2016-11-07T17:31:23-06:00 2015-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2015-01-01 946401544 U A LOCAL 393 HEALTH & WELFARE TR UALO 4084368210 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 TRUSTEE TRUSTEE TRUSTEE 4084368210 2016-11-07 1 P01781096 4158364000 2015 2017-02-10 21:41:12Z 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 160125696 0 X N/A X 1952 CA TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS. 8 8 340 0 0 0 0 0 45371948 53029981 1169467 4090463 470463 392085 47011878 57512529 0 0 41616344 48462193 27825 85423 0 0 0 1872161 1939056 43516330 50486672 3495548 7025857 87085320 96712733 38683035 44674386 48402285 52038347 NONE 0 0 TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 205 0 340 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BENESYS ADMINISTRATORS 4084368210 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 X BILL WHITNEY TRUSTEE 5.00 X 0 0 0 RON MITCHELL TRUSTEE 5.00 X 0 0 0 MICHAEL J VLAMING TRUSTEE 5.00 X 0 0 0 LARRY GATES TRUSTEE 5.00 X 0 0 0 WAYD LA PEARLE TRUSTEE 5.00 X 0 0 0 BILL GUTHRIE CHAIRMAN 5.00 X 0 0 0 GARY GLENN TRUSTEE 5.00 X 0 0 0 GREGORY GONZALES TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 BENESYS ADMINISTRATORS 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 CONTRACT ADMINISTRATOR 603090 DELTA DENTAL 100 FIRST ST SAN FRANCISCO CA 94105 CLAIMS ADMINISTRATOR 307290 BLUE CROSS OF CALIFORNIA 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS ADMINISTRATOR 160875 NWQ 8400 E PRENTICE AVE GREENWOOD VILLAGE CO 80111 INVESTMENT MANAGEMENT 105069 KAUFMANN & GOBLE 160 WEST SANTA CLARA STREET 1550 SAN JOSE CA 95113 ACTUARY 102000 5 EMPLOYER CONTRIBUTIONS 900099 49325677 49325677 ERA CONTRIBUTIONS 900099 3651224 3651224 COBRA CONTRIBUTIONS 900099 53080 53080 53029981 1907812 1907812 104795818 102613167 2182651 2182651 2182651 MEDICARE D SUBSIDY 900099 277225 277225 OTHER INCOME 900099 102280 102280 LIQUIDATED DAMAGES 900099 12580 12580 392085 57512529 55604717 0 1907812 48462193 85423 603090 66088 100872 144983 36502 4834 DELTA DENTAL ADMIN FEE 307290 BLUE CROSS ADMIN FEE 160875 BENEFIT CONSULTING 102000 BEST DOCTORS ADMIN FEE 72309 340213 50486672 3585138 4032487 6552977 9276022 4191859 5354516 1400 666 72652414 77915309 101532 133733 87085320 96712733 688220 1705430 37994815 42968956 38683035 44674386 X 0 0 0 0 48402285 52038347 48402285 52038347 87085320 96712733 7025857 -3389795 0 X X 0 1 X 1 0 0 SELF FUNDED BENEFITS PAYABLE 3530046 GROUP INSURANCE PREMIUMS PAYABLE 3156999 BANK OF HRS LIABILITY FOR EXT. COVERAGE 15402000 PARTICIPANT RESERVE ACCOUNT 19224082 CLAIMS INCURRED BUT NOT REPORTED 1381100 DUE TO OTHER FUNDS 274729 42968956 X 54122734 -3389795 -3389795 57512529 0 57512529 50486672 0 50486672 0 50486672 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. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO DECEMBER 31, 2012. 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 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 11 THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C REVIEW WITH 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 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 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 946359772 TO PROVIDE PENSION AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS CA 401(A) N/A 0 U A LOCAL 393 TRUST FUND DEFINED CONTRIBUTION 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 946075617 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBA CA 401(B) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART IV, LINE 34 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. ABC PLUMBING INC. ABM BUILDING SOLUTIONS ACCEL AIR SYSTEMS, INC. ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBE AGC, INC AIR SYSTEMS INC. DBA EN AIR SYSTEMS OF SAC., IN AIRCO COMMERCIAL, INC. AIRCO MECHANICAL, INC. AIRTECH MECH INC, ALL BAY MECHANICAL ALL SPEC PIPING, INC. ALL TEMP SERVICE AIR CO APEX MECHANICAL, INC. APOLLO CONSTRUCTION SER ASCO SERVICE, INC. AUTO BUILDING CONTROL S AUTOMATED BUILDING CONT AUTOMATED BUILDING CTRL AUTOMATED SOLUTIONS GRO BELLANTI PLUMBING, INC. BENICIA PLUMBING, INC. BONESO BROTHERS CONSTR. BROADWAY MECHANICAL CO, C & S MECHANICAL INC CAL PACIFIC PLUMBING SY CARMINE AIR COND., INC. CASTRO PLUMBING SER.,IN CFM/VR-TESCO LLC CHAMPION'S PLUMBING & H CHM MECHANICAL CLI-METERICS SERVICE CO CLI-METRICS SERVICE COM COLD CRAFT, INC. COLD ROOM SOLUTIONS, IN COLLISHAW CLYDE SPRINKL COMFORT AIR COMMERCIAL REF. SPECIAL CONTROL AIR NORTH, INC. COOL BREEZE REFRIGERATI CRITCHFIELD MECHANICAL, DANIEL LARRATT PLUMBING DANIEL MECHANICAL SERVI DEBELLA MECHANICAL DEGREE HVAC DEHARO MECHANICAL INC. DEM-CON ENGINEERING DINELLI PLUMBING, INC. ENVIRONMENTAL SYS 2 ENVISE ESTES COMMERCIAL REFRIG F M BOOTH INC F W SPENCER FISHER SYSTEMS, INC. HARRIS CLIMATE CONTROL HELLWIG PLBG RAY L HONEYWELL INC HVAC MANUFACTURING ICOM MECHANICAL INC INTECH MECHANICAL COMPA 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. KAMRAN METALWORKS INC KEY REFRIGERATION CO. KINETIC SYSTEMS INC KINETICS MECH. SER., IN LAWSON MECHANICAL CONTR LEFCO INC LESCURE COMPANY INC M.J. MECHANICAL SERVICE MAIN STREET BUILDERS, I MARELICH MECH. CO.,INC. MEMBER ADVOCATE MESA ENERGY SYSTEMS MONSTER MECHANICAL, INC MONTEREY MECHANICAL MTECH CORP. MURRAY PLUMBING AND HEA O C MC DONALD CO PACIFIC COAST TRANE SER PACIFIC PLUMBING INC. PACIFIC RIM PLUMBING, I PAN PACIFIC MECHANICAL PAN PACIFIC PLUMBING CO PARAGON MECHANICAL PERFORMANCE AIR SER.,IN PERFORMANCE MECH. INC. PPMC PRIBUSS ENGINEERING PRIME MECHANICAL PRO TEMP MECHANICAL, IN QUALTECH MECHANICAL R & V REFRIGERATION, IN R. H. TINNEY, INC. RESCUE AIR SYSTEMS, INC ROUNDTREE PLUMBING, HEA ROUNTREE PLUMBING&HEATI S.C.V.C.A. SAN JOSE UNIF SCHOOL DI SERVICE UNLIMITED, INC. SERVICEWRKX SILICON VALLEY MECHANIC SNO VALLEY PROCESS SOLU SOUTHLAND INDUSTRIES STEPHEN CIARI PLBG & HE SUN LIGHT AND POWER SUNBELT CONTROLS, INC. THERMA THERMAL LOGISTICS, INC. THERMAL MECHANICAL TOTAL FACILITY SOLUTION TRANSLOGIC DBA SWISS LO U.A.LOCAL 393 - JATC UA LOCAL 393 UNITED COMFORT SOLUTION UNITED MECHANICAL INC. VERTEX MECHANICAL W L HICKEY SONS INC WC PLUMBING WEST VALLEY CONST WEST VALLEY PLBG HTG WESTERN ALLIED MECH., I WESTERN ENGINEERING WESTERN WATER FEATURES, WHITE WATER PLUMBING