JOINT INDUSTRY BOARD OF THE PLBG PIPE FITTING IND LOCAL 38 TR FUNDS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOINT INDUSTRY BOARD OF THE PLBG PIPE FITTING IND LOCAL 38 TR FUNDS (EIN 94-1285319)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-06
- IRS object ID
- 202201269349300035
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T08:56:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITH&BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941285319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UA LOCAL 38 HEALTH & WELFARE TRUST FD OF | BusinessNameLine1Txt |
| Business Name Line2 | SF MARIN SONOMA LAKE & MENDO COUNTIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UALO | BusinessNameControlTxt |
| Phone | 4156262000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621 MARKET STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY MAZZOLA JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4156262000 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | MAZZOLA JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA R ROSTER | PreparerPersonNm |
| PTIN | P01317380 | PTIN |
| Phone | 9252779100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LARRY MAZZOLA JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621 MARKET STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,494,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO THE PLAN'S PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,049,996 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,992,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $528,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,055,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $41,578,463 | PYTotalRevenueAmt |
| CY Total Revenue | $38,047,846 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $40,673,208 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $36,553,640 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $265,654 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $304,869 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $550,476 | PYOtherExpensesAmt |
| CY Other Expenses | $680,894 | CYOtherExpensesAmt |
| PY Total Expenses | $41,489,338 | PYTotalExpensesAmt |
| CY Total Expenses | $37,539,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $89,125 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $508,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,495,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,237,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,055,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,968,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,439,643 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,269,177 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO THE PLAN'S PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED HEALTH AND WELFARE BENEFITS TO THE PLAN'S PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA C RIVERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156262000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621 MARKET STREET SUITE 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ROBERT E BUCKLEY JR | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| ARMAND KILIJIAN | |||||
| TREASURER | 0.10 | Yes (X) | $0 | $0 | $0 |
| FRED NURISSO | |||||
| CO-CHAIRMAN | 0.10 | Yes (X) | $0 | $0 | $0 |
| MILT GOODMAN | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| LARRY MAZZOLA JR | |||||
| CHAIRMAN | 0.10 | Yes (X) | $0 | $0 | $0 |
| BILL BLACKWELL | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| FRANK REARDON | |||||
| SECRETARY | 0.10 | Yes (X) | $0 | $0 | $0 |
| JOHN CHIARENZA | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| TONY GUZZETTA | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| RJ FERRARI | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| ALEX HALL | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| JOHN CORSO | |||||
| ALTERNATE TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| MICHAEL BUCKLEY | |||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | |||||
| PAID BY RELATED ORGANIZATIONS | 0.00 | Yes (X) | $0 | $1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PARKWAY SUITE 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DATA PROCESSING | ServicesDesc |
| Compensation | $106,130 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $36,347,886 | $36,347,886 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $521,121 | $521,121 |
| MEDICARE PART D INCOME | 900099 | $116,032 | $116,032 |
| MISCELLANEOUS INCOME | 900099 | $7,426 | $7,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,992,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,622 | TotalRevenueColumnAmt |
| Exclusion | $367,622 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,134,573 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,446,814 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $687,759 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,759 | TotalRevenueColumnAmt |
| Exclusion | $687,759 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,047,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,992,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,055,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,553,640 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,740 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,782 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,683 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,664 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,326 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,571 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,876 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,288 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,570 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,650 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,695 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,588 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,397 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,560 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $5,373 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,539,403 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,261,758 | BOYAmt |
| EOY | $4,134,374 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,353 | BOYAmt |
| EOY | $235,566 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,038,134 | BOYAmt |
| EOY | $3,467,232 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,097,015 | BOYAmt |
| EOY | $12,400,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,495,260 | BOYAmt |
| EOY | $20,237,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,271 | BOYAmt |
| EOY | $85,350 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,135 | BOYAmt |
| EOY | $35,135 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,939,211 | BOYAmt |
| EOY | $16,847,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,055,617 | BOYAmt |
| EOY | $16,968,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,643 | BOYAmt |
| EOY | $3,269,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,643 | BOYAmt |
| EOY | $3,269,177 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,495,260 | BOYAmt |
| EOY | $20,237,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $508,443 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $321,091 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $149,563 |
| PREMIUMS PAYABLE | $1,717,246 |
| ACCUMULATED ELIGIBILITY CREDITS | $14,680,000 |
| DUE TO BROKER | $191,808 |
| DUE TO UA LOCAL 38 TRUST FUNDS | $108,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,847,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,301,061 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $321,091 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $321,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,979,970 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $67,876 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $67,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,047,846 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,743,055 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,743,055 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $67,876 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$3,271,528 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$3,203,652 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,539,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A | THE JOINT ADMINSTRATION OFFICE FILED ONE FORM 1099 ON BEHALF OF ALL THE ORGANIZATIONS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION, TRUST FUND COUNSEL WILL BE CONSULTED AND ADDITIONAL ACTION WILL BE TAKEN AS APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION WILL NOT BE CONDUCTED WITHOUT FUND COUNSEL'S WRITTEN APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS. |
| FORM 990, PART IX, LINE 7 | OTHER SALARY AND WAGES IS BASED ON AN ALLOCATION OF SALARY AND WAGES PROVIDED BY THE U.A. LOCAL 38 TRUST FUND ADMINISTRATION (JOINT ADMINISTRATIVE OFFICE) OF SAN FRANCISCO, MARIN, SONOMA, LAKE AND MENDOCINO COUNTIES, FOR PROVIDING SERVICES TO THE TRUST FUND. THE TRUST FUND REIMBURSES THE JOINT ADMINISTRATIVE OFFICE FOR THESE COSTS. FORMS W-3 AND W-2 ARE FILED BY THE JOINT ADMINISTRATIVE OFFICE TO REPORT THE FULL AMOUNT OF SALARIES AND WAGES, WHICH INCLUDES THE PORTION OF SALARY AND WAGES ALLOCATED TO THIS TRUST FUND. |
| FORM 990, PART XII LINE 2C | THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. |
| 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 TRUST FUND OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UA LOCAL 38 VACATION TRUST FUND | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 237057766 | PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(9) | N/A | N/A | 0 |
| UA LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 946398563 | PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(9) | N/A | N/A | 0 |
