2025-11-06T14:27:51-05:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD SUITE 400 SAN RAMON CA 94583 990 2024-01-01 946401544 U A LOCAL 393 HEALTH & WELFARE TRUST % BENESYS ADMINISTRATORS UALO 4085883770 6293 SAN IGNACIO AVE SAN JOSE CA 95119 ERIC MUSSYNSKI CHAIR 4084368210 2025-11-06 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z ERIC MUSSYNSKI 6293 SAN IGNACIO AVE SAN JOSE CA 95119 104634215 false X N/A X 1952 CA TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. 11 0 4 11 0 0 0 0 65820408 64860790 9666207 6340638 169710 29086 75656325 71230514 0 0 58259040 67859370 154871 150136 0 0 0 2619034 2655486 61032945 70664992 14623380 565522 201520609 212723512 89595430 96065393 111925179 116658119 X TO PROVIDE HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS IN A MULTIEMPLOYER PLAN. false false PROVIDED ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION IN A 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 true false false false false false false false false false false false true false false true 137 0 true 4 true true true false false false false false false false X 11 0 false true false false false false false true false false false false true true true true true false false false CA X BENESYS ADMINISTRATORS 4085883770 6293 SAN IGNACIO AVE SAN JOSE CA 95119 X SUZANNE H NEEDHAM PLAN DIRECTOR 40.0 0.0 X 222132 0 86350 KARL BAUMHECKEL TRUSTEE 5.0 0.0 X 11207 0 0 EDWARD NICHOLS TRUSTEE 5.0 0.0 X 7435 0 0 Susan Nichol TRUSTEE - EFF. 10/2024 5.0 0.0 X 2860 0 0 ERIC MUSSYNSKI CHAIR 5.0 0.0 X X 2408 0 0 FRANK AUSTIN TRUSTEE - EFF. 05/2024 5.0 0.0 X 2110 0 0 GREGORY GONZALES TRUSTEE 5.0 0.0 X 1132 0 0 ALEX HALL CO-CHAIR 5.0 0.0 X X 0 0 0 MICHAEL J VLAMING TRUSTEE 5.0 0.0 X 0 0 0 JAMES LOWDER TRUSTEE 5.0 0.0 X 0 0 0 GREG CONN TRUSTEE 5.0 0.0 X 0 0 0 WAYD LAPEARLE TRUSTEE 5.0 0.0 X 0 0 0 GARY GLENN TRUSTEE - TERM. 03/2024 5.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 249284 0 86350 1 false true false BENESYS INC 700 TOWER DRIVE SUITE 300 TROY MI 48098 ADMIN SERVICES 798324 DELTA DENTAL 560 Mission St Ste 1300 SAN FRANCISCO CA 94105 ADMIN SERVICES 289446 ANTHEM BLUE CROSS PO Box 60007 LOS ANGELES CA 95670 ADMIN SERVICES 188654 COLUMBIA MANAGEMENT NW 7702 PO BOX 1450 MINNEAPOLIS NM 55485 INVESTMENT FEES 184545 NWQ INVESTMENTS 2029 Century Park East 16th Floor LOS ANGELES CA 90067 INVESTMENT FEES 177993 9 0 EMPLOYER CONTRIBUTIONS 900099 49651134 49651134 RETIREE & SELF-PAY CONTRIBUTIONS 900099 8046508 8046508 ERA CONTRIBUTIONS 900099 6960160 6960160 COBRA CONTRIBUTIONS 900099 157163 157163 LIQUIDATED DAMAGES 900099 45825 45825 64860790 6260429 6260429 0 0 0 0 0 33483910 33403701 80209 80209 80209 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 29086 29086 29086 71230514 64889876 0 6340638 0 0 0 67859370 27152 0 94473 0 22030 6481 746325 108497 161629 0 0 392552 1113351 0 68093 0 0 0 0 0 31444 0 0 0 20680 PCORI TAX 12901 MISCELLANEOUS EXPENSES 14 70664992 14970573 12282600 7324315 5757846 0 0 6153528 6069379 0 0 0 0 0 0 0 0 213 213 0 0 171916916 187206092 0 0 0 0 0 0 1155064 1407382 201520609 212723512 633414 749950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 88962016 95315443 89595430 96065393 X 0 0 0 0 111925179 116658119 111925179 116658119 201520609 212723512 565522 4167418 X X false true X true false 0 DUE TO OTHER FUNDS 1006542 INSURANCE PREMIUMS PAYABLE 5072368 CLAIMS PAYABLE AND IBNR 6629796 BANK OF HOURS LIABILITY 22856800 PARTICIPANT RESERVE ACCOUNT 59749937 95315443 X 75005380 4167418 4167418 70837962 392552 392552 71230514 64488808 64488808 392552 5783632 6176184 70664992 FORM 990, PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLANS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLANS AND CONCLUDED THAT AS OF DECEMBER 31, 2024, AND 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING AND REGULATORY JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. PART XII, LINE 4B: CHANGE IN NET BENEFITS OBLIGATION false false false SUZANNE H NEEDHAM PLAN DIRECTOR 222132 0 0 0 0 0 62882 0 23468 0 308482 0 0 0 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 FORM 990 WAS REVIEWED AND APPROVED BY THE CHAIRPERSON OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE 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 VII, SECTION A, LINE 1A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY 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. FORM 990 PART VII SECTION A COLUMN D: THE OVERALL COST FOR THE SALARY REPORTED IN COLUMN D IS SHARED BY THREE RELATED ORGANIZATIONS. 