2024-04-09T14:54:32-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 806028938 COALITION FOR CONTROLLING INSURANCE IN CALIF SCHOOLS HEALTH & WELFARE COAL 3132120363 2355 CRENSHAW BLVD 200 TORRANCE CA 905013325 JASON HILL CHAIR 3132120363 2024-04-08 1 JASON HILL 999009999 1 CASIE ZWAHLEN P02291311 6268577300 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON HILL 2355 CRENSHAW BLVD 200 TORRANCE CA 905013325 9542800 0 X N/A X 2004 CA THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PUBLIC EMPLOYEES. 16 16 0 16 0 0 0 0 9217948 9459881 6979 82919 0 0 9224927 9542800 0 0 8372184 8199799 0 0 0 0 0 1384165 1361936 9756349 9561735 -531422 -18935 4503459 4461701 776277 747961 3727182 3713740 THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PUBLIC EMPLOYEES. 0 0 9555271 9459881 DENTAL AND EYE INSURANCE CLAIMS AND RELATED ADMINISTRATIVE EXPENSES. 9555271 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 CA X MARY BOYER 3102120363 2355 CRENSHAW BLVD SUITE 200 TORRANCE CA 905013225 X BILLIE JOE WRIGHT CHAIR 1.00 X X 0 0 0 JASON HILL CO-CHAIR 1.00 X X 0 0 0 GLADYS KERSHALL TREAUSRER 1.00 X X 0 0 0 LEANNE MORELLI SECRETARY 1.00 X X 0 0 0 HAL LONGAN DIRECTOR 1.00 X 0 0 0 SHANNON SOTO DIRECTOR 1.00 X 0 0 0 SUSAN ABT DIRECTOR 1.00 X 0 0 0 WAEL ELATAR DIRECTOR 1.00 X 0 0 0 DENNIS ZIMMERMAN DIRECTOR 1.00 X 0 0 0 BRIAN GUGGISBERG DIRECTOR 1.00 X 0 0 0 ALMA OROZCO DIRECTOR 1.00 X 0 0 0 MARIA CUTZ DIRECTOR 1.00 X 0 0 0 ANDREA BILADEAU DIRECTOR 1.00 X 0 0 0 JOHN VIGRASS DIRECTOR 1.00 X 0 0 0 CANDY BLANCO DIRECTOR 1.00 X 0 0 0 LUCRECIA FIGUEROA DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 DELTA DENTAL-MEMBER CO 900099 7948918 7948918 VSP-MEMBER CONTRIBUTIO 900099 972476 972476 MEDICAL EYE SERVICES-M 900099 529051 529051 ANTHEM EAP 900099 5511 5511 PET NATIONWIDE REVENUE 900099 3925 3925 9459881 82919 82919 9542800 9459881 0 82919 8199799 177564 827 45815 535637 4944 15026 NET POSITION FUNDING 580913 OTHER EXPENSE 1210 9561735 1380786 4340365 3000000 50577 162346 30338 748 0 4503459 4461701 83191 60368 693086 687593 776277 747961 X 3727182 3713740 3727182 3713740 4503459 4461701 X -18935 5493 X 0 1 X 0 0 0 EQUITY DISTRIBUTION 33560 ESTIMATED LIABILITY FOR ADMINISTRATI 35262 ESTIMATED LIABILITY FOR OPEN CLAIMS 618771 687593 8960677 -582123 -582123 9542800 0 9542800 8974119 -5493 -5493 8979612 582123 582123 9561735 PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER INCOME NETTED WITH OTHER EXPENSE -582,123. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION (BENEFIT) FOR ADMINISTRATIVE RUN-OFF -598. PROVISION (BENEFIT) FOR ESTIMATED OPEN CLAIMS -4,895. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME NETTED WITH OTHER EXPENSE 582,123. FORM 990, PART VI, SECTION A, LINE 3 KEENAN & ASSOCIATES IS THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TEN MEMBERS CONSISTING OF CALIFORNIA SCHOOL DISTRICTS, COMMUNITY COLLEGE DISTRICTS AND ROP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BENEFIT (PROVISION) FOR ADMINISTRATIVE RUN-OFF 598. BENEFIT (PROVISION) FOR ESTIMATED OPEN CLAIMS 4,895.