2026-08-27T09:18:24-05:00 2025-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2025-01-01 412061777 Machinists Retiree Investment Trust % HEALTH SERVICES/BENEFIT ADMI MACH 8006353105 4160 Dublin Blvd Dublin CA 94568 DON CROSATTO TRUSTEE/CHAIRMAN 8006353105 2026-08-26 true JESSICA R ROSTER P01317380 9252779100 2025 2025-03-06 01:10:19Z DON CROSATTO 4160 Dublin Blvd Dublin CA 94568 18976233 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 1261023 1234069 1278756 1125386 0 0 2539779 2359455 0 0 355355 347206 0 0 0 0 0 162739 141311 518094 488517 2021685 1870938 25850984 29470912 3174 1850 25847810 29469062 X 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 STEVE SOWINSKI TRUSTEE 1.0 0.0 X 0 0 0 ROBERT GARCIA 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 0 0 EMPLOYER CONTRIBUTIONS 900099 1234069 1234069 1234069 835992 835992 0 0 0 0 0 16906172 16616778 289394 289394 289394 0 0 0 0 0 0 0 0 0 0 2359455 1234069 0 1125386 0 0 0 347206 0 0 0 0 0 0 7356 3990 25343 0 0 80484 3390 0 3006 0 0 0 0 0 0 0 0 0 11501 PCORI FEES 6241 488517 0 0 0 X 29720 125864 2111275 1368782 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 23595092 27874360 0 0 0 0 0 0 114897 101906 25850984 29470912 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3174 1850 3174 1850 X 0 0 0 0 25847810 29469062 25847810 29469062 25850984 29470912 1870938 1750314 X X false true X true false 0 DUE TO WELFARE 1850 1850 X 4029285 1750314 1750314 2278971 80484 80484 2359455 408033 408033 80484 80484 488517 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, 2025 AND 2024, 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. FORM 990, PART VII, SECTION A, LINE 1A 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, HS&BA. FORM 990, PART X, LINES 2 AND 10 The Organization reclassified prior year money market fund balances from Form 990, Part X, Line 10 (Investments - publicly traded securities) to Part X, Line 2 (Savings and temporary cash investments) to conform to the current year presentation and to more appropriately reflect the nature of these balances. This reclassification affected presentation only and had no impact on total assets, total liabilities, net assets, change in net assets, or results of operations previously reported. District Lodge 190 10260 MACARTHUR BLVD Oakland CA 94605 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, 2025, THERE ARE APPROXIMATELY 23 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. LIBERTY FLEET CARE GRANITE ROCK CO LIVERMORE SANITATION, INC. LOOMIS I A OF M LODGE 190 MILL VALLEY REFUSE SERVICE, INC PBA MAINTENANCE PLEASANTON TRUCK & EQUIPMENT REPAIR SAFEWAY STORES INC. RYDER TRUCK RENTAL INC ST FRANCIS ELECTRIC SAN LEANDRO AUTO SSA TERMINAL UPS WASTE MANAGEMENT OF ALAMEDA COUNTY HUSKY TERMINAL & STEVEDORING, LLC LEHMER'S BUICK GMC ZERO WASTE ENERGY