U A LOCAL NO 467 HEALTH & WELFARE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- U A LOCAL NO 467 HEALTH & WELFARE (EIN 94-6415220)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-26
- IRS object ID
- 202003009349301540
- Schema version
- 2019v5.1
- 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 | 2020-10-26T18:48:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 CROW CANYON PL STE 300 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945831386 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946415220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U A LOCAL NO 467 | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UALO | BusinessNameControlTxt |
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD NO 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK BURRI | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4082884400 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERESA MONTGOMERY | PreparerPersonNm |
| PTIN | P00232100 | PTIN |
| Phone | 9254804000 | PhoneNum |
| Preparation | 2020-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.110.55.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 18:46:11 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 327E456370A643C83A1BB4325D39191A230D016A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK BURRI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD NO 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,047,497 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 8 | 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 | $31,548,513 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,345,904 | CYProgramServiceRevenueAmt |
| PY Investment Income | $430,592 | PYInvestmentIncomeAmt |
| CY Investment Income | $700,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $275,253 | PYOtherRevenueAmt |
| CY Other Revenue | $1,329 | CYOtherRevenueAmt |
| PY Total Revenue | $32,254,358 | PYTotalRevenueAmt |
| CY Total Revenue | $34,047,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $30,191,672 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $31,183,363 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,096,726 | PYOtherExpensesAmt |
| CY Other Expenses | $1,101,484 | CYOtherExpensesAmt |
| PY Total Expenses | $31,288,398 | PYTotalExpensesAmt |
| CY Total Expenses | $32,284,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $965,960 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,762,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,819,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,270,368 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,286,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,868,067 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,532,978 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,402,301 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE APPROXIMATELY 1,100 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. | 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 |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | 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 |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED ADMINISTRATIVE SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD NO 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARK BURRI | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETE DUFAULT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GARY SAUNDERS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC TASSIO | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL LARATT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL VLAMING | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEN WESTPHAL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW LARKIN | ||||||
