2017-05-11T17:21:01-05:00 2016-06-30 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 10005 990 2015-07-01 946068578 ILWU-PMA WELFARE TRUST % ILWU-PMA BENEFIT PLANS OFFIC ILWU 4156738500 1188 FRANKLIN STREET STE 300 Suite SAN FRANCISCO CA 94109 JOHN W BARTON EXECUTIVE DIRECTOR 4156738500 2017-05-11 true TRAVIS L PATTON P00369623 2024141000 2015 2021-01-29 14:40:06Z JOHN W BARTON 1188 FRANKLIN ST STE 300 SAN FRANCISCO CA 94109 755143451 false X N/A X 1950 CA PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 55,427 PARTICIPANTS AND DEPENDENTS 6 6 56 6 0 0 0 676227796 755092014 44478 51437 0 0 676272274 755143451 0 0 605554197 713084002 4730389 4964971 0 0 0 38128153 36776718 648412739 754825691 27859535 317760 188106783 181381439 97392768 77430508 90714015 103950931 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 55,427 PARTICIPANTS AND DEPENDENTS false false PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 55,427 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 256 0 true 56 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 true 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 20.0 0.0 X 0 0 0 JAMES C MCKENNA EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 RAY ORTIZ JR UNION TRUSTEE (UNTIL 10/5/15) 20.0 0.0 X 0 0 0 F PONCE DE LEON III UNION TRUSTEE (AS OF 10/5/15) 20.0 0.0 X 0 0 0 ROBERT STEPHENS EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 LEAL SUNDET UNION TRUSTEE (UNTIL 10/5/15) 20.0 0.0 X 0 0 0 MICHAEL WECHSLER EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 CAMERON WILLIAMS UNION TRUSTEE (AS OF 10/5/15) 20.0 0.0 X 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 35.0 0.0 X 216532 0 58448 SAMUEL ALVARADO AREA WELFARE DIRECTOR 35.0 0.0 X 174832 0 66109 JOE CABRALES AREA WELFARE DIRECTOR 35.0 0.0 X 172452 0 63908 JACQUELINE CUMMINGS COAST DIRECTOR AND ADRP REP. 35.0 0.0 X 171775 0 64615 HUNNY POWELL ADRP REPRESENTATIVE 35.0 0.0 X 172988 0 63913 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 35.0 0.0 X 175162 0 63361 1083741 0 380354 35 false true false ZENITH AMERICAN SOLUTIONS 18861 - 90TH AVENUE STE A MOKENA IL 60448 ADMINISTRATIVE FEES 26075325 INNOVATIVE CARE MANAGEMENT PO BOX 22346 PORTLAND OR 97269 CNSLTG SRVS/MED REV 2185410 SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DR CHICAGO IL 60693 LEGAL SERVICES 1736062 BLUE SHIELD OF CALIFORNIA FILE 55331 LOS ANGELES CA 900745331 ADMINISTRATIVE FEES 1601829 LEONARD CARDER LLP 1188 FRANKLIN STREET STE 201 SAN FRANCISCO CA 94109 LEGAL SERVICES 1506397 17 0 CONTRIBUTIONS - EMPLOYERS 525920 731709936 731709936 CONTRIBUTIONS - EMPLOYEES 525920 14066840 14066840 MEDICARE PART D SUBSIDY 525920 9259530 9259530 CONTRIBUTIONS - SELF PAY 525920 55708 55708 755092014 51437 51437 0 0 0 0 0 0 0 0 0 0 755143451 755092014 51437 0 0 0 713084002 274980 0 2453425 605269 1417204 214093 0 4670314 378248 0 0 0 2287548 0 773794 0 0 286668 66790 0 0 0 0 0 401319 BENEFIT ADMIN EXPENSE 25724163 AFFORDABLE CARE ACT FEES 567004 ALCOHOL & DRUG RECOVERY PRGM 1290722 EQUIPMENT & MAINTENANCE 251495 78653 754825691 0 0 0 0 0 7405890 15034719 0 0 167412214 139549448 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13288679 26797272 188106783 181381439 97392768 77430508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 97392768 77430508 X 0 0 0 0 90714015 103950931 90714015 103950931 188106783 181381439 X 317760 12919156 X false true X true false MED PART D SUB REC/OTHER ASSET 26797272 26797272 0 0 X 755143451 755143451 755143451 754825691 754825691 754825691 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 SERVICES. AS OF JUNE 30, 2016, PLAN MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2012. X false false false SAMUEL ALVARADO AREA WELFARE DIRECTOR 164938 0 0 0 9894 0 31890 0 34219 0 240941 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 216077 0 0 0 455 0 38894 0 19554 0 274980 0 0 0 JOE CABRALES AREA WELFARE DIRECTOR 164937 0 0 0 7515 0 29689 0 34219 0 236360 0 0 0 JACQUELINE CUMMINGS COAST DIRECTOR AND ADRP REP. 166634 0 0 0 5141 0 30396 0 34219 0 236390 0 0 0 HUNNY POWELL ADRP REPRESENTATIVE 164846 0 0 0 8142 0 29694 0 34219 0 236901 0 0 0 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 161780 0 0 0 13382 0 29142 0 34219 0 238523 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 2015 FORM 990 FOR THE ILWU-PMA WELFARE PLAN. THE BENEFITS PLAN OFFICE FILED THE FORM 990 WITH THE IRS. PART VI, LINE 12C: THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH TRUSTEE AND ANY OTHER INDIVIDUAL WHO MAY BE SUBJECT TO THE POLICY. THEY ARE REQUIRED TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH INDIVIDUAL HAS: 1.) RECEIVED A COPY OF THE POLICY; 2.) READ AND UNDERSTANDS THE POLICY; AND 3.) AGREES TO COMPLY WITH THE POLICY. OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. ANY ARRANGEMENT OR TRANSACTION ENTERED INTO DURING THE YEAR THAT COULD GIVE RISE TO A CONFLICT NEEDS TO BE BROUGHT TO THE ATTENTION OF THE BOARD. IF AFTER ENTERING INTO THE TRANSACTION OR ARRANGEMENT 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 CIRCUMSTANCES. 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. THE CONFLICT OF INTEREST POLICY IS AVAILABLE 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: DECREASE IN ACCOUNTS CURRENTLY PAYABLE $12,919,156. 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