2025-05-12T07:56:12-04:00 2024-06-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2023-07-01 942541328 SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN % BENESYS INC SHEE 9252089999 3240B CONSTITUTION DRIVE LIVERMORE CA 94551 RICK WERNER TRUSTEE 9252089999 2025-04-28 true true Jessica R Roster P01317380 9252779100 2023 2025-03-06 01:10:19Z RICK WERNER 3240B CONSTITUTION DRIVE LIVERMORE CA 94551 272646884 false X n/a X 1979 CA TO PROVIDE HEALTH BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN THIS MULTIEMPLOYER PLAN. 13 0 0 0 0 0 0 0 117352690 116404023 5702662 3941619 0 0 123055352 120345642 0 0 125981575 121102258 59393 74910 0 0 0 5173415 5274221 131214383 126451389 -8159031 -6105747 215361817 218539934 47463444 46668265 167898373 171871669 TO PROVIDE HEALTH BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS 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 5 0 true 0 true false false false false false false false false X 13 0 false true false false false false false true true false false true true true true true true false false false CA X BENESYS INC 9252089994 3240B CONSTITUTION DRIVE LIVERMORE CA 94551 X rick werner chairman 4.0 0.0 X X 0 0 0 SEAN O'DONOGHUE CO-CHAIRMAN 2.0 0.0 X X 0 0 0 keith dias TRUSTEE 2.0 0.0 X 0 0 0 eric haynes TRUSTEE 2.0 0.0 X 0 0 0 BRIAN MASTERS TRUSTEE 2.0 0.0 X 0 0 0 bob bramlett trUSTEE 2.0 0.0 X 0 0 0 paul steckel trustee - TERM. 10/2023 2.0 0.0 X 0 0 0 kathy de jong trustee 2.0 0.0 X 0 0 0 duane davies trustee 2.0 0.0 X 0 0 0 CASEY VAN DEN HEUVEL trustee 2.0 0.0 X 0 0 0 MIKE NESBITT trustee 2.0 0.0 X 0 0 0 keith sylva trustee 2.0 0.0 X 0 0 0 richard koenig trustee - TERM. 7/2023 2.0 0.0 X 0 0 0 TOM TRAYER TRUSTEE - EFF. 7/2023 2.0 0.0 X 0 0 0 MIKE FISHER TRUSTEE - EFF. 7/2023 2.0 0.0 X 0 0 0 0 0 0 0 false false false Benesys Inc 2610 crow canyon road suite 200 SAN RAMON CA 94583 administration 2828788 NORTHWEST PLAN SERVICES INC 160 W SANTA CLARA Street Suite 15 SAN JOSE CA 95113 consulting 193300 BLUE SHIELD OF CALIFORNIA 50 BEALE STREET SAN FRANCISCO CA 941051808 CLAIMS PROCESSING 955767 DELTA DENTAL OF CALIFORNIA PO BOX 997330 SACRAMENTO CA 958997330 CLAIMS PROCESSING 445237 SMART SOURCE 7270 MCGINNIS FERRY ROAD SUWANEE GA 30024 PRINTING 166760 5 0 EMPLOYEE CONTRIBUTIONS 900099 13579003 13579003 EMPLOYER CONTRIBUTIONS 900099 91020129 91020129 RXADVANCE REBATE 900099 4778134 4778134 STOP LOSS INCOME 900099 4903050 4903050 MISC. INCOME 900099 2123707 2123707 116404023 6366460 6366460 0 0 0 0 0 149876401 152301242 -2424841 -2424841 -2424841 0 0 0 0 0 0 0 0 0 0 120345642 116404023 0 3941619 0 0 0 121102258 0 0 0 0 0 74910 2590202 93381 59588 0 0 74434 2044165 0 335440 0 0 0 0 0 3894 0 0 0 52294 PCORI TAX 20823 126451389 X -110600 -696357 11035850 14818247 0 0 12892893 15817143 0 0 0 0 0 0 0 0 50000 50000 0 0 181796781 179219571 0 0 0 0 0 0 9696893 9331330 215361817 218539934 1199722 723513 0 0 1054722 1051752 0 0 0 0 0 0 0 0 0 0 45209000 44893000 47463444 46668265 X 0 0 0 0 167898373 171871669 167898373 171871669 215361817 218539934 -6105747 10079043 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 31816000 CLAIMS PAYABLE & IBNR 13077000 44893000 X 130350251 10079043 10079043 120271208 74434 74434 120345642 126692955 126692955 74434 -316000 -241566 126451389 PART X, LINE 2 THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FIANNCIEAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS Form 990, Part VI, Section A, Line 3 THE PLAN HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTING INTEREST IS FULLY DISCLOSED AND DOCUMENTED IN WRITING; THE TRUSTEE OR FIDUCIARY WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE. 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, BENESYS, INC. FORM 990, PART XII LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. local 104 supplemental pension plan 2610 Crow Canyon Road Suite 200 San Ramon CA 94551 946560138 PENSION CA 501A N/A NA false sheet metal workers pension trust of nor 2610 Crow Canyon Road Suite 200 San Ramon CA 94551 516115939 PENSION CA 501A N/A NA false Sheet Metal workers International ASSN L 2610 Crow Canyon Road Suite 200 San Ramon CA 94551 940859420 Union CA 501C(5) N/A nA false false false false false false false false false false false false false false false false false false false false 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 JUNE 30, 2024, THERE ARE APPROXIMATELY 212 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. A & B MECHANICAL, INC. A C SYSTEMS, INC A G C, INC A I M SHEET METAL INC AAERO HEATING & S/M CO ABCO MECHANICAL CONTR ABM BUILDING SOLUTIONS, LLC ACCEL AIR SYSTEMS INC. ACCO ENGINEERED SYS ACI MECHANICAL INC. ADVANCED SOLUTIONS,INC ADVANTAGE BUILDING SOLUTIONS ADVNC AIR TECHNOLOGIES AIR SYSTEMS SERVICE & CONST. AIR SYSTEMS, INC. AIRCAL HTG. & S/M AIRE SHEET METAL AIRTEC SERVICE ALL TEMPERATURE SERVICE AIR ALLIED HTG & AIR COND ALPHA AIR BALANCING AG ALPINE MECH SERVICE CO ANDERSON ROWE & BUCKLEY ANDY'S ROOFING CO., INC. ANNING JOHNSON APEX MECHANICAL, INC. ASCO SERVICE, INC. ASSOCIATED AIR BAL. & CERTIFIC AUTOMATED SOLUTIONS GROUP AXIS MECHANICAL BAY AREA MECHANICAL, LLC BAY CITY MECHANICAL BAY MOUNTAIN AIR BAYSIDE HTG & A/C BEL AIR MECHANICAL BELL PRODUCTS BERLIN FOOD EQUIPMENT BEST CONTRACTING SERVICES BIG PIPE MECHANICAL BLOCKA CONSTRUCTION, INC. BRADY AIR CONDITIONING, INC. BROADWAY MECH. CONTRACTORS BROADWAY S/M MFG INC BULLARD'S HEATING & AIR, INC. BURLINGAME HTG VENT CO CA DEPT PRISON-CDCR REG ACCTNG CALIFORNIA AIR INC CALIFORNIA AIR MECHANICAL CALIFORNIA UNITED MECHANICAL, CARQUINEZ HEATING A/C & S/M CHASE CONTRACTING, INC. CIRCO SYSTEM BALANCE CITY MECHANICAL, INC. CL HEATING AND AIR, INC. COLD CRAFT COMFORT AIR, INC. COMFORT CONTROL COMFORT DYNAMICS INC. CONGI INC. DBA CARTER AIR CONTROL AIR ENTERPRISE, LLC CORE CONSTRUCTION BUILDERS AND COUTS HEATING AND COOLING CRITCHFIELD MECHANICAL CROWN SHEET METAL & D'ANGELO HEATING AND A/C DEBELLA MECHANICAL,INC DEGREE HVAC, INC. DEHARO MECHANICAL INC. DELCON HEATING & A/C, INC. DELLA MORA HTG,S/M, & A/C, INC DEPENDABLE SHEET METAL DIV 15 TECH, INC. DOWDLE & SONS MECHANICAL, INC DOWNING HEATING, INC. ENERGY MECHANIX INC. ENVIRONMENTAL SYSTEMS INC. EXTREME AIR INC FAIRVIEW HEATING & A/C FERTADO HEATING & AIR, INC. FLANDERS HEAT & AIR SYSTEMS FOOTHILL AC AND HEATING, INC. FRANK M BOOTH FREEDOM AIR BALANCE, INC. FREIGHT TRAIN REFRIGERATION GLOBAL SPECIALTIES DIRECT, INC GROUND LEVEL CONSTRUCTION INC. HARRIS BAY AREA, LLC HVAC CAD SERVICE, INC. HYDRA VENTURES, INC. ICOM MECHANICAL INDEPENDENT AIR BALANCE, INC. INDOOR ENVIRONMENTAL SERVICES INFINITY MECHANICAL, INC. INNOVATIVE MECH INC INTECH MECHANICAL CO., LLC IZMIRIAN ROOFING & S/M JACOBSEN ALVES GOODEILL INC. JAMES LONG CONSTRUCTION JENSEN MECHANICAL, INC. JMS MECHANICAL KAMRAN METAL WORKS, INC. KEL AIRE HTG KELL MECHANICAL, INC. KINETIC MECHANICAL SERVICE INC KINETIC SYSTEMS, INC KT MECHANICAL INC. L J KRUSE COMPANY LARGE'S METAL FAB LAWSON MECH. CONTRACTORS, LLC LEFCO INC M T B INCORPORATED M.E.S.A. 3, INC M2 ENERGY SERVICES INC. MARELICH MECHANICAL CO MARINA MECHANICAL SERVICES MARTINEZ SHEET METAL MATRIX HG, INC. MAUCK SHEET METAL WORKS MCCLANAHAN INC DBA HARTMANAIRE MECHANICAL SERVICES LLC MESA ENERGY SYSTEMS INC. METAL DESIGN & STRATEGY, INC. MG MCGRATH, INC. MICHAEL VENOSTA PLUMBING MILESTONE CONTRACTORS INC. DBA MINA METALS MIRADOR CONSTRUCTION MONARCH MECHANICAL MONSTER MECHANICAL, INC. MONTEREY MECHANICAL CO MURRAY PLUMBING & HTG CORP. NATIONAL AIR BALANCE CO. NATIONAL ENERGY SERVICES, INC. NORTH BAY COMMERCIAL SVCS INC NORTHERN SERVICES, INC. O C MCDONALD CO., INC. OCEAN PARK MECHANICAL, INC. OJV CONSTRUCTION OMNI SHEET METAL, INC. PACE PERFORMANCE PACIFIC COAST BALANCING PACIFIC COAST TRANE SVC PACIFIC TEST AND BALANCE, INC. PAN-PACIFIC MECHANICAL, LLC PARAGON MECHANICAL INC PATTON SHEET METAL PETERSON MECHANICAL, INC. PIONEER ROOFING ORGANIZATION POMI MECHANICAL INC. POURROY MANUFACTURING, INC. PRECISION CAD SERVICES, INC. PRIME MECHANICAL SERVICE, INC. QUALTECH MECHANICAL, INC. R J MECHANICAL, INC RECIP L020 RECIP L036 - COLUMBIA RECIP L049 RECIP L068 RECIP L085 RECIP L088 RECIP L162 RECIP LU 10 SMW RMI MECHANICAL, INC. RODRIGUEZ SHEET METAL RS ANALYSIS, INC. RVT DESK, INC. S & H CONSTRUCTION, INC. S3H, INC. DBA S3H MECHANICAL SAL J ACOSTA MFG CO INC SAN BENITO HEATING & S/M, INC. SCHAFERS S/M & MFG CO SERVICE METAL PROD INC SHEET METAL WORKERS SHEET METAL WRKS LU 104 SILICON VALLEY MECHANICAL, INC SIMPSON SHEET METAL, INC. SMITH MECHANICAL-ELECT.-PLBG SMW 104 BAY AREA IND TRAIN FUN SOUTHLAND INDUSTRIES STANDARD S/M & MARINE STATE SHEET METAL WORKS STILES CONSULTING FIRM LLC STUMBAUGH & ASSOCIATES, INC. THERMA, LLC THERMAL MECHANICAL T-I LOCAL 003 SMW T-I LOCAL 105 SMW TRUST FUND T-I LOCAL 12 SMW T-I LOCAL 162 T-I LOCAL 206 T-I LOCAL 273 SMW T-I LOCAL 98 SMW T-I LU 359 ARIZONA TRUST FUND T-I LU 4 SHEET METAL WORKERS T-I LU 67 T-I LU 9 SMW T-I NORTHWEST SMW T-I SMW LU #017 FUNDS OFFICE T-O LOCAL 105 SMW TRUST FUND T-O LOCAL 273 SMW T-O LU 270 SMW HW FUND TRADEWINDS COOLING, LLC VAL'S PLUMBING & HEATING, INC. VAN MULDER SHEET METAL VEC VENTEC VERDEGAAL HEATING INC WCASM INC, DBA WEST COAST ASM WEST COAST MECHANICAL WESTERN ALLIED MECHANICAL, INC YOUR WARM FRIEND,INC.