2025-10-01T10:55:10-05:00 2024-12-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-01-01 800479742 CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS CALI 8882760250 1843 HOTEL CIRCLE SOUTH SAN DIEGO CA 92108 STEVE KAPLAN CHAIRMAN 8882760250 2025-09-30 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-09-30 2024 2025-03-06 01:10:19Z STEVE KAPLAN 1843 HOTEL CIRCLE SOUTH SAN DIEGO CA 92108 315959 0 X WWW.CO-OP-CA.ORG X 2009 CA TO PROMOTE THE GENERAL AND ECONOMIC WELFARE OF MEMBERS, PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS AND EMPLOYEES OF MEMBERS, AND PROMOTE THE COMMON INTERESTS OF EMPLOYEE BENEFIT PLAN SPONSORS. 9 9 0 9 0 0 0 0 287186 304510 8237 11224 0 0 295423 315734 0 0 130393 140689 0 0 0 0 0 138614 137581 269007 278270 26416 37464 575267 610746 4217 2232 571050 608514 TO PROMOTE THE GENERAL AND ECONOMIC WELFARE OF MEMBERS, PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS AND EMPLOYEES OF MEMBERS, AND PROMOTE THE COMMON INTERESTS OF EMPLOYEE BENEFIT PLAN SPONSORS. 0 0 304510 TO PROMOTE THE GENERAL AND ECONOMIC WELFARE OF MEMBERS, PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS AND EMPLOYEES OF MEMBERS, AND PROMOTE THE COMMON INTERESTS OF EMPLOYEE BENEFIT PLAN SPONSORS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X RISK PROGRAM ADMINISTRATORS 8882760250 1843 HOTEL CIRCLE SOUTH SAN DIEGO CA 92108 X STEVE KAPLAN CHAIR 4.00 X X 0 0 0 JOHN ANELLA VICE CHAIR 1.00 X X 0 0 0 LORA DUZYK TREASURER 1.00 X X 0 0 0 NADINE BENNETT DIRECTOR 1.00 X 0 0 0 RON REESE DIRECTOR 1.00 X 0 0 0 KEN STUART DIRECTOR 1.00 X 0 0 0 PATRICK PREZIOSO DIRECTOR 1.00 X 0 0 0 DAVE GAUTHIER DIRECTOR 1.00 X 0 0 0 MARLON MCCURDY DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES AND & 561499 304510 304510 304510 11449 11449 225 -225 -225 -225 315734 304510 0 11224 140689 96000 6000 2258 376 2484 DUES 30394 LICENSES 69 278270 289447 323932 222 51 19761 20207 1320 264 337 1056 265500 265500 575267 610746 0 4217 2232 4217 2232 X 571050 608514 571050 608514 575267 610746 37464 0 X 0 0 0 1320 264 1056 1056 STOCK IN BPA 265500 C 265500 DEFFERED PREMIUM 1210 DEFERRED CONTRIBUTION 1022 2232 FORM 990, PART VI, SECTION A, LINE 6 THIS COOPERATIVE HAS MEMBERS BUT DOES NOT HAVE VOTING MEMBERS WITHIN THE MEANING OF THE CALIFORNIA NONPROFIT CORPORATION LAW. THE DIRECTORS MAY, IN THEIR DISCRETION, ADMIT INDIVIDUALS OR ORGANIZATIONS TO ONE OR MORE CLASSES OF NON-VOTING MEMBERS WHICH WILL HAVE SUCH RIGHTS AND OBLIGATIONS AS THE DIRECTORS FIND APPROPRIATE. THE DIRECTORS WILL ALSO DETERMINE WHETHER MEMBERSHIP FEES WILL BE ASSESSED. FORM 990, PART VI, SECTION A, LINE 7A THE COOPERATIVE SHALL HAVE UP TO TWELVE VOTING DIRECTORS. SEVEN OF THE TWELVE DIRECTORS SHALL REPRESENT THE CALIFORNIA SCHOOLS VEBA AND SHALL BE APPOINTED BY THE CALIFORNIA SCHOOLS VEBA BOARD OF TRUSTEES. IF THERE ARE NOT 12 MEMBERS, THEN AT LEAST 51% OF THE DIRECTORS OF THE COOPERATIVE SHALL BE APPOINTED BY THE CALIFORNIA SCHOOLS VEBA. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS WILL REVIEW A COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO AFFIRM THEIR CONTINUED COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST PURSUANT TO CALIFORNIA STATE LAW REQUIREMENTS. CALIFORNIA SCHOOLS VOL EMP BEN ASSOCIATION 1843 HOTEL CIRCLE SOUTH 3RD FLOOR SAN DIEGO CA 92108 330579503 EMPLOYEE BENEFITS CA 501(C)(9) N/A 0 BENEFITS PURCHASING ALLIANCE INC 1843 HOTEL CIRCLE SOUTH 3RD FLOOR SAN DIEGO CA 92108 900537887 INSURANCE SERVICES CA CA COALITION OF EMPL C 1322 42305 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0