STATIONARY ENGINEERS WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STATIONARY ENGINEERS WELFARE FUND (EIN 94-6171641)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-11
- IRS object ID
- 201302549349301055
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-11T19:24:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522385296 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834346 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946171641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATIONARY ENGINEERS LOCAL 39 HEALTH AND | BusinessNameLine1 |
| Business Name Line2 | WELFARE PLAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAT | NameControl |
| Phone | 9252089999 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1 |
| City | PLEASANTON | City |
| State | CA | State |
| ZIP Code | 94566 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BENSI | Name |
| Title | TRUSTEE | Title |
| Phone | 9252089999 | Phone |
| Date Signed | 2013-09-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M THIERMANN | Name |
| PTIN | P01066616 | PTIN |
| Phone | 9252779100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL BENSI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY NO 200 | AddressLine1 |
| City | PLEASANTON | City |
| State | CA | State |
| ZIP Code | 94566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 59988109 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 53700935 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 58461916 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1936073 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1526193 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 55637008 | TotalRevenuePriorYear |
| Total Revenue Current Year | 59988109 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 52491773 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 57401593 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1377856 | OtherExpensePriorYear |
| Other Expenses Current Year | 1622862 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 53869629 | TotalExpensesPriorYear |
| Total Expenses Current Year | 59024455 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1767379 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 963654 | RevenuesLessExpensesCY |
| Total Assets BOY | 38006206 | TotalAssetsBOY |
| Total Assets EOY | 42105841 | TotalAssetsEOY |
| Total Liabilities BOY | 12120964 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13398273 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25885242 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28707568 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE PLAN AND THEIR DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDED HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 158 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9252089999 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7180 KOLL CENTER PARKWAY 200 | AddressLine1 |
| City | PLEASANTON | City |
| State | CA | State |
| ZIP Code | 94566 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| JERRY KALMAR | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| BART FLORENCE | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| PAUL BENSI | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| LYLE SETTER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENESYS | |||||
| 7180 KOLL CENTER PKWY SUITE 200 | PLEASANTON | CA | 94566 | THIRD PARTY ADMINISTRATION SERVICES | 634363 |
| WEINBERG ROGER & ROSENFELD | |||||
| 1001 MARINA VILLAGE PKWY SUITE 200 | ALAMEDA | CA | 94501 | LEGAL SERVICES | 327235 |
| DELTA DENTAL | |||||
| PO BOX 997330 | SACRAMENTO | CA | 958997330 | CLAIMS ADMINISTRATION FEES | 253743 |
| ANTHEM BLUE CROSS | |||||
| 2121 N CALIFORNIA BLVD 700 | WALNUT CREEK | CA | 94596 | CLAIMS ADMINISTRATION FEES | 108346 |
| LINDQUIST LLP | |||||
| 5000 EXECUTIVE PARKWAY SUITE 5000 | SAN RAMON | CA | 94583 | ACCOUNTING SERVICES | 102808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 56761245 | 56761245 |
| PARTICIPANT CONTRIBUTIONS | 900099 | 1145642 | 1145642 |
| STOP LOSS REIMBURSEMENT | 900099 | 314644 | 314644 |
| OTHER INCOME | 900099 | 187804 | 187804 |
