2024-11-08T13:53:00-06:00 2023-12-31 810742089 RGP LLP 3478 BUSKIRK AVE STE 308 PLEASANT HILL CA 94523 990 2023-01-01 943382057 KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST KAIS 9252566321 ONE KAISER PLAZA 24 LAKESIDE OAKLAND CA 94612 CHRIS CLAGG TRUSTEE 9252566321 2024-11-08 1 0 STEVEN PALMER P01491342 9259540100 2024-11-08 X 2023 2024-10-15 13:58:12Z BOARD OF TRUSTEES ONE KAISER PLAZA 24 LAKESIDE OAKLAND CA 94612 23001410 0 X HTTP://WWW.LMPARTNERSHIP.ORG X 2001 CA TO FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO. 6 6 0 0 0 0 19589760 22419269 0 0 91424 582141 0 0 19681184 23001410 0 0 0 0 0 0 0 0 0 19594364 23588310 19594364 23588310 86820 -586900 27009106 29979811 5488816 8776545 21520290 21203266 TO FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO. 0 0 THE TRUST IS A JOINTLY ADMINISTERED LABOR AND MANAGEMENT CO-OPERATION TRUST ESTABLISHED BY ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO. THE TRUST FUNDS LABOR MANAGEMENT ADMINISTRATION AND PARTNERSHIP ACTIVITIES BETWEEN MANAGEMENT, UNIONS AND EMPLOYEES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X BONADIO & CO LP 5853811000 171 SULLYS TRAIL PITTSFORD NY 14534 X MEG NIEMI TRUSTEE, CO-CHAIR 5.00 X 0 0 0 TAMARA RUBYN TRUSTEE 1.00 X 0 0 0 JIM PRUITT TRUSTEE 1.00 X 0 0 0 DAVID REGAN TRUSTEE 1.00 X 0 0 0 STEVEN SHIELDS TRUSTEE, CO-CHAIR 5.00 X 0 0 0 CHRIS CLAGG TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 ACCOUNTING & ADMINISTATION 307600 1 22419269 22419269 582141 582141 23001410 0 0 582141 27754 71083 522926 4915301 REIMBURSEMENTS FOR SALA 17491528 GENERAL AND ADMINISTRAT 394594 PRINTING AND PUBLIC REL 117188 EQUIPMENT CHARGES 45109 2827 23588310 15948779 10074188 1799835 1974363 401216 149727 56751 58222 8802525 17723311 27009106 29979811 166314 3549545 5322502 5227000 5488816 8776545 X 21520290 21203266 21520290 21203266 27009106 29979811 -586900 269876 0 X 0 0 0 0 DUE TO KAISER PERMANENTE 5227000 5227000 X 23241388 269876 269876 22971512 29898 29898 23001410 23558412 0 23558412 29898 29898 23588310 PART X, LINE 2: THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE TRUST FILES TAX RETURNS WITH FEDERAL AND CALIFORNIA TAX AUTHORITIES. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2020 OR BY CALIFORNIA TAX AUTHORITIES BEFORE 2019. JIM PRUITT TRUSTEE 0 STEVE SHIELDS TRUSTEE 0 CHRIS CLAGG TRUSTEE 0 MEG NIEMI TRUSTEE 0 TAMARA RUBYN TRUSTEE 0 DAVE REGAN TRUSTEE 0 SCHEDULE L, PART IV EACH TRUSTEE IS EITHER AN EMPLOYEE OF (1) KAISER PERMANENTE MANAGEMENT, (2) THE COALITION OF KAISER PERMANENTE UNIONS OR (3) A UNION THAT HAS A COLLECTIVE BARGAINING AGREEMENT WITH KAISER PERMANENTE. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORD WITH THE TERMS OF THE TRUST AGREEMENT, KAISER PERMANENTE HEALTH PLAN AND THE COALITION KAISER PERMANENTE UNIONS, AFL-CIO, EACH HAVE THE AUTHORITY TO APPOINT THREE TRUSTEES TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED BY THE TRUSTEES HAVING THE MOST FINANCIAL ACCUMEN. A COPY OF THE RETURN AS FILED IS THEN PROVIDED TO ALL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL MAKE ITS FORM 1024 AND FORM 990 AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION ADHERES TO PUBLIC DISCLOSURE LAWS THAT APPLY TO IT. KAISER PERMANENTE - ALLIANCE OF HEALTH CARE UNIONS LABOR MGT PARTNERSHIP TR ONE KAISER PLAZA 24 LAKESIDE OAKLAND CA 94612 836418993 FUND COOPERATIVE PROGRAMS FOR ALL LEVELS OF EMPLOYEES OF KAISER PERMANENTE. CA 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0