Civic Intelligence

Ua Local No 355

990 • Fiscal year 2017 • EIN 94-3254224

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 09, 2018

Organization ProfileN/A

View Organization Page

1600 Harbor Bay Parkway No 200Alameda, CA 94502

(415) 546-7800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.42x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$1

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

45%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$5,815,141

Up $1,562,475 (+37%) from 2016

Net Assets

Up

$3,346,776

Up $1,001,440 (+43%) from 2016

Liabilities

Up

$2,468,365

Up $561,035 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin71st percentile

Revenue

Up

$5,001,403

Up $1,561,034 (+45%) from 2016

Expenses

Up

$4,142,422

Up $493,549 (+14%) from 2016

Net Income

Up

$858,981

Up $1,067,485 (+512%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $5,283,497Liabilities 2011: $933,059Net Assets 2011: $4,350,4382011Assets 2012: $4,799,250Liabilities 2012: $951,997Net Assets 2012: $3,847,2532012Assets 2013: $4,688,261Liabilities 2013: $1,197,174Net Assets 2013: $3,491,0872013Assets 2014: $4,685,522Liabilities 2014: $1,391,196Net Assets 2014: $3,294,3262014Assets 2015: $4,366,019Liabilities 2015: $1,741,197Net Assets 2015: $2,624,8222015Assets 2016: $4,252,666Liabilities 2016: $1,907,330Net Assets 2016: $2,345,3362016Assets 2017: $5,815,141Liabilities 2017: $2,468,365Net Assets 2017: $3,346,7762017Assets 2018: $6,640,295Liabilities 2018: $1,548,754Net Assets 2018: $5,091,5412018Assets 2019: $7,591,389Liabilities 2019: $1,550,996Net Assets 2019: $6,040,3932019Assets 2020: $8,269,839Liabilities 2020: $1,244,707Net Assets 2020: $7,025,1322020Assets 2021: $9,501,059Liabilities 2021: $1,013,815Net Assets 2021: $8,487,2442021Assets 2022: $9,118,064Liabilities 2022: $998,960Net Assets 2022: $8,119,1042022Assets 2023: $9,538,453Liabilities 2023: $942,736Net Assets 2023: $8,595,7172023Assets 2024: $10,224,523Liabilities 2024: $1,012,014Net Assets 2024: $9,212,5092024

Highlighted filing

2017

Assets$5,815,141
Liabilities$2,468,365
Net Assets$3,346,776
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,135,756Expenses 2011: $2,743,603Net Income 2011: -$607,8472011Revenue 2012: $1,907,451Expenses 2012: $2,410,636Net Income 2012: -$503,1852012Revenue 2013: $2,480,207Expenses 2013: $2,836,373Net Income 2013: -$356,1662013Revenue 2014: $2,612,353Expenses 2014: $2,883,492Net Income 2014: -$271,1392014Revenue 2015: $2,888,742Expenses 2015: $3,467,066Net Income 2015: -$578,3242015Revenue 2016: $3,440,369Expenses 2016: $3,648,873Net Income 2016: -$208,5042016Revenue 2017: $5,001,403Expenses 2017: $4,142,422Net Income 2017: $858,9812017Revenue 2018: $4,427,444Expenses 2018: $2,727,274Net Income 2018: $1,700,1702018Revenue 2019: $3,966,810Expenses 2019: $3,129,609Net Income 2019: $837,2012019Revenue 2020: $3,762,786Expenses 2020: $2,698,968Net Income 2020: $1,063,8182020Revenue 2021: $3,719,269Expenses 2021: $2,552,968Net Income 2021: $1,166,3012021Revenue 2022: $3,083,244Expenses 2022: $2,375,201Net Income 2022: $708,0432022Revenue 2023: $2,456,412Expenses 2023: $2,148,136Net Income 2023: $308,2762023Revenue 2024: $2,542,704Expenses 2024: $2,312,943Net Income 2024: $229,7612024

Highlighted filing

2017

Revenue$5,001,403
Expenses$4,142,422
Net Income$858,981
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$5,001,403
Mission and Program Overview

Mission

Provide health and welfare benefits to eligibleparticipants.

To provide health and welfare benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,345,336$3,346,776▲ $1,001,440
Investments in Publicly Traded Securities$2,697,348$2,892,829▲ $195,481
Cash and Non-Interest-Bearing Accounts$909,761$1,991,028▲ $1,081,267
Accounts Receivable$542,043$825,766▲ $283,723
Savings and Temporary Cash Investments$102,401$102,504▲ $103
Prepaid Expenses and Deferred Charges$1,113$3,014▲ $1,901
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,252,666$5,815,141▲ $1,562,475
Liabilities
Other Liabilities$1,884,320$2,449,436▲ $565,116
Accounts Payable and Accrued Expenses$23,010$18,929▼ $4,081
Total Liabilities$1,907,330$2,468,365▲ $561,035
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,345,336$3,346,776▲ $1,001,440
Total Liabilities and Net Assets / Fund Balance$4,252,666$5,815,141▲ $1,562,475
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Felipe HernandezTrustee
Gary AndrewsTrustee
Linda RossmanTrustee
Miguel IniguezTrustee
Tony CarylTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministrator201 QUEEN ANNE AVE N SUITE 100, Seattle, WA 98109$150,319
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,947,981
Investment Income
$53,422
Other Revenue
$0
Change in Net Assets
$858,981

