2026-05-26T11:50:44-05:00 2025-08-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2024-09-01 946130509 CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST % HS&BA CMTA 9258337300 4160 Dublin blvd Suite 100 Dublin CA 94568 DON CROSATTO CHAIRMAN 9258337300 2026-05-21 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z X DON CROSATTO 4160 Dublin blvd 100 Dublin CA 94568 4144952 false X n/a X 1967 CA TO PROVIDE HEALTH AND WELFARE BENEFITS 9 5 0 0 0 0 0 0 3524774 3225046 182372 189389 0 0 3707146 3414435 0 0 3131906 3200934 0 0 0 0 0 333687 350168 3465593 3551102 241553 -136667 5552580 5504055 245028 207792 5307552 5296263 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES. false false false false false false false false false false false false true 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 2 0 true 0 false false false false false false false false X 9 5 false true false false false false false true true false false true true true true true true false false false CA X HSBA 9258337300 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 X TOM DILLON CO-CHAIR 4.0 0.0 X 0 0 0 DON CROSATTO CHAIRMAN 4.0 0.0 X 0 0 0 RICH MORALES Trustee 4.0 0.0 X 0 0 0 JIM SCHWANTZ Trustee 4.0 0.0 X 0 0 0 STEVE SOWINSKI Trustee 4.0 0.0 X 0 0 0 MARK MARTIN TRUSTEE 4.0 0.0 X 0 0 0 MICHAEL HENNEBERRY TRUSTEE 4.0 0.0 X 0 0 0 ROBERT GARCIA TRUSTEE 4.0 0.0 X 0 0 0 WILLY WON TRUSTEE - EFF. 1/2025 4.0 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 HEALTH SERVICES BENEFIT ADMINISTR 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 ADMINISTRATIVE 205038 1 0 PARTICIPANT CONTRIBUTIONS 900099 3225046 3225046 3225046 169906 169906 0 0 0 0 0 750000 730517 19483 19483 19483 0 0 0 0 0 0 0 0 0 0 3414435 3225046 0 189389 0 0 0 3200934 0 0 0 0 0 0 185393 6074 33666 0 0 3467 47159 0 40883 0 0 0 0 0 1751 0 0 0 31775 3551102 300285 674708 402242 291246 0 0 0 0 0 0 0 0 0 0 0 0 24985 24568 0 0 4182338 4204994 0 0 0 0 0 0 642730 308539 5552580 5504055 18339 20587 0 0 160396 175082 0 0 0 0 0 0 0 0 0 0 66293 12123 245028 207792 X 0 0 0 0 5307552 5296263 5307552 5296263 5552580 5504055 -136667 125378 X X false true X true false ACCRUED INTEREST RECEIVABLE 1008 DUE FROM RELATED FUNDS 307531 308539 0 DUE TO RELATED FUNDS 12123 12123 X 3536346 125378 125378 3410968 3467 3467 3414435 3547635 3547635 3467 3467 3551102 PART X, LINE 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of August 31, 2025 and 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. FORM 990, PART VI, SECTION A, LINE 3: THE PLAN CONTRACTED WITH HEALTH SERVICES AND BENEFIT ADMINISTRATORS, INC., TO PROVIDE ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES, OFFICERS AND MANAGEMENT EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. AN ANNUAL STATEMENT MUST BE SIGNED TO AFFIRM THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. THE INTERESTED PARTY MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, INCLUDING ALL MATERIAL FACTS TO THE PLAN MANAGER OR CHAIRMAN FOR REVIEW TO DETERMINE WHETHER A CONFLICT EXISTS AND FOR DECIDING WHETHER THE TRANSACTION SHOULD BE UNDERTAKEN. 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 VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED 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, HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. AUTOMOTIVE INDUSTRIES PENSION TRUST 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 941133245 PENSION CA 501A N/A NA false AUTOMOTIVE INDUSTRIES WELFARE FUND 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 946078226 HEALTH CA 501(C)(9) N/A NA false MACHINISTS RETIREE INVESTMENT TRUST 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 412061777 HEALTH CA 501(C)(9) N/A NA false false false false false false false false false false false false false false false false false false false false FORM 990, PARTS II THROUGH IV: 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. DURING THE YEAR ENDED AUGUST 31, 2025, THERE IS NO EMPLOYER THAT CONTRIBUTES TO THE TRUST AND 8 SPONSORING ORGANIZATIONS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THE SPONSORING ORGANIZATIONS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. AUTOMOTIVE MACHINIST LOCAL 1101 I A OF M LODGE NUMBER 1484 I A OF M LODGE NUMBER 1546 I A OF M LODGE NUMBER 1596 I A OF M LODGE NUMBER 2182 I A OF M LODGE NUMBER 1173 I A OF M LODGE NUMBER 190 PENINSULA AUTO MACHINIST LOCAL LODGE 1414