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ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND (EIN 94-6085740)
Tax period
2024-02-01 to 2025-01-31
Filed
2025-12-05
IRS object ID
202543399349300124
Schema version
2024v5.2
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)
Return2025-12-05T13:01:14-05:00ReturnTs
Tax Period End2025-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER KAPLAN ARASE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1595 MARKET ST STE 920AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941052814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946085740EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELECTRICAL WORKERS HEALTH AND WELFAREBusinessNameLine1Txt
Business Name Line2TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% BENESYS ADMINISTRATORSInCareOfNm
Business Name ControlELECBusinessNameControlTxt
Phone9252089999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY STE 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG BONATOPersonNm
Person TitletrusteePersonTitleTxt
Phone9252089999PhoneNum
Signature2025-12-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMacgregor WaitePreparerPersonNm
PTINP02007191PTIN
Phone4159563600PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG ARMSTRONGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY STE 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$82,148,022GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$44,422,348PYProgramServiceRevenueAmt
CY Program Service Revenue$45,361,567CYProgramServiceRevenueAmt
PY Investment Income$1,255,168PYInvestmentIncomeAmt
CY Investment Income$1,859,471CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$45,677,516PYTotalRevenueAmt
CY Total Revenue$47,221,038CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$41,253,574PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$47,042,499CYBenefitsPaidToMembersAmt
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$1,654,817PYOtherExpensesAmt
CY Other Expenses$1,803,816CYOtherExpensesAmt
PY Total Expenses$42,908,391PYTotalExpensesAmt
CY Total Expenses$48,846,315CYTotalExpensesAmt
PY Revenues Less Expenses$2,769,125PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,625,277CYRevenuesLessExpensesAmt
Total Assets BOY$76,744,313TotalAssetsBOYAmt
Total Assets EOY$76,483,857TotalAssetsEOYAmt
Total Liabilities BOY$16,263,143TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,212,552TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,481,170NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,271,305NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBENESYS ADMINISTRATORSPersonNm
Phone9252089999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17180 KOLL CENTER PKWY 200AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GREG BONATO
LABOR TRUSTEE1.040.0Yes (X)$0$232,355$91,132
JASON GUMATAOTAO
LABOR TRUSTEE1.040.0Yes (X)$0$202,519$91,132
GORGINA HALAUFIA
LABOR TRUSTEE1.040.0Yes (X)$0$202,468$91,132
DUSTIN BAKER
LABOR TRUSTEE1.04.0Yes (X)$0$19,068$10,077
JOHN AGUILERA
LABOR TRUSTEE1.04.0Yes (X)$0$12,181$6,659
GREG ARMSTRONG
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL BOEHMER
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
CHUCK NUNEZ
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
SCOT VANBUSKIRK
MANAGEMENT TRUSTEE1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$668,591TotReportableCompRltdOrgAmt
Total Other Compensation$290,132TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENESYS ADMINISTRATORS
7180 KOLL CENTER PKWY STE 200PLEASANTONCA94566ADMINISTRATION$1,081,744
BAYSPORT INC
14830 LOS GATOS BLVD STE 101LOS GATOSCA95032WELLNESS PROGRAM$156,871
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
EMPLOYER CONTRIBUTIONS900099$42,559,727$42,559,727$0$0
PARTICIPANT CONTRIBUTIONS900099$2,801,840$2,801,840$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$45,361,567TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,049,173TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,049,173ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,737,282SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$34,926,984SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$189,702SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$189,702TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$189,702ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,221,038TotalRevenueColumnAmt
Related Or Exempt Func Income$45,361,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,859,471ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$47,042,499TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,103,769TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,496TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$52,515TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$193,730TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$85,911TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,790TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,760TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,531TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,206TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
PCORI FEE$16,261
SERVICE CORP FEES$166,555
MISCELLANEOUS EXPENSES$42,292

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,846,315TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,119,428BOYAmt
EOY$4,643,077EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,327,729BOYAmt
EOY$5,126,846EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,707,443BOYAmt
EOY$4,865,996EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,679BOYAmt
EOY$20,549EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,838,468BOYAmt
EOY$56,737,202EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,729,566BOYAmt
EOY$5,090,187EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,744,313BOYAmt
EOY$76,483,857EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$129,152BOYAmt
EOY$16,675EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,133,991BOYAmt
EOY$17,195,877EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,263,143BOYAmt
EOY$17,212,552EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

