2024-06-24T14:47:16-05:00 2023-09-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-10-01 953543057 WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND % DELTA FUND ADMINISTRATORS WEST 2099405100 PO Box 2330 Stockton CA 95201 JOHN ERNEST TRUSTEE 5032825581 2024-06-11 true JOHN ERNEST 999009999 JOSEPH M THIERMANN P01066616 9252779100 2 2022 2023-04-26 12:10:37Z JOHN ERNEST PO Box 2330 Stockton CA 95201 15781099 false X N/A X 1980 CA TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. 4 0 0 0 0 0 0 0 8256601 8294570 1665716 1935494 0 0 9922317 10230064 0 0 9573959 10876738 0 0 0 0 0 1271138 1269389 10845097 12146127 -922780 -1916063 41383531 40405257 3154628 3193147 38228903 37212110 TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED LEGAL SERVICE BENEFITS TO 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 303 0 true 0 false false false false false false false false X 4 0 false true false false false false false true false false false true true true true true true false false false CA X DELTA FUND ADMINISTRATORS 2099405100 PO BOX 2330 STOCKTON CA 95201 X Andy Marshall Trustee 1.0 0.0 X 0 0 0 RICK HICKS Trustee 1.0 0.0 X 0 0 0 John Ernest Trustee 1.0 0.0 X 0 0 0 MIKE O'CONNOR Trustee 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 JORGENSEN SALBERG 15137 WOODLAWN AVENUE TUSTIN CA 92780 LEGAL BENEFITS 571211 MAHAN MAHAN 6130 CAMINO REAL STE 212 RIVERSIDE CA 92509 LEGAL BENEFITS 756704 LAW OFFICE OF PATRICIA GRACE 1912 NORTH BROADWAY STE 200 SANTA ANA CA 92706 LEGAL BENEFITS 371305 KHURRAM QIDWAI 4867 CALLE ESTRADA LA VERNE CA 91750 LEGAL BENEFITS 400145 DELTA FUND ADMINISTRATORS LLP 3244 BROOKSIDE RD STE 230 STOCKTON CA 95219 ADMINISTRATIVE 734520 24 0 EMPLOYER CONTRIBUTIONS 900099 8289371 8289371 REFUNDS OF EXCESS PAYMENTS 900099 5199 5199 8294570 1163016 1163016 0 0 0 0 0 6323513 5551035 772478 772478 772478 0 0 0 0 0 0 0 0 0 0 10230064 8294570 0 1935494 0 0 0 10876738 0 0 0 0 0 0 713415 64131 237291 0 0 118297 0 0 74474 0 0 0 0 0 28522 0 0 0 33259 12146127 0 0 2731000 1986663 0 0 677513 640014 0 0 0 0 0 0 0 0 31553 35903 0 0 37943465 37742677 0 0 0 0 0 0 0 0 41383531 40405257 1249628 1273147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1905000 1920000 3154628 3193147 X 0 0 0 0 38228903 37212110 38228903 37212110 41383531 40405257 -1916063 899270 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 1920000 1920000 X 11011037 899270 899270 10111767 118297 118297 10230064 12003830 12003830 118297 24000 142297 12146127 PART X, LINE 2: THE PLAN'S ADMINISTATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 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 FORM 990, PART VI, SECTION A, LINE 3: THE PLAN CONTRACTED WITH DELTA FUND ADMINISTRATORS TO PROVIDE DAY TO DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY AND THE THIRD PARTY ADMINISTRATOR TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY COVERS TRUSTEES AND ANY OTHER INDIVIDUAL THAT EXERCISE DISCRETIONARY OR FIDUCIARY AUTHORITY OVER THE AFFAIRS OF THE TRUST. AT LEAST ANNUALLY, TRUSTEES AND OTHER INDIVIDUALS SUBJECT TO THE CONFLICT OF INTEREST POLICY WILL BE ASKED TO DISCLOSE ANY RELATIONSHIP OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. UPON IDENTIFICATION OF A CONFLICT OF INTEREST AND CONSISTENT WITH THEIR FIDUCIARY OBLIGATIONS UNDER ERISA, THE TRUSTEES MAY PROCEED WITH OR CONTINUE A TRANSACTION DESPITE THE PRESENCE OF A CONFLICT OF INTEREST IF THE CONFLICTING INTEREST IS FULLY DISCLOSED AND DOCUMENTED IN WRITING, THE TRUSTEE OR FIDUCIARY WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION AND THE BOARD DETERMINES THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE TRUST AND THE TERMS OF THE TRANSACTION ARE FAIR WITH RESPECT TO TERMS AVAILABLE THROUGH ARM'S-LENGTH TRANSACTIONS IN THE MARKETPLACE. THE BOARD SHALL HAVE DISCRETIONARY AUTHORITY TO DETERMINE WHETHER A CONFLICT IN FACT EXISTS AND IF SO, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE TRUST. SUCH DETERMINATIONS WILL BE MADE WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS. FORM 990, PART VII, SECTION A, LINE 6A 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, DELTA FUND ADMINISTRATORS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. joint council of teamsters no 3 10 lakeside lane ste 2e denver CO 80212 840763030 CO N/A false Teamsters local 2010 400 Roland Way Suite 2010 oakland CA 94621 943233171 CA N/A false port of seattle po box 1209 seattle WA 98111 916001025 WA N/A false shelton school district 700 s 1st street shelton WA 98584 911124683 WA N/A false city of yakima