U A LOCAL 393 HEALTH & WELFARE TR: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- U A LOCAL 393 HEALTH & WELFARE TR (EIN 94-6401544)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349306640
- 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 | 2020-11-16T10:53:25-06:00 | 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 | 946401544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U A LOCAL 393 HEALTH & WELFARE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UALO | BusinessNameControlTxt |
| Phone | 4084368210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 TECHNOLOGY DRIVE SUITE 570 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE FLORES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4084368210 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THERESA MONTGOMERY CPA | PreparerPersonNm |
| PTIN | P00232100 | PTIN |
| Phone | 9254804000 | PhoneNum |
| Preparation | 2020-11-15 | 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 | 2020-11-16 | IPDt |
| IP Tm | 10:43:44 | IPTm |
| IP Timezone | PS | 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 | STEVE FLORES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 TECHNOLOGY DRIVE SUITE 570 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,455,286 | 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 | TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 355 | TotalEmployeeCnt |
| Total Volunteers | 10 | 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 | $61,534,925 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,566,482 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,014,689 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,639,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $639,637 | PYOtherRevenueAmt |
| CY Other Revenue | $792,685 | CYOtherRevenueAmt |
| PY Total Revenue | $66,189,251 | PYTotalRevenueAmt |
| CY Total Revenue | $75,998,955 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $54,002,656 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $64,688,156 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $95,831 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $87,365 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,192,727 | PYOtherExpensesAmt |
| CY Other Expenses | $2,241,437 | CYOtherExpensesAmt |
| PY Total Expenses | $56,291,214 | PYTotalExpensesAmt |
| CY Total Expenses | $67,016,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,898,037 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,981,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $135,689,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,843,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,514,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,580,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,174,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $90,262,292 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & 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 | 988 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 355 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4084368210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1731 TECHNOLOGY DRIVE SUITE 570 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE FLORES | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEX HALL | ||||||
| CO-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY GLENN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY GONZALES | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD NICHOLS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KARL BAUMHECKEL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL J VLAMING | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LEROY GINN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM WHALEN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WAYD LA PEARLE | ||||||
| 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS ADMINISTRATORS | |||||
| 1731 TECHNOLOGY BLVD SUITE 570 | SAN JOSE | CA | 95110 | CONTRACT ADMINISTRATOR | $656,142 |
| DELTA DENTAL | |||||
| 100 FIRST STREET | SAN FRANCISCO | CA | 94105 | BENEFIT ADMIN EXPENSE | $347,749 |
| BLUE CROSS OF CALIFORNIA | |||||
| 21555 OXNARD STREET | WOODLAND HILLS | CA | 91367 | BENEFIT ADMIN EXPENSE | $185,025 |
| RXEDO INC | |||||
| PO BOX 678586 | DALLAS | TX | 75267 | BENEFIT ADMIN EXPENSE | $157,543 |
| KAUFMANN & GOBLE | |||||
| 160 W SANTA CLARA ST STE 1550 | SAN JOSE | CA | 95113 | BENEFIT CONSULTING FEES | $117,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $57,942,808 | $57,942,808 |
| ERA CONTRIBUTIONS | 900099 | $7,577,057 | $7,577,057 |
| COBRA CONTRIBUTIONS | 900099 | $46,617 | $46,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,566,482 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,159,827 | TotalRevenueColumnAmt |
