Vision Service Plan Post Retirement Welfare Benefits Program in Rncho Cordova, California (CA)

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Vision Service Plan Post Retirement Welfare Benefits Program
Employer Identification Number (EIN)527325750
Name of OrganizationVision Service Plan Post Retirement Welfare Benefits Program
In Care of NamePatricia Cochran
Address3333 Quality Dr, Rncho Cordova, CA 95670-7985
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date06/2004
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$28,858,814
Amount of Income$12,107,081
Form 990 Revenue Amount$3,506,973
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2013: $12,107,081
This organization: 

 $12,107,081
Other organizations performing similar types of work: 

 $1,245,981

Assets in 2013: $28,858,814
Vision Service Plan Post Retirement Welfare Benefits Program: 

 $28,858,814
Other organizations performing similar types of work: 

 $1,083,450

Expenses in 2012: $2,475,100
Vision Service Plan Post Retirement Welfare Benefits Program: 

 $2,475,100
Other organizations performing similar types of work: 

 $729,445

Income to expenses ratio in 2012: 4.9
Vision Service Plan Post Retirement Welfare Benefits Program: 

 4.9
Other organizations performing similar types of work: 

 1.1

Financial snapshot ($)

Revenue for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?Yes
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$5,056,258
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$4,192,728
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$449,230
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$409,834
Gross amount from sales of assets other than inventory (Securities / Other)$5,290,214 / $0
Less: cost or other basis and sales expenses (Securities / Other)$4,880,380 / $0
Gain or (loss) (Securities / Other)$409,834 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$4,466
Statement of Functional Expenses (for 2012)
Total functional expenses$2,475,100
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$2,475,100
Balance Sheet (for 2012)
Total assets$24,914,962
Total liabilities$31,595
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$31,595
Total net assets or fund balances$24,883,367
Retained earnings, endowment, accumulated income, or other funds$24,883,367
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:Not provided
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20052006
Total revenue$1,381,168$1,902,840
Contributions, gifts, grants, and similar amounts received$0$0
Contributions to donor advised funds$0
Direct public support$0$0
Indirect public support$0$0
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$1,246,586$1,647,979
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$57,479$104,703
Dividends and interest from securities$30,394$43,772
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$3,847$6,461
Gain or (loss) from sales of assets other than inventory$42,862$99,925
Gross amount from sales of assets other than inventory$361,536$1,999,711
Less: cost or other basis and sales expenses$318,674$1,899,786
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$0$0
Total expenses$172,488$165,241
Program services$0$0
Management and general$0$0
Fundraising$0$0
Payments to affiliates$0$0
Net assets or fund balances at end of year$4,648,769$6,386,368
Excess or (deficit) for the year$1,208,680$1,737,599
Net assets or fund balances at beginning of year$3,440,089$4,648,769
Other changes in net assets or fund balances$0$0
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$165,241$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$165,241
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$0$0$0$0
Balance Sheets
20052006
Total assets$4,648,769$6,386,368
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$4,648,769$6,386,368
Accounts receivable less allowance for doubtful accounts$0$0
Pledges receivable less allowance for doubtful accounts$0$0
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$0$0
Investments - publicly-traded securities$0
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$0$0
Land, buildings, and equipment less accumulated depreciation$0$0
Other assets, including program-related investments$0$0
Total liabilities$0$0
Accounts payable and accrued expenses$0$0
Grants payable$0$0
Deferred revenue$0$0
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$0$0
