2023-10-19T10:23:59-05:00 2022-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-01-01 941233004 Heat and Frost Insulators of Northern CA Local 16 Health and Welfare FUND % BENESYS ADMINISTRATORS INSU 9252089999 7180 Koll Center Parkway Suite 200 Pleasanton CA 94566 CHRIS GREANEY Chairman 9252089999 2023-09-25 true CHRIS GREANEY 999009999 JESSICA R ROSTER P01317380 9252779100 2022 2023-04-26 12:10:37Z CHRIS GREANEY 7180 Koll Center Parkway 200 Pleasanton CA 94566 16835070 false X N/A X 1952 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS IN THE HEAT AND FROST INSULATORS TRADE IN THIS MULTIEMPLOYER PLAN. 7 0 15 0 0 0 0 12879864 13300178 800684 201554 104323 2851 13784871 13504583 0 0 12569659 13795960 0 0 0 0 0 764571 826503 13334230 14622463 450641 -1117880 16574453 14714456 5045685 5843121 11528768 8871335 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE HEAT AND FROST INSULATORS OF NORTHERN CA, LOCAL 16 IN THIS MULTIEMPLOYER PLAN. false false THE MULTIEMPLOYER FUND PROVIDED WELFARE BENEFITS TO COVERED EMPLOYEES AND THEIR DEPENDENTS. 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 93 0 true 15 true false false false false false false false false X 7 0 false true false false false false false true false false false true true true true true true false false false CA X BENESYS ADMINISTRATORS 9252089999 7180 KOLL CENTER PARKWAY 200 PLEASANTON CA 94566 MATTHEW SEMM ALTERNATE TRUSTEE 1.0 0.0 X 0 0 0 BILLY HODGES Trustee 1.0 0.0 X 0 0 0 CHRIS GREANEY Chairman 1.0 0.0 X 0 0 0 Shahram Ameli Trustee 1.0 0.0 X 0 0 0 Craig Rossi CO-CHAIRMAN 2.0 0.0 X 0 0 0 Mark Plubell Trustee 2.0 0.0 X 0 0 0 adam polkinghorne trustee 1.0 0.0 X 0 0 0 0 0 0 0 false false false Benesys Administrators 7180 Koll Center Pkwy suite 200 Pleasanton CA 94566 Administration 333052 1 0 ER Contributions 900099 12287076 12287076 Member/Retiree Contributions 900099 787859 787859 Stop loss INCOME 900099 225243 225243 13300178 385735 385735 0 0 0 0 0 3146306 3330487 -184181 -184181 0 -184181 0 0 0 0 0 0 0 0 0 Other Revenue 900099 1373 1373 COBRA SUBSIDY 900099 1478 1478 2851 13504583 13303029 0 201554 0 0 0 13795960 0 0 0 0 0 0 333052 66249 80559 0 0 41074 233030 0 43753 0 0 0 0 0 7611 0 0 0 21175 14622463 3083252 1852646 103494 103961 0 0 1099965 1499113 0 0 0 0 0 0 0 0 7868 8403 0 0 12279874 11250333 0 0 0 0 0 0 0 0 16574453 14714456 117792 212440 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4927893 5630681 5045685 5843121 X 0 0 0 0 11528768 8871335 11528768 8871335 16574453 14714456 -1117880 -1539553 X X false true X true false 0 Accumulated Eligibility credits 4855483 CLAIMS PAYABLE AND IBNR 775198 5630681 X 11923956 -1539553 -1539553 13463509 41074 41074 13504583 13878601 13878601 41074 702788 743862 14622463 SCHEDULE D, PART XII, LINE 4B - OTHER ADJUSTMENTS: Change in benefit obligations PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 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 PLAN CONTRACTED WITH BENESYS ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES. FORM 990, PART VI, SECTION A, LINE 8B: THE BOARD OF TRUSTEES DOES NOT CURRENTLY HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF FORM 990 IS PRESENTED TO EACH OF THE VOTING MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: ALL TRUSTEES OF THE PLAN HAVE RESPONSIBILITIES TO DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. THE PLAN MANAGER AND CHAIRMAN ARE RESPONSIBLE FOR MONITORING THE CONFLICT-OF-INTEREST POLICY AND RESOLUTION OF ANY CONFLICTS. IF THE PLAN MANAGER OR CHAIRMAN HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER OR MANAGEMENT EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE INDIVIDUAL WILL HAVE THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF DETERMINED THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. 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 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 RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS ADMINISTRATORS. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE. HEAT & FROST INSULATORS OF NORTHERN CA 7180 Koll Center Parkway 200 Pleasanton CA 94566 943135861 Preservation CA 501(c)(5) N/A NA false Heat & Frost Insulators & Allied Workers 3801 Park Road Benicia CA 94510 940577197 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 false false false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: HEAT & FROST INSULATORS OF NORTHERN CA, LOCAL 16 PRESERVATION/TRUST FUND EIN: 94-3135861 7180 KOLL CENTER PARKWAY, #200 PLEASANTON, CA 94566 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 DECEMBER 31, 2022, THERE ARE APPROXIMATELY 31 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. ALPHA OMEGA MECHANICAL ANNING-JOHNSON COMPANY APPLIED PROCESS COOLING CORP (APPCO) CRITCHFIELD MECHANICAL INC D2 SQUARED INDUSTRIAL SERVICES, LLC DE BELLA MECHANICAL INC DKB INC ECO BAY SERVICES, INC. ENERGY MECHANICAL INSULATI016077010ON HEAT & FROST INSULATORS JATC HEAT & FROST INSULATORS LOC 16 INSULATION SPECIALTIES JD FIRESTOP PROS, INC. KARCHER INSULATION INC KC INSULATION L&S FABCO MECHANICAL INSULATION SERVICES, INC. NORTHERN SERVICES INC. ONYX INSULATION PARC SPECIALTY CONTRACTORS PERFORMANCE CONTRACTING INC PLANT HAZARDOUS SERVICES, INC PRMNC ABTMNT SVC OF CALIFORNIA PROFESSIONAL ASBESTOS REMOVAL RESTEC CONTRACTORS INC RHODIUM INTEGRATED SERVICES, INC. SOUTHWEST SPECIALTY CONTRACTORS TEMPER INSULATION THERMOLD INSULATION TODD COMPANIES PLA WEST COAST MECHANICAL INSULATION