2026-04-15T13:55:47-05:00 2025-06-30 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-07-01 956474516 SOUTHERN CALIFORNIA DRUG BENEFIT FUND % JOHN YOUNG SOUT 3236668910 2220 HYPERION AVE LOS ANGELES CA 90027 KATHY FINN TRUSTEE 3236668910 2026-04-08 true true Gustavo Valle P02005844 8187692010 2024 2025-03-06 01:10:19Z JOHN YOUNG 2220 HYPERION AVE LOS ANGELES CA 90027 210698042 false X WWW.UFCWDRUGTRUST.ORG X 1974 CA SEE SCHEDULE O 9 0 19 0 0 0 0 0 102363110 99823507 2718045 2184793 15973 341747 105097128 102350047 0 0 103461241 99799580 2400814 2444989 0 0 0 3864764 5119897 109726819 107364466 -4629691 -5014419 63523423 56516684 35114537 32754175 28408886 23762509 X SEE SCHEDULE O false false SEE SCHEDULE O 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 15 0 true 19 true false false false false false false false false 9 0 false false false false false false false true true false false true false false true false false false X JOHN YOUNG 3236668910 2220 HYPERION AVE LOS ANGELES CA 90027 X X JOHN YOUNG ADMINISTRATOR 27.0 13.0 X 111975 52694 29247 DAVID PIDLAOAN EMPLOYEE 27.0 13.0 X 75460 35510 29247 STEVEN ESTRADA EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 EDNA BECHARA EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 TODD WALTERS UNION TRUSTEE 1.0 0.0 X 0 0 0 TOM GUZ EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 KATHY FINN UNION TRUSTEE 1.0 0.0 X 0 0 0 MATT BRUNO UNION TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL A STRAETER UNION TRUSTEE 1.0 0.0 X 0 0 0 ANDREA ZINDER UNION TRUSTEE 1.0 0.0 X 0 0 0 mark ramos union trustee 1.0 0.0 X 0 0 0 187435 88204 58494 1 false true false ANTHEM BLUE CROSS OF CALIFORNIA 3075 VANDERCAR WAY CINCINNATI OH 45209 MANAGED CARE ADMIN 2037038 SCHWARTZ STEINSAPIR DOHRMANN SO 6300 WILSHIRE BLVD STE 2000 LOS ANGELES CA 90048 LEGAL 374387 DELTA DENTAL OF CALIFORNIA 17871 PARK PLAZA DR STE 200 CERRITOS CA 90703 DENTAL ADMIN 242374 THE SEGAL GROUP INC 180 HOWARD ST STE 1100 SAN FRANCISCO CA 94105 CONSULTANT 264469 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 91505 AUDITOR 229661 5 0 EMPLOYER CONTRIBUTIONS 900099 96857412 96857412 EMPLOYEE SELF-PAYMENTS 900099 2165233 2165233 RETIREE SELF-PAYMENTS 900099 800862 800862 99823507 2461024 2461024 0 0 0 0 0 108071764 108347995 -276231 -276231 -276231 0 0 0 0 0 0 0 0 0 SETTLEMENT INCOME 900099 341747 341747 341747 102350047 100165254 2184793 0 0 0 99799580 131863 0 1565156 92979 518928 136063 0 444588 235830 0 0 16583 3011678 0 641880 0 0 94198 0 0 10070 0 0 0 89656 LOC. UN. INS. DEP. ADM. EXP. 488105 ALLOCATED DEPRECIATION EXP. 72639 PCORI FEES 14670 107364466 3752 22558 7878854 8943313 0 0 9111495 9918691 0 0 0 0 0 0 0 0 18271 15653 0 0 46511051 37616469 0 0 0 0 0 0 0 0 63523423 56516684 1392742 1130156 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33721795 31624019 35114537 32754175 X 0 0 0 0 28408886 23762509 28408886 23762509 63523423 