| PRESCRIPTION DRUG REBATE | 900099 | 52581 | 52581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 58461916 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1526193 | TotalRevenueColumn |
| Exclusion | $1,526,193 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59988109 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58461916 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,526,193 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57401593 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 613556 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333325 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102808 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462084 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58396 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11487 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25206 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59024455 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3100917 | BOY |
| EOY | 3381462 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2418199 | BOY |
| EOY | 1742072 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4876750 | BOY |
| EOY | 5374044 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132796 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27477544 | BOY |
| EOY | 31608263 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38006206 | BOY |
| EOY | 42105841 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2480265 | BOY |
| EOY | 3028568 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96699 | BOY |
| EOY | 96705 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9544000 | BOY |
| EOY | 10273000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12120964 | BOY |
| EOY | 13398273 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25885242 | BOY |
| EOY | 28707568 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25885242 | BOY |
| EOY | 28707568 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38006206 | BOY |
| EOY | 42105841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 963654 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1858672 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCUMULATED ELIGIBILITY CREDITS | Description |
| Amount | $10,273,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10273000 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 61830781 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1858672 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1858672 | RevenueNotRptdF990 |
| Revenue Subtotal | 59972109 | RevenueSubtotal |
| Investment Expenses Not Included | 16000 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 16000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 59988109 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57636139 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 57636139 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 16000 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1372316 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1388316 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 59024455 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMEBER 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO THE FISCAL YEAR ENDING DECEMEBER 31, 2009. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE PLAN HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE ORGANIZATION'S GOVERNING BODY TO REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY IN INTEREST AND CONFLICT OF INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| STATIONARY ENGINEERS LOCAL 39 PENSION | ||||||||||
| 1640 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | 946118939 | UNION PENSION PLAN | CA | 501(A) | N/A | N/A | 0 |
| STATIONARY ENGINEERS LOCAL 39 ANNUITY | ||||||||||
| 1640 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | 942787714 | UNION ANNUITY PLAN | CA | 501(A) | N/A | N/A | 0 |
| IUOE STATIONARY ENGINEERS LOCAL NO 39 | ||||||||||
| 337 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | 941056580 | LOCAL UNION | CA | 501(C)5 | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE R, IDENTIFICATION OF RELATED PARTIES: | ReturnReference |
