2025-04-24T08:27:05-05:00 2024-06-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-07-01 946430804 UA LOCAL NO 159 HEALTH AND WELFARE TRUST FUND % HLTH SERVICES & BENEFIT ADMI UALO 9258337300 4160 DUBLIN BLVD Suite 100 Dublin CA 94568 NICK GOODWIN CHAIRMAN 9258337300 2025-04-23 true true SUNYOUNG BAEK P01451883 9252779100 2023 2025-03-06 01:10:19Z X NICK GOODWIN 4160 Dublin Blvd 100 Dublin CA 94568 7442562 false X n/a X 1993 CA TO PROVIDE HEALTH AND WELFARE BENEFITS IN THIS MULTIEMPLOYER PLAN. 6 0 83 0 0 0 0 0 7103635 7093933 317099 348629 0 0 7420734 7442562 0 0 6541932 6721751 0 0 0 0 0 418353 450757 6960285 7172508 460449 270054 10959144 11366891 2772732 2637523 8186412 8729368 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS IN THIS 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 false false false false false false false false false false false false true false false true 55 0 true 83 true false false false false false false false false X 6 0 false true false false false false false true false false false true false false true false false false CA X HLTH SERVICES BENEFIT ADMI 9254544300 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 X Nick Goodwin trustee - CHAIRMAN 1.0 0.0 X X 0 0 0 ALEX HALL Trustee - CO-CHAIR 1.0 0.0 X X 0 0 0 ROBERT SEWELL TRUSTEE 1.0 0.0 X 0 0 0 BILL CAWLEY III TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL LESCURE TRUSTEE 1.0 0.0 X 0 0 0 JASON LESTER TRUSTEE 1.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION INFORMATION 0.0 0.0 X 0 0 0 0 0 0 0 false false false HEALTH SERVICES BENEFIT ADMINISTR 4160 Dublin Blvd Suite 100 DUBLIN CA 94568 CONTRACT ADMIN 135861 1 0 EMPLOYER CONTRIBUTIONS 900099 6733388 6733388 PARTICIPANT CONTRIBUTIONS 900099 360545 360545 7093933 348629 348629 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7442562 7093933 0 348629 0 0 0 6721751 0 0 0 0 0 0 230016 35848 78140 0 0 8199 81695 0 12885 0 0 0 0 0 1678 0 0 0 0 MISCELLANEOUS EXPENSES 709 PCORI TAXES 1587 7172508 X 866961 760843 1585423 1686837 0 0 789000 577000 0 0 0 0 0 0 0 0 0 3107 0 0 7717760 8339104 0 0 0 0 0 0 0 0 10959144 11366891 52732 37523 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2720000 2600000 2772732 2637523 X 0 0 0 0 8186412 8729368 8186412 8729368 10959144 11366891 270054 272902 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 2530000 CLAIMS PAYABLE AND IBNR 61000 PREMIUMS PAYABLE 9000 2600000 X 7707265 272902 272902 7434363 8199 8199 7442562 7284309 7284309 8199 -120000 -111801 7172508 PART X, LINE 2: The Plan has analyzed the tax positions taken by the Plan and has concluded that, as of June 30, 2024 and 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: CHANGE IN BENEFIT OBLIGATIONS -$120,000 FORM 990, PART VI, SECTION A, LINE 3: THE GOVERNING BODY HAS DELEGATED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PROVIDED TO EACH OF THE TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS 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 ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE TAX-EXEMPT ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE ADMINSTRATOR. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. UA Local 159 PENSION TRUST FUND 4160 Dublin Blvd Suite 100 Dublin CA 94568 942859426 RETIREMENT CA 501A N/A NA false UA Local 159 1308 Roman Way Martinez CA 94553 940944925 LABOR UNION CA 501(C)(5) N/A NA false false false false false false false false false false false false false false false false true false false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: UA LOCAL 159 PRIMARY ACTIVITY: TO REPRESENT UNION MEMBERS, SPONSORING ORGANIZATION OF THE FILING ENTITY 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, 2024, THERE ARE APPROXIMATELY 54 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. ACCO ENGINEERED SYSTEMS AIR SYSTEMS SERVICE AND CONTRUCTION ALLIED HEATING & CONDITIONING ANDERSON, ROWE & BUCKLEY, INC. BACON PLUMBING CO. INC. BAY CITY MECHANICAL BELLANTI PLUMBING INC. BENICIA PLUMBING BERKELEY PLUMBING FRANK M. BOOTH, INC. CAL PACIFIC PLUMBING SYSTEMS CARRIER COMMERCIAL SERVICES COMFORT AIR INC DINELLI PLUMBING INCORPORATED DOWDLE & SONS, ANDREW PACIFIC RIM PLUMBING INC N.V. HEATHORN W.L. HICKEY SONS, INC K.S. KRUSE PLUMBING L.J. KRUSE CO. LAWSON MECHANICAL LESCURE CO., INC. CHM MECHANICAL MARELICH MECHANICAL MARTINEZ SHEET METAL MATRIX HG, INC. MONTEREY MECHANICAL P.M.I.-PERFORMANCE MECH., INC. PENNINGTON PLUMBING PETERSON MECHANICAL INC. J.R.PIERCE PLUMBING CO. J.W McCLENAHAN CO. PRIBUSS ENG INC. ROUNTREE PLUMBING THERMA INC. U A LOCAL NO 159 U A LOCAL NO 159 JATC SHAPELL PROPERTIES INC PAN PACIFIC MECHANICAL INC CENTRAL LABOR COUNCIL R E MILANO MONARCH MECHANICAL MURRAY COMPANY ALL TEMPERATURE SERVICE ATS OCEAN PARK MECHANICAL INC BAY CITY MECHANICAL SERVICE, LLC HARRIS BAY AREA LLC DDK MECHANICAL INC. TOPNOTCH MECHANICAL A. DANIELE & COMPANY CORE CONSTRUCTION BUILDERS & ASSOCIATES SILICON VALLEY MACHANICAL MICHAEL VENOSTA PLUMBING CITY PREFERRED PLUMBING INC.