2024-11-12T12:01:56-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-01-01 946138741 WELFARE FUND LOCAL NO 16 IATSE % BENESYS ADMINISTRATORS WELF 9252089999 7180 KOLL CENTER PKWY Suite 200 PLEASANTON CA 94566 JAMES BEAUMONTE TRUSTEE 9252089999 2024-10-25 true true JASMINE S BAKER P01452246 9252779100 2023 2024-10-15 13:58:12Z JAMES BEAUMONTE 7180 KOLL CENTER PKWY 200 PLEASANTON CA 94566 39245124 false X www.local16.org X 1965 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 8 1 0 0 0 0 0 0 14932029 18001108 192176 -545823 0 0 15124205 17455285 0 0 11749637 13629404 0 0 0 0 0 826390 863914 12576027 14493318 2548178 2961967 16035612 20657434 4669638 5018185 11365974 15639249 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 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 3 0 true 0 false false false false false false false false X 8 1 false true false false false false false true true false false true true true true true true false false false CA X BENESYS ADMINISTRATORS 9252089999 7180 KOLL CENTER PKWY 200 PLEASANTON CA 94566 X JAMES BEAUMONTE CHAIRMAN 1.0 0.0 X X 0 0 0 KENNETH RYAN TRUSTEE 1.0 0.0 X 0 0 0 LANCE HUGHSTON JR TRUSTEE 1.0 0.0 X 0 0 0 MARY CONDE TRUSTEE 1.0 0.0 X 0 0 0 DANNY BORELIS TRUSTEE - THRU 05/2023 1.0 0.0 X 0 0 0 SHARI BETHEL TRUSTEE 1.0 0.0 X 0 0 0 JEN GOOD TRUSTEE 1.0 0.0 X 0 0 0 RAINIER KOENERS TRUSTEE 1.0 0.0 X 0 0 0 ANDREW BENNETT TRUSTEE - FROM - 05/2023 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 1.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS ADMINISTRATORS INC 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 THIRD PARTY ADM 326017 ANTHEM BLUE CROSS LIFE HEALTH INS 21215 BURBANK BLVD WOODLAND HILLS CA 91367 CLAIMS PROCESSING 186962 2 0 EMPLOYER CONTRIBUTIONS 711110 15347781 15347781 PARTICIPANT CONTRIBUTIONS 711110 478326 478326 STOP-LOSS REIMBURSEMENT 711110 1857815 1857815 PRESCRIPTION REBATES 711110 317186 317186 18001108 277365 277365 0 0 0 0 0 20966651 21789839 -823188 -823188 -823188 0 0 0 0 0 0 0 0 0 0 17455285 18001108 -545823 0 0 0 13629404 0 0 0 0 0 0 302657 64727 96088 0 0 13264 278908 0 62895 0 0 0 0 0 15489 0 0 0 27664 MEDICARE SUBSIDY EXPENSES 2222 14493318 9780050 8799328 0 0 0 0 905979 1749980 0 0 0 0 0 0 0 0 21111 20469 0 0 4789060 10087657 539412 0 0 0 0 0 0 0 16035612 20657434 1632738 1694385 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3036900 3323800 4669638 5018185 X 0 0 0 0 11365974 15639249 11365974 15639249 16035612 20657434 2961967 1311308 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3323800 3323800 X 18753329 1311308 1311308 17442021 13264 13264 17455285 14087254 14087254 13264 392800 406064 14493318 PART X, LINE 2 The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS: $392,800 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH BENESYS ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. 