2023-11-03T11:46:57-05:00 2022-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2022-01-01 946401540 IBEW 332 HEALTH & WELFARE TRUST FUND IBEW 4082884400 6800 SANTA TERESA BLVD 100 SAN JOSE CA 95119 DOUG LUNG MANAGEMENT TRUSTEE 4082884400 2023-10-31 1 DOUG LUNG 999009999 0 CATHERINE L GRAY CPA P01294460 9094664410 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUG LUNG 6800 SANTA TERESA BLVD 100 SAN JOSE CA 95119 74963348 0 X N/A X 1959 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 8 8 0 8 1181922 0 0 0 76482746 73414387 1540966 1181922 150788 63584 78174500 74659893 0 0 60857719 66295792 0 0 0 0 0 2023261 2198214 62880980 68494006 15293520 6165887 153538030 155338433 70948170 82163603 82589860 73174830 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 1 1 1 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X UNITED ADMINISTRATIVE SERVICE 4082884400 6800 SANTA TERESA BLVD 100 SAN JOSE CA 95119 DOUG LUNG CHAIRMAN 5.00 X X 0 0 0 JAVIER CASILLAS TRUSTEE 5.00 X 0 232271 79144 ANDREW ROGERS TRUSTEE 5.00 X 0 0 0 DANIEL ROMERO CHAIRMAN 5.00 X X 0 260827 79144 VIC CASTELLO TRUSTEE 5.00 X 0 0 0 TIM DANIELS TRUSTEE 5.00 X 0 0 0 CLINTON WOODLEY TRUSTEE 5.00 X 0 0 0 PETE SEABERG TRUSTEE 5.00 X 0 230053 79144 0 723151 237432 0 0 1 0 UNITED ADMINISTRATIVE SERVICES 6800 SANTA TERESA BLVD SUITE 100 SAN JOSE CA 95119 ADMINISTRATION 725598 BLUE CROSS 801 SOUTH FIGUEROA STREET LOS ANGELES CA 90017 CLAIMS PROCESSING 325272 EIDE BAILLY 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 91739 AUDITING AND PAYROLL COMPLIANCE SERVICES 140490 3 EMPLOYER CONTRIBUTIONS 60452047 60452047 PARTICIPANT CONTRIBUTIONS 10960072 10960072 INCOMING RECIPROCITY CONTRIBUTION 2002268 2002268 73414387 1485377 1485377 303455 -303455 -303455 -303455 LITIGATION SETTLEMENT INCOME 80388 80388 OTHER INCOME/LOSS -16804 -16804 63584 74659893 73477971 1181922 0 66295792 1301288 96399 140490 201446 121432 18576 68403 PRINTING 101008 POSTAGE 78516 ACTUARY 36000 JPA CLAIMS FEE 12833 21823 68494006 18866262 22206160 44570308 53209519 6097845 5401187 65419 53426 46319352 41942158 37363677 32150866 255167 375117 153538030 155338433 36947 173513 70911223 81990090 70948170 82163603 X 0 0 0 0 82589860 73174830 82589860 73174830 153538030 155338433 6165887 -10884717 -4696201 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 32150866 F 32150866 RECIPROCITY PAYABLE 2324052 DUE TO RELATED FUNDS 7127584 DUE TO OTHER FUNDS 5796782 GROUP INSURANCE PREMIUMS PAYABLE 5399344 SELF FUNDED BENEFIT CLAIMS PAYABLE 3290328 CLAIMS INCURRED BUT NOT REPORTED 2427000 BANK OF HOURS LIABILITY 33206000 PRE FUNDED EARLY RETIREE LIABILITY 1880000 HRA LIABILITY 20539000 81990090 X 63573730 -10884717 -10884717 74458447 201446 201446 74659893 62304899 0 62304899 201446 5987661 6189107 68494006 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN BENEFIT OBLIGATIONS 5,987,661. X 0 0 0 DANIEL ROMERO CHAIRMAN 0 260827 0 0 0 0 0 45552 0 33592 0 339971 0 0 JAVIER CASILLAS TRUSTEE 0 232271 0 0 0 0 0 45552 0 33592 0 311415 0 0 PETE SEABERG TRUSTEE 0 230053 0 0 0 0 0 45552 0 33592 0 309197 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF THE OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UNITED ADMINISTRATIVE SERVICE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR AND CO-CHAIR REVIEW THIS FORM. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED AT TRUSTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE. FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. IBEW LOCAL 332 PENSION PLAN DEFINED BENEFIT 1120 SOUTH BASCOM AVENUE SAN JOSE CA 95128 TO PROVIDE PENSION, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. CA 401A N/A 0 IBEW LOCAL 332 PENSION PLAN DEFINED CONTRIBUTION 1120 SOUTH BASCOM AVENUE SAN JOSE CA 95128 TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS. CA 401A N/A 0 IBEW LOCAL #595 IBEW LOCAL #357 IBARRA WIRING SYSTEMS INC IBEW DIST NO 9 PENSION IBEW H &W OF SW WASH 76 IBEW LOCAL #11 IBEW LOCAL #1245 IBEW LOCAL #134 IBEW LOCAL #2 IBEW LOCAL#291 IBEW LOCAL #479 IBEW LOCAL #490 IBEW LOCAL #520 IBEW LOCAL #570 IBEW LOCAL #611 IBEW LOCAL # 613 IBEW LOCAL #700 IBEW LOCAL #103 IBEW LOCAL#1049 IBEW LOCAL #112 IBEW LOCAL 117 IBEW LOCAL 1186 IBEW LOCAL 1205 IBEW LOCAL 1579 IBEW LOCAL 164 IBEW LOCAL 18 IBEW LOCAL 180 IBEW LOCAL 191 IBEW LOCAL 223 IBEW LOCAL 229 IBEW LOCAL 234 IBEW LOCAL 26 IBEW LOCAL 265 IBEW LOCAL 280 IBEW LOCAL 292 IBEW LOCAL 302 IBEW LOCAL 304 IBEW LOCAL 347 IBEW LOCAL 379 IBEW LOCAL 401 IBEW LOCAL 428 IBEW LOCAL 440 IBEW LOCAL 441 IBEW LOCAL 449 IBEW LOCAL 46 IBEW LOCAL 477 IBEW LOCAL 479 IBEW LOCAL 490 IBEW LOCAL 5 IBEW LOCAL 505 IBEW LOCAL 545 IBEW LOCAL 551 IBEW LOCAL 569 IBEW LOCAL 577 IBEW LOCAL 60 IBEW LOCAL 613 IBEW LOCAL 648 IBEW LOCAL 659 IBEW LOCAL 666 IBEW LOCAL 68 IBEW LOCAL 7 IBEW LOCAL 76 IBEW LOCAL 932 IBEW LOCAL 96 IBEW 48 EDISON PENS TRUST LOCAL #369 LOCAL 100 LOCAL 143 LOCAL 1547 LOCAL 20 LOCAL 270 LOCAL 369 RETIREMENT FUND LOCAL 413 LOCAL 570518 LOCAL 684 MODESTO LOCAL 952 LOCAL 99 IBEW LOCAL 413 H & W FUND IBEW H & W OF SW WASH 76 IBEW 640- ARIZONA LOCAL IBEW LOCAL #357 NECA-IBEW LOCAL 16 IBEW 1186 IBEW 112 IBEW 229 IBEW 666 IBEW LOCAL #595 IBEW LOCAL #570-PHOENIX IBEW LOCAL #613 IBEW LOCAL #291 LOCAL 20 - GREATER IBEW LOCAL 601 IBEW LOCAL 1049 IBEW LOCAL 103 LOCAL 369 RETIRMENT FUND A - C ELECTRIC COMPANY AGNITSCH ELECTRIC AIR SYSTEMS INC ALDRIDGE ELECTRI AMP ELECTRIC ATLASPELLIZZARI ELEC BALFOUR BEATTY RAIL INC BANISTER ELECTRICAL INC BASS ELECTRIC BAY TECH ELECTRIC INC BEAR