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,997,748
Revenue Not Reported on Financial Statements
$3,655
Revenue Not Reported on Form 990
$142,459
Total Revenue per Audited Statements
$5,140,207
Total Revenue per Form 990
$5,001,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$402,835
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,739,587
Fees for Services Management---$221,786
Fees for Services Other---$52,000
Fees for Services Legal---$40,578
Office Expenses---$35,301
Fees for Services Accounting---$28,057
Insurance---$12,421
Other Expenses---$4,828
Conferences and Meetings---$4,209
Fees for Service Investment Mgmnt Fees---$3,655
Total Functional Expenses$0$0$0$4,142,422

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,142,422
Expenses per Audited Statements$4,020,401
Total Expenses per Audited Statements$4,020,401
Expenses Not Reported on Financial Statements$122,021
Other Expense Adjustments$118,366
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$1,208,980
Claims Payable and Ibnr$525,991
Payable to Insurance Co.$482,000
Due to Related Funds$232,465
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust contracted with zenith american solutions, inc. To provide administrative services to the plan.”

Form 990, Part VI, Section A, Line 8B

“There are no committees that have authority to act on behalf of the governing body.”

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 makes its governing documents and financial statements available to the public, upon request.”

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 third party administrator, zenith american solutions, inc.”

Filing and Contact Details

Filer

Filer Name
Ua Local No 355
EIN
94-3254224
Phone
4155467800
Address
1600 HARBOR BAY PARKWAY NO 200, ALAMEDA, CA 94502

Signing Officer

Name
Miguel Iniguez
Title
Trustee
Phone
4155467800
Signed
2018-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miguel Iniguez
Formed
1993
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie Roessl Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The board of trustees assumes responsibility for oversight of the audited financial statements and selection of an independent accountant. This process has not changed.”

Form 990, Part V, Line 1A

“The third-party administrator files one 1099 on behalf of all the plans they administer for the various independent contractors. Therefore, this question has been answered zero for this organization.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan's administrator has analyzed the tax positions and has concluded that, as of june 30, 2017, 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. The plan's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 409 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023010
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018929
IRS990/AccountsReceivableGrp/BOYAmt0542043
IRS990/AccountsReceivableGrp/EOYAmt0825766
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt03739587
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum02062824100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 QUEEN ANNE AVE N SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098109
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0909761
IRS990/CashNonInterestBearingGrp/EOYAmt01991028
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04209
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0150319
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0201 QUEEN ANNE AVE N SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098109
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03739587
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053422
IRS990/CYOtherExpensesAmt0402835
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04947981
IRS990/CYRevenuesLessExpensesAmt0858981
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04142422
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05001403
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt028057
IRS990/FeesForServicesLegalGrp/TotalAmt040578
IRS990/FeesForServicesManagementGrp/TotalAmt0221786
IRS990/FeesForServicesOtherGrp/TotalAmt052000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03655
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0TONY CARYL
IRS990/Form990PartVIISectionAGrp/PersonNm1MIGUEL INIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA ROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm4FELIPE HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt51
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05001403
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt012421
IRS990/InvestmentIncomeGrp/ExclusionAmt053422
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053422
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02697348
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02892829
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLEPARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02345336
IRS990/NetAssetsOrFundBalancesEOYAmt03346776
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0142459
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt035301
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt04828
IRS990/OtherLiabilitiesGrp/BOYAmt01884320
IRS990/OtherLiabilitiesGrp/EOYAmt02449436
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01113
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03014
IRS990/PrincipalOfficerNm0MIGUEL INIGUEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc2SELF-PAYS CONT. - SPEC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03873703
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11073290
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03873703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11073290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2988
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03179951
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052425
IRS990/PYOtherExpensesAmt0468922
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03387944
IRS990/PYRevenuesLessExpensesAmt0-208504
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03648873
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03440369
IRS990/ReconcilationRevenueExpnssAmt0858981
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02345336
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03346776
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102504
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0122021
IRS990ScheduleD/ExpensesSubtotalAmt04020401
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03655
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03655
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0142459
IRS990ScheduleD/OtherExpensesNotIncludedAmt0118366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0525991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11208980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2232465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3482000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYABLE TO INSURANCE CO.
IRS990ScheduleD/RevenueNotReportedAmt0142459
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03655
IRS990ScheduleD/RevenueSubtotalAmt04997748
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2017, 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. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04142422
IRS990ScheduleD/TotalLiabilityAmt02449436
IRS990ScheduleD/TotalRevenuePerForm990Amt05001403
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05140207
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04020401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST CONTRACTED WITH ZENITH AMERICAN SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE THIRD-PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE, THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES 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 THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, LINE 1A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0686095525
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1943201019
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE