2025-05-05T08:40:22-05:00 2024-06-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-07-01 941285319 UA LOCAL 38 HEALTH & WELFARE TRUST FD OF SF MARIN SONOMA LAKE & MENDO COUNTIES % MARIA C RIVERA UALO 4156262000 1621 MARKET STREET Suite 400 SAN FRANCISCO CA 94103 LARRY MAZZOLA JR CHAIRMAN 4156262000 2025-05-01 true true JESSICA R ROSTER P01317380 9252779100 2023 2025-03-06 01:10:19Z LARRY MAZZOLA JR 1621 MARKET STREET 400 SAN FRANCISCO CA 94103 43555007 false X N/A X 1954 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 12 0 0 0 0 0 0 0 38721074 38841312 181322 469955 0 0 38902396 39311267 0 0 39216308 42098540 350992 446749 0 0 0 771219 892581 40338519 43437870 -1436123 -4126603 16385220 14229826 17567613 19305259 -1182393 -5075433 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN 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 X 5 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 LARRY MAZZOLA JR CHAIRMAN 0.1 0.0 X X 0 0 0 FRED NURISSO CO-CHAIRMAN 0.1 0.0 X X 0 0 0 FRANK REARDON SECRETARY 0.1 0.0 X X 0 0 0 ARMAND KILIJIAN TREASURER 0.1 0.0 X X 0 0 0 BILL BLACKWELL TRUSTEE 0.1 0.0 X 0 0 0 MICHAEL BUCKLEY TRUSTEE 0.1 0.0 X 0 0 0 JOHN CHIARENZA TRUSTEE 0.1 0.0 X 0 0 0 ROBERT BUCKLEY JR TRUSTEE 0.1 0.0 X 0 0 0 RJ FERRARI TRUSTEE 0.1 0.0 X 0 0 0 TONY GUZZETTA 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 Kevin Caracciolo TRUSTEE 0.1 0.0 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED PARTIES 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 37770666 37770666 PARTICIPANT CONTRIBUTIONS 900099 912591 912591 MEDICARE PART D INCOME 900099 127178 127178 MISCELLANEOUS INCOME 900099 30877 30877 38841312 263653 263653 0 0 0 0 0 4450042 4243740 206302 206302 206302 0 0 0 0 0 0 0 0 0 0 39311267 38841312 0 469955 X 0 0 0 42098540 0 0 243251 103905 62178 37415 0 198975 109882 0 0 41311 238904 0 83256 753 0 56886 8881 0 7613 0 0 0 138958 OTHER EXPENSES 7162 43437870 X 2821722 2475765 135503 68356 0 0 4083530 3595500 0 0 0 0 0 0 0 0 0 0 0 0 9303468 8047218 0 0 0 0 0 0 40997 42987 16385220 14229826 17755 60600 0 0 45562 36746 0 0 0 0 0 0 0 0 0 0 17504296 19207913 17567613 19305259 X 0 0 0 0 -1182393 -5075433 -1182393 -5075433 16385220 14229826 -4126603 233563 X X false true X true false 0 CLAIMS PAYABLE AND IBNR 184244 PREMIUMS PAYABLE 165935 ACCUMULATED ELIGIBILITY CREDIT 18640000 DUE TO BROKER 38582 DUE TO UA LOCAL 38 TRUST FUNDS 179152 19207913 X 39503519 233563 233563 39269956 41311 41311 39311267 41856585 41856585 41311 1539974 1581285 43437870 FORM 990, PART X, LINE 2: THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 and 2023, 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 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 B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. REVIEW OF THE FORM 990 WAS CONDUCTED BY THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART V, LINE 1A: THE JOINT ADMINSTRATION OFFICE FILED 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 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 IX, LINE 7: OTHER SALARY AND WAGES IS 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 W-3 AND W-2 ARE FILED BY THE JOINT ADMINISTRATIVE OFFICE TO REPORT THE FULL AMOUNT OF SALARIES AND WAGES, WHICH INCLUDES THE PORTION OF SALARY AND WAGES ALLOCATED TO THIS TRUST FUND. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. 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 TRUST FUND OFFICE. ua local 38 vacation trust fund 1621 market st SUITE 400 san francisco CA 94103 237057766 BENEFITS CA 501(C)(9) N/A NA false UA local 38 supplemental unemployment be 1621 market st SUITE 400 san francisco CA 94103 946398563 BENEFITS CA 501(C)(9) N/A NA false ua local 38 jury duty 1621 market st SUITE 400 san francisco CA 94103 946398561 BENEFITS CA 501(C)(9) N/A NA false ua local 38 defined benefit pension 1621 market st SUITE 400 san francisco CA 94103 941285319 BENEFITS CA 501(A) N/A NA false ua local 38 apprentice training trust 1621 market st SUITE 400 san francisco CA 94103 237010420 TRAININGS 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 BENEFITS 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, 