2023-11-15T12:22:50-06:00 2022-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY STE 400 SAN RAMON CA 94583 990 2022-01-01 946401544 U A LOCAL 393 HEALTH & WELFARE TRUST % BENESYS ADMINISTRATORS UALO 4084368210 1731 TECHNOLOGY DRIVE Suite 570 SAN JOSE CA 95110 ERIC MUSSYNSKI CHAIR 4084368210 2023-11-14 true ERIC MUSSYNSKI 999009999 JESSICA R ROSTER P01317380 9252779100 2022 2023-04-26 12:10:37Z ERIC MUSSYNSKI 1731 TECHNOLOGY DRIVE570 SAN JOSE CA 95110 150277980 false X N/A X 1952 CA TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS in a multiemployer plan. 10 0 2 10 0 0 0 0 63963151 65968410 8998236 3514266 144 140103 72961531 69622779 0 0 57418816 65284680 160310 172285 0 0 0 2731985 2796899 60311111 68253864 12650420 1368915 194792933 177958675 77297841 85990603 117495092 91968072 TO PROVIDE HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS in a multiemployer plan. false false PROVIDED ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION 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 true false false false false false false false false false false false true false false true 235 0 true 2 true true true false false false false false false false X 10 0 false true false false false false false true false true false false true true true true true false false false CA X BENESYS ADMINISTRATORS 4084368210 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 X SUZANNE H NEEDHAM PLAN DIRECTOR 40.0 0.0 X 206415 0 80813 GREGORY GONZALES TRUSTEE 5.0 0.0 X 4845 0 0 KARL BAUMHECKEL TRUSTEE 5.0 0.0 X 2775 0 0 GARY GLENN TRUSTEE 5.0 0.0 X 1678 0 0 ALEX HALL CO-CHAIR 5.0 0.0 X X 0 0 0 Eric Mussynski Chair 5.0 0.0 X X 0 0 0 MICHAEL J VLAMING TRUSTEE 5.0 0.0 X 0 0 0 James Lowder Trustee 5.0 0.0 X 0 0 0 Greg Conn Trustee 5.0 0.0 X 0 0 0 WAYD LAPEARLE TRUSTEE 5.0 0.0 X 0 0 0 EDWARD NICHOLS TRUSTEE 5.0 0.0 X 0 0 0 BOB DILLS TRUSTEE THRU 11/14/2022 5.0 0.0 X 0 0 0 LEROY GINN TRUSTEE THRU 1/12/2022 5.0 0.0 X 0 0 0 TIM WHALEN TRUSTEE THRU 2/25/2022 5.0 0.0 X 0 0 0 215713 0 80813 1 false true false BeneSys Inc 700 Tower Drive Suite 300 TROY MI 48098 ADMIN SERVICES 800441 Columbia Management NW 7702 PO Box 1450 MINNEAPOLIS MN 55485 INVESTMENT FEES 493273 Eide Bailly 10681 Foothill Blvd Ste 30 RANCHO CUCAMONGA CA 91730 AUDIT SERVICES 123844 Kraw Law Group 605 Ellis Street Suite 200 MOUNTAIN VIEW CA 94043 Legal Services 105965 4 0 EMPLOYER CONTRIBUTIONS 900099 56881528 56881528 ERA CONTRIBUTIONS 900099 7391901 7391901 COBRA CONTRIBUTIONS 900099 228175 228175 LIQUIDATED DAMAGES 900099 36503 36503 RETIREE & SELF-PAY CONTRIBUTIONS 900099 1430303 1430303 65968410 3777617 3777617 0 0 0 0 0 80391850 80655201 -263351 -263351 -263351 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 140103 140103 140103 69622779 66108513 0 3514266 0 0 0 65284680 9298 0 155580 0 0 7407 728606 98558 130915 0 0 630735 1040349 0 