Retiree Health Security Plan in Pleasanton, California (CA)
Table of contents:
| Retiree Health Security Plan | |
| Employer Identification Number (EIN) | 264826549 |
| Name of Organization | Retiree Health Security Plan |
| In Care of Name | RUSSELL BURNS |
| Address | 7180 Koll Center Parkway Suite 200, Pleasanton, CA 94566 |
| Website | N/A |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 07/2014 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $136,106 |
| Amount of Income | $55,689 |
| Form 990 Revenue Amount | $55,689 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government) |
Non-representatives - add comments:
Amount of income in 2012: $55,689 (it was $55,689 in 2013)
| Retiree Health Security Plan: | $55,689 |
| Other organizations performing similar types of work: | $1,245,981 |
Assets in 2012: $136,106 (it was $136,106 in 2013)
| This organization: | $136,106 |
| Other organizations performing similar types of work: | $1,083,450 |
Expenses in 2013: $52,208
| Retiree Health Security Plan: | $52,208 |
| Other organizations performing similar types of work: | $729,445 |
Income to expenses ratio in 2013: 1.1
| Retiree Health Security Plan: | 1.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2013: 100.0%
| This organization: | 100.0% |
| Other organizations performing similar types of work: | 0.0% |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |
| 2013 | |
|---|---|
| Total revenue | $55,689 |
| Contributions, gifts, grants, and similar amounts received | $55,689 |
| Program service revenue including government fees and contracts | $0 |
| Membership dues and assessments | $0 |
| Investment income | $0 |
| Gain/Loss from sale of assets other than inventory | $0 |
| Net income/loss from gaming and fundraising events | $0 |
| Gross profit/loss from sales of inventory | $0 |
| Other revenue | $0 |
| Total expenses | $52,208 |
| Total net assets | $-3,356 |
| Excess/Deficit for the year | $3,481 |
| Net assets or fund balances at beginning of year | $-6,837 |
| Other changes in net assets or fund balances | $0 |
| Net assets or fund balances at end of year | $-3,356 |
| Balance Sheets | |
| 2013 | |
|---|---|
| Total assets | $136,106 |
| Total liabilities | $139,462 |
| Net assets or fund balances | $-3,356 |
| Other Information | |
| 2013 | |
|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No |
| Were any significant changes made to the organizing or governing documents? | No |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No |
| Has the organization filed a Form 990-T for the year? | No |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No |
| Amount of political expenditures, direct or indirect | $0 |
| Did the organization file Form 1120-POL for this year? | No |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No |
| Total amount involved | $0 |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Washington Software Alliance Employee Benefit Trust | PO BOX 6, Mukilteo, WA 98275-0006 | WA | 2009-03 | $25,705,628 |
| 2 | Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2009-01 | $16,824,317 |
| 3 | Southern Operators Health Fund, Brassell H Lynn Ttee | PO BOX 1449, Goodlettsvlle, TN 37070-1449 | TN | 2006-09 | $15,264,585 |
| 4 | San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee | 157 W 5th St First Fl, San Bernardino, CA 92415-0225 | CA | 2002-04 | $13,312,822 |
| 5 | Trinity Health Welfare Benefit Tr, Paul Swanson Ttee | 20555 Victor Parkway, Livonia, MI 48152-7031 | MI | 2007-11 | $8,409,345 |
| 6 | Vng-Nonunion Management Retiree Veba | PO BOX 535007, Pittsburgh, PA 15253-5007 | PA | 2002-01 | $5,196,035 |
| 7 | Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr | 250 Marquette Ave Ste 540, Minneapolis, MN 55401-2387 | MN | 2008-06 | $3,413,882 |
| 8 | Robbinsdale Area School Health Reimbursement Arrangement Basic Pl | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2004-12 | $873,286 |
| 9 | The Turner Corporation Veba Trust | 375 Hudson St, New York, NY 10014-3658 | NY | 2008-01 | $8,540 |
| 10 | District Council 16 Northern California Health And Welfare Trus | 1640 S Loop Rd, Alameda, CA 94502-7089 | CA | 2011-01 | $108,962,984 |
| 11 | Toyota Motor Sales Usa Inc Post-Retirement Medical Trust | 45 Sycamore Ln, Rllng Hls Est, CA 90274-3421 | CA | 2014-06 | $89,832,375 |
| 12 | Southern Ca Pipe Trades Pensioners & Surviving Spouses Health Trust | 501 Shatto Pl Ste 5, Los Angeles, CA 90020-1730 | CA | 2011-11 | $73,060,465 |
| 13 | Cal Poly Corporation Veba Tr, Ron Weaver Ttee | Corporation Admin Bldg 15, San Luis Obispo, CA 93407 | CA | 2015-02 | $18,794,112 |
| 14 | California Trucking Association Health And Welfare Tr Fund, Mvi Administrators Inc Ttee | 1011 Camino Del Rio S Ste 300, San Diego, CA 92108-3567 | CA | 2011-11 | $17,595,402 |
| 15 | California Charter Schools Association Employee Welfare Benef | 1107 9th St, Sacramento, CA 95814-3607 | CA | 2010-11 | $14,050,219 |
| 16 | Southern Ca Firefighters Benefit Tr, Lucore Brandon Ttee | 8885 Rio San Diego Dr Ste 300, San Diego, CA 92108-1627 | CA | 2007-02 | $13,371,425 |
| 17 | California Small Manufacturing Health & Welfare Trust Fund | 1011 Camino Del Rio South, San Diego, CA 92108-3531 | CA | 2014-03 | $13,315,814 |
| 18 | United Domestic Workers Benefits Trust, Flora Walker Ttee | 4855 Seminole Dr, San Diego, CA 92115-4241 | CA | 2007-08 | $11,645,201 |
| 19 | Udw Afscme 3930 San Diego Health And Benefits Trust, Laura Reyes Ttee | 4855 Seminole Dr, San Diego, CA 92115-4241 | CA | 2012-01 | $10,371,866 |
| 20 | Amgen Inc Voluntary Employees Beneficiary Association Trust | 1 Amgen Center Drive 37-1-C, Thousand Oaks, CA 91320-1730 | CA | 2009-04 | $10,122,847 |
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