2025-10-23T16:06:13-04:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946171641 STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN % HS&BA STAT 9252082280 4160 DUBLIN BOULEVARD Suite 100 DUBLIN CA 945687756 TIMOTHY EGGEN TRUSTEE 9252082280 2025-10-21 true true JASMINE S BAKER P01452246 9252779100 2024 2025-03-06 01:10:19Z X TIMOTHY EGGEN 4160 DUBLIN BOULEVARD 100 DUBLIN CA 945687756 185383205 false X N/A X 1965 CA TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 6 0 99 0 0 0 0 0 110097840 119094715 6793915 8293630 3672 0 116895427 127388345 0 0 102148785 109938055 0 0 0 0 0 2378971 2503503 104527756 112441558 12367671 14946787 196236998 218753036 22399638 27428604 173837360 191324432 X TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS OF THIS MULTIEMPLOYER PLAN AND THEIR DEPENDENTS. false false PROVIDED HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OF THIS MULTIEMPLOYER PLAN. false 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 115 0 true 99 true false false false false false false false false X 6 0 false true false false false false false true false false false true true true true true true false false false CA X HSBA 9252082280 4160 DUBLIN BOULEVARD 100 DUBLIN CA 945687756 X TIMOTHY EGGEN CHAIRMAN 1.0 0.0 X X 0 0 0 DANNY MURTAGH CO-CHAIR 1.0 0.0 X X 0 0 0 JERRY KALMAR TRUSTEE- term. 11/2024 1.0 0.0 X 0 0 0 JIM JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 David Philpott TRUSTEE 1.0 0.0 X 0 0 0 BART FLORENCE TRUSTEE 1.0 0.0 X 0 0 0 Jaime Vega Trustee - EFF. 11/2024 1.0 0.0 X 0 0 0 See SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION 1.0 0.0 X 0 0 0 0 0 0 0 false false false HSBA 4160 Dubin BLVD SUITE 100 DUBLIN CA 94566 third party admin 596908 BENESYS 7180 KOLL CENTER PKWY SUITE 200 PLEASENTON CA 94566 THIRD PARTY ADMIN 309327 ANTHEM BLUE CROSS 2121 N CALIFORNIA BLVD 700 WALNUT CREEK CA 94596 CLAIMS ADMIN FEES 294269 DELTA DENTAL ADMIN PO BOX 997330 SACRAMENTO CA 95899 CLAIMS ADMIN FEES 261606 JOHN HANCOCK 197 CLAREDON STREET BOSTON MA 02116 INVESTMENT MGMT 239833 8 0 EMPLOYER CONTRIBUTIONS 900099 114748001 114748001 STOP LOSS REIMBURSEMENT 900099 1961955 1961955 PRESCRIPTION DRUG REBATE 900099 1507179 1507179 PARTICIPANT CONTRIBUTIONS 900099 849542 849542 SETTLEMENTS 900099 28038 28038 119094715 6505295 6505295 0 0 0 0 0 59783195 57994860 1788335 1788335 1788335 0 0 0 0 0 0 0 0 0 0 127388345 119094715 0 8293630 0 0 0 109938055 0 0 0 0 0 0 851106 126082 203825 0 0 381970 727479 0 97805 0 0 0 0 0 17506 0 0 0 89740 PCORI FEE 7990 112441558 9654633 17562493 2495269 2880857 0 0 21108146 20374975 0 0 0 0 0 0 0 0 48996 45149 0 0 162929954 177889562 0 0 0 0 0 0 0 0 196236998 218753036 4891441 7076407 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17508197 20352197 22399638 27428604 X 0 0 0 0 173837360 191324432 173837360 191324432 196236998 218753036 14946787 2540285 X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 20352197 DUE TO BROKER FOR SECURITIES 0 20352197 X 129546660 2540285 2540285 127006375 381970 381970 127388345 107400029 107400029 381970 4659559 5041529 112441558 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMEBER 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE ORGANIZATION'S GOVERNING BODY TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC 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 ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART I, LINE 5: THE W-2'S ISSUED BY THE PLAN ARE FOR THE REQUIRED DOMESTIC PARTNER BENEFIT REPORTING. THE PLAN DOES NOT PAY ANY SALARIES OR WAGES. Stationary Engineers Local 39 Pension 4160 DUBLIN BLVD 100 DUBLIN CA 