2024-10-17T18:33:20-05:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-01-01 946171641 STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN % HS&BA STAT 9252082280 4160 DUBLIN BOULEVARD Suite 400 DUBLIN CA 945687756 TIMOTHY EGGEN TRUSTEE 9252082280 2024-10-10 true true JASMINE S BAKER P01452246 9252779100 2023 2024-10-15 13:58:12Z X TIMOTHY EGGEN 4160 DUBLIN BOULEVARD 400 DUBLIN CA 945687756 217296252 false X N/A X 1965 CA TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 6 0 95 0 0 0 0 0 104106868 110097840 -7196912 6793915 0 3672 96909956 116895427 0 0 89116844 102148785 0 0 0 0 0 2009337 2378971 91126181 104527756 5783775 12367671 173716956 196236998 19751564 22399638 153965392 173837360 TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS OF THIS MULTIEMPLOYER PLAN AND THEIR DEPENDENTS. false false PROVIDED HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OF 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 6 0 true 95 true false false false false false false false false X 6 0 false true false false false false false true false false false true true true true true true false false false CA X HSBA 9252082280 4160 DUBLIN BOULEVARD 400 DUBLIN CA 945687756 X BART FLORENCE CHAIRMAN 1.0 0.0 X X 0 0 0 DANNY MURTAGH CO-CHAIR 1.0 0.0 X X 0 0 0 JERRY KALMAR TRUSTEE 1.0 0.0 X 0 0 0 JIM JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 David Philpott TRUSTEE 1.0 0.0 X 0 0 0 Timothy Eggen TRUSTEE 1.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.0 0.0 X 0 0 0 0 0 0 0 false false false BeneSys 7180 Koll Center Pkwy suite 200 PLEASANTON CA 94566 THIRD PARTY ADM 924607 DELTA DENTAL PO BOX 997330 SACRAMENTO CA 95899 CLAIMS ADMIN FEES 256655 Anthem Blue Cross 2121 N California Blvd 700 WALNUT CREEK CA 94596 CLAIMS ADMIN FEES 222420 WITHUMSMITHBROWN PC 5000 Executive Pkwy 400 SAN RAMON CA 94583 AUDIT/ACCOUNTING 213260 JOHN HANCOCK 197 CLARENDON ST BOSTON MA 02116 INVESTMENT MGMT. 164583 7 0 EMPLOYER CONTRIBUTIONS 900099 106242554 106242554 STOP LOSS REIMBURSEMENT 900099 1679919 1679919 PRESCRIPTION DRUG REBATE 900099 1200261 1200261 PARTICIPANT CONTRIBUTIONS 900099 886335 886335 SETTLEMENTS 900099 88771 88771 110097840 5233767 5233767 0 0 0 0 0 101960973 100400825 1560148 1560148 1560148 0 0 0 0 0 0 0 0 0 PERFORMANCE GUARANTEE 900099 3672 3672 3672 116895427 110101512 6793915 0 0 0 102148785 0 0 0 0 0 0 892943 101982 213260 0 0 316129 659219 0 98398 0 0 0 0 0 10615 0 0 0 86425 104527756 16256207 9654633 7187804 2495269 0 0 10998407 21108146 0 0 0 0 0 0 0 0 54433 48996 0 0 139220105 162929954 0 0 0 0 0 0 0 0 173716956 196236998 3354712 4891441 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16396852 17508197 19751564 22399638 X 0 0 0 0 153965392 173837360 153965392 173837360 173716956 196236998 12367671 7504297 X false true X true false 0 ACCUMULATED ELIGIBILITY CREDIT 17404638 DUE TO BROKER FOR SECURITIES 103559 17508197 X 124083595 7504297 7504297 116579298 316129 316129 116895427 101490754 101490754 316129 2720873 3037002 104527756 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMEBER 31, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION HAS NO COMMITTEES TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE VOTING MEMBERS WITHIN THE ORGANIZATION'S GOVERNING BODY TO REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. 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, INC. 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 HAS NOT CHANGED. FORM 990, PART I, LINE 5: THE W-2'S ISSUED BY THE PLAN ARE FOR THE REQUIRED DOMESTIC PARTNER BENEFIT REPORTING. THE PLAN DOES NOT PAY ANY SALARIES OR WAGES. Stationary Engineers Local 39 Pension 4160 DUBLIN BLVD 400 DUBLIN CA 945687756 946118939 Union Pension CA 501(A) N/A NA false Stationary Engineers Local 39 Annuity 4160 DUBLIN BLVD 400 DUBLIN CA 945687756 942787714 Union Annuity CA 501(A) N/A NA false IUOE STATIONARY ENGINEERS LOCAL 39 337 VALENCIA STREET SAN FRANCISCO CA 94103 941056580 LOCAL 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 FORM 990, SCHEDULE R, PART VII 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, 2023, THERE ARE APPROXIMATELY 230 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. 11th & 'L' Building 500 Capitol Mall Tower LLC Able Engineering Services Able Managers ABM Engineering Services ABM Engineering/Industry Groups AEG Management Oakland, LLC AHMC Seton Medical Center Coastside Aircon Energy ALAMEDA HEALTH SYSTEMS ALSCO - Nevada ALSCO - San Jose ALSCO Sacramento ALSCO San Francisco Alta Bates Hospital AMALGAMATED SERVICES, INC. Americold (Engineers) Americold (Warehouse) Americold Watsonville Engineers AMI-ACEPEX JV2, LLC ARAMARK MANAGEMENT SERVICES LP Aramark Uniform & Career Apparel LLC (Oakland) Aramark Uniform and Career Apparel LLC BAYLANDS DEVELOPMENT, INC. BEACON GRAND HOTEL Ben Fitzgerald Real Estate Services Bimbo Bakeries USA, Inc. (Sacramento) Bimbo Bakeries USA, Inc. (So SF) Bohannon Development Company C&W Facility Services Inc. CACHE CREEK CASINO RESORT California Dairies Inc California Pacific Medical Center CAM Power US, Inc Capital Brand Group, LLC Cathedral Hill Plaza Associates CAZA HIGHGATE HOTELS, LLC CBRE CBRE FACEBOOK CBRE FACEBOOK BURLINGAME CBRE FACEBOOK MENLO PARK CBRE FACEBOOK PARK TOWER CBRE Global Workplace Solutions, LLC CBRE Technical Services CBRE TRAVELLING MAINTENANCE CBRE, INC. UCSF Children's Hospital Oakland CHINESE HOSPITAL CIM Group Circus-Circus Hotel Casino/Slot Mechanics Claremont Resort Inc CLINT REILLY LANDMARK PROPERTIES CMI Management, Inc COLLIERS INTERNATIONAL Community Hospitals of Central CA (Fresno Comm Hos Crowne Plaza San Francisco Int'l Airport Cushman & Wakefield Davidson Hotel Co DBA aLoft Hotel Davidson Hotel Co dba Westin SFO DELLEW CORPORATION Dignity Health - Sequoia Hospital Dignity Health - St. Francis Hospital Dignity Health - St. Mary's Hospital DIGNITY HEALTH Mercy General Hospital DIGNITY HEALTH Mercy Hospital Folsom DIGNITY HEALTH Mercy Medical Center Redding DIGNITY HEALTH Mercy San Juan Medical Center Dignity Health Methodist Hospital Dominican Santa Cruz Hospital Doubletree Hotel Eden Hospital El Camino Hospital EMCOR Government Services Enovity FACILITY SERVICES MGMT, INC. Fairmont Hotel, San Jose George S Hall GLOBAL SPECTRUM, LP Good Samaritan Hospital Grand Bay San Francisco Hotel Grand Hyatt San Francisco Grand Sierra Resort & Casino GRATON RESORT AND CASINO Growers Ice Company GSW ARENA LLC Handlery Union Square Hotel Hawthorne Plaza Associates, LLC. Herrick Hospital & Health Center Hilton Financial District Hilton Hotel Employer, LLC Hines Hines Airbnb HINES 10X BLDG Hines DCC HINES ELM Hines Interests Limited Partnership Hines Park Tower Hines PG&E Headquarters ATLAS Hines Redwood PMO HINES Sacramento Venture Hines SCT Hines WSGR HINES Ygnacio Hines-Facebook Holiday Inn Express Fishrerman's Wharf Holiday Inn