2025-06-18T01:57:03-05:00 2024-08-31 562552172 INEICH & COMPANY LLP 950 TOWER LANE SUITE 780 FOSTER CITY CA 94404 990 2023-09-01 776019718 BD OF TRUSTEES EVERGREEN HEALTH AND WELFARE TRUST EVER 4082884400 6800 SANTA TERESA BLVD 100 SAN JOSE CA 95119 MARGARET HOANG TRUSTEE-CHAIRPERSON 4082884400 2025-06-17 1 0 MICHAEL T SAVASTA P01259186 6505738007 X 2023 2025-03-06 01:10:19Z MARGARET HOANG 6800 SANTA TERESA BLVD SUITE 100 SAN JOSE CA 95119 4761877 0 X N/A X 1985 CA PROVIDING HEALTH BENEFIT TO ELIGIBLE PARTICIPANTS 6 6 0 0 0 0 0 0 1022428 954668 514148 559023 0 0 1536576 1513691 0 0 1272956 1266327 0 0 0 0 0 137869 140972 1410825 1407299 125751 106392 9105594 10316988 109080 115367 8996514 10201621 THE PURPOSE OF THIS TRUST IS TO COLLECT EMPLOYER AND PARTICIPANT CONTRIBUTIONS FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANT AND THEIR DEPENDENTS. 0 0 870694 954668 PROVIDE INSURED HEALTH BENEFITS TO PARTICIPANTS. 395633 PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS 1266327 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 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 CA X UNITED ADMINISTRATIVE SERVICES 4082884400 6800 SANTA TERESA BLVD SUITE 100 SAN JOSE CA 95119 X ANDY SCHORR TRUSTEE 1.00 X 0 0 0 KIMBERLY GURLEY TRUSTEE 1.00 X 0 0 0 RAY MOCHERMAN TRUSTEE 1.00 X 0 0 0 MERRILEE CLAVERIE TRUSTEE 1.00 X 0 0 0 MARGARET HOANG TRUSTEE-CHAIRPERSON 1.00 X 0 0 0 ROBIN CALDWELL TRUSTEE ELECT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 DISTRICT CONTRIBUTIONS 611600 599649 599649 MEMBERS' CONTRIBUTIONS 611600 355019 355019 954668 228418 228418 3578791 3248186 330605 330605 330605 1513691 954668 0 559023 1266327 1266327 11000 11000 22622 22622 ADMINISTRATION 87657 87657 ACTUARY 12500 12500 INSURANCE 6572 6572 PRINTING, POSTAGE AND O 621 621 1407299 1266327 140972 0 10440 15300 52369 27344 3692 4003 8986019 10218986 53074 51355 9105594 10316988 6955 6861 102125 108506 109080 115367 X 0 0 0 0 8996514 10201621 8996514 10201621 9105594 10316988 106392 1098715 0 X 0 1 X 1 0 0 MEMBERS' CONTRIBUTIONS RECEIVED IN ADVANCE 28451 PREMIUM REIMBURSEMENTS PAYABLE 80055 108506 2589784 1098715 1098715 1491069 22622 22622 1513691 1369301 0 1369301 22622 15376 37998 1407299 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY THE PLAN'S AUDITOR (CPA FIRM) BASED ON THE PLAN'S FINANCIAL STATEMENT AUDIT. THE COMPLETED FORM 990 IS FORWARDED TO THE PLAN'S THIRD PARTY ADMINISTRATOR WHO REVIEWS THE RETURN. THE ADMINISTRATOR BRINGS THE RETURN TO THE PLAN'S NEXT BOARD MEETING WHERE IT IS SIGNED BY THE APPROPRIATE TRUSTEE. ONCE SIGNED, THE CPA FIRM ELECTRONICALLY FILES THE RETURN. 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.