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AUTOMOTIVE INDUSTRIES WELFARE FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
AUTOMOTIVE INDUSTRIES WELFARE FUND (EIN 94-6078226)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-27
IRS object ID
201602719349300920
Schema version
2015v2.1
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)
Return2016-09-27T12:50:57-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946078226EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUTOMOTIVE INDUSTRIES WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUTOBusinessNameControlTxt
Phone5108362484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11640 SOUTH LOOP ROADAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945027089ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM BENOPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5108362484PhoneNum
Signature2016-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA R ROSTERPreparerPersonNm
PTINP01317380PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM BENOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11640 SOUTH LOOP ROADAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945027089ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$75,576,587GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1956FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee181TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$62,130,782PYProgramServiceRevenueAmt
CY Program Service Revenue$61,497,283CYProgramServiceRevenueAmt
PY Investment Income$462,347PYInvestmentIncomeAmt
CY Investment Income$406,377CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$62,593,129PYTotalRevenueAmt
CY Total Revenue$61,903,660CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$55,034,620PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$53,105,182CYBenefitsPaidToMembersAmt
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$2,698,018PYOtherExpensesAmt
CY Other Expenses$2,987,037CYOtherExpensesAmt
PY Total Expenses$57,732,638PYTotalExpensesAmt
CY Total Expenses$56,092,219CYTotalExpensesAmt
PY Revenues Less Expenses$4,860,491PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,811,441CYRevenuesLessExpensesAmt
Total Assets BOY$22,997,889TotalAssetsBOYAmt
Total Assets EOY$29,029,912TotalAssetsEOYAmt
Total Liabilities BOY$3,620,017TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,018,448TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,377,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,011,464NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS.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 Stmt0IndependentAuditFinclStmtInd
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 Document109IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee181EmployeeCnt
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 Members10GoverningBodyVotingMembersCnt
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 Line1ASSOC THIRD PARTY ADMINISTRATORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5103373050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11640 SOUTH LOOP ROADAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP945027089ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DON CROSATTO
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN MACK
TRUSTEE1.00Yes (X)$0$0$0
JOHN DIBERNARDO
TRUSTEE1.00Yes (X)$0$0$0
JOSE SANTANA
TRUSTEE1.00Yes (X)$0$0$0
DOUG CORNFORD
TRUSTEE1.00Yes (X)$0$0$0
JIM BENO
SECRETARY2.00Yes (X)$0$0$0
TOM DILLON
CHAIRMAN2.00Yes (X)$0$0$0
MARK HOLLIBUSH PAST
TRUSTEE1.00Yes (X)$0$0$0
THOMAS BRANDON
TRUSTEE1.00Yes (X)$0$0$0
JIM WELLS PAST
TRUSTEE1.00Yes (X)$0$0$0
JIM SCHWANTZ
TRUSTEE1.00Yes (X)$0$0$0
SCOTT PAGTER
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
ASSOCIATED THIRD PARTY ADMINISTRATORS
1640 SOUTH LOOP ROADALAMEDACA94502ADMINISTRATION$1,363,108
ANTHEM BLUE CROSS
2121 N CALIFORNIA BLVDWALNUT CREEKCA94596CLAIMS PROCESSING$288,247
LINDQUIST LLP
5000 EXECUTIVE PKWY SUITE 400SAN RAMONCA94583AUDIT$246,362
DELTA DENTAL
12898 TOWNE CENTER DRIVECERRITOSCA90703DENTAL CLAIMS PROCESSING$216,123
SEGAL CONSULTING
120 MONTGOMERY STREETSAN FRANCISCOCA94104CONSULTING$162,251
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$60,555,336$60,555,336
STOP LOSS REIMBURSMENT900099$371,250$371,250
PARTICIPANT CONTRIBUTIONS900099$365,315$365,315
PRESCRIPTION REBATES900099$173,849$173,849
LIQUIDATED DAMAGES900099$31,533$31,533
FieldValueIRS element (for citing)
Total Program Service Revenue$61,497,283TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$455,708TotalRevenueColumnAmt