94568 946118939 Union Pension CA 501(A) N/A NA false Stationary Engineers Local 39 Annuity 4160 DUBLIN BLVD 100 DUBLIN CA 94568 942787714 Union Annuity CA 501(A) N/A NA false IUOE STATIONARY ENGINEERS LOCAL 39 337 VALENCIA STREET SAN FRANCISCO CA 94103 941056580 LOCAL 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 FORM 990, SCHEDULE R, PART VII 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 124 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 11TH & 'L' BUILDING 500 CAPITOL MALL TOWER LLC ABLE ENGINEERING SERVICES ACEPEX MANAGEMENT CORPORATION ADVANCED BUILDING MAINTENANCE, INC AEG MANAGEMENT OAKLAND, LLC AHMC SETON MEDICAL CENTER AIRCON ENERGY ALSCO - SAN JOSE ALSCO SAN FRANCISCO ALTA BATES HOSPITAL AMALGAMATED SERVICES, INC. AMI-ACEPEX JV2, LLC ARAMARK MANAGEMENT SERVICES LP BEACON GRAND HOTEL BEN FITZGERALD REAL ESTATE SERVICES BIMBO BAKERIES USA, INC BOHANNON DEVELOPMENT COMPANY C&W FACILITY SERVICES, INC. CACHE CREEK CASINO RESORT CALIFORNIA DAIRIES INC CALIFORNIA PACIFIC MEDICAL CENTER CAM INDUSTRIAL SOLUTIONS CAM POWER US, INC CAPITAL BRAND GROUP, LLC CAZA HIGHGATE HOTELS, LLC CBRE INC CHINESE HOSPITAL CIM GROUP CLAREMONT RESORT INC CLINT REILLY LANDMARK PROPERTIES CMI MANAGEMENT, INC COLLIERS ASSET SERVICES COLLIERS INTERNATIONAL CROWNE PLAZA SAN FRANCISCO INT'L AIRPORT CUSHMAN & WAKEFIELD DAVIDSON HOTEL CO DBA WESTIN SFO DELLEW CORPORATION DIGNITY HEALTH DOUBLE WOOD INVESTMENT DOUBLETREE HOTEL ENOVITY, INC. GEORGE S. HALL, INC GLOBAL SPECTRUM, LP GRAND BAY SAN FRANCISCO HOTEL GRAND HYATT SAN FRANCISCO GRAND HYATT SFO GSW ARENA LLC HANDLERY UNION SQUARE HOTEL HARKINS STREET HOLDINGS, LLC HILTON FINANCIAL DISTRICT HILTON HOTEL EMPLOYER, LLC HINES ELM HOLIDAY INN EXPRESS FISHRERMAN'S WHARF HOLIDAY INN GOLDEN GATEWAY HOTEL NIKKO SAN FRANCISCO HYATT REGENCY SACRAMENTO HYATT REGENCY SAN FRANCISCO HYATT REGENCY SAN FRANCISCO DOWNTOWN SOM HYATT REGENCY SF AIRPORT INTERCONTINENTAL SAN FRANCISCO HOTEL IUOE LOCAL 39 IUOE LOCAL 39 - SACRAMENTO TRAINING CENT J.W. MARRIOTT HOTEL JOHN MUIR MEDICAL CENTER JONES LANG LASALLE JONES LANG LASALLE, INC. KABUKI HOTEL KHANNA ENTERPRISES, LLC- THE WESTIN SAN KIMPTON ALTON KING GEORGE LLC KINGSBURY GID KURTZERS HEATING & AIR CONDITIONING KYO-YA HOTELS & RESORTS, LP LEGACY MECHANICAL & ENERGY SERVICES, INC MARK HOPKINS HOTEL MARRIOTT OAKLAND CITY CENTER MARRIOTT-FISHERMAN'S WHARF METRO SERVICES GROUP NEW SOUTH PARKING (FORMERLY AMPCO - SFO) NOTRE DAME DE NAMUR UNIVERSITY OAKLAND AIRPORT HILTON OLYMPIC CLUB, THE ONE DAY INSTALLATIONS AND REPAIRS, INC PARAMOUNT PROPERTY COMPANY PARC 55 HOTEL MANAGEMENT, LLC PM SERVICES COMPANY PRIDE INDUSTRIES PUNDIR GROUP RIU CALIFORNIA LLC SAFEWAY STORES, BAKERY 8122 SAFEWAY STORES, INC. (MILK PLANT) SALINAS VALLEY MEMORIAL HEALTHCARE SYSTE SAN FRANCISCO 49ERS MANAGEMENT CO, LLC SAN FRANCISCO CONSERVATORY OF MUSIC SAN FRANCISCO GIANTS SAN FRANCISCO HILTON SAN FRANCISCO MARRIOTT MARQUIS SAN FRANCISCO MARRIOTT UNION SQUARE SAN JOSE ARENA MANAGEMENT, INC. SANTA ROSA MEMORIAL HOSPITAL SDH SERVICES WEST (SODEXO) SERVI-TEK ENG & FACILITY SOLUTIONS LLC SHERATON GRAND SACRAMENTO HOTEL SIGNIA HOTEL SAN JOSE SMG / GEORGE MOSCONE CENTER ST REGIS HOTEL, THE ST. JOSEPH'S MEDICAL CENTER STANFORD COURT - A RENAISSANCE HOTEL SUNSET DEVELOPMENT TEYA ENTERPRISES LLC THE CLANCY, AUTOGRAPH COLLECTION THE CLIFT HOTEL TISHMAN SPEYER TOTAL MAINTENANCE SERVICES, LLC TOWNSHIP ENGINEERING SERVICES UG2 UNIVERSITY OF SAN FRANCISCO W SAN FRANCISCO HOTEL WEINBERG ROGER & ROSENFELD WEST COAST REALTIES, HEARST COMMUNICATIO WESTIN ST. FRANCIS WMB GENERAL CONTRACTORS YERBA BUENA GARDENS CONSERVANCY