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TEAMSTER BENEFIT TRUST: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TEAMSTER BENEFIT TRUST (EIN 94-2848389)
Tax period
2014-10-01 to 2015-09-30
Filed
2017-07-11
IRS object ID
201741929349300539
Schema version
2014v6.0
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)
Return2017-07-11T13:26:26-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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
ZIP945834346ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942848389EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS BENEFIT TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone5107964676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 5820AddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94537ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH FLEMINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5107964676PhoneNum
Signature2017-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA R ROSTERPreparerPersonNm
PTINP01317380PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerROME ALOISEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 5820AddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94537ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$295,373,744GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TEAMSTERSBENEFITTRUST.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1982FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$911TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$278,637,908PYProgramServiceRevenueAmt
CY Program Service Revenue$290,536,192CYProgramServiceRevenueAmt
PY Investment Income$5,678,721PYInvestmentIncomeAmt
CY Investment Income$4,765,339CYInvestmentIncomeAmt
PY Other Revenue$5,627PYOtherRevenueAmt
CY Other Revenue$72,213CYOtherRevenueAmt
PY Total Revenue$284,322,256PYTotalRevenueAmt
CY Total Revenue$295,373,744CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$251,515,692PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$270,586,864CYBenefitsPaidToMembersAmt
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$9,162,126PYOtherExpensesAmt
CY Other Expenses$10,738,473CYOtherExpensesAmt
PY Total Expenses$260,677,818PYTotalExpensesAmt
CY Total Expenses$281,325,337CYTotalExpensesAmt
PY Revenues Less Expenses$23,644,438PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,048,407CYRevenuesLessExpensesAmt
Total Assets BOY$231,422,836TotalAssetsBOYAmt
Total Assets EOY$243,690,333TotalAssetsEOYAmt
Total Liabilities BOY$34,186,340TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,752,086TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$197,236,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$206,938,247NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PLAN PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.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 SecYes (1)ReportInvestmentsOtherSecInd
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 Document2032IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Members13GoverningBodyVotingMembersCnt
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 Committees0MinutesOfCommitteesInd
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 Line1LIPMAN INSURANCE ADMINISTRATORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5107964676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139420 LIBERTY ST SUITE 260AddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
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
WILLIAM ALBANESE
TRUSTEE1.00Yes (X)$0$0$0
KEITH FLEMING
TRUSTEE5.00Yes (X)$0$0$0
RICHARD JORDAN
TRUSTEE1.00Yes (X)$0$0$0
JEANETTE PAIGE
TRUSTEE1.00Yes (X)$0$0$0
RICHARD MURPHY
TRUSTEE1.00Yes (X)$0$0$0
BILL ROSSI
TRUSTEE1.00Yes (X)$0$0$0
ROME ALOISE
TRUSTEE5.00Yes (X)$0$0$0
LARRY DAUGHERTY
TRUSTEE1.00Yes (X)$0$0$0
DON E GARCIA
TRUSTEE1.00Yes (X)$0$0$0
BILL HOYT
TRUSTEE1.00Yes (X)$0$0$0
RON PAREDES
TRUSTEE1.00Yes (X)$0$0$0
CHRIS SERVI
TRUSTEE1.00Yes (X)$0$0$0
SAM ROSAS
TRUSTEE (PAST)1.00Yes (X)$0$0$0
ROBERT MORALES
TRUSTEE (PAST)1.00Yes (X)$0$0$0
CARLOS BORBA
TRUSTEE1.00Yes (X)$0$0$0
SEE SCHEDULE O FOR COMPENSATION
PAID BY RELATED ORGANIZATIONS0.00Yes (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
LIPMAN INSURANCE ADMINISTRATORS INC
39420 LIBERTY STREET SUITE 260FREMONTCA94538ADMINISTRATOR$6,144,179
BLUE CROSS
21555 OXNARD STREET AC-1JWOODLAND HILLSCA91367COST CONTAINMENT$641,527
LINDQUIST LLP
5000 EXECUTIVE PARKWAY SUITE 400SAN RAMONCA94583AUDIT SERVICES$332,090
TEAMSTERS ASSISTANCE PROGRAM
300 PENDLETON WAYOAKLANDCA946212109EMPLOYEE ASSISTANCE SERVICES$251,122
BEESON TAYER & BODINE
ROSS HOUSE 483 NINTH ST 2ND FLOOROAKLANDCA94607LEGAL SERVICES$247,045
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$275,030,306$275,030,306
PARTICIPANT CONTRIBUTIONS900099$12,482,880$12,482,880
EXPERIENCE RATED REFUNDS900099$1,242,181$1,242,181
MEDICARE PART D SUBSIDY900099$954,445$954,445
STOP LOSS REFUNDS900099$750,543$750,543

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,837TotalRevenueColumnAmt