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$60,481,170BOYAmt
EOY$59,271,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,481,170BOYAmt
EOY$59,271,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,744,313BOYAmt
EOY$76,483,857EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,625,277ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$415,412NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$5,090,187BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,090,187TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONSDesc
Amt$17,195,877Amt
FieldValueIRS element (for citing)
Total Liability$17,195,877TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$47,442,720TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$415,412NetUnrealizedGainsInvstAmt
Revenue Not Reported$415,412RevenueNotReportedAmt
Revenue Subtotal$47,027,308RevenueSubtotalAmt
Investment Expenses Not Incld$193,730InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$193,730RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$47,221,038TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$47,590,699TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$47,590,699ExpensesSubtotalAmt
Investment Expenses Not Incld2$193,730InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,061,886OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,255,616ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$48,846,315TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS $1,061,886.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
GREG BONATO
LABOR TRUSTEE$0$231,719$0$0$0$636$0$51,539$0$39,593$0$323,487
JASON GUMATAOTAO
LABOR TRUSTEE$0$201,820$0$0$0$699$0$51,539$0$39,593$0$293,651
GORGINA HALAUFIA
LABOR TRUSTEE$0$201,820$0$0$0$648$0$51,539$0$39,593$0$293,600

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION A - LINE 8B:The plan does not have any committees with authority to act on behalf of the governing body.
PART VI, SECTION B - LINE 11B:THE PLAN'S CPA PREPARES THE FORM 990 AND PRESENTS IT TO THE 3RD PARTY ADMINISTRATOR FOR REVIEW, WHO THEN GIVES IT TO THE CO-CHAIRS FOR THEIR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST.
PART VI, SECTION B - LINES 12C, 13 AND 14:THE TRUSTEES FORMALLY ADOPTED THE CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICIES ON FEBRUARY 19, 2010. At least once annually, trustees and other individuals subject to the conflict of interest policy will be asked to disclose any relationships or interests that could give rise to a conflict.
PART VI, SECTION C - LINE 19:THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

ALAMEDA CO JATC
IBEW LOCAL 595
NECANORTHERN CA CHAPTER
SAN JOAQUINSTOCKTON JATC
OAKLAND HOUSING AUTHORITY

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

BIG VALLEY ELECTRIC
MEGALECTRIC ELECTRICAL

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (198 entries)