56516684 -5014419 368042 X false true X true 0 PREMIUMS PAYABLE 281229 CLAIMS PAYABLE 3390870 REPORTED 4421000 ACCUM. ELIGIBILITY 23385404 DUE TO RELATED THIRD PARTY 145516 31624019 X 102718089 368042 368042 102350047 102350047 109482301 33596338 33596338 75885963 31478503 31478503 107364466 PART X, LINE 2: ACCOUNTING 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 2D: JUNE 30, 2024 BENEFIT OBLIGATIONS $33,596,338 PART XII, LINE 4B: JUNE 30, 2025 BENEFIT OBLIGATIONS $31,478,503 false false false JOHN YOUNG ADMINISTRATOR 111975 52694 0 0 0 0 3750 1764 16138 7595 131863 62053 PART I, LINE 1 AND PART III, LINES 1 AND 4A: THE SOUTHERN CALIFORNIA DRUG BENEFIT FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HOSPITAL - MEDICAL, CHEMICAL DEPENDENCY TREATMENT, DENTAL, ORTHODONTIC, PSYCHIATRIC, PRESCRIPTION, PREDICTIVE MEDICINE, DEATH, SUPPLEMENTAL UNEMPLOYMENT AND DISABILITY, INDUSTRY VACATION, VISION AND OTHER BENEFITS TO ACTIVE EMPLOYEES AND THEIR DEPENDENTS; AND HOSPITAL - MEDICAL, PRESCRIPTION AND DEATH BENEFITS TO RETIRED EMPLOYEES AND THEIR DEPENDENTS. PART I, LINE 5; PART V, LINES 2A AND 2B; PART IX, LINES 7-10: THE PLAN HAS NO STATUTORY EMPLOYEES, HOWEVER, FORMS W-2/W-3 WERE FILED FOR PLAN PARTICIPANTS WHOSE REGISTERED DOMESTIC PARTNERS RECEIVED BENEFITS FROM THE PLAN. THE SALARIES AND WAGES, PENSION PLAN CONTRIBUTIONS, OTHER EMPLOYEE BENEFITS AND PAYROLL TAX REPORTED IN PART IX WERE ALLOCATED TO THIS PLAN BY A RELATED ORGANIZATION, SEE SCHEDULE R. PART VI, LINE 11B: THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND UPON APPROVAL, DESIGNATES AND AUTHORIZES AN INDIVIDUAL TO SIGN THE RETURN. PART VI, LINE 12A: THE PLAN IS AN EMPLOYEE BENEFIT TRUST SUBJECT TO THE FIDUCIARY AND PROHIBITED TRANSACTION RULES OF ERISA SECTIONS 404 AND 406, 29 U.S.C. SECTIONS 1104 AND 1106. PART VI, LINES 15A AND 15B: MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE SUMMARY PLAN DESCRIPTION IS DISTRIBUTED TO ALL PARTICIPANTS. THE FINANCIAL STATEMENTS ARE DISTRIBUTED TO ALL TRUSTEES AND PROFESSIONAL ADVISORS AND UPON REQUEST TO OTHER INTERESTED PARTIES. THE SUMMARY ANNUAL REPORT WITH ERISA - REQUIRED FINANCIAL INFORMATION IS PROVIDED TO ALL PARTICIPANTS ANNUALLY. PART VII, COLUMNS (E) AND (F): ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990. SC UFCW UNIONS AND DRUG EMP PENSION FD 2220 HYPERION AVE LOS ANGELES CA 90027 516029925 EE BENEFIT PL CA 401(A) N/A NA false SEE SUPPLEMENTAL INFORMATION SEE SUPPLEMENTAL INFORMATION false false false false false false false false false false false false false true true true false false false SC UFCW UNIONS & DRUG EMPLOYERS PENSION FUND N 166837 ACTUAL COST SC UFCW UNIONS & DRUG EMPLOYERS PENSION FUND O 1677131 ACTUAL COST SC UFCW UNIONS & DRUG EMPLOYERS PENSION FUND P 3422060 ACTUAL COST PART III AND PART IV, LINE 1: THE PLAN HAS FORTY CONTRIBUTING EMPLOYERS WHOSE INFORMATION IS AVAILABLE AT THE ADMINISTRATIVE OFFICE.