2024-10-14T16:13:58-05:00 2023-12-31 542189926 Henningfield & Associates Inc 28296 Constellation Road Valencia CA 91355 990 2023-01-01 261574455 OCU HEALTH AND WELFARE TRUST OCUH 6264342469 1055 PARK VIEW DRIVE 111 COVINA CA 91722 REX MCNAMARA TRUSTEE 6264342469 2024-10-08 1 0 RANDY D HENNINGFIELD P01364367 6612953363 2023 2024-10-15 13:58:12Z REX MCNAMARA 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 34247292 0 X N/A X 2008 CA HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 5 5 0 0 0 0 0 0 23453686 24657885 8966356 3817372 0 0 32420042 28475257 0 0 21607258 25186056 0 0 0 0 0 1444667 1481445 23051925 26667501 9368117 1807756 243107541 273775612 1948924 2377768 241158617 271397844 TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 0 0 26667501 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 26667501 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 CA X X ROBERT GLAZA 6264342469 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 X KURT SULZBACH TRUSTEE 10.00 X 0 0 0 DAWN FEIKEMA TRUSTEE 10.00 X 0 0 0 CHRISTOPHER RAPP TRUSTEE 10.00 X 0 0 0 JOHN FAGEAUX TRUSTEE 10.00 X 0 0 0 REX MCNAMARA TRUSTEE 10.00 X 0 0 0 DEBBIE KARMELICH TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 PACIFIC SOUTHWEST ADMINISTRATORS 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 THIRD PARTY ADMINISTRATORS 302649 ASB CAPITAL MANAGEMENT 7501 WISCONSIN AVENUE BETHESDA MD 20814 INVESTMENT MANAGER 200193 ANTHEMBLUE CROSS 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS ADMINISTRATION 191577 EPIC BROKERS 1390 WILLOW PASS ROAD STE 800 CONCORD CA 94520 BENEFIT CONSULTANT 122400 STATE STREET GLOBAL ADVISORS ONE IRON STREET BOSTON MA 02210 INVESTMENT MANAGER 117446 5 CONTRIBUTIONS - ACTIVE 561000 16614110 16614110 CONTRIBUTIONS - RETIREE 561000 7266670 7266670 CONTRIBUTIONS - TEMP 561000 771621 771621 STOP LOSS RECOVERIES 561000 5484 5484 24657885 777246 777246 8812161 5772035 3040126 3040126 3040126 28475257 24657885 0 3817372 25186056 25186056 416866 416866 74904 74904 48137 48137 414898 414898 34368 34368 7232 7232 31624 31624 PROVIDER NETWORK AND UT 191577 191577 BENEFIT CONSULTING 131808 131808 INVESTMENT CONSULTING 60000 60000 ACTUARIAL SERVICES 54288 54288 15743 15743 26667501 26667501 0 0 -95384 11918 8882633 7653270 1009090 773813 15578 4497 233295624 265332114 243107541 273775612 106924 202768 1842000 2175000 1948924 2377768 X 0 0 0 0 241158617 271397844 241158617 271397844 243107541 273775612 1807756 28431471 0 X 0 1 X 1 0 0 BENEFITS PAYABLE (IBNR) 2175000 2175000 56491830 28431471 28431471 28060359 414898 414898 28475257 25919603 0 25919603 414898 333000 747898 26667501 Part XII, Line 4b - Other Adjustments: CHANGE IN IBNR 333,000. Form 990, Part VI, Section A, line 3 THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND. Form 990, Part VI, Section B, line 11b A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES. Form 990, Part VI, Section C, line 19 SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY AND SPDS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE PLAN ADMINISTRATOR UPON REQUEST, AS WELL AS THE DOL WEBSITE. Form 990, Part VII Contact Addresses for Officers, Directors, Etc KURT SULZBACH - 2500 NAVY WAY, TERMINAL ISLAND, CA 90731. DAWN FEIKEMA - 6615 E PACIFIC COAST HWY #250, LONG BEACH, CA 90803. CHRISTOPHER RAPP - 1281 PIER G WAY, LONG BEACH, CA 90802. JOHN FAGEAUX - 6615 E PACIFIC COAST HWY #250, LONG BEACH, CA 90803. REX MCNAMARA - 6021 KATELLA AVENUE, SUITE 200, CYPRESS, CA 90630. DEBBIE KARMELICH - 3042 MCNAB AVE, LONG BEACH, CA 90808. APM TERMINALS PACIFIC LTDTHE MAERSK INC 2500 NAVY WAY SAN PEDRO CA 90731 135159146 INTERNATIONAL SHIPPING CA C 0 AMERICAN PRESIDENT LINES 16220 N SCOTTSDALE ROAD 300 SCOTTSDALE AZ 85254 942911022 INTERNATIONAL SHIPPING AZ C 0 ZIM AMERICAN INTEGRATED SHIPPING 555 E OCEAN BLVD 700 LONG BEACH CA 90802 135542549 INTERNATIONAL SHIPPING CA C 0 EVERGREEN SHIPPING AGENCY 6021 KATELLA AVE 200 CYPRESS CA 90630 133373601 INTERNATIONAL SHIPPING CA C 0 CALIFORNIA UNITED TERMINALS 2525 NAVY WAY TERMINAL ISLAND CA 90731 954718041 INTERNATIONAL SHIPPING CA C 0 OOCL INC 2633 CAMINO RAMON 400 SAN RAMON CA 94583 134934630 INTERNATIONAL SHIPPING CA C 0 INTERNATIONAL TRANSPORTATION SERVICE 1821 PIER G WAY LONG BEACH CA 90802 952680214 INTERNATIONAL SHIPPING CA C 0 LONG BEACH UNION 6615 E PACIFIC COAST HWY 250 LONG BEACH CA 90803 132520327 INTERNATIONAL SHIPPING CA C 0 SSA TERMINALS 1131 SW KLICKITAT WAY SEATTLE WA 98134 911983909 INTERNATIONAL SHIPPING WA C 0 YUSSEN TERMINALS INC 701 NEW DOCK ST TERMINAL ISLAND CA 90731 330384326 INTERNATIONAL SHIPPING CA C 0 COSCO AGENCIES 588 HARBOR SCENIC WAY LONG BEACH CA 90802 954001289 INTERNATIONAL SHIPPING CA C 0 MATSON NAVIGATION COMPANY 555 12TH STREET OAKLAND CA 94604 940662400 INTERNATIONAL SHIPPING CA C 0 MARINE TERMINALS 2001 JOHN S GIBSON BLVD SAN PEDRO CA 90731 950973175 INTERNATIONAL SHIPPING CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0