106566 0 0 0 0 0 24602 0 0 0 25796 PCORI TAX 10772 68253864 11642753 17061133 6468052 6415548 0 0 6377088 5994097 0 0 0 0 0 0 0 0 11836 12069 0 0 169601108 147654975 0 0 0 0 0 0 692096 820853 194792933 177958675 761104 788580 0 0 0 0 0 0 0 0 0 0 0 0 0 0 76536737 85202023 77297841 85990603 X 0 0 0 0 117495092 91968072 117495092 91968072 194792933 177958675 1368915 -27042935 147000 X X false true X true false 0 DUE TO OTHER FUNDS 352133 GROUP INSURANCE PREMIUMS PAYABLE 4456552 CLAIMS PAYABLE AND IBNR 3616588 BANK OF HOURS LIABILITY 19490000 PARTICIPANT RESERVE ACCOUNT 57286750 85202023 X 41949109 -27042935 -27042935 68992044 630735 630735 69622779 58744518 58744518 630735 8878611 9509346 68253864 Form 990, Part X, Line 2: U.S. GAAP requires management to evaluate tax positions taken and recognize a tax liability if the Plans have taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plans and concluded that as of December 31, 2022, and 2021 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plans are subject to routine audits by taxing and regulatory jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for periods presented in these financial statements. PART XII, LINE 4B: CHANGE IN NET BENEFITS OBLIGATION false false false SUZANNE H NEEDHAM PLAN DIRECTOR 206415 0 0 0 0 0 57893 0 22920 0 287228 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, BENESYS ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C: REVIEW WITH BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO ALL PLAN PARTICIPANTS. 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 VII SECTION A COLUMN D: THE OVERALL COST FOR THE SALARY REPORTED IN COLUMN D IS SHARED BY THREE RELATED ORGANIZATIONS. FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. U A LOCAL 393 PENSION TRUST FUND 1731 TECHNOLOGY DRIVE suite 570 SAN JOSE CA 95110 946359772 Benefits CA 501(A) N/A NA false U A LOCAL 393 TRUST FUND DEFINED contrib 1731 TECHNOLOGY DRIVE SUITE 570 SAN JOSE CA 95110 946075617 Benefits CA 501(A) 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 MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2022, THERE ARE APPROXIMATELY 118 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 ORANIZATION, 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.G.C., INC. ABC PLUMBING INC. ABM BUILDING SOLUTIONS, LLC ACCEL AIR SYSTEMS, INC. DBA BUILDING AUTOMATION SOLUTIONS ACCO ENGINEERED SYSTEMS ADVNC AIR TECHNOLOGIES AIR SYSTEM SERVICE AND CONSTRUCTION, INC. DBA AIR SYSTEMS OF SACRAMENTO AIR SYSTEMS, INC. ALL BAY MECHANICAL, INC. ALL TEMPERATURE SERVICE AIR CONDITIONING, INC. APOLLO SHEET METAL , INC. ASCO SERVICE, INC. AUTOMATED BUILDING CONTROL AUTOMATED SOLUTIONS GROUP, INC. AXIS MECHANICAL, INC. BACON PLUMBING COMPANY, INC. BAY AREA HVAC, INC. BAY AREA MECHANICAL, LLC BAY CITY MECHANICAL SERVICE, LLC BAY CITY MECHANICAL, INC. BENICIA