ELECTRICAL SOLUTIONS BECI BECKER ELECTRIC INC BEI CONSTRUCTION INC BEST ELECTRICAL CO BIG VALLEY ELECTRIC BLOCKA CONSTRUCTION INC BME ELECTRICAL CONST BOCKMAN & WOODY ELEC BOSS ELECTRIC BP PRODUCTIONS BRADLEY ELECTRIC CO BRAYER ELECTRIC CO BROWN & FESLER INC BUILDING TRADES COUNCIL CBF CH REYNOLDS ELEC CALIF PLUS ENGINEERING CAROLINAS ELECTRIC CASCADE PENSION TRUST CBF ELECTRIC INC CENTRAL VALLEY ELECTRICAL CITY OF SAN JOSE COLEVAN ELECTRIC INC COLLINS ELECTRIC COLUMBIA ELECTRIC CONJ FRANK ELECTRIC INC CONTINENTAL ELECTRIC INC CONTRA COSTA ELECTRIC INC CONTRA COSTA ELECTRIC MHS CONTROL SOLUTIONS INC CROCKETT ELEC CECW CROCKETT ELECTRIC CROSSTOWN ELECTRICAL CSI ELECTRICAL CONTR CUPERTINO ELECTRIC D & D ELECTRIC D W NICHOLSON CORP DAN YOUNG ELECTRIC INC DAWSON DECKER ELECTRIC CO INC DEL MONTE ELECTRIC INC DELGADO ELECTRIC DELUCCHI ELECTRIC RESIDENCE DESIGN ELECTRIC DIRECT DIGITAL CONTROLS DMZ BUILDERS DYNAMIC GENERATOR SERVICE EDLEN ELECTRIC ELCO ELECTRIC ELCO- RESIDENTIAL ELCOR ELECTRIC ELEC WRKS H&W TRUST ELECT WKRS SANTA BARBARA ELECTICAL WKRS ELOCIN CONSTRUCTION EMCOR MESA ENERGY SYSTEMS ENVISE ERIC ALLEN COLLIER ELEC EXCO GROUP FINISH LINE ELECTRIC FEEMAN ELECTRICAL FUSION ELECTRIC GENERAL LIGHTING SVC INC GENERAL LIGHTING-DUCT GENERAL LIGHTING-FIXTURE GRAND ELECTRIC GREGERSEN COMPANY INC H A BOWEN ELECTRIC CO HADSELL ELECTRIC CONTRS INC HRA PROCESS HRA-DEBIT CARD HUGHSTON ENGINEERING INC HYBRID ELECTRICAL SOLUTION INTERMOUNTAIN ELEC CO JM ELECTRIC JEMA AND COMPANY JOHNSON-PELTIER INC JOINT APPR TRNG COMMITTEE JOINT ELEC INS FUND KAAVE ELECTRIC CO KAISER FOUND HOS PAY DEBT LE ELECTRIC INC LIFFEY ELEECTRIC LINECO LOOP INSTALLATION LOPES ELECTRIC MDE ELECTRIC MAXIMUM ELECTRIC MCKEE AND COMPANY ELECTR MCMILLAN ELECTRIC METROPOLITAN ELECTRIC MIS-STATE ELECTRIC INC MIKE BROWN ELECTRIC MODERN RAILWAY MORROW MEADOWS-MHS MORROW MEADOWS-CORP NAT ELECT ANNUITY NEAP NEAL ELECTRIC NEAL ELECTRIC-MHS NECA SCVC NECA-IBEW NILES ELECTRIC OLSON ELECTRICAL SERVICES ON ELECTRIC GROUP INC OXFORD FIRE CO PACIFIC COAST TRANE CO PACIFIC INDUSTRIAL ELECTR PACIFIC METRO ELECT INC PAGANINI ELECTRIC CORP PAJARO VALLEY ELECTRIC PLAMER ELECTRIC INC PAT MORGAN ELECTRIC PENSION PREMIUMS PFEIFFER ELECTRIC PHASE ONE ELECTRIC POWER TELECOM & SECURITY PREFERRED POWER SOLUTIONS PREMUIMS FREE COVERAGE PRESTON ELECTRIC LLC PRIME ELECTRIC PRIME ELECTRIC RESID PRO-CAL LIGHTING INC PROFESSIONAL TELCOMM SVCS QUALITY ELECT SERVICES RC ELECTRIC CECW RAY'S ELECTRIC RC ELECTRIC INC RED WOOD ELECTRIC GROUP RESA POWER SERVICE ROSENDIN ELECTRIC INC ROSENDIN ELECTRIC- DUCT HA ROSEDIN RESIDENTIAL SACHS ELECTRIC SACRAMENTO H & W #340 SANPRI ELECTRICINC SASCOVALLEY ELECTRIC CO SCHEIDTS SCHETTER SCHNEIDER ELECTRIC SLEF-PAYS SHMMICK CONSTRUCTION SIGNAL