2024-04-26T12:55:03-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 237057766 UA Local 38 Holiday and Vacation Trust Fund of San Francisco Marin Sonoma Me % MARIA C RIVERA UALO 4156262000 1621 Market Street Suite 400 San Francisco CA 94103 LARRY MAZZOLA JR CHAIRMAN 4156262000 2024-04-23 true LARRY MAZZOLA JR 999009999 JESSICA R ROSTER P01317380 9252779100 2 2022 2023-04-26 12:10:37Z LARRY MAZZOLA JR 1621 Market Street 400 San Francisco CA 94103 13511683 false X N/A X 1953 CA TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS in this multiemployer Plan. 12 0 0 0 0 0 0 0 12059607 13511683 0 0 0 0 12059607 13511683 0 0 12297333 12403994 131197 132650 0 0 0 192022 197945 12620552 12734589 -560945 777094 5861210 6638304 3985 3985 5857225 6634319 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO THE ORGANIZATION'S PARTICIPANTS in this multiemployer Plan. false false PROVIDED VACATION AND HOLIDAY BENEFITS TO THE ORGANIZATION'S PARTICIPANTS in this multiemployer Plan. 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 false false false false false false false true false false true 0 0 true 0 false false false false false false false false X 12 0 false false false false false false false true true false false true true true true true true false false false CA X MARIA C RIVERA 4156262000 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 X X Robert E Buckley Jr Trustee 0.1 0.0 X 0 0 0 Armand Kilijian Treasurer 0.1 0.0 X X 0 0 0 Fred Nurisso CO-Chairman 0.1 0.0 X X 0 0 0 Larry Mazzola Jr Chairman 0.1 0.0 X X 0 0 0 Bill Blackwell Trustee 0.1 0.0 X 0 0 0 Frank Reardon Secretary 0.1 0.0 X X 0 0 0 John Chiarenza Trustee 0.1 0.0 X 0 0 0 Tony Guzzetta Trustee 0.1 0.0 X 0 0 0 RJ Ferrari trustee 0.1 0.0 X 0 0 0 ALEX HALL TRUSTEE 0.1 0.0 X 0 0 0 JOHN CORSO ALTERNATE TRUSTEE 0.1 0.0 X 0 0 0 michael buckley trustee 0.1 0.0 X 0 0 0 KEVIN CARACCIOLO trustee - Eff. 7/2022 0.1 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 13508854 13508854 OTHER INCOME 900099 2829 2829 13511683 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13511683 13511683 0 0 0 0 12403994 0 0 72795 32717 19833 7305 0 22665 34030 0 0 0 31692 2138 25102 10699 0 17806 1516 0 4027 0 0 0 48270 12734589 4498606 5089843 0 0 0 0 1362604 1548461 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5861210 6638304 3985 3985 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3985 3985 X 0 0 0 0 5857225 6634319 5857225 6634319 5861210 6638304 777094 X X false true X true false 0 0 X 13511683 13511683 13511683 12734589 12734589 12734589 FORM 990, PART X, LINE 2: THE TRUST'S ADMINSTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT AS OF JUNE 30, 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 TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISIDICATIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION, TRUST FUND COUNSEL WILL BE CONSULTED AND ADDITIONAL ACTION WILL BE TAKEN AS APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION WILL NOT BE CONDUCTED WITHOUT FUND COUNSEL'S WRITTEN APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATION 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 TRUST OFFICE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANICAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART V, LINE 1A: THE JOINT ADMINISTRATIVE OFFICE FILES ONE FORM 1099 ON BEHALF OF ALL THE ORGANIZATIONS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION. FORM 990, PART IX, LINE 7: OTHER SALARY AND WAGES ARE BASED ON AN ALLOCATION OF SALARY AND WAGES PROVIDED BY THE U.A. LOCAL 38 TRUST FUND ADMINISTRATION (JOINT ADMINISTRATIVE OFFICE) OF SAN FRANCISCO, MARIN, SONOMA, LAKE AND MENDOCINO COUNTIES. FOR PROVIDING SERVICES TO THE TRUST FUND, THE TRUST FUND REIMBURSES THE JOINT ADMINISTRATIVE OFFICE FOR THESE COSTS. FORMS W2 AND W3 ARE FILED BY THE JOINT ADMINISTRATIVE OFFICE TO REPORT THE FULL AMOUNT OF SALARIES AND WAGES WHICH INCLUDED THE PORTION OF SALARY AND WAGES ALLOCATED TO THE TRUST FUND. UA local 38 Health & Welfare Trust Fund 1621 Market Street SUITE 400 San Francisco CA 94103 941285319 provide benef CA 501(C)(9) N/A NA false UA local 38 Supplemental UneMployment Be 1621 Market Street SUITE 400 San Francisco CA 94103 946398563 provide benef CA 501(C)(9) N/A NA false UA local 38 Jury Duty Trust Fund 1621 Market Street SUITE 400 San Francisco CA 94103 946398561 provide benef CA 501(C)(9) N/A NA false UA local 38 Defined Benefit Pension 1621 Market Street SUITE 400 San Francisco CA 94103 941285319 provide benef CA 501(A) N/A NA false UA local 38 Apprentice Training Trust 1621 Market Street SUITE 400 San Francisco CA 94103 237010420 provide train CA 501(C)(3) School NA false UA Local 38 Scholarship Trust Fund 1621 Market Street STE 400 San Francisco CA 94103 946398562 SCHOLARSHIP CA 501(C)(9) N/A NA false united association of journeyman & 38 PP 1621 Market Street STE 400 San Francisco CA 94103 941073900 Labor Union CA 501(C)(5) N/A NA false UA LOCAL 38 CHILDCARE TRUST FUND 1621 MARKET STREET STE 400 SAN FRANCISCO CA 94103 856255785 CHILDCARE CA 501(C)(9) 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, 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 JUNE 30, 2023, THERE ARE APPROXIMATELY 145 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 PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B MECHANICAL INC A. DANIELE & COMPANY ABCO MECHANICAL CONTRACTORS ABM BUILDING & ENERGY SOLUTIONS ACCEL AIR SYSTEMS INC ACCO ENGINEERED SYSTEMS AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC ALL TEMPERATURE SERVICE AIR CONDITIONING ALLIED HEATING & AIR AMAZON MECHANICAL AMORES PLUMBING COMPANY INC ANDERSON ROWE & BUCKLEY AP PLUMBING & FILE, INC AXIS MECHANICAL, INC AYOOB & PEERY PLUMBING CO BACON PLUMBING COMPANY BAUMAN LANDSCAPE & CONSTRUCTION INC BAY AREA MECHANICAL, LLC BAY AREA PIPE & EQUIPMENT INC BAY CITY MECHANICAL INC BAY CITY MECHANICAL SERVICE, LLC BAY ENGINEERING, LLC BAYLINE MECHANICAL INC BELL PRODUCTS INC BELLANTI PLUMBING INC BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS INC BROTHERS ENERGY INC CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA CLIMATE SYSTEMS CALIFORNIA UNITED MECHANICAL INC CARRIER CORP CATMEX CHAMPION INDUSTRIAL CONTRACTORS INC CITY MECHANICAL INC CITY PREFERRED PLUMBING INC CIW AND SONS PLUMBING CLIMATE PROS LLC CNS MECHANICAL INC COMFORT DYNAMICS INC CR REICHEL ENGINEERING CO INC CRITCHFIELD MECHANICAL INC DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DESERT MECHANICAL INC DINELLI PLUMBING INC DORMATECH MECHANICAL SYSTEMS INC DOWDLE & SONS DPW INC E MITCHELL INC EGAN PLUMBING INC EMCOR SERVICE-MESA ENERGY SYSTEMS INC ESTES COMMERCIAL REFRIGERATION INC FRANK M BOOTH INC HARRIS BAY AREA LLC ICOM MECHANICAL INDOOR ENVIRONMENTAL SERVICES (IES) JHA REMEDIATION, LLC JOHNSON CONTROLS/CAL- AIRCONDITIONING JW MCCLENAHAN CO KEP PLUMBING INC KEY MECHANICAL CO KIEWIT INFRASTRUCTURE WEST CO. KINETIC SYSTEMS INC KMC PLUMBING COMPANY LARRATT BROS PLUMBING INC LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING INC LESCURE COMPANY INC LJ KRUSE COMPANY LOCAL 159 LOCAL 250 LOCAL 296 LOCAL 342 LOCAL 343 LOCAL 350 LOCAL 393 Local 434 LOCAL 447 LOCAL 467 MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL CO MARINA MECHANICAL MASTERSON PLUMBING MATRIX HG INC MCPHAILS FUEL CO MONTEREY MECHANICAL CO MSR MECHANICAL LLC NEW MEXICO PIPE TRADES NORTHERN SERVICES INC NV HEATHORN CO O.C. MCDONALD CO. INC O'BRIEN MECHANICAL INC II OCEAN PARK MECHANICAL INC PACIFIC COAST TRANE PAN PACIFIC PLUMBING COMPANY PERFORMANCE MECHANICAL INC (PMI) PERMACOLD ENGINEERING PETALUMA MECHANICAL INC PETERSON MECHANICAL INC PLUMBERS & PIPEFITTERS LOCAL 142 PLUMBERS LOCAL 130 UA PRIBUSS ENGINEERING INC R & V REFRIGERATION INC R G PLUMBING RECIPROCITY - LOCAL 250 RECIPROCITY - LOCAL 296 RECIPROCITY - LOCAL 342 RECIPROCITY - LOCAL 343 RECIPROCITY - LOCAL 393 RECIPROCITY - LOCAL 447 RECIPROCITY - LOCAL 467 RECIPROCITY - RENO RECIPROCITY LOCAL 130 RECIPROCITY LOCAL 142 RECIPROCITY LOCAL 412 RECIPROCITY LOCAL 572 RECIPROCITY-LOCAL 234 RECIPROCITY-LOCAL 290 REDSTONE PLUMBING REFRIGERATION SOLUTIONS INC RIGNEY PLUMBING INC RMI MECHANICAL INC ROUNTREE PLUMBING & HEATING INC SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC SILICON VALLEY MECHANICAL INC SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING INC SUNBELT CONTROLS INC TEMPER INSULATION CO INC THERMA LLC THERMAL MECHANICAL INC TYRRELL PLUMBING AND MECHANICAL INC UA LOCAL 38 UA LOCAL 38 TRUST FUND VEC VPM GENERAL BUILDING LLC WATERWORKS INDUSTRIES INC WESTERN ALLIED MECHANICAL INC WHITE WATER PLUMBING INC WL HICKEY SONS INC