Related Or Exempt Func Income$75,837RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$290,536,192TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,765,339TotalRevenueColumnAmt
Unrelated Business Revenue-$911UnrelatedBusinessRevenueAmt
Exclusion$4,766,250ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$72,213TotalRevenueColumnAmt
Related Or Exempt Func Income$72,213RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$72,213OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,373,744TotalRevenueColumnAmt
Related Or Exempt Func Income$290,608,405RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$911UnrelatedBusinessRevenueAmt
Exclusion$4,766,250ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$270,586,864TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,416,380TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$325,169TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$423,593TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$522,626TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,938,809TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$299,897TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$55,408TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71,487TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
AFFORDABLE CARE ACT FEE$557,602
MISCELLANEOUS EXPENSE$127,502

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$281,325,337TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$831,109BOYAmt
EOY-$950,626EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,390,299BOYAmt
EOY$7,317,618EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,372,044BOYAmt
EOY$25,218,490EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$946,418BOYAmt
EOY$957,552EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$123,716,573BOYAmt
EOY$124,320,453EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$73,367,411BOYAmt
EOY$86,365,646EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$461,200BOYAmt
EOY$461,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$231,422,836BOYAmt
EOY$243,690,333EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,420,313BOYAmt
EOY$15,353,208EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$391,227BOYAmt
EOY$355,178EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,374,800BOYAmt
EOY$21,043,700EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,186,340BOYAmt
EOY$36,752,086EOYAmt
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$197,236,496BOYAmt
EOY$206,938,247EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$197,236,496BOYAmt
EOY$206,938,247EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$231,422,836BOYAmt
EOY$243,690,333EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,048,407ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,346,656NetUnrlzdGainsLossesInvstAmt
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 Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIPS$83,961,186F
LIMITED LIABILITY COMPANY$2,404,460F
FieldValueIRS element (for citing)
Total Book Value Securities$86,365,646TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCUMULATED ELIGIBILITY CREDITSDesc
Amt$21,043,700Amt
FieldValueIRS element (for citing)
Total Liability$21,043,700TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$290,504,462TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,346,656NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,346,656RevenueNotReportedAmt
Revenue Subtotal$294,851,118RevenueSubtotalAmt
Investment Expenses Not Incld$522,626InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$522,626RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$295,373,744TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$278,241,410TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$278,241,410ExpensesSubtotalAmt
Investment Expenses Not Incld2$522,626InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,561,301OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,083,927ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$281,325,337TotalExpensesPerForm990Amt

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 SEPTEMBER 30, 2015, 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 2012.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE TRUST HAS CONTRACTED WITH LIPMAN INSURANCE ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CAT LEAST ONCE A YEAR, TRUSTEES AND OTHER FIDUCIARIES SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO THE CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED. THE TRUSTEE OR OTHER FIDUCIARY WITH THE CONFLICT OF INTEREST MUST BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION AND THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO INFLUENCE THE BOARD'S DECISION IN ANY WAY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS 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, LIPMAN INSURANCE ADMINISTRATORS.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
FORM 990, PART V, LINE 2A:THE PLAN DOES NOT HAVE EMPLOYEES. HOWEVER, CERTAIN PARTICIPANTS OF THE PLAN RECEIVED A FORM W-2 FOR TAXABLE DOMESTIC PARTNER BENEFITS.