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, BENESYS, ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. IATSE Local 16 Pension PLAN 7180 KOLL CENTER PKWY 200 PLEASANTON CA 94566 946296420 PENSION PLAN CA 501(A) N/A NA false international alliance of theatrical sta 240 2ND STREET sAN FRANCISCO CA 94105 940921920 LOCAL 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 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 DECEMBER 31, 2023, THERE ARE APPROXIMATELY 162 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 CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORANIZATION, 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. 32TEN STUDIOS / CAPS 4 PRODUCTIONS LLC/ UNION PAYROLL ACADEMY THEATRICAL LIGHTING, INC. ACME SCENERY COMPANY AMBASSADOR THEATRE GROUP NORTH AMERICA LLC AMERICAN CONSERVATORY THEATER AMERICAN IDOL PRODUCTION/ ENTERTAINMENT PARTNERS ANOTHER PLANET ENTER/TALENT FUND ASM GLOBAL FACILITY SVC (MOSCONE) was SMG Facility ATL ( Academy Theatrical Lighting) EVENTS AUDIO VISUAL PROD SOLUTIONS fka TECH EXPRE/UNION P AUDIO VISUAL PRODUCTIONS/TALENT FUND AUDIOFARM PRODUCTIONS LLC/CONCEPT SERVICES AV GUYS/ THE TALENT FUND AV IMAGES/ ISLAND CREATIVE AV LAND AVT PRODUCTIONS/UNION PAYROLL BBI ENGINEERING, INC. BGCA MANAGEMENT LLC/ THE TALENT FUND BING BANG PRODS NOLA LLC/ "I'M A VIRGO"/ EP BISCUIT FILMWORKS LLC/CAPS BLACK POINT PRODUCTIONS BLUE NOTE FESTIVALS LLC/ TALENT FUND BROADWAY SAN FRANCISCO (SHN) BROWN AUDIO VISUAL SVCS / HOLZMUELLER CAPS INC DBA UNIVERSAL PAYMENT DBA OLYMPIC PARTNER CAST & CREW CASTRO THEATER/APESF, LLC/ THE TALENT FUND CHASE CENTER- GSW ARENA LLC CHELSEA PICTURES/ REVOLUTION CITY ARTS/THE TALENT FUND CITY BALLET SCHOOL, LLC/PATSEL, KENNETH CITY GRAPHICS SOLUTION/ THE TALENT FUND CITY GRAPHICS SOLUTIONS LLC CLUB FUGAZI EXPERIENCES, LLC (Vensure Employer Sv CMS PROD - CORP MGMT SOL/ CAPS CMS PROD/LESSONS / MEDIA SVC PROCESS CMS PRODUCTION/CLARINET/ C & C CMS PRODUCTIONS/CORP MGMT SOL/EXTREME REACH PROD CMS PRODUCTIONS/EP CMS PRODUCTIONS/TEAM SERVICES COAST TO COAST PROD SUPPORT/ CAPS COAST TO COAST PRODUCTION SUPPORT/ UTP COMPLETE CREWING INC. CONCEPT SERVICES INC - PAYROLL COMPANY CONCEPT SERVICES LLC CONTRAST EYE, LLC/CAPS COW PALACE / BLACKPOINT COW PALACE/#1A DIST AGRI ASSN CREATIVE TECHNOLOGY GROUP/DBA AVTS DISNEY/ THIS IS US/ EP DIVERSIFIED STAGE DIXON DAVIS MEDIA GROUP/ TRICE DTC GRIP & ELECTRIC, INC. E360 SPORT/ UTP PRODUCTION EASTWEST PAYROLL SERVICES LTD ENCORE EVENT TECHNOLOGIES INC FKA AVT EVENT ENCORE GROUP (USA) LLC ENCORE/ AUDIO VISUAL SERVICES ENTERTAINMENT PARTNERS EVENT TECHNOLOGY SERVICES/ UTP EVENTS ETC./TALENT FUND EXTREME REACH TALENT, INC. FALCON EVENTS/ TALENT FUND