2025-11-04T13:08:11-05:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946170245 WESTERN STATES INSUL AND ALLIED WORKERS HEALTH PLAN % BENESYS ADMINISTRATORS WEST 8003200184 7180 KOLL CENTER PARKWAY Suite 200 PLEASANTON CA 94566 MICHAEL PATTERSON TRUSTEE 8003200184 2025-11-03 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z MICHAEL PATTERSON 7180 KOLL CENTER PARKWAY 200 PLEASANTON CA 94566 67006 false X N/A X 1967 CA TO PROVIDE PERIODIC MEDICAL EXAMINATION AND DISABILITY BENEFITS TO PARTICIPANTS IN A MULTIEMPLOYER PLAN. 8 0 0 0 0 0 0 0 44354 43729 3155 23277 0 0 47509 67006 0 0 135618 153870 0 0 0 0 0 152230 146719 287848 300589 -240339 -233583 1201977 1044814 326349 402769 875628 642045 X TO PROVIDE PERIODIC MEDICAL EXAMINATION AND DISABILITY BENEFITS TO COVERED PARTICIPANTS IN A MULTIEMPLOYER PLAN. false false THE PLAN PROVIDED PERIODIC MEDICAL EXAMINATION BENEFITS TO COVERED PARTICIPANTS IN A MULTIEMPLOYER PLAN. THE PLAN PROVIDED LONG-TERM DISABILITY BENEFITS TO "GRANDFATHERED" PARTICIPANTS THROUGHOUT THE PLAN YEAR IN A 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 0 0 true 0 false false false false false false false false X 8 0 false true false false false false false true true false false true false false false false false false CA X BENESYS ADMINISTRATORS 8003200184 7180 KOLL CENTER PARKWAY PLEASANTON CA 94566 X MICHAEL PATTERSON CHAIRMAN 0.5 0.0 X 0 0 0 RICK SUTPHIN CO-CHAIRMAN 0.5 0.0 X 0 0 0 ERIC FULTS TRUSTEE 0.5 0.0 X 0 0 0 CRAIG SKEIE TRUSTEE 0.5 0.0 X 0 0 0 RICHARD CHAMBERLAIN TRUSTEE 0.5 0.0 X 0 0 0 MATTHEW GONZALES TRUSTEE 0.5 0.0 X 0 0 0 GREG ZEVELY TRUSTEE 0.5 0.0 X 0 0 0 DANIEL HAGUEWOOD TRUSTEE 0.5 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 43729 43729 43729 23277 23277 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67006 43729 0 23277 X 0 0 0 153870 0 0 0 0 0 0 48690 18903 21180 0 0 0 43509 0 13821 0 0 0 0 0 274 0 0 0 342 300589 277566 93223 920201 943478 0 0 3922 7844 0 0 0 0 0 0 0 0 288 269 0 0 0 0 0 0 0 0 0 0 0 0 1201977 1044814 22405 60626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 303944 342143 326349 402769 X 0 0 0 0 875628 642045 875628 642045 1201977 1044814 -233583 X X false true X true false 0 CLAIMS PAYABLE & IBNR 64743 ACCUMULATED ELIGIBILITY CREDITS 277400 342143 X 67006 67006 67006 262390 262390 38199 38199 300589 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, 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 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 TRUST CONTRACTED WITH BENESYS ADMINISTRATORS, TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PARTICIPANTS OF THE ORGANIZATION. FORM 990, PART VII, SECTION A, LINE 1A: COMPENSATION PAID TO TRUSTEES EMPLOYED BY 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. 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 IX LINE 11G DESCRIPTION:MEDICAL PROGRAM ADMIN. TOTAL FEES:41234 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:2275 WESTERN STATES INSULATORS & ALLIED WORKE 7180 KOLL CENTER PARKWAY 200 PLEASANTON CA 94566 510155190 RETIREMENT CA 501(A) N/A NA false INT'L ASSOC OF HEAT & FROST LOCAL 5 3833 EBONY ST ONTARIO CA 91761 950866519 LABOR UNION CA 501(C)(5) N/A NA false INT'L ASSOC OF HEAT & FROST LOCAL 7 14675 INTERURBAN AVE S 103 TUKWILA WA 98168 910405896 LABOR UNION WA 501(C)(5) N/A NA false HEAT & FROST INSULATORS LOCAL 16 3801 PARK RD BENICIA CA 94510 940577197 LABOR UNION CA 501(C)(5) N/A NA false INT'L ASSOC OF HEAT & FROST LOCAL 28 6210 CARR STREET ARVADA CO 80004 840339764 LABOR UNION CO 501(C)(5) N/A NA false HEAT & FROST INSULATORS & ALLIED WORKERS 16076 SE EVELYN ST CLACKAMAS OR 97015 930115033 LABOR UNION OR 501(C)(5) N/A NA false ALLIED WORKER AFL-CIO LOCAL 73 13607 N 32ND ST PHOENIX AZ 85032 860144013 LABOR UNION AZ 501(C)(5) N/A NA false INTL ASSOC OF HEAT & FROST LOCAL 76 422 ADAMS SE ALBUQUERQUE NM 87108 850091963 LABOR UNION NM 501(C)(5) N/A NA false ASBESTOS WORKERS LOCAL 82 3919 EAST MAIN AVENUE SPOKANE WA 99202 910617900 LABOR UNION WA 501(C)(5) N/A NA false ASBESTOS WORKERS AFL-CIO LOCAL 135 4316 E ALEXANDER ROAD LAS VEGAS NV 89115 880092338 LABOR UNION NV 501(C)(5) N/A NA false INTL ASSOC OF HEATASBESTOS WORKERS 2261 SOUTH REDWOOD ROAD SALT LAKE CITY UT 84119 870222439 LABOR UNION UT 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 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, 2024, THERE ARE APPROXIMATELY 143 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. A P I INC A1 INSULATION MECHANICAL, LLC AARC-WEST MECHANICAL INSULATION (USA), LLC AECOM AIS, INC. ALBUQUERQUE INSULATION ANNING-JOHNSON COMPANY APACHE INDUSTRIAL APACHE INDUSTRIAL UNITED, INC APPLIED PROCESS COOLING CORP (APPCO) ARGUS CONTRACTING Arizona Heat & Frost Apprenticeship Training Trust Ark Premium Construction LLC ASBESTOS LOCAL 7 ASBESTOS LOCAL 82 ASBESTOS LOCAL 82 JATC ASBESTOS WORKERS #5 APPRENTICE FUND ATS WELDING BARRACUDA INSULATION BARRE INSULATION BAYSIDE INSULATION CONTRACTORS INC BHI Energy Specialty Services BOMBARD MECHANICAL BOYTER BROTHERS, LLC BRAND ENERGY SERVICE OF CALIFORNIA BRAND SCAFFOLD SERVICES, INC. BRANDSAFWAY C & P CONSTRUCTION DEVELOPMENT CALIFORNIA DEPT OF CORRECTION CALIFORNIA FIRE STOP CRITCHFIELD MECHANICAL INC D & G MECHANICAL INSUL INC D2 INDUSTRIAL SERVICES, LLC D2 SERVICES INC D2 SQUARED INDUSTRIAL SERVICES, LLC DAHL AIR CONDITIONING DAY & ZIMMERMAN NPS DE BELLA MECHANICAL INC DEPT OF WATER & POWER DKB INC Earp Insulation ECCO INSULATION ECO BAY SERVICES, INC. ENERGY MECHANICAL INSULATION ESW PACIFIC MECHANICAL INSUL. EXCEL PACIFIC MECHANICAL INSUL. FARWEST INSULATION CONTRACTING FIBRECO FOREMAC FRONTIER INC. GLOBAL PACIFIC ENVIRONMENTAL INC GLOBAL SCAFFOLD CONSTRUCTION SERVICES HEAT & FROST INSUL APPRENTICE HEAT & FROST INSULATORS HEAT & FROST INSULATORS JATC HEAT & FROST INSULATORS LOC 16 HEAT & FROST INSULATORS LOCAL 135 HEAT & FROST INSULATORS LOCAL 28 HEAT & FROST INSULATORS LOCAL 36 HEAT & FROST INSULATORS LOCAL 5 HEAT & FROST INSULATORS LOCAL 69 HEAT & FROST INSULATORS LOCAL 73 HEAT & FROST INSULATORS LOCAL 76 HECKMAN INC. HOLADAY-PARKS, INC. HUDSON BAY INSULATION IDAHO ENVIRONMENTAL COALITION LLC IMPERIAL SPECIALTY CONTRACTING INDUSTRIAL INSULATION INSULATION CONTRACTING & SUPPLY INSULATION SPECIALTIES INSULATION TECH INC INSUL-TECH INTERMOUNTAIN SPECIALTY CONTRACTING J & J MECHANICAL INSULATION JD FIRESTOP PROS, INC. JEWEL MECHANICAL INSULATION JKAY, INC K FOX INSULATION INC KARBER MECHANICAL INSULATION KARCHER FIRESTOPPING, INC KARCHER INSULATION INC KARCHER INTERIOR SYSTEMS, INC. KC INSULATION KENNER MECHANICAL INSULATION L & L MECHANICAL, INC L & S FABCO LIFE SAFETY SOLUTIONS LOS ALAMOS NATIONAL SECURITY LOS ANGELES COUNTY SHERIFF'S DEPT. LOUIS A ROSER COMPANY M & M MECHANICAL MECHANICAL ENERGY SOLUTION MECHANICAL INSULATING INC MECHANICAL INSULATION SERVICES, INC. MID-VALLEY INSULATING, INC. MISSION SUPPORT TEST SERVICES NAES POWER CONTRACTORS NELSON INSULATION COMPANY-COLORADO OCEAN PARK MECHANICAL P & E INSULATION, INC. PCN3 PERFORMANCE ABATEMENT SVCS PERFORMANCE CONTRACTING PERFORMANCE CONTRACTING GROUP PERFORMANCE CONTRACTING INC PRMNC ABTMNT SVC OF CALIFORNIA PSP GROUP INC PUGET SOUND MECHANICAL INSULATION R D CONWEST CONTRACTORS INC ROGUE MECHANICAL INSULATION RYAN MECHANICAL SAFWAY SERVICES SAFWAY SERVICES INC SAFWAY SERVICES, LLC SCOT-THERM INSULATION SEATTLE ASB WKRS JATC SEATTLE BUILDING & CONSTR SHACK PLUMBING SILVER FALLS INSULATION,LLC SO-CAL INSULATION, INC SOUTH COAST MECHANICAL INSULATION SOUTHWEST SPECIALTY CONTRACTORS SOUTHWEST SPECIALTY CONTRACTORS LLC SUMMIT CONTRACTING, LLC TEMPER INSULATION THE JAMAR COMPANY THERMAL AIR CONDITIONING THERMAX INSULATION, LLC THERMOLD INSULATION TIMISCO MECHANICAL INSULATION LLC TOVIN INSULATION CONCEPTS TRI COUNTY INSULATION CO TRUELINE US INSULATION GROUP VALLEY MECHANICAL INSULATION VITAL BARRIER SERVICES VMI-VALLEY MECHANICAL INSUL. INC WASTE TREATMENT COMPLETION WEST COAST FIRESTOPPING WEST COAST MECHANICAL INSULATION YEAROUT SUPPORT SERVICES, LLC ZOLNAY INSULATION INC*PRE APPRENTICE