AMS ELECTRIC
BECI ELECTRIC INC
BEI CONSTRUCTION INC
BLOCKA CONSTRUCTION
BOCKMON & WOODY ELEC
BRAYER ELECTRIC
CBF INC
CENTRAL SIERRA
CONTINENTAL ELECTRIC
CUPERTINO ELECTRIC INC
D W NICHOLSON CORP
DAWSON ELECTRIC
EMCORMESA ENERGY SYSTEMS
GILLS ELECTRIC CO
HOTLINE CONSTRUCTION INC
L & H AIRCO
METROPOLITAN ELEC CONST
RED TOP (EMERYVILLE)
SMITH & SONS ELECTRIC
WATSON ELECTRIC INC
ATLASPELLIZZARI ELECT
BANISTER ELECTRIC
BASS ELECTRIC
COLEVAN ELECTRIC INC
COLLINS ELECTRIC INC
COLUMBIA ELECTRIC
CON J FRANKE ELECTRIC
DECKER ELECTRIC CO INC
DEL MONTE ELECTRIC
DESIGN ELECTRIC
EAGLE ELECTRIC
GREGERSEN ELECTRIC CO
HVAC CONTROLS CORP
INDUSTRIAL ELECTRIC
MAXIMUM ELECTRIC
MCPEAK ELECTRIC
MIKE BROWN ELECTRIC
PALMER ELECT
POINT ONE ELECTRICAL SYS
SAN JOAQUIN ELECTRIC
SHIMMICK CONSTRUCTION CO INC
SPRIG ELECTRIC
SYSERCO INC
SYSTEMS MECHANICAL
THERMA CORP
VINCENT ELECTRIC
W BRADLEY ELECTRIC INC
WHITTINGTON ELECT
ADVANCED LIGHTING SERVICES INC
AIR SYSTEMS INC
AKIMA LLC
ALDRIDGE ELECTRIC INC
AMP ELECTRIC
ANVIL POWER INC
BAXTER ELECTRIC
BEAMANS ELECTRIC
BEAR ELECTRICAL SOLUTIONS
BIRDI CONSTRUCTION INC
BME ELECTRICAL CONSTRUCTION INC
C H REYNOLDS ELECTRIC INC
CALIFORNIA PLUS ENGINEERING
CAMPBELL FAMILY ELECTRIC
CENTRAL VALLEY ELECTRIC INC
CN O'NEILL ELECTRIC INC
CONTRA COSTA ELECT
CONTROL SOLUTIONS
CROCKETT ELECTRIC
CSI ELECTRICAL CONTRACTORS INC
DECKER ELECTRIC INC (WICHITA KS)
DECOTECH SYSTEMS INC
DIGITAL DESIGN COMMUNICT
DIRECT DIGITAL CONTROLS
DMZ BUILDERS
DYNAMIC GENERATOR SERVICE INC
EDWARD W SCOTT ELECTRIC
ELCOR ELECTRIC
ELECTRICRAFT INC
ELITE POWER INC
ELOCIN CONSTRUCTION CO
ENVISE
FULL SERVICE ELECTRIC LLC
FUSION ELECTRIC INC
GRAND ELECTRIC & CONSTRUCTION CO
H A BOWEN ELECTRIC
HAMILTON & DILLON ELECT
HANGTOWN ELECTRIC
HI-VOLTAGE SPLICING CO INC
HOWE ELECTRIC
IBEW L595LOST WAGES
INTERMOUNTAIN ELECTRIC COMPANY
J & A ELECTRIC INC
J D CAHILL ELECTRIC
JEMA & COMPANY
KAISER
LONG ELECTRIC COMPANY
MCCLURE ELECTRIC INC - SF
MCGRATH ELECTRIC INC
MCKEE AND COMPANY ELECTRIC
MCMILLAN ELECTRIC
MDE NORTH INC
MORROW MEADOWS CORP
N2 ELECTRIC INC
NET ELECTRIC INC
NEWTRON INC
NILES ELECTRIC CO
NORTHERN ELECTRIC INC
OEG INC
OLSON ELECTRICAL SERVICES
OMSTEAD ELECTRIC CONSTRUCTION
PACIFIC EXCAVATION
PACIFIC METRO ELECTRIC
PACIFIC RACING ASSOC
PAGANINI ELECTRIC CO
PERRY ELECTRIC INC
PFEIFFER ELECTRIC
PRESIDIO SYSTEMS INC
PRESTON ELECTRIC LLC
PRO-CAL ELECTRICAL CONTRACTING
PROFESSIONAL TELECOMMUNICATIONS SERVICES
QUALITY CONSTR SERVICES
R C ELECTRIC
RAY'S ELECTRIC
RED DIPPER INC
REDWOOD ELECTRIC GROUP
ROSENDIN ELECTRIC
ROYAL ELECTRIC
S D ELECTRIC
SAC VALLEY ELECTRIC
SCHETTER ELECTRIC LLC
SILMAN CONSTRUCTION
ST FRANCIS ELECT
STRATEGIC MECHANICAL INC
SUPERIOR ELECTRIC INC
TAFT ELECTRIC COMPANY
TENNYSON ELECTRIC INC
TRI COUNTY POWER & AUTOMATION INC
TRI-BAY ELECTRIC INC
TRI-NOVA INC
TRYCO ELECTRIC INC
TULUM SYSTEMS
WELLS GLOBAL WEST LLC
WILHITE ELECTRIC
WIRE TECH ELECTRIC INC
YOTTA ELECTRICAL SERVICES INC
YOUNG ELECTRIC CO
3D TECHNICAL SERVICES INC
ADVANCED TECHNOLOGY INC
BRIGHTEN UP ELECTRIC
CLE ELECTRIC INC
CROSSTOWN ELECTRICAL & DATA INC
DC ELECTRICAL GROUP INC
EMIL J WEBER ELECT
GENTEC SERVICES INC
LE ELECTRIC INC
LIFFEY ELECTRIC INC
MEL ELECTRIC INC
OBR ELECTRIC
P B ELECTRIC INC
SARGENT ELECTRIC COMPANY
SIERRA ELECTRIC CO
SILVER CREEK CONSTRUCTION INC
STUDEBAKER BROWN ELECTRIC INC
U S ELECTRIC TECHNOLOGIES INC
WATERWORKS INDUSTRIES INC
WILD ELECTRIC
MARK OLSON ELECTRIC INC
PACIFIC INDUSTRIAL ELECTRIC
MEGA ELECTRIC & PV
AMPLE ELECTRIC
ANDERSON NU POWER CO
BAY ELECTRICAL SERVICE TECHNICIANS
BHOGAL BROTHERS CONSTRUCTION INC
BOOTH ELECTRIC
CAL-PACIFIC CONSTRUCTION INC
CDCR - NORTHERN YOUTH REGION
CHULA VISTA ELECTRIC CO
CONTI CORPORATION
CORROSION INTEGRITY LLC
GENERAL LIGHTING SERVICE INC
GREEN LEAF SOLAR & ELECTRIC
IMP ELECTRICAL & AUTOMATION SOLUTIONS
J V ELECTRIC
LAKESHORE ELECTRIC & ENGINEERING
LEED ELECTRIC INC
MB HERZOG ELECTRIC
POWER TELECOMM & SECURITY INC
RADMAN ELECTRIC
ROOK ELECTRIC
SADLERCO ELECTRIC
SIGAL UTILITY
STOCKMAN'S ENERGY
STRATEGIC MECHANICAL INC
SYNERGY 768 ELECTRIC LLC
TAFT ELECTRIC COMPANY
TDN ELECTRIC INC
TENNYSON ELECTRIC INC
TRIDENT ELECTRIC
VOLTRON ELECTRIC INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd