2025-06-16T17:42:30-05:00 2024-07-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-08-01 946072965 BAY AREA DELIVERY DRIVERS SECURITY FUND % HEALTH SVCS & BENEFIT ADMIN BAY 9258337300 4160 Dublin Blvd Suite 100 Dublin CA 94568 JACK BOOKTER TRUSTEE 9258337300 2025-06-16 true true JASMINE S BAKER P01452246 9252779100 2023 2025-03-06 01:10:19Z X JACK BOOKTER 4160 DUBLIN BLVD SUITE 100 Dublin CA 94568 52850181 false X n/a X 1950 CA TO PROVIDE HEALTH AND WELFARE BENEFITS 6 3 0 0 0 0 0 0 49920482 48126832 163101 116504 0 0 50083583 48243336 0 0 47757253 51835255 0 0 0 0 0 1902687 2035297 49659940 53870552 423643 -5627216 25295070 21994264 7226554 8658360 18068516 13335904 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS 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 613 0 true 0 false false false false false false false false X 6 3 false true false false false false false true false false false true true true true true true false false false CA X HEALTH SVCS BENEFIT ADMIN 9258337300 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 JACK BOOKTER TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH CILIA TRUSTEE 1.0 0.0 X 0 0 0 frANK CADEMARTI TRUSTEE 1.0 0.0 X 0 0 0 Richard Rodriguez TRUSTEE 1.0 0.0 X 0 0 0 ALLEN CHEEK TRUSTEE 1.0 0.0 X 0 0 0 Leslie Rea TrusTEE 1.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false Health Service benefit Administra 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 PLAN ADMINISTRATOR 981127 BLUE ANTHEM BLUE CROSS LIFE HEALT 700 broadway DENVER CO 80273 COST CONTAINMENT 398129 2 0 EMPLOYER CONTRIBUTIONS 525100 43026868 43026868 PARTICIPANT CONTRIBUTIONS 525100 913699 913699 INSURANCE REFUNDS 525100 2198840 2198840 REBATES AND REFUNDS 525100 1473860 1473860 MEDICARE DRUG SUBSIDY 525100 343916 343916 169649 169649 48126832 572519 0 572519 0 0 0 0 0 4150830 4606845 -456015 -456015 -456015 0 0 0 0 0 0 0 0 0 0 48243336 48126832 0 116504 0 0 0 51835255 0 0 0 0 0 0 881304 73994 51101 0 0 77562 811056 0 85764 0 0 0 0 0 4442 0 0 0 38404 PCORI FEE 11670 53870552 2592658 999073 3563899 2650222 0 0 6101519 5624690 0 0 0 0 0 0 0 0 37580 22295 0 0 12999414 12697984 0 0 0 0 0 0 0 0 25295070 21994264 262554 374360 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6964000 8284000 7226554 8658360 X 0 0 0 0 18068516 13335904 18068516 13335904 25295070 21994264 -5627216 894604 X X false true X true false 0 PREMIUMS PAYABLE 72000 ACCUMULATED ELIGIBILITY CREDITS 2956000 CLAIMS PAYABLE AND IBNR 5256000 8284000 X 49060378 894604 894604 48165774 77562 77562 48243336 52472990 52472990 77562 1320000 1397562 53870552 FORM 990, SCHEDULE D, PART X, LINE 2: THE PLAN'S ADMINISTRATORS HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAVE CONCLUDED THAT, AS OF JULY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS $1,320,000 FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE MEMBERS OF THE BOARD OF TRUSTEES DISCLOSE ANY CONFLICTS WHEN THEY ARE PROVIDED WITH THE FORM 990, BEFORE IT IS FILED. THE POLICY IS CONSISTENTLY MONITORED AND ENFORCED. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS AND CONTRIBUTING EMPLOYERS. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR MORE INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, HEALTH SERVICES & BENEFITS ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. RETAIL DELIVERY DRIVERS SALESMEN & HELPE 1440 Southgate Ave Ste 1 Daly City CA 94015 940801849 PLAN SPONSOR CA 501(c)(5) N/A NA false false false false false false false false false false false false false false false false false false false false FORM 990, SCHEDULE R, PART II, LINE 1 CONTINUATION: NAME OF RELATED ORGANIZATION: RETAIL DELIVERY DRIVERS SALESMAN & HELPERS UNION LOCAL 2785. FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2024, THERE ARE APPROXIMATELY 12 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW, AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. TEAMSTERS LOCAL #2785 - #2010 DS SERVICES OF AMERICA #2030 DS SERVICES OF AMERICA #2033 DS SERVICES OF AMERICA #2035 DS SERVICES OF AMERICA #2036 RYDER INTEGRATED LOGISTICS UNITED PARCEL SERVICE ELWELL TRUCKING, INC. - #2120 HOME MAID RAVIOLI - #2170 KING AMERICAN AMBULANCE #2180 RUAN TRANSPORT CORP - #2195 WILCOX FROZEN FOODS, INC #2290