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U A LOCAL NO 467 HEALTH & WELFARE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
U A LOCAL NO 467 HEALTH & WELFARE (EIN 94-6415220)
Tax period
2013-01-01 to 2013-12-31
Filed
2015-05-20
IRS object ID
201511409349300436
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-05-20T15:42:02-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300702322PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEMMING MORSE CPA'S AND CONSULTANTSBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 BOVET ROAD SUITE 600AddressLine1
CitySAN MATEOCity
StateCAState
ZIP Code94402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946415220EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1U A LOCAL NO 467 HEALTH & WELFARE TRUST FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUALOBusinessNameControlTxt
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 GREAT OAKS BLVDAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95119ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDY SARGENTPersonNm
Person TitleFUND MANAGERPersonTitleTxt
Phone4082884400PhoneNum
Signature2015-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01781096PTIN
Phone4158364000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerJUDY SARGENTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 GREAT OAKS BLVDAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95119ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$17,385,636GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE PART III LINE 4AActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$17,225,269PYProgramServiceRevenueAmt
CY Program Service Revenue$17,117,836CYProgramServiceRevenueAmt
PY Investment Income$2,019,011PYInvestmentIncomeAmt
CY Investment Income$181,922CYInvestmentIncomeAmt
PY Other Revenue$99,339PYOtherRevenueAmt
CY Other Revenue$85,878CYOtherRevenueAmt
PY Total Revenue$19,343,619PYTotalRevenueAmt
CY Total Revenue$17,385,636CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$15,796,697PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$16,569,290CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$777,978PYOtherExpensesAmt
CY Other Expenses$799,613CYOtherExpensesAmt
PY Total Expenses$16,574,675PYTotalExpensesAmt
CY Total Expenses$17,368,903CYTotalExpensesAmt
PY Revenues Less Expenses$2,768,944PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,733CYRevenuesLessExpensesAmt
Total Assets BOY$21,218,076TotalAssetsBOYAmt
Total Assets EOY$24,604,222TotalAssetsEOYAmt
Total Liabilities BOY$7,563,974TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,761,286TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,654,102NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,842,936NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document640IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED ADMINISTRATIVE SERVICESBusinessNameLine1
FieldValueIRS element (for citing)
Phone4082884400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 GREAT OAKS BLVDAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95119ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL VLAMING
TRUSTEE5.00Yes (X)$0$0$0
DANIEL LARATT
TRUSTEE5.00Yes (X)$0$0$0
SCOTT STRAWBRIDGE
TRUSTEE5.00Yes (X)$0$0$0
GARY SAUNDERS
TRUSTEE5.00Yes (X)$0$0$0
MARK BURRI
TRUSTEE5.00Yes (X)$0$0$0
MICHAEL SWANSON
TRUSTEE5.00Yes (X)$0$0$0
BILL WHITNEY
TRUSTEE5.00Yes (X)$0$0$0
CHRIS COLLINS
TRUSTEE5.00Yes (X)$0$0$0
KEN WESTPHAL
TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
UNITED ADMINISTRATIVE SERVICES
170 GREAT OAKS BLVDSAN JOSECA95119ADMINISTRATOR$228,727
DELTA DENTAL
