2024-04-23T11:19:18-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 943203548 PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN % PAULA BAILEY PLUM 7076444071 220 PEABODY ROAD VACAVILLE CA 95687 STEVE MCCALL TRUSTEE 7076444071 2024-04-22 true STEVE MCCALL 999009999 JESSICA R ROSTER P01317380 9252779100 2 2022 2023-04-26 12:10:37Z STEVE MCCALL 220 PEABODY ROAD VACAVILLE CA 95687 9095686 false X n/a X 1994 CA TO PROVIDE HEALTH AND WELFARE BENEFITS IN THIS MULTIEMPLOYER PLAN. 5 0 0 0 0 0 0 0 6887734 8641110 461539 336736 0 1123 7349273 8978969 0 0 6551206 7561486 160577 218677 0 0 0 567453 457472 7279236 8237635 70037 741334 13064866 14024157 3296312 3465237 9768554 10558920 TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, RETIREES, AND THEIR QUALIFIED BENEFICIARIES IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false false false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 6 0 true 0 true false false false false false false false false 5 0 false false false false false false false true true false false false false false true false false CA X PAULA BAILEY 7076444071 220 PEABODY ROAD VACAVILLE CA 95687 X Steven McCall CO-CHAIRMAN 0.2 0.0 X X 0 0 0 MICHAEL STIRLING TRUSTEE 0.2 0.0 X 0 0 0 ALEX HALL TRUSTEE/CO-CHAIRMAN 0.2 0.0 X X 0 0 0 FRED LEHMAN TRUSTEE 0.2 0.0 X 0 0 0 PAUL SCHULTZ TRUSTEE 0.2 0.0 X 0 0 0 TIM TYRRELL TRUSTEE 0.2 0.0 X 0 0 0 DANIEL BARRETT TRUSTEE 0.2 0.0 X 0 0 0 BILL CRAWLEY III TRUSTEE 0.2 0.0 X 0 0 0 GREGORY SIMON COORDINATOR 40.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 PARTICIPANT CONTRIBUTIONS 900099 519001 519001 EMPLOYER CONTRIBUTIONS 900099 8122109 857322 8641110 343453 343453 0 0 0 0 0 110000 116717 -6717 -6717 -6717 0 0 0 0 0 0 0 0 0 REFUND OF PAYROLL TAXES 1123 1123 1123 8978969 1376323 0 337859 0 0 0 7561486 0 0 158070 0 45889 14718 100836 39688 85337 0 0 2084 83022 0 3254 8146 0 117639 0 0 9464 0 0 0 1934 TAXES 6068 8237635 X 5208 5649 813132 1128100 0 0 468000 660000 0 0 0 0 0 0 0 0 524000 592000 0 0 11254526 11638408 0 0 0 0 0 0 0 0 13064866 14024157 318312 47237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2978000 3418000 3296312 3465237 X 0 0 0 0 9768554 10558920 9768554 10558920 13064866 14024157 741334 49032 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 3418000 3418000 X 9025917 49032 49032 8976885 2084 2084 8978969 7795551 7795551 2084 440000 442084 8237635 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 8B: THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATION 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 U.A. LOCAL 343. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES OVERSIGHT RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED. UA LOCAL 343 DEFINED BENEFIT PLAN 220 PEABODY ROAD VACAVILLE CA 95687 946092775 PENSION BENIF CA 501(A) N/A NA false UA Local 343 220 PEABODY ROAD VACAVILLE CA 95687 940925634 LABOR UNION CA 501(C)(5) N/A NA false false false false false false false false false false false false false true false false true false false false UA LOCAL NO 343 M, P 100836 ESTIMATED COST FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2023, THERE ARE APPROXIMATELY 169 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 PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A E CONTRACTOR ABM BUILDING SOLUTIONS ACCO ENGINEERED SYSTEMS (ACCO) ADAMS POOL SOLUTIONS ADVANCED PNEUMATIC TUBES, INC. AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL, INC. AIRTEKS.COM, INC ALFREDO ABEYTA ALL ABOUT BUILDING INC ALL PHASE MECHANICAL INC ALLIED HEATING AND AIR CONDITIONING AMERICAN MECHANICAL INC AMS HEATING