2024, THERE ARE APPROXIMATELY 174 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTAC 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 SOLUTIONS ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBES INC AGC, INC. AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC. ALL TEMPERATURE SERVICE AIR CONDITIONING, INC. ALLIED HEATING & A/C CO., INC. AMAZON MECHANICAL AMERICAN AIR CONDITIONING AMORES MECHANICAL INC. AMORES PLUMBING CO INC AMOS & ANDREWS, INC ANDERSON, ROWE & BUCKLEY AP PLUMBING & FILE, INC. APPLIED PROCESS COOLING CORP. ARC PERFECT SOLUTIONS, INC. AXIS MECHANICAL, INC. AYOOB & PEERY BACON PLUMBING COMPANY BAUMAN LANDSCAPE & CONSTRUCTION INC BAY AREA MECHANICAL LLC. BAY AREA PIPE & EQUIPMENT, INC. DBA BAY AREA MECH. BAY CITY MECHANICAL BAY CITY MECHANICAL SERVICE, LLC BAY ENGINEERING, LLC. BAYLINE MECHANICAL BEL AIR MECHANICAL INC. BELL PRODUCTS, INC. BELLANTI PLUMBING BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS BROTHERS ENERGY INC. CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA CLIMATE SYSTEMS CALIFORNIA UNITED MECHANICAL INC. CARRIER CORPORATION CATMEX CHAMPION INDUSTRIAL CONTRACTORS, INC. CHM MECHANICAL INC CIARI PLUMBING & HEATING INC. CITY MECHANICAL INC. CITY PREFERRED PLUMBING,INC. CIW AND SONS PLUMBING CLIMATE PROS, LLC CNS MECHANICAL, INC. COLD ENGINEERING INC COLD ROOM SOLUTIONS INC. COMFORT AIR INC. COMFORT AIR MECH SYS-CAMS COMFORT DYNAMICS, INC CONTROL AIR ENTERPRISES LLC COOL BREEZE REFRIGERATION, INC. CORE CONSTRUCTION BUILDERS & ASSOC. CR REICHEL ENGINEERING CO INC. CRITCHFIELD MECHANICAL INC. DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DESERT MECHANICAL, INC DINELLI PLUMBING INC. DOLESE PLUMBING INC DORMATECH MECHANICAL SYSTEMS, INC. DOWDLE, ANDREW & SONS DPW INC. E MITCHELL INC EGAN PLUMBING EGC FAMILY PLUMBING INC. EMCOR SERVICES-MESA ENERGY ESTES REFRIGERATION FRANK M BOOTH FREIGHT TRAIN REFRIGERATION GOLDEN GATE BRIDGE GRID ONE SOLUTIONS GROFF PLUMBING HARRIS BAY AREA, LLC. HOOD TIME WELDING LLC ICOM MECHANICAL IMPRESSIVE PLUMBING INDOOR COMFORT SOLUTIONS INDOOR ENVIRONMENTAL SERVICES INTECH MECHANICAL INTEGRITY FIRST PLUMBING INC. JAMES BRENEMAN JOHNSON CONTROLS M-54 JW MCCLENAHAN KDS PLUMBING INC. KEY MECHANICAL COMPANY KIEWIT INFRASTRUCTURE WEST CO. KINECTICS KINECTICS MECHANICAL SERVICES INC. KMC PLUMBING LARRATT BROS. PLUMBING LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING LESCURE COMPANY INC LIAISON LANDSCAPES LIQUIDYN,INC L J KRUSE COMPANY MADLEM MECHANICAL INC. MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL MARINA MECHANICAL MASTERSON ENTERPRISES MATRIX HG, INC. MCGUIRE & HESTER MITCHELL, E INC MJ MECHANICAL SERVICES MONARCH MECHANICAL MONTEREY MECHANICAL MSR MECHANICAL LLC MURRAY PLUMBING AND HEATING CORPORATION NEW FOUND GROWTH CONSTRUCTION CORP NV HEATHORN, INC. O.C. MCDONALD CO. INC. O'BRIEN MECHANICAL INC II OCEAN PARK MECHANICAL, INC. OLSSON PLUMBING OMNI MECHANICAL SOLUTIONS PACIFIC COAST TRANE PACIFIC MECHANICAL CORPORATION PAN-PACIFIC MECHANICAL PARAGON MECHANICAL PATTON AIR CONDITIONING PERFORMANCE MECHANICAL PERMACOLD ENGINEERING PETALUMA MECHANICAL INC PETERSON MECHANICAL POMI MECHANICAL PRIBUSS ENGINEERING PRIME MECHANICAL R & V REFRIGRATION REFRIGERATION SOLUTIONS INC. REFRIGERATION UNLIMITED LLC RENKOW MECHANICAL, INC. RG PLUMBING RIGNEY PLUMBING, INC. RMI MECHANICAL INC. ROEBER'S INC. RMT LANDSCAPE CONTRACTORS INC ROUNTREE PLUMBING & HEATING INC. SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC. SIEMENS BLDG TECHN INC. SILICON VALLEY MECHANICAL, INC. SMITH & WHITELY REFRIGERATION SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING SUNBELT CONTROLS TEMPER INSULATION CO.,INC. THERMA LLC THERMAL MECHANICAL TNT INDUSTRIAL CONTRACTORS, INC. TOPNOTCH MECHANICAL INC. TRANSLOGIC CORPORATION TYRRELL PLUMBING AND MECHANICAL INC. UA LOCAL 38 UA LOCAL 38 TRUST FUND UNIVERSITY MECHANICAL & ENG. VEC VPM GENERAL BUILDING, LLC WATERWORKS INDUSTRIES, INC. WB PLUMBING WESTATES MECHANICAL CORP INC. WESTERN ALLIED MECHANICAL, INC. WESTERN ENGINEERING WESTERN WATER CONSTRUCTORS INC WHITE WATER PLUMBING, INC. WL HICKEY SONS INC YORK INTERNATIONAL