2025-10-06T16:57:27-05:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 776113549 Northern California Sheet Metal Workers Health Care Plan % BENESYS INC NORT 9252089992 3240B Constitution Drive Livermore CA 94551 FRED LATU Chair 9252089992 2025-10-02 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z FRED LATU PO BOX 1677 SAN RAMON CA 94583 42037446 false X N/A X 1995 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 8 0 0 0 0 0 0 0 32828809 34830227 739403 1014093 296499 9181 33864711 35853501 0 0 27100703 30060044 0 0 0 0 0 1749450 1791110 28850153 31851154 5014558 4002347 38250139 43842555 10821778 11645977 27428361 32196578 X TO PROVIDE HEALTH AND WELFARE BENEFITS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS. false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 28 0 true 0 false false false false false false false false X 8 0 false true false false false false false true false false false true true true true true true false false false CA X BENESYS INC 9252089992 3240B CONSTITUTION DRIVE LIVERMORE CA 94551 X SAL ROTOLO CHAIR - TERM - AUGUST 2024 2.0 0.0 X X 0 0 0 FRED LATU CHAIR 2.0 0.0 X X 0 0 0 STAN CAPELLI CO-CHAIR 2.0 0.0 X X 0 0 0 RICK WERNER TRUSTEE 2.0 0.0 X 0 0 0 COREY VAN RYS TRUSTEE 2.0 0.0 X 0 0 0 STEVE ALARCON TRUSTEE 2.0 0.0 X 0 0 0 DUSTIN SACCONE TRUSTEE 2.0 0.0 X 0 0 0 GARY MYERS TRUSTEE 2.0 0.0 X 0 0 0 CHRIS MAY TRUSTEE 2.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS INC 3240B CONSTITUTION DRIVE LIVERMORE CA 94551 CONTRACT ADMIN 985415 CALIFORNIA PHYSICIANS' SERVICE 50 Beale Street 20th Floor SAN FRANCISCO CA 94105 PPO NETWORK FEES 220489 Delta Dental 560 Mission ST 1300 SAN FRANCISCO CA 94105 PPO NETWORK FEES 105232 3 0 EMPLOYER CONTRIBUTIONS 900099 27946634 27946634 PARTICIPANT CONTRIBUTIONS 900099 4177365 4177365 MEDICARE PART D SUBSIDY 900099 273537 273537 PRESCRIPTION REBATES 900099 2432691 2432691 34830227 1238532 1238532 0 0 0 0 0 5959506 6183945 -224439 -224439 -224439 0 0 0 0 0 0 0 0 0 LITIGATION PROCEEDS 900099 9181 9181 9181 35853501 34839408 0 1014093 0 0 0 30060044 0 0 0 0 0 0 1007519 87029 48590 0 0 34488 527300 0 83379 0 0 0 0 0 983 0 0 0 1822 31851154 X -57092 153965 11468796 14604659 0 0 6974062 7379684 0 0 0 0 0 0 0 0 33284 62726 0 0 19831089 21641521 0 0 0 0 0 0 0 0 38250139 43842555 267485 310862 0 0 322293 320115 0 0 0 0 0 0 0 0 0 0 10232000 11015000 10821778 11645977 X 0 0 0 0 27428361 32196578 27428361 32196578 38250139 43842555 4002347 765870 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 8975000 CLAIMS PAYABLE AND IBNR 2040000 11015000 X 36584883 765870 765870 35819013 34488 34488 35853501 31033666 31033666 34488 783000 817488 31851154 FORM 990, PART X, LINE 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2024 and 2023, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. FORM 990, SCHEDULE D, PART XII, LINE 4B: CHANGES IN BENEFIT OBLIGATIONS: $783,000 FORM 990, PART VI, SECTION A, LINE 3: THE TRUST HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO EACH GOVERNING BODY MEMBER. REVIEW OF FORM 990 WAS CONDUCTED BY THE BOARD