| Explanation | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF 12/31/12, THERE ARE APPROXIMATELY 156 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 11TH & 'L' BUILDING 500 CAPITOL MALL TOWER LLC ABLE ENGINEERING SERVICES ABM ENGINEERING SERVICES ACEPEX MANAGEMENT CORPORATION AEG MANAGEMENT OAKLAND, LLC AIRCON ENERGY ALEUT FACILITY SUPPORT SERVICES LLC ALSCO - SAN JOSE ALSCO SAN FRANCISCO ALTA BATES HOSPITAL ASCO SERVICE INC AT YOUR SERVICE HEATING & COOLING, LLC B&W CONTRACT SERVICES INC BENTLY HOLDINGS CALIFORNIA BERKELEY FARMS INC HAYWARD BIMBO BAKERIES/SARA LEE (FRESNO) BIMBO BAKERIES/SARA LEE (OAKLAND) BIMBO BAKERIES/SARA LEE (SACRAMENTO) BOHANNON DEVELOPMENT COMPANY BRANDYWINE REALTY TRUST BROADWAY REAL ESTATE SERVICES BROOKFIELD PROPERTIES, LLC BROOKS RANGE CONTRACT SERVICES CALFOX CALIFORNIA DAIRIES INC CALIFORNIA PACIFIC MEDICAL CENTER CALIFORNIA SHELLFISH COMPANY CALIFORNIA SPRAY DRY COMPANY CATHEDRAL HILL PLAZA ASSOCIATES CB RICHARD ELLIS CBRE TECHNICAL SERVICES CHINESE HOSPITAL CITY OF COLFAX CLAREMONT RESORT INC CLIFT HOTEL, THE COLFAX CEMETERY/COUNTY OF PLACER COLLIERS INTERNATIONAL COMPLETE BUILDING SERVICES CROSSPOINT REALTY SERVICES CROWNE PLAZA SAN FRANCISCO INT'L AIRPORT CUSHMAN AND WAKEFIELD CUSHMAN AND WAKEFIELD DAUGHTERS OF CHARITY - SETON MED CNTR/COASTSIDE DAUGHTERS OF CHARITY - SETON MEDICAL CENTER DIGNITY HEALTH - SEQUOIA HOSPITAL DIGNITY HEALTH - ST. FRANCIS HOSPITAL DIGNITY HEALTH - ST. MARY'S HOSPITAL DOCTORS MEDICAL CENTER SAN PABLO DONOHOE & COMPANY INC. DOUBLETREE HOTEL ENOVITY, INC. EQUITY OFFICE PROPERTIES FAIRMONT HOTEL, SAN JOSE FOUR SEASONS HOTEL, SF GRAMERCY TOWERS COMPANY GRAND HYATT SAN FRANCISCO GROWERS ICE COMPANY GRUBB & ELLIS MANAGEMENT SERVICES, INC. HANDLERY UNION SQUARE HOTEL HEARST CORPORATION HERRICK HOSPITAL & HEALTH CENTER HILTON FINANCIAL DISTRICT HINES HOLIDAY INN CIVIC CENTER HOLIDAY INN FISHERMAN'S WHARF HOLIDAY INN GOLDEN GATEWAY HOSTESS BRANDS HOTEL NIKKO SAN FRANCISCO HOTEL SOFITEL, SF BAY HP HOOD, LLC. / CROWLEY FOODS HYATT REGENCY SACRAMENTO HYATT REGENCY SAN FRANCISCO HYATT REGENCY SF AIRPORT INTERCONTINENTAL SAN FRANCISCO HOTEL ISS FACILITY SERVICES IUOE LOCAL 39 IUOE LOCAL 39 - SACRAMENTO TRAINING CENTER J.W. MARRIOTT HOTEL JOHN MUIR MEDICAL CENTER/CONCORD CAMPUS JOHNSON CONTROLS, INC. JONES LANG LASALLE SERVICES JONES LANG LASALLE SERVICES (SACRAMENTO) K CORP TECHNOLOGY SERVICES, INC. KABUKI HOTEL KINGS-ARCO ARENA, LP KINGSBURY GID KURTZERS HEATING & AIR CONDITIONING LANDMARK EXCHANGE MANAGEMENT, INC. LEE'S APPLIANCES, INC. LEGACY MECHANICAL & ENERGY SERVICES, INC. LEO EPP COMPANY MARK HOPKINS HOTEL MARRIOTT OAKLAND CITY CENTER MARRIOTT-FISHERMAN'S WHARF MATRIX, H.G., INC. MERIDIAN MANAGEMENT COMPANY METRO MAINTENANCE MJM MANAGEMENT GROUP /DBA/ YERBA BUENA GARDENS NEW SOUTH PARKING (FORMERLY AMPCO - SFO) NORTH TAHOE PUD NORTHERN MANAGEMENT SERVICES NOTRE DAME DE NAMUR UNIVERSITY OAKLAND AIRPORT HILTON O'CONNOR HOSPITAL OLYMPIC CLUB, THE OROWEAT SALES CO., A DIVISION OF BIMBO PALACE HOTEL PARC 55 HOTEL MANAGEMENT, LLC PRIDE INDUSTRIES RELIABLE BUILDING MAINTENANCE RNM PROPERTIES ROCKEFELLER GROUP INTERNATIONAL INC. ROUND HILL GENERAL SAFEWAY STORES, BAKERY 8122 SAFEWAY STORES, INC. (MILK PLANT) SAINT LOUISE REGIONAL HOSPITAL SAN FRANCISCO CONSERVATORY OF MUSIC SAN FRANCISCO HILTON SAN FRANCISCO MARRIOTT SAN FRANCISCO MARRIOTT UNION SQUARE SAN JOSE ARENA MANAGEMENT, INC. SAN JOSE HILTON & TOWERS SANTA CLARA CHAMBER OF COMMERCE SANTA ROSA MEMORIAL HOSPITAL SAPUTO DAIRY FOODS USA, LLC SHASTA LINEN SUPPLY, INC. SHERATON FISHERMAN'S WHARF SHERATON GRAND SACRAMENTO HOTEL SMG / GEORGE MOSCONE CENTER SMG/OCJ/DBA OAKLAND ALAMEDA COUNTY COLISEUM SMS-VEF IV, LLC ST REGIS HOTEL, THE ST. JOSEPH'S MEDICAL CENTER STANFORD COURT - A RENAISSANCE HOTEL STOCKTON COLD STORAGE SUMMIT MEDICAL CENTER SUNSET DEVELOPMENT COMPANY TISHMAN SPEYER TOWNSHIP ENGINEERING SERVICES UGL SERVICES UNICCO OPERATIONS UNI-KOOL COMPANY (SALINAS) UNIVERSAL PARAGON CORPORATION UNIVERSITY OF SAN FRANCISCO URBAN SERVICES GROUP, INC. VERITAS PROPERTY MANAGEMENT W SAN FRANCISCO HOTEL WEIGEL MECHANICAL WEINBERG ROGER & ROSENFELD WEST COAST REALTIES, HEARST COMMUNICATIONS, INC. WESTERN CONFERENCE OF OPERATING ENGINEERS WESTIN SAN FRANCISCO MARKET STREET WESTIN ST. FRANCIS WORLEYPARSONS CONSTRUCTORS, INC. | Explanation |