2025-11-15T14:53:50-05:00 2024-12-31 MILLER KAPLAN ARASE LLP 595 MARKET ST STE 920 SAN FRANCISCO CA 941052814 990 2024-01-01 237120690 OFFICE AND PROFESSIONAL EMPLOYEES WELFARE FUND % HEALTH SERVICES BEN ADMIN OFFI 9258337300 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 TAMARA RUBYN CHAIRPERSON 9258337300 2025-11-15 true true Kelly Pollard P02471751 4159563600 2024 2025-03-06 01:10:19Z TAMARA RUBYN 7677 oakport st ste 480 OAKLAND CA 94621 3201905 false X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS. 4 0 0 0 0 0 0 0 3029951 3130764 33903 71141 0 0 3063854 3201905 0 0 3070517 3248504 0 0 0 0 0 209907 221553 3280424 3470057 -216570 -268152 1829197 1650036 189501 278492 1639696 1371544 X TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS. false false TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS. 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 4 0 false false false false false false false true false false false true true true true true true false X HEALTH SERVICES BEN ADMIN 9258337300 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 X TAMARA RUBYN TRUSTEE, CHAIR 1.0 0.0 X X 0 0 0 KELLY GSCHWEND TRUSTEE 1.0 0.0 X 0 0 0 TOM WALTERS TRUSTEE, CO-CHAIR 1.0 0.0 X X 0 0 0 CATHERINE PEARSON TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false HEALTH SERVICES BENEFIT ADMIN I 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 administration 111240 1 0 EMPLOYER CONTRIBUTIONS 900099 2859357 2859357 0 0 PARTICIPANT CONTRIBUTIONS 900099 271407 271407 0 0 3130764 71141 71141 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3201905 3201905 0 0 0 0 0 3248504 0 0 0 0 0 0 111240 8820 45551 0 0 0 30000 0 8096 0 0 0 0 0 16040 0 0 0 1210 MISCELLANEOUS EXPENSE 596 3470057 0 0 1580289 1433976 0 0 248908 216060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1829197 1650036 26517 17068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 162984 261424 189501 278492 X 0 0 0 0 1639696 1371544 1639696 1371544 1829197 1650036 -268152 X false true X true 0 BENEFIT OBLIGATIONS 261424 261424 X 3201905 3201905 3201905 3371617 3371617 98440 98440 3470057 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, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS. PART VI, LINE 8B: THE PLAN HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: BEFORE THE FORM 990 IS FILED, ALL TRUSTEES ARE EMAILED A COPY AND INSTRUCTED TO CONTACT THE ADMINISTRATOR WITHIN ONE WEEK WITH ANY QUESTIONS. PART VI, LINE 12C: THE CONTRACT ADMINISTRATOR OF THE PLAN ANNUALLY PERFORMS A FORMAL REVIEW OF THE POLICY AND ASKS THE TRUSTEES TO RESPOND AT THAT TIME TO SEE IF ANY CONFLICTS OF INTEREST HAVE OCCURRED DURING THE YEAR. PART VI, LINE 19: "SUMMARY ANNUAL REPORT" INSTRUCTS MEMBERS TO CONTACT ADMINISTRATOR. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE. PART VII, SECTION A: ANY TRUSTEES' COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990, IF APPLICABLE. PIEDMONT GROCERY 4038 PIEDMONT AVE OAKLAND CA 94611 SHEET MTL AIR RAIL TRANS #104 3232 CONSTITUTION WAY LIVERMORE CA 94551 OPEIU LOCAL 29 7677 OAKPORT ST STE 480 OAKLAND CA 94621 IBEW LOCAL # 595 6250 VILLAGE PKWY DUBLIN CA 94568 SHEET METAL #104 DISTRICT 2 3232 CONSTITUTION DR LIVERMORE CA 94551 PLUMBERS & PIPE TRADES #442 4842 NUTCRACKER LN MODESTO CA 95356 IBEW #332 2125 CANOAS GARDEN AVE 100 SAN JOSE CA 95125 CALIF FED OF TEACHERS 2550 N HOLLYWOOD 400 BURBANK CA 91505 IBEW LOCAL #302 1875 ARNOLD DR MARTINEZ CA 94553 AMALGAMATED TRANSIT #192 8460 ENTERPRISE WAY OAKLAND CA 94621 OPEIU LOCAL 29 7677 OAKPORT ST STE 480 OAKLAND CA 94621 AMALGAMATED TRANSIT #1555 132 NINTH ST STE 100 OAKLAND CA 94607 SAN JOAQUIN & CALAV CO JATC 1531 EL PINAL DR STOCKTON CA 95205 SOUTH BAY AFL-CIO LABOR COUNC 2302 ZANKER RD SAN JOSE CA 95131 BUILDING TRADES COUNCIL 2102 ALMADEN RD 101 SAN JOSE CA 95125 PIPE TRADES JATC 780 COMMERCIAL ST SAN JOSE CA 95112 SHEET METAL WORKERS LOCAL 104 JATC 1401 GREENVILLE RD LIVERMORE CA 94550 IBEW LOCAL #180 720-B TECHNOLOGY WAY NAPA CA 94558 NO CA CEMENT MASONS JATC 2600 KITTY HAWK RD STE 115 LIVERMORE CA 94551 RICHMOND SANITARY SERVICE P O BOX 4150 RICHMOND CA 94804 ELECTRICAL WORKERS JATC 14600 CATALINA ST SAN LEANDRO CA 94577 CEMENT MASONS #400 810 W STADIUM LN SACRAMENTO CA 95834 IBEW #100 5434 E LAMONA AVE FRESNO CA 93727 BRICKLAYERS JATCSAN RAMON PO BOX 1607 SAN RAMON CA 94583 CARPENTERS #701 1361 N HULBERT FRESNO CA 93728 NORCAL LMCT-NECA CONTRA COSTA 7488 SHORELINE DR STOCKTON CA 95219 PLUMBERSPIPEFITTERS 442 JATC 4842 NUTCRACKER LN MODESTO CA 95356 ALAMEDA CENTRAL LABOR COUNCIL 7750 PARDEE LN 110 OAKLAND CA 94621 McCraken Stemgrman & Holsberr gearhart and sonnicksen llp state building and construction trades c N/A united way N/A SHEET-METAL WORKERS 104 FCU N/A Sea Logix NA false false false false false false false false false false false false false false false false false false true See Supplemental Page