2024-06-04T09:57:31-07:00 2023-08-31 434370753 Baldwin Moffitt Behm LLP 8399 E Indian School Rd 201 Scottsdale AZ 85251 990 2022-09-01 956259492 Union Roofers Vacation Fund UNIO 5629271434 9901 Paramount Blvd 211 Downey CA 90240 BRENT BEASLEY Chairman 2024-06-04 true BRENT BEASLEY 999009999 true Robert H Baldwin P00815972 4807369200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z BRENT BEASLEY 9901 Paramount Blvd 211 Downey CA 90240 5828492 false X N/A X 1967 CA DISTRIBUTION OF VACATION CHECKS 6 6 0 6 0 0 5606490 5766715 6361 60597 2250 1180 5615101 5828492 0 5582197 5728141 19341 0 0 46490 27982 5628687 5775464 -13586 53028 2566359 3077560 2298648 2756821 267711 320739 COLLECTION AND DISTRIBUTION OF VACATION CHECKS false false SERVICES PERFORMED IN CONNECTION WITH CONTRIBUTIONS FROM EMPLOYERS AND ISSUANCE OF VACATION BENEFIT CHECKS FOR APPROXIMATELY 2,500 PLAN PARTICIPANTS. 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 true false false false false false false false false false false false true false false true 0 0 false 0 false false false false false false false false X 6 6 false true false false false false false true false false false true true true true true false false false false CA X UNION ROOFERS ADMIN FUND 5629271434 9901 Paramount Blvd 211 Downey CA 90240 SUE PERILLO FUND MANAGER 1.00 40.00 X 0 99741 50286 BRENT BEASLEY Chairman 1.00 0.00 X X 0 0 0 ERNEST GLASGOW CO-CHAIRMAN 1.00 0.00 X X 0 0 0 CLIFFORD SMITH Trustee 1.00 0.00 X 0 0 0 GREG BANKS Trustee 1.00 0.00 X 0 0 0 Zachary Beasley Trustee 1.00 0.00 X 0 0 0 Eddie Marquiz Trustee 1.00 0.00 X 0 0 0 99741 50286 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 900099 5728117 5728117 FORFEITURES 900099 38598 38598 5766715 60597 60597 0 0 0 0 0 0 0 OTHER INCOME 900099 1180 1180 1180 5828492 5767895 60597 0 0 0 5728141 0 0 13287 0 4950 1104 0 458 6214 0 0 0 1648 0 2377 3367 0 0 0 0 0 0 0 0 921 OUTSIDE SERVICES 5955 Bank Charges 4743 repairs and maintenance 859 Equipment Rental 697 743 5775464 0 0 0 151409 250001 1905326 2062439 0 509207 764080 0 0 0 0 417 1040 0 0 0 0 0 0 2566359 3077560 420 1288 2298228 2755533 2298648 2756821 X 267711 320739 267711 320739 2566359 3077560 53028 X X false true X true false DUE TO RELATED FUNDS 15356 UNCLAIMED BENEFITS PAYABLE 261222 VACATION BENEFITS PAYABLE 2478955 2755533 X 5828492 5828492 5828492 5775464 5775464 5775464 Part X : FIN48 Footnote 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. false false false SUE PERILLO FUND MANAGER 99741 14961 35325 150027 Form 990, Part VI, Section A, Line 3 THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDING THE ACCOUNTING FUNCTIONS AND PAYMENTS OF VACATION BENEFITS TO THE MEMBERS, ARE PERFORMED THROUGH THE UNION ROOFERS ADMINISTRATIVE FUND. Form 990, Part VI, Section A, Line 8b THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. A COPY IS ALSO PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN. Form 990, Part VI, Section B, Line 12c AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THEIR RETENTION AND DEALINGS WITH SERVICE PROVIDERS AND OTHER PARTIES IN INTERST AND AS OTHER CIRCUMSTANCES WARRANT. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN AN UNAVOIDABLE CONFLICT EXISTS. Form 990, Part VI, Section C, Line 19 THE DOCUMENTS ARE AVAILABLE AT THE TRUST OFFICE FOR REVIEW BY THE PUBLIC. Form 990, Part XII, Line 2c THE ORGANIZATION DOES NOT HAVE AN AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. FORM 990 PART VII TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATIONS, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH COMPENSATION PAID BY RELATED ORGANIZATIONS IS NOT SHOWN UNDER THE VOLUNTEER EXCEPTION. UNION ROOFERS ADMINISTRATIVE FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 952159333 PROVIDE ADMIN SERVICES TO RELATED FUNDS CA 501(C)(9) NA false UNION ROOFERS HEALTH & WELFARE FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 951856197 PROVIDE HOSPITAL-MEDICAL BENEFITS CA 501(C)(9) NA false UNION ROOFERS JOINT APPREN TRAINING 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 952505044 PROVIDE TRAINING IN ROOFING INDUSTRY CA 501(C)(5) NA false UNION ROOFERS ANNUITY FUND 9901 PARAMOUNT BLVD 211 DOWNEY CA 90240 953070101 PROVIDE ANNUITY BENEFITS CA 401(A) NA false UNITED UNION OF ROOFERS LOCAL 36 5380 POPLAR BLVD LOS ANGELES CA 90032 951161330 LABOR ORGANIZATION CA 501(C)(5) NA false UNITED UNION OF ROOFERS LOCAL 220 283 N RAMPART STREET ORANGE CA 92868 952418440 LABOR ORGANIZATION CA 501(C)(5) NA false SEE ATTACHED LISTING Various DOWNEY CA 90240 CONTRACTOR CA NA VARIOUS false false false false false false false false false false false false false false false false true false false false UNION ROOFERS ADMINISTRATIVE FUND p 47323 Allocated costs