2024-11-11T10:49:06-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD SUITE 400 SAN RAMON CA 94583 990 2023-01-01 946401544 U A LOCAL 393 HEALTH & WELFARE TRUST % BENESYS ADMINISTRATORS UALO 4085883770 6293 SAN IGNACIO AVE SAN JOSE CA 95119 ERIC MUSSYNSKI CO-CHAIR 4084368210 2024-11-08 true true JESSICA R ROSTER P01317380 9252779100 2023 2024-10-15 13:58:12Z X ERIC MUSSYNSKI 6293 SAN IGNACIO AVE SAN JOSE CA 95119 162854581 false X N/A X 1952 CA TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS IN A MULTIEMPLOYER PLAN. 10 0 4 10 0 0 0 0 65968410 65820408 3514266 9666207 140103 169710 69622779 75656325 0 0 65284680 58259040 172285 154871 0 0 0 2796899 2619034 68253864 61032945 1368915 14623380 177958675 201520609 85990603 89595430 91968072 111925179 TO PROVIDE HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS IN A MULTIEMPLOYER PLAN. false false PROVIDED ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION IN A MULTIEMPLOYER PLAN. false false false false false false false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 160 0 true 4 true true true false false false false false false false X 10 0 false true false false false false false true false false false false true true true true true false false false CA X BENESYS ADMINISTRATORS 4085883770 6293 SAN IGNACIO AVE SAN JOSE CA 95119 X SUZANNE H NEEDHAM PLAN DIRECTOR 40.0 0.0 X 214677 0 83801 KARL BAUMHECKEL TRUSTEE 5.0 0.0 X 8011 0 0 GARY GLENN TRUSTEE 5.0 0.0 X 5340 0 0 GREGORY GONZALES TRUSTEE 5.0 0.0 X 2587 0 0 EDWARD NICHOLS TRUSTEE 5.0 0.0 X 2174 0 0 ALEX HALL CO-CHAIR 5.0 0.0 X X 0 0 0 ERIC MUSSYNSKI CO-CHAIR 5.0 0.0 X X 0 0 0 MICHAEL J VLAMING TRUSTEE 5.0 0.0 X 0 0 0 JAMES LOWDER TRUSTEE 5.0 0.0 X 0 0 0 GREG CONN TRUSTEE 5.0 0.0 X 0 0 0 WAYD LAPEARLE TRUSTEE 5.0 0.0 X 0 0 0 232789 0 83801 1 false true false BENESYS INC 700 TOWER DRIVE SUITE 300 TROY MI 48098 ADMIN SERVICES 831404 DELTA DENTAL 560 Mission St Ste 1300 SAN FRANCISCO CA 94105 ADMIN SERVICES 296509 ANTHEM BLUE CROSS PO Box 60007 LOS ANGELES CA 95670 ADMIN SERVICES 187299 COLUMBIA MANAGEMENT NW 7702 PO BOX 1450 MINNEAPOLIS NM 55485 INVESTMENT FEES 180696 NWQ INVESTMENTS 2029 Century Park East 16th Floor LOS ANGELES CA 90067 INVESTMENT FEES 143874 8 0 EMPLOYER CONTRIBUTIONS 900099 57137217 57137217 ERA CONTRIBUTIONS 900099 7225628 7225628 RETIREE & SELF-PAY CONTRIBUTIONS 900099 1334212 1334212 LIQUIDATED DAMAGES 900099 70801 70801 COBRA CONTRIBUTIONS 900099 52550 52550 65820408 5243962 5243962 0 0 0 0 0 91620501 87198256 4422245 4422245 4422245 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 169710 169710 169710 75656325 65990118 0 9666207 0 0 0 58259040 18112 0 128363 0 0 8396 750713 97818 114731 0 0 351324 1138049 0 111138 0 0 0 0 0 24419 0 0 0 19138 PCORI TAX 11704 61032945 17061133 14970573 6415548 7324315 0 0 5994097 6153528 0 0 0 0 0 0 0 0 12069 213 0 0 147654975 171916916 0 0 0 0 0 0 820853 1155064 177958675 201520609 788580 633414 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85202023 88962016 85990603 89595430 X 0 0 0 0 91968072 111925179 91968072 111925179 177958675 201520609 14623380 5333727 X X false true X true false 0 DUE TO OTHER FUNDS 436747 INSURANCE PREMIUMS PAYABLE 4524431 CLAIMS PAYABLE AND IBNR 5591215 BANK OF HOURS LIABILITY 20135000 PARTICIPANT RESERVE ACCOUNT 58274623 88962016 X 80643457 5333727 5333727 75309730 346595 346595 75656325 57010971 57010971 346595 3675379 4021974 61032945 FORM 990, PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLANS HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLANS AND CONCLUDED THAT AS OF DECEMBER 31, 2023, AND 2022 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING AND REGULATORY JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. PART XII, LINE 4B: CHANGE IN NET BENEFITS OBLIGATION false false false SUZANNE H NEEDHAM PLAN DIRECTOR 214677 0 0 0 0 0 60881 0 22920 0 298478 0 0 0 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, BENESYS ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS REVIEWED AND APPROVED BY THE CHAIRPERSON OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO ALL PLAN PARTICIPANTS. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR. FORM 990 PART VII SECTION A COLUMN D: THE OVERALL COST FOR THE SALARY REPORTED IN COLUMN D IS SHARED BY THREE RELATED ORGANIZATIONS. FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. U A LOCAL 393 PENSION TRUST FUND 6293 SAN IGNACIO AVE SAN JOSE CA 95119 946359772 Benefits CA 501(A) N/A NA false U A LOCAL 393 TRUST FUND DEFINED contrib 6293 SAN IGNACIO AVE SAN JOSE CA 95119 946075617 Benefits CA 501(A) N/A NA false false false false false false false false false false false false false false false false false false false false SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2023, THERE ARE APPROXIMATELY 118 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 ORANIZATION, 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. ABC PLUMBING INC. ABM BUILDING SOLUTIONS ACCEL AIR SYSTEMS, INC. ACCO ENGINEERED SYSTEMS ADVNC AIR TECHNOLOGIES AGC, INC AIR SYSTEMS AN EMCOR COMPANY AIR SYSTEMS SERVICE/CONSTRUCT ALL BAY MECHANICAL ALL TEMP SERVICE AIR COND INC ANDERSON ROWE AND BUCKLEY APOLLO CONSTRUCTION SERVICES ASCO SERVICE, INC. AUTOMATED BUILDING CONTROL AUTOMATED SOLUTIONS GROUP AXIS MECHANICAL INC. BACON PLUMBING CO., INC. BAY AREA HVAC BAY AREA MECHANICAL LLC BAY CITY MECHANICAL INC BAY CITY MECHANICAL SERVS LLC BENICIA PLUMBING, INC. BROADWAY MECHANICAL CO, INC. BULLET PNEUMATICS INC C & S MECHANICAL INC CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA CLIMATE SYSTEMS CASTRO PLUMBING SER., INC CLIMATE PROS LLC CLI-METRICS SERVICE COMPANY COLD CRAFT, INC. COLD ROOM SOLUTIONS, INC. COMFORT AIR COOL TECH MECHANICAL INC CRITCHFIELD MECHANICAL, INC. DEBELLA MECHANICAL DEHARO MECHANICAL INC. DINELLI PLUMBING, INC. DOWDLE & SONS MECH., INC. DPW, INC. ECO HVAC CONTRACTING EGC FAMILY PLUMBING INC ENVIRONMENTAL SYS 2 ESTES COMMERCIAL REFRIG F M BOOTH INC FREIGHT TRAIN REFRIGERATION HARRIS BAY AREA HONEYWELL INC ICOM MECHANICAL INC INDOOR ENVIRONMENTAL INFINITY MECHANICAL J R PIERCE PLUMB J. MCCABE PLUMBING INC. J. SOARES PLUMBING, INC. J.W. MCCLENAHAN CO. JET MECHANICAL, INC. JOE KOCHER PLUMBING, INC. JOHNSON CONTROLS, INC. K.D.S. PLUMBING, INC. KEY REFRIGERATION CO. KIEWIT INFRASTRUCTURE WEST CO KINETIC SYSTEMS INC KINETICS MECH. SER., INC. KOH MECHANICAL CONTRACTORS, INC L & S REFRIGERATION LEFCO INC M.J. MECHANICAL SERVICE MARELICH MECH. CO., INC. MATRIX HG, INC. MESA ENERGY SYSTEMS MICHAEL VENOSTA PLUMBING MONSTER MECHANICAL, INC. MURRAY PLUMBING AND HEATING NORTHERN SERVICES, INC. O C MC DONALD CO OCEAN PARK MECHANICAL INC OMNI MECHANICAL SOLUTIONS P. PPLUMBING INC DBA GET PIPED PACIFIC COAST TRANE SERV PACIFIC PLUMBING INC. PACIFIC RIM PLUMBING, INC PAN PACIFIC MECHANICAL PARAGON MECHANICAL PERFORMANCE MECH. INC. PRIBUSS ENGINEERING PRIME MECHANICAL PRO TEMP MECHANICAL, INC. QUALITY PLUMBING ASSOCIATION QUALTECH MECHANICAL R & V REFRIGERATION, INC. RESCUE AIR SYSTEMS, INC ROUNTREE PLUMBING&HEATING, INC S & H CONSTRUCTION INC SAN JOSE BOILER WORKS INC. SAN JOSE WATER COMPANY SERVICE UNLIMITED, INC. SILICON VALLEY MECHANICAL SMITH-MECHANICAL ELECTRICAL SOUTH BAY LABOR COUNCIL SOUTH BAY PIPING INDUSTRY SOUTHLAND INDUSTRIES STEPHEN CIARI PLBG & HEAT STRATEGIC MECHANICAL INC SUNBELT CONTROLS, INC. THERMA LLC THERMAL MECHANICAL THERMOTEK SERVICES, INC TYRRELL PLUMBING & MECHANICAL U.A. LOCAL 393 - JATC UA LOCAL 393 UA LOCAL 393 BENEFIT FUNDS UNITED MECHANICAL INC. VAL'S PLMBG. & HTG. INC VICTORIOUS R.E.D. W L HICKEY SONS INC WEST VALLEY CONST WESTERN ALLIED MECH., INC WHITE WATER PLUMBING