2024-12-16T12:41:33-05:00 2024-01-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2023-02-01 237316778 TEAMSTERS LIFE INSURANCE TRUST FUND % LISA DAVIES TEAM 9258337300 4160 DUBLIN BOULEVARD Suite 400 DUBLIN CA 94568 Richard Muto TRUSTEE 9258337300 2024-12-15 true true JOSEPH M THIERMANN P01066616 9252779100 2024-12-15 2023 2024-10-15 13:58:12Z Richard Muto 4160 DUBLIN BOULEVARD 400 DUBLIN CA 94568 34575436 false X NONE X 1973 CA PROVIDE LIFE INSURANCE AND AD&D BENEFITS. 6 5 0 0 0 0 0 0 194867 197216 1204710 2321933 0 0 1399577 2519149 0 0 259010 590151 15000 27000 0 0 0 483686 744447 757696 1361598 641881 1157551 34290031 35642496 264318 341513 34025713 35300983 TO PROVIDE LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND RETIREES COVERED BY COLLECTIVE BARGAINING AGREEMENTS. false false PROVIDED LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND RETIREES COVERED BY COLLECTIVE BARGAINING AGREEMENTS. false false false false false false false false false true 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 true false false true 11 0 true 0 false false false false false false false false X 6 5 false true false false false false false true false false false true true true true true true false true false CA X LISA DAVIES 9258337300 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94568 X JOHN HURLEY TRUSTEE 2.0 0.0 X 7000 0 0 darrell pratt CHAIRMAN 2.0 0.0 X 6800 0 0 RICHARD MUTO CO-CHAIRMAN 2.0 0.0 X 6600 0 0 JERRY HAMMACK TRUSTEE 2.0 0.0 X 6600 0 0 STACEY CUE TRUSTEE 2.0 0.0 X 0 0 0 ASHLEY ALVARADO TRUSTEE 2.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 27000 0 0 0 false false false HEALTH SERVICES BENEFITS ADMINIST 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94568 PLAN ADMIN 292712 1 0 EMPLOYER CONTRIBUTIONS 900099 194208 194208 EXPERIENCED RATED REFUNDS 900099 3008 3008 197216 859063 859063 0 0 0 0 0 33519157 32056287 1462870 1462870 1462870 0 0 0 0 0 0 0 0 0 0 0 2519149 197216 0 2321933 0 0 0 590151 27000 0 0 0 0 0 312415 70565 50523 0 0 158688 40055 0 19405 0 0 0 0 0 37291 0 0 0 53793 MISCELLANEOUS EXPENSES 1712 1361598 X 92865 250382 0 0 0 0 18915 15969 0 0 0 0 0 0 0 0 23732 24062 0 0 29340490 21550219 4585733 13739669 0 0 0 0 228296 62195 34290031 35642496 37096 64652 0 0 0 0 0 0 0 0 0 0 0 0 0 0 227222 276861 264318 341513 X 0 0 0 0 34025713 35300983 34025713 35300983 34290031 35642496 1157551 117719 X X false true X true false CORE RE INVESTMENT TRUST 3943213 F LIMITED LIABILITY COMPANY 9796456 F 13739669 0 DUE TO BROKER 44514 PREMIUMS PAYABLE 232347 276861 X 2478180 117719 117719 2360461 158688 158688 2519149 970563 970563 158688 232347 391035 1361598 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Plan and to 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 Internal Revenue Service. The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of January 31, 2024, 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 PREMIUMS PAYABLE FORM 990, PART VI, SECTION A, LINE 3: THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B: THE PLAN DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT-OF-INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT, AT LEAST ONCE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B: THE COMPENSATION FOR THE TRUSTEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BASED ON AN ESTIMATED FAIR VALUE FOR THE SERVICES PROVIDED By THE TRUSTEES IN PERFORMING THEIR DUTIES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION PAID TO CERTAIN TRUSTEES EMPLOYED BY OTHER RELATED NON-PROFIT ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR. SEE SUPPLEMENTAL PAGE SEE SUPPLEMENTAL PAGE SEE SUPPLEMENTAL PAGE false false false false false false false false false false false 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 LIFE INSURANCE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31,2024, THERE ARE APPROXIMATELY 30 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE 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. BELLINGHAM COLD STORAGE CAMPBELL SOUP DIXON CANNING CITY OF BURLINGTON CONAGRA(HUNT-WESSON) COWLITZ COUNTY OFFICE DARIGOLD INC. DEL MONTE#1 DEL MONTE #450 ESCALON PACKERS H.J. HEINZ LTI, INC. OREGON PROCESSORS PACIFIC COAST PRODUCERS-LODI PACIFIC COAST PRODUCERS-WOODLAND PACIFIC COAST PRODUCERS-DC PEPSICO/QUAKER OATS COMP. SANITARY SERVICE SANITARY SERVICE COMPANY SANITARY SERVICE RECYCLING DEPT SMITH FROZEN FOODS STANISLAUS FOODS TEAMSTERS JOINT COUNCIL #7 LOCAL 70 LOCAL 150 LOCAL 231 LOCAL 315 LOCAL 350 LOCAL 890 MERGED 856 LOCAL 948