2025-11-08T12:25:15-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 942356343 Health Care EmployeesEmployer Dental and Medical Trust % LISA WINSTON DUBLIN INS HEAL 9258031880 6200 VILLAGE PKWY STE 201 DUBLIN CA 94568 PHYLENE RIRIE-SUNGA TRUSTEE 9258031880 2025-11-06 true true Jesse Ward P02011441 4159563600 2024 2025-03-06 01:10:19Z PHYLENE RIRIE-SUNGA 6200 VILLAGE PKWY STE 201 DUBLIN CA 94568 231468887 false X N/A X 1972 CA A MULTI-EMPLOYER PLAN PROVIDING MEDICAL, DENTAL, LIFE AND SUPPLEMENTAL MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 7 1 0 0 0 0 0 0 198941725 230870294 286280 353419 240301 245174 199468306 231468887 0 0 198315280 227034878 0 0 0 0 0 3076825 3076618 201392105 230111496 -1923799 1357391 56853646 60392457 53919790 56101210 2933856 4291247 X A MULTI-EMPLOYER PLAN PROVIDING MEDICAL, DENTAL, LIFE AND SUPPLEMENTAL MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. false false A MULTI-EMPLOYER PLAN PROVIDING MEDICAL, DENTAL, LIFE AND SUPPLEMENTAL MEDICAL BENEFITS TO 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 4 0 true 0 false false false false false false false false X 7 1 false true false false false false false true false false false false false false false false X LISA WINSTON DUBLIN INS 9258031880 6200 VILLAGE PKWY STE 201 DUBLIN CA 94568 X PHYLENE RIRIE-SUNGA TRUSTEE 1.0 0.0 X 0 0 0 BENIGNO DELGADO TRUSTEE 1.0 40.0 X 0 0 0 GEORGE MCHUGH TRUSTEE 1.0 40.0 X 0 0 0 DAVID WERLIN TRUSTEE 1.0 40.0 X 0 0 0 PAT PODDATOORI TRUSTEE 1.0 40.0 X 0 0 0 ROBERT LI TRUSTEE 1.0 40.0 X 0 0 0 ARNULFO DE LA CRUZ TRUSTEE 1.0 40.0 X 0 0 0 0 0 0 0 false false false DUBLIN INSURANCE SERVICES INC 6200 Village Pkwy STE 201 DUBLIN CA 94568 Administration 2636454 1 0 EMPLOYER CONTRIBUTIONS 900099 225828949 225828949 0 0 PARTICIPANT CONTRIBUTIONS 900099 5041345 5041345 0 0 230870294 353419 0 0 353419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REIMBURSED COMMISSIONS 900099 1887 1887 0 0 LIQUIDATED DAMAGES 900099 243287 243287 0 0 245174 231468887 231115468 0 353419 0 0 0 227034878 0 0 0 0 0 0 2636454 66513 30000 0 0 0 32700 0 221726 63563 0 0 0 0 1910 0 0 0 23752 230111496 0 0 40348926 44008670 0 0 16504720 16383787 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56853646 60392457 20997 17235 0 0 2820860 3185588 0 0 0 0 0 0 0 0 0 0 51077933 52898387 53919790 56101210 X 0 0 0 0 2933856 4291247 2933856 4291247 56853646 60392457 1357391 X false true X true 0 BENEFIT OBLIGATIONS 52898387 52898387 X 231468887 231468887 231468887 228291042 228291042 1820454 1820454 230111496 PART X, LINE 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, 4B: CHANGE IN BENEFIT OBLIGATIONS. PART VI, SECTION A, LINE 3: ALTHOUGH THE BOARD OF TRUSTEES ARE ULTIMATELY IN-CHARGE OF THE HEALTH CARE TRUST (THE "TRUST"), DAY TO DAY ACTIVITIES ARE HANDLED BY DUBLIN INSURANCE SERVICES, INC. (THE "ADMINISTRATOR"), A THIRD PARTY ADMINISTRATOR. THE BOARD OF TRUSTEES IS KEPT INFORMED OF THE FINANCIAL POSITION AND ACTIVITIES OF THE TRUST THROUGH REGULAR MEETINGS, TELECONFERENCES, AND CORRESPONDENCE, AND THROUGH REVIEW OF FINANCIAL REPORTS AND OTHER DOCUMENTATION PROVIDED BY THE ADMINISTRATOR. PART VI, SECTION A, LINE 8B: THE TRUST DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B: THE TRUST'S FORM 990 IS PREPARED BY A CPA FIRM, REVIEWED BY THE ADMINISTRATOR AND SUBMITTED TO A TRUSTEE FOR REVIEW AND SIGNATURE. ADDITIONALLY, FORM 990 IS AVAILABLE TO OTHER TRUSTEES IF REQUESTED. PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON WRITTEN REQUEST. ALL TRUST PARTICIPANTS RECEIVE A "SUMMARY ANNUAL REPORT" EACH YEAR THAT PROVIDES FINANCIAL AND OTHER INFORMATION TO THE PARTICIPANTS, AS WELL AS DESCRIBING HOW TO OBTAIN ADDITIONAL INFORMATION IF DESIRED. A FORM 5500 "ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN" IS FILED ANNUALLY WITH THE DEPARTMENT OF LABOR AND IS AVAILABLE ON THEIR WEBSITE. THE TRUST IS GOVERNED BY ERISA. PART VII, SECTION A: 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 IRS BY THE RELATED TAX EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION CONTACT THE ADMINSTRATOR. SEE PART VII SEE PART VII SEE PART VII false false false false false false false false false false false false false false false false false false true PARTS II, III AND IV: The filing organization provides health and welfare benefits to eligible participants and their dependents. The administrative office maintains a database of the contributing employers and sponsoring organizations, including names, addresses and other contact information. The administrative office does not maintain the federal tax classification of each employer. Please contact the administrative office if you have any questions.