FARM LEAGUE/ CAPS FORT MASON CENTER FOUR MOON PRODUCTION/ CONCEPT SVCS FREEMAN AUDIO VISUAL SOLUTIONS INC. FREEMAN DECORATING/ISLAND CREATIVE GES - Global Experience Specialists, Inc. GES EXPOSITION SERVICES Glaucoma Research/The Talent Fund GOLDEN STATE WARRIORS GOT LIGHT/ ISLAND CREATIVE GRAVITATE PRODUCTIONS LLC/ TALENT FUND GREENSLATE CA LLC (INDIEPAY) GREYHOUND EXPO SVCS / GES HARTMANN STUDIOS, INC. HBO/ E.P. HOLY TOLEDO FILMS INC/FREAKY TALES"/ EP HOLZMUELLER CORPORATION HUGHSTON ENGINEERING IDEAS SPECIAL EVENTS CO. IMPACT LIGHTING INC INSPIRE EVENT TECHNOLOGIES/UNION PAYROLL ISLAND CREATIVE MANAGEMENT JCD ATMOSPHERICS, INC/CONCEPT SERVICES INC KALEIDOSCOPE PRODUCTIONS KALEIDOSCOPE PRODUCTIONS KOREAN AMERICAN COMMUNITY FOUNDATION/ TALENT FUND LABOR RESOURCE MANAGEMENT INC. (LRM) LEADING EDGE AUDIOVISUAL/TALENT FUND LIVE BOX DIGITAL LLC LIVE BOX DIGITAL LLC./UTP PRODUCTIONS LIVE NATION LIVE NATION/ FILLMORE LIVE NATION/ MASONIC LOCAL 16 FOR EMPLOYEES (COMMERCIAL) LUTHER BURBANK CENTER FOR THE ARTS MAGICWIG PRODUCTIONS/UNION PAYROLL MANOR HILL PRODUCTIONS /ICM MARIN SYMPHONY ASSOCIATION MARVEL FILM/STEAMBOAT/SHANG CHI/ C&C MC CUNE AUDIO VISUAL/SHEPARD AV MC CUNE AUDIO/VIDEO METRO MEDIA PRODUCTIONS, LLC / UNION PAYROLL MUSE MEDIA CENTER, INC. MUSSON THEATRICAL NATIONAL MICRO RENTALS/ CAPS NETFLIX PRODS "ATLAS"/ EP NEW YORK CITY BALLET OPEN SAUCE INC. / UNION PYRL OXBOW Riverstage LLC/ TALENT FUND PALACE OF FINE ARTS LEAGUE INC. PALACE OF FINE ARTS LEAGUE, INC. PARK PICTURES LLC/CAPS PEARSON TECH / UTP PICTUREHOUSE CREATIVE/ WRAPBOOK PINNACLE COMMUNICATIONS/ TALENT FUND PINNACLE CONSULTING GRP/ CONCEPT SVCS PRESENTATION TECH/THE TALENT FUND PRESIDIO THEATRE PRO HOME SYSTEMS PRODUCTION PAYROLL INC. PRODUCTION SUPPORT SERVICES PROJECTION PRESENTATION TEC PURPLE TALLY PRODUCTIONS RADICAL MEDIA/CAPS REVOLUTION BUSINESS SERVICES REVOLUTION ENTERTAINMENT SVC/REVOLUTION PYRL RIVERVIEW SYSTEMS GROUP ROCKET SCIENCE SAN MATEO EXPO CENTER/UNION PAYROLL SANTA ROSA SYMPHONY SF BALLET ASSOCIATION SF MEDIA GROUP EVENT PROD LLC/ THE TALENT FUND SF OPERA ASSOCIATION SF PERFORMING ARTS CENTER SF SYMPHONY ASSOCIATION SHOW IMAGING, INC/ CAPS SIBLING RIVALRY FILMS, LLC/ CAPS SMART SOURCE RENTALS/ THE TALENT FUND SOMETHING IDEAL, INC DBA M SS NG P ECES/CAPS SOUND ON STAGE, INC. STAGE CALL, INC. STANDARD PARTY RENTAL DBA STANDARD EVENTS RENTALS STATION FILM/CAPS STINK USA/ WRAPBOOK SYNERGETIG SOUND & LIGHTING/TALENT TECHNICAL MANAGMENT GROUP/COMPLETE CREWING THEATRE 33 LLC / DIVERSIFIED THEATRICAL RESOURCES/C&C TOOL OF NO AMERICA/CAPS TREASURER COUNTY OF MARIN TWILIGHT DESIGN/THE TALEN FUND UNION PAYROLL AGENCY UTP PRODUCTIONS, INC. VIDEOLOGY/THE TALENT FUND WOLFE PRODUCTION LLC WORLD WAR SEVEN STUDIOS/CAPS WRAPBOOK YERBA BUENA CENTER FOR THE ARTS