Nonprofit · EIN 93-6231741
SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN
Also known as ACCOUNT UNDER TEFRA
Tax-exempt · LOS ANGELES, CA 90017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,615,649 | $14,834,542 | -$1,218,893 | $12,766,195 | $386,071 | $12,380,124 |
| December 31, 2023 | 990 | $24,551,819 | $25,018,972 | -$467,153 | $14,357,591 | $1,045,335 | $13,312,256 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,339,179
- Investment income
- $276,470
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,160,864
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $51,237
- Accounting fees
- $60,000
Balance sheet and other
- Total assets, start of year
- $14,357,591
- Total assets, end of year
- $12,766,195
- Total liabilities, end of year
- $386,071
- Net assets, end of year
- $12,380,124
- Publicly traded securities
- $11,402,023
- Gross receipts
- $13,615,649
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOURDES GARCIA | TRUSTEE Trustee or director | 10 | $0 |
| ADRIANA SALAZAR AVILA | TRUSTEE Trustee or director | 10 | $0 |
| RYAN KARRER | TRUSTEE Trustee or director | 10 | $0 |
| KIM WORSTER | TRUSTEE Trustee or director | 10 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOURDES GARCIA | TRUSTEE Trustee or director | 10 | $0 |
| ADRIANA SALAZAR AVILA | TRUSTEE Trustee or director | 10 | $0 |
| MELISSA HAILEY | TRUSTEE Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 WILSHIRE BLVD 5TH FLOOR, LOS ANGELES, CA 90017-1906
- In care of
- % BPA LANCE A PHILLIPS
- Principal officer (990 for 2024)
- LOURDES GARCIA, 450 CARSON PLAZA DRIVE, CARSON, CA 90746
- Signed the 990
- LOURDES GARCIA, TRUSTEE
- Phone
- (562) 463-5000
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 93-6231741 or by the name SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE TEAMSTERS MULTI-BENEFIT TRUST (THE "PLAN") IS A MULTIEMPLOYER WELFARE PLAN PROVIDING MEDICAL,DENTAL, VISION, CHIROPRACTIC, COUNSELING, LEGAL, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERSExpenses $14,834,542
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-6231741
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,766,195
- Income (IRS master file)
- $13,615,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,615,649 | $14,834,542 | $12,766,195 | XML |
| 990 | December 2023 | $24,551,819 | $25,018,972 | $14,357,591 | XML |
| 990 | December 2022 | $22,763,412 | $23,139,141 | $14,409,925 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6231741).
Questions about SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN
- What is the EIN of SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN?
- The employer identification number (EIN) of SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN is 93-6231741.
- Is SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN?
- The 990 for the year ended December 31, 2024 names LOURDES GARCIA.
- Who are the officers and directors of SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,615,649, expenses of $14,834,542 and total assets of $12,766,195 at year end.
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