2015-11-06T12:02:13-06:00 2014-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2014-01-01 946415220 U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND UALO 4082884400 6800 SANTA TERESA BLVD NO 100 SAN JOSE CA 95119 TRUSTEE TRUSTEE TRUSTEE 4082884400 2015-10-28 1 P01781096 4158364000 2014 2016-04-25 22:37:26Z X 6800 SANTA TERESA BLVD NO 100 SAN JOSE CA 95119 23048505 0 X N/A X 1952 CA SEE PART III LINE 4A 9 9 0 0 0 0 0 0 17117836 18663031 181922 288227 85878 543439 17385636 19494697 0 0 16569290 17112672 0 0 0 0 0 799613 949626 17368903 18062298 16733 1432399 24604222 27468713 8761286 9259774 15842936 18208939 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 1 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 1 584 34 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 6800 SANTA TERESA BLVD STE 100 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 6800 SANTA TERESA BLVD SAN JOSE CA 95119 ADMINISTRATOR 210383 DELTA DENTAL 100 FIRST STREET SAN FRANCISCO CA 94105 CLAIMS ADMINISTRATION 110224 BLUE CROSS 2121 N CALIFORNIA BLVD WALNUT CREEK CA 94596 CLAIMS ADMINISTRATION 107563 3 EMPLOYER CONTRIBUTIONS 900099 18663031 18663031 18663031 282282 282282 3559753 3553808 5945 5945 5945 STOP LOSS REFUNDS 900099 488891 488891 MEDICARE D SUBSIDY 900099 77654 77654 SECURITY INCOME ACCOUNT 900099 -23106 -23106 543439 19494697 19212415 0 282282 17112672 292312 22128 42987 28458 5032 10613 DELTA DENTAL ADMINISTRA 110224 ADMINISTRATION FEES 107563 ENVISION ADMINISTRATION 83442 CONSULTANT 78000 168867 18062298 4082443 4363114 1980163 2485160 1449935 1778860 4164 3093 16044675 17241207 1042842 1597279 24604222 27468713 314884 620860 8446402 8638914 8761286 9259774 X 0 0 0 0 15842936 18208939 15842936 18208939 24604222 27468713 1432399 933604 0 X X 0 1 X 1 0 0 MEDICARE D SUBSIDY RECEIVABLE 69831 SELF FUNDED STOP LOSS RESERVES 1038557 CLAIMS AND STOP LOSS REFUND 488891 1597279 SELF-FUNDED BENEFIT CLAIMS PAYABLE 2546456 GROUP INSURANCE PREMIUMS PAYABLE 1587147 BANK OF HOURS LIABILITY 2434000 CLAIMS INCURRED BUT NOT REPORTED 838000 SUPPLEMENTAL EXTENDED RESERVE LIABILITY 1233311 8638914 20428301 933604 933604 19494697 0 19494697 18062298 0 18062298 0 18062298 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 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 NOTE 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. 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 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. A & B MECHANICAL, INC. A H DITTMANN PLBG CO A.C.I. A.G.C., INC. ACCO ENGRD SYSTEMS AIR SYSTEMS INC AIR SYSTEMS INC AIRCO COMMERCIAL SER. INC AIRCO MECHANICAL INC. ALL BAY MECHANICAL ALLIED HEATING & AIR COND ANDERSON ROWE INC APPLIED PROCESS COOLING AUTOMATED BLDG SOLU. INC. AYOOB MECHANICAL INC BAY CITY MECHANICAL BAYSIDE HTG & AIR COND BELLANTI PLUMBING INC BLUE WATER PLBG OF BURL 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 COLD CRAFT, INC. COLD ROOM SOLUTIONS, INC COMFORT DYNAMICS COMMERCIAL REFRIG. SPEC. CREATIVE PLUMBING DESIGNS CRITCHFIELD MECH., INC. CRITCHFIELD MECH, INC. DANIEL LARRATT PLUMBING DAVE MCLAUGHLIN PLUMBING DEGREE HVAC DENNCO A/C DINELLI PLUMBING, INC DISTRICT COUNCIL #36 DPW, INC. EGAN PLUMBING ENERGY MECHANIX INC. ENVIRONMENTAL SYSTEMS INC ESTES COMMERCIAL REFRIG. F W SPENCER & SON FRANK DENNY PLBG FRANK M BOOTH INC GMP PROCESS PIPING, INC. J R PIERCE PLUMBING INC J W MCCLENAHAN CO J.D. COLLINS COMPANY JOHNSON CONTROLS, INC. KAMRAN METALWORKS INC KDS PLUMBING INC. KEY MECHANICAL SVC. CO. KEYCO CONSTRUCTION CO KIEWIT INFRASTRUCTURE W KINETIC SYSTEMS INC. KINETICS MECHANICAL SVCS LARRATT BROS. PLUMBING LEFCO, INC. ATTN:DIANE LOCAL #38 M.J. MECHANICAL SERVICES MARELICH MECHANICAL CO MARINA MECHANICAL MARKEN MECHANICAL SERVICE MCQUAY INTERNATIONAL MESA ENERGY SYSTEMS, INC. MIRAMAR PLUMBING MONTEREY MECH MURRAY COMPANY NATIONAL PENSION NO. REFRIGERATION, INC. O C MCDONALD CO OMAHA PIPE TRADES 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 RAY HELWIG PLBG & HTG RECIP - SO CALIFORNIA RECIP-WA/ST. PLBG & PIPE RECIPROCITY - LOCAL #12 RECIPROCITY - LOCAL 290 RECIPROCITY-LOCAL 342 RECIPROCITY-LOCAL 393 RECIPROCITY-LOCAL 447 RESCUE AIR SYSTEMS, INC. RMI MECHANICAL CONT. INC ROBERTS FIRESTOP SPECIALI ROCKAWAY CONSTRUCTION INC ROUNTREE PLUMBING S & R MECHANICAL, INC. S & S PLUMBING COMPANY S.E. PIPE LINE CONS., INC SERVICE UNLIMITED SIEMENS SILICON VALLEY MECHANICAL SMITH WHITELY REFRIG SNO VLY PROCESS SOLUTIONS SOUTHLAND INDUSTRIES STEPHAN CIARI PLBG & HTG SUNBELT CONTROLS INC. TEAMWRKZ MECHANICAL THERMA THERMAL MECHANICAL U A LOCAL 467 UNITED COMFORT SOL. INC. UNITED MECHANICAL INC. VERTEX MECHANICAL,INC W L HICKEY SONS INC WEATHER MASTER INC WESTERN ALLIED MECH., INC