2025-07-14T10:58:03-05:00 2024-09-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-10-01 471810010 Western States Boilermakers Industry Fund % HS&BA WEST 9258337300 4160 Dublin Boulevard Suite 100 Dublin CA 94568 J TOM BACA CHAIRMAN 5102479027 2025-07-07 true true JAMES N BROWNING P01451906 9252779100 2023 2025-03-06 01:10:19Z X J TOM BACA 4160 DUBLIN BOULEVARD 100 Dublin CA 94568 2950559 false X N/A X 2014 CA TO PROMOTE LABOR-MANAGEMENT COOPERATION AND TO FURTHER EMPLOYMENT OPPORTUNITIES IN THE UNIONIZED BOILERMAKERS INDUSTRY. 4 3 0 0 0 0 0 0 1749576 2856819 40130 93740 0 0 1789706 2950559 0 5000 0 0 0 0 0 0 0 892599 942337 892599 947337 897107 2003222 2344014 4406015 44664 103443 2299350 4302572 TO PROMOTE LABOR-MANAGEMENT COOPERATION AND TO FURTHER EMPLOYMENT OPPORTUNITIES IN THE UNIONIZED BOILERMAKERS INDUSTRY. false false PROMOTED LABOR-MANAGEMENT COOPERATION AND EMPLOYMENT OPPORTUNITIES IN THE UNIONIZED BOILERMAKERS INDUSTRY. false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false true false false false false false false false false false true 6 0 true 0 false false false false false false false false X 4 3 false true false false false false false true false false false true true true true true true false false false CA X HSBA 9258337300 4160 DUBLIN BLVD SUITE 100 DUBLIN CA 94568 X J Tom baca chairman 0.5 0.0 X X 0 0 0 Edward L McWhorter Vice Chairman 0.5 0.0 X X 0 0 0 Michael Hulst Trustee 0.5 0.0 X 0 0 0 Timothy Jefferies trustee 0.5 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 2856819 2856819 2856819 93740 93740 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2950559 2856819 0 93740 X 5000 0 0 0 0 0 0 0 0 0 25751 82525 13286 0 0 0 162328 475586 6020 0 0 0 0 0 174813 0 0 0 2028 947337 X 577103 2387103 1641578 1730123 0 0 125333 270998 0 0 0 0 0 0 0 0 0 17791 0 0 0 0 0 0 0 0 0 0 0 0 2344014 4406015 44664 103443 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44664 103443 X 2289350 4302572 10000 0 2299350 4302572 2344014 4406015 2003222 X X false true X true false 0 0 X 2950559 2950559 2950559 947337 947337 947337 Part X, line 2: THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF SEPTEMBER 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 FUND IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. JOHN BACA FAMILY MEMBER 141935 CONSULTING false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: JOHN BACA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF J. TOM BACA, CHAIRMAN (D) DESCRIPTION OF TRANSACTION: CONSULTING SERVICES-INDEPENDENT CONTRACTOR FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH HEALTH SERVICES & BENEFIT ADMINISTRATORS, INC. EFFECTIVE JUNE 1, 2024. PREVIOUSLY, CV ADMINISTRATIVE SERVICES, INC. PROVIDED ADMNITRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND CO-CHAIRMAN PRIOR TO FILING. A COPY IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: AT LEAST ANNUALLY, POTENTIAL CONFLICTS OF INTEREST WILL BE DISCUSSED DURING A BOARD OF TRUSTEES MEETING. SHOULD A CONFLICT OF INTEREST EXIST, SUCH MATTER IS REVIEWED AND DELIBERATED BY THE GOVERNING BOARD WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL. 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. 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. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:157123 FORM 990 PART IX LINE 11G DESCRIPTION:BANK SERVICE CHARGES TOTAL FEES:5205