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TEAMSTER BENEFIT TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
TEAMSTER BENEFIT TRUST (EIN 94-2848389)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-05-12
IRS object ID
201531329349302893
Schema version
2013v4.0
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)
Return2015-05-12T13:50:46-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1
CitySAN RAMONCity
StateCAState
ZIP Code945834346ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942848389EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS BENEFIT TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone5107964676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 5820AddressLine1
CityFREMONTCity
StateCAState
ZIP Code94537ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROME ALOISEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5107964676PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA R ROSTERPreparerPersonNm
PTINP01317380PTIN
Phone9252779100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROME ALOISEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 5820AddressLine1
CityFREMONTCity
StateCAState
ZIP Code94537ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$367,597,979GrossReceiptsAmt
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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$262,920,598PYProgramServiceRevenueAmt
CY Program Service Revenue$278,637,908CYProgramServiceRevenueAmt
PY Investment Income$5,629,729PYInvestmentIncomeAmt
CY Investment Income$5,678,721CYInvestmentIncomeAmt
PY Other Revenue$10,168PYOtherRevenueAmt
CY Other Revenue$5,627CYOtherRevenueAmt
PY Total Revenue$268,560,495PYTotalRevenueAmt
CY Total Revenue$284,322,256CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$236,706,254PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$251,515,692CYBenefitsPaidToMembersAmt
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$8,870,111PYOtherExpensesAmt
CY Other Expenses$9,162,126CYOtherExpensesAmt
PY Total Expenses$245,576,365PYTotalExpensesAmt
CY Total Expenses$260,677,818CYTotalExpensesAmt
PY Revenues Less Expenses$22,984,130PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,644,438CYRevenuesLessExpensesAmt
Total Assets BOY$197,112,848TotalAssetsBOYAmt
Total Assets EOY$231,422,836TotalAssetsEOYAmt
Total Liabilities BOY$33,891,699TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,186,340TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$163,221,149NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$197,236,496NetAssetsOrFundBalancesEOYAmt
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 Document2008IRPDocumentCnt
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 Members14GoverningBodyVotingMembersCnt
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 INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone5107964676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139420 LIBERTY ST SUITE 260AddressLine1
CityFREMONTCity
StateCAState
ZIP Code94538ZIPCode
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
CARLOS BORBA
TRUSTEE1.00Yes (X)$0$0$0
ROBERT MORALES
TRUSTEE1.00Yes (X)$0$0$0
BILL HOYT
TRUSTEE1.00Yes (X)$0$0$0
RON PAREDES
TRUSTEE1.00Yes (X)$0$0$0
DON E GARCIA
TRUSTEE1.00Yes (X)$0$0$0
CHRIS SERVI
TRUSTEE1.00Yes (X)$0$0$0
SAM ROSAS
TRUSTEE1.00Yes (X)$0$0$0
DALE ROBBINS
TRUSTEE - PAST1.00Yes (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/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
LIPMAN INSURANCE ADMINISTRATORS INC
39420 LIBERTY STREET SUITE 260FREMONTCA94538ADMINISTRATOR$5,865,503
BLUE CROSS
21555 OXNARD STREET AC-1JWOODLAND HILLSCA91367COST CONTAINMENT$610,165
LINDQUIST LLP
5000 EXECUTIVE PARKWAY SUITE 400SAN RAMONCA94583AUDIT SERVICES$326,837
TEAMSTERS ASSISTANCE PROGRAM
300 PENDLETON WAYOAKLANDCA946212109EMPLOYEE ASSISTANCE SERVICES$244,060
BEESON TAYER & BODINE
ROSS HOUSE 483 NINTH ST 2ND FLOOROAKLANDCA94607LEGAL SERVICES$242,401
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$260,636,835$260,636,835