FORM 990, SECTION B:THE PLAN'S 2014 FORM 990 WAS AMENDED TO REFLECT $911 NET OPERATING LOSS FROM UNRELATED BUSINESS ACTIVITY. PART I, LINE 7A AND PART VIII, LINES 3 AND 12 HAVE BEEN REVISED TO REFLECT THE NET OPERATING LOSS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SEE EXPLANATION AT PART VIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesVARIOUSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Controlled OrganizationYes (1)ControlledOrganizationInd
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

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SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS (CONTINUED):URBAN ART LITHOGRAPHY VACAVILLE SANITARY SERV VALVERDE CONSTRUCTION VANGUARD CONSRUCTION VULCAN MATERIALS COM PA W R FORDE ASSOCIATES WATTIS CONSTRUCTION CO I WEST CC SANITARY LANDFILL WEST COAST REC ACCT CLRIC WEST COAST WATER & TRUC WEST COUNTY RESOURCE RE WEST COUNTY RESOURCE RE WEST VALLEY COLLECTION WEST VALLEY CONSTRUCTIOI WESTERN APPLIANCE CO WESTROCK WESTSIDE BUILDING MATERI WHITE BROTHERS WILLWORK, INC EXHIBIT SER WILSON WAY TIRES YOUNG'S MARKET YRC FREIGHT
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 SEPTEMBER 30, 2015, THERE ARE APPROXIMATELY 291 CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND SPONSORING ORGANIZATIONS, 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 EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A. TEICHERT & SON, INC. ABC EXPO SERVICES, LLC ABF FREIGHT SYSTEM, INC ABS PAYROLL / DWYER PROD AESTHETIC VISUAL PROD. AGUILAR TRUCKING AIR CONDITIONING CO, INC AIR LIQUIDE AMERICA CORP ALLIANCE GRAPHICS/MECA ALLIED BOX & EXCELSIOR ALLIED WASTE PLATFORM ALLIED WASTE/ DRIVERS ALLIED WASTE/ SANTA CLAR ALPHA PRESS, INC. ALSCO ALTA WESTSIDE BLDG MAT ANDREINI BROTHERS, INC. ANNUZZL'S CONCRETE SERV. ANOZIRA, INC. ARAMARK UNIFORM SERV(51) ARATA EXPOSITIONS, INC ARB LOCAL 431 ARGONAUT CONSTRUCTORS B K MILL & FIXTURE BAE SYS SF SHIP REPAIR BAKEMARK USA LLC BAUMAN LANDSCAPE, INC. BAY AREA PAVING CO. BAY AREA TRAFFIC SOL. INC BAY CITIES PAVING & GRADI BAY CITIES REFUSE SERVICE BAY COUNTIES WASTE SERV BAY VIEW REFUSE & RECYCLI BERKELEY FARMS LO 517 BERONIO LUMBER CO BFL-OX MOUNTAIN LANDFILL BLACK POINT PRODUCTIONS BLAINE CONVENTION SERVIC BRANNON EQUIP AND LEASLL BRUCE CARONE GRADING& P BRW USA, LLC C.F. ARCHIBALD PAVING, IN CAL VALLEY CONSTRUCTION CALIF LABOR FED, AFL-CIO CALIF