STRATEGY STUDIO / PUBLIC DATA EXPLORER

PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND (EIN 94-6082955)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023219349314057
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

FieldValueIRS element (for citing)
Return2020-11-16T14:18:54-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13130 CROW CANYON PL STE 300AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945831386ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946082955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIPE TRADES DISTRICT COUNCIL #36 HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone9258334314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY NO 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT STRAWBRIDGEPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone9258334314PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA MONTGOMERY CPAPreparerPersonNm
PTINP00232100PTIN
Phone9254804000PhoneNum
Preparation2020-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.110.55.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm14:18:30IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id327E456370A643C83A1BB4325D39191A230D016AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT STRAWBRIDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY NO 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,966,845GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$27,540,998PYProgramServiceRevenueAmt
CY Program Service Revenue$26,279,874CYProgramServiceRevenueAmt
PY Investment Income$245,571PYInvestmentIncomeAmt
CY Investment Income$353,633CYInvestmentIncomeAmt
PY Other Revenue$1,030,385PYOtherRevenueAmt
CY Other Revenue$329,913CYOtherRevenueAmt
PY Total Revenue$28,816,954PYTotalRevenueAmt
CY Total Revenue$26,963,420CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,290,166PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$23,237,869CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$62,385PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$70,873CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,305,092PYOtherExpensesAmt
CY Other Expenses$1,646,398CYOtherExpensesAmt
PY Total Expenses$21,657,643PYTotalExpensesAmt
CY Total Expenses$24,955,140CYTotalExpensesAmt
PY Revenues Less Expenses$7,159,311PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,008,280CYRevenuesLessExpensesAmt
Total Assets BOY$43,089,487TotalAssetsBOYAmt
Total Assets EOY$48,009,803TotalAssetsEOYAmt
Total Liabilities BOY$12,735,334TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,621,055TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,354,153NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,388,748NetAssetsOrFundBalancesEOYAmt
MissionNONE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,700 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9258334314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY NO 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANDREW BOOTH
TRUSTEE5.0025.00Yes (X)$0$0$0
LONNIE PETTY
TRUSTEE5.0025.00Yes (X)$0$0$0
BLUE WILSON
TRUSTEE5.0025.00Yes (X)$0$0$0
DANNY WRIGHT
TRUSTEE5.0025.00Yes (X)$0$0$0
BILL TAYLOR
CO-CHAIRMAN5.0025.00Yes (X)$0$0$0Yes (X)
SCOTT STRAWBRIDGE
CHAIRMAN5.0025.00Yes (X)$0$0$0Yes (X)
MARK MULLINER
TRUSTEE5.0025.00Yes (X)$0$0$0
STEVE MACARTHUR
TRUSTEE5.0025.00Yes (X)$0$0$0
DUSTIN SACCONE
TRUSTEE5.0025.00Yes (X)$0$0$0
CHAD PETTY
TRUSTEE5.0025.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KAISER FOUNDATION HEALTH PLAN
WORLDWAY POSTAL CENTER PO BOX 8020LOS ANGELESCA90080CLAIMS ADMINISTRATOR$4,466,889
COSTCO WHOLESALE
999 LAKE DRIVEISSAQUAHWA98027CLAIMS ADMINISTRATOR$3,436,281
UNITED HEALTHCARE
PO BOX 371362PITTSBURGPA15250CLAIMS ADMINISTRATOR$1,427,792
DELTA DENTAL OF CALIFORNIA
PO BOX 44460SAN FRANCISCOCA941440460CLAIMS ADMINISTRATOR$1,295,976
ACCO ENGINEERED SYSTEMS
888 E WALNUT STREETPASADENACA91101MAINTENANCE$637,024
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTION900099$23,878,814$23,878,814
PARTICIPANT CONTRIBUTIONS900099$2,401,060$2,401,060
FieldValueIRS element (for citing)
Total Program Service Revenue$26,279,874TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,701TotalRevenueColumnAmt
Exclusion$280,701ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,076,357SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,003,425SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$72,932SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,932TotalRevenueColumnAmt
Exclusion$72,932ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME900099$220,922$220,922
MEDICARE PART D REIMBURSEMENT900099$107,395$107,395
LIQUIDATED DAMAGES900099$1,596$1,596
FieldValueIRS element (for citing)
Other Revenue Total$329,913OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,963,420TotalRevenueColumnAmt
Related Or Exempt Func Income$26,609,787RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$353,633ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$23,237,869TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$70,873TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$537,900TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,444TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,902TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$61,174TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$76,977TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,148TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,463TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MED CONSULT/ADMIN$649,271
CONSULTANT$158,088
REIMBURSEMENT TO OTHER$68,302
BANK FEES$8,092

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,637TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,955,140TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,415,918BOYAmt
EOY$27,879,714EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,004,787BOYAmt
EOY$3,252,235EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,580,998BOYAmt
EOY$1,908,020EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,960BOYAmt
EOY$126,549EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,512,783BOYAmt
EOY$13,853,671EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,558,041BOYAmt
EOY$989,614EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,089,487BOYAmt
EOY$48,009,803EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$221,785BOYAmt
EOY$21,918EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,513,549BOYAmt
EOY$15,599,137EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,735,334BOYAmt
EOY$15,621,055EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$30,354,153BOYAmt
EOY$32,388,748EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,354,153BOYAmt
EOY$32,388,748EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,089,487BOYAmt
EOY$48,009,803EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,008,280ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$26,315NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
BENEFIT OBLIGATIONS$15,515,803
RECIPROCITY PAYABLE$74,358
DUE TO OTHER TRUSTS$8,976
FieldValueIRS element (for citing)
Total Liability$15,599,137TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,928,561TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$26,315NetUnrealizedGainsInvstAmt
Revenue Not Reported$26,315RevenueNotReportedAmt
Revenue Subtotal$26,902,246RevenueSubtotalAmt
Investment Expenses Not Incld$61,174InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$61,174RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,963,420TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,775,439TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$21,775,439ExpensesSubtotalAmt
Investment Expenses Not Incld2$61,174InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,118,527OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,179,701ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,955,140TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS 3,118,527.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LONNIE PETTY, TRUSTEE, IS RELATED TO CHAD PETTY, TRUSTEE.
FORM 990, PART VI, SECTION A, LINE 3THE 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, ZENITH AMERICAN SOLUTIONS.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BCHAIR AND CO-CHAIR REVIEW THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 2CTHE 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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PIPE TRADES DISTRICT COUNCIL #36 LABOR MANAGEMENT COMMITTEE
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566776062055TO FACILITATE COMMUNICATION AND ORGANIZATIONAL EFFECTIVENESSCA501(C)(5)N/A0
PIPE TRADES DISTRICT COUNCIL #36 APPRENTICE TRAINING FUND
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566922339560TO PROVIDE CONTINUED TRAINING TO MEMBERS OF THE PARTICIPANTS UNION LOCALSCA501(C)(5)N/A0
PIPE TRADES DISTRICT COUNCIL #36 HIRING HALL ADMINISTRATION FUND
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566942822741TO PROVIDE FUNDING FOR THE OPERATION OF THE JOINT HIRING HALLSCA501(C)(5)N/A0
PIPE TRADES DISTRICT COUNCIL #36 PENSION TRUST FUND
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566946082956TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBACA401AN/A0
PIPE TRADES DISTRICT COUNCIL #36 DEFINED CONTRIBUTION PLAN
7180 KOLL CENTER PARKWAY SUITE 200PLEASANTONCA94566946082956TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBACA401AN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONSFormAndLineReferenceDesc
ExplanationIN 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