Nonprofit · EIN 94-3138272
TEAMSTERS MANAGED HEALTH CARE TRUST
Also known as BLASQUEZ RAY TTEE
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $95,244,186 | $93,956,899 | $1,287,287 | $40,628,980 | $8,273,785 | $32,355,195 |
| December 31, 2023 | 990 | $94,803,422 | $91,423,532 | $3,379,890 | $38,061,895 | $7,803,582 | $30,258,313 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $94,062,437
- Investment income
- $1,181,749
- Net gain from sales of assets
- -$167,423
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $91,338,310
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $89,490
- Accounting fees
- $352,792
Balance sheet and other
- Total assets, start of year
- $38,061,895
- Total assets, end of year
- $40,628,980
- Total liabilities, end of year
- $8,273,785
- Net assets, end of year
- $32,355,195
- Publicly traded securities
- $30,474,279
- Gross receipts
- $103,919,898
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Beard | Chairman Trustee or director, Officer | 1 | $0 |
| DON E GARCIA | Co-Chairman Trustee or director, Officer | 1 | $0 |
| BRUCE HEID | TRUSTEE Trustee or director | 1 | $0 |
| Efren Alarcon | Trustee Trustee or director | 1 | $0 |
| STEVE BECK | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT PAVONE | TRUSTEE Trustee or director | 1 | $0 |
| MIKE HENNEBERRY | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Beard | Chairman Trustee or director, Officer | 1 | $0 |
| DON E GARCIA | Co-Chairman Trustee or director, Officer | 1 | $0 |
| BRUCE HEID | TRUSTEE Trustee or director | 1 | $0 |
| Stacy Murphy | trustee - TERM. 1/2023 Trustee or director | 1 | $0 |
| Efren Alarcon | Trustee Trustee or director | 1 | $0 |
| STEVE BECK | TRUSTEE - EFF. 1/2023 Trustee or director | 1 | $0 |
| ROBERT PAVONE | TRUSTEE - EFF. 2/2023 Trustee or director | 1 | $0 |
| MIKE HENNEBERRY | TRUSTEE - EFF. 1/2023 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 757, PLEASANTON, CA 94566-0075
- In care of
- % DMC INSURANCE ADMINISTATORS
- Principal officer (990 for 2024)
- JIM BEARD, PO BOX 757, PLEASANTON, CA 945660075
- Signed the 990
- JIM BEARD, CHAIRMAN
- Phone
- (925) 426-3555
- Website
- www.tmtfunds.org
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3138272 or by the name TEAMSTERS MANAGED HEALTH CARE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3138272
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $40,628,980
- Income (IRS master file)
- $103,919,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $95,244,186 | $93,956,899 | $40,628,980 | XML |
| 990 | December 2023 | $94,803,422 | $91,423,532 | $38,061,895 | XML |
| 990 | December 2022 | $100,596,187 | $98,677,232 | $34,014,005 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3138272).
Questions about TEAMSTERS MANAGED HEALTH CARE TRUST
- What is the EIN of TEAMSTERS MANAGED HEALTH CARE TRUST?
- The employer identification number (EIN) of TEAMSTERS MANAGED HEALTH CARE TRUST is 94-3138272.
- Is TEAMSTERS MANAGED HEALTH CARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to TEAMSTERS MANAGED HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS MANAGED HEALTH CARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TEAMSTERS MANAGED HEALTH CARE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS MANAGED HEALTH CARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TEAMSTERS MANAGED HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 names JIM BEARD.
- Who are the officers and directors of TEAMSTERS MANAGED HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS MANAGED HEALTH CARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $95,244,186, expenses of $93,956,899 and total assets of $40,628,980 at year end.
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