TEAMSTERS PUB AFFRS CALIF WASTE SOL-CLERICAL CALIFORNIA GLASS COMPAN CALIFORNIA TRADE BINDERY CAPS / ACNE MEDIA INC CARONE & COMPANY, INC CARPENTER RIGGING L0278S CAST & CREW / ADALINE PRD CEMEX CENTRAL CONCRETE SUPPLY CHALLENGE DAIRY PRODUCT: CHANNEL LUMBER CO CHAUFFEURS, TMSTRS & HEL CHERNE CONSTRUCTION CO CHUCK MACK AND ASSOCIAT CITY OF YAKIMA POLICE COCA COLA BOTILING CO CONCEPT SERVICES CONCORD DISPOSAL SERVICE CONSOLIDATED PRINTING CO CONTRA COSTA BUILDING CT COZART BROTHERS, INC CURTIN CONVENTION CZARNOWSKI EXHIBIT DALY CITY SCAVENGER CO, I DARLING INTERNATIONAL, IN DHL WORLDWIDE DINWIDDIE CONSTRUCTION I DRAGADOS/FLATIRON/JV DUMBARTON QUARRY ASSOI EAGLE DISTRIBUTION EAGLE SYSTEMS EARLE M JORGENSEN CO EASE ENTRTNMNT/LSF PROD EAST BAY FORKLIFT EAST BAY RESTAURANT SUPP EAST BAY SANITARY COMPM ECONOMY LUMBER CO EMPLOYCO SERVICES, INC ENGEL & GRAY TRUCKING ENGINEERED CONCRETE PLAC EP / DIARY THE MOVIE EVENT PRODUCTIONS, INC FANFA, INC. FERMA CORPORATION FISHER SAND & GRAVEL FLOYD JOHNSTON CONST. CO FORCE COM / BOXER FILMS FORWARD PROC / CMS PROD FOSTER FARMS - HAYWARD FREEMAN DECORATING CO FREMONT UNIVERSAL TRANS FSI / BOXER FILMS G&C/APS JOINT ADVENTURE G. BORTOLOTIO & COM PAN' GALLADE CHEMICAL, INC GALLO SALES COMPANY GANDOLFO EXCAVATING, INC GARDEN CITY SAN-CLERICAL GES, INC GHILOTII BROTHERS, INC GHILOTII CONSTRUCTION CO GILLIG CORPORATION GILLIS & LANE, INC GLOBE - BAY AREA FORKLIFT GOLDEN GATE DISPOS & REC GOODFELLOW TOP GRADE CC GRANITE CONSTRUCTION CO GRANITE ROCK BERRYESSA28 GREEN TEAM OF SAN JOSE GREIF BROTHERS CORP HALF MOON BAY GRADING & HANSON AGGREGATES MID-F HAROLD SMITH & SONS, INC HILL BROTHERS CHEMICAL CC IBT - ACTIVES IEDA INTERSTATE GRADING & PAVING J & M, INC. J F C INTERNATIONAL, INC JARRETT, INC. JAY N ENTERPRISES JBS BAKESERVICE JERRY THOMPSON & SONS JOANN'S WATER TRUCK SERV KATCH ENVIRONMENTAL KIEWIT INFRA WEST CO. KIRK XPEDX PACKAGING KNIFE RIVER CONSTRUCTION LABOR MARKET LARSEN BROS, INC LAWSON DRAYAGE, INC LEONARD TRANSPORT, LLC LIPMAN INSURANCE ADMIN LITHOGRAPH REPROD. INC. LITHOTYPE COMPANY, INC. LUND CONSTRUCTION M.F. MAHER, INC. MAGGIORA & GHILOTTI INC MAIN COMM / STATE LINE MARIN SANITARY SERVICE MATERIAL RECOVERY SYSTEIV MAXUM EXPO SERVICES MCGUIRE AND HESTER MEDIA SERV / COLONY MEDIA SERV / KABOOM MERCER FRASER COMPANY MISSION TRAIL - CLERICAL MON ROC ADMINISTRATORS MONTEREY MECHANICAL CO. MOUNTAIN CASCADE INC. NABISCO, INC