2024-08-05T12:03:17-05:00 2023-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2023-01-01 412061777 Machinists Retiree Investment Trust % HEALTH SERVICES/BENEFIT ADMI MACH 8006353105 4160 dublin blvd dublin CA 94568 DON CROSATTO TRUSTEE/CHAIRMAN 8006353105 2024-08-02 true true SUNNY BAEK P01451883 9252779100 2023 2024-08-08 14:25:15Z DON CROSATTO 4160 dublin blvd dublin CA 94568 24088856 false X N/A X 2003 CA TO USE AND INVEST THE CONTRIBUTIONS RECEIVED BY THE TRUST FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES IN THIS MULTIEMPLOYER PLAN. 4 0 0 0 0 0 0 0 1251862 1363916 -20325 -232573 0 0 1231537 1131343 0 0 154512 197252 0 0 0 0 0 92088 88283 246600 285535 984937 845808 19483042 22982277 206 206 19482836 22982071 TO USE AND INVEST THE CONTRIBUTIONS RECEIVED BY THE TRUST FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS 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 false false false false false false false false false false false false true false false true 3 0 true 0 false false false false false false false false X 4 0 false true false false false false false true false false true true true true true true false false false CA X HEALTH SERVICESBENEFIT ADMI 8006353105 4160 DUBLIN BLVD Dublin CA 94568 X MARK MARTIN TRUSTEE 1.0 0.0 X 0 0 0 DON CROSATTO CHAIRMAN 1.0 0.0 X 0 0 0 JOHN DIBERNARDO TRUSTEE - TERM. 4/2023 1.0 0.0 X 0 0 0 STEVE SOWINSKI TRUSTEE 1.0 0.0 X 0 0 0 ROBERT GARCIA TRUSTEE - EFF. 5/2023 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 0 0 EMPLOYER CONTRIBUTIONS 900099 1363916 1363916 1363916 612130 612130 0 0 0 0 0 22112810 22957513 -844703 -844703 -844703 0 0 0 0 0 0 0 0 0 0 0 1131343 1363916 0 -232573 0 0 0 197252 0 0 0 0 0 0 7027 3867 22786 0 0 32507 4145 0 2093 0 0 0 0 0 0 0 0 0 10845 PCORI FEES 5013 285535 X 530381 49845 1640335 309782 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17312326 22507752 0 0 0 0 0 0 0 114898 19483042 22982277 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 206 206 206 206 X 0 0 0 0 19482836 22982071 19482836 22982071 19483042 22982277 X 845808 2653427 X X false true X true false 0 DUE TO WELFARE 206 206 X 3752263 2653427 2653427 1098836 32507 32507 1131343 253028 253028 32507 32507 285535 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, 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. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: PROVIDING BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES. FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY AND THEY REVIEW THE RETURN PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF MACHINISTS' RETIREE INVESTMENT TRUST IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. 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 XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS METHOD OF ACCOUNTING HAS NOT CHANGED. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. District Lodge 190 8201 CAPWELL DRIVE Oakland CA 94621 942222981 union CA 501(C)(5) N/A na false East Bay Automotive Machinists Local Lod 10260 MacArthur Blvd Oakland CA 94605 940445365 union 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 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, 2023, THERE ARE APPROXIMATELY 22 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 NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ALAMEDA COUNTY INDUSTRIES REPUBLIC SERVICES CALIFORNIA WASTE SOLUTIONS CENTRAL CONCRETE SUPPLY CO, INC COLE EUROPEAN, INC. I A OF M LODGE 190 LIBERTY FLEET CARE GRANITE ROCK CO #17072 LIVERMORE SANITATION, INC. LOOMIS PBA MAINTENANCE PLEASANTON TRUCK & EQUIPMENT REPAIR SAFEWAY STORES INC. RYDER TRUCK RENTAL INC ST FRANCIS ELECTRIC SAN LEANDRO AUTO SSA TERMINALS UPS WASTE MANAGEMENT OF ALAMEDA COUNTY WEST COUNTY RESOURCE RECOVERY INC HUSKY TERMINAL & STEVE DORIN LEHMER'S BUICK