| UA LOCAL 38 JURY DUTY | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 946398561 | PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(9) | N/A | N/A | 0 |
| UA LOCAL 38 DEFINED BENEFIT PENSION | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 941285319 | PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (A) | N/A | N/A | 0 |
| UA LOCAL 38 APPRENTICE TRAINING TRUST | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 237010420 | PROVIDE TRAINING BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(3) | 2 | N/A | 0 |
| UA LOCAL 38 SCHOLARSHIP TRUST FUND | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 946398562 | PROVIDE SCHOLARSHIP BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(9) | N/A | N/A | 0 |
| UNITED ASSOCIATION OF JOURNEYMAN & 38 PPF | ||||||||||
| 1621 MARKET ST | SAN FRANCISCO | CA | 94103 | 941073900 | LABOR UNION (SPONSOR OF VEBA) | CA | 501 (C)(5) | N/A | N/A | 0 |
| UA LOCAL 38 CHILDCARE TRUST FUND | ||||||||||
| 1621 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | 856255785 | PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. | CA | 501 (C)(9) | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | 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, 2021, THERE ARE APPROXIMATELY 150 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 PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABCO MECHANICAL CONTRACTORS ABM BUILDING & ENERGY SOLUTIONS ACCEL AIR SYSTEMS INC ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBES INC AIR CONDITIONING SOLUTIONS AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC ALL TEMPERATURE SERVICE AIR CONDITIONING ALLIED HEATING & AIR ALPINE MECHANICAL SERVICE CO INC. AMAZON MECHANICAL AMORES PLUMBING COMPANY INC ANDERSON ROWE & BUCKLEY APPLIED PROCESS COOLING CORP ARC PERFECT SOLUTIONS INC AXIS MECHANICAL INC. AYOOB & PEERY PLUMBING CO AYOOB MECHANICAL INC BACON PLUMBING COMPANY BAY AREA PIPE & EQUIPMENT INC. BAY CITY MECHANICAL INC BAY ENGINEERING LLC. BAYLINE MECHANICAL INC BECKER ELECTRIC INC DBA BECKER FUEL S BELL PRODUCTS INC BELLANTI PLUMBING INC BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS INC BROTHERS ENERGY INC BULLARD'S HEATING & AIR INC. CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA UNITED MECHANICAL INC CAREFREE TOLAND POOLS CARRIER CORP CER MECHANICAL CORP CHAMPION INDUSTRIAL CONTRACTORS INC CHM MECHANICAL INC CITY MECHANICAL INC CITY PREFERRED PLUMBING INC CIW AND SONS PLUMBING CLIMATE PROS LLC CNS MECHANICAL INC COMFORT AIR MECHANICAL SYSTEMS COMFORT DYNAMICS INC CONTROL AIR ENTERPRISES LLC COOL TECH MECHANICAL INC. CR REICHEL ENGINEERING CO INC CRITCHFIELD MECHANICAL INC CROZ CUSTOM METAL FABRICATION DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DDK MECHANICAL INC DEGREE HVAC DEHARO MECHANICAL INC DESERT MECHANICAL INC DINELLI PLUMBING INC DONE RITE PLUMBING INC DORMATECH MECHANICAL SYSTEMS INC DOWDLE ANDREW & SONS DPW INC E MITCHELL INC EGAN PLUMBING INC EMCOR SERVICE-MESA ENERGY SYSTEMS INC EMS PLUMBING ENVISE ESTES COMMERCIAL REFRIGERATION INC FLANDERS HEAT & AIR SYSTEMS FRANK M BOOTH INC FREIGHT TRAIN REFRIGERATION FW SPENCER & SON INC HARRIS BAY AREA LLC. HOUSING AUTHORITY OF SF (721) ICOM MECHANICAL INDOOR ENVIRONMENTAL SERVICES (IES) INTECH MECHANICAL JOHNSON CONTROLS/CAL-AIRCONDITIONING JW MCCLENAHAN CO KAMRAN METALWORKS INC KDS PLUMBING INC KEP PLUMBING INC KEY MECHANICAL CO KINETIC SYSTEMS INC KINETICS MECHANICAL SERVICE INC KMC PLUMBING COMPANY KOH MECHANICAL CONTRACTORS INC LARRATT BROS PLUMBING INC LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING INC LESCURE COMPANY INC LIAISON LANDSCAPES LIQUIDYN INC LJ KRUSE COMPANY MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL CO MASTERSON PLUMBING MATRIX HG INC MCGUIRE & HESTER MCPHAILS FUEL CO MONARCH MECHANICAL MONTEREY MECHANICAL CO MSR MECHANICAL LLC NORTHERN SERVICES INC NV HEATHORN CO O'BRIEN MECHANICAL INC II O.C. MCDONALD CO.INC. OCEAN PARK MECHANICAL INC OMNITEMP REFRIGERATION PACIFIC COAST TRANE PAN PACIFIC PLUMBING COMPANY PERFORMANCE AIR SERVICES INC PERFORMANCE MECHANICAL INC (PMI) PETALUMA MECHANICAL INC PETERSON MECHANICAL INC POMI MECHANICAL INC PRIBUSS ENGINEERING INC PRIME MECHANICAL QUEST MECHANICAL INC R & V REFRIGERATION INC REDSTONE PLUMBING REFRIGERATION SOLUTIONS INC RG PLUMBING RHEW PLUMBING AND MECHANICAL RIGNEY PLUMBING INC RMI MECHANICAL INC RMT LANDSCAPE CONTRACTORS INC ROUNTREE PLUMBING & HEATING INC SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC SILICON VALLEY MECHANICAL INC SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING INC SUNBELT CONTROLS INC TAP D DRAFT SOLUTIONS TEMPER INSULATION CO INC THERMA LLC THERMAL MECHANICAL INC TYRRELL PLUMBING AND MECHANICAL INC. UA LOCAL 38 UA LOCAL 38 TRUST FUND VPM GENERAL BUILDING LLC WATERWORKS INDUSTRIES INC WESTATES MECHANICAL CORP INC WESTERN ALLIED MECHANICAL INC WESTERN WATER CONSTRUCTORS INC WHITE WATER PLUMBING INC WINERY HEATING INDUSTRIAL REFRIG CO WL HICKEY SONS INC | ExplanationTxt |