2018-08-09T15:55:34-05:00 2017-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 945834346 990 2017-01-01 943138272 TEAMSTERS MANAGED HEALTH CARE TRUST FUND TEAM 9254263555 PO BOX 757 PLEASANTON CA 945660075 JIM BEARD TRUSTEE 9254263555 2018-08-09 1 JOSEPH M THIERMANN P01066616 9252779100 2017 2022-09-23 18:48:47Z JIM BEARD PO BOX 757 PLEASANTON CA 945660075 93685099 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 79664610 84643574 82259 372757 0 0 79746869 85016331 0 0 76853947 81518375 0 0 0 0 0 1768279 1867087 78622226 83385462 1124643 1630869 20633665 23011595 6751291 7498352 13882374 15513243 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 1 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 2 0 1 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 STACEY 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 1207600 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 ACCOUNTING SERVICE 171579 CHIROMETRICS PO BOX 25220 FRESNO CA 93729 BENEFITS ADMINISTRATION 128210 TEAMSTERS ASSISTANCE PROGRAM 80 SWAN WAY SUITE 320 OAKLAND CA 94621 BENEFITS ADMINISTRATION 101151 4 ER CONTRIBUTIONS 900099 83262238 83262238 PARTICIPANT CONTRIBUTIONS 900099 1265699 1265699 LIQUIDATED DAMAGES 900099 115637 115637 84643574 72194 72194 8969331 8668768 300563 300563 300563 85016331 84643574 0 372757 81518375 1207600 50018 171579 22485 295740 77169 34355 7172 DUES & SUBSCRIPTIONS 960 MISCELLANEOUS EXPENSES 9 83385462 2418628 11586926 191 245252 6690000 7270000 11271883 3891020 252963 18397 20633665 23011595 84000 260654 33291 209298 6634000 7028400 6751291 7498352 X 0 0 0 0 13882374 15513243 13882374 15513243 20633665 23011595 1630869 0 X X 0 1 X 1 0 0 CERTIFICATES OF DEPOSIT 3891020 F 3891020 ACCUMULATED ELIGIBILITY CREDITS 7028400 7028400 X 84993846 0 84993846 22485 22485 85016331 82791923 0 82791923 22485 571054 593539 83385462 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 FISCAL YEARS PRIOR TO 2014. 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 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, 2017, THERE ARE APPROXIMATELY 3 SPONSORING ORGANIZATIONS AND 156 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 KEENAN SUPPLY CHERIN FURNITURE COMPANY DMC INSURANCE ADMINISTRATORS, INC. SCHAEFER COLD STORAGE MCJUNKIN RED MAN CORPORATION MACMURRAY PACIFIC MEYER PLUMBING SUPPLY COMPANY CITY OF TRACY TEAMSTERS RYERSON PPG INDUSTRIES, INC LINDE GAS USA LLC ARYZTA, LLC CLEAR CHANNEL OUTDOOR, INC. OUTFRONT MEDIA SPICERS PAPER, INC. ALBERT PAPER COMPANY MARTIN BROWER CALAVERAS MATERIALS, INC. MARTIN BROWER - CLERICAL TRACY LOGISTICS, LLC CERTAINTEED 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 MORTON SALT INTERNATIONAL KELLOGG USA, INC. SFO SHUTTLE BUS COMPANY 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 - HAYWARD FEDERATED LOGISTICS - UNION CITY KWAJALEIN RANGE SERVICE 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 BROOKS BROTHERS PRUDENTIAL CLEANROOM SERVICES FAIRN & SWANSON, INC. BASF CONSTRUCTION CHEMICALS FOOD EXPRESS, INC. SODEXO, INC. SANTA CLARA VENDING SOLANO GARBAGE - CLERICAL TRACY LOGISTICS - CMSP ARAMARK CLEANROOM SERVICES YOUNG'S MARKET COMPANY EXPRESS DP SERVICE, LLC CALCOT,LTD.-HANFORD WESTERN APPLIANCE AMERIPRIDE UNIFORM SERVICES FARMERS PRODUCE SSA TERMINALS THE J. M. SMUCKER COMPANY NAPA RECYCLING & WASTE SERVICES, LLC SIERRA DENTAL CARE CORE MARK MATHESON, INC- OAKLAND BAY AREA OCS SAN LEANDRO VENDING 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 T & J GRAPHIC ARTS WHEELER - SONOMA PRINTERS THE MERCURY NEWS - DRIVERS 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 BRENNTAG PACIFIC, INC FARMERS RICE COOPERATIVE SENTINEL TRANSPORTATION DAVIS INSTRUMENTS AMPCO - OAKLAND AIRPORT MV TRANSPORTATION - LIVERMORE HERTZ - RENT A CAR DOUGLAS PARKING LLC VALET HOSPITALITY SERVICE - JLS ALUM ROCK USD - ARUSD SACRAMENTO LOGISTICS GMD - RECEIVING SACRAMENTO LOGISTICS GMD- WAREHOUSE 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 HAIGHT STREET GARAGE MISSION LINEN SUPPLY - DRIVERS CORRUGATED PACKAGING PRODUCTS, INC MCKEVITT VOLVO / CHRYSLER CERTAINTEED - FREMONT MISSION LINEN SUPPLY - BAKERSFIELD MISSION LINEN SUPPLY - FRESNO MISSION LINEN SUPPLY - MODESTO MISSION LINEN SUPPLY - SACRAMENTO TRANSDEV - NAPA HERTZ - SACRAMENTO R & K INDUSTRIAL PRODUCTS - NON UNION LOOP TRANSPORTATION - FB MV TRANSPORTATION - PRESIDIO MISSION LINEN SUPPLY - INDUSTRIAL RIGHT AWAY REDY MIX-BRENTWOOD MV TRANSPORTATION - HALF MOON BAY WEDRIVEU - FB BRANNON EQUIPMENT REPUBLIC SERVICES COMPASS TRANSPORTATION WESTSIDE BUILDING MATERIAL CORP. 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 RIGHT AWAY REDY MIX-UNION CITY WEDRIVEU - LINKEDIN/TWITTER DOUGLAS PARKING - STANFORD