2026-09-14T18:21:22-05:00 2025-10-31 423603499 Eide Bailly Advisory LLC 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-11-01 946102898 Office Employees Insurance Trust Fund Of California OFFI 5104334470 4160 Dublin Blvd Suite 400 Dublin CA 94502 Natalie Naylor Chair 5104334470 2026-09-14 1 1 Kim Hunwardsen P00484560 6122536500 2026-09-14 2024 Natalie Naylor 4160 Dublin Blvd Suite 400 Dublin CA 94502 6835496 0 X N/A X 1952 CA To provide health and welfare benefits 6 4 0 6 41927 0 0 0 6473515 6727415 37544 41927 162 66154 6511221 6835496 0 0 6218277 6419406 0 0 0 0 0 366699 388299 6584976 6807705 -73755 27791 2593694 2628972 8977 12253 2584717 2616719 None 0 0 To provide employees, and their families and dependents, health and welfare benefits for approximately 450 participants. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 1 0 1 1 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 X Health Services & Benefit Admistrators 9258337300 4160 Dublin Blvd Suite 400 Dublin CA 94502 Natalie Naylor Chair 5.00 40.00 X X 0 102428 39074 Jane Bosio Trustee 5.00 40.00 X 0 89937 39074 John Hadzess Trustee 5.00 X 0 0 0 Charlie Warren Trustee 5.00 X 0 0 0 Loretta Ramirez Trustee 5.00 X 0 0 0 Rosemarie Boothe-Bey Trustee 5.00 X 0 0 0 0 192365 78148 0 0 0 0 Health Services and Benefits Administrat 4160 Dublin Blvd Suite 100 Dublin CA 945687756 Administrative 120000 1 Employer Contributions 525100 6068336 6068336 Participant & Retiree 525100 659079 659079 6727415 41927 41927 Miscellaneous Income 900099 65566 65566 Liquidated Damages 900099 588 588 66154 6835496 6793569 41927 0 6419406 30000 59997 258943 14768 6896 16456 Dues & Subscriptions 541 698 6807705 609949 531343 446297 449925 7619 7003 990130 1036268 539699 604433 2593694 2628972 8977 12253 8977 12253 X 0 0 0 0 2584717 2616719 2584717 2616719 2593694 2628972 27791 4211 0 X X 0 1 X 0 0 0 Due from Pension 604433 604433 X 6839707 4211 4211 6835496 0 6835496 6807705 0 6807705 0 6807705 Part X, Line 2: Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Form 990, Part VI, Section A, line 7a The Trust is created under a collective bargaining agreement. Trustees are apointed by the San Francisco Labor Council (Employer) and Office and Professional Employees Local 29 (Union). An equal number shall be appointed by each the employer and the union. Form 990, Part VI, Section A, line 8b The Entity does not have sub-committees that have the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Board utilizes a third party administrator who reviews the Form 990 prior to filing with the IRS. Form 990, Part VI, Section C, line 19 The Organization's financial statements are available to the public on the Department of Labor website as part of the Form 5500 filing. The governing documents and conflict of interest policy are not made available to the public. Form 990, Part XII, Line 2C The Board of Trustees assumes responsibility for the oversight of the audit of the organization's financial statements and the selection of the independent auditor. Office and Professional Employees International Union Local 29 7677 Oakport Street Ste 480 Oakland CA 94621 940730155 Labor CA 501(c)(5) N/A 0 San Francisco Labor Council 1188 Franklin St Suite 203 San Francisco CA 94109 940835955 Labor CA 501(c)(5) N/A 0 AFSCME DISTRICT COUNCIL 57 AFT LOCAL 2121 ASBESTOS WORKERS LOCAL 16 ASSISTANCE RECOVERY PROGRAM INC BAKERS UNION LOCAL 24 BRICKLAYERS LOCAL 3 BUILDING & CONSTRUCTION TRADES CAL COUNCIL-ENVIRONMENT CALIFORNIA LABOR FEDERATION AFL-CIO CARPENTER FUNDS ADMIN OFFICE CARPENTERS LOCAL 180 CARPENTERS LOCAL 217 CARPENTERS LOCAL 22 CARPENTERS LOCAL 35 CARPENTERS LOCAL 751 CARPENTERS TRAINING NOR-CAL CARPENTERS UNION LOCAL 2236 COBRA ACTIVE DENTAL & VISION COBRA ACTIVE DENTAL & VISION ONLY COBRA DISABILITY DENTAL & VISION ONLY COBRA RETIREE HRA ONLY DC OF IRON WORKERS EISB INC ELECTRICAL INDUSTRY SERV (JATC) ELECTRICAL WORKERS LOCAL 551 IAM LOCAL 1414 IBEW ELECTRIANS LOCAL 6 IBEW LOCAL 617 IBEW LOCAL 617 JATC IFPTE LOCAL 21 IU ELEVATORS CONSTRUCTORS LOCAL 8 LABORERS UNION LOCAL 261 LATHERS LOCAL 9109 MASTERS MATES & PILOTS MFOW PMA WELFARE FUND OE FOUNDATION-FAIR CONTRACTING L29 OPERATING ENGINEERS LOCAL 3 OPERATING ENGINEERS SERVICE ZENITH OPERATIVE PLASTERS & CEMENT MASONS L300 PACIFIC COAST MARINE FIREMENS ASSOC PLUMBERS & PIPEFITTERS LOCAL 467 PLUMBERS & STM LOCAL 38 PLUMBERS LOCAL 38 H&W TRUST FUNDS PLUMBERS PIPEFITTERS JATC L467 RETAIL CLERKS LOCAL 648 RETAIL DELIVERY DRIVERS L2785 SAILORS UNION OF THE PACIFIC SAN MATEO LABOR COUNCIL PROF STAFF SEIU UNITED HEALTHCARE WORKERS SF BLDG TRADES COUNCIL SF FIRE FIGHTERS LOCAL 798 SHEET METAL WORKERS LOCAL 104 SHEET METAL WORKERS TRAINING L104 SIU PD PMA SUPP FUND SPRINKLER FITTERS LOCAL 483 SUP WELFARE PLAN TRANSPORT WORKERS LOCAL 250-A UNITE HERE LOCAL 2 UNITED EDUCATORS OF SF VALLEY OAK PARK Carrol & Scully Inc Durard McKenna & Borg St Francis Square Apts The Segal Company Weinberg Roger & Rosenfeld 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1