Exclusion$455,708ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,623,596SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$13,672,927SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$49,331SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$49,331TotalRevenueColumnAmt
Exclusion-$49,331ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,903,660TotalRevenueColumnAmt
Related Or Exempt Func Income$61,497,283RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$406,377ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$53,105,182TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,301,417TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$74,966TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$246,362TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,025TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$707,987TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$149,405TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$56,169TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,290TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71,882TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescACA REINSURANCEDesc
Total$319,534TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,092,219TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,247,378BOYAmt
EOY$9,222,066EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$376,265BOYAmt
EOY$223,787EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,826BOYAmt
EOY$24,028EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,350,420BOYAmt
EOY$19,560,031EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,997,889BOYAmt
EOY$29,029,912EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$290,821BOYAmt
EOY$393,094EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,329,196BOYAmt
EOY$3,625,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,620,017BOYAmt
EOY$4,018,448EOYAmt
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$19,377,872BOYAmt
EOY$25,011,464EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,377,872BOYAmt
EOY$25,011,464EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,997,889BOYAmt
EOY$29,029,912EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,811,441ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$177,849NetUnrlzdGainsLossesInvstAmt
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 (2 entries)

DescDescAmtAmt
ACCUMULATED ELIGIBILITY CREDITS$715,554
BENEFIT CLAIMS PAYABLE AND IBNR$2,909,800
FieldValueIRS element (for citing)
Total Liability$3,625,354TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$61,692,786TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$177,849NetUnrealizedGainsInvstAmt
Revenue Not Reported-$177,849RevenueNotReportedAmt
Revenue Subtotal$61,870,635RevenueSubtotalAmt
Investment Expenses Not Incld$33,025InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$33,025RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$61,903,660TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,828,996TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$55,828,996ExpensesSubtotalAmt
Investment Expenses Not Incld2$33,025InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$230,198OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$263,223ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,092,219TotalExpensesPerForm990Amt

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, 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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE TRUST HAS CONTRACTED WITH ASSOCIATED THIRD PARTY ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. 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 INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
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, ASSOCIATED THIRD PARTY ADMINISTRATORS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
AUTOMOTIVE INDUSTRIES PENSION PLAN
1640 SOUTH LOOP ROADALAMEDACA945027089941133245TO PROVIDE PENSION BENEFITSCA501(A)N/AN/A0
AUTOMOTIVE INDUSTRIES IAP PLAN
1640 SOUTH LOOP ROADALAMEDACA945027089941133245TO PROVIDE PENSION BENEFITSCA501(A)N/AN/A0
CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST
1640 SOUTH LOOP ROADALAMEDACA945027089946130509TO PROVIDE HEALTH BENEFITSCA501(C)(9)N/AN/A0
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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:FormAndLineReferenceDesc
