2025-03-06T13:57:16-06:00 2024-04-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-05-01 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 2025-03-15 true true TROY ATKINSON P00739466 9252779100 2025-03-15 2023 2025-03-06 01:10:19Z MARK SHARWOOD 1000 MARINA BLVD 400 BRISBANE CA 940051841 345658768 false X N/A X 1951 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 7 0 33 0 0 0 0 0 122623439 130200095 1056610 11623794 12664 1358775 123692713 143182664 0 0 116151935 119144684 984853 970218 0 0 0 2453500 2535358 119590288 122650260 4102425 20532404 144061939 160648171 22735771 24552828 121326168 136095343 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 150 0 true 33 true false false false false false false false false X 7 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 159974 0 71293 RAYMOND NANN ALTERNATE TRUSTEE 5.0 0.0 X 18000 0 41280 LARRY T SMITH TRUSTEE 5.0 0.0 X 18000 0 41280 JAMES ALTIERI ALTERNATE TRUSTEE 5.0 0.0 X 18000 0 41280 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 SEE SCHEDULE O FOR COMP PAID BY RELATED ORG 0.0 0.0 X 0 0 0 213974 0 195133 1 false true false NORTHWEST ADMINISTRATORS' INC 2323 EAST LAKE AVE E SEATTLE WA 98102 ADMINISTRATOR 850618 WITHUMSMITH BROWN PC 6101 Bollinger Canyon Rd Ste 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 375755 SEGAL CONSULTING 180 HOWARD STREET STE 1100 SAN FRANCISCO CA 94105 CONSULTING 232540 MCMORGAN COMPANY LLC ONE FRONT ST SUITE 500 SAN FRANCISCO CA 94111 INVESTMENT MANAGER 200775 BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 PROGRAM ACTIVITIES 115602 15 0 EMPLOYER CONTRIBUTIONS 900099 129847880 129847880 EMPLOYEE CONTRIBUTIONS 900099 285640 285640 PRESCRIPTION CLAIMS REBATE 900099 66575 66575 130200095 6036067 6036067 0 0 0 0 0 208063831 202476104 5587727 5587727 5587727 0 0 0 0 0 0 0 0 0 0 COBRA STIMULUS INCOME 900099 1341888 1341888 MISCELLANEOUS INCOME 900099 16887 16887 1358775 143182664 131558870 0 11623794 0 0 0 119144684 174641 0 506425 167283 71049 50820 821608 134936 402506 0 0 354611 421146 0 172484 0 0 25920 1860 0 25648 0 0 0 149502 REGULATORY COMPLIANCE PROJ EXP 19940 TRANSLATION FEES 2564 DUES & SUBSCRIPTION 1425 MISCELLANEOUS 1000 208 122650260 183455 122370 14845914 16280814 0 0 12401000 12778000 0 0 0 0 0 0 0 0 0 0 0 0 116096258 130930873 0 0 0 0 0 0 535312 536114 144061939 160648171 115071 189986 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22620700 24362842 22735771 24552828 X 0 0 0 0 121326168 136095343 121326168 136095343 144061939 160648171 20532404 -5763229 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDIT 23351000 CLAIMS PAYABLE & IBNR 350000 GROUP INSURANCE PREMIUMS PAYAB 612000 ESTIMATED CLAIMS PAYABLE 49842 24362842 X 137064824 -5763229 -5763229 142828053 354611 354611 143182664 120553507 120553507 354611 1742142 2096753 122650260 PART X, LINE 2: The Plan's administrators have analyzed the tax positions taken by the Plan and have concluded that, as of April 30, 2024 and 2023, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS: $1,742,142.00 X false false false VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 159974 0 0 0 0 0 52578 0 18715 0 231267 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 33. THERE WERE 27 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 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, 2024, THERE WERE 79 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. A&A MAINTENANCE, INC -J&J ABLE BLDG MAINT-681 PARKER/1800 E IMPERIAL ABLE BLDG MAINT-JAMBOREE PHASE-IN ABM - 5900 WILSHIRE LLC ADVANCE BLDG MAINT - KAISER PLAN 5808 ALLIED UNIVERSAL - MCA TEMPS APPRENTICE & JOURNEYMAN ARAMARK FACILITY SERV-GALEN CTR ARMOROUS SECURITY BLACKSTONE CONSULTING BRILLIANT GENERAL MAINTENANCE, INC -APPLE BUNKER HILL TOWER CONDO ASSOC C&W FACILITY SERV- TOYOTA CALIFORNIA SERVICE EMPLOYEES TRUST FUND CECP ENTERPRISE, INC. CHENEGA SECURITY COMMERCIAL CLEANING SYSTEMS COMPASS USA- LAX DELTA CUSTOMIZED GUARD SERVICES & SYSTEMS DEL MAR THOROUGHBRED CLUB DIVERSE FACILITY SOLUTIONS, INC.- BURBANK DMS - FOX SITE ENVIRONMENTAL SERVICE SYSTEMS ERMC AVIATION ESC BLDG SVC LLC - MS PROPERTIES FAIRMONT CENTURY PLAZA FLAGSHIP FACILITY SERVICES- HULU G2 SECURE STAFF GELSON'S MARKETS GREENBOX SERVICES GUARANTEE PEST CONTROL, INC ILWU HALL, LOCAL#l0 INNOVATIVE FACILITY SERVICES JANCO FS 3, LLC, DBA VELOCITI SERVICES JANITORIAL EQUIPMENT SVCS, INC KOHL BLDG MAINT LA ARENA CO, LLC -STAPLECTR/MAINTOPS LA HABRA300 BOWL LEVY PREMIUM FOOD SERV-SALES/CASHIER LOCAL 280 PARIMUTUEL EMPLOYEES LOS ANGELES DODGERS - L399 GUARDS MASTERCORP COMMERCIAL SERVICES, LLC - DEL AMO MENZIES AVIATION - GROUND SERVICES MERCHANTS BLDG MAINT - BANTRY HOLDINGS METRO SERV GRP- 5901CENTURY BLVD MIDWAY BUILDING SERVICES MILLENNIUM BILTMORE HOTEL MORRISON HEALTHCARE - DESERT REGIONAL NATIONWIDE JANT'L SERV-CENTURY CITY PARAGON SERVICES JANITORIAL PECHANGA ARENA PEERLESS BLDG MAINT - BIG DOME AREA 3 PEGASUS BUILDING SERVICES PRIDE INDUSTRIES-AREA 3 PROSEGUR RACETRACK LOCAL 280 RALPH'S GROCERY CO.-SAN DIEGO REGENT BEVERLY WILSHIRE HOTEL, INC SBM SITE SERVICES SDH SERVICES WEST/ SODEXO SEIU LOCAL 121RN SEIU LOCAL 99 SERVICON SYSTEM - MCAA NEW HIRES SERVI-TEK, INC. SOS SECURITY LLC STATER BROTHERS MARKET SUNRISE FLOOR SYSTEMS - RALPH'S BFTS 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 VON'S GROCERY CO - LA SITE WGS GROUP, INC WILSHIRE TERRACE APTS. WORLD SERV WEST - LAX IN FLIGHT XPERIENCE CLEANING SERVICES- CITY DRIVE