2024-05-13T16:31:32-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 946102389 ILWU Warehouse Welfare Fund % DMC INSURANCE ADMINISTRATORS ILWU 9254263565 PO Box 757 Pleasanton CA 94566 JAMES BEARD Chair/TRUSTEE 9254263565 2024-05-09 true JAMES BEARD 999009999 JOSEPH M THIERMANN P01066616 9252779100 2 2022 2023-04-26 12:10:37Z JAMES BEARD PO Box 757 Pleasanton CA 94566 12197719 false X N/A X 1953 CA TO PROVIDE HEALTH BENEFITS 6 6 0 0 0 0 0 0 12188938 11800604 164548 149946 0 0 12353486 11950550 0 0 11306938 11140583 24000 24000 0 0 0 459685 509533 11790623 11674116 562863 276434 5779228 6238949 892893 974194 4886335 5264755 TO PROVIDE MEDICAL, DENTAL, AND OTHER HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED MEDICAL, DENTAL, AND OTHER HEALTH 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 false false false false false false false false false false false false true false false true 7 0 true 0 false false false false false false false false X 6 6 false true false false false false false true false false false true true true true true true false false false CA X DMC INSURANCE ADMINISTRATORS 9254263553 PO BOX 757 PLEASANTON CA 94566 X JIM BEARD CHAIRMAN/TRUSTEE 2.0 0.0 X X 6000 0 0 Larry Morrison Secretary/TRUSTEE 2.0 0.0 X X 6000 0 0 THOMAS DILLON tRUSTEE 2.0 0.0 X 6000 0 0 TIMOTHY BREKKE Trustee 2.0 0.0 X 6000 0 0 Jose Nunez TRUSTEE 2.0 0.0 X 0 0 0 Corey Tacconi 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 24000 0 0 0 false false false DMC INSURANCE ADMINISTRATORS 1181 QUARRY LN STE 400 PLEASANTON CA 945664790 ADMINISTRATOR 241220 1 0 EMPLOYER CONTRIBUTIONS 525100 11301514 11301514 PARTICIPANT CONTRIBUTIONS 525100 493704 493704 LIQUIDATED DAMAGES 525100 5386 5386 11800604 147002 147002 0 0 0 0 0 250113 247169 2944 2944 2944 0 0 0 0 0 0 0 0 0 0 11950550 11800604 149946 0 0 0 11140583 24000 0 0 0 0 0 240000 17833 54988 0 0 22079 76611 0 23493 0 0 0 0 0 57281 0 0 0 17248 11674116 583895 587620 0 0 0 0 910288 837088 0 0 0 0 0 0 0 0 0 0 0 0 4285045 4814241 0 0 0 0 0 0 0 0 5779228 6238949 28900 62550 0 0 1593 32844 0 0 0 0 0 0 0 0 0 0 862400 878800 892893 974194 X 0 0 0 0 4886335 5264755 4886335 5264755 5779228 6238949 276434 101986 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 878800 878800 X 12030457 101986 101986 11928471 22079 22079 11950550 11602937 11602937 22079 49100 71179 11674116 FORM 990, SCHEDULE D, PART X, LINE 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of June 30, 2023 and 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. FORM 990, SCHEDULE D, PART XII, LINE 4B - OTHER ADJUSTMENT CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS A CONTRACT WITH DMC INSURANCE ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO APPOINTED COMMITTEE WITH THE 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 THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS TRUSTEES, OFFICERS AND ALL MANAGEMENT EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE FUND. THE POLICY PROVIDES SEVERAL EXAMPLES OF TRANSACTIONS THAT WOULD BE CONSIDERED A CONFLICT OF INTEREST. IT IS ASSUMED THAT THE TRUSTEES, OFFICERS AND MANAGEMENT WILL RECOGNIZE CONFLICTS BASED ON THE EXAMPLES, OR BY ANALOGY WITH THE EXAMPLES, PROVIDED IN THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE FUND MANAGER OR CHAIRMAN. TRANSACTIONS MAY BE UNDERTAKEN ONLY IF THEY ARE FULLY DISCLOSED, THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS, AND THE FUND MANAGER OR CHAIRMAN HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION APPROVED PROVIDING A STIPEND TO TRUSTEES WHO ARE NOT EMPLOYED BY A CONTRIBUTING EMPLOYER OR BY THE ASSOCIATED UNION. THE STIPEND AMOUNT WILL BE REVIEWED BY THE GOVERNING BODY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: 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 FROM PRIOR YEAR. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION PAID TO 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, DMC INSURANCE ADMINISTRATORS. ILWU LOCAL 6 99 HEGENBERGER ROAD OAKLAND CA 94621 940577592 LABOR UNION CA 501(C)(5) 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, 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 June 30, 2023, THERE ARE APPROXIMATELY 11 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 CLASIFICATION (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. ACI RECYCLING BAYER CORPORATION BLT FREMONT RECYCLE C&H SUGAR COMPANY CALAMCO ILWU LOCAL 6 MILLER MILLING COMPANY PORT OF STOCKTON RECYCLE AMERICA REPUBLIC SERVICES, INC MFS FREIGHT SERVICES, LLC