2022-09-15T15:20:31-05:00 2021-10-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2020-11-01 946102898 OFFICE EMPLOYEES INSURANCE TRUST FUND OF CALIFORNIA OFFI 5104334470 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94502 NATALIE NAYLOR CHAIRPERSON 5104334470 2022-09-15 1 NATALIE NAYLOR 999009999 CATHERINE L GRAY CPA P01294460 9094664410 2022-09-15 3 AAL1 IAL1 2020 2023-04-26 12:10:37Z NATALIE NAYLOR 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94502 8092531 0 X N/A X 1952 CA TO PROVIDE HEALTH AND WELFARE BENEFITS 8 8 0 8 27944 0 0 0 7878242 7295677 35815 27944 887 0 7914944 7323621 0 0 7725246 7113944 0 0 0 0 0 342447 358308 8067693 7472252 -152749 -148631 2466367 2395508 25371 29908 2440996 2365600 NONE 0 0 TO PROVIDE EMPLOYEES, AND THEIR FAMILIES AND DEPENDENTS, HEALTH AND WELFARE BENEFITS FOR APPROXIMATELY 450 PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 0 0 0 X HEALTH SERVICES & BENEFIT ADMINISTRATORS 9258337300 4160 DUBLIN BLVD SUITE 400 DUBLIN CA 94502 X X MICHAEL HARDEMAN CO-CHAIR 5.00 X X 0 0 0 JOHN HADZESS TRUSTEE 5.00 X 0 0 0 CHARLIE WARREN TRUSTEE 5.00 X 0 0 0 GENE PRICE TRUSTEE 5.00 X 0 0 0 JANE BOSIO TRUSTEE 5.00 X 0 0 0 LORETTA RAMIREZ TRUSTEE 5.00 X 0 0 0 ROSEMARIE BOOTHE-BEY TRUSTEE 5.00 X 0 0 0 NATALIE NAYLOR CO-CHAIR 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 6565340 6565340 PARTICIPANT & RETIREE 900099 723476 723476 LIQUIDATED DAMAGES 900099 6861 6861 7295677 20199 20199 776655 768910 7745 7745 7745 7323621 7295677 27944 0 7113944 120545 30000 60163 109688 6193 3229 17732 BANK FEES 8226 MISCELLANEOUS 2320 TELEPHONE 212 7472252 341772 305736 559405 554573 6043 6730 876659 977838 682488 550631 2466367 2395508 25371 29908 25371 29908 X 0 0 0 0 2440996 2365600 2440996 2365600 2466367 2395508 -148631 73235 0 X X 0 1 X 0 0 0 DUE FROM PENSION 550631 550631 X 7396856 73235 73235 7323621 0 7323621 7472252 0 7472252 0 7472252 PART X, LINE 2: THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST MANAGEMENT BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO A CONTRACT ADMINISTRATOR, HEALTH SERVICES & BENEFIT ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 8B THE ENTITY DOES NOT HAVE SUB-COMMITTEES THAT HAVE THE AUTHORITY TO ACT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED WITH TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII SECTION A COLUMN E AND F CERTAIN TRUSTEES OF THE TRUST, FOR WHICH THERE IS NO APPLICABLE REPORTING EXEMPTION, ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS OR SPONSORING ORGANIZATIONS, THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) DIRECTLY AND DID NOT RECEIVE INFORMATION BACK PRIOR TO FILING THE TAX RETURN. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. OFFICE OF PROFESSIONAL EMPLOYEES PENSION TRUST 1640 SOUTH LOOP RD ALAMEDA CA 94502 946110868 TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS CA 501(A) N/A N/A 0 ASSISTANCE RECOVERY PROGRAM INC AFSCME LOCAL 2620 AFSCME DISTRICT COUNCIL 57 SAG-AFTRA AMERICAN POSTAL WORKERS SFCLOUT ASBESTOS WORKERS LOCAL 16 IAM LOCAL 1414 CAL COUNCIL-ENVIRONMENT CALIF FNDN ON THE ENVIRONMENT&ECONOMY CALIFORNIA LABOR FEDERATION CURTIS D LEVIANT DPM OPERATIVE PLASTERS & CEMENT MASONS SAN MATEO LABOR COUNCIL SAN MATEO LABOR COUNCIL BUILDING & CONSTRUCTION TRADES COMMUNICATION WKRS OF AMERICA L9410 DC OF IRON WORKERS IBEW ELECTRIANS LOCAL UNION 6 ELECTRICAL INDUSTRY SERV (JATC) ELECTRICAL WORKERS LOCAL 551 EISB INC ELEVATOR CONSTRUCTORS LOCAL 8 SF FIRE FIGHTERS LOCAL 798 SEIU UNITED HEALTHCARE WORKERS UNITE HERE LOCAL 2 INTL FED OF PROF & TECH ENG LOCAL 21 IB OF ELECTRICAL WKRS LOCAL 617 IBEW LOCAL 617 JATC JOBS WITH JUSTICE SAN FRANCISCO LABORERS FUNDS ADMIN OFFICE LABORERS UNION LOCAL 261 MASTERS MATES & PILOTS MFOW PMA WELFARE FUND DURARD MCKENNA & BORG NORTH BAY LABOR COUNCIL OFFICE EMPLOYEES LOCAL 3 OE FOUNDATION-FAIR CONTRACTING L29 OPERATING ENGINEERS LOCAL 3 OPERATING ENGINEERS SVC ZENITH PACIFIC COAST MARINE FIREMEN'S ASSOC PLUMBING & PIPE FITTING APPRENTICE PLUMBERS & PIPEFITTERS LOCAL 467 RETAIL CLERKS LOCAL 648 SAILORS UNION OF THE PACIFIC SF BLDG TRADES COUNCIL ST FRANCIS SQUARE APTS AFT LOCAL 2121 SF BAY AREA EDUCATORS CU UNITED EDUCATORS OF SF SF LABOR COUNCIL SHEET METAL WKRS TRAINING LOCAL 104 CARROLL & SCULLY INC SIU PD PMA SUPP FUND SUP WELFARE PLAN THE SEGAL COMPANY SHEET METAL WORKERS LOCAL 104 SPRINKLER FITTERS LOCAL 483 SIGN DISPLAY LOCAL 510 BRICKLAYERS LOCAL 3 TRANSPORT WORKERS LOCAL 250-A VALLEY OAK PARK WEINBERG ROGER & ROSENFELD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0