2023-11-14T08:12:59-06:00 2022-12-31 WITHUMSMITHBROWN PC 5000 EXECUTIVE PKWY ST 400 SAN RAMON CA 94583 990 2022-01-01 946138741 WELFARE FUND LOCAL NO 16 IATSE % BENESYS ADMINISTRATORS WELF 9252089999 7180 KOLL CENTER PARKWAY Suite 200 PLEASANTON CA 94566 JAMES BEAUMONTE TRUSTEE 9252089999 2023-11-10 true JAMES BEAUMONTE 999009999 JASMINE S BAKER P01452246 9252779100 2 2022 2023-04-26 12:10:37Z JAMES BEAUMONTE 7180 KOLL CENTER PARKWAY200 PLEASANTON CA 94566 15125138 false X www.local16.org X 1965 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 8 0 0 0 0 0 0 0 10077063 14932029 1292640 192176 0 0 11369703 15124205 0 0 8726415 11749637 0 0 0 0 0 681237 826390 9407652 12576027 1962051 2548178 11346983 16035612 1581493 4669638 9765490 11365974 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false false false false false false false false false true 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 4 0 true 0 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 BENESYS ADMINISTRATORS 9252089999 7180 KOLL CENTER PARKWAY PLEASANTON CA 94566 X JAMES BEAUMONTE CHAIRMAN 1.0 0.0 X 0 0 0 STEVE LUTGE TRUSTEE (THRU 11/21/22) 1.0 0.0 X 0 0 0 SCOTT A HOUGHTON CHAIRMAN(THRU 11/21/22) 1.0 0.0 X 0 0 0 KENNETH RYAN TRUSTEE 1.0 0.0 X 0 0 0 LANCE HUGHSTON JR TRUSTEE 1.0 0.0 X 0 0 0 BOB SAUTER TRUSTEE (THRU 11/21/22) 1.0 0.0 X 0 0 0 MARY CONDE TRUSTEE 1.0 0.0 X 0 0 0 DANNY BORELIS TRUSTEE (EFF. 11/21/22) 1.0 0.0 X 0 0 0 SHARI BETHEL TRUSTEE (EFF. 11/21/22) 1.0 0.0 X 0 0 0 JEN GOOD TRUSTEE (EFF. 11/21/22) 1.0 0.0 X 0 0 0 RAINIER KOENERS TRUSTEE (EFF. 11/21/22) 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 0 0 0 0 false false false BENESYS 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 THIRD PARTY ADM 283692 ANTHEM BLUE CROSS LIFE HEALTH INS 21215 BURBANK BLVD WOODLAND HILLS CA 91367 CLAIMS PROCESSING 134424 2 0 PARTICIPANT CONTRIBUTIONS 711110 641944 641944 EMPLOYER CONTRIBUTIONS 711110 13957469 13957469 RX REBATES 711110 126900 126900 STOP LOSS REIMBURSEMENTS 711110 197073 197073 MEDICARE D SUBSIDY 711110 8643 8643 14932029 192109 192109 0 0 0 0 0 1000 933 67 67 67 0 0 0 0 0 0 0 0 0 0 15124205 14932029 0 192176 0 0 0 11749637 0 0 0 0 0 0 281098 89014 88439 0 0 13944 242861 0 69816 0 0 0 0 0 16009 0 0 0 25209 12576027 3030635 9780050 0 0 0 0 2213107 905979 0 0 0 0 0 0 0 0 18249 21111 0 0 5425131 4789060 659861 539412 0 0 0 0 0 0 11346983 16035612 1160663 1632738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 420830 3036900 1581493 4669638 X 0 0 0 0 9765490 11365974 9765490 11365974 11346983 16035612 X 2548178 -947695 1 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3036900 3036900 X 14162566 -947695 -947695 15110261 13944 13944 15124205 9493513 9493513 13944 3068570 3082514 12576027 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, 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 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH BENESYS ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. PART XI, LINE 10 $1 ROUNDING ADJUSTMENT IATSE Local 16 Pension PLAN 240 2ND STREET SAN FRANCISCO CA 94105 946296420 PENSION PLAN CA 501(A) N/A NA false international alliance of theatrical sta 240 2ND STREET sAN FRANCISCO CA 94105 940921920 LOCAL UNION CA 501(c)(5) N/A NA false false false false false false false false false false false false false true 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 225 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 ORANIZATION, 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. 32TEN STUDIOS / CAPS 4 PRODUCTIONS LLC/ UNION PAYROLL ABRACADABRA PRESENTATION GRAPHICS INC/ THE TALENT ACA VIDEO/ TALENT FUND ACADEMY THEATRICAL LIGHTING, INC. ACME SCENERY CO., INC. AEG MANAGEMENT OAKLAND LLC/ C & C ALFORD MEDIA SERVICE/iSLAND CREATIVE AMBASSADOR THEATRE GROUP NORTH AMERICA LLC AMERICAN CONSERVATORY THEATER AMPERSAND INC/CAPS ANOTHER PLANET ENTER/SF PERFORMING ARTS APPLE STUDIOS LLC/ "MADELINE"/ EP ATL ( Academy Theatrical Lighting) EVENTS AV DIMENSIONS/THE TALENT FUND AV IMAGES/ ISLAND CREATIVE AV LAND AVT PRODUCTIONS/THE TALENT FUN AVX AUDIO VISUAL/THE TALENT FUND BBI ENGINEERING, INC. 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LATITUDE 38/ EXTREME REACH LEFT HOOK COMMUNICATIONS/EASTWEST PYRL LILA LANE PICTURES INC/ 'A STOLEN CHRISTMAS'/ MEDI LIVE BOX DIGITAL LLC./UTP PRODUCTIONS LIVE NATION LIVE NATION/ FILLMORE LIVE NATION/ MASONIC LMG TECHNICAL SERVICES, LLC LOCAL 107 WELFARE FUND/8% PENS LOCAL 16 FOR EMPLOYEES(COMMERCIAL) LOVEBOAT INC/ CAPS LUCKY MAN PRODS LLC/ GREENSLATE LUMENS/THE TALENT FUND LUTHER BURBANK CENTER FOR THE ARTS MARIN SYMPHONY ASSOCIATION MARVEL FILM/STEAMBOAT/SHANG CHI/ C&C MAYO CLINIC/ HUGHSTON MC CUNE AUDIO VISUAL/SHEPARD AV MEDIA SERVICES PROCESSING LLC (MSF) METRO MEDIA PRODUCTIONS, LLC / UNION PAYROLL MORTON JANKEL ZANDER/ MEDIA SVCS PROCESSING MOXIE PICTURES INC/CAPS UNIVERSAL MUSE MEDIA CENTER, INC. MUSSON THEATRICAL NATIONAL MICRO RENTALS/ CAPS NETFLIX PRODS LLC 'ECHOES'/ EP NETWORK COMMUNICATIONS LLC/ UNION PAYROLL NMR, INC. / CAPS NONFICTION UNLTD./AKA BROWNSTONE PRODS. INC/CAPS NORTHERN ENTERTAINMENT PRODS/ EP NUTS & BOLTS PROD STALLION SEASON/ EP O POSITIVE, LLC/CAPS OAKLAND ALAMEDA CO COL/8% PEN/AEG MGMT LLC OAKLAND AUDIO VISUAL/ISLAND CREATIVE OAKLAND AUDIO VISUAL SERVICE, INC. OAKTOWN PRODUCTIONS, LLC. ON SERVICES, A GES COMPANY ONE HAT ONE HAND/ CONCEPT SVCS OXBOW Riverstage LLC/ TALENT FUND PALACE FINE ARTS LEAGUE, INC. PARAMOUNT THEATRE/UNION PAYROLL PARK PICTURES LLC/CAPS PINNACLE COMMUNICATIONS/ TALENT FUND PLANET AV / TALENT FUND PORTALS OF THE PAST LLC/ MEDIA SERVICES PRESENTATION TECH/THE TALENT FUND PRESIDIO THEATRE PRETTYBIRD/CAPS PRIME TIME ENTERTAINMENT/TALENT FUND PRO AUDIO VIDEO RENT PRO PROD. PRO HOME SYSTEMS PRODUCTION INNOVATIONS/ UTP PRODUCTION SUPPORT SERVICES PROJECTION PRESENTATION TEC PULSE COMMERICIALS LLC/CAPS PURPLE TALLY PRODUCTIONS PYM PARTICLES PRODUCTIONS II, LLC/C&C RADICAL MEDIA/CAPS RAUCOUS CONTENT, INC/ CAPS RDF PRODUCTIONS/ EP REACTION AUDIO VISUAL LLC/UNION PAYROLL RESET CONTENT/CAPS REVIVAL FILM / CAPS REVOLUTION ENTERTAINMENT SVC/REVOLUTION PYRL RICK HERNS PRODUCTIONS/THE TALENT FUND RIVERVIEW SYSTEMS GROUP ROCKET SCIENCE ROOSTER PRODUCTIONS/ PENSION 8% RSA USA, INC./CAPS RUCKUS FILMS/ CAPS SAN FRANCISCO MEDIA GROUP EVENT PROD LLC/ THE TALE SANTA ROSA SYMPHONY SF BALLET ASSOCIATION SF OPERA ASSOCIATION SF PERFORMING ARTS CENTER SF SYMPHONY ASSOCIATION SHEPARD EXPOSITION SERVICES/ MC CUNE AUDIO/VIDEO SHOW IMAGING/ UNION PAYROLL SHOWTIME PICTURES DEVELOPMENT/EP SMART SOURCE RENTALS/ THE TALENT FUND SMG FACILITY SERVICES LLC SMUGGLER FILMS/CAPS SOMETHING IDEAL, INC DBA M SS NG P ECES/CAPS SONIC FOUNDRY/THE TALENT FUND SOUND IMAGE PROD/ISLAND CREATIVE SOUND ON STAGE, INC. STAGE CALL, INC. STAMPED FROM THE BEGINNING/ INDIEPAY STANDARD PARTY RENTALS STANFORD UNIVERSITY STANFORD/CONCEPT SERVICES STARVOX ENTERTAINMENT/ CONCEPT STATION FILM/CAPS STREAM VPG/THE TALENT FUND SULLIVAN PRODUCTIONS/THE TALENT FUND SUPPLY & DEMAND/CAPS SWEET RICKEY PRODUCTIONS/ CAPS TECHNICAL MGMT GROUP/ EXTREME REACH TERRAMAR CREATIVE/THE TALENT FUND THE CORNER SHOP / MEDIA SVC PROCESS THE SOUND OF KNOWLEDGE/ Talant Fund THE TALENT FUND THEATRE 33 LLC / DIVERSIFIED THEATRICAL RESOURCES/C&C THIRD EAR SOUND CO/THE TALENT FUND THIRSTY CAMEL PRODUCTIONS, INC./ CAPS TOMORROW'S EVENT PRODS INC TREASURER COUNTY OF MARIN TWILIGHT DESIGN/THE TALEN FUND UNION PAYROLL AGENCY UTP PRODUCTIONS, INC. VIDEOLOGY/THE TALENT FUND VILLAGE NB PROD NASH BRIDGES / E.P. VILLAN PRODUCTIONS VON WIEGANDT PROD / TALENT FUND WESTERN EVENT SERVICE WORLDSTAGE / TEAM SVCS YERBA BUENA CENTER FOR THE ARTS YERBA BUENA SKATING & BOWLING