| CO-TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | |||||
| 6800 SANTA TERESA BLVD | SAN JOSE | CA | 95119 | ADMINISTRATOR | $320,188 |
| DELTA DENTAL | |||||
| 100 FIRST STREET | SAN FRANCISCO | CA | 94105 | CLAIMS ADMINISTRATION | $122,994 |
| BLUE CROSS | |||||
| 2121 N CALIFORNIA BLVD | WALNUT CREEK | CA | 94596 | CLAIMS ADMINISTRATION | $122,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,345,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,345,904 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,345,904 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,821 | TotalRevenueColumnAmt |
| Exclusion | $428,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,271,443 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,000,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,443 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $271,443 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY INCOME ACCOUNT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,329 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,329 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,047,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,618,676 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $428,821 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,183,363 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,926 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,063 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,781 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,532 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,510 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,174 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,622 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING | $38,118 |
| MISCELLANEOUS | $20,598 |
| POSTAGE | $17,279 |
| PCORI FEES | $3,281 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,284,847 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,903,689 | BOYAmt |
| EOY | $10,876,915 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,015,850 | BOYAmt |
| EOY | $8,300,165 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,265,150 | BOYAmt |
| EOY | $2,912,533 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,960 | BOYAmt |
| EOY | $10,221 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,397,438 | BOYAmt |
| EOY | $28,832,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,543 | BOYAmt |
| EOY | $337,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,819,630 | BOYAmt |
| EOY | $51,270,368 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,156,982 | BOYAmt |
| EOY | $1,008,384 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,129,670 | BOYAmt |
| EOY | $15,859,683 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,286,652 | BOYAmt |
