CMTA-GLASS MOLDERS POTTERY PLASTICS & ALLIED WORKERS (LOCAL 164B) WELFARE PLAN

Address
PO BOX 20757
CASTRO VALLEY, CA 945468757
Contact
Phone: +1 (510) 247-9027
Nonprofit
NTEE: J40 - Labor Unions, Organizations
EIN: 94-6115375

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
 201720162015
Basic features of the organization
Year of formation1965
Subsection501(c)(9)
Organization typeTrust
Metropolitan statistical area7362
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00
Number of employees000
Number of people compensated >$100k000
Number of volunteers000
Number of highly compensated contractors111
Personnel
Compensation, See
TitlePAID BY RELATED ORGANIZATIONSPAID BY RELATED ORGANIZATIONPAID BY RELATED ORGANIZATION
Name of key/compensated personSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATIONSEE SCHEDULE O FOR COMPENSATION
Average hours per week working for org0.000.000.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $1.00$1.00$1.00
Costa, Carlos
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personCARLOS COSTA JRCARLOS COSTA JRCARLOS COSTA JR
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Dillon, Thomas
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personTHOMAS DILLONTHOMAS DILLONTHOMAS DILLON
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Garcia, Fernando
TitleTRUSTEETRUSTEE 
Name of key/compensated personFERNANDO G GARCIAFERNANDO G GARCIA 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Reynoso, Salvador
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personSALVADOR REYNOSOSALVADOR REYNOSOSALVADOR REYNOSO
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Ritelli, Ed
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personED RITELLI JRED RITELLI JRED RITELLI JR
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Venkatesan, Krishnan
TitleTRUSTEETRUSTEE 
Name of key/compensated personKRISHNAN VENKATESANKRISHNAN VENKATESAN 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Winter, Kurt
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personKURT WINTERKURT WINTERKURT WINTER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
de la Fuente, Ignacio
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personIGNACIO DE LA FUENTEIGNACIO DE LA FUENTEIGNACIO DE LA FUENTE
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO PROVIDE HEALTH AND WELFARE BENEFITS.TO PROVIDE HEALTH AND WELFARE BENEFITS.TO PROVIDE HEALTH AND WELFARE BENEFITS.
Programs, including revenue & expenses
THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DENTAL, LIFE INSURANCE, AND SUBSTANCE ABUSE REHABILITATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program descriptionTHE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DENTAL, LIFE INSURANCE, AND SUBSTANCE ABUSE REHABILITATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DENTAL, LIFE INSURANCE, AND SUBSTANCE ABUSE REHABILITATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DENTAL, LIFE INSURANCE, AND SUBSTANCE ABUSE REHABILITATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Financial data
Expense categories (totals)
Sum (total functional expenses)$4,709,937.00$5,225,305.00$7,363,497.00
Revenue
Total revenue$4,639,356.00$4,423,045.00$8,894,214.00
Program service revenue (total)$4,570,091.00$4,361,825.00$8,858,884.00
Revenue from contributions (total)  $0.00
Investment income$69,265.00$61,220.00$35,330.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00
Gross receipts$4,639,356.00$4,423,045.00$8,894,214.00
Other types of revenue
Income from dividends, interest, and similar investments$69,265.00$61,220.00$35,330.00
Net rental income  $0.00
Fees for services
Legal fees (total)$57,021.00$46,937.00$43,394.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$118,798.00$116,149.00$125,336.00
Investment management fees (total)$10,576.00$10,593.00$6,682.00
Accounting service fees (total)$25,123.00$25,251.00$16,513.00
Assets and liabilities
Total assets$6,225,353.00$6,258,343.00$7,138,213.00
Total assets, beginning of year$6,258,343.00$7,138,213.00$5,838,329.00
Total liabilities$472,891.00$435,300.00$512,910.00
Total liabilities, beginning of year$435,300.00$512,910.00$743,743.00
Net assets$5,752,462.00$5,823,043.00$6,625,303.00
Net assets, beginning of year$5,823,043.00$6,625,303.00$5,094,586.00
Other liabilities$391,610.00$386,548.00$458,934.00
Cash: non-interest bearing$26,301.00$14,070.00$13,542.00
Cash: non-interest bearing, beginning of year$14,070.00$13,542.00$23,190.00
Other financial variables
Revenue less expenses-$70,581.00-$802,260.00$1,530,717.00
Savings & temp cash investment$5,755,462.00$5,838,253.00$6,548,452.00
Accounts receivable, net$443,590.00$406,020.00$576,219.00
Accounts payable & accrued expenses$81,281.00$48,752.00$53,976.00
Total net assets or fund balances$5,752,462.00$5,823,043.00$6,625,303.00
Governance and accountability
Number of voting members886
Number of independent voting members000
Financial sheets auditedTrueTrueTrue
Tax year start date2016-10-012015-10-012014-10-01
Tax year end date2017-09-302016-09-302015-09-30
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-09-212017-08-182016-10-13
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201801929349301305201730949349300633201631749349300343
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