Mortgages and other notes payable$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$4,648,769$6,386,368
Total net assets or fund balances$4,648,769$6,386,368
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20052006
Total revenue$0$0
Total revenue, gains, and other support per audited financial statements$0$0
Other expenses$0$0
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$0$0
Other revenue$0$0
Investment expenses$0$0
Other$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20052006
Total expenses$0$0
Total expenses and losses per audited financial statements$0$0
Other revenue$0$0
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$0$0
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$254,861$1,647,979
Program service revenue
Program service revenue 1000000$000$0$1,647,979
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$104,703$0
Dividends and interest from securities000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$43,772$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$6,461$0
Gain or (loss) from sales of assets other than inventory000000$0Section 501(c)(9), or (17) organization - Non-exempt function income set aside for the payment of life, sick, accident, or other benefits (section 512(a)(3)(B)(ii))$99,925$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
20042005
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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2Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209PA2009-01$16,824,317
3Southern Operators Health Fund, Brassell H Lynn TteePO BOX 1449, Goodlettsvlle, TN 37070-1449TN2006-09$15,264,585
4San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee157 W 5th St First Fl, San Bernardino, CA 92415-0225CA2002-04$13,312,822
5Trinity Health Welfare Benefit Tr, Paul Swanson Ttee20555 Victor Parkway, Livonia, MI 48152-7031MI2007-11$8,409,345
6Vng-Nonunion Management Retiree VebaPO BOX 535007, Pittsburgh, PA 15253-5007PA2002-01$5,196,035
7Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr250 Marquette Ave Ste 540, Minneapolis, MN 55401-2387MN2008-06$3,413,882
8Robbinsdale Area School Health Reimbursement Arrangement Basic Pl230 Front St N, La Crosse, WI 54601-3219WI2004-12$873,286
9The Turner Corporation Veba Trust375 Hudson St, New York, NY 10014-3658NY2008-01$8,540
10District Council 16 Northern California Health And Welfare Trus1640 S Loop Rd, Alameda, CA 94502-7089CA2011-01$108,962,984
11Toyota Motor Sales Usa Inc Post-Retirement Medical Trust45 Sycamore Ln, Rllng Hls Est, CA 90274-3421CA2014-06$89,832,375
12Southern Ca Pipe Trades Pensioners & Surviving Spouses Health Trust501 Shatto Pl Ste 5, Los Angeles, CA 90020-1730CA2011-11$73,060,465
13Cal Poly Corporation Veba Tr, Ron Weaver TteeCorporation Admin Bldg 15, San Luis Obispo, CA 93407CA2015-02$18,794,112
14California Trucking Association Health And Welfare Tr Fund, Mvi Administrators Inc Ttee1011 Camino Del Rio S Ste 300, San Diego, CA 92108-3567CA2011-11$17,595,402
15California Charter Schools Association Employee Welfare Benef1107 9th St, Sacramento, CA 95814-3607CA2010-11$14,050,219
16Southern Ca Firefighters Benefit Tr, Lucore Brandon Ttee8885 Rio San Diego Dr Ste 300, San Diego, CA 92108-1627CA2007-02$13,371,425
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18United Domestic Workers Benefits Trust, Flora Walker Ttee4855 Seminole Dr, San Diego, CA 92115-4241CA2007-08$11,645,201
19Udw Afscme 3930 San Diego Health And Benefits Trust, Laura Reyes Ttee4855 Seminole Dr, San Diego, CA 92115-4241CA2012-01$10,371,866
20Amgen Inc Voluntary Employees Beneficiary Association Trust1 Amgen Center Drive 37-1-C, Thousand Oaks, CA 91320-1730CA2009-04$10,122,847
Number of organizations performing similar types of work
Alaska7
Alabama14
Arkansas7
Arizona17
California174
Colorado25
Connecticut40
District of Columbia24
Delaware11
Florida55
Georgia33
Hawaii17
Iowa34
Idaho5
Illinois101
Indiana134
Kansas29
Kentucky10
Louisiana15
Massachusetts50
Maryland35
Maine7
Michigan82
Minnesota68
Missouri39
Mississippi5
Montana21
North Carolina85
North Dakota4
Nebraska13
New Hampshire11
New Jersey54
New Mexico7
Nevada13
New York198
Ohio115
Oklahoma20
Oregon20
Pennsylvania188
Rhode Island11
South Carolina12
South Dakota5
Tennessee30
Texas107
Utah16
Virginia67
Vermont1
Washington37
Wisconsin74
West Virginia15
Wyoming5
International7
Total2,174

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