2023-11-08T17:03:44-06:00 2022-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 990 2022-01-01 946078226 AUTOMOTIVE INDUSTRIES WELFARE FUND % HS&BA INC AUTO 8006353105 4160 Dublin Boulevard Suite 400 Dublin CA 945687756 TOM DILLON CO-CHAIR 8006353105 2023-11-07 true TOM DILLON 999009999 JESSICA R ROSTER P01317380 9252779100 2022 2023-04-26 12:10:37Z TOM DILLON 4160 Dublin Boulevard 400 Dublin CA 945687756 104751148 false X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. 8 0 128 0 0 0 0 0 53137575 47564822 1404850 21490 0 484586 54542425 48070898 0 0 49755242 45216333 142431 152232 0 0 0 2384081 2547107 52281754 47915672 2260671 155226 55942659 49092969 6403128 4153973 49539531 44938996 TO PROVIDE HEALTH AND WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS IN A MULTIEMPLOYER PLAN. 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 true false false false false false false false false false false false true false false true 3 0 true 128 true false false false false false false false false X 8 0 false true false false false false false true true false false true true true true true true false false false CA X HSBA INC 8006353105 4160 DUBLIN BOULEVARD 400 Dublin CA 94568 X CHARLES BESOCKE FUND MANAGER 40.0 0.0 X 176000 0 61630 Don Crosatto trustee 1.0 0.0 X 0 0 0 Stephen Mack trustee 1.0 0.0 X 0 0 0 John DiBernardo trustee 1.0 0.0 X 0 0 0 RICH MORALES Trustee 1.0 0.0 X 0 0 0 JIM BENO Co-chair (thru 7/1/2022) 0.0 0.0 X 0 0 0 TOM DILLON Co-Chair 1.0 0.0 X 0 0 0 STEVE SOWINSKI trustee 1.0 0.0 X 0 0 0 JIM SCHWANTZ TRustee 1.0 0.0 X 0 0 0 MARK MARTIN trustee (effective 7/1/2022) 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONs 0.0 0.0 X 0 0 0 176000 0 61630 1 false true false Health Services Benefit Administr 4160 Dublin Blvd Suite 400 Dublin CA 94568 Administration 1263393 WITHUMSMITHBROWN PC 5000 Executive Pkwy Suite 400 San Ramon CA 94583 Audit 387215 Anthem Blue Cross 11050 Olson Dr Suite 110 Rancho Cordova CA 95670 Claims process 179560 THE SEGAL COMPANY 120 MONTGOMERY ST SAN FRANCISCO CA 94104 CONSULTING 164389 delta dental of california 100 first street san fRANCISCO CA 94105 claims process 130328 6 0 Employer Contributions 900099 45476225 45476225 Participant Contributions 900099 264617 264617 Liquidated Damages 900099 42796 42796 Stop Loss Reimbursment 900099 1445154 1445154 Prescription Rebates 900099 336030 336030 47564822 888441 888441 0 0 0 0 0 55813299 56680250 -866951 -866951 -866951 0 0 0 0 0 0 0 0 0 SETTLEMENT INCOME 900099 484586 484586 484586 48070898 48049408 0 21490 0 0 0 45216333 0 0 107360 22113 15481 7278 1125854 37974 387215 0 0 72276 559521 0 239386 0 0 0 0 0 29444 0 0 0 95437 47915672 8806028 6826758 0 0 0 0 940518 979802 0 0 0 0 0 0 0 0 32171 34378 0 0 46163942 41252031 0 0 0 0 0 0 0 0 55942659 49092969 1730678 894999 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4672450 3258974 6403128 4153973 X 0 0 0 0 49539531 44938996 49539531 44938996 55942659 49092969 155226 -4755761 X X false true X true false 0 Accumulated Eligibility Credits 150000 Benefit Claims Payable and IBNR 3108974 3258974 X 43242861 -4755761 -4755761 47998622 72276 72276 48070898 49157251 49157251 72276 -1313855 -1241579 47915672 PART XII, LINE 4B - OTHER ADJUSTMENTS: Change in Benefit Obligations PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022 AND 2021, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X false false false CHARLES BESOCKE FUND MANAGER 176000 0 0 0 0 0 36250 0 25380 0 237630 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH HEALTH SERVICES AND BENEFIT ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY WHO REVIEW THE RETURN PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUEDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANZIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 7: THE REPORTABLE COMPENSATION REPORTED ON PART VII FOR CHARLES BESOCKE INCLUDES TOTAL COMPENSATION OF $176,000 FOR SERVICES PROVIDED TO VARIOUS AUTOMOTIVE INDUSTRIES TRUST FUNDS, INCLUDING