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U A LOCAL 393 HEALTH & WELFARE TR: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
U A LOCAL 393 HEALTH & WELFARE TR (EIN 94-6401544)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-05
IRS object ID
201413099349302081
Schema version
2013v3.0
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)
Return2014-11-05T18:12:23-06:00ReturnTs
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)
EIN946401544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1U A LOCAL 393 HEALTH & WELFARE TRBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUALOBusinessNameControlTxt
Phone4084368210PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11731 TECHNOLOGY DRIVE SUITE 570AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT STRAWBRIDGEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4084368210PhoneNum
Signature2014-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01781096PTIN
Phone4158364000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT STRAWBRIDGEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11731 TECHNOLOGY DRIVE SUITE 570AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$62,863,075GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee398TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$41,072,399PYProgramServiceRevenueAmt
CY Program Service Revenue$44,843,410CYProgramServiceRevenueAmt
PY Investment Income$866,651PYInvestmentIncomeAmt
CY Investment Income$957,228CYInvestmentIncomeAmt
PY Other Revenue$357,782PYOtherRevenueAmt
CY Other Revenue$327,433CYOtherRevenueAmt
PY Total Revenue$42,296,832PYTotalRevenueAmt
CY Total Revenue$46,128,071CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$33,724,654PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$36,576,736CYBenefitsPaidToMembersAmt
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$1,668,152PYOtherExpensesAmt
CY Other Expenses$1,716,777CYOtherExpensesAmt
PY Total Expenses$35,392,806PYTotalExpensesAmt
CY Total Expenses$38,293,513CYTotalExpensesAmt
PY Revenues Less Expenses$6,904,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,834,558CYRevenuesLessExpensesAmt
Total Assets BOY$66,479,441TotalAssetsBOYAmt
Total Assets EOY$78,816,383TotalAssetsEOYAmt
Total Liabilities BOY$33,057,798TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,482,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,421,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,333,732NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & 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 Document312IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee398EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 Committees0MinutesOfCommitteesInd
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 Line1BENESYS ADMINISTRATORSBusinessNameLine1
FieldValueIRS element (for citing)
Phone4084368210PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11731 TECHNOLOGY DRIVE SUITE 570AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUG JONES
TRUSTEE5.00Yes (X)$0$0$0
SCOTT STRAWBRIDGE
CO-CHAIRMAN5.00Yes (X)$0$0$0
MICHAEL J VLAMING
TRUSTEE5.00Yes (X)$0$0$0
LARRY GATES
TRUSTEE5.00Yes (X)$0$0$0
WAYD LA PEARLE
TRUSTEE5.00Yes (X)$0$0$0
BILL MEYER
CHAIRMAN5.00Yes (X)$0$0$0
GARY GLENN
TRUSTEE5.00Yes (X)$0$0$0
GREGORY GONZALES
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 (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BENESYS ADMINISTRATORS
1731 TECHNOLOGY DRIVE SUITE 570SAN JOSECA95110CONTRACT ADMINISTRATOR$560,560
BLUE CROSS OF CALIFORNIA
21555 OXNARD STREETWOODLAND HILLSCA91367CLAIMS ADMINISTRATOR$295,778
DELTA DENTAL
100 FIRST STSAN FRANCISCOCA94105CLAIMS ADMINISTRATOR$147,982
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$44,130,145$44,130,145
ERA CONTRIBUTIONS900099$2,993,130$2,993,130
COBRA CONTRIBUTIONS900099$1,600$1,600
RECIPROCITY CONTRIBUTIONS900099-$2,281,465-$2,281,465
FieldValueIRS element (for citing)
Total Program Service Revenue$44,843,410TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$921,606TotalRevenueColumnAmt
Exclusion$921,606ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,770,626SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,735,004SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,622SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,622TotalRevenueColumnAmt
Related Or Exempt Func Income$35,622RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE D SUBSIDY900099$245,155$245,155
OTHER INCOME900099$74,903$74,903
LIQUIDATED DAMAGES900099$7,375$7,375
FieldValueIRS element (for citing)
Other Revenue Total$327,433OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,128,071TotalRevenueColumnAmt
Related Or Exempt Func Income$45,206,465RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$921,606ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$36,576,736TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$560,560TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$91,445TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$83,262TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$128,226TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,944TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,327TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
DELTA DENTAL$295,778
BLUE CROSS$147,982
MEMBER ADVOCATE$96,258
BENEFIT CONSULTING$93,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$200,995TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,293,513TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,744,309BOYAmt
EOY$1,517,193EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,338,887BOYAmt
EOY$20,910,882EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,554,432BOYAmt
EOY$3,846,186EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,521BOYAmt
EOY$3,641EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,627,014BOYAmt
EOY$52,379,515EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$212,278BOYAmt
EOY$158,966EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,479,441BOYAmt
EOY$78,816,383EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,646,048BOYAmt
EOY$631,981EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,411,750BOYAmt
EOY$33,850,670EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$33,057,798BOYAmt
EOY$34,482,651EOYAmt
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$33,421,643BOYAmt
EOY$44,333,732EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,421,643BOYAmt
EOY$44,333,732EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,479,441BOYAmt
EOY$78,816,383EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,834,558ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,077,531NetUnrlzdGainsLossesInvstAmt
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 (5 entries)

DescDescAmtAmt
SELF FUNDED BENEFITS PAYABLE$2,993,197
GROUP INSURANCE PREMIUMS PAYABLE$2,414,076
BANK OF HRS LIABILITY FOR EXT. COVERAGE$10,457,100
PARTICIPANT RESERVE ACCOUNT$16,777,597
CLAIMS INCURRED BUT NOT REPORTED$1,208,700
FieldValueIRS element (for citing)
Total Liability$33,850,670TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$49,205,602TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,077,531NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,077,531RevenueNotReportedAmt
Revenue Subtotal$46,128,071RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,128,071TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$38,293,513TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$38,293,513ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$38,293,513TotalExpensesPerForm990Amt

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 ABOVE INFORMATION REPRESENTS WHAT THE TRUST FUNDS 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 A, LINE 8BTHE PLAN DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CREVIEW WITH BOARD OF TRUSTEES ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO ALL PLAN PARTICIPANTS.