OF TRUSTEES (THE GOVERNING BOARD) PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ANNUALLY, TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTING INTEREST IS FULLY DISCLOSED AND DOCUMENTED IN WRITING; THE TRUSTEE OR FIDUCIARY WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND APPROVAL OF SUCH TRANSACTION IS DEPENDENT ON THE TRUSTEES DETERMINING THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE TRUST AND THE TERMS OF THE TRANSACTION ARE FAIR WITH RESPECT TO TERMS AVAILABLE THROUGH ARMS LENGTH TRANSACTIONS IN THE MARKETPLACE. FORM 990, PART VI, SECTION B, LINE 15: THE PLAN'S TRUSTEES ARE NOT PAID FOR THEIR SERVICES TO THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. INTERNATIONAL ASSN OF SMART NO 104 3232 Constitution Drive Livermore CA 94551 940859420 Labor Union CA 501(C)(5) N/A NA false false false false false false false false false false false false false false false false false false false false SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 86 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION, OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRAIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED IN PART VIIBELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABM BUILDING SOLUTIONS, ACCO ENGINEERED SYSTEMS AIR CONTROL BALANCE, IN AIR SQUARED MECHANICAL AIR SYSTEMS SERVICE & C AIR SYSTEMS, INC. AIRCO MECHANICAL INC. ALLIANCE ENVIRONMENTAL AMERICAN MECHANICAL SYS B N MECHANICAL INC BLOCKA CONSTRUCTION INC BONESO PLUMBING & MECHA BOS SHEET METAL BRICE MECH. CONTRACTORS BROWN S/M & MECHANICAL CA DEPT PRISON-CDCR REG CALIFORNIA SHEET METAL, CALIFORNIA UNITED MECH. CAPITAL SHEET METAL WRK CHAMPION INDUSTRIAL CIRCO SYSTEM BALANCE, I CL HEATING AND AIR, INC COMFORT AIR, INC. CONTROL AIR ENTERPRISES CORE CONSTRUCTION BUILD CRITCHFIELD MECHANICAL DEBELLA MECHANICAL, INC DIV 15 TECH, INC. DKM HEATING & A/C, INC. DUCTMATE IND INC EMCOR ARC SERVICE FRANK M BOOTH INC FRED HILL MECHANICAL, I HOLDER A/C & HEATING INDOOR ENVIRONMENTAL SE INLAND AIR BALANCE INTECH MECHANICAL CO., J. BOONE MECHANICAL, IN KAMRAN METALWORKS, INC KEY AIR CONDITIONING KINETICS MECH SERVICE I LAWSON MECH. CONTRACTOR LEVEL UP STEEL, INC. M BAR C CONSTRUCTION, I M.E.S.A. 3, INC M2 ENERGY SERVICES, INC MCCLANAHAN, INC. MCCLELLAND AIR CONDITIO MODESTO AREA SHEET META NATIONAL AIR BALANCE NATIONAL ENERGY MGMT IN NEW ENGLAND S/M AND MEC NICRO INC NIECO CORPORATION OJV CONSTRUCTION, INC. OMNI SHEET METAL, INC. PACIFIC TEST & BALANCE, PAN-PACIFIC MECHANICAL PATTON SHEET METAL WORK RAGLEN SYSTEM BALANCE RAM MECHANICAL, INC. RECIP L085 RS ANALYSIS, INC. S/M IND JOINT APP COMM S3H MECHANICAL SACRAMENTO VALLEY APPRE SHEET METAL WORKERS 104 SMITH HEATING AIR COND SMITH MECHANICAL-ELECT. SOUTHLAND INDUSTRIES STRATEGIC MECHANICAL IN SUNSET CONSTRUCTION AND T.A.B.C.O. THERMALAIR, INC. THP MECHANICAL LLC T-I LOCAL 104 T-I LOCAL 177 T-I LOCAL 206 T-I LU 359 ARIZONA TRUS TOP NOTCH MECHANICAL, I TOWN & COUNTRY HEATING TRADEWINDS COOLING, LLC VALLEY MECHANICAL SYSTE W A CALL MFG CO WAGNER MECHANICAL WESTERN STATES COUNCIL