ExplanationTHE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2015, THERE ARE APPROXIMATELY 226 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B AUTO CO, INC A & B DIE CASTING A & H TRUCK REPAIR A TEICHERT & SON INC AB CAR RENTAL SERVICES, INC. ACE TRUCK REPAIR ACURA OF PLEASANTON AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LLC ALAMEDA COUNTY INDUSTRIES ALBANY FORD SUBARU ALLIED INDUSTRIAL FORKLIFT SVC* ALLISON BMW ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, INC. ASHLOCK CO ATLAS PACIFIC ENGINEERING CO ATPA AUTO METAL SERVICE AUTO WEST HONDA AUTOMOTIVE APPRENTICE TRUST BABBITT BEARING COMPANY BAY AREA DENT FREE, INC. BAY LINE CONCRETE CUTTING & CORING BENNER AUTO REPAIR, INC. BERKELEY FARMS BERKELEY HONDA AUTO CENTER BILL BRANDT FORD BOB GALLI'S AUTO REPAIR, INC. BOB MOTTERS BODY SHOP, INC. C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CAL SAW & KNIFE WORKS CALAVERAS MATERIAL, INC. CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CARGILL SALT CEMEX CENTRAL CONCRETE SUPPLY CO, INC CENTRAL CONTRA COSTA TRANSIT CHUCK'S BRAKE AND WHEEL CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUIP COCA COLA BOTTLING CO COLE EUROPEAN, INC. COLUMBIA MACHINE WORKS COMMERCIAL SPEEDOMETER SERVICE CON GLOBAL INDUSTRIES CORNELY CO CUMMINS PACIFIC, LLC D W NICHOLSON CORP DALY CITY AUTO REPAIRS DARLING INTERNATIONAL, INC. DE SOTO CAB CO DIAMOND MFG CORP DIEGO TRUCK REPAIR, INC. DONAL MACHINE INC DRILL TECH DRILLING & SHORING, INC EARTHGRAINS, C/O BIMBO BAK. EAST BAY CLARKLIFT EAST BAY FORD TRUCK SALES, INC. EL SOBRANTE MOTORS NON-BARGAIN ELM FORD, INC. EURO-AM AUTO SERVICE FABCO AUTOMOTIVE CORPORATION FIRST STUDENT INC FIRST VEHICLE SERVICES FRANCISCAN MOTORS DBA ACURA OF SERRA FRITZ & PETERS G & H DIESEL SERVICE, INC. G & M AUTOBODY, INC. GEIGER MFG, INC GENERAL GRINDING INC GENUINE MOTORS LLC GEORGE M MARTIN CO GEORGE MC GILLS BODY SHOP GILLIG CORPORATION GLENCORE RECYCLING INC GOLDEN GATE TRANSIT GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES H W MC KEVITT CO INC HAIGHT STREET GARAGE HALLOWELL CHEVROLET HANZEL AUTO BODY WORKS HAYWARD FORD, INC HECO-PACIFIC MFG INC HEDRICK'S COLLISION CENTER HERTZ CORPORATION HONDA OF EL CERRITO HONDA OF OAKLAND HONDA OF STEVENS CREEK HOWER AUTO REPAIR HUBBARD MACHINE SHOP HUNTER ENGINEERING CO HWM AUTO CORP I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 1584 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 2182 I A OF M LODGE 725 IAM & AW LOCAL LODGE 93 IAP WORLD SVCS/JOHNSON CONTROLS INDUSTRIAL MACHINE SHOP INSIDE GARAGE INC. JACOBS TECHNOLOGY INC. JENKINS BROS JENSEN'S TIRE SERVICE, INC JOE GOMES TRUCKING, INC. KINGS TOWING KNOPP INC KNUTS SERVICE KOEHLER AUTO BODY WORKS L A SMITH & SONS L P MCNEAR BRICK CO LEE'S FORKLIFT SERVICE LEHIGH SOUTHWEST CEMENT CO LEHMER'S LESTER G LAWRENCE & SON VOLVO LEXUS OF PLEASANTON LIBERTY FLEET CARE LIVERMORE SANITATION, INC. MACY AUTOMOTIVE, INC. MAGNUSSEN TOYOTA OF PALO ALTO MARINE TERMINALS CORP MARTINEZ AUTO BODY SHOP METCALFE MACHINE SHOP MIKE FULLER MOTOR SPORTS MIKE HARVEY ACURA MILL VALLEY REFUSE SERVICE, INC MORTON SALT CO MV TRANSPORTATION INC NELSON BODY SHOP NIELLO INFINITI NOEL MILLER INC NORTH BAY NISSAN, INC NOVATO AUTO CENTER OAKLAND MACHINE WORKS PACIFIC AUTO REPAIR INC PACIFIC MARINE MAINTENANCE CO. PALM AVENUE MOTORS PAR 3 MOTORS INC PARAMEDICS PLUS PARKER ROBB CHEVROLET PARKING INDUSTRY FUND PBA MAINTENANCE PENINSULA AUTO MACHINISTS #1414 PENSKE TRUCK LEASING PETALUMA ACQUISITIONS, LLC PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMENT REPAIR PRECISION STRIPPING & COATING PROFESSIONAL AUTO CARE PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RECTOR MOTOR CAR REGALIA'S AUTO BODY REINEGGER FRAME REMMERS & SON AUTO SVC * REPUBLIC SERVICES RIVERVIEW INTERNATIONAL TRUCKS INC R-MECHANIC SERVICE CENTER ROBERT CHRISP COMPANY RODNEY DUTRA SERVICE ROLLIN J LOBAUGH INC RUAN TRANSPORT CORP RUTTER ARMEY INC. RYDER TRUCK RENTAL INC SAFEWAY STORES INC. SAN FRANCISCO HONDA SAN JOSE DIE CASTING CORP. SAN LEANDRO AUTO SAN MATEO COUNTY CENTRAL LBR COUCIL SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT TRUST SARDEE INDUSTRIES INC SAVE MART SUPERMARKETS SERRAMONTE FORD INC SFO SHUTTLE BUS CO SHAMROCK MATERIALS INC SHEEDY DRAYAGE SIERRA LOBO CORP SILGAN CONTAINER CORP SIMS RECYCLING SOLUTIONS SOSCOL AUTO BODY SOUTH BAY AFL-CIO LABOR COUNCIL SPECIALTY DISTRIBUTORS SSA TERMINALS ST CLAIRE CADILLAC ST FRANCIS ELECTRIC STEVENS CREEK BMW STEWART CHEVROLET STEWART'S BODY SHOP SVENHARDS SWEDISH BAKERY, INC SYAR INDUSTRIES INC. TELFER OIL COMPANY THERMA CORPORATION TOBYS TRUCKING INC TOYOTA MATERIAL HANDLING TOYOTA OF VALLEJO TOYOTA OF WALNUT CREEK UNION OPTICAL OFFICE UNITED PARCEL SERVICE VALLEY RESTORATION VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT CO VINCENT WHITNEY WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA COUNTY WENZEL ENGINEERING WEST COUNTY RESOURCE RECOVERY INC WESTERN GRINDING SERVICE INC WINTER CHEVROLET WORKING PARTNERSHIP USA YANG ENTERPRISES, INC. YELLOW CAB COOPERATIVE, INC.ExplanationTxt