FORM 990, PART XI, LINE 2CTHE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
U A LOCAL 393 PENSION TRUST FUND
1731 TECHNOLOGY DRIVE SUITE 570SAN JOSECA95110946359772TO PROVIDE PENSION AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTSCA401(A)N/A0
U A LOCAL 393 TRUST FUND DEFINED
1731 TECHNOLOGY DRIVE SUITE 570SAN JOSECA95110946075617TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY CBACA401(B)N/A0
SAN JOSE UNIFIED SCHOOL DISTRICT
855 LENZEN AVESAN JOSECA95126946002606EDUCATIONCAGOVERNMENT ENTITY0
UNITED ASSOCIATION JOURNEYMEN & APPRENTICESHIP 393 PPF
6150 COTTLE ROADSAN JOSECA95123940775045TO PROMOTE THE INTEREST OF ALL ITS MEMBERS AND TO PROTECT THE HEALTH AND SACANON-PROFIT/TAX EXEMP0
PLUMBING INDUSTRY APPRENTICESHIP NON-PROFIT CORPORATION
780 COMMERCIAL STREETSAN JOSECA95112941482696APPRENTICESHIP & JOURNEYMAN TRAININGCANON-PROFIT/TAX EXEMP0
SANTA CLARA VALLEY CONTRACTORS ASSOCIATION
400 REED STREETSANTA CLARACA95050942494903PROFESSIONAL TRADE ASSOCIATIONCANON-PROFIT/TAX EXEMP0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
KINETICS MECHANICAL SERVICE INC
6691 BRISA STREETLIVERMORECA94550770476369MECHANICAL CONTRACTORCA00
PACIFIC COAST TRANE SALES & SERVICE
310 SOQUEL WAYSUNNYVALECA940864101942940366HVAC SALES & REPAIR FOR BUSINESS AND RESIDENTIALCA00
CFM V R TESCO LLC
1875 FOX LANEELGINIL60123300024685MACHINING, WELDING AND VALVE REPAIRSIL00CFM V R TESCO LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (67 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
DPW INC
203 E HARRIS AVENUESSAN FRANCISCOCA94080943916729COMMERCIAL PLUMBING AND PIPING INSTALLATIONCAS0
DANIEL LARRATT PLUMBING INC DBA DLI MECHANICAL
777 MARIPOSA ASAN FRANCISCOCA94107912000682PLUMBING CONTRACTORCAS0
DE BELLA MECHANICAL INC
605 NUTTMAN STREETSANTA CLARACA95054770166129SERVICESCAC0
DELCON HEATING & AIR COND
52 WRIGHT BROTHERS AVELIVERMORECA94551770125605HVACCAC0
MTECH CORP
385 REED STREETSANTA CLARACA95050880443557HVAC SERVICE AND INSTALLCAS0
EGAN PLUMBING
725 INDUSTRIAL RD UNIT-ASAN CARLOSCA94070680584341PLUMBINGCAS0
ENVIRONMENTAL SYSTEMS INC OF NORTHERN CALIFORNIA
3353 DE LA CRUZ BLVDSANTA CLARACA95050942298197HVAC MECHANICAL CONTRACTORCAC0
ACCO ENGINEERED SYSTEMS INC
6265 SAN FERNANDO RDGLENDALECA91201951625123HVAC CONSTRUCTIONCAS0
RAY L HELLWIG PLUMBING & HEATING INC
1301 LAURELWOOD ROADSANTA CLARACA95050941406096CONSTRUCTION PLUMBINGCAS0
W L HICKEY SONS INC
P O BOX 61209SUNNYVALECA94088941073393PLUMBING CONTRACTORCAS0
HONEYWELL INTERNATIONAL INC
1985 DOUGLAS DR NGOLDEN VALLEYMN55422222640650MULTINATIONAL COMPANY ENGAGED IN VARIOUS MFG AND SERVICE BUSINESSESNJC0
JOHNSON CONTROLS INC
SSC PAYROLL 507 E MICHIGAN ST M-54MILWAUKEEWI532025211390380010BUILDING EFFICENCEYWIC0
KDS PLUMBING INC
2087 RINGWOOD AVE 10SAN JOSECA95131770382221PLUMBINGCAS0
KENT M LIM & COMPANY INC
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