100 FIRST STREETSAN FRANCISCOCA94105CLAIMS ADMINISTRATION$114,113
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$17,117,836TotalRevenueColumnAmt
Related Or Exempt Func Income$17,117,836RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,117,836TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,922TotalRevenueColumnAmt
Exclusion$181,922ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE D SUBSIDY900099$56,206$56,206
SECURITY INCOME ACCOUNT900099$29,672$29,672
FieldValueIRS element (for citing)
Other Revenue Total$85,878OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,385,636TotalRevenueColumnAmt
Related Or Exempt Func Income$17,203,714RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$181,922ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$16,569,290TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$305,465TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$31,625TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,233TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,512TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,277TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,837TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
DELTA DENTAL ADMINISTRA$114,113
ADMINISTRATION FEES$99,047
CONSULTANT$75,000
MEDICAL CONSULTANTS$37,131

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$54,373TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,368,903TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,117,634BOYAmt
EOY$4,082,443EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,144,415BOYAmt
EOY$1,980,163EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,520,594BOYAmt
EOY$1,449,935EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,321BOYAmt
EOY$4,164EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,718,321BOYAmt
EOY$16,044,675EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$712,791BOYAmt
EOY$1,042,842EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,218,076BOYAmt
EOY$24,604,222EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$188,320BOYAmt
EOY$314,884EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,375,654BOYAmt
EOY$8,446,402EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,563,974BOYAmt
EOY$8,761,286EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$13,654,102BOYAmt
EOY$15,842,936EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,654,102BOYAmt
EOY$15,842,936EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,218,076BOYAmt
EOY$24,604,222EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,733ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,172,101NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
SELF-FUNDED BENEFIT CLAIMS PAYABLE$2,414,654
GROUP INSURANCE PREMIUMS PAYABLE$1,546,396
BANK OF HOURS LIABILITY$2,123,000
CLAIMS INCURRED BUT NOT REPORTED$1,248,000
LOAN PAYABLE$100,000
SUPPLEMENTAL EXTENDED RESERVE LIABILITY$1,014,352
FieldValueIRS element (for citing)
Total Liability$8,446,402TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$19,557,737TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,172,101NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,172,101RevenueNotReportedAmt
Revenue Subtotal$17,385,636RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,385,636TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,368,903TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,368,903ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,368,903TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IV, LINE 34THE TRUST FUND HAS A SPECIFIC PROCEDURE IN PLACE FOR THIS NEW DISCLOSURE REQUIREMENT ON THE SCHEDULE R. THE ADMINISTRATOR HAS SENT OUT A QUESTIONNAIRE TO OBTAIN THE REQUIRED INFORMATION FROM THE CONTRIBUTING EMPLOYERS. THE ENCLOSED INFORMATION REPRESENTS WHAT THE TRUST FUND HAS RECEIVED TO DATE.
FORM 990, PART VI, SECTION A, LINE 3THE 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 11THE CHAIR AND CO-CHAIR REVIEW THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL DOCUMENTATION IS SENT TO TRUSTEES AND PLAN PROFESSIONALS TO SEND WRITTEN DECLARATION OF POLICY COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES 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.
FORM 990, ITEM BTHE NUMBER OF 1099'S USED FOR THE DECEMBER 31, 2013 YEAR ENDED FINANCIAL STATEMENTS WAS NOT ACCURATE. THE CORRECT NUMBER IS 640 FORM 1099'S ISSUED FOR THE DECEMBER 31, 2013 YEAR END. THE FORM 990 HAS BEEN UPDATED TO REFLECT THIS CHANGE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UA LOCAL 467 VACATION TRUST FUND
1120 SOUTH BASCOM AVENUESAN JOSECA95218776018224TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTSCA501(C)(9)N/A0
UA LOCAL 467 ANNUITY TRUST FUND
1120 SOUTH BASCOM AVENUESAN JOSECA95218776007903TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTSCA401AN/A0
UA LOCAL 467 PENSION TRUST FUND
1120 SOUTH BASCOM AVENUESAN JOSECA95218942353807TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTSCA401AN/A0
PIPE TRADES APPRENTICE & JOURNEYMAN TRUST FUND
1519 ROLLINS ROADBURLINGAMECA94010941201260TRAINING SCHOOL FOR APRRENTICESHIP AND JOURNEYMAN PLUMBERS & HVAC0
UA LOCAL 38 HW TRUST FUND
1625 MARKET STREETSAN FRANCISCOCA94103941285319SPONSOR OF U.A LOCAL 38 HW PLANCA0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (110 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
A&B MECHANICAL INC
24179 PARK STREETHAYWARDCA94544943276601HVAC SERVICECAS0
ACCO ENGINEERED SYSTEMS
6265 SAN FERNANDO ROADGLENDALECA91201951625123HVAC CONSTRUCTIONCA0
ADVANCED PNEUMATIC TUBES INC
3150 PALISADES DRIVECORONACA92880330043908PNEUMATIC TUBE SYSTEMSCAC0
AGC INC
745 B CAMDEN AVECAMPBELLCA95008770543045MECHANCIAL CONSTRUCTIONCAS0
AIR CONDITIONING INNOVATIONS
1768 HOURET CTMILPITASCA95035331126570HVAC, SHEETMETALCAC0
AIR SYSTEMS INC
940 REMILLARD COURTSAN JOSECA95122651174056HVAC WORKCAC0
AIRCO COMMERICAL SERVICES INC
5725 ALDER AVESACRAMENTOCA95828680172915HVAC COMMERICAL CONTRACTORCAC0
ALL BAY MECHANICAL INC
107 N 27TH STREETSAN JOSECA95116880321116HVAC SERVICECAS0
ALLIED HEATING & AIR
12 DE LUCA PLACESAN RAFAELCA94901680012119HVACCAC0
ANDERSON ROWE & BUCKLEY INC
2833 THIRD STREETSAN FRANCISCOCA94107941074003MECHANICAL CONTRACTORCAC0
APEX MECHANICAL INC
2233 PARAGON DR STE ASAN JOSECA95131270114442HVAC CONTRACTORCAS0
APPLIED PROCESS COOLING CORPORATION
4812 ENTERPRISE WAYMODESTOCA95356953684467INSTALLATION/SERVICING COOLING EQUIPMENTCAS0
ARCO MECHANCIAL INC
8210 DEMETRE AVESACRAMENTOCA95828942292784MECHANCIAL CONTRACTORCAC0
AYOOB & PEERY PLUMBING CO INC
975 INDIANA STSAN FRANCISCOCA94107942612017PLUMBING CONTRACTORCAS0
AYOOB MECHANICAL
480 COLLINS HCOLMACA94014203166377PLUMBING CONTRACTORCAC0
BAYSIDE HEATING & AIR CONDITIONING
629 BAIR ISLAND ROAD SUITE 134REDWOOD CITYCA94063HVAC SERVICECAS0
BELLANTI PLUMBING INC
121 SO MAPLE AVE 10SO SAN FRANCISCOCA94080942303321PLUMBING CONTRACTORCAC0
BLUE PACIFIC PLUMBING INC
956 TERMINAL WAYSAN CARLOSCA94070201043048PLUMBING CONTRACTORCAS0
BLUE WATER PLUMBING
PO BOX 117045BURLINGAMECA94015454040510PLUMBING CONTRACTORCAS0
BRADY AIR CONDITIONING INC
338 NO CANAL ST 5SO SAN FRANCISCOCA94080942926168HVAC SERVICECAC0
CALIFORNIA UNITED MECHANICALO INC
2185 OAKLAND ROADSAN JOSECA95131542095461HVAC & PLUMBINGCAS0
CARMINE AIR CONDITIONING