PLUMBING, INC. BROADWAY MECHANICAL CONTRACTORS C & S MECHANICAL CALIFORNIA UNITED MECHANICAL, INC. DBA UNITED MECHANICAL CASTRO PLUMBING SERVICES, INC. CLIMATE PROS, LLC CLI-METRICS SERVICE COMPANY, INC. COLD AIR REFRIGERATION, INC. COLD CRAFT, INC. COLD ROOM SOLUTIONS, INC. COMFORT AIR, INC. COOL TECH MECHANICAL, INC. CRITCHFIELD MECHANICAL, INC. DANIEL MECHANICAL SERVICES DE BELLA MECHANICAL, INC. DEHARO MECHANICAL, INC. DINELLI PLUMBING, INC. DOWDLE & SONS MECHANICAL, INC. DPW, INC. ECO HVAC CONTRACTING DBA AGRS INVESTMENTS, LLC ENVIRONMENTAL SYSTEMS, INC. OF NORTHERN CALIFORNIA ENVISE ESTES COMMERCIAL REFRIGERATION FAMAND, INC. DBA INDOOR ENVIRONMENTAL SERVICES FRANK M. BOOTH, INC. FREIGHT TRAIN REFRIGERATION, INC. HARRIS BAY AREA, LLC HONEYWELL INTERNATIONAL, INC. HYDRA VENTURES, INC. DBA CAL PACIFIC SYSTEMS ICOM MECHANICAL, INC. INFINITY MECHANICAL, INC. INTECH MECHANICAL COMPANY, INC. J. MCCABE PLUMBING INC. J. SOARES PLUMBING, INC. J.R. PIERCE PLUMBING COMPANY J.W. MCCLENAHAN COMPANY JACOBSEN ALVES GOODEILL, INC. DBA CALIFORNIA CLIMATE SYSTEMS JET MECHANICAL, INC. JOE KOCHER PLUMBING, INC. JOHNSON CONTROLS, INC. KDS PLUMBING, INC. KEY MECHANICAL COMPANY OF WASHINGTON DBA KEY MECHANICAL COMPANY KIEWIT INFRASTRUCTURE WEST COMPANY KINETIC SYSTEMS, INC. KINETICS MECHANICAL SERVICE, INC. LARRATT BROS. PLUMBING, INC. LEFCO, INC. LESCURE COMPANY, INC. M.J. MECHANICAL SERVICES, INC. MARELICH MECHANICAL COMPANY, INC. MARTINEZ SHEET METAL, INC. MATRIX HG, INC. MESA ENERGY SYSTEMS, INC. MICHAEL VENOSTA PLUMBING MONSTER MECHANICAL, INC. MONTEREY MECHANICAL COMPANY MTW BUILDERS, INC. MURRAY PLUMBING AND HEATING CORPORATION DBA MURRAY COMPANY NORTHERN SERVICES, INC. O.C. MCDONALD COMPANY, INC. OCEAN PARK MECHANICAL, INC. OMNI MECHANICAL SOLUTIONS PACIFIC COAST SALES & SERVICE, INC. DBA PACIFIC COAST TRANE SERVICE & CONTROLS COMPANY PACIFIC PLUMBING PACIFIC RIM PLUMBING, INC. PAN-PACIFIC MECHANICAL, LLC PARAGON MECHANICAL, INC. PERFORMANCE AIR SERVICE, INC. PERFORMANCE MECHANICAL, INC. PRIBUSS ENGINEERING, INC. PRIME MECHANICAL SERVICE, INC. PRO TEMP MECHANICAL, INC. QUALTECH MECHANICAL, INC. R & V REFRIGERATION, INC. RESCUE AIR SYSTEMS, INC. RODRIGUEZ SHEET METAL ROUNTREE PLUMBING & HEATING, INC. S & H CONSTRUCTION, INC. SAN JOSE WATER COMPANY SERVICE UNLIMITED, INC. SILICON VALLEY MECHANICAL, INC. SMITH MECHANICAL-ELECTRICAL-PLUMBING SOUTH BAY AFL-CIO CENTRAL LABOR COUNCIL SOUTH BAY PIPING INDUSTRY SOUTHLAND INDUSTRIES STEPHEN CIARI PLUMBING & HEATING, INC. DBA CIARI PLUMBING & HEATING, INC. STRATEGIC MECHANICAL, INC. SUNBELT CONTROLS, INC. THERMA, LLC THERMAL MECHANICAL U.A. LOCAL 393 - SAN JOSE U.A.LOCAL 393 - JATC UNITED COMFORT SOLUTIONS, INC. VAL'S PLUMBING & HEATING, INC. W.L. HICKEY SONS, INC. WEST VALLEY CONSTRUCTION COMPANY WESTERN ALLIED MECHANICAL, INC. WHITE WATER PLUMBING, INC. DBA CLEAR FLOW PLUMBING