Golden Gateway Hotel Nikko San Francisco HP Hood, LLC. / Crowley Foods Hyatt Regency Sacramento Hyatt Regency San Francisco Hyatt Regency San Francisco Downtown SOMA Hyatt Regency SF Airport INFINITY INTEGRATED SOLUTIONS, INC. Intercontinental San Francisco Hotel IOUE LOCAL 39 IUOE Local 39 - Sacramento Training Center IUOE Local 39 - Training Center IUOE Local 39 - Training Center Apprentice J.W. Marriott Hotel John Muir Medical Center/Concord Campus Jones Lang LaSalle Jones Lang LaSalle (Wells Fargo) JONES LANG LASALLE GREF Jones Lang LaSalle Services (Sacramento) Jones Lang LaSalle Services (Wells Fargo Sacrament Jones Lang Lasalle Services Applied Materials Jones Lang Lasalle Services, Inc. Jones Lang Lasalle Services, Inc. (Wells Fargo) Jones Lang LaSalle, Inc. AMGEN Jones Lang LaSalle, Inc. Genentech Kabuki Hotel Kaiser Foundation Hospitals Khanna Enterprises, LLC- The Westin San Jose KING & GEORGE, LLC KINGS RIVER CONSERVATION DISTRICT KINGSBURY GID Kurtzers Heating & Air Conditioning Landmark Exchange Management, Inc. Lee's Appliances, Inc. Legacy Mechanical & Energy Services, Inc. Marin General Hospital Mark Hopkins Hotel Marriott Oakland City Center Marriott-Fisherman's Wharf Metro Services Group Metro Services Group (Kaiser Center) Metro Services Group CHINA BASIN Mills-Peninsula Health Services Nestle USA Brands Company - Modesto New South Parking (Formerly AMPCO - SFO) Notre Dame De Namur University Novato Community Hospital Oakland Airport Hilton Olympic Club, The One Day Installations and Repairs, Inc Pacific Oak SOR 353 Sacramento Street, LLC Palace Hotel PARAMOUNT PROPERTY COMPANY PARC 55 HOTEL MANAGEMENT, LLC Parklab Open Space Management PM SERVICES COMPANY PRIDE INDUSTRIES PUNDIR GROUP Queen of the Valley Medical Center Regional Medical Center of San Jose RIU CALIFORNIA LLC Safeway Stores, Bakery 8122 Safeway Stores, Inc. (Milk Plant) Salinas Valley Memorial Healthcare System San Francisco 49ers Management Co, LLC San Francisco Conservatory Of Music San Francisco Giants San Francisco Hilton San Francisco Marriott Marquis San Francisco Marriott Union Square San Jose Arena Management, Inc. Santa Rosa Memorial Hospital SDH SERVICES WEST (SODEXO) Servi-Tek ENG & Facility Solutions LLC Shasta Linen Supply, Inc. Sheraton Grand Sacramento Hotel Signia Hotel San Jose Sir Francis Drake Hotel SMG / George Moscone Center St Regis Hotel, The St. Elizabeth Community Hospital St. Joseph's Medical Center St. Rose Hospital Stanford Court - A Renaissance Hotel Summit Medical Center Sun-Maid Growers Of California Sunset Development Sutter Roseville Medical Center Sutter Santa Rosa Regional Hospital TEYA ENTERPRISES LLC The Clancy, Autograph Collection The Clift Hotel Tishman Speyer Township Engineering Services UG2 Foundry31 UG2 LLC UG2 LLC 1 Front Street UG2 LLC 111 Sutter UG2 LLC 300 Mission UG2 LLC 400 S. El Camino UG2 LLC 55 2nd UG2 LLC 555 Market UG2 LLC 795 Folsom UG2 LLC 799 Market UG2 LLC Almaden UG2 LLC- Almaden Blvd UG2 LLC Apple Facilities UG2 LLC Coleman UG2 LLC Gateway UG2 LLC Jewish Community Center UG2 LLC Market UG2 LLC Mathilda UG2 LLC One Market UG2 LLC Riverpark UG2 LLC Seaport University Of San Francisco Urban Services Group, Inc. Valiant Integrated Services W San Francisco Hotel WEINBERG ROGER & ROSENFELD West Coast Realties, Hearst Communications, Inc. Westin San Jose Westin St. Francis WMB General Contractors YERBA BUENA GARDENS CONSERVANCY