2025-09-15T21:16:39-05:00 2024-10-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-11-01 946102898 Office Employees Insurance Trust Fund Of California OFFI 5104334470 4160 Dublin Blvd Suite 400 Dublin CA 94502 John Hadzess Trustee 5104334470 2025-09-15 1 1 Deb Nelson CPA P01264758 6122536500 2025-09-15 2023 2025-03-06 01:10:19Z John Hadzess 4160 Dublin Blvd Suite 400 Dublin CA 94502 6511221 0 X N/A X 1952 CA To provide health and welfare benefits 7 5 0 7 37544 0 0 0 6017972 6473515 37455 37544 164 162 6055591 6511221 0 0 5930433 6218277 0 0 0 0 0 317570 366699 6248003 6584976 -192412 -73755 2542404 2593694 3914 8977 2538490 2584717 None 0 0 To provide employees, and their families and dependents, health and welfare benefits for approximately 450 participants. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 2 0 1 0 1 1 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 1 1 0 0 0 X Health Services & Benefit Admistrators 9258337300 4160 Dublin Blvd Suite 400 Dublin CA 94502 Natalie Naylor Chair 5.00 40.00 X X 0 102428 39074 Jane Bosio Trustee 5.00 40.00 X 0 89937 39074 Gene Price Co-Chair 5.00 0.00 X X 0 0 0 John Hadzess Trustee 5.00 0.00 X 0 0 0 Charlie Warren Trustee 5.00 0.00 X 0 0 0 Loretta Ramirez Trustee 5.00 0.00 X 0 0 0 Rosemarie Boothe-Bey Trustee 5.00 0.00 X 0 0 0 0 192365 78148 0 0 0 0 Health Services and Benefits Administrat 4160 Dublin Blvd Suite 100 Dublin CA 945687756 Administrative 120000 1 Employer Contributions 525100 5881114 5881114 Participant & Retiree 525100 592401 592401 6473515 34343 34343 3201 0 3201 3201 3201 Liquidated Damages 900099 162 162 162 6511221 6473677 37544 0 6218277 30000 54871 238307 13518 7923 20939 Dues & Subscriptions 447 694 6584976 717344 609949 466732 446297 8126 7619 832604 990130 517598 539699 2542404 2593694 3914 8977 3914 8977 X 0 0 0 0 2538490 2584717 2538490 2584717 2542404 2593694 -73755 119982 0 X X 0 1 X 0 0 0 Due from Pension 539699 539699 X 6631203 119982 119982 6511221 0 6511221 6584976 0 6584976 0 6584976 Part X, Line 2: Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Form 990, Part VI, Section A, line 7a The Trustees are apointed by the Employer and Union. Form 990, Part VI, Section A, line 8b The Entity does not have sub-committees that have the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b Form 990 is reviewed with trustees prior to filing. 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 Board of Trustees assumes responsibility for the oversight of the audit of the organization's financial statements and the selection of the independent auditor. Office and Professional Employees International Union Local 29 7677 Oakport Street Ste 480 Oakland CA 94621 940730155 Labor CA 501(c)(5) N/A 0 San Francisco Labor Council 1188 Franklin St Suite 203 San Francisco CA 94109 940835955 Labor CA 501(c)(5) N/A 0 AFSCME DISTRICT COUNCIL 57 AFT LOCAL 2121 ASBESTOS WORKERS LOCAL 16 ASSISTANCE RECOVERY PROGRAM INC BAKERS UNION LOCAL 24 BRICKLAYERS LOCAL 3 BUILDING & CONSTRUCTION TRADES CAL COUNCIL-ENVIRONMENT CALIFORNIA LABOR FEDERATION AFL-CIO CARPENTER FUNDS ADMIN OFFICE CARPENTERS LOCAL 180 CARPENTERS LOCAL 217 CARPENTERS LOCAL 22 CARPENTERS LOCAL 35 CARPENTERS LOCAL 751 CARPENTERS TRAINING NOR-CAL CARPENTERS UNION LOCAL 2236 CARROLL & SCULLY INC COBRA ACTIVE DENTAL AND VISION COBRA ACTIVE DENTAL AND VISION ONLY COBRA DISABILITY DENTAL AND VISION ONLY DC OF IRON WORKERS DURARD MCKENNA & BORG EISB INC ELECTRICAL INDUSTRY SERV (JATC) ELECTRICAL WORKERS LOCAL 551 ELEVATOR CONSTRUCTORS LOCAL 8 IAM LOCAL 1414 IB OF ELECTRICAL WKRS LOCAL 617 IBEW ELECTRIANS LOCAL 6 IBEW LOCAL 617 JATC INTL FED OF PROF & TECH ENG LOCAL 21 LABORERS UNION LOCAL 261 LATHERS LOCAL 9109 MASTERS MATES & PILOTS MFOW PMA WELFARE FUND OE FOUNDATION-FAIR CONTRACTING L29 OPERATING ENGINEERS LOCAL 3 OPERATING ENGINEERS SERVICE ZENITH OPERATIVE PLASTERS & CEMENT MASONS L300 PACIFIC COAST MARINE FIREMENS ASSOC PLUMBERS & PIPEFITTERS LOCAL 467 PLUMBERS & STM LOCAL 38 PLUMBERS LOCAL 38 H&W TRUST FUNDS PLUMBING & PIPE FITTING APPRENTICE RETAIL CLERKS LOCAL 648 RETAIL DEL DRIVERS LOCAL 2785 SAILORS UNION OF THE PACIFIC SAN MATEO LABOR COUNCIL PROF STAFF SEIU UNITED HEALTHCARE WORKERS SF BLDG TRADES COUNCIL SF FIRE FIGHTERS LOCAL 798 SHEET METAL WKRS TRAINING LOCAL 104 SHEET METAL WORKERS LOCAL 104 SIU PD PMA SUPP FUND SPRINKLER FITTERS LOCAL 483 ST FRANCIS SQUARE APTS SUP WELFARE PLAN THE SEGAL COMPANY TRANSPORT WORKERS LOCAL 250-A UNITE HERE LOCAL 2 UNITED EDUCATORS OF SF VALLEY OAK PARK WEINBERG ROGER & ROSENFELD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1