PARTICIPANT CONTRIBUTIONS900099$13,795,013$13,795,013
EXPERIENCE RATED REFUNDS900099$2,774,526$2,774,526
MEDICARE PART D SUBSIDY900099$1,043,721$1,043,721
STOP LOSS REFUNDS900099$352,718$352,718

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,095TotalRevenueColumnAmt
Related Or Exempt Func Income$35,095RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$278,637,908TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,959,931TotalRevenueColumnAmt
Exclusion$3,959,931ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$84,994,513SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$83,275,723SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,718,790SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,718,790TotalRevenueColumnAmt
Exclusion$1,718,790ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$5,627TotalRevenueColumnAmt
Related Or Exempt Func Income$5,627RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,627OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$284,322,256TotalRevenueColumnAmt
Related Or Exempt Func Income$278,643,535RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,678,721ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$251,515,692TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,046,970TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$242,770TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$315,666TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$227,816TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,701,289TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$343,168TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$40,028TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$69,736TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Total$174,683TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$260,677,818TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$356,627BOYAmt
EOY-$831,109EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,558,879BOYAmt
EOY$10,390,299EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,239,250BOYAmt
EOY$23,372,044EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$945,613BOYAmt
EOY$946,418EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$133,000,906BOYAmt
EOY$123,716,573EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$31,263,627BOYAmt
EOY$73,367,411EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$197,112,848BOYAmt
EOY$231,422,836EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,258,192BOYAmt
EOY$13,420,313EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$197,507BOYAmt
EOY$391,227EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,436,000BOYAmt
EOY$20,374,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,891,699BOYAmt
EOY$34,186,340EOYAmt
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$163,221,149BOYAmt
EOY$197,236,496EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$163,221,149BOYAmt
EOY$197,236,496EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$197,112,848BOYAmt
EOY$231,422,836EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,644,438ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,370,909NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$73,367,411BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$73,367,411TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCUMULATED ELIGIBILITY CREDITSDesc
Amt$20,374,800Amt
FieldValueIRS element (for citing)
Total Liability$20,374,800TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$294,465,349TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,370,909NetUnrealizedGainsInvstAmt
Revenue Not Reported$10,370,909RevenueNotReportedAmt
Revenue Subtotal$284,094,440RevenueSubtotalAmt
Investment Expenses Not Incld$227,816InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$227,816RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$284,322,256TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$260,293,185TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$260,293,185ExpensesSubtotalAmt