| EOY | $16,868,067 | 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 | $28,532,978 | BOYAmt |
| EOY | $34,402,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,532,978 | BOYAmt |
| EOY | $34,402,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,819,630 | BOYAmt |
| EOY | $51,270,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,762,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,106,673 | 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 | 0 | 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 (6 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF-FUNDED BENEFIT CLAIMS PAYABLE | $3,353,371 |
| GROUP INSURANCE PREMIUMS PAYABLE | $1,847,976 |
| BANK OF HOURS LIABILITY | $4,280,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,332,655 |
| SUPPLEMENTAL EXTENDED RESERVE LIABILITY | $3,857,237 |
| VACATION BENEFITS PAYABLE | $1,188,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,859,683 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,116,638 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,106,673 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,106,673 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,009,965 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,532 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,047,497 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,517,302 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,517,302 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,532 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,730,013 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,767,545 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,284,847 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE SPONSOR BY A LETTER DATED JUNE 17, 1977, THAT THE PLAN AND RELATED TRUST WERE DESIGNED IN ACCORDANCE WITH THE APPLICABLE REGULATIONS OF THE INTERNAL REVENUE CODE (IRC). SUBSEQUENT TO THE ISSUANCE OF THIS DETERMINATION LETTER, THE PLAN WAS AMENDED. HOWEVER, THE SPONSOR AND PLAN MANAGEMENT BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC, AND THE PLAN AND RELATED TRUST CONTINUE TO BE TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS 1,730,013. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UNITED ADMINISTRATIVE SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | CHAIR AND CO-CHAIR REVIEW THE FORM |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UA LOCAL 467 VACATION TRUST FUND | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 776018224 | TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 501(C)(9) | N/A | 0 |
| UA LOCAL 467 DEFINED CONTRIBUTION PLAN | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 776007903 | TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
| UA LOCAL 467 DEFINED BENEFIT PLAN | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 942353807 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (149 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|
| A & B MECHANICAL INC | ||||||
| 24179 PARK STREET | HAYWARD | CA | 94544 | C | 0 | |
| AH DITTMANN PLBG CO | ||||||
| 941 SOUTH CLAREMONT ST | SAN MATEO | CA | 94402 | C | 0 | 942292453 |
| AGC INC | ||||||
| 745-B CAMDEN AVE | CAMPBELL | CA | 95008 | C | 0 | 770543045 |
| ABM BUILDING SOLUTIONS | ||||||
| 6200 GOODYEAR RD | BENICIA | CA | 94510 | C | 0 | 200357058 |
| ACCEL AIR SYSTEMS INC | ||||||
