2024-07-11T15:10:18-05:00 2023-08-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-09-01 946667029 CALIFORNIA TEACHERS ASSOC EMPLOYEES' HEALTH AND WELFARE BENEFITS TRUST % ZENITH AMERICAN SOLUTIONS CALI 4155467800 1141 HARBOR BAY PARKWAY Suite 100 ALAMEDA CA 94502 LESLIE LITTMAN CHAIR 5032825581 2024-07-10 true LESLIE LITTMAN 999009999 JAMES N BROWNING P01451906 9252779100 3 2022 2023-04-26 12:10:37Z X LESLIE LITTMAN 1141 HARBOR BAY PARKWAY 100 ALAMEDA CA 94502 28515434 false X n/a X 1993 CA PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 9 0 0 0 0 0 0 0 23907357 24504205 1006242 690114 0 0 24913599 25194319 0 0 24839572 25383869 0 0 0 0 0 1983699 2045145 26823271 27429014 -1909672 -2234695 22468896 20419089 2346149 2495362 20122747 17923727 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 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 2 0 true 0 false false false false false false false false X 9 0 false true false false false false false true true false false true true true true true true false false false CA X ZENITH AMERICAN SOLUTIONS 4155467800 1141 HARBOR BAY PARKWAY 100 ALAMEDA CA 94502 X David Goldberg TRUSTEE 3.0 0.0 X 0 0 0 E Toby Boyd TRUSTEE - TERM. 6/2023 2.0 0.0 X 0 0 0 Rose LUNA Nunez TRUSTEE 2.0 0.0 X 0 0 0 Jake Anderson Co-Chairman 3.0 0.0 X X 0 0 0 Jill Coert TRUSTEE 2.0 0.0 X 0 0 0 Halimah Mekki Trustee 2.0 0.0 X 0 0 0 Pamela Miller Trustee 2.0 0.0 X 0 0 0 LESLIE LITTMAN CHAIR - EFF. 6/2023 3.0 0.0 X X 0 0 0 WEI PAN TRUSTEE 2.0 0.0 X 0 0 0 SARA VEGA-JUNGE TRUSTEE 2.0 0.0 X 0 0 0 SEE SCHED O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false THE WILLIAM C EARHART COMPANY PO BOX 4148 PORTLAND OR 97208 CONTRACT ADMIN 251598 MILLIMAN INC 1301 FIFTH AVENUE STE 3800 SEATTLE WA 98101 CONSULTING 174927 HANSON BRIDGETT LLP 425 MARKET ST STE 24 SAN FRANCISCO CA 94105 legal 173847 anthem blue cross of california 801 S FIGUEROA STREET 5TH FLOOR LOS ANGELES CA 90017 claims admin 781384 express scripts 1 EXPRESS SCRIPTS WAY ST LOUIS MO 63121 PHARMACY CLAIMS 222589 5 0 EMPLOYER CONTRIBUTIONS 525100 23115112 23115112 PARTICIPANT CONTRIBUTIONS 525100 91358 91358 MEDICARE PART D AND EGWP SUBS 525100 1068516 1068516 WITHDRAWAL LIABILITY INCOME 525100 229219 229219 24504205 511229 511229 0 0 0 0 0 3500000 3321115 178885 178885 178885 0 0 0 0 0 0 0 0 0 0 25194319 24504205 690114 0 0 0 25383869 0 0 0 0 0 0 244008 205585 101335 0 0 34250 1353507 0 48515 0 0 0 0 0 23480 0 0 0 34465 27429014 784975 1975619 10655 11085 0 0 5255451 3039213 0 0 0 0 0 0 0 0 0 0 0 0 16417815 15393172 0 0 0 0 0 0 0 0 22468896 20419089 290649 307262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2055500 2188100 2346149 2495362 X 0 0 0 0 20122747 17923727 20122747 17923727 22468896 20419089 -2234695 35675 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 2188100 2188100 X 25195744 35675 35675 25160069 34250 34250 25194319 27262164 27262164 34250 132600 166850 27429014 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS: 132,600. FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. THE BOARD REVIEWED THE FORM 990 WITH THE ADMINISTRATIVE MANAGER. FORM 990, PART VI, SECTION B, LINE 12C: IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE CONFLICT-OF-INTEREST OFFICER (ORGANIZATION'S LEGAL COUNSEL) WILL EVALUATE IF THE MATTER WOULD LIKELY PREVENT AN UNBIASED OR OBJECTIVE DECISION BY A TRUSTEE AND, AS APPROPRIATE, DISCLIPINARY OR CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: THE ORGANIZATION HAS CONTRACTED WITH ZENITH AMERICAN SOLUTIONS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. California Teachers Association 1705 Murchison Drive Burlingame CA 94010 940362310 LABOR ORG CA 501(c)(5) N/A NA false California Associate Staff 11745 E TELEGRAPH RD SANTA FE SPRINGS CA 90670 510181184 Labor ORG CA 501(c)(5) N/A NA false California Staff Organization Inc 10775 FRANK DANIELS WAY SAN DIEGO CA 92131 954497350 LABOR ORG 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, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF AUGUST 31, 2023, THERE ARE APPROXIMATELY 33 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 NAME OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 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