U A LOCAL NO 467 HEALTH & WELFARE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- U A LOCAL NO 467 HEALTH & WELFARE (EIN 94-6415220)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349319360
- Schema version
- 2016v3.0
- 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 | 2017-11-15T20:46:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300702322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMMING MORSE CPA'S AND CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 600 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946415220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U A LOCAL NO 467 | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UALO | BusinessNameControlTxt |
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD NO 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4082884400 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01781096 | PTIN |
| Phone | 4158364000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.170.44.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 17:22:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65A2799B7FBD805C20207EC1E1BC21BD90DCCA14 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DDAC0003BCC8996D20B35C2703FD2556DD28933 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD NO 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,437,235 | 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 | SEE PART III LINE 4A | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | 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 | $20,157,599 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,058,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,161 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,361 | CYInvestmentIncomeAmt |
| PY Other Revenue | $181,542 | PYOtherRevenueAmt |
| CY Other Revenue | $64,593 | CYOtherRevenueAmt |
| PY Total Revenue | $20,644,302 | PYTotalRevenueAmt |
| CY Total Revenue | $22,437,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $18,390,164 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $18,228,697 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $929,413 | PYOtherExpensesAmt |
| CY Other Expenses | $890,122 | CYOtherExpensesAmt |
| PY Total Expenses | $19,319,577 | PYTotalExpensesAmt |
| CY Total Expenses | $19,118,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,324,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,318,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,530,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,797,166 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,184,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,050,331 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,346,364 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,746,835 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | UNITED ADMINISTRATIVE SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082884400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 SANTA TERESA BLVD STE 100 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MICHAEL VLAMING | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| DANIEL LARATT | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| ERIC TASSIO | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| GARY SAUNDERS | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| MARK BURRI | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| PETE DUFAULT | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| KEN WESTPHAL | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| RON MITCHELL | |||||
| 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | |||||
| 6800 SANTA TERESA BLVD | SAN JOSE | CA | 95119 | ADMINISTRATOR | $233,458 |
| DELTA DENTAL | |||||
| 100 FIRST STREET | SAN FRANCISCO | CA | 94105 | CLAIMS ADMINISTRATION | $113,477 |
| BLUE CROSS | |||||
| 2121 N CALIFORNIA BLVD | WALNUT CREEK | CA | 94596 | CLAIMS ADMINISTRATION | $110,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,058,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,058,281 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,058,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,861 | TotalRevenueColumnAmt |
| Exclusion | $254,861 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,059,500 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,000,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,500 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,500 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE D SUBSIDY | 900099 | $60,297 | $60,297 |
| SECURITY INCOME ACCOUNT | 900099 | $4,296 | $4,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,593 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,437,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,182,374 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $254,861 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,228,697 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,196 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,903 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,775 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,816 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,608 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,991 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DELTA DENTAL ADMINISTRA | $113,477 |
| ADMINISTRATION FEES | $110,271 |
| CONSULTANT | $90,000 |
| ENVISION ADMINISTRATION | $81,391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,694 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,118,819 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,657 | BOYAmt |
| EOY | $10,115,262 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,979,106 | BOYAmt |
| EOY | $4,879,024 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,929,337 | BOYAmt |
| EOY | $2,160,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,955 | BOYAmt |