| Exclusion | $4,159,827 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,936,292 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,456,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,479,961 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,479,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,479,961 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $449,539 | $449,539 |
| MEDICARE D SUBSIDY | 900099 | $328,203 | $328,203 |
| LIQUIDATED DAMAGES | 900099 | $14,943 | $14,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $792,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,998,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,839,128 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,159,827 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,688,156 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,365 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,142 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,231 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,279 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,401 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,290 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,301 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,247 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| POSTAGE | $43,995 |
| PRINTING | $27,344 |
| MISCELLANEOUS | $9,667 |
| PCORI FEES | $9,540 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,016,958 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,317 | BOYAmt |
| EOY | $2,416,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,259,946 | BOYAmt |
| EOY | $6,753,468 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,713,240 | BOYAmt |
| EOY | $5,188,698 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,290 | BOYAmt |
| EOY | $9,366 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,371,144 | BOYAmt |
| EOY | $145,988,840 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,195 | BOYAmt |
| EOY | $486,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,689,132 | BOYAmt |
| EOY | $160,843,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,148 | BOYAmt |
| EOY | $372,505 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,773,730 | BOYAmt |
| EOY | $70,208,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,514,878 | BOYAmt |
| EOY | $70,580,795 | 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 | $75,174,254 | BOYAmt |
| EOY | $90,262,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,174,254 | BOYAmt |
| EOY | $90,262,292 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,689,132 | BOYAmt |
| EOY | $160,843,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,981,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,106,041 | 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 (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER FUNDS | $485,980 |
| GROUP INSURANCE PREMIUMS PAYABLE | $4,240,356 |
| SELF-FUNDED BENEFIT CLAIMS PAYABLE | $3,864,975 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,875,800 |
| BANK OF HOURS LIABILITY | $19,422,000 |
| PARTICIPANT RESERVE ACCOUNT | $40,103,721 |
| DUE TO BROKER FOR SECURITIES PURCHASED | $215,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $70,208,290 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $81,933,595 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,106,041 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,106,041 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,827,554 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $171,401 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $171,401 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,998,955 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,825,541 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,825,541 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $171,401 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,020,016 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,191,417 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,016,958 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLANS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 25, 1955, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLANS' FUNDING POLICIES, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2019 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLANS AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAXEXEMPT STATUS OF THE TRUST. THE PLANS' ADMINISTRATOR BELIEVES THAT THE PLANS ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE BELIEVES THAT THE RELATED TRUST IS TAXEXEMPT. 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 IRS. 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 NET BENEFIT OBLIGATION 10,020,016. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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, BENESYS ADMINISTRATORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE PLAN DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEW WITH BOARD OF TRUSTEES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO ALL PLAN PARTICIPANTS. |
