Nonprofit · EIN 94-3254224
U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND
Tax-exempt · ALAMEDA, CA 94502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,279,956 | $2,213,401 | $66,555 | $10,583,664 | $937,241 | $9,646,423 |
| June 30, 2024 | 990 | $2,542,704 | $2,312,943 | $229,761 | $10,224,523 | $1,012,014 | $9,212,509 |
| June 30, 2023 | 990 | $2,456,412 | $2,148,136 | $308,276 | $9,538,453 | $942,736 | $8,595,717 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,829,104
- Investment income
- $446,529
- Net gain from sales of assets
- $81,820
- Other revenue
- $4,323
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,689,867
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $78,418
- Accounting fees
- $99,800
Balance sheet and other
- Total assets, start of year
- $10,224,523
- Total assets, end of year
- $10,583,664
- Total liabilities, end of year
- $937,241
- Net assets, end of year
- $9,646,423
- Publicly traded securities
- $10,192,164
- Gross receipts
- $3,671,087
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT STRAWBRIDGE | TRUSTEE Trustee or director | 0.2 | $0 |
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 0.2 | $0 |
| MIKE SILVERIA | TRUSTEE Trustee or director | 0.2 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT STRAWBRIDGE | TRUSTEE Trustee or director | 0.2 | $0 |
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 0.2 | $0 |
| MIKE SILVERIA | TRUSTEE Trustee or director | 0.2 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT STRAWBRIDGE | trustee Trustee or director | 0.2 | $0 |
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 0.2 | $0 |
| MIKE SILVERIA | TRUSTEE Trustee or director | 0.2 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502-3035
- In care of
- % ZENITH ADMINISTRATORS
- Principal officer (990 for 2024)
- SCOTT STRAWBRIDGE, 1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502
- Signed the 990
- FELIPE HERNANDEZ RIOS, TRUSTEE
- Phone
- (415) 546-7800
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3254224 or by the name U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3254224
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,583,664
- Income (IRS master file)
- $3,671,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,279,956 | $2,213,401 | $10,583,664 | IRS |
| 990 | June 2024 | $2,542,704 | $2,312,943 | $10,224,523 | IRS |
| 990 | June 2023 | $2,456,412 | $2,148,136 | $9,538,453 | XML |
| 990 | June 2022 | $3,083,244 | $2,375,201 | $9,118,064 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3254224).
Questions about U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND
- What is the EIN of U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND is 94-3254224.
- Is U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 names SCOTT STRAWBRIDGE.
- Who are the officers and directors of U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does U A LOCAL NO 355 HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,279,956, expenses of $2,213,401 and total assets of $10,583,664 at year end.
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