2026-06-12T17:03:55-04:00 2025-07-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-08-01 946072965 BAY AREA DELIVERY DRIVERS SECURITY FUND % HEALTH SVCS & BENEFIT ADMINI BAYA 9258337300 4160 Dublin Blvd Suite 100 Dublin CA 94568 JOSEPH CILIA TRUSTEE 9258337300 2026-06-08 true true JASMINE S BAKER P01452246 9252779100 2024 2025-03-06 01:10:19Z X JOSEPH CILIA 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 61071641 false X N/A X 1950 CA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 3 0 0 0 0 0 0 48126832 57183964 116504 427095 0 0 48243336 57611059 0 0 51835255 54018609 0 0 0 0 0 2035297 2011374 53870552 56029983 -5627216 1581076 21994264 23993981 8658360 8791342 13335904 15202639 X 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 740 0 true 0 false false false false false false false false X 5 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 ADMINI 9258337300 4160 DUBLIN BLVD STE 100 DUBLIN CA 94568 X 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 (TERM 2/2025) 1.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.0 0.0 X 0 0 0 0 0 0 0 false false false Health Service benefit Administra 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 PLAN ADMINISTRATOR 944555 BLUE ANTHEM BLUE CROSS LIFE HEALT 700 BROADWAY DENVER CO 80273 COST CONTAINMENT 401187 SEGAL COMPANY 180 HOWARD ST SUITE 100 SAN FRANCISCO CA 94105 CONSULTING 149110 3 0 EMPLOYER CONTRIBUTIONS 525100 52168112 52168112 PARTICIPANT CONTRIBUTIONS 525100 1120426 1120426 STOP LOSS REFUNDS 525100 1469690 1469690 REBATES AND REFUNDS 525100 1692111 1692111 MEDICARE DRUG SUBSIDY 525100 481174 481174 252451 252451 57183964 530738 530738 0 0 0 0 0 3356939 3460582 -103643 -103643 -103643 0 0 0 0 0 0 0 0 0 0 57611059 57183964 0 427095 0 0 0 54018609 0 0 0 0 0 0 878206 76622 82028 0 0 56743 770509 0 99684 0 0 0 0 0 2360 0 0 0 35543 PCORI FEE 9679 56029983 999073 1892421 2650222 2599768 0 0 5624690 7574769 0 0 0 0 0 0 0 0 22295 31922 0 0 12697984 11895101 0 0 0 0 0 0 0 0 21994264 23993981 374360 281342 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8284000 8510000 8658360 8791342 X 0 0 0 0 13335904 15202639 13335904 15202639 21994264 23993981 1581076 285659 X X false true X true false 0 PREMIUMS PAYABLE 154000 ACCUMULATED ELIGIBILITY CREDITS 3407000 CLAIMS PAYABLE AND IBNR 4949000 8510000 X 57839975 285659 285659 57554316 56743 56743 57611059 55747240 55747240 56743 226000 282743 56029983 Form 990, Schedule D, Part X, Line 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN NOVEMBER 1958, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THEY PLAN WAS QUALIFIED, AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. PLAN MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAT 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, SCHEDULE D, PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS. 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 TRUSTEE 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 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, SECITON 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 ELIVERY DRIVERS SALESMAN & HELPERS UNION LOCAL 2785. FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZAITON IS A TAFT-HARTLEY EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JULY 31, 2025, THERE ARE 9 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. DS SERVICES OF AMERICA ELWELL TRUCKING, INC. HOME MAID RAVIOLI KING AMERICAN AMBULANCE RUAN TRANSPORT CORP RYDER INTEGRATED LOGISTICS TEAMSTERS LOCAL #2785 UNITED PARCEL SERVICE WILCOX FROZEN FOODS, INC.