| FORM 990, PART XI, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| U A LOCAL 393 PENSION TRUST FUND | |||||||||
| 1731 TECHNOLOGY DRIVE SUITE 570 | SAN JOSE | CA | 95110 | 946359772 | TO PROVIDE PENSION AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401(A) | N/A | 0 |
| U A LOCAL 393 TRUST FUND DEFINED CONTRIBUTION | |||||||||
| 1731 TECHNOLOGY DRIVE SUITE 570 | SAN JOSE | CA | 95110 | 946075617 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBA | CA | 401(B) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (160 entries)
| GREATER BAY AREA ASSOCIPLUMG HETNG COOLING |
| NORTHERN CALIF MECHANICCONTRACTORS ASSOCIATION |
| SANTA CLARA CONTRACTORS |
| ICUMIC INDUSTRIAL CONTRUMIC - INTEREST ONLY |
| MEMBER ADVOCATECO GOSIA GATES |
| UA LOCAL 393 |
| UALOCAL 393 - JATC |
| OTAVILLA MECHANICAL CON |
| A & B MECHANICAL INC |
| ABC PLUMBING INC |
| ACCEL AIR SYSTEMS INC |
| ASCO SERVICE INC |
| ABM BUILDING SOLUTIONS |
| ADVANCED PIPING DESIGN |
| ADVANCED PNEUMATIC TUBE |
| ADVNC AIR TECHNOLOGIES |
| ACCO ENGINEERED SYSTEMS |
| AIR SYSTEMS SERVICECON |
| AIR SYSTEMS INC DBA EN |
| AIRTECH MECH INC |
| ALL BAY MECHANICAL |
| ALL TEMP SERVICE AIR CO |
| AMERICAN CONTRACTOR IN |
| AMORES PLUMBING COMPANY |
| DOWDLE & SONS MECH IN |
| APEX MECHANICAL INC |
| ARC PERFECT SOLUTIONS |
| AUTOMATED BUILDING CONT |
| AUTOMATED SOLUTIONS GRO |
| BAY CITY MECHANICAL SER |
| BAY CITY MECHANICAL INC |
| BENICIA PLUMBING INC |
| BIM DESIGNS INCORPORATE |
| BLUE STAR PLUMBING |
| BONESO BROTHERS CONSTR |
| F M BOOTH INC |
| COMMERCIAL REF SPECIAL |
| C & S MECHANICAL INC |
| CALIFORNIA CLIMATE SYST |
| CAL PACIFIC PLUMBING SY |
| CASTRO PLUMBING SERIN |
| CHAMPION INDUSTRIAL CON |
| CHM MECHANICAL |
| CLIMATE PROS LLC |
| COOL BREEZE REFRIGERATI |
| CONTROL AIR NORTH INC |
| COLD ROOM SOLUTIONS IN |
| COLD CRAFT INC |
| COLD AIR REFRIGERATION |
| CONTROL AIR ENTERPRISES |
| CRITCHFIELD MECHANICAL |
| CROZ CUSTOM METAL FABRI |
| DEGREE HVAC |
| DAIKIN APPLIED |
| DANIEL MECHANICAL SERVI |
| DANIEL LARRATT PLUMBINGDBA DLI MECHANICAL |
| DEBELLA MECHANICAL |
| DEHARO MECHANICAL INC |
| DINELLI PLUMBING INC |
| MTECH CORP |
| DORMATECH MECHANICAL SYINC |
| ENVISE |
| ESTES COMMERCIAL REFRIG |
| ENVIRONMENTAL SYS 2 |
| FREIGHT TRAIN REFRIGERA |
| W L HICKEY SONS INC |
| HONEYWELL INC |
| JOHNSON CONTROLS INCSSC PAYROLL |
| INDOOR ENVIRONMENTAL SE |
| ICOM MECHANICAL INC |
| J MCCABE PLUMBING INC |
| INTECH MECHANICAL COMPA |
| KAMRAN METALWORKS INC |
| KDS PLUMBING INC |
| KEY REFRIGERATION CODBA KEY MECHANICAL |
| KINETIC SYSTEMS INC |
| KINETICS MECH SER IN |
| JOE KOCHER PLUMBING IN |
| KLEMISH INC |
| L J KRUSE |
| J SOARES PLUMBING INC |
| LAWSON MECHANICAL CONTR |
| LEFCO INC |
| LEFEVRE WELDING |
| O C MC DONALD CO |
| MJ MECHANICAL SERVICE |
| MARELICH MECH COINC |
| THERMA LLC |
| RAY L HELLWIG MECHANICA |
| MARKEN MECHANICAL SERVI |
| MECHANICAL INCORPORATED |
| MATRIX HG INC |
| MICHAEL VENOSTA PLUMBIN |
| MESA ENERGY SYSTEMS |
| PACIFIC COAST TRANE SER |
| S AND R MECHANICAL |
| MURRAY PLUMBING AND HEADBA MURRAY COMPANY |
| MSR MECHANICAL INC |
| NEW ENGLAND SHEET METALMECHANICAL CO |
| OCEAN PARK MECHANICAL I |
| OMNI MECHANICAL SOLUTIO |
| PACIFIC PLUMBING INC |
| JET MECHANICAL INC |
| PERFORMANCE MECH INC |
| PERFORMANCE AIR SERIN |
| EDGINGTON PLUMBING |
| J R PIERCE PLUMB |
| PPMC |
| PRIBUSS ENGINEERING |
| PRO TEMP MECHANICAL IN |
| PARAGON MECHANICAL |
| PRIME MECHANICAL |
| QUALTECH MECHANICAL |
| MONSTER MECHANICAL INC |
| RESCUE AIR SYSTEMS INC |
| PAN PACIFIC MECHANICAL |
| RODRIGUEZ SHEET METALR |
| ROUNTREE PLUMBING&HEATI |
| SAN JOSE WATER COMPANY |
| SCHECK INDUSTRIES |
| SILICON VALLEY MECHANIC |
| SERVICE UNLIMITED INC |
| SOUTH BAY PIPING INDUST |
| SOUTHLAND INDUSTRIES |
| F W SPENCER |
| STEPHEN CIARI PLBG & HE |
| SUNBELT CONTROLS INC |
| THERMAL MECHANICAL |
| AXIS MECHANICAL INC |
| CLI-METRICS SERVICE COM |
| TOTAL FACILITY SOLUTION |
| UNITED MECHANICAL INC |
| UNITED COMFORT SOLUTION |
| VAL'S PLMBG & HTG INC |
| AGC INC |
| WESTERN ALLIED MECH I |
| WEST VALLEY CONST |
| JW MCCLENAHAN CO |
| PACIFIC RIM PLUMBING I |
| T-I LU 26 WESTERN WASHISUPPLEMENTAL PENSION |
| T-I LU 32SEATTLE AREA P |
| T-I LU 36DISTRICT #36 RECIPROCITY |
| T-I LU 38UA LOCAL 38 |
| T-I S CALIFORNIA PIPE |
| T-I LU 140UTAH PIPE TRADES TRUST |
| T-I LU 146 UA LOCAL 146 |
| T-I LU 290 |
| T-I LU 296IDAHO PIPE TRADES TRUST |
| T-I LU 296 IDAHOIDAHO PIPE TRADES TRUST |
| T-I LU 342NO CA PIPE TRADES |
| T-I LU 344PLUMBERS PIPEFITTERS |
| T-I LU 350UA LOCAL 350 |
| T-I LU 400 |
| T-I LU 447UA LOCAL 447 |
| T-I LU 467UA LOCAL 467 |
| T-I ARIZONA PIPE TRADES |
| T-I LU 525 |
| T-I LU 675PAMCAH-UA LOCAL 675 |
| T-I LOCAL 725 PIPEFITTE |
| T-I LU 891WASHINGTON STATE PLUMBING |
| 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 |