2025-10-13T15:17:37-05:00 2024-12-31 542189926 Henningfield & Associates Inc 28296 Constellation Road Valencia CA 91355 990 2024-01-01 261574455 OCU HEALTH AND WELFARE TRUST OCUH 6264342469 1055 PARK VIEW DRIVE 111 COVINA CA 91722 REX MCNAMARA TRUSTEE 6264342469 2025-10-09 1 0 RANDY D HENNINGFIELD P01364367 6612953363 2024 2025-03-06 01:10:19Z REX MCNAMARA 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 226256746 0 X N/A X 2008 CA HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 6 6 0 0 0 0 0 0 24657885 25774127 3817372 98055943 0 0 28475257 123830070 0 0 25186056 25472026 0 0 0 0 0 1481445 1524898 26667501 26996924 1807756 96833146 273775612 297725916 2377768 2399943 271397844 295325973 TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 0 0 26996924 HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND. 26996924 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 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 CA X X ROBERT GLAZA 6264342469 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 X KURT SULZBACH TRUSTEE 10.00 X 0 0 0 DAWN FEIKEMA TRUSTEE 10.00 X 0 0 0 MEGAN ORTEGA TRUSTEE 10.00 X 0 0 0 JOHN FAGEAUX TRUSTEE 10.00 X 0 0 0 REX MCNAMARA TRUSTEE 10.00 X 0 0 0 DEBBIE KARMELICH TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 PACIFIC SOUTHWEST ADMINISTRATORS 1055 PARK VIEW DRIVE SUITE 111 COVINA CA 91722 THIRD PARTY ADMINISTRATORS 329029 ANTHEMBLUE CROSS 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS ADMINISTRATION 207080 ASB CAPITAL MANAGEMENT 7501 WISCONSIN AVENUE BETHESDA MD 20814 INVESTMENT MANAGER 161480 ULLICO INVESTMENT ADVISORS INC 8403 COLESVILLE ROAD 13TH FLOOR SILVER SPRING MD 20910 INVESTMENT MANAGER 127152 EPIC BROKERS 1390 WILLOW PASS ROAD STE 800 CONCORD CA 94520 BENEFIT CONSULTANT 122400 5 CONTRIBUTIONS - ACTIVE 561000 17721088 17721088 CONTRIBUTIONS - RETIREE 561000 7003294 7003294 STOP LOSS RECOVERIES 561000 661995 661995 CONTRIBUTIONS - TEMP 561000 387750 387750 25774127 1117107 1117107 199365512 102426676 96938836 96938836 96938836 123830070 25774127 0 98055943 25472026 25472026 448117 448117 125420 125420 29130 29130 337602 337602 45631 45631 12512 12512 30961 30961 PROVIDER NETWORK AND UT 207080 207080 BENEFIT CONSULTING 127692 127692 ACTUARIAL SERVICES 80915 80915 INVESTMENT CONSULTING 60000 60000 19838 19838 26996924 26996924 0 0 11918 46249 7653270 6302443 773813 1117434 4497 18262 265332114 290241528 273775612 297725916 202768 145389 2175000 2254554 2377768 2399943 X 0 0 0 0 271397844 295325973 271397844 295325973 273775612 297725916 96833146 -72905017 0 X 0 1 X 1 0 0 PREMIUMS PAYABLE, BENEFITS PAYABLE (IBNR) 2254554 2254554 50587451 -72905017 -72905017 123492468 337602 337602 123830070 26579768 0 26579768 337602 79554 417156 26996924 Part XII, Line 4b - Other Adjustments: CHANGE IN PREMIUMS PAYABLE AND IBNR 79,554. Form 990, Part VI, Section A, line 3 THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND. Form 990, Part VI, Section B, line 11b A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES. Form 990, Part VI, Section C, line 19 SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY AND SPDS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE PLAN ADMINISTRATOR UPON REQUEST, AS WELL AS THE DOL WEBSITE. Form 990, Part VII Contact Addresses for Officers, Directors, Etc KURT SULZBACH - 2500 NAVY WAY, TERMINAL ISLAND, CA 90731. DAWN FEIKEMA - 3620 BRIGGEMAN DRIVE, LOS ALAMITOS, CA 90720. MEGAN ORTEGA - 181 W. HUNTINGTON DRIVE STE 202, MONROVIA, CA 91016. JOHN FAGEAUX - 3620 BRIGGEMAN DRIVE, LOS ALAMITOS, CA 90720. REX MCNAMARA - 6021 KATELLA AVENUE, SUITE 200, CYPRESS, CA 90630. DEBBIE KARMELICH - 3620 BRIGGEMAN DRIVE, LOS ALAMITOS, CA 90720. APM TERMINALS PACIFIC LTDTHE MAERSK INC 2500 NAVY WAY SAN PEDRO CA 90731 135159146 INTERNATIONAL SHIPPING CA C 0 AMERICAN PRESIDENT LINES 16220 N SCOTTSDALE ROAD 300 SCOTTSDALE AZ 85254 942911022 INTERNATIONAL SHIPPING AZ C 0 ZIM AMERICAN INTEGRATED SHIPPING 555 E OCEAN BLVD 700 LONG BEACH CA 90802 135542549 INTERNATIONAL SHIPPING CA C 0 EVERGREEN SHIPPING AGENCY 6021 KATELLA AVE 200 CYPRESS CA 90630 133373601 INTERNATIONAL SHIPPING CA C 0 CALIFORNIA UNITED TERMINALS 2525 NAVY WAY TERMINAL ISLAND CA 90731 954718041 INTERNATIONAL SHIPPING CA C 0 OOCL INC 2633 CAMINO RAMON 400 SAN RAMON CA 94583 134934630 INTERNATIONAL SHIPPING CA C 0 INTERNATIONAL TRANSPORTATION SERVICE 1821 PIER G WAY LONG BEACH CA 90802 952680214 INTERNATIONAL SHIPPING CA C 0 LONG BEACH UNION 6615 E PACIFIC COAST HWY 250 LONG BEACH CA 90803 132520327 INTERNATIONAL SHIPPING CA C 0 SSA TERMINALS 1131 SW KLICKITAT WAY SEATTLE WA 98134 911983909 INTERNATIONAL SHIPPING WA C 0 YUSSEN TERMINALS INC 701 NEW DOCK ST TERMINAL ISLAND CA 90731 330384326 INTERNATIONAL SHIPPING CA C 0 COSCO AGENCIES 588 HARBOR SCENIC WAY LONG BEACH CA 90802 954001289 INTERNATIONAL SHIPPING CA C 0 MATSON NAVIGATION COMPANY 555 12TH STREET OAKLAND CA 94604 940662400 INTERNATIONAL SHIPPING CA C 0 MARINE TERMINALS 2001 JOHN S GIBSON BLVD SAN PEDRO CA 90731 950973175 INTERNATIONAL SHIPPING CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0