2024-10-01T11:18:56-05:00 2023-11-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94538 990 2022-12-01 946072964 BAY AREA AUTOMOTIVE GROUP WELFARE FUND % HEALTH SERVICES & BENEFITS A BAYA 9258337300 4160 DUBLIN BOULEVARD Suite 400 Dublin CA 94568 TONY DELORIO TRUSTEE 9258337300 2024-09-12 true JOSEPH M THIERMANN P01066616 9252779100 2022 2024-10-15 13:58:12Z TONY DELORIO 4160 DUBLIN BOULEVARD400 Dublin CA 94568 50431253 false X n/a X 1954 CA TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. 5 1 13 0 0 0 0 0 41968257 47160228 1020154 469390 87 0 42988498 47629618 0 0 38664117 42300158 35170 28680 0 0 0 1639033 1729558 40338320 44058396 2650178 3571222 26673002 30352555 5579293 5362921 21093709 24989634 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. false false PROVIDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND 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 425 0 true 13 true false false false false false false false false X 5 1 false true false false false false false true false false false true true true true true true false false false CA X HEALTH SERVICES BENEFITS A 9258337300 4160 DUBLIN BLVD STE 400 DUBLIN CA 94568 X Tony Delorio Chairman 2.0 0.0 X X 0 0 0 Glenn Berkheimer Co-Chairman 1.0 0.0 X X 0 0 0 Jason Finch TRUSTEE 1.0 0.0 X 0 0 0 Florencio Sinogui TRUSTEE 1.0 0.0 X 0 0 0 Juan Gallo Trustee 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 HEALTH SERVICES BENEFIT ADMIN 4160 DUBLIN BOULEVARD SUITE 400 DUBLIN CA 94568 ADMIN SERVICES 915214 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 201001 RAEL LETSON 2800 CAMPUS DRIVE SUITE 150 SAN MATEO CA 94403 CONSULTING SERVICES 124665 BEESON TAYER BODINE 483 9TH STREET SUITE 200 OAKLAND CA 94607 LEGAL SERVICES 109016 ANTHEM BLUE CROSS BLUE SHIELD LIF DAPARTMENT 5812 LOS ANGELES CA 90074 PPO NETWORK 108326 5 0 EMPLOYER CONTRIBUTIONS 900099 45497152 45497152 PARTICIPANT CONTRIBUTIONS 900099 263228 263228 INSURANCE REFUNDS 900099 1360477 1360477 SETTLEMENT AGREEMENT 900099 39371 39371 47160228 511978 511978 0 0 0 0 0 2759047 2801635 -42588 -42588 -42588 0 0 0 0 0 0 0 0 0 0 47629618 47160228 0 469390 0 0 0 42300158 0 0 0 0 0 28680 933957 129190 196548 0 0 45059 289779 0 71220 0 0 0 0 0 27569 0 0 0 36236 44058396 5549244 5203019 2688268 4519612 0 0 3750532 5185432 0 0 0 0 0 0 0 0 22596 26610 0 0 14638114 14974219 0 0 0 0 0 0 24248 443663 26673002 30352555 2103293 1679921 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3476000 3683000 5579293 5362921 X 0 0 0 0 21093709 24989634 21093709 24989634 26673002 30352555 3571222 324703 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3683000 3683000 X 47909262 324703 324703 47584559 45059 45059 47629618 44179073 44179073 45059 -165736 -120677 44058396 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 November 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 ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS $(165,736) FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC., TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH 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. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: AT LEAST ONCE A YEAR, TRUSTEES AND OTHER INDIVIDUALS WHO ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY WILL BE ASKED TO DISCLOSE IN WRITING ANY RELATIONSHIP OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD ANY INDIVIDUAL COVERED BY THE POLICY DETERMINE OR SUSPECT THAT HE OR SHE POSSESSES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SUCH INDIVIDUAL MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR RELATIONSHIP GIVING RISE TO THE CONFLICT AND DISCLOSE ALL RELEVANT FACTS PRIOR TO PARTICIPATING IN ANY DECISION TO ENTER INTO ANY PROPOSED TRANSACTION OR ARRANGEMENT OR, IF LATER, AS SOON AS THE ACTUAL OR POTENTIAL CONFLICT IS RECOGNIZED. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS. 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, HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. TEAMSTERS LOCAL NO665 150 EXECUTIVE PARK4400 SAN FRANCISCO CA 94134 940495845 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 NOVEMBER 30, 2023, THERE ARE APPROXIMATELY 48 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 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. 555 California Garage LLC Abm Parking Services - SF Commercial Ace Parking Mgmt Babbitt Bearing Company Bauer's Hotel Shuttle LLC Coast Counties Truck & Equipment CO D & J Garage (TERMINATED DATE: 9/30/2023) Douglas Parking Encore Hospitality Service (TERMINATED DATE: 7/31/2023) First Student Frontier Ford Glencore Recycling Inc Global Parking System Of Lousiana Google-City Park (impark) Graton Day Labor Center Hertz Rent A Car Hilton San Francisco Financial Dist Hs&ba Jockey Club Loomis Armored US Inc Mascone (laz Parking) Mission Valley Ford Truck Moore Buick CO New SO Parking Security (sp Plus) Normandin Chrysler Jeep Pacific Park Management Palace Garage (kyo-YA Co) Parking Concepts Inc Pcam - Hyatt Burlingame Propark America West (b) Qualitas Development (TERMINATED DATE: 3/31/2023) Recology Sonoma Marin Rector Motor Car Company Ryder Transport Services San Francisco Labor Council Serramonte Ford SF Parking/Sfia Employee Park Sfo Shuttle Bus-City Park (loop) SP Plus - Sjia Stevens Creek Toyota Teamsters Local 665 Tegsco, LLC TM Industries Inc Toyota Of Palo Alto Transdev Services Inc Unipart/Jaguar Cars Inc Ymca Of Silicon Valley Zum Services