AUTOMOTIVE INDUSTRIES WELFARE FUND. THE COMPENSATION ALLOCATED TO THE AUTOMOTIVE INDUSTRIES WELFARE FUND OF $107,360 IS REPORTED ON PART IX STATEMENT OF FUNCTIONAL EXPENSES. Automotive Industries Pension Plan 4160 dublin boulevard no 400 dublin CA 945687756 941133245 PENSION CA 501 (A) N/A NA false CMTA-IAM JOINT RETIREE HEALTH & WELFARE 4160 dublin boulevard no 400 dublin CA 945687756 946130509 HEALTH CA 501 (C) (9) N/A NA false false false false false false false false false false false false false false false false false false false false 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 DECEMBER 31, 2022, THERE ARE APPROXIMATELY 155 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS, 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B DIE CASTING A TEICHERT & SON INC AB & I FOUNDRY ACE TRUCK REPAIR ACURA OF PLEASANTON AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LL ALAMEDA COUNTY INDUSTRIES ALBANY SUBARU ALLISON BMW ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, I ASHLOCK CO ATLAS PACIFIC ENGINEERING C AUTOMOTIVE APPRENTICE TRUST AUTOMOTIVE INDUSTRIES TRUST AUTONATION HONDA FREMONT AVIS-BUDGET CAR RENTAL SERV BABBITT BEARING COMPANY BAY LINE CONCRETE CUTTING & BENNER AUTO REPAIR, INC. BERKELEY HONDA AUTO CENTER BILL BRANDT FORD C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CALIFORNIA CONFERENCE OF MA CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CARGILL SALT CEMEX CENTRAL CONCRETE SUPPLY CO, CENTRAL CONTRA COSTA TRANSI CHUCK'S BRAKE AND WHEEL CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUI COLE EUROPEAN COMMERCIAL SPEEDOMETER SERV CON GLOBAL INDUSTRIES (CGI) CONCORD KIA CORNELY CO D W NICHOLSON CORP DARLING INTERNATIONAL, INC. DIEGO TRUCK REPAIR, INC. DONAL MACHINE, INC. EARTHGRAINS EAST BAY CLARKLIFT EURO-AM AUTO SERVICE FRED'S BODY SHOP, INC. FRITZ & PETERS G & H DIESEL SERVICE, INC. G & M AUTOBODY, INC. GEIGER MFG, INC GENUINE MOTORS LLC GEORGE M MARTIN CO GEORGE MC GILLS BODY SHOP GLENCORE RECYCLING INC GOLDEN GATE TRANSIT GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES-REDDING/REN H W MC KEVITT CO INC HALLOWELL CHEVROLET HAYWARD FORD,INC HECO-PACIFIC MFG INC HEDRICK'S COLLISION CENTER HERTZ CORPORATION HONDA OF EL CERRITO HUBBARD MACHINE SHOP HWM AUTO CORP I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 190-ADMIN I A OF M LODGE 725 IAM & AW LOCAL LODGE 93 INDUSTRIAL MACHINE SHOP JACOBS TECHNOLOGY INC KOEHLER AUTO BODY WORKS L P MCNEAR BRICK CO LEE'S FORKLIFT SERVICE LEHMER'S BUICK GMC LEXUS OF PLEASANTON LIBERTY FLEET CARE LIVERMORE SANITATION, INC. LOOMIS MAGNUSSEN TOYOTA OF PALO AL MARTIN MARIETTA MATERIALS I METROPOLITAN STEVEDORE COMP MILL VALLEY REFUSE SERVICE, MV TRANSPORTATION INC NATIONAL AEROSPACE SOLUTION NELSON BODY SHOP NOEL MILLER INC NOVATO AUTO CENTER OAKLAND MACHINE WORKS PACIFIC AUTO REPAIR INC PALM AVENUE MOTORS PARKER ROBB BODY SHOP PBA MAINTENANCE PENINSULA AUTO MACHINISTS PENSKE TRUCK LEASING PETALUMA ACQUISITIONS, LLC PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMEN PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RECTOR MOTOR CAR REPUBLIC SERVICES REYES HOLDING, DBA COCA COL RIVERVIEW INTERNATIONAL TRU RODNEY DUTRA SERVICE RUAN TRANSPORT CORP RYDER TRUCK RENTAL INC SAFEWAY STORES INC. SAN FRANCISCO HONDA SAN LEANDRO AUTO SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT SARDEE INDUSTRIES INC SERRAMONTE FORD INC SFO SHUTTLE BUS CO SIERRA LOBO CORP SIMS RECYCLING SOLUTIONS SOSCOL AUTO BODY SOUTH BAY AFL-CIO LABOR COU SPECIALTY DISTRIBUTORS SSA TERMINALS-OAKLAND ONLY ST FRANCIS ELECTRIC STEVENS CREEK BMW STEWART CHEVROLET SYAR INDUSTRIES INC. THERMA SERVICES LLC TOYOTA MATERIAL HANDLING-RJ UNITED PARCEL SERVIC- LOCAL VALLEY RESTORATION VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT C VINCENT WHITNEY VULCAN MATERIALS WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA WEST COUNTY RESOURCE RECOVE WESTERN GRINDING SERVICE IN WINTER CHEVROLET WORKING PARTNERSHIP USA YANG ENTERPRISES, INC ZUM SF INC JOURNEYMAN