NAPA CO RECYCLING & WAST NATIONAL CONVENTION SER NATURIPE BERRY GROWERS NORTH STATE AGGREGATE O C JONES & SONS, INC O'GRADY PAVING, INC OPERATING ENGIN. INTERNA OSBORNE LUMBER CO INC PACIFIC RACING ASSOCIATIO PAE, INC / BISCUIT FILM PALMISANO DELIVERY - HRLY PAR ELECTRICAL CONTRACTO PATIERSON HEAVY HAUL PAYEES / BIG SUR PROD PDEI / DETOUR NETWORK PENINSULA CRANE & RIGGIN PERFORMANCE EQUIPMENT PES PAYROLL / CMS PROD. PINE CONE LUMBER PLEASANTON READY MIX POTRERO HILLS LANDFILL PREMEDIA SYSTEMS, INC. PS SERVICES PYRAMID PAINTING QUALITY TERMINAL SERVICE R L DODGE CONSULTING RANSOME COMPANY RECOLOGY - SAN BRUNO GA RECOLOGY HAY RD LANDFILL RECOLOGY MOUNTAIN VIEW RECOLOGY OF S.M.-CLERICAL RECOLOGY OF THE COAST RECOLOGY VALLEJO REED & GRAHAM (BOTM DU RELIANCE SHEET & STRIP CO RELIANCE STEEL & ALUMINU RENAISSANCE MANAGEMEN. REPUBLIC SERVICES RGW EQUIPMENT SALES, LLC RICH READY MIX CONCRETE RICHMOND SANITARY RYAN ENGINEERING, INC SAFEWAY,INC. SAN FRANCISCO EXPO SERV SAN FRANCISCO GRAVEL CM SAN JOSE MERCURY NEWS SAN MATEO LUMBER SAN RAFAEL ROCK QUARRY, I SANTA CLARA CHAM BR OF CC SAVE MART SUPERMARKETS SCHAWK, INC. SECURITY PAVING CO, INC SERVICE WEST - CONV/TRADE SF CHRONICLE-DRIVERS 921 SF REC & DISP HAZ WASTE SHAMROCK MATERIALS, INC. SHEEDY DRAYAGE CO SHELDON GAS SHEPARD EXPOSITION SERV SIERRA POINT LUMBER SIMSMETAL USA SKANSKA.HLLMMIC/HERZOG/ SNELSON CO, INC - LO 150 SO SAN FRANCISCO SCAVENG SO VALLEY DISP CLERICAL SOLANO GARBAGE - DRIVERS SOUTH BAY REC-CLERICAL SOUTH CITY LUMBER & SUPP SOUTHERN WINE & SPIRITS SOUTHLAND TUTOR PERINI J SPECIALTY SLD WSTE/CLERIC STAGE CALL, INC STATEWIDE CONST SWEEPING STEVE P RADOS, INC SUGAR CITY BUILDING MATERIALS SUKUT CONSTRUCTION LLC SUNSET SCAV CO CLER UNIT SWEEPIT SYAR CONCRETE SYSCO SAN FRANCISCO, INC T3 EXPO LLC TEAM / CPV PROD TEAM GHILOTII INC. TEAM SAN JOSE-CON & TRAD TEAMSTERS ASSISTANCE PRO TEAMSTERS LO 2010 TEAMSTERS LO 2785 TEAMSTERS LO 287 TEAMSTERS LO 315 TEAMSTERS LO 350 TEAMSTERS LO 665 TEAMSTERS LO 760 TEAMSTERS LO 853 TEAMSTERS LO 890 TEAMSTERS LO 912 TEAMSTERS LO 986 TEAMSTERS TRAINING TRUST TEICHERT AGGREGATES TELFER OIL CO. TETRA TECH EC, INC. THE GRAND FUND THE HDD COMPANY, INC THE UNISOURCE CORPORATI TRI-CED COMMUNITY RECYC TRUITT & WHITE LUMBER CO TRUNXAI CONSTRUCTION TUTOR-PERINI CORPORATIO UNION PAYROLL AGENCY INC UNION PLAZA APARTMENTS UNITED PARADYNE CORP UNITED PARCEL SERV. UNIVAR USA INC. UPS