INC ANDREW DOWDLE AP PLUMBING & FIRE INC APPLIED PROCESS COOLING CORP. AQUADUCT PLUMBING ARB, INC. ART'S CONSTRUCTION CO., INC BABCOCK-WILCOX BANNER PLUMBING BAY CITY MECHANICAL SERVICE LLC BEL AIR MECHANICAL BELL PRODUCTS, INC. BENICIA PLUMBING BIM DESIGNS, INC BONESO BROTHERS CONSTRUCTION INC BROADWAY MECHANICAL CONTRACTORS INC BROWARD BROS., INC BULLET PNEUMATICS INC CALIFORNIA DEPT OF CORRECTIONS CALIFORNIA SPECTRA INSTRUMENTATION, INC CALIFORNIA STATE PIPE TRADES COUNCIL CAROLE NEFZGER CHAMPION INDUSTRIAL CONTRACTOR CHERNE CHM MECHANICAL INC CITY MECHANICAL INC COBABE BROTHERS INCORPORATED COLD AIR REFRIGERATION INC/DBA COLD TEMP SOLUTIONS COMFORT AIR, INC CONSTRUCTION WEST SERVICES INC (CWSI) CONTRA COSTA ELECTRIC CORE CONSTRUCTION BUILDERS & ASSOCIATES INC CRITCHFIELD MECHANICAL INC. CULINARY STAINLESS FABRICATORS DDK MECHANICAL INC DEHARO MECHANICAL INC DINELLI PLUMBING DORMATECH MECHANICAL SYSTEMS INC DOWDLE & SONS MECHANICAL INC. EAST BAY RESTAURANT INSTALLATIONS EDI EIGHTH LINE TECHNOLOGIES INC ELEANOR CARLON EMCOR SERVICES - MESA ENERGY SYSTEMS ENVISE ESSEX MECHANICAL SERVICES INC F L CHASE CO FLOWTEK PLUMBING INC FRANK M. BOOTH, INC. G.A.R. PLUMBING PARTNERS GETTLER-RYAN INC GRAYCOR INDUSTRIAL CONSTRUCTORS INC GUARANTEE ELECTRICAL CONTRACTING, LLC GUERRA BROS PLUMBING INC HARDER MECHANICAL CONTRACTORS, INC. HARRIS COMPANY (dba HARRIS BAY AREA, LLC) HYDRA VENTURES INC dba CAL PACIFIC PLUMBING SYSTEM ICOM MECHANICAL INDOOR ENVIRONMENTAL SERVICES (AKA SITELOGIQ) INDUSTRIAL CONTRACTORS INGRID M WORNIG INTECH MECHANICAL COMPANY, INC INTERSTATE COMPANIES J.R. PIERCE PLUMBING J.W. McCLENAHAN CO. JATC LOCAL 343 JEFFREY GRAY PLUMBING (GRAY PLBG INC.) JOHN P DOYLE JOHNSON CONTROLS INC KDS PLUMBING INC KINETIC MECHANICAL SERVICES KINETIC SYSTEMS L G ELLIS PLUMBING INC L.J. KRUSE CO LAWSON MECHANICAL CONTRACTORS LEED MECHANICAL LEFEVRE WELDING LESCURE PLUMBING LINDA R. HOBSON LOCAL 343 MARELICH MECHANICAL MARINA MECHANICAL MARKEN MECHANICAL SERVICES INC MATRIX HG INC MID MOUNTAIN MECHANICAL MONTEREY MECHANICAL CO. MSR MECHANICAL LLC MURRAY COMPANY N.V. HEATHORN NAPA STATE HOSPITAL NEW ENGLAND SHEET METAL WORKS INC NEWTRON INC NORTH BAY PLUMBING INC. O'BRIEN MECHANICAL INC OCEAN PARK MECHANICAL INC ORA A BERNARD OVERMIER COMPANY P1 CONSTRUCTION LLC PACE PERFORMANCE CONSTRUCTION, INC PAN-PACIFIC MECHANICAL PATTON SHEET METAL WORKS PEGGY AARON PENNINGTON PLUMBING PERFORMANCE MECH., INC. (PMI) PERRYMAN MECHANICAL, INC PETERSON MECHANICAL INC PLUMBER BY TRADE PLUMBERS MANAGED HEALTH CARE R&V REFRIGERATION, INC RAM MECHANICAL INC RAY HEATING PRODUCTS dba RHP MECH SYSTEMS INC RETRO-TECH SYSTEMS, LLC RICHARD L GARCIA RIGNEY PLUMBING INC ROUNTREE PLUMBING & HEATING INC RSI - REFRIGERATION SOLUTIONS RYDJORD PLUMBING SABOO INC. SANTA ROSA CONTRACTORS INC SCHREDER AND BRANDT MFG INC SCHULTZ INDUSTRIAL SERVICES, INC SIERRA PLUMBING SERVICES INC SOUTHLAND INDUSTRIES STATE OF CALIFORNIA - NAPA STATE HOSPITAL STRATEGIC MECHANICAL INC SWISSLOG SYSTEMS MECHANICAL INC. T.R.S.C. INC TDR ENTERPRISE TELSTAR INSTRUMENTS THERMA CORP. THERMAL MECHANICAL TIM TYRRELL TNT CONSTRUCTION SERVICES TNT INDUSTRIAL CONTRACTORS TOP NOTCH TEMP CONTROL TRINITY LINDSEY TRUSTAR ENERGY TTS CONSTRUCTION TYRRELL PLUMBING & MECHANICAL UNIFIED FIELD SERVICES CORPORATION UNITED MECHANICAL INC UNITED TECHNOLOGIES CARRIER UST TESTING SERVICES INC VALIDPATH INC VILLARA MECHANICAL VINCIGUERRA CONSTRUCTION INC VIRGINIA HANKES WAGNER MECHANICAL INC WESTERN ALLIED MECHANICAL WESTERN WATER FEATURES, INC WHIRCO, INC WILLIAM CAWLEY WILSON CUSTOM WELDING INC WITHERS MECHANICAL WWF CONTRACTORS CORP