INTERPRETATION/THE TALENT FUND DIVERSIFIED STAGE DODD TECHNOLOGIES DOOMSDAY ENTERTAINMENT/CAPS DTC GRIP & ELECTRIC, INC. E2 OPEN, LLC - THE TALENT FUND ECLIPSED SF, LLC EMOTION STUDIOS INC. EMPLOYEE LEASING SOLUTIONS INC/TEAM ENCORE EVENT TECHNOLOGIES INC FKA AVT EVENT ENHANCED LIGHTING/ THE TALENT FUND ENTERTAINMENT PARTNERS EVENT PRODUCTIONS INC EVENT TECHNOLOGIES EXTREME REACH TALENT, INC FILM 49 PRODUCTIONS / EP FILM COMMERCIAL CA INC FILM STAGE & SHOWBIZ EXPO/THE TALENT FUND FLEXVISUAL INC/THE TALENT FUND FMAV/THE TALENT FUND FORT MASON CENTER FORWARD PROCESSING CA INC FOUR MOON PRODUCTIONS/THE TALENT FUND FREEMAN AUDIO VISUAL SOLUTIONS INC. FRISCHKORN AUDIO VISUAL FULL MOON FILMS INC/NCI PROCESSING GES - GLOBAL EXPERIENCE SPECIALISTS, INC. GLP CREATIVE/MAIN PROCESSING INC. GOLDEN STATE SOUND HALLWAY PRODUCTIONS/UNION PAYROLL HARTMANN STUDIOS, INC. HOLZMUELLER CORPORATION HORIZON SCRIPTED TELEVISION/C&C HUGHSTON ENGINEERING ICONOCLAST CONTENT, INC/CAPS IDEAS SPECIAL EVENTS CO. IMAGES AUDIOVISUALS/THE TALENT FUND IMMERSIVE ENVIRONMENTS/CONCEPT SERVICES INC IMPACT ENTERTAINMENT/ TALENT FUND IMPACT LIGHTING INC IMPERIAL WOODPECKER/CAPS INDIEPAY, LLC. INTO THE WOODS ISLAND CREATIVE MANAGEMENT JCD ATMOSPHERICS, INC/CONCEPT SERVICES INC JHE PRODUCTION GROUP/ THE TALENT FUND JSTRYKER/THE TALENT FUND JUST HAPPY DBA CARUSO COMPANY/THE TALENT FUND KALEIDOSCOPE PRODUCTIONS KFJ PRODS LLC/UNTITLED OAKLAND PROJECT/ C&C KONTENT FILMS L.O.Z. PRODUCTIONS, INC. / C&C LABOR RESOURCE MANAGEMENT INC. LIGHTSWITCH/CONCEPT SERV. PAYROLL LIVE BOX DIGITAL LLC LIVE NATION LIVE NATION/FILLMORE LMG TECHNICAL SERVICES, LLC LOGIC SYSTEMS PROD/THE TALENT FUND LUCKY FOOT PRODUCTIONS/MAIN PROCESSING INC LUMENS/THE TALENT FUND MAC PRODUCTIONS/THE TALENT FUND MACRO PRODUCTIONS / UNION PAYROLL MAGNETIC IMAGE VIDEO MAIN PROCESSING INC. MARIN SYMPHONY ASSOCIATION MARINES MEMORIAL THEATRE MC CUNE AUDIO VISUAL/SHEPARD AV MEETING SERVICES INC MEETING SERVICES INC/UNION PAYROLL MODOP FILMS/EP MORTIN, JANKEL, ZANDER/FPS MOXIE PICTURES INC/CAPS UNIVERSAL MPG-MULTIMEDIA PR/THE TALENT FUND MUNDAY AND COLLINS/THE TALENT FUND MUSE MEDIA CENTER, INC. MUSSON THEATRICAL NMR, INC. / CAPS OAKLAND MOVING PICTURES, LLC/C&C ON SERVICES, A GES COMPANY OUTSIDE LANDS/THE TALENT FUND PAEINC CORP PALACE FINE ARTS LEAGUE, INC. PARADIGM PROD GROUP/THE TALENT FUND PARADIGM STUDIOS, INC. PARAMOUNT PICTURES/C&C