2015-07-15T13:21:10-07:00 2014-08-31 MENDEZ PETTY MORENO LLP 1400 EASTON DRIVE SUITE 139-A BAKERSFIELD CA 93309 990 2013-09-01 946186170 ROBERT F KENNEDY FARM WORKERS MEDICAL PLAN ROBE 6618236900 P O BOX 47 KEENE CA 93531 PATRICK PINE ADMINISTRATOR 2015-07-15 true Abel Moreno CPA P01292146 6618647880 2013 2016-02-25 16:41:14Z 15430588 false false X N/A X CA PROVIDE HEALTH AND WELFARE BENEFITS TO FARMWORKERS AND FARMWORKER AFFILIATED ORGANIZATIONS. 5 5 8 0 0 14589987 14170993 -51110 33195 0 14538877 14204188 0 15523407 14549863 196126 204421 0 0 690162 420813 16409695 15175097 -1870818 -970909 5284058 2712890 4478124 0 805934 2712890 PROVIDE HEALTH AND WELFARE BENEFITS TO FARMWORKERS AND FARMWORKER AFFILIATED ORGANIZATIONS. false false 15175097 THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO 11,436 PARTICIPANT DURING THE PLAN YEAR. MOST PARTICIPANTS ARE FARMWORKERS WHO WORK SEASONLEY AND DO NOT HAVE COVERAGE FOR THE ENTIRE YEAR. 15175097 false false false false false false false false false false false false false false false false false false false false false false 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 false false true 522 0 true 8 true false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true false false false false true true false X PATRICK PINE 6618236900 P O BOX 47 KEENE CA 93531 ARTURO RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 EFREN BARAJAS TRUSTEE 1.00 0.00 X 0 0 0 TANIS YBARRA TRUSTEE 1.00 0.00 X 0 0 0 SHAH KAZEMI TRUSTEE 1.00 0.00 X 0 0 0 DANIEL URBANO Trustee 1.00 0.00 X 0 0 0 MERCEDES MARTINEZ FARMER ASST ADMINISTRA 15.00 0.00 X 22855 0 0 PATRICK PINE ADMINISTRATOR 15.00 0.00 X 28796 0 0 51651 0 false false false ANTHEM BLUE CROSS DEPT 5812 LOS ANGELES CA 900745812 MEDICAL BENEFITS 459516 EXPRESS SCRIPTS 21653 NETWORK PLACE CHICAGO IL 606731216 PRESCRIPTIONS 1630978 UNITED HEALTHCARE INSURANCE COMPANY 22561 NETWORK PLACE CHICAGO IL 606731225 DENTAL SERVICES 1205516 VISION SERVICE PLAN PO BOX 45210 SAN FRANCISCO CA 941455210 VISION SERVICES 236340 4 0 EMPLOYEE CONTRIBUTIONS 133870 133870 EMPLOYER CONTRIBUTIONS 14032265 14032265 MISC. INCOME 4858 4858 14170993 46154 46154 0 0 0 1213441 1226400 1213441 -1226400 -12959 -12959 0 0 0 0 14204188 14204188 0 0 0 14549863 14549863 51561 51561 0 106907 106907 0 33175 33175 12778 12778 0 95115 95115 32458 32458 0 0 10585 10585 76882 76882 0 11175 11175 28082 28082 0 74587 74587 16043 16043 0 0 0 0 0 16191 16191 FIELD OFFICES 51165 51165 TELEPHONE 8530 8530 0 15175097 15175097 0 0 1001310 597545 0 0 1676354 0 0 0 0 0 4600 0 18963 0 2582826 2115345 0 0 0 5 0 5284058 2712890 4478124 4478124 0 X 805934 2712890 805934 2712890 5284058 2712890 X -970909 99654 2778211 X X true X true X false false Form 990, Part VI, Line 11b: Form 990 Review Process A electronic copy of the Form 990 was sent to all trustees and the administrator for review and comment before filing with the IRS. The administrator of the Plan performed a detailed review of the Form 990 including reconciliation with the audited financial statements, before filing it with the IRS. The Plan management expects to formally present the Form 990 to the Board of Trustees at their next regularly schedule board meeting for their approval. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Plan has always maintained a policy of providing governing documents, policies and financial statement information to those requesting such information. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN OVERALL ACCOUNTING METHOD = $2778211 Form 990, Part XII, Line 1: Change of Accounting Method The Medical Plan previously used the Accrual method of Accounting and is requesting to change to the Modified Cash method of accounting. The modification to the cash method reflects the holding of Investments at Fair Market Value in accordance with Department of Labor Regulations for the 5500s. In the Medical Plans research on this matter the Department of Labor requires no advance approval of the method change as long as the method is consistently applied as prescribed in ERISA Title 3 Section 103. The Plan restated its prior year Financial Statements to the new method of accounting in order to present comparable Financial Statements in compliance with Generally Accepted Auditing Standards and ERISA NATIONAL CHAVEZ CENTER P O BOX 62 KEENE CA 93531 770159465 FARMWORKER SUPPORTING ORGANIZATION CA 501(C) (3) 11B N/A false JUAN DE LA CRUZ FARMWORKERS PENSION PLAN P O BOX 36 KEENE CA 93531 956454441 RETIREMENT PLAN PROVIDING PENSIONS CA 501(C)(9) N/A false UNITED FARM WORKERS OF AMERICA P O BOX 62 KEENE CA 93531 941448579 LABOR UNION CA 501(C)(5) N/A false CESAR CHAVEZ FOUNDATION PO BOX 62 KEENE CA 93531 770159465 PROVIDES SERVICES TO FARMWORKERS CA 501(C)(3) PUBLIC CHARITY N/A false LAW OFFICE OF MARCOS CAMACHO 1227 CALIFORNIA AVE BAKERSFIELD CA 93301 931020541 LAW FIRM CA N/A S CORP false false false false false false false false false false false true true false false false false false false false NATIONAL CHAVEZ CENTER k 22495 COST NATIONAL CHAVEZ CENTER l 42247 COST JUAN DE LA CRUZ FARMWORKERS PENSION PLAN k 1648 COST JUAN DE LA CRUZ FARMWORKERS PENSION PLAN l 50782 COST UNITED FARM WORKERS OF AMERICA k 75283 COST UNITED FARM WORKERS OF AMERICA l 409419 COST CESAR CHAVEZ FOUNDATION k 6342 CASH CESAR CHAVEZ FOUNDATION l 1086185 CASH LAW OFFICE OF MARCOS CAMACHO k 7500 CASH LAW OFFICE OF MARCOS CAMACHO l 13749 CASH