2016-05-16T14:49:53-05:00 2015-06-30 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 200053005 990 2014-07-01 946068578 ILWU-PMA WELFARE TRUST % ILWU-PMA BENEFIT PLANS OFFIC ILWU 4156738500 1188 FRANKLIN STREET STE 300 SAN FRANCISCO CA 94109 JOHN W BARTON EXECUTIVE DIRECTOR 4156738500 2016-05-16 true TRAVIS L PATTON P00369623 2024141000 2014 2016-08-17 19:52:53Z JOHN W BARTON 1188 FRANKLIN ST STE 300 SAN FRANCISCO CA 94109 676272274 false X N/A X 1950 CA PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,332 PARTICIPANTS AND DEPENDENTS 6 6 56 6 0 0 0 624101258 676227796 76566 44478 0 0 624177824 676272274 0 0 601620389 605554197 4007289 4730389 0 0 0 39555484 38128153 645183162 648412739 -21005338 27859535 155016583 188106783 80189647 97392768 74826936 90714015 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,332 PARTICIPANTS AND DEPENDENTS false false 605554197 0 676227796 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,332 PARTICIPANTS AND DEPENDENTS. 605554197 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 true 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 JAMES C MCKENNA EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 MICHAEL WECHSLER EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 ROBERT STEPHENS EMPLOYER TRUSTEE 20.0 0.0 X 0 0 0 RAY FAMILATHE UNION TRUSTEE 20.0 0.0 X 0 0 0 RAY ORTIZ JR UNION TRUSTEE 20.0 0.0 X 0 0 0 LEAL SUNDET UNION TRUSTEE 20.0 0.0 X 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 35.0 0.0 X 212000 0 40765 NICK BUCKLES AREA WELFARE DIRECTOR 35.0 0.0 X 222026 0 59597 JOE CABRALES AREA WELFARE DIRECTOR 35.0 0.0 X 167205 0 63840 JACQUELINE CUMMINGS COAST DIRECTOR AND ADRP REP. 35.0 0.0 X 169884 0 64705 HUNNY POWELL ADRP REPRESENTATIVE 35.0 0.0 X 169638 0 63840 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 35.0 0.0 X 169410 0 63288 1110163 0 356035 37 false true false ZENITH AMERICAN SOLUTIONS 18861 - 90TH AVENUE STE A MOKENA IL 60448 CONSULTING SERVICES 15244436 SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DR CHICAGO IL 60693 LEGAL SERVICES 1929049 LEONARD CARDER LLP 1188 FRANKLIN STREET STE 201 SAN FRANCISCO CA 94109 LEGAL SERVICES 1908150 BLUE SHIELD OF CALIFORNIA FILE 55331 LOS ANGELES CA 900745331 ADMINISTRATIVE FEES 1461136 INNOVATIVE CARE MANAGEMENT PO BOX 22346 PORTLAND OR 97269 CONSULTING SERVICES 1459668 15 0 CONTRIBUTIONS - EMPLOYERS 525920 657558826 657558826 CONTRIBUTIONS - EMPLOYEES 525920 13180484 13180484 MEDICARE PART D SUBSIDY 525920 5396513 5396513 CONTRIBUTIONS - SELF PAY 525920 91973 91973 676227796 44478 44478 0 0 0 0 0 0 0 0 0 0 676272274 676227796 44478 0 0 0 605554197 605554197 252765 252765 0 2356960 2356960 588784 588784 1330730 1330730 201150 201150 0 4068840 4068840 388726 388726 0 0 0 1591453 1591453 0 575743 575743 0 0 285309 285309 61437 61437 0 0 0 0 0 378031 378031 BENEFIT ADMIN EXPENSE 27975466 27975466 AFFORDABLE CARE ACT FEES 1449763 1449763 ALCOHOL & DRUG RECOVERY PRGM 1204598 1204598 EQUIPMENT & MAINTENANCE 106974 106974 41813 41813 648412739 605554197 42858542 0 0 0 2430232 7405890 0 0 137643570 167412214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14942781 13288679 155016583 188106783 80189647 97392768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 80189647 97392768 X 0 0 0 0 74826936 90714015 74826936 90714015 155016583 188106783 X 27859535 -11972456 X false true X true false MED PART D SUB REC/OTHER ASSET 13288679 13288679 0 0 X 676272274 676272274 676272274 648412739 648412739 648412739 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 PLAN'S 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 PLAN'S FINANCIAL STATEMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, THE PLAN'S MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLAN. 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, 2015, PLAN MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2011. X false false false JOHN W BARTON EXECUTIVE DIRECTOR 212000 0 0 0 0 0 38160 0 2605 0 252765 0 0 0 NICK BUCKLES AREA WELFARE DIRECTOR 222026 0 0 0 0 0 38972 0 20625 0 281623 0 0 0 JOE CABRALES AREA WELFARE DIRECTOR 167205 0 0 0 0 0 28824 0 35016 0 231045 0 0 0 JACQUELINE CUMMINGS COAST DIRECTOR AND ADRP REP. 169884 0 0 0 0 0 29689 0 35016 0 234589 0 0 0 HUNNY POWELL ADRP REPRESENTATIVE 169638 0 0 0 0 0 28824 0 35016 0 233478 0 0 0 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 169410 0 0 0 0 0 28272 0 35016 0 232698 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 2014 FORM 990 FOR THE ILWU-PMA WELFARE PLAN. THE BENEFITS PLAN OFFICE CIRCULATED THE DRAFT FORM 990 FOR REVIEW BY THE TRUSTEES PRIOR TO FILING 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: INCREASE IN ACCOUNTS CURRENTLY PAYABLE ($11,972,456). 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