2024-04-25T17:49:05-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 946430804 UA LOCAL NO 159 HEALTH AND WELFARE TRUST FUND % HLTH SERVICES & BENEFIT ADMI UALO 9258337300 4160 DUBLIN BLVD Suite 400 Dublin CA 94568 NICK GOODWIN CHAIRMAN 9258337300 2024-04-25 true NICK GOODWIN 999009999 SUNYOUNG BAEK P01451883 9252779100 2 2022 2023-04-26 12:10:37Z NICK GOODWIN 4160 Dublin Blvd 400 Dublin CA 94568 7420734 false X n/a X 1993 CA TO PROVIDE HEALTH AND WELFARE BENEFITS IN THIS MULTIEMPLOYER PLAN. 6 0 90 0 0 0 0 0 6844202 7103635 255735 317099 0 0 7099937 7420734 0 0 6394954 6541932 0 0 0 0 0 441284 418353 6836238 6960285 263699 460449 10473868 10959144 2759435 2772732 7714433 8186412 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 90 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 400 DUBLIN CA 94568 X Nick Goodwin trustee 1.0 0.0 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 ALEX HALL 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 400 DUBLIN CA 94568 CONTRACT ADMIN 136525 1 0 EMPLOYER CONTRIBUTIONS 900099 6717636 6717636 PARTICIPANT CONTRIBUTIONS 900099 385999 385999 7103635 317099 317099 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7420734 7103635 0 317099 0 0 0 6541932 0 0 0 0 0 0 123600 18433 58786 0 0 8001 181986 0 17567 0 0 0 0 0 1520 0 0 0 5654 MISCELLANEOUS EXPENSES 1154 PCOR TAXES 1652 6960285 703615 866961 1754950 1585423 0 0 626000 789000 0 0 0 0 0 0 0 0 0 0 0 0 7389303 7717760 0 0 0 0 0 0 0 0 10473868 10959144 39435 52732 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2720000 2720000 2759435 2772732 X 0 0 0 0 7714433 8186412 7714433 8186412 10473868 10959144 460449 11530 0 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDIT 2623000 CLAIMS PAYABLE AND IBNR 69000 PREMIUMS PAYABLE 28000 2720000 X 7424263 11530 11530 7412733 8001 8001 7420734 6952284 6952284 8001 8001 6960285 PART X, LINE 2: The Plan has analyzed the tax positions taken by the Plan and has concluded that, as of June 30, 2023 and 2022, 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. 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 400 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 UA Local 159 P 99000 REIMBURSMENT 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, 2023, 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. AGC, INC ACCO ENGINEERED SYSTEMS AIRCO MECHANICAL, INC. AIR SYSTEMS SERVICE AND CONTRUCTION ALLIED HEATING & CONDITIONING AYOOB & PEERY PLUMBING BACON PLUMBING CO. INC. BAY CITY MECHANICAL BELL PRODUCTS, INC. BELLANTI PLUMBING INC. BENICIA PLUMBING BERKELEY PLUMBING FRANK M. BOOTH, INC. CAL PACIFIC PLUMBING SYSTEMS CARRIER COMMERCIAL SERVICES DINELLI PLUMBING INCORPORATED DOWDLE & SONS, ANDREW PACIFIC RIM PLUMBING INC N.V. HEATHORN W.L. HICKEY SONS, INC INTECH MECHANICAL COMPANY K.S. KRUSE PLUMBING L.J. KRUSE CO. LAWSON MECHANICAL LESCURE CO., INC. CHM MECHANICAL MARELICH MECHANICAL MARINA 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. ROUNTREE PLUMBING RUIZ BROTHERS PREFERRED PLUMB U A LOCAL NO 159 U A LOCAL NO 159 JATC WESTERN ALLIED CORP. DEHARO MECHANICAL INC PAN PACIFIC MECHANICAL INC CENTRAL LABOR COUNCIL R E MILANO MONARCH MECHANICAL MURRAY COMPANY BAY CITY MECHANICAL SERVICE, LLC HARRIS BAY AREA LLC DDK MECHANICAL INC. A & B MECHANICAL TOPNOTCH MECHANICAL KOH MECHANICAL CONTRACTORS INC. JOE KOCHER PLUMBING