2015-05-20T15:42:02-05:00 2013-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2013-01-01 946415220 U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND UALO 4082884400 170 GREAT OAKS BLVD SAN JOSE CA 95119 JUDY SARGENT FUND MANAGER 4082884400 2015-05-20 1 P01781096 4158364000 2013 2016-02-25 16:41:14Z X X JUDY SARGENT 170 GREAT OAKS BLVD SAN JOSE CA 95119 17385636 0 X N/A X 1952 CA SEE PART III LINE 4A 9 9 0 0 0 0 0 0 17225269 17117836 2019011 181922 99339 85878 19343619 17385636 0 0 15796697 16569290 0 0 0 0 0 777978 799613 16574675 17368903 2768944 16733 21218076 24604222 7563974 8761286 13654102 15842936 NONE 0 0 TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND 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 0 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 1 640 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X UNITED ADMINISTRATIVE SERVICES 4082884400 170 GREAT OAKS BLVD SAN JOSE CA 95119 X MICHAEL VLAMING TRUSTEE 5.00 X 0 0 0 DANIEL LARATT TRUSTEE 5.00 X 0 0 0 SCOTT STRAWBRIDGE TRUSTEE 5.00 X 0 0 0 GARY SAUNDERS TRUSTEE 5.00 X 0 0 0 MARK BURRI TRUSTEE 5.00 X 0 0 0 MICHAEL SWANSON TRUSTEE 5.00 X 0 0 0 BILL WHITNEY TRUSTEE 5.00 X 0 0 0 CHRIS COLLINS TRUSTEE 5.00 X 0 0 0 KEN WESTPHAL TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 UNITED ADMINISTRATIVE SERVICES 170 GREAT OAKS BLVD SAN JOSE CA 95119 ADMINISTRATOR 228727 DELTA DENTAL 100 FIRST STREET SAN FRANCISCO CA 94105 CLAIMS ADMINISTRATION 114113 2 EMPLOYER CONTRIBUTIONS 900099 17117836 17117836 17117836 181922 181922 MEDICARE D SUBSIDY 900099 56206 56206 SECURITY INCOME ACCOUNT 900099 29672 29672 85878 17385636 17203714 0 181922 16569290 305465 31625 42233 25512 4277 10837 DELTA DENTAL ADMINISTRA 114113 ADMINISTRATION FEES 99047 CONSULTANT 75000 MEDICAL CONSULTANTS 37131 54373 17368903 3117634 4082443 2144415 1980163 1520594 1449935 4321 4164 13718321 16044675 712791 1042842 21218076 24604222 188320 314884 7375654 8446402 7563974 8761286 X 0 0 0 0 13654102 15842936 13654102 15842936 21218076 24604222 16733 2172101 0 X X 0 1 X 1 0 0 SELF-FUNDED BENEFIT CLAIMS PAYABLE 2414654 GROUP INSURANCE PREMIUMS PAYABLE 1546396 BANK OF HOURS LIABILITY 2123000 CLAIMS INCURRED BUT NOT REPORTED 1248000 LOAN PAYABLE 100000 SUPPLEMENTAL EXTENDED RESERVE LIABILITY 1014352 8446402 19557737 2172101 2172101 17385636 0 17385636 17368903 0 17368903 0 17368903 FORM 990, PART IV, LINE 34 THE 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 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 11 THE CHAIR AND CO-CHAIR REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DOCUMENTATION IS SENT TO TRUSTEES AND PLAN PROFESSIONALS TO SEND WRITTEN DECLARATION OF POLICY COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE 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 B THE 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. 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 PIPE TRADES APPRENTICE & JOURNEYMAN TRUST FUND 1519 ROLLINS ROAD BURLINGAME CA 94010 941201260 TRAINING SCHOOL FOR APRRENTICESHIP AND JOURNEYMAN PLUMBERS & HVAC 0 UA LOCAL 38 HW TRUST FUND 1625 MARKET STREET SAN FRANCISCO CA 94103 941285319 SPONSOR OF U.A LOCAL 38 HW PLAN CA 0 A&B MECHANICAL INC 24179 PARK STREET HAYWARD CA 94544 943276601 HVAC SERVICE CA S 0 ACCO ENGINEERED SYSTEMS 6265 SAN FERNANDO ROAD GLENDALE CA 91201 951625123 HVAC CONSTRUCTION CA 0 ADVANCED PNEUMATIC TUBES INC 3150 PALISADES DRIVE CORONA CA 92880 330043908 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