2026-03-10T14:28:31-05:00 2025-04-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-05-01 941206350 CALIFORNIA SVC EMPLOYEES HEALTH & WELFARE TRUST FUND % NORTHWEST ADMINISTRATORS IN CALI 6505707300 1000 MARINA BLVD Suite 400 BRISBANE CA 940051841 MARK SHARWOOD TRUSTEE 6505707300 2026-03-16 true true TROY ATKINSON P00739466 9252779100 2024 2025-03-06 01:10:19Z MARK SHARWOOD 1000 MARINA BLVD400 BRISBANE CA 940051841 339956693 false X N/A X 1951 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 8 0 26 0 0 0 0 0 130200095 141447159 11623794 7020194 1358775 748363 143182664 149215716 0 0 119144684 129346556 970218 835207 0 0 0 2535358 2990642 122650260 133172405 20532404 16043311 160648171 181327371 24552828 24709711 136095343 156617660 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false false false false false true 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 117 0 true 26 true false false false false false false false false X 8 0 false true false false false false false true true false false true false true true true true false CA X NORTHWEST ADMINISTRATORS IN 6505707300 1000 MARINA BLVD STE 400 BRISBANE CA 940051841 X VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 40.0 0.0 X 187871 0 81938 RAYMOND NANN ALTERNATE TRUSTEE 5.0 0.0 X 18000 0 43083 LARRY T SMITH TRUSTEE 5.0 0.0 X 18000 0 43083 JAMES ALTIERI ALTERNATE TRUSTEE 5.0 0.0 X 18000 0 43083 DAVID HUERTA TRUSTEE 0.3 0.0 X 0 0 0 MARK SHARWOOD TRUSTEE - CHAIRMAN 0.5 0.0 X 0 0 0 CHRISTOPHER BOUVIER TRUSTEE 0.5 0.0 X 0 0 0 LUIS FUENTES ALTERNATE TRUSTEE 0.5 0.0 X 0 0 0 Mark Langermann ALTERNATE TRUSTEE - EFF.5/1/25 5.0 0.0 X 0 0 0 241871 0 211187 1 false true false WITHUMSMITHBROWN PC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 631723 MCMORGAN COMPANY LLC ONE FRONT ST SUITE 500 SAN FRANCISCO CA 94111 INVESTMENT MANAGER 258462 NORTHWEST ADMINISTRATORS' INC 2323 EAST LAKE AVE E SEATTLE WA 98102 ADMINISTRATOR 915121 SEGAL CONSULTING 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 CONSULTING 165815 4 0 EMPLOYER CONTRIBUTIONS 900099 141187576 141187576 PARTICIPANT CONTRIBUTIONS 900099 259583 259583 141447159 6921112 6921112 0 0 0 0 0 190840059 190740977 99082 99082 99082 0 0 0 0 0 0 0 0 0 COBRA STIMULUS INCOME 900099 748363 748363 748363 149215716 142195522 0 7020194 0 0 0 129346556 186534 0 451368 136629 15455 45221 878917 129140 756955 0 0 333740 410294 0 238276 0 0 25920 1361 0 46524 0 0 0 152171 REGULATORY COMPLIANCE PROJ EXP 2853 TRANSLATION FEES 10423 DUES & SUBSCRIPTION 1525 MISCELLANEOUS 2543 133172405 122370 156549 16280814 15932243 0 0 12778000 13902000 0 0 0 0 0 0 0 0 0 0 0 0 130930873 149942119 0 0 0 0 0 0 536114 1394460 160648171 181327371 189986 125870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24362842 24583841 24552828 24709711 X 0 0 0 0 136095343 156617660 136095343 156617660 160648171 181327371 16043311 4479006 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 23803000 CLAIMS INCURRED BUT NOT REPORTED 138000 GROUP INSURANCE PREMIUMS PAYAB 593000 CLAIMS PAYABLE 49841 24583841 X 153360982 4479006 4479006 148881976 333740 333740 149215716 132617666 132617666 333740 220999 554739 133172405 PART X, LINE 2: The IRS has determined and informed the Trustees by a letter dated October 1959, that the Plan and related trust are designed in accordance with applicable sections of the Internal Revenue Code ("IRC"). The plan administrator believes that the Plan is designed, and is currently being operated, in compliance with the applicable requirements of the IRC and, therefore, believes that the Plan is qualified, and the related trust is tax-exempt. Plan management is required to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently audits for any tax periods in progress. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS: $220,999 X false false false VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 187871 0 0 0 0 0 61747 0 20191 0 269809 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH NORTHWEST ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE PLAN'S EMPLOYEES BASED ON STAFF CLASSIFICATIONS AND WAGE SCALES ALONG WITH OTHER DATA AVAILABLE. THE COMPENSATION FOR THE TRUSTEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BASED ON THE AMOUNT OF TIME THE TRUSTEES SPEND PERFORMING THEIR DUTIES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: SOME TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR MORE INFORMATION, CONTACT THE THRID-PARTY ADMINISTRATOR, NORTHWEST ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDITOR AND FOR SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. FORM 990, PART VI, LINE 2A: THE PLAN HAS 6 EMPLOYEES, HOWEVER THE FORM W-3 REPORTED 26. THERE WERE 20 PARTICIPANTS THAT RECEIVED A W-2 FOR IMPUTED INCOME FOR DOMESTIC PARTNER BENEFITS RECEIVED. SEIU-USWW 828 WEST WASHINGTON BLVD LOS ANGELES CA 90015 770214817 LABOR UNION CA 501(C)(5) N/A NA false false false false false false false false false false false true false false false false false false false false 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 APRIL 30, 2025, THERE WERE 84 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISRTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, 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&A MAINTENANCE ENTERPRISE INC. 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SOS SECURITY, LLC STATER BROTHERS MARKET SUNRISE FLOOR SYSTEMS, LLC SUPER A FOODS TOWNSHIP BLDG MAINT - ORANGE UG2 LLC - 707 WILSHIRE UNISERVE PROJECT MANAGEMENT UNITE HERE LOCAL 2 US METRO GRP - 1250 4TH ST SITE VELOCITY BUILDING SOLUTIONS VON'S GROCERY CO - LA SITE WILSHIRE TERRACE APTS. WORLD SERV WEST - LAX INFLIGHT XPERIENCE CLEANING SERVICES - CITY DRIVE