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. U A LOCAL 393 PENSION TRUST FUND 6293 SAN IGNACIO AVE SAN JOSE CA 95119 946359772 Benefits CA 501(A) N/A NA false U A LOCAL 393 TRUST FUND DEFINED contrib 6293 SAN IGNACIO AVE SAN JOSE CA 95119 946075617 Benefits CA 501(A) 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 MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2024, THERE ARE APPROXIMATELY 125 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 ORANIZATION, 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. ABC PLUMBING INC. ABM BUILDING SOLUTIONS ACCEL AIR SYSTEMS, INC. ACCO ENGINEERED SYSTEMS AGC, INC AIR SYSTEMS AN EMCOR COMPANY AIR SYSTEMS SERVICE/CONSTRUCT ALL BAY MECHANICAL ALL TEMP SERVICE AIR COND INC ALPHA TECH PLUMBING INC ANDERSON ROWE AND BUCKLEY ARMS AIR CONDITIONING & HEATING ASCO SERVICE, INC. AUTOMATED BUILDING CONTROL AUTOMATED SOLUTIONS GROUP AXIS MECHANICAL INC. BAY AREA HVAC BAY AREA MECHANICAL LLC BAY CITY MECHANICAL INC BELLANTI PLUMBING, INC. BENICIA PLUMBING, INC. BROADWAY MECHANICAL CO, INC. BULLET PNEUMATICS INC C & S MECHANICAL INC CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA CLIMATE SYSTEMS CASTRO PLUMBING SER.,INC CJS PLUMBING INC. CLIMATE PROS LLC CLI-METRICS SERVICE COMPANY COLD AIR REFRIGERATION, INC. COLD CRAFT, INC. COLD ROOM SOLUTIONS, INC. CONTROL AIR ENTERPRISES LLC COOL TECH MECHANICAL INC CORE CONSTRUCTION BUILDERS AND ASSOCIATES, INC CRITCHFIELD MECHANICAL, INC. DANIEL MECHANICAL SERVICES DEBELLA MECHANICAL DEHARO MECHANICAL INC. DINELLI PLUMBING, INC. DOWDLE & SONS MECH., INC. ECO HVAC CONTRACTING EGAN PLUMBING EGC FAMILY PLUMBING INC ENVIRONMENTAL SYS 2 ESTES COMMERCIAL REFRIG F M BOOTH INC GLOBAL MODULAR, INC HARRIS BAY AREA HONEYWELL INC ICOM MECHANICAL INC INDOOR ENVIRONMENTAL INFINITY MECHANICAL I-ON MECHANICAL J R PIERCE PLUMB J. MCCABE PLUMBING INC. J. SOARES PLUMBING, INC. J.W. MCCLENAHAN CO. JET MECHANICAL, INC. JOHNSON CONTROLS, INC. K.D.S. PLUMBING, INC. KEY REFRIGERATION CO. KIEWIT INFRASTRUCTURE WEST CO KINETIC SYSTEMS INC KINETICS MECH. SER., INC. KOH MECHANICAL CONTRACTORS, INC LEFCO INC LESCURE COMPANY INC M.J. MECHANICAL SERVICE MADDEN PLUMBING, LLC MARINA MECHANICAL MATRIX HG, INC. MESA ENERGY SYSTEMS MICHAEL VENOSTA PLUMBING MONARCH MECHANICAL MONSTER MECHANICAL, INC. MURRAY PLUMBING AND HEATING N.V. HEATHORN COMPANY O C MC DONALD CO OCEAN PARK MECHANICAL INC OMNI MECHANICAL SOLUTIONS P. Plumbing Inc dba Get Piped PACIFIC COAST TRANE SERV PACIFIC PLUMBING INC. PACIFIC RIM PLUMBING, INC PAN PACIFIC MECHANICAL PARAGON MECHANICAL PERFORMANCE MECH. INC. Plumbers and Pipefitters Local 172 PRIBUSS ENGINEERING PRIME MECHANICAL PRO TEMP MECHANICAL, INC. QUALITY PLUMBING ASSOCIATION QUALTECH MECHANICAL RESCUE AIR SYSTEMS, INC ROUNTREE PLUMBING&HEATING, INC RUI S & H CONSTRUCTION INC SAN JOSE BOILER WORKS INC. SAN JOSE WATER COMPANY SERVICE UNLIMITED, INC. SILICON VALLEY MECHANICAL SMITH-MECHANICAL ELECTRICAL SOUTH BAY LABOR COUNCIL SOUTH BAY PIPING INDUSTRY SOUTHLAND INDUSTRIES STEPHEN CIARI PLBG & HEAT SUNBELT CONTROLS, INC. TAP MASTER, INC THERMA LLC THERMAL MECHANICAL THERMOTEK SERVICES, INC TRAHAN MECHANICAL INC TYRRELL PLUMBING & MECHANICAL U.A.LOCAL 393 - JATC UA LOCAL 393 UA Local 393 Benefit Funds UNITED MECHANICAL INC. VAL'S PLMBG. & HTG. INC VILLA PLUMBING VOLUMETRIC BUILDING COMPANIES W L HICKEY SONS INC WEST VALLEY CONST WESTERN ALLIED MECH., INC