ELECTRIC SILMAN VENTURE CORP SILVER CREEK ELECTRIC SMITH & SONS ELECTRIC INC SOUND & COMMUNICATIONS SPRIG ELEC DUCT HANDLER SPRIG ELECTRIC SPRIG ELECTRIC COMPANY ST FRANCES ELECTRIC STT COMPANY SUPERIOR ELECTRIC SYSTEMS MECHANICAL TL ELECTRIC INC TDN ELECTRIC TAFT ELECTRIC TENNYSON ELECTRIC INC THE ELECT COLLABORATIVE THERMA LLC THERMAL MECHANICAL TRI-BAY ELECTRIC TRI-COUNTY POWER & AUTOMA TRI- NOVE INC TULUM INNOVATIVE ENGINEER UNDERGROUNDELECTRICAL US ELECTRIC VFC WADE & SONS ELECT RESID WATT ELECTRIC INC WIRE TECH ELECTRIC YOTTA ELECTICAL SERVICES YOUNG ELECTRIC SECO ELECTRIC COMPANY 4 POINT ELECTRIC TDN ELECTRIC INC ROSENDIN ELECTRIC REDWOOD ELECTRIC GROUP RC ELECTRIC INC HYBRID ELECTRICAL SOLUT ESCO GROUP CH REYNOLDS ELEC INC PAGANINI ELECTRIC CORP CONTINENTAL ELECTRIC SELF-PAYS PREMIUMS FREE COVERAGE AIR SYSTEMS INC MORROW-MEADOWS CORP BLOCKA CONSTRUCTION INC HA BOWEN ELECTRIC DEL MONTE ELECTRIC HADSELL ELECTRIC INC CITY OF SAN JOSE-PAYROLL BOCKMAN & WOODY ELEC CO ELCO ELECTRIC INC DECKER ELECTRIC CO DAN YOUNG ELECTRIC INC HOWE ELECTRIC CONSTR INC FREEMAN ELECTRICAL SVC GREGERSEN COMPANY INC KAISER FOUND HOS PAY DEPT MD E ELECTRIC LOOP INSTALLATION & REP MASS ELECTRIC CONSTR CO MIKE BROWN ELECTRIC CO MID-STATE ELECTRIC INC PALMER ELECTRIC INC PFEIFFER ELECTRIC CO COLEVAN ELECTRIC BECKER ELECTRIC INC RED TOP ELECTRIC CO SCHETTER ELECTRIC INC SCHEIDTS ELECTRIC CO SYSTEMS ELECTRIC SYSERCO EMCOR MESA ENERGY SYSTEMS TL ELECTRIC INC TRYCO ELECTRIC INC WIRE TECH ELECTRIC INC SAN JOAQUIN ELECTRIC INC THERMAL MECHANICAL INC CB F ZECO ELECTRIC COMPANY SHIMMICK CONSTRUCTION WILD ELECTRIC INC MCGRATH ELECTRIC TULUM INNOVATIVE FUSION ELECTRIC MCKEE AND COMPANY TRI-NOVA INC BAY TECH ELECTRIC PENSION PREMUIMS PRO-CAL LIGHTING CSI ELECTRICAL CONTR INC ALDRIDGE ELECTRIC FINISH LINE ELECTRIC INC YOTTA ELECTRICAL SERVICES LIFFEY ELECTRIC ENVISE UNDERGROUND ELECTRICAL ON ELECTRIC GROUP DELUCCHI ELECTRIC OLSON ELECTRICAL SERVICES MODERN RAILWAY SYSTEMS MODERN RAILWAY SYSTEMS WADE & SONS ELECTRIC INCO CROSSTOWN ELECTRICAL DATA MCKEE&COMPANY ELECTR RES ELCOR - ROSENDIN RESIDENTIAL DELUCCHI ELECTRIC RESID CSI ELECTRICAL CONTRACT CUPERTINO EL DUCT HANDLER ROSENDIN ELECTRIC-DUCT HA GENERAL LIGHTING-DUCT H ROSENDIN CECW CH REYNOLDS ELECT-MH ON ELECTRIC GROUP INC MHS BEST ELECTRICAL CO INC MCMILLAN ELECTRIC MH SCHEIDTS ELECTRIC MHS CBF ELECTRIC INC MHS TRI-BAY ELECTRIC-MH ELEC WRKS H&W TRUST #617 ELECTRICAL WKRS INS#58 NAT ELECT ANNUITY NEAP ELECT WKRS SNTA BARBARA CASCADE PENSION SOUND AND COMMUNICATION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 IBEW 332 DEFINED BENEFIT PLAN C 5796782 IBEW 332 DEFINED CONTRIBUTION PLAN C 7127584 IBEW LOCAL UNION NO 332 Q 13056 PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.