2015-05-15T14:26:07-05:00 2014-06-30 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 200053005 990 2013-07-01 946068578 ILWU-PMA WELFARE TRUST % ILWU-PMA BENEFIT PLANS OFFIC ILWU 4156738500 1188 FRANKLIN STREET Suite 300 SAN FRANCISCO CA 94109 JOHN W BARTON EXECUTIVE DIRECTOR 4156738500 2015-05-13 true TRAVIS L PATTON P00369623 4156738500 2013 2016-03-07 17:11:31Z JOHN W BARTON 1188 FRANKLIN STREET STE 300 SAN FRANCISCO CA 94109 624177824 false X N/A X 1950 CA PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,682 PARTICIPANTS AND DEPENDENTS 6 6 57 6 0 0 0 620611590 624101258 61544 76566 1820000 0 622493134 624177824 0 0 602892938 601620389 3769626 4007289 0 0 0 8014505 39555484 614677069 645183162 7816065 -21005338 173245153 155016583 103194712 80189647 70050441 74826936 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,682 PARTICIPANTS AND DEPENDENTS false false 601620389 624101258 PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 53,682 PARTICIPANTS AND DEPENDENTS. 601620389 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 253 0 true 57 true false false false false false false X 6 6 false true 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 X 0 0 0 MICHAEL WECHSLER EMPLOYER TRUSTEE 20.0 X 0 0 0 ROBERT STEPHENS EMPLOYER TRUSTEE 20.0 X 0 0 0 RAY FAMILATHE UNION TRUSTEE 20.0 X 0 0 0 RAY ORTIZ JR UNION TRUSTEE 20.0 X 0 0 0 LEAL SUNDET UNION TRUSTEE 20.0 X 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 35.0 X 131821 0 25232 DOTTIE REED MANAGER, PENSION PLAN 35.0 X 188972 0 50455 NICK BUCKLES AREA WELFARE DIRECTOR 35.0 X 162569 0 61224 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 35.0 X 162180 0 61224 HUNNY POWELL ADRP REPRESENTATIVE 35.0 X 162547 0 61224 GAIL LORENTZ MANAGER, WELFARE PLAN 35.0 X 201928 0 52787 1010017 0 312146 34 false true false SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DR CHICAGO IL 60693 LEGAL SERVICES 1637936 LEONARD CARDER LLP 1188 FRANKLIN STREET STE 201 SAN FRANCISCO CA 94109 LEGAL SERVICES 985702 CODING CONTINUUM INC 7320 NORTH LA CHOLLA BLVD STE 154 TUCSON AZ 85741 LEGAL SERVICES 471496 CORNERSTONE RESEACH INC TWO EMBARCADERO CENTER 20TH FLOOR SAN FRANCISCO CA 941113922 LEGAL SERVICES 400539 PRICEWATERHOUSECOOPERS LLP PO BOX 514038 LOS ANGELES CA 900514038 AUDIT SERVICES 258923 15 0 CONTRIBUTIONS - EMPLOYERS 525920 606953184 606953184 CONTRIBUTIONS - EMPLOYEES 525920 11329574 11329574 MEDICARE PART D SUBSIDY 525920 5731586 5731586 CONTRIBUTIONS - SELF PAY 525920 86914 86914 624101258 76566 76566 0 0 0 0 0 0 0 0 0 0 624177824 624101258 76566 0 0 0 601620389 601620389 157053 157053 0 2021626 2021626 467901 467901 1190704 1190704 170005 170005 0 4476343 4476343 371683 371683 0 0 0 1450915 1450915 0 579739 579739 0 0 251516 251516 0 0 0 0 0 0 199126 199126 BENEFIT ADMIN EXPENSE 30097592 30097592 ALCOHOL & DRUG RECOVERY PRGM 1135366 1135366 AFFORDABLE CARE ACT FEES 800498 800498 EQUIPMENT & MAINTENANCE 90839 90839 101867 101867 645183162 601620389 43562773 0 0 16090323 2430232 0 0 140732549 137643570 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16422281 14942781 173245153 155016583 103194712 80189647 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 103194712 80189647 X 0 0 0 0 70050441 74826936 70050441 74826936 173245153 155016583 X -21005338 25781833 X false true X true false RECEIVABLE AND OTHER ASSETS 14942781 14942781 0 0 X 624177824 624177824 624177824 645183162 645183162 645183162 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 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, 2014, PLAN MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2010. X false false false DOTTIE REED MANAGER, PENSION PLAN 188972 0 0 0 0 0 34015 0 16440 0 239427 0 0 0 NICK BUCKLES AREA WELFARE DIRECTOR 162569 0 0 0 0 0 27449 0 33775 0 223793 0 0 0 DONALD SCHWENDEMAN ADRP REPRESENTATIVE 162180 0 0 0 0 0 27449 0 33775 0 223404 0 0 0 HUNNY POWELL ADRP REPRESENTATIVE 162547 0 0 0 0 0 27449 0 33775 0 223771 0 0 0 GAIL LORENTZ MANAGER, WELFARE PLAN 201928 0 0 0 0 0 36347 0 16440 0 254715 0 0 0 JOHN W BARTON EXECUTIVE DIRECTOR 131821 0 0 0 0 0 23728 0 1504 0 157053 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 2013 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: DECREASE IN ACCOUNTS CURRENTLY PAYABLE $25,781,833. 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