Investment Expenses Not Incld2$227,816InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$156,817OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$384,633ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$260,677,818TotalExpensesPerForm990Amt

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, 2014, 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 2011.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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: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 ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, LIPMAN INSURANCE ADMINISTRATORS, INC.
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 2ATHE PLAN DOES NOT HAVE EMPLOYEES. HOWEVER, CERTAIN PARTICIPANTS OF THE PLAN RECEIVED A FORM W-2 FOR TAXABLE DOMESTIC PARTNER BENEFITS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SEE EXPLANATION AT PART VIIBusinessNameLine1
FieldValueIRS element (for citing)
Primary ActivitiesVARIOUSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Controlled Organization0ControlledOrganizationInd
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 (2 entries)

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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, 2014, THERE ARE APPROXIMATELY 325 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. ABF FREIGHT SYSTEM, INC AGUILAR TRUCKING AIR CONDITIONING CO, INC AIR LIQUIDE AMERICA CORP ALB, INC ALLIANCE GRAPHICS/MECA ALLIED BOX & EXCELSIOR ALLIED WASTE ALLIED WASTE - TNSFR DRVS ALLIED WASTE/GARBAGE COLL ALPHA PRESS, INC. ALSCO ALTA WESTSIDE BLDG MAT ANDREINI BROTHERS, INC. ANGELO UTILITIES ANNUZZI'S CONCRETE SERV. ANOZIRA, INC. ARAMARK UNIFORM SERV ARATA EXPOSITIONS, INC ARB ARGONAUT CONSTRUCTORS AZCO, INC B K MILL & FIXTURE BAE SYS SF SHIP REPAIR BAKEMARK USA LLC BAUMAN LANDSCAPE, INC. BAY AREA PAVING CO. BAY AREA TRAFFIC SOLUTION BAY CITIES PAVING & GRADI BAY CITIES REFUSE SERVICE BAY COUNTIES WASTE SERV BAY VIEW REFUSE & RECYCLI BERKELEY FARMS BERONIO LUMBER CO BFI-OX MOUNTAIN LANDFILL BLACK POINT PRODUCTIONS BLAINE CONVENTION SERVICE BRANNON EQUIP AND LEASING BRIDGFORD FOODS CORP BRODHEAD STEEL PRODUCTS BRUCE CARONE GRADING& PAV BRW USA, LLC C.F. ARCHIBALD PAVING, IN CAL VALLEY CONSTRUCTION CALEX ENGINEERING COMPANY CALIF DEPT OF CORRECTIONS CALIF LABOR FED, AFL-CIO CALIF TEAMSTERS PUB AFFRS CALIF WASTE SOL CALIFORNIA GLASS COMPANY CALIFORNIA TRADE BINDERY CAPS / EPOCH FILMS CARONE & COMPANY, INC CARPENTER RIGGING & SUPPL CAST & CREW CEMEX CENTRAL CONCRETE SUPPLY C CHALLENGE DAIRY PRODUCTS CHANNEL LUMBER CO CHAUFFEURS, TMSTRS & HELP CHUCK MACK AND ASSOCIATE CITY OF YAKIMA CLOSE BLDG MATERIALS, INC COCA COLA BOTTLING CO CONCEPT SERVICES CONCORD DISPOSAL SERVICE CONSOLIDATED PRINTING CO CONTRA COSTA BUILDING CT CONTRI CONSTRUCTION COZART BROTHERS, INC CURTIN THEATRICAL MOVING CZARNOWSKI EXHIBIT DALY CITY SCAVENGER CO, I DARLING INTERNATIONAL, IN DECON ENVIRONMENTAL SERV DHL WORLDWIDE DINWIDDIE CONSTRUCTION CO DRAGADOS/FLATIRON/JV DUMBARTON QUARRY ASSOCIAT EAGLE DISTRIBUTION EAGLE SYSTEMS EARLE M JORGENSEN CO EASE ENTRTNMNT/LSF PROD EAST BAY FORKLIFT EAST BAY RESTAURANT SUPPL EAST BAY SANITARY COMPANY ECONOMY LUMBER CO ECONOMY TRUCKING SERVICES EL CAMINO PAVING, INC. EMPLOYCO SERVICES, INC ENGEL & GRAY TRUCKING ENGINEERED CONCRETE PLACE EP PROD / HSI PRODUCTIONS EVENT PRODUCTIONS, INC EXTREME REACH / MINDFIELD FANFA, INC. FEATURES PROC/PICROW INC. FERMA CORPORATION FLOYD JOHNSTON CONST. CO. FORCE COM / MEKANISM FORWARD PROC/COMPASS CHOI FOSTER FARMS FREEMAN DECORATING CO FREMONT UNIVERSAL TRANS FSI / PARK PICTURES G&C/APS JOINT ADVENTURE G. BORTOLOTTO & COMPANY GALLADE CHEMICAL, INC GALLO SALES COMPANY GARDEN CITY SAN-DRIV/MEC GES, INC. GHILOTTI BROTHERS, INC GHILOTTI CONSTRUCTION CO GILLIG CORPORATION GILLIS & LANE, INC GLOBE - BAY AREA FORKLIFT GOLDEN GATE DISPOS & RECY GOODFELLOW TOP GRADE CONS GRADE-WAY CONSTRUCTION GRANITE CONSTRUCTION CO GRANITE ROCK GREEN FESTIVAL, INC GREEN TEAM OF SAN JOSE GREIF BROTHERS CORP HALF MOON BAY