2026-02-17T17:47:13-06:00 2024-03-31 542189926 Henningfield & Associates Inc 28296 Constellation Road Valencia CA 91355 990 2023-04-01 943155322 CALIFORNIA NURSES ASSOCIATION BENEFIT TRUST CALI 9258337300 4160 DUBLIN BLVD 100 DUBLIN CA 94568 MICHELLE GRISAT TRUSTEE 9258337300 2026-02-16 1 1 RANDY D HENNINGFIELD P01364367 6612953363 2023 2025-03-06 01:10:19Z MICHELLE GRISAT 155 GRAND AVENUE OAKLAND CA 94612 3466825 0 X N/A X 1992 CA PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS. 5 5 0 0 0 0 0 0 3758802 3384922 52683 81903 0 0 3811485 3466825 0 0 3130943 3034712 0 0 0 0 0 368499 305661 3499442 3340373 312043 126452 3952131 3644922 102960 241086 3849171 3403836 PROVIDE DISABILITY, LONG-TERM CARE, LIFE, AD&D AND CRITICAL ILLNESS BENEFITS TO MEMBERS AND QUALIFIED PARTICIPANTS 0 0 3340373 PROVIDED BENEFITS TO ACTIVE NURSES REPRESENTED BY THE CALIFORNIA NURSE ASSOCIATION WHO ARE REGULARLY SCHEDULED TO WORK AT LEAST 20 HOURS PER WEEK AND TO THE EMPLOYEES OF THE CALIFORNIA NURSES ASSOCIATION WHO ARE ELIGIBLE TO PARTICIPATE. 3340373 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X HEALTH SERVICES & BENEFIT ADMINISTRATION 9258337300 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 X CATHERINE KENNEDY TRUSTEE 5.00 X 0 0 0 MATHEW BOYER TRUSTEE 5.00 X 0 0 0 MICHELLE GRISAT TRUSTEE 5.00 X 0 0 0 DIANE MCCLURE TRUSTEE 5.00 X 0 0 0 WENDY LARKIN TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HEALTH SERVICES & BENEFIT ADMINISTRATORS 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 ADMINISTRATOR 252014 1 PARTICIPANT CONTRIBUTI 900099 3285839 3285839 EMPLOYER CONTRIBUTIONS 900099 99083 99083 3384922 81903 81903 3466825 3384922 0 81903 3034712 3034712 252014 252014 12000 12000 13967 13967 6869 6869 6781 6781 BANK CHARGES 7350 7350 ENROLLMENT EXPENSE 6680 6680 3340373 3340373 0 0 3058734 390377 397250 396418 98878 4068 2781724 397269 72335 3952131 3644922 78981 23471 23979 0 217615 102960 241086 X 0 0 0 0 3849171 3403836 3849171 3403836 3952131 3644922 126452 82580 -654367 0 X X 0 1 X 1 0 0 REFUNDS DUE TO PARTICIPANTS 217615 217615 3535438 82580 82580 3452858 13967 13967 3466825 3365888 0 3365888 13967 -39482 -25515 3340373 Part XII, Line 4b - Other Adjustments: CHANGE IN PREMIUMS RECEIVABLE -39,482. Form 990, Part VI, Section A, line 3 The Trustees have contracted with a third party administrator to perform the everyday administration of the fund. Form 990, Part VI, Section A, line 8b There are no committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A copy of Form 990 was presented to the trustees for review and signatures. Form 990, Part VI, Section B, line 12c Trustees are required to notify the plan of any changes in their interests that could give rise to conflicts. Form 990, Part VI, Section C, line 19 The organization makes its governing document, conflict of interest policy, and financial statements available to the public upon request, and via the Department of Labor website. Form 990, Part VII Contact Addresses for Officers, Directors, Etc CATHERINE KENNEDY - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MATHEW BOYER - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. MICHELLE GRISAT - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. DIANE MCCLURE - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. WENDY LARKIN - 155 GRAND AVE 2ND FLOOR, OAKLAND, CA 94612. Form 990, Part XII, Line 2c: Prior year audit was incomplete at the time of filing the March 31, 2023 filing. Subsequently, the audit has been completed. CALIFORNIA NURSES ASSOCIATIONS 155 GRAND AVE OAKLAND CA 94612 940362060 LABOR ORGANIZATION CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0