Daimler Trucks NA LLC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Daimler Trucks NA LLC (EIN 93-0886584)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349308588
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T17:21:39-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930886584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIMLER TRUCKS NA LLC | BusinessNameLine1 |
| Business Name Line2 | EMPLOYEE BENEFIT SUPPLEMENTAL TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAIM | NameControl |
| Phone | 5037456179 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 NW VAUGHN ST NO 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL KURUC | Name |
| Title | DIRECTOR OF TAXES | Title |
| Phone | 5037456179 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL KURUC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 NW VAUGHN ST NO 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1518132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 36594 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 15377 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 276008 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1480780 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 164929 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 440937 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1518132 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7588044 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 9619476 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2058501 | OtherExpensePriorYear |
| Other Expenses Current Year | 895663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9646545 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10515139 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9205608 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8997007 | RevenuesLessExpensesCY |
| Total Assets BOY | 28916117 | TotalAssetsBOY |
| Total Assets EOY | 19925331 | TotalAssetsEOY |
| Total Liabilities BOY | 194151 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 200372 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28721966 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19724959 | NetAssetsOrFundBalancesEOY |
| Mission Description | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE MEDICAL BENEFITS FOR RETIREES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SWAINSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5037456179 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 NW VAUGHN ST SUITE 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JUERGEN KRITSCHGAU | ||||||
| CHAIR, MEMBER | 0.50 | X | X | 0 | 0 | 0 |
| PAUL HURD | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ROGER NIELSEN | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JOHN O'LEARY | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JAMES PICKENS | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KELLEY PLATT | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| BOB ROBERTSON | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DAVID SWAINSON | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CHARLIE WAIBEL | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KAISER PERMANENTE | |||||
| 1 KAISER PLZ | OAKLAND | CA | 94612 | CONTRACT ADMINISTRATOR | 662626 |
| BLUE CROSS BLUE SHIELD | |||||
| 600 E LAFAYETTE BLVD | DETROIT | MI | 48226 | CONTRACT ADMINISTRATOR | 505379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRIBUTIONS | 525100 | 1470853 | 1470853 |
| RECOVERY OF BENEFITS | 525100 | 9927 | 9927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1480780 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36107 | TotalRevenueColumn |
| Unrelated Business Revenue | 39594 | UnrelatedBusinessRevenue |
| Exclusion | -$3,487 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1245 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1245 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1245 | TotalRevenueColumn |
| Unrelated Business Revenue | -3000 | UnrelatedBusinessRevenue |
| Exclusion | $4,245 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1518132 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1480780 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36594 | UnrelatedBusinessRevenue |
| Exclusion | $758 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9619476 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26252 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930645 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| UNRELATED BUSINESS TAX | 110000 |
| STATE INCOME TAX | 72000 |
| INCOME TAX BENEFIT | -243234 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10515139 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28411899 | BOY |
| EOY | 19422428 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1464 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504218 | BOY |
| EOY | 501439 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28916117 | BOY |
| EOY | 19925331 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6054 | BOY |
| EOY | 13790 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188097 | BOY |
| EOY | 186582 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194151 | BOY |
| EOY | 200372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28721966 | BOY |
| EOY | 19724959 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28721966 | BOY |
| EOY | 19724959 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28916117 | BOY |
| EOY | 19925331 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -8997007 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 186582 | FederalIncomeTaxLiability |
| Total Of Amounts | 186582 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINTED UNDER IRC SECTIONS 511 THROUGH 515. THE PLAN EVALUATES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC 450-10-05 -ACCOUNTING FOR CONTINGENCIES, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND ESTIMABLE. AS OF DECEMBER 31, 2010 AND 2009, THE PLAN HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JUERGEN KRITSCHGAU IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. PAUL HURD IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. ROGER NIELSEN IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. JOHN O'LEARY IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. JAMES PICKENS IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. KELLEY PLATT IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. BOB ROBERTSON IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. DAVID SWAINSON IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. CHARLIE WAIBEL IS RELATED TO ALL OTHER MEMBERS OF THE INVESTMENT COMMITTEE THROUGH A BUSINESS RELATIONSHIP. ALL INVESTMENT COMMITTEE MEMBERS ARE EMPLOYED BY DAIMLER TRUCKS NORTH AMERICA, THE SPONSOR OF THE BENEFIT PLAN AND TRUST. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CORPORATE TAX DIRECTOR AND PLAN ADMINISTRATOR PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 15A, LINE 15B: THE ORGANIZATION DOES NOT COMPENSATE INTERESTED PERSONS. THEREFORE, THE ORGANIZATION DOES NOT HAVE A PROCESS IN PLACE FOR DETERMINING AND REVIEWING COMPENSATION. | ||
| THE ORGANIZATION RELIES ON THE SARBANES-OXLEY ACT, INTERNAL CONTROLS, AND OUTSIDE AUDITS TO ENSURE THAT THE CONFLICT OF INTEREST POLICY IS ENFORCED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| DTNA EMPLOYEE BENEFIT BASIC TRUST | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 943067499 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
| DTNA UNION EMPLOYEE BENEFIT BASIC TRUST | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 931092580 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
| DTNA UNION EMPLOYEE BENEFIT SUPPLEMENTAL TRUST | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 931092582 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
| DTNA EMPLOYEE BENEFIT SUPPLEMENTAL TRUST 2 | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 931098095 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
| DTNA PORTLAND SHOP EMPLOYEE BENEFIT TRUST | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 931207916 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
| MT HOLLY SHOP UAW RETIREE MEDICAL PREMIUM TRUST | |||||||||
| 2701 NW VAUGHN ST SUITE 900 | PORTLAND | OR | 97210 | 931207918 | VEBA TRUST FOR THE PAYMENT OF BENEFITS FOR MEMBERS. | OR | 501 (C) (9) | DAIMLER TRUCKS NORTH AMERICA | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIMLER TRUCKS NORTH AMERICA LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 NW VAUGHN ST SUITE 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930790608 | EIN |
| Primary Activity | VEHICLE MANUFACTURER | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | N/A | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIMLER TRUCKS NORTH AMERICA LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 106724 | AmountInvolved |
| Method Of Amt Determination | EMPLOYER CONTRIBUTIONS - FMV | MethodOfAmtDetermination |