2025-11-17T15:15:45-06:00 2024-12-31 810742089 RGP LLP 3478 BUSKIRK AVE STE 308 PLEASANT HILL CA 94523 990 2024-01-01 836418993 KAISER PERMANENTE-ALLIANCE OF HEALTH CARE UNIONS LABOR MGMNT PARTNERSHIP TRST KAIS 9252566321 ONE KAISER PLAZA 24 LAKESIDE OAKLAND CA 94612 CHRISTOPHER A CLAGG TRUSTEE 9252566321 2025-11-14 1 0 THOMAS ROCKWELL P00184561 9259540100 2025-11-13 X 2024 2025-03-06 01:10:19Z BOARD OF TRUSTEES ONE KAISER PLAZA 24 LAKESIDE OAKLAND CA 94612 17461831 0 X HTTPS://WWW.LMPARTNERSHIP.ORG X 2018 CA TO FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE ALLIANCE OF HEALTH CARE UNIONS. 10 10 0 0 0 0 16640461 17136039 0 0 237374 325792 0 0 16877835 17461831 0 0 0 0 0 0 0 0 0 16744986 18373628 16744986 18373628 132849 -911797 8202333 8156737 3452559 4318760 4749774 3837977 TO FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND ALLIANCE OF HEALTH CARE UNIONS. 0 0 THE TRUST IS A JOINTLY ADMINISTERED LABOR AND MANAGEMENT CO-OPERATION TRUST ESTABLISHED BY ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE AND PARTNERSHIP ACTIVITIES BETWEEN MANAGEMENT, UNIONS AND EMPLOYEES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X JEFFREY UNALP 9252566321 175 LENNON LANE SUITE 201 WALNUT CREEK CA 94598 X HAL RUDDICK TRUSTEE 1.00 X 0 0 0 SANDRA FLORES TRUSTEE 1.00 X 0 0 0 MICHAEL BARNETT TRUSTEE 1.00 X 0 0 0 MILTON JONES- RESIGNED IN 2024 TRUSTEE 1.00 X 0 0 0 STEVE SHIELDS- RESIGNED IN 2024 TRUSTEE 1.00 X 0 0 0 LIONEL SIMS TRUSTEE 1.00 X 0 0 0 IAN KING TRUSTEE 1.00 X 0 0 0 JIM PRUITT TRUSTEE 1.00 X 0 0 0 CHRIS CLAGG TRUSTEE 1.00 X 0 0 0 CHARMAINE MORALES TRUSTEE 1.00 X 0 0 0 ARLENE PEASNALL CO-CHAIR 1.00 X 0 0 0 BRYAN WYNN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 UNALP CPA GROUP INC 175 LENNON LANE SUITE 201 WALNUT CREE CA 94598 ACCOUNTING & ADMINISTRATION 449000 1 17136039 17136039 325792 325792 17461831 0 0 325792 19162 657438 211529 1491121 REIMBURSEMENTS FOR SALA 15604322 GENERAL AND ADMINISTRAT 304813 CELLULAR PHONE & OTHER 57824 PRINTING AND PUBLIC REL 27419 18373628 4418815 4548262 1666839 1395705 44906 43981 2071773 2168789 8202333 8156737 426922 278575 3025637 4040185 3452559 4318760 X 0 0 0 0 4749774 3837977 4749774 3837977 8202333 8156737 -911797 0 X 0 1 X 0 0 0 DUE TO KAISER PERMANENTE 4040185 4040185 X 17461831 0 17461831 0 17461831 18373628 0 18373628 0 18373628 PART X, LINE 2: THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITON AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE TRUST FILES TAX RETURNS WITH FEDERAL AND CALIFORNIA TAX AUTHORITIES. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2021 OR BY CALIFORNIA TAX AUTHORITIES BEFORE 2020. STEVE SHIELDS- RESIGNED IN 2024 TRUSTEE 0 JIM PRUITT TRUSTEE 0 CHRIS CLAGG TRUSTEE 0 IAN KING TRUSTEE 0 LIONEL SIMS TRUSTEE 0 MILTON JONES- RESIGNED IN 2024 TRUSTEE 0 ARLENE PEASNALL TRUSTEE 0 MICHAEL BARNETT TRUSTEE 0 HAL RIDDICK TRUSTEE 0 SANDRA FLORES TRUSTEE 0 BRYAN WYNN TRUSTEE 0 CHARMAINE MORALES TRUSTEE 0 SCHEDULE L, PART IV EACH TRUSTEE IS EITHER AN EMPLOYEE OF (1) KAISER PERMANENTE MANAGEMENT OR (2) AN EMPLOYEE OF A UNION WHICH IS A MEMBER OF THE ALLIANCE OF HEALTH CARE UNIONS. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORD WITH THE TERMS OF THE TRUST AGREEMENT, KAISER PERMANENTE HEALTH PLAN AND THE ALLIANCE OF HEALTH CARE UNIONS EACH HAVE THE AUTHORITY TO APPOINT FIVE TRUSTEES TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF TRUSTEES IS SMALL ENOUGH SO THAT IT HAS NO COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 WAS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE TRUST WILL MAKE ITS EXEMPTION APPLICATION, IRS FORM 1024, AND FORM 990 AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION ADHERES TO PUBLIC DISCLOSURE LAWS THAT APPLY TO IT. CKPU-KP EDUCATION & TRAINING TRUST 1800 HARRISON ST 15TH FL OAKLAND CA 94612 205219583 FUND EDUCATION OF KAISER PERMANENTE EMPLOYEES CA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 CKPU-KP EDUCATION & TRAINING TRUST P 50948 ALLOCATION OF TIME