Managers & Supervisors 129 n second st yakima WA 98901 916001293 WA N/A false general teamsters union local no 38 2601 everett ave everett WA 98206 910267959 WA N/A false teamsters local union #948 1933 w caldwell ste 7 visalia CA 93277 941310598 CA N/A false TEAMSTERS LOCAL 137 3540 s market st redding CA 96001 940577278 CA N/A false teamsters local 150 7120 east parkway sacramento CA 95823 940380120 CA N/A false teamsters local union #174 14675 interban ave s ste 303 Tukwila WA 98168 910268076 WA N/A false TEAMSTERS LOCAL 2785 5 THOMAS MELLON CIR STE 130 SAN FRANCISCO CA 94134 940801849 CA N/A false teamsters local 315 2727 alhambra ave martinez CA 94553 940577292 CA N/A false teamsters local 439 PO Box 1611 stockton CA 95201 940918920 CA N/A false Int'l brotherhood of 481 TCwh 2840 adams ave ste 202 san diego CA 92116 951416881 CA N/A false teamsters local 533 240 gentry way reno NV 89502 880046825 NV N/A false teamsters local 572 450 e carson plaza dr carson CA 90746 950619663 CA N/A false teamsters local 683 1333 E Madison Ave Ste 200 El Cajon CA 92021 951227516 CA N/A false teamsters local 690 1912 n division st ste 200 spokane WA 99207 910436980 WA N/A false teamsters local 760 1211 lincoln ave yakima WA 98902 910405908 WA N/A false teamsters local 853 7750 Pardee Lane Oakland CA 94621 940963930 CA N/A false teamsters local union no 890 207 n sanborn rd salinas CA 93905 941110174 CA N/A false teamsters local 911 9900 flower street bellflower CA 90706 952954061 CA N/A false TEAMSTERS LOCAL 952 140 s marks way orange CA 92868 951586304 CA N/A false TEAMSTERS LOCAL 631 700 N Lamb Blvd Las Vegas NV 89110 880044880 NV N/A false public transportation services corp One Gateway Plaza Los ANgeles CA 90012 954641178 CA N/A false JOINT COUNCIL 42 981 CORPORATE CENTER DR STE 200 POMONA CA 91768 950884084 CA N/A false TEAMSTERS LOCAL 431 1140 W OLIVE FRESNO CA 93728 940577293 CA N/A false TEAMSTERS LOCAL 665 PO BOX 640870 SAN FRancisco CA 94164 940495845 CA N/A false TEAMSTERS LOCAL 1932 PO BOX 432 SAN BERNARDINO CA 92402 952267296 CA N/A false TEAMSTERS LOCAL 495 225 N BARRANCA STREET WEST COVINA CA 91791 956115963 CA N/A false TEAMSTERS LOCAL 763 14675 INTERURBAN AVE S STE 305 TUKwila WA 98168 910336325 WA N/A false TEAMSTERS LOCAL 670 PO BOX 3048 SALEM OR 98168 930322985 OR N/A false TEAMSTERS LOCAL 63 379 WEST VALLEY BLVD RIALTO CA 92376 952985421 CA N/A false JOINT COUNCIL OF TEAMSTERS NO 28 14675 interban ave s ste 301 Tukwila WA 98168 911137520 WA N/A false TEAMSTERS LOCAL UNION NO 986 1430 E HOLT AVENUE COVINA CA 91724 951568498 CA N/A false TEAMSTERS LOCAL 589 PO BOX 4043 PORT ANGELES WA 98363 910267954 WA N/A false TEAMSTERS AGC TRAINING CENTER 2410 E ST HELENS ST PASCO WA 99301 911137520 WA N/A false TEAMSTERS LOCAL 542 4666 MISSION GORGE PL SAN DIEGO CA 92120 203392435 CA N/A false TEAMSTERS BUILDING ASSOCIATION 14675 INTERURBAN AVE S STE TUKWILA WA 98168 910275319 WA N/A false CENTRO LABORAL DE GRATON PO BOX 42 GRATON CA 95444 680472311 CA N/A false TEAMSTERS LOCAL 396 880 S OAK PARK RD STE 200 COVINA CA 91724 951453332 CA N/A false JOINT COUNCIL 37 1850 NE 162ND AVE PORTLAND OR 97230 930196193 OR N/A false TEAMSTERS LOCAL 162 1850 NE 162ND AVE PORTLAND OR 97230 930196219 OR N/A false TEAMSTERS LOCAL 324 4871 LANCASTER DR NE SALEM OR 97305 930196206 OR N/A false Teamsters Local 81 1874 NE 162nd Ave PORTLAND OR 97230 930438697 OR NA false Teamsters Local 206 1860 NE 162nd Ave pORTLAND OR 97230 930306515 OR NA false Teamsters Local 223 15 82nd Dr 10 Gladstone OR 97027 930179776 OR NA false Teamsters Local 305 1870 Ne 162nd Ave pORTLAND OR 97230 930151383 OR NA false Teamsters Local 58 2212 NE Andresen Road Vancouver WA 98661 910436963 WA na false Rail terminal services llc 1131 sw klickitat way seattle WA 98134 911750622 LOGISTICS WA na false 0 false PACIFIC FEDERAL LLC 1000 N CENTRAL AVE 400 GLENDALE CA 91202 473302715 EMPLOYEE BENE CA na false 0 false United Parcel Service of America Inc 100 E CAMPUS VIEW BLVD STE 300 COLUMBUS OH 43235 951732075 PACKAGE DELIV GA N/A C Corp false Bralco Metals 55 S Lake Ave Suite 500 Pasadena CA 91101 MANUFACTURING CA na c CORP false Air Express International DHL Supply Chain 360 Westar Blvd Westerville OH 430827627 DELIVERY SERVICES OH NA C CORP false Toyota Logistics Inc 11020 N Lombard St PORTLAND OR 97203 953623382 LOGISTIC MGMT OR na C CORP false Toyota Supply Chain 6111 NE 87th Ave PORTLAND OR 97220 951958272 SUPPLY MGMT OR NA C CORP false false false false false false false false false false false false false false false false false false false