2024-11-15T15:42:09-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 945834346 990 2023-01-01 943138272 TEAMSTERS MANAGED HEALTH CARE TRUST FUND % DMC INSURANCE ADMINISTATORS TEAM 9254263555 PO BOX 757 PLEASANTON CA 945660075 JIM BEARD CHAIRMAN 9254263555 2024-11-15 true true JOSEPH M THIERMANN P01066616 9252779100 2023 2024-10-15 13:58:12Z JIM BEARD PO BOX 757 PLEASANTON CA 945660075 113736478 false X www.tmtfunds.org X 1991 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 7 1 0 0 0 0 0 0 99910419 94052007 685768 751415 0 0 100596187 94803422 0 0 96208733 88881429 0 0 0 0 0 2468499 2542103 98677232 91423532 1918955 3379890 34014005 38061895 8829628 7803582 25184377 30258313 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES 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 5 0 true 0 false false false false false false false false X 7 1 false true false false false false false true false false true true true true true true false false false CA X DMC INSURANCE ADMINISTATORS 9254263555 1181 QUARRY LANE SUITE 400 - PLEASANTON CA 94566 X Jim Beard Chairman 1.0 0.0 X X 0 0 0 DON E GARCIA Co-Chairman 1.0 0.0 X X 0 0 0 BRUCE HEID TRUSTEE 1.0 0.0 X 0 0 0 Stacy Murphy trustee - TERM. 1/2023 1.0 0.0 X 0 0 0 Efren Alarcon Trustee 1.0 0.0 X 0 0 0 STEVE BECK TRUSTEE - EFF. 1/2023 1.0 0.0 X 0 0 0 ROBERT PAVONE TRUSTEE - EFF. 2/2023 1.0 0.0 X 0 0 0 MIKE HENNEBERRY TRUSTEE - EFF. 1/2023 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false DMC INSURANCE ADMINISTRATORS INC PO BOX 757 PLEASANTON CA 94566 THIRD-PARTY ADMIN 1680939 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 ACCOUNTING SERVICE 249270 SIMPLE THERAPY INC PO BOX 25220 FRESNO CA 93729 BENEFITS ADMIN 128207 TEAMSTERS ASSISTANCE PROGRAM 80 SWAN WAY SUITE 320 OAKLAND CA 94621 BENEFITS ADMIN 107496 4 0 EMPLOYER CONTRIBUTIONS 900099 92850849 92850849 PARTICIPANT CONTRIBUTIONS 900099 1073550 1073550 LIQUIDATED DAMAGES 900099 127608 127608 94052007 906453 906453 0 0 0 0 0 18778018 18933056 -155038 -155038 -155038 0 0 0 0 0 0 0 0 0 0 94803422 94052007 0 751415 0 0 0 88881429 0 0 0 0 0 0 1644788 85723 249270 0 0 58878 316658 0 106987 0 0 0 0 0 68834 0 0 0 10965 91423532 1261572 1000772 1193114 1372221 0 0 8725855 8102157 0 0 0 0 0 0 0 0 0 0 0 0 22833464 27586745 0 0 0 0 0 0 0 0 34014005 38061895 258655 289794 0 0 458873 47688 0 0 0 0 0 0 0 0 0 0 8112100 7466100 8829628 7803582 X 0 0 0 0 25184377 30258313 25184377 30258313 34014005 38061895 3379890 1694046 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 7466100 7466100 X 96438590 1694046 1694046 94744544 58878 58878 94803422 91981354 91981354 58878 -616700 -557822 91423532 FORM 990, 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, 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: CHANGES IN BENEFIT OBLIGATIONS: ($616,700) FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH DMC Insurance ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD OF TRUSTEES IS SUBJECT TO THE FIDUCIARY RESPONSIBILITY PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED, INCLUDING THE CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANNUALLY AT THE BOARD OF TRUSTEES MEETING, THE TRUSTEES ARE REQUIRED TO DISCLOSE IF THERE ARE ANY CONFLICTS OF INTEREST. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE MEMBERS OF THE BOARD OF TRUSTEES. 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 XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. Teamsters Managed Annuity Trust Po box 757 PLEASANTON CA 94566 943138275 RETIREMENT CA 501(A) N/A NA false TEAMSTERS LOCAL 853 7750 PARDEE LANE OAKLAND CA 94621 940963930 SPONSOR. ORG. CA 501(C)(5) N/A NA false TEAMSTERS LOCAL 315 2727 ALHAMBRA AVE MARTINEZ CA 94553 940577292 SPONSOR. ORG. CA 501(C)(5) N/A NA false INDUSTRIAL EMPLOYER & DISTRIBUTORS ASSN 2200 POWELL STREET EMERYVILLE CA 94608 940294755 SPONSOR. ORG. CA 501(c)(6) N/A NA false BEARD AFFILIATESLLC 5 THOMAS MELLON CIRCLE SAN FRANCISCO CA 94134 043836946 SPONSORING ORG CA NA Corp false false false false false false false false false false false false false false false false false true false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2023, THERE ARE 3 SPONSORING ORGANIZATIONS AND APPROXIMATELEY 102 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATIONS (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. ALAMEDA COUNTY FAIR ASSOCIATION ALSCO, INC. ALUM ROCK USD - ARUSD AMPORTS ANIXTER S F ARAMARK CLEANROOM SERVICES ARAMARK REFRESHMENT SERVICES ARCHER DANIELS MIDLAND COMPANY ASPIRE BAKERIES LLC AVIS BUDGET BAUER'S INTELLIGENT TRANSPORTATION BAY AREA OCS BEST WESTERN GROSVENOR BOTTOMLEY DISTRIBUTING BRANNON EQUIPMENT BRENNTAG PACIFIC, INC BUCHANAN FOOD SERVICE CALIFORNIA TANK LINES CANTEEN VENDING CEMEX CERTAINTEED - FREMONT CHERIN FURNITURE COMPANY CHRISTY VAULT COMPANY CITY OF TRACY TEAMSTERS CLEAR CHANNEL OUTDOOR, INC. CLS GLOBAL TRANSPORTATION COMPASS TRANSPORTATION CORE MARK CORRUGATED PACKAGING PRODUCTS, INC CTWI DAVIS INSTRUMENTS DOUBLE D TRANSPORTATION DOUGLAS PARKING LLC FARMERS PRODUCE FARMERS RICE COOPERATIVE FERALLOY PDM STEEL SERVICE CENTERS FERMA GREENBOX, INC. - DUMP TRUCK G P GYPSUM, LLC - ANTIOCH FACILITY GENESIS LOGISTICS GIUSTOS SPECIALTY FOODS, INC. GOLDEN BRANDS - SACRAMENTO GOLDEN GATE FIELDS HEATH CERAMICS HERTZ - RENT A CAR HUTTIG BUILDING PRODUCTS HVYW8 TRUCKING, INC. HYATT REGENCY - SFO JCDECAUX NORTH AMERICA KELLOGG USA, INC. KELLY SPICERS, INC. LAZ PARKING LOOP TRANSPORTATION MACMURRAY PACIFIC MACY'S LOGISTICS MATAGRANO, INC. MCJUNKIN RED MAN CORPORATION MISSION LINEN SUPPLY MOSAIC GLOBAL TRANSPORTATION - FB MV TRANSPORTATION NAPA RECYCLING & WASTE SERVICES, LLC OUTFRONT MEDIA P & S SALES PEERLESS COFFEE COMPANY PGS - WESTSIDE I, INC. PRUDENTIAL CLEANROOM SERVICES PRUDENTIAL OVERALL SUPPLY R & K INDUSTRIAL PRODUCTS REEF PARKING REPUBLIC SERVICES RIGHT AWAY REDY MIX RNDC - MERCHANDISERS & INSIDE SALES RYDER TRUCK RENTAL RYERSON SACRAMENTO LOGISTICS SAN LEANDRO VENDING SAN MATEO HOUSING AUTHORITY SCHAEFER COLD STORAGE SENTINEL TRANSPORTATION SF PARKING, LLC SGWS SIERRA PACIFIC READY MIX SERVICES SIGNIA BY HILTON SAN JOSE SIKA SIMS METAL MANAGEMENT SOLANO GARBAGE - CLERICAL SOUTHERN TIRE MART SOUTHERN WINE & SPIRITS SP PLUS CORPORATION SSA TERMINALS STORER TRANSIT SYSTEMS SUTTER BASIN GROWERS - CORP. T. MARZETTI COMPANY TOWNSHIP RETAIL SERVICES, INC. TRACY LOGISTICS, LLC TRANSDEV TRUCKIN' ROCKZ, LLC WASTE MANAGEMENT OF ALAMEDA COUNTY WEDRIVEU WEST COAST VENDING WHEELER - SONOMA PRINTERS YOUNG'S MARKET COMPANY EXPRESS ZENITH AMERICAN SOLUTIONS