PARK PICTURES LLC/CAPS PECUBU PRODUCTIONS, INC./CAPS PLAN - IT INTERACTIVE PLEIN SOLEIL INC/NCI PROCESSING INC PRESENTATION SERVICES PRO AUDIO VIDEO RENT PRO PROD. PRO AV/ UNION PAYROLL AGENCY PRO HOME SYSTEMS PRO MEDIA/SERB SYSTEMS, INC. PRODUCTION ALLIANCE GRP/THE TALENT FUND PRODUCTION PLUS TECHNOLOGIES/UNION PAYROLL PRODUCTION RESOURCE GROUP/CONCEPT SERVICES PRODUCTION SUPPORT SERVICES PROFESSIONAL SOUND PROD/THE TALENT FUND PROJECTION PRESENTATION TEC PYM PARTICLES PRODUCTIONS II, LLC/C&C RENT-A-COMPUTER DBA CCT TECH/MENLO EVENT SERVICES RICK HERNS PRODUCTIONS/THE TALENT FUND RIVERVIEW SYSTEMS GROUP ROCKET SCIENCE ROMAN HOLIDAY SAN MATEO COUNTY EXPO CENTER SANCTUARY CONTENT INC/ CAPS SANTA ROSA SYMPHONY SATIS & FY LLC/UNION PAYROLL AGENCY SCIENCE NORTH/EP SEAMLESS SHOW/ THE TALENT FUND SF BALLET ASSOCIATION SF OPERA ASSOCIATION SF PERFORMING ARTS CENTER SF SYMPHONY ASSOCIATION SHORENSTEIN HAYS-NEDERLANDER SHOW GEAR PRODUCTIONS/THE TALENT FUND SHOWTIME PICTURES DEVELOPMENT/EP SIDESTREET ENTERTAINMENT INC/C&C SLIM PICTURES/CAPS SMART SOURCE RENTALS/ THE TALENT FUND SMARTSOURCE/THE TALENT FUND SMG FACILITY SERVICES LLC SOMETHING DEAL, INC DBA M SS NG P ECES/CAPS SONIC FOUNDRY/THE TALENT FUND SOUND ON STAGE, INC. STAGE CALL, INC. STANFORD/CONCEPT SERVICES STATION FILM/CAPS STREAM VPG/THE TALENT FUND STUN CREATIVE/TEAM SERVICES ENTERTAINMENT & MEDIA SULLIVAN PRODUCTIONS/THE TALENT FUND TAYLOR STREET PRODUCTION/ TALENT FUND TELEPROS/THE TALENT FUND TERRAMAR CREATIVE/THE TALENT FUND THE ADMIN AWARDS/THE TALENT FUND THE AV GUYS/THE TALENT FUND THE BIG PICTURE FILM & VIDEO THE LITTLE GIANT LIGHTING & GRIP CO THE TALENT FUND THEATRICAL RESOURCES/C&C TOOL OF NO AMERICA/CAPS TREASURER COUNTY OF MARIN TREEHOUSE DESIGN/ISLAND CREATIVE MANAGEMENT TS PRODUCTIONS/THE TALENT FUND TVM PRODUCTIONS / EP TWIGHLIGHT DESIGN LLC/THE TALENT FUND TWILIGHT DESIGN/MILLS, JEFFRY TWILIGHT DESIGN/THE TALEN FUND UNPRONOUNCEABLE PRODUCTIONS, LLC / C&C UTP PRODUCTIONS, INC. VAI DBA WORLDSTAGE/ TEAM VCI EVENT TECHOLOGY/THE TALENT FUND VIDEOLOGY/THE TALENT FUND VILLAN DESIGN STUDIOS VILLAN PRODUCTIONS VIVID LIFE PRODUCTIONS/THE TALENT FUND WALK DON'T RUN PRODUCTIONS LLC/EP WELLS FARGO CENTER WONDROS/AKA HUNGRY HEART/CAPS WOODBRIDGE PRODUCTIONS LTD WORLD WAR SEVEN STUDIOS/CAPS WORRY FREE, LLC/ GREENSLATE, LLC YARD DOG TV / CAPS YERBA BUENA CENTER FOR THE ARTS | ExplanationTxt |