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Nonprofit · EIN 94-2848389

TEAMSTER BENEFIT TRUST

Tax-exempt · FREMONT, CA 94537

Financials

$366.7M$306.6M2022$379.8M$334.4M2023$399.7M$379.8M2024
Revenue Expenses · by fiscal year end
Financials of TEAMSTER BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$399,670,007$379,757,909$19,912,098$1,028,970,619$53,988,425$974,982,194
September 30, 2024990$379,823,294$334,360,230$45,463,064$910,753,202$45,483,746$865,269,456
September 30, 2023990$366,749,635$306,602,707$60,146,928$739,157,796$41,063,604$698,094,192
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$373,731,004
Investment income
$25,675,368
Other revenue
$263,635

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$363,217,909
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$333,435
Accounting fees
$727,292

Balance sheet and other

Total assets, start of year
$910,753,202
Total assets, end of year
$1,028,970,619
Total liabilities, end of year
$53,988,425
Net assets, end of year
$974,982,194
Publicly traded securities
$655,135,296
Gross unrelated business income
$440,138
Gross receipts
$399,670,007
Employees
2
Volunteers
0
Year formed
1982
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
William AlbaneseTrustee
Trustee or director
1$0
Keith FlemingCO-CHAIRMAN
Trustee or director
4$0
John BouchardTrustee
Trustee or director
1$0
Richard JordanTrustee
Trustee or director
1$0
Richard MurphyTrustee
Trustee or director
1$0
Bill RossiTrustee
Trustee or director
1$0
Carlos BorbaCO-CHAIRMAN
Trustee or director
4$0
Alberto RuizTrustee
Trustee or director
1$0
GERALD COLEMANTRUSTEE
Trustee or director
1$0
STEPHEN BECKTRUSTEE
Trustee or director
1$0
SAL LOMELITRUSTEE
Trustee or director
1$0
STEVEN LUATRUSTEE
Trustee or director
1$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
1$0
990 for the year ended September 30, 2024: 13 people
NameTitleHours / weekCompensation
William AlbaneseTrustee
Trustee or director
1$0
Keith FlemingCO-CHAIRMAN
Trustee or director
4$0
John BouchardTrustee
Trustee or director
1$0
Richard JordanTrustee
Trustee or director
1$0
Richard MurphyTrustee
Trustee or director
1$0
Bill RossiTrustee
Trustee or director
1$0
Carlos BorbaCO-CHAIRMAN
Trustee or director
4$0
Alberto RuizTrustee
Trustee or director
1$0
GERALD COLEMANTRUSTEE
Trustee or director
1$0
STEPHEN BECKTRUSTEE
Trustee or director
1$0
SAL LOMELITRUSTEE
Trustee or director
1$0
STEVEN LUATRUSTEE
Trustee or director
1$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
1$0
990 for the year ended September 30, 2023: 16 people
NameTitleHours / weekCompensation
William AlbaneseTrustee
Trustee or director
1$0
Keith FlemingTrustee
Trustee or director
1$0
John BouchardTrustee
Trustee or director
1$0
Richard JordanTrustee
Trustee or director
1$0
Dennis HartTrustee (THRU 12/2022)
Trustee or director
1$0
Richard MurphyTrustee
Trustee or director
1$0
Bill RossiTrustee
Trustee or director
1$0
Ron ParedesTrustee (THRU 01/2023)
Trustee or director
1$0
Carlos BorbaTrustee
Trustee or director
1$0
Alberto RuizTrustee
Trustee or director
1$0
JESSE CASQUEIROTRUSTEE (THRU 01/2023)
Trustee or director
1$0
GERALD COLEMANTRUSTEE
Trustee or director
1$0
STEPHEN BECKTRUSTEE (EFF 01/2023)
Trustee or director
1$0
SAL LOMELITRUSTEE (EFF 01/2023)
Trustee or director
1$0
STEVEN LUATRUSTEE (EFF 01/2023)
Trustee or director
1$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0

Address and contacts

Address (IRS master file)
PO BOX 5820, FREMONT, CA 94537-5820
In care of
% TITAN INSURANCE ADMINISTRATO
Principal officer (990 for 2024)
RICH MURPHY, POST OFFICE BOX 5820, FREMONT, CA 94537
Signed the 990
RICH MURPHY, TRUSTEE
Phone
(510) 796-4676
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2848389 or by the name TEAMSTER BENEFIT TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MULTIEMPLOYER PLAN PARTICIPANTS.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS COLLECTIVELY BARGAINED MULTIEMPLOYER TRUST.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
94-2848389
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,028,970,619
Income (IRS master file)
$399,670,007

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$399,670,007$379,757,909$1,028,970,619XML
990September 2024$379,823,294$334,360,230$910,753,202XML
990September 2023$366,749,635$306,602,707$739,157,796XML
990September 2022$367,435,023$300,123,102$622,468,881IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 94-2848389).

Questions about TEAMSTER BENEFIT TRUST

What is the EIN of TEAMSTER BENEFIT TRUST?
The employer identification number (EIN) of TEAMSTER BENEFIT TRUST is 94-2848389.
Is TEAMSTER BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to TEAMSTER BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEAMSTER BENEFIT TRUST 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 TEAMSTER BENEFIT TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TEAMSTER BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of TEAMSTER BENEFIT TRUST?
The 990 for the year ended September 30, 2025 names RICH MURPHY.
Who are the officers and directors of TEAMSTER BENEFIT TRUST?
The 990 for the year ended September 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does TEAMSTER BENEFIT TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $399,670,007, expenses of $379,757,909 and total assets of $1,028,970,619 at year end.

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