| 374 REED STREET | SANTA CLARA | CA | 95050 | C | 0 | |
| ACCO ENGRD SYSTEMS | ||||||
| 888 EAST WALNUT ST | PASADENA | CA | 91101 | C | 0 | 951625123 |
| AIR SYSTEMS INC | ||||||
| 940 REMILLARD CT | SAN JOSE | CA | 95122 | C | 0 | 651174056 |
| ALL BAY MECHANICAL | ||||||
| 107 N 27TH ST | SAN JOSE | CA | 95116 | C | 0 | 880321116 |
| ALL BAY PLUMBING | ||||||
| 6393 GALLETTA DR | NEWARK | CA | 94560 | C | 0 | |
| ALLIED HEATING & AIR COND | ||||||
| 12 DE LUCA PLACE | SAN RAFAEL | CA | 94901 | C | 0 | 680012119 |
| AMERICAN HONOR BUILDERS | ||||||
| 90 S SPRUCE AVE SUITE I | S SAN FRANCISCO | CA | 94080 | C | 0 | |
| ATS AIR CONDITIONING INC | ||||||
| 1466 SEAREEL PLACE | SAN JOSE | CA | 95131 | C | 0 | |
| AUTOMATED BLDG SOLU INC | ||||||
| 330 MATHEW ST | SANTA CLARA | CA | 95050 | C | 0 | |
| AUTOMATED SOLUTIONS GROUP | ||||||
| 2150 BERING DR | SAN JOSE | CA | 95131 | C | 0 | |
| AYOOB & PEERY PLUMBING CO | ||||||
| 975 INDIANA ST | SAN FRANCISCO | CA | 94107 | C | 0 | 942612017 |
| BACON PLUMBING CO INC | ||||||
| 1698 HUDSON ST | SAN FRANCISCO | CA | 94124 | C | 0 | |
| BAY CITY MECHANICAL | ||||||
| 4124 LAKESIDE DR | RICHMOND | CA | 94806 | C | 0 | 942651338 |
| BECKER ELECTRIC INC | ||||||
| PO BOX 2870 | SAN FRANCISCO | CA | 94126 | C | 0 | |
| BELLANTI PLUMBING INC | ||||||
| 121 SOUTH MAPLE AVE 10 | S SAN FRANCISCO | CA | 94080 | C | 0 | 942303321 |
| BIG PIPE MECHANICAL | ||||||
| 1485 BAYSHORE BLVD376 | SAN FRANCISCO | CA | 94124 | C | 0 | |
| BLUE WATER PLBG OF BURL | ||||||
| PO 117045 | BURLINGAME | CA | 94010 | C | 0 | 566045195 |
| BOSS ELECTRIC | ||||||
| 3555 PINE RIDGE WAY | SAN JOSE | CA | 00009 | C | 0 | |
| BRADY AIR CONDITIONING | ||||||
| 338 N CANAL ST 5 | S SAN FRANCISCO | CA | 94080 | C | 0 | 942926168 |
| BRADY AIR SERVICE INC | ||||||
| 338 NO CANAL ST 6 | S SAN FRANCISCO | CA | 94080 | C | 0 | 831811526 |
| BROADWAY MECH CONT INC | ||||||
| 873 81ST AVE | OAKLAND | CA | 94621 | C | 0 | 943111200 |
| BULLARD'S HEATING & AIR | ||||||
| 1255 22ND ST SUITE D | SAN FRANCISCO | CA | 94107 | C | 0 | |
| BURI BURI PLUMBING | ||||||
| 494 ALHAMBRA RD | S SAN FRANCISCO | CA | 94080 | C | 0 | |
| CAL PACIFIC PLUMBING SYS | ||||||
| 3785 BAYSHORE BLVD | BRISBANE | CA | 94005 | C | 0 | |
| CARRIER CORPATTN AMY | ||||||
| 5900 NORTHWOODS BUSS PRKW | CHARLOTTE | NC | 28269 | C | 0 | |
| CASTRO PLUMBING SERVICE | ||||||
| PO BOX 5216 | SAN JOSE | CA | 95150 | C | 0 | 770371271 |
| CHM MECHANICAL INC | ||||||
| 3480 ARDEN RD | HAYWARD | CA | 94545 | C | 0 | 711021828 |
| CITY MECHANICAL | ||||||
| 724 ALFRED NOBLE DR | HERCULES | CA | 94547 | C | 0 | 943120188 |
| CLI-METRICS SERVICE CO | ||||||
| 382 MARTIN AVE | SANTA CLARA | CA | 95050 | C | 0 | |
| CLIMATE PROS LLC | ||||||
| 2190 GLADSTONE CT STE E | GLENDALE HEIGHT | IL | 60139 | C | 0 | |
| COLD AIR REFRIGERATION | ||||||
| 825 ARNOLD DR STE 110 | MARTINEZ | CA | 94553 | C | 0 | |
| COLD ROOM SOLUTIONS INC | ||||||
| 1040 SERPENTINE LN ST 207 | PLEASANTON | CA | 94566 | C | 0 | 943395555 |
| COMFORT DYNAMICS | ||||||
| 823 ESTABROOK STREET | SAN LEANDRO | CA | 94577 | C | 0 | 911989303 |
| CONTROL AIR NORTH INC | ||||||
| 30655 SAN CLEMENTE ST | HAYWARD | CA | 94544 | C | 0 | |
| CP MECHANICAL | ||||||
| 720 S AMPHLETT BLVD | SAN MATEO | CA | 94402 | C | 0 | |
| CREATIVE PLUMBING DESIGNS | ||||||
| PO BOX 165 | SAN GREGORIO | CA | 94074 | C | 0 | |
| CRITCHFIELD MECH INC | ||||||
| 1901 JUNCTION AVE | SAN JOSE | CA | 95131 | C | 0 | 942423335 |
| DANIEL LARRATT PLUMBING | ||||||
| 944 TERMINAL WAY | SAN CARLOS | CA | 94070 | C | 0 | 912000682 |
| DAVE MCLAUGHLIN PLUMBING | ||||||
| 508 ANITA LANE | MILLBRAE | CA | 94030 | C | 0 | 943124631 |
| DDK MECHANICAL INC | ||||||
| 5761 FLORIN PERKINS RD 9 | SACRAMENTO | CA | 95828 | C | 0 | |
| DEGREE HVAC | ||||||
| 2566 BAY RD | REDWOOD CITY | CA | 94063 | C | 0 | 331142502 |
| DEHARO MECHANICAL INC | ||||||
| 1460 FIELDSHIRE CT | MORGAN HILL | CA | 95037 | C | 0 | |
| DENNCO AC | ||||||
| 912 WASHINGTON ST | SAN CARLOS | CA | 94070 | C | 0 | |
| DINELLI PLUMBING INC | ||||||
| 1160 CHESS DR SUITE 5 | FOSTER CITY | CA | 94404 | C | 0 | |
| DISTRICT COUNCIL #36 | ||||||
| C | 0 | |||||
| DORMATECH MECH SYST INC | ||||||
| 400 CONTRA COSTA ST | VALLEJO | CA | 94590 | C | 0 | |
| DPW INC | ||||||
| 203 EAST HARRIS AVENUE | S SAN FRANCISC | CA | 94080 | C | 0 | 943196729 |
| ECHELON FIRESTOP INC | ||||||
| PO BOX 2301 | STOCKTON | CA | 95201 | C | 0 | |
| EDGINGTON PLUMBING INC | ||||||
| 350 LINDBERGH AVE | LIVERMORE | CA | 94551 | C | 0 | |
| EGAN PLUMBING | ||||||
| 725 INDUSTRIAL RD A | SAN CARLOS | CA | 94070 | C | 0 | 680584341 |
| ENERGY MECHANIX INC | ||||||
| 1290 OLD COUNTY RD STE A | BELMONT | CA | 94002 | C | 0 | |
| ENVIRONMENTAL SYSTEMS INC | ||||||
| 3353 DELACRUZ BLVD | SANTA CLARA | CA | 95054 | C | 0 | |
| ENVISE | ||||||
| 7390 LINCOLN WAY | GARDEN GROVE | CA | 92841 | C | 0 | |
| ESTES COMMERCIAL REFRIG | ||||||
| 1400 POTRERO AVENUE | RICHMOND CA | CA | 94804 | C | 0 | 942199479 |
| FLUID MECHANICAL INC | ||||||
| 1008 BRANSTEN RD | SAN CARLOS | CA | 94070 | C | 0 | |
| FRANK DENNY PLBG | ||||||
| PO BOX 853 | MENLO PARK | CA | 94025 | C | 0 | 941436200 |
| FRANK M BOOTH INC | ||||||
| PO BOX 5 | MARYSVILLE | CA | 95901 | C | 0 | 941257060 |
| FREIGHT TRAIN REFRIGERATI | ||||||
| 300 BROADWAY ST SUITE 21 | SAN FRANCISCO | CA | 94133 | C | 0 | |
| GMP PROCESS PIPING INC | ||||||
| 45 COMMERCE PLACE UNIT B | VACAVILLE | CA | 95687 | C | 0 | |
| GRANT MECHANICAL INC | ||||||
| 1015 EDEN BOWER LANE | REDWOOD CITY | CA | 94061 | C | 0 | |
| HARRIS BAY AREA LLC | ||||||
| 99 SOUTH HILL DR | BRISBANE | CA | 94005 | C | 0 | |
| IC0M MECHANICAL INC | ||||||
| 477 BURKE STREET | SAN JOSE | CA | 95112 | C | 0 | |
| IES | ||||||
| 1512 SILICA AVE | SACRAMENTO | CA | 95815 | C | 0 | 680262819 |
| J W MCCLENAHAN CO | ||||||
| 2301 PALM AVE | SAN MATEO | CA | 94403 | C | 0 | 510649863 |
| JD COLLINS COMPANY | ||||||
| 361 LAVENDER WAY | OAKLEY | CA | 94561 | C | 0 | 680178366 |
| JOE KOCHER PLBG INC | ||||||
| 255 N SAN TOMAS AQUINO | CAMPBELL | CA | 95008 | C | 0 | |
| JOHNSON CONTROLS INC | ||||||
| 507 E MICHIGAN ST LD54 | MILWAUKEE | WI | 53202 | C | 0 | 390380010 |
| KDS PLUMBING INC | ||||||
| 2087 RINGWOOD AVE 10 | SAN JOSE | CA | 95131 | C | 0 | 770382221 |
| KEY MECHANICAL SVC CO | ||||||
| 19430 68TH AVE B | KENT | WA | 98032 | C | 0 | 942346461 |
| KIEWIT INFRASTRUCTURE W | ||||||
| 12720 I STREET | OMAHA | NE | 68137 | C | 0 | |
| KINETIC SYSTEMS INC | ||||||
| 4900 PROSPECTUS DR 500 | DURHAM | NC | 27713 | C | 0 | 942229569 |