| EOY | $2,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,172,162 | BOYAmt |
| EOY | $19,624,922 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,472 | BOYAmt |
| EOY | $14,758 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,530,689 | BOYAmt |
| EOY | $36,797,166 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,757,520 | BOYAmt |
| EOY | $2,868,622 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,426,805 | BOYAmt |
| EOY | $10,181,709 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,184,325 | BOYAmt |
| EOY | $13,050,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $19,346,364 | BOYAmt |
| EOY | $23,746,835 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,346,364 | BOYAmt |
| EOY | $23,746,835 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,530,689 | BOYAmt |
| EOY | $36,797,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,318,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,082,055 | 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 (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF-FUNDED BENEFIT CLAIMS PAYABLE | $2,306,748 |
| GROUP INSURANCE PREMIUMS PAYABLE | $1,738,262 |
| BANK OF HOURS LIABILITY | $3,243,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,048,000 |
| SUPPLEMENTAL EXTENDED RESERVE LIABILITY | $1,845,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,181,709 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,519,290 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,082,055 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,082,055 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,437,235 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,437,235 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,118,819 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,118,819 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,118,819 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO DECEMBER 31, 2013. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | TRUSTEES ARE MAILED THE FORM AND ASKED TO REMARK IF THEY HAVE CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| UA LOCAL 467 VACATION TRUST FUND | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 776018224 | TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 501(C)(9) | N/A | 0 |
| UA LOCAL 467 ANNUITY TRUST FUND | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 776007903 | TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
| UA LOCAL 467 PENSION TRUST FUND | |||||||||
| 1120 SOUTH BASCOM AVENUE | SAN JOSE | CA | 95218 | 942353807 | TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | CA | 401A | N/A | 0 |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART IV, LINE 34 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. A & B MECHANICAL, INC. A H DITTMANN PLBG CO A.G.C., INC. ABM BUILDING SOLUTIONS ACCEL AIR SYSTEMS INC ACCO ENGRD SYSTEMS AIR SYSTEMS INC AIRCO COMMERCIAL SER. INC AIRCO MECHANICAL INC. AIRTECH MECHANICAL, INC ALL BAY MECHANICAL ALLIED HEATING & AIR COND AMERICAN A/C, PLBG & HTG ANDERSON ROWE INC APPLIED PROCESS COOLING AQUA-DUCT PLUMBING ATS AIR CONDITIONING INC AUTOMATED BLDG SOLU. INC. AUTOMATED SOLUTIONS GROUP AYOOB & PEERY PLUMBING CO BAY CITY MECHANICAL BAYSIDE HTG & AIR COND BELLANTI PLUMBING INC BLUE WATER PLBG OF BURL BONESO BROTHERS CONST INC BRADY AIR CONDITIONING BROADWAY MECH. CONT., INC CAL PACIFIC PLUMBING SYS CARMINE AIR COND. CO. CARRIER CORP.ATTN: AMY CASTRO PLUMBING SERVICE CHM MECHANICAL, INC. CITY MECHANICAL CLI-METRICS SERVICE CO. COLD CRAFT, INC. COLD ROOM SOLUTIONS, INC COMFORT DYNAMICS COMMERCIAL REFRIG. SPEC. CONTROL AIR NORTH INC. CREATIVE PLUMBING DESIGNS CRITCHFIELD MECH, INC. DANIEL LARRATT PLUMBING DAVE MCLAUGHLIN PLUMBING DEGREE HVAC DENNCO A/C DINELLI PLUMBING, INC DISABILITY DISTRICT COUNCIL #36 DORMATECH MECH SYST, INC. DPW, INC. EDGINGTON PLUMBING INC. EGAN PLUMBING ENERGY MECHANIX INC. ENVIRONMENTAL SYSTEMS INC ENVISE ESTES COMMERCIAL REFRIG. F W SPENCER & SON FRANK DENNY PLBG FRANK M BOOTH INC GMP PROCESS PIPING, INC. GORDON BRAKER PLBG I.C.O.M. MECHANICAL INC. J R PIERCE PLUMBING INC J W MCCLENAHAN CO J.D. COLLINS COMPANY JOE KOCHER PLBG., INC. JOHNSON CONTROLS, INC. KDS PLUMBING INC. KEY MECHANICAL SVC. CO. KEYCO CONSTRUCTION CO KIEWIT INFRASTRUCTURE W KINETIC SYSTEMS INC. KINETICS MECHANICAL SVCS KINETICS SYSTEMS, INC. KMC PLUMBING COMPANY LARRATT BROS. PLUMBING LEFCO, INC. ATTN:DIANE LOCAL #38 LYNN LEFEVRE'S WLDG SVCS M.J. MECHANICAL SERVICES MAINLINE PLUMBING MARELICH MECHANICAL CO MARINA MECHANICAL MARKEN MECHANICAL SERVICE MATRIX HG, INC. MECHANICAL SERVICES LLC MESA ENERGY SYSTEMS, INC. MICHAEL VENOSTA PLUMBING MIRAMAR PLUMBING MONTEREY MECH MURRAY COMPANY NATIONAL PENSION NORTHERN SERVICES INC. O BRIEN MECHANICAL INC O C MCDONALD CO OMAHA PIPE TRADES OMNI MECHANICAL SOLUTIONS PACIFIC COAST TRANE SERV PACIFIC PLUMBING PACIFIC RIM PLUMBING INC PAN PACIFIC PLUMBING CO PARAGON MECHANICAL, INC. PERFORMANCE MECHANICAL PLUMBERS U.A. LOCAL #467 PLUMBING JOINT APP POMI MECHANICAL INC. PREMIUM PREMIUM - EMPLOYER PRIBUSS ENGINEERING INC PROS AT PRO PLUMBING, INC R & V REFRIGERATION RECIP - LOCAL 150 RECIP - SO CALIFORNIA RECIP-WA/ST. PLBG & PIPE RECIPROCITY - LOCAL #12 RECIPROCITY - LOCAL #159 RECIPROCITY - LOCAL #350 RECIPROCITY - LOCAL 290 RECIPROCITY-LOCAL 342 RECIPROCITY-LOCAL 343 RECIPROCITY-LOCAL 393 RECIPROCITY-LOCAL 447 REFRIGERATION SOLUTIONS RESCUE AIR SYSTEMS, INC. RMI MECHANICAL CONT. INC ROBERTS FIRESTOP SPECIALI ROUNTREE PLUMBING S & R MECHANICAL, INC. S & S PLUMBING COMPANY SERVICE UNLIMITED SIEMENS SILICON VALLEY MECHANICAL SOUTHLAND INDUSTRIES STEPHAN CIARI PLBG & HTG SUNBELT CONTROLS INC. THERMA THERMAL MECHANICAL TOTAL FACILITY SOL., INC. U A LOCAL 467 UNDERGROUND CONSTRUCTION UNITED COMFORT SOL. INC. UNITED MECHANICAL INC. VERTEX MECHANICAL,INC W L HICKEY SONS INC WESTATES MECHANICAL CORP WESTERN ALLIED MECH., INC | ExplanationTxt |