2023-09-29T13:25:17-05:00 2022-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 945834346 990 2022-01-01 943138272 TEAMSTERS MANAGED HEALTH CARE TRUST FUND % DMC INSURANCE ADMINISTATORS TEAM 9254263555 PO BOX 757 PLEASANTON CA 945660075 JIM BEARD CHAIRMAN 9254263555 2023-09-14 true JIM BEARD 999009999 JOSEPH M THIERMANN P01066616 9252779100 2022 2023-04-26 12:10:37Z JIM BEARD PO BOX 757 PLEASANTON CA 945660075 100596187 false X www.tmtfunds.org X 1991 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 5 1 0 0 0 0 0 0 89606394 99910419 684838 685768 0 0 90291232 100596187 0 0 86202790 96208733 0 0 0 0 0 2171396 2468499 88374186 98677232 1917046 1918955 34990586 34014005 7944631 8829628 27045955 25184377 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES 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 false false false false false false false false false false false false false false true false false true 4 0 true 0 false false false false false false false false X 5 1 false true false false false false false true false false true true true true true true false false false CA X DMC INSURANCE ADMINISTATORS 9254263555 1181 QUARRY LANE SUITE 400 - PLEASANTON CA 94566 Jim Beard Chairman 1.0 0.0 X X 0 0 0 DON E GARCIA Co-Chairman 1.0 0.0 X X 0 0 0 BRUCE HEID TRustee 1.0 0.0 X 0 0 0 Stacy Murphy Trustee 1.0 0.0 X 0 0 0 Efren Alarcon Trustee 1.0 0.0 X 0 0 0 see sch o for compensation PaiD by related organizatiONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false DMC INSURANCE ADMINISTRATORS INC PO BOX 757 PLEASANTON CA 94566 THIRD-PARTY ADMIN 1591286 TEAMSTERS ASSISTANCE PROGRAM 80 SWAN WAY SUITE 320 OAKLAND CA 94621 Benefits Admin 110730 WITHUMSMITHBROWNPC 500 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 ACCOUNTING SERVICE 240809 PHYSMETRICS PO BOX 25220 FRESNO CA 93729 BENEFITS ADMIN 134672 4 0 EMPLOYER Contributions 900099 98642948 98642948 Participant Contributions 900099 1225775 1225775 Liquidated Damages 900099 41696 41696 99910419 685768 685768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 100596187 99910419 685768 0 0 0 96208733 0 0 0 0 0 0 1610503 76078 240809 0 0 54837 329958 0 104955 0 0 0 0 0 40538 0 0 0 10821 98677232 X 1120435 1261572 1207842 1193114 0 0 8487162 8725855 0 0 0 0 0 0 0 0 0 0 0 0 24175147 22833464 0 0 0 0 0 0 0 0 34990586 34014005 90300 258655 0 0 175431 458873 0 0 0 0 0 0 0 0 0 0 7678900 8112100 7944631 8829628 X 0 0 0 0 27045955 25184377 27045955 25184377 34990586 34014005 1918955 -3780533 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 8112100 8112100 X 96760817 -3780533 -3780533 100541350 54837 54837 100596187 98020840 98020840 54837 601555 656392 98677232 FORM 990, Part X, Line 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2022, 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: CHANGES IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH DMC Insurance ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD OF TRUSTEES IS SUBJECT TO THE FIDUCIARY RESPONSIBILITY PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED, INCLUDING THE CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANNUALLY AT THE BOARD OF TRUSTEES MEETING, THE TRUSTEES ARE REQUIRED TO DISCLOSE IF THERE ARE ANY CONFLICTS OF INTEREST. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. Teamsters Managed Annuity Trust Po box 757 PLEASANTON CA 94566 943138275 SEE PART VII CA 501(A) N/A NA false INDUSTRIAL EMPLOYER & DISTRIBUTORS ASSN 2200 POWELL STREET EMERYVILLE CA 94608 940294755 SEE PART VII CA 501 (c) 6 N/A nA false INTERNATIONAL BROTHERHOOD OF TEAMSTERS W 7750 PARDEE LANE OAKLAND CA 94621 940963930 SEE PART VII CA 501 (C) 5 N/A NA false BEARD AFFILIATESLLC 5 THOMAS MELLON CIRCLE SAN FRANCISCO CA 94134 043836946 SPONSORING ORG CA NA Corp false false false false false false false false false false false false false false false false false true false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: TEAMSTERS MANAGED ANNUITY TRUST PRIMARY ACTIVITY: TO PROVIDE SUPPLEMENTAL RETIREMENT SAVINGS PROGRAM TO ELIGIBLE PARTICIPANTS NAME OF RELATED ORGANIZATION: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION PRIMARY ACTIVITY: SPONSORING ORGANIZATION NAME OF RELATED ORGANIZATION: INTERNATIONAL BROTHERHOOD OF TEAMSTERS WAREHOUSE WHOLESALE LIQUOR SALESPERSON PRIMARY ACTIVITY: SPONSORING ORGANIZATION SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2022, THERE ARE 3 SPONSORING ORGANIZATIONS AND APPROXIMATELEY 154 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATIONS (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. CHERIN FURNITURE COMPANY SCHAEFER COLD STORAGE MCJUNKIN RED MAN CORPORATION MACMURRAY PACIFIC CITY OF TRACY TEAMSTERS RYERSON ASPIRE BAKERIES LLC CLEAR CHANNEL OUTDOOR, INC. OUTFRONT MEDIA KELLY SPICERS, INC. MARTIN BROWER MARTIN MARIETTA TRACY LOGISTICS, LLC MARTIN BROWER - CLERICAL TERMINATED ANNUITY CEMEX CONSTRUCTION MATERIALS, LP RIGHT AWAY REDY MIX-OAKLAND SIMS METAL MANAGEMENT - 853 RIGHT AWAY REDY MIX-PLEASANTON GENESIS LOGISTICS REYES FLEET MANAGEMENT DOUBLE D TRANSPORTATION ALLIED CONCRETE REDY MIX SERVICES RIGHT AWAY REDY MIX-MARTINEZ HEATH CERAMICS CANTEEN VENDING - SAN JOSE SFO SHUTTLE BUS COMPANY KELLOGG USA, INC. AMPORTS AMPORTS - MACHINIST IMPERIAL PARKING US, LLC ALSCO, INC. CHRISTY VAULT COMPANY ARAMARK REFRESHMENT SERVICES OCS ARAMARK REFRESHMENT SERVICES FEDERATED LOGISTICS - UNION CITY FEDERATED LOGISTICS - HAYWARD HYATT REGENCY- SFO T. MARZETTI COMPANY BEST WESTERN GROSVENOR LAZ PARKING - KAISER PRUDENTIAL OVERALL SUPPLY PEERLESS COFFEE COMPANY SAN MATEO HOUSING AUTHORITY PRUDENTIAL