| KINETICS MECHANICAL SVCS | ||||||
| 6336 PATTERSON PASS RD H | LIVERMORE | CA | 94550 | C | 0 | 770476369 |
| KLEMISH INC | ||||||
| 419 HELEN DR | MILLBRAE | CA | 94030 | C | 0 | |
| LARRATT BROS PLUMBING | ||||||
| BB ELMIRA ST UNIT A | SAN FRANCISCO | CA | 94124 | C | 0 | |
| LEFCO INC ATTNDIANE 1 | ||||||
| 650 LAS PLUMAS AVE STE G | SAN JOSE | CA | 95133 | C | 0 | 942268923 |
| LOCAL #38 | ||||||
| 1625 MARKET STREET | SAN FRANCISCO | CA | 94103 | C | 0 | |
| MJ MECHANICAL SERVICES | ||||||
| PO BOX 289 | SAN CARLOS | CA | 94070 | C | 0 | |
| MAINLINE PLUMBING | ||||||
| 5571 PLEASANT OAKS RD | VALLEY SPRINGS | CA | 95252 | C | 0 | |
| MARELICH MECHANICAL CO | ||||||
| 24041 AMADOR STREET | HAYWARD | CA | 94544 | C | 0 | 943305355 |
| MARINA MECHANICAL | ||||||
| 799 THORNTON STREET | SAN LEANDRO | CA | 94577 | C | 0 | |
| MATRIX HG INC | ||||||
| 115 MASON CIR STE B | CONCORD | CA | 94520 | C | 0 | |
| MC PLUMBING | ||||||
| 1011 16TH AVE | REDWOOD CITY | CA | 94063 | C | 0 | |
| MECHANICAL SERVICES LLC | ||||||
| 2021 LAS POSITAS CT 121 | LIVERMORE | CA | 94551 | C | 0 | |
| MESA ENERGY SYSTEMS INC | ||||||
| 2 CROMWELL | IRVINE | CA | 92618 | C | 0 | 330112640 |
| MIRAMAR PLUMBING | ||||||
| PO BOX 3033 | HALF MOON BAY | CA | 94019 | C | 0 | 943028349 |
| MONTEREY MECH | ||||||
| 8275 SAN LEANDRO ST | OAKLAND | CA | 94621 | C | 0 | 942614825 |
| MSR MECHANICAL LLC | ||||||
| 4501 CALIFORNIA CT | BENICIA | CA | 94510 | C | 0 | 825340082 |
| MURRAY COMPANY | ||||||
| 18414 S SANTA FE AVE | COMPTON | CA | 90221 | C | 0 | 951896727 |
| NATIONAL PENSION | ||||||
| C | 0 | |||||
| NORTHERN SERVICES INC | ||||||
| PO BOX 15489 | SAN FRANCISCO | CA | 94115 | C | 0 | |
| 0 C MCDONALD CO | ||||||
| 1150 W SAN CARLOS ST | SAN JOSE | CA | 95126 | C | 0 | 941393070 |
| OMAHA PIPE TRADES | ||||||
| C | 0 | |||||
| OMNI MECHANICAL SOLUTIONS | ||||||
| 1452 N VASCO RD 284 | LIVERMORE | CA | 94551 | C | 0 | |
| PACIFIC COAST TRANE SERV | ||||||
| 310 SOQUEL WAY | SUNNYVALE | CA | 94086 | C | 0 | |
| PACIFIC PLUMBING | ||||||
| 956 TERMINAL WAY | SAN CARLOS | CA | 94070 | C | 0 | |
| PAN PACIFIC PLUMBING CO | ||||||
| 18250 EUCLID ST | FOUNTAIN VLY | CA | 92708 | C | 0 | 951511203 |
| PARAGON MECHANICAL INC | ||||||
| PO BOX 2168 | MORGAN HILL | CA | 95038 | C | 0 | 770115209 |
| PERFORMANCE AIR SERVICE | ||||||
| 350 MATHEW ST | SANTA CLARA | CA | 95050 | C | 0 | 202596618 |
| PERFORMANCE MECHANICAL | ||||||
| PO BOX 1516 | PITTSBURG | CA | 94565 | C | 0 | 680064285 |
| PETALUMA MECHANICAL INC | ||||||
| 2040 PETALUMA BLVD | N PETALUMA | CA | 94952 | C | 0 | |
| PETERSON MECHANICAL | ||||||
| 21819 8TH STREET EAST | SONOMA | CA | 95476 | C | 0 | |
| PLUMBERS UA LOCAL #467 | ||||||
| 1519 ROLLINS ROAD | BURLINGAME | CA | 94010 | C | 0 | 940775047 |
| PLUMBING JOINT APP | ||||||
| 1519 ROLLINS ROAD | BURLINGAME | CA | 94010 | C | 0 | 941201260 |
| POMI MECHANICAL INC | ||||||
| 834 BRANSTEN RD | SAN CARLOS | CA | 94070 | C | 0 | 204151193 |
| PRIBUSS ENGINEERING INC | ||||||
| 523 MAYFAIR AVENUE | SSAN FRANCISCO | CA | 94080 | C | 0 | 941658691 |
| PRIME MECHANICAL | ||||||
| 296 WRIGHT BROTHER AVE | LIVERMORE | CA | 94551 | C | 0 | |
| PROS AT PRO PLUMBING INC | ||||||
| 50 WOODSIDE PLAZA 309 | REDWOOD CITY | CA | 94061 | C | 0 | |
| R & V REFRIGERATION | ||||||
| 654 SHELBORNE DR | TRACY | CA | 85377 | C | 0 | |
| REC- LOCAL 32 SEATTLE ARE | ||||||
| 11724 NE 195TH ST | BOTHELL | WA | 98011 | C | 0 | |
| RECIP - LOCAL 150 | ||||||
| PO BOX 1449 | GOODLETTSVILLE | TN | 37070 | C | 0 | |
| RECIP - SO CALIFORNIA | ||||||
| C | 0 | |||||
| RECIP-WAST PLBG & PIPE | ||||||
| C | 0 | |||||
| RECIPROCITY - LOCAL #12 | ||||||
| C | 0 | |||||
| RECIPROCITY - LOCAL #159 | ||||||
| 160 AIRWAY BLVDEET | LIVERMORE | CA | 94550 | C | 0 | |
| RECIPROCITY - LOCAL #27 | ||||||
| C | 0 | |||||
| RECIPROCITY - LOCAL #350 | ||||||
| C | 0 | |||||
| RECIPROCITY - LOCAL 290 | ||||||
| 1305 SW 12TH AVENUE | PORTLAND | OR | 97201 | C | 0 | |
| RECIPROCITY LOCAL 344 | ||||||
| 4337 SW 44 | OAKLAHOMA CITY | OK | 73119 | C | 0 | |
| RECIPROCITY-LOCAL 234 | ||||||
| 5411 CASSIDY RD | JACKSONVILLE | FL | 32254 | C | 0 | |
| RECIPROCITY-LOCAL 342 | ||||||
| C | 0 | |||||
| RECIPROCITY-LOCAL 343 | ||||||
| C | 0 | |||||
| RECIPROCITY-LOCAL 393 | ||||||
| C | 0 | |||||
| RECIPROCITY-LOCAL 447 | ||||||
| C | 0 | |||||
| REFRIGERATION SOLUTIONS | ||||||
| 4119 S MARKET CT | SACRAMENTO | CA | 95834 | C | 0 | |
| RESCUE AIR SYSTEMS INC | ||||||
| 751 LAUREL STREET 416 | SAN CARLOS | CA | 94070 | C | 0 | |
| RIGNEY PLUMBING INC | ||||||
| 860 GOSSAGE AVE | PETALUMA | CA | 00009 | C | 0 | |
| RMI MECHANICAL CONT INC | ||||||
| 1385 LOWRIE AVE S | SAN FRANCISCO | CA | 94080 | C | 0 | |
| ROBERTS FIRESTOP SPECIALI | ||||||
| 3239 LAKESHORE COURT | STOCKTON | CA | 95219 | C | 0 | |
| ROUNTREE PLUMBING | ||||||
| 1624 SANTA CLARA DR 130 | ROSEVILLE | CA | 95661 | C | 0 | 941717635 |
| S & S PLUMBING COMPANY | ||||||
| 130 ALTA LOMA DRIVE S | SAN FRANCISCO | CA | 94080 | C | 0 | |
| SE PIPE LINE CONS INC | ||||||
| 11832 SO BLOOMFIELD AVE | SANTA FE SPRING | CA | 90670 | C | 0 | 951600027 |
| SERVICE UNLIMITED | ||||||
| 1300 INDUSTRIAL RD 9 | SAN CARLOS | CA | 94070 | C | 0 | 942693916 |
| SIEMENS | ||||||
| 25821 INDUSTRIAL BLVD 300 | HAYWARD | CA | 94545 | C | 0 | 132762488 |
| SILICON VALLEY MECHANICAL | ||||||
| 2115 RINGWOOD AVENUE | SAN JOSE | CA | 95131 | C | 0 | 464540945 |
| SOUTHLAND INDUSTRIES | ||||||
| 12131 WESTERN AVE | GARDEN GROVE | CA | 92841 | C | 0 | 951596533 |
| STEPHAN CIARI PLBG & HTG | ||||||
| 1054 ELM STREET | SAN JOSE | CA | 95126 | C | 0 | |
| SUNBELT CONTROLS INC | ||||||
| 888 E WALNUT ST | PASADENA | CA | 91101 | C | 0 | |
| THERMA | ||||||
| 1601 LAS PLUMAS AVENUE | SAN JOSE | CA | 95133 | C | 0 | 941745020 |
| THERMAL MECHANICAL | ||||||
| 425 ALDO AVE | SANTA CLARA | CA | 95050 | C | 0 | 941682162 |
| U A LOCAL 467 | ||||||
| 1519 ROLLINS ROAD | BURLINGAME | CA | 94010 | C | 0 | 940775047 |
| UNDERGROUND CONSTRUCTION | ||||||
| 5145 INDUSTRIAL WAY | BENICIA | CA | 94510 | C | 0 | 760575471 |
| UNITED MECHANICAL INC | ||||||
| 2185 OAKLAND RD | SAN JOSE | CA | 95131 | C | 0 | 542095461 |
| W L HICKEY SONS INC | ||||||
| 930 E CALIFORNIA AVE | SUNNYVALE | CA | 94085 | C | 0 | 941073393 |
| WESTERN ALLIED MECH INC | ||||||
| 1180 OBRIEN DRIVE | MENLO PARK | CA | 94025 | C | 0 | 770606923 |
| WHITE WATER PLUMBING INC | ||||||
| 1 AVENUE OF THE PALMS | SAN FRANCISCO | CA | 00009 | C | 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 | PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION. | ExplanationTxt |