GRADING & P HANSON AGGREGATES MID-PAC HAROLD SMITH & SONS, INC HAWN WATER TRUCKS INC HILL BROTHERS CHEMICAL CO IBT IEDA INDIEPAY / WAR PAINT INFRA SOURCE INTERSTATE GRADING & PAVI 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 INFRASTRUCTURE KIEWIT POWER CONSTRUCTRS KIRK XPEDX PACKAGING KNIFE RIVER CONSTRUCTION LAKESIDE SPECIALIZED TRAN 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 SYSTEMS MAXUM EXPO SERVICES MCGUIRE AND HESTER MEDIA SERV / PARK PICTURE MERCER FRASER COMPANY MICHELS PIPELINE CONSTR MILLER BLADES MISSION LINEN SUPPLY MISSION TRAIL WASTE SYSTE MONTEREY MECHANICAL CO. MONTGOMERY CONTRACTORS MOUNTAIN CASCADE INC. NABISCO, INC NAPA CO RECYCLING & WASTE NATIONAL CONVENTION SERV NATURIPE BERRY GROWERS NORTH STATE AGGREGATE,INC O C JONES & SONS, INC O'GRADY PAVING, INC. OPERATING ENGIN. INTERNAT OSBORNE LUMBER CO INC PACIFIC RACING ASSOCIATIO PALMISANO DELIVERY - MO PAR ELECTRICAL CONTRACTOR PATTERSON HEAVY HAUL PAYCHEX / TWITCH FILMS PAYEES / BIG SUR PROD PDEI / DETOUR NETWORK PENINSULA CRANE & RIGGING PERFORMANCE EQUIPMENT PERFORMANCE MECHANICAL PES / XLERATOR MEDIA PIAZZA CONSTRUCTION PINE CONE LUMBER PLEASANTON READY MIX POTRERO HILLS LANDFILL PREMEDIA SYSTEMS, INC. PS SERVICES PYRAMID PAINTING QUALITY TERMINAL SERVICE R & M PAVING CONTRACTORS R E SERRANO, INC R L DODGE CONSULTING RANSOME COMPANY RECOLOGY HAY RD RECOLOGY OF S.M. RECOLOGY OF THE COAST RECOLOGY VALLEJO RECOLOGY WASTE ZERO REED & GRAHAM OILSPREADER REEVES & PENDERGAST CONST RELIANCE SHEET & STRIP CO RELIANCE STEEL & ALUMINUM RENAISSANCE MANAGEMENT RGW EQUIPMENT SALES, LLC RICH READY MIX CONCRETE RICHMOND SANITARY SERVICE ROCKTENN ROGERS TRUCKS & EQUIPMENT RYAN ENGINEERING, INC. S F REC & DISP TRAN ST SAFEWAY,INC. SAN BRUNO GARBAGE COMPANY SAN FRANCISCO EXPO SERV SAN FRANCISCO GRAVEL COMP SAN JOSE MERCURY NEWS SAN MATEO LUMBER SAN RAFAEL ROCK QUARRY, I SANTA CLARA CHMBR OF COMM SAVE MART SUPERMARKETS SCHAWK, INC. SECURITY PAVING CO, INC SERVICE WEST - THEATRICAL SF CHRONICLE-DRIVERS SHAMROCK MATERIALS, INC. SHEEDY DRAYAGE CO SHELDON GAS SHEPARD EXPOSITION SERV SIERRA POINT LUMBER HOURL SIMSMETAL USA SKANSKA/SHIMMIC/HERZOG/JV SNELSON COMPANIES, INC. SO SAN FRANCISCO SCAVENGE SOLANO GARBAGE SOLANO RECYCLES SOUTH BAY REC SOUTH CITY LUMBER & SUPPL SOUTH VALLEY DISPOSAL CO SOUTHERN WINE & SPIRITS SOUTHLAND TUTOR PERINI JV SPECIALIZED WATER SERV SPECIALTY SLD WSTE STAGE CALL, INC STATE BUILD & CON TRADE STEVE P RADOS, INC STICH CONSTRUCTION STICH CONSTRUCTION, INC SUGAR CITY BUILDING MATER SUNSET SCAVENGER COMPANY SWEEPIT SYAR CONCRETE SYAR INDUSTRIES, INC. SYNERGY PROJECT MGNT, INC SYSCO SAN FRANCISCO INC. T & M WATER TRUCK SERVICE T3 EXPO LLC TACKETT'S WATER SERVICE TEAM / SIR ZIP STUDIOS TEAM GHILOTTI INC. TEAM SAN JOSE TEAMSTERS ASSISTANCE PROG TEAMSTERS LO 2010 TEAMSTERS LO 2785 TEAMSTERS LO 287 TEAMSTERS LO 315 TEAMSTERS LO 350 TEAMSTERS LO 665 TEAMSTERS LO 853 TEAMSTERS LO 890 TEAMSTERS LO 912 TEAMSTERS LO 986 TEAMSTERS LOCAL 760 TEAMSTERS TRAINING TRUST TEICHERT AGGREGATES TEICHERT READY MIX TELFER OIL CO. TETRA TECH EC, INC.
SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS - CONTINUED:THE GRAND FUND THE HDD COMPANY, INC THE UNISOURCE CORPORATION TRI-CED COMMUNITY RECYCLI TRUITT & WHITE LUMBER CO TRUNXAI CONSTRUCTION TUCKER ENGINEERING, INC TUTOR-SALIBA CORPORATION UNION PAYROLL AGENCY INC UNION PLAZA APARTMENTS UNITED PARADYNE CORPORATI UNITED PARCEL SERV. UNIVAR USA INC. UNIVERSAL SWEEPING SERV UPS CARTAGE SERVICES URBAN ART LITHOGRAPHY VACAVILLE SANITARY SERV VALLEY WASTE MANAGEMENT VALVERDE CONSTRUCTION VAN ARSDALE-HARRIS LUMBER VANGUARD CONSTRUCTION VULCAN MATERIALS COMPANY W R FORDE ASSOCIATES WARM SPRINGS CONSTRUCTORS WASTE CONNECTIONS OF CA WATTIS CONSTRUCTION CO IN WEST CC SANITARY LANDFILL WEST COAST REC-REC CENTRL WEST COAST WATER & TRUCK WEST COUNTY RESOURCE RECO WEST VALLEY COLLECTION WEST VALLEY CONSTRUCTION WESTERN APPLIANCE CO WESTSIDE BUILDING MATERIA WHITE BROTHERS WILLWORK, INC EXHIBIT SER WILSON WAY TIRES YOUNG'S MARKET CO. YRC FREIGHT