CLEANROOM SERVICES MASTER BUILDERS SOLUTIONS TRACY LOGISTICS - CMSP SOLANO GARBAGE - CLERICAL YOUNG'S MARKET COMPANY EXPRESS ARAMARK CLEANROOM SERVICES AMERIPRIDE UNIFORM SERVICES FARMERS PRODUCE SSA TERMINALS THE J. M. SMUCKER COMPANY NAPA RECYCLING & WASTE SERVICES, LLC CORE MARK SAN LEANDRO VENDING BAY AREA OCS ANIXTER S F G P GYPSUM, LLC - ANTIOCH FACILITY FERALLOY PDM STEEL SERVICE CENTERS LAZ PARKING - OAKLAND AIRPORT R & K INDUSTRIAL PRODUCTS SUTTER BASIN GROWERS - CORP. RIVER GARDEN FARMS WHEELER - SONOMA PRINTERS GIUSTOS SPECIALTY FOODS, INC. SIMS METAL MANAGEMENT - 150 BUCHANAN FOOD SERVICE SIERRA PACIFIC READY MIX SERVICES JCDECAUX NORTH AMERICA ALAMEDA COUNTY FAIR ASSOCIATION FARMERS RICE COOPERATIVE BRENNTAG PACIFIC, INC SENTINEL TRANSPORTATION DAVIS INSTRUMENTS MV TRANSPORTATION - LIVERMORE HERTZ - RENT A CAR DOUGLAS PARKING LLC SACRAMENTO LOGISTICS GMD- WAREHOUSE ALUM ROCK USD - ARUSD SACRAMENTO LOGISTIC GMD - RECEIVING RIGHT AWAY REDY MIX-PLEASANTON SHOP FIRST TRANSIT - ANTIOCH WASTE MANAGEMENT OF ALAMEDA COUNTY CALIFORNIA TANK LINES WEST COAST VENDING P & S SALES AVIS BUDGET CAR RENTAL SYSTEM AVIS BUDGET GROUP - ROVERS GOLDEN GATE FIELDS MISSION LINEN SUPPLY- DRIVERS CORRUGATED PACKAGING PRODUCTS, INC CERTAINTEED - FREMONT TRANSDEV - NAPA R & K INDUSTRIAL PRODUCTS - NON UNION HERTZ - SACRAMENTO LOOP TRANSPORTATION - FB MV TRANSPORTATION - PRESIDIO RIGHT AWAY REDY MIX-BRENTWOOD MISSION LINEN SUPPLY- INDUSTRIAL MV TRANSPORTATION - HALF MOON BAY WEDRIVEU REPUBLIC SERVICES BRANNON EQUIPMENT PGS - WESTSIDE I, INC. COMPASS TRANSPORTATION - DRIVERS HEATH CERAMICS - NON UNION LOOP TRANSPORTATION - APPLE CANTEEN VENDING - CLERICAL BAUER'S INTELLIGENT TRANSPORTATION SOUTHERN WINE & SPIRITS ALSCO - SACRAMENTO ALSCO - SANTA ROSA RIGHT AWAY REDY MIX-UNION CITY DOUGLAS PARKING - STANFORD CANTEEN VENDING - SACRAMENTO ZENITH AMERICAN SOLUTIONS SACRAMENTO LOGISTICS - CLERICAL CEMEX - ANTIOCH ARCHER DANIELS MIDLAND COMPANY ALSCO - CONCORD LOOP TRANSPORTATION - STANFORD COMPASS TRANSPORTATION - NON DRIVERS RIVER DISTRIBUTING SP PLUS CORPORATION FIRST TRANSIT - OAKLAND FIRST TRANSIT - STANFORD MV TRANSPORTATION - SAN LEANDRO STORER TRANSIT SYSTEMS MOSAIC GLOBAL TRANSPORTATION - FB RYDER TRUCK RENTAL TRUCKIN' ROCKZ, LLC A PARA TRANSIT CTWI HVYW8, INC. FARMERS RICE COOPERATIVE - WOODLAND TOWNSHIP RETAIL SERVICES, INC. WEDRIVEU - GILEAD DRIVERS FERMA GREENBOX, INC. - DUMP TRUCK HUTTIG BUILDING PRODUCTS GOLDEN BRANDS - SACRAMENTO LOOP TRANSPORTATION - AMAZON ANHEUSER BUSCH - BAY AREA SALES MATAGRANO, INC. MATAGRANO, INC. (NON UNION) FIRST TRANSIT - STANFORD (NON DRIVERS) RNDC - MERCHANDISERS & INSIDE SALES SGWS - MERCHANDISERS & INSIDE SALES BOTTOMLEY DISTRIBUTING SIGNIA BY HILTON SAN JOSE CLS GLOBAL TRANSPORTATION SOUTHERN TIRE MART SP PLUS - SFO SHUTTLE RAC