1722-B JUNCTION AVESAN JOSECA95112770409665HVAC SERVICECAC0
CARRIER CORPORATION
6304 THOMPSON RDSYRACUSENY13221060991716HVAC SALES & SERVICEDES0
CASTRO PLUMBING
163 GIFFORD AVESAN JOSECA95110770371271COMMERICAL PLUMBINGCAC0
CHM MECHANICAL INC
286 HARBOR BLVDBELMONTCA94002711021828COMMERCIAL REFRIGERATIONCAS0
CITY MECHANICAL INC
724 ALFRED NOBEL DRIVEHERCULESCA94547943120188HVAC SERVICECAC0
COLD CRAFT INC
181 LOST LAKE LNCAMPBELLCA95008770287678HVACCAC0
COLD ROOM SOLUTIONS
3942 VALLEY AVENUE SUITE LPLEASANTONCA94566943395555COLD ROOMSCAS0
COMFORT DYNAMICS
823 ESTABROOK STSAN LEANDROCA94577911989303MECHANICAL CONTRACTORCAC0
COMMERCIAL REFRIGERATION SPECIALISTS INC
3480 ARDEN RDHAYWARDCA94545202854379SERVICE COMMERCIAL REFRIGERATION EQUIPMENTCAS0
CREATIVE PLUMBING DESIGNS INC
PO BOX 165SAN GREGOROCA94074770203915PLUMBING CONTRACTORCAS0
DANIEL LARRATT PLUMBING INC
944 TERMINAL WAYSAN CARLOSCA94070912000682PLUMBING CONTRACTORCAS0
DEBELLA MECHANICAL INC
605 NUTTMAN STSANTA CLARACA95054770166129SERVICE - MECHANICAL CONTRACTORCAC0
DEGREE HVAC INC
871-G INDUSTRIAL RDSAN CARLOSCA94070331142502MECHANICAL CONTRACTORCAC0
DELCON HEATING & AIR CONDITIONING
52 WRIGHT BROTHERS AVELIVERMORECA94551770125605HVAC SHEET METALCAC0
DENNCO
912 WASHINGTON STSAN CARLOSCA94070942160892HVAC SERVICE REPAIRCAC0
DINELLI PLUMBING INC
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DITTMAN PLUMBING INC
941 S CLARE MONTSAN MATEOCA94402942292453PLUMBING SERVICECAC0
DPW INC
203 EAST HARRIS AVESOUTH SAN FRANCISCOCA94080943196729COMMERCIAL PLUMBING CONTRACTORCAS0
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725 INDUSTRIAL ROADSAN CARLOSCA94070680584341PLUMBING CONTRACTORCAS0
EMS PLUMBING
1009 RHODE ISLAND STSAN FRANCISCOCA94107451730789PLUMBING CONTRACTORCAC0
ENERGY MECHANIX INC
1290 OLD COUNTRY RD SUITE BBELMONTCA94002461551941HEATING AIR, REPAIRCAC0
ENVIRONMENTAL SYSTEMS INC
3353 DELACRUZ BLVDSANTA CLARACA95054942298197HVAC MECHANICAL CONTRACTORCAC0
ESTES COMMERCIAL REFRIGERATION INC
1400 POTRERO AVERICHMONDCA94804942199479CAC0
FW SPENCER & SON INC
99 SOUTH HILL DRIVEBRISBANECA94005941095852CAS0
FRANK DENNY PLUMBING INC
PO BOX 853MENLO PARKCA94026941436200PLUMBING CONTRACTORCAS0
FRANK M BOOTH INC
222 THIRD STREET PO BOX 5MARYSVILLECA95901941257060MECHANICAL CONTRACTORCAS0
GMP PROCESS PIPING
38 COMMERCE PLACE UNIT EVACAVILLECA95687061699055MECHANICAL PIPINGCAS0
HAWK MECHANICAL INC
1791 TENNESSEE STSAN FRANCISCOCA94124C0
HVAC CONTROLS CORPORATION
PO BOX 276COTATICA94931271309341HVAC SERVICECAS0
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1512 SILICA AVESACRAMENTOCA95815680262819HVACCAS0
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14481 WICKS BLVDSAN LEANDROCA94577941459027PLUMBING CONTRACTORCAS0
JW MCCLENAHAN CO
2301 PALM AVENUESAN MATEOCA94403510649863HVAC SERVICECAS0
JD COLLINS COMPANY
361 LAVENDER WAYOAKLEYCA94561680178366GENERALCA0
JOHNSON CONTROLS
507 E MICHIGAN STMILWAUKEEWI53202390380010BUILDING EFFICENCYWIC0
KDS PLUMBING INC
2087 RINGWOOD AVE 10SAN JOSECA95131770382221PLUMBINGCAS0
KENT M LIM & COMPANY INC
1260 EGBERT AVENUESAN FRANCISCOCA94124942954164CAS0
KEY MECHANICAL CO
19430 68TH AVE S STE BKENTWA98032942346461HVACWA0
KIEWIT INFRACTURE WEST CO
1000 KIEWIT PLAZAOMAHANE68131CONSTRUCTIONNEC0
KINETIC SYSTEMS INC
6517 HILBURN DRIVERALEIGHNC27613942229569MECHANICAL CONTRACTORCAC0
KISSCO CONTROL SYSTEM INC
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LARRATT BROS PLUMBING INC
338 NO CANAL ST 21SO SAN FRANCISCOCA94080943217501PLUMBINGCAS0
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698 E TAYLOR AVENUESUNNYVALECA94085942268923MECHANICAL CONTRACTORCAC0
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PO BOX 968LAFAYETTECA94549941634427MECHANICAL CONTRACTORCAC0
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1250 W OLIVE AVEFRESNOCA93728942861807CONSTRUCTION SERVICESCAS0
MARELICH MECHANICAL CO INC
24041 AMADOR STREETHAYWARDCA94544943305355CONSTRUCTION OF MECHANICAL SYSTEMSCAC0
MARINA MECHANICAL
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5165 COMMERICAL CIRCLE STE ACONCORDCA94520680445633HVAC CONTRACTORCAS0
MATRIX HG INC
115 MASON CIRCLE SUITE BCONCORDCA94520030418444COMMERCIAL HVAC & REFRIGERATION SERVICECAC0
MESA ENERGY SYSTEMS INC
2 CROMWELLIRVINECA92618330112640HVAC SERVICECAC0
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PO BOX 3033HALF MOON BAYCA94019943028349PLUMBING RESIDENTIALCAC0
MJ MECHANICAL SERVICES INC
1043 E SAN CARLOS AVE / PO BOX 289SAN CARLOSCA94070300286229HVAC SERVICE REPAIRCAS0
MMA ENTERPRISE INC
2087 RINGWOOD AVE 50SAN JOSECA95131HVACCAC0
MONTEREY MECHANICAL CO
8275 SAN LEANDRO STOAKLANDCA94621942614825PIPINGCAS0
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385 REED STSANTA CLARACA95050880443557HVAC SERVICENVS0
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PO BOX 15489SAN FRANCISCOCA94115HVACR SERVICE CONSTRUCTIONCAS0
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1515 GALVEZ AVESAN FRANCISCOCA94124943307391PLUMBING CONTRACTORCAS0
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1150 W SAN CARLOS STSAN JOSECA95126941393070MECHANICAL CONTRACTORCAS0
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1991 BURROUGHS AVESAN LEANDROCA94577941721581PLUMBINGCAC0
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17911 MITCHELL SOUTHIRVINECA92614951511203MECHANICAL CONTRACTORCAS0
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1690 TACOMA WAYREDWOOD CITYCA94063942811488HVACCAC0
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737 INDUSTRIAL RDSAN CARLOSCA94062204151193HVAC CONTRACTORCAS0
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1301 LAURELWOOD RDSANTA CLARACA95054941406096PLUMBINGCAS0
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1385 LOWNE AVESO SAN FRANCISCOCA94080900130827HVAC CONTRACTORCAS0
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1659-C INDUSTRIAL ROADSAN CARLOSCA94070941717635PLUMBING CONTRACTORCAC0
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11832 S BLOOMFIELD AVESANTA FE SPRINGSCA90670951600027PIPINGCAS0
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415 WARRINGTON AVEREDWOOD CITYCA94063942291315C36- PLUMBINGCAC0
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1300 INDUSTRIAL RD 9SAN CARLOSCA94070942693916HVAC SERVICECAS0
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3768 OLD SANTA RITA RDPLEASANTONCA94588942410466LANDSCAPE CONTRACTORCAC0
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25821 INDUSTRIAL BLVD 300HAYWARDCA94545132762488DEC0
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1054 ELM STSAN JOSECA95126141891136PLUMBING SERVICECAC0
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1601 LAS PLUMAS AVENUESAN JOSECA95133941745020CONSTRUCTIONCAS0
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425 ALDO AVESANTA CLARACA95054MECHANICAL CONTRACTORCAC0
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142 N MILPITAS BLVD STE 308MILPITASCA95035202912463HVACCAS0
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730 BROADWAYREDWOOD CITYCA94063943190673HVAC CONTRACTORCAC0
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26000 COMMER CENTRE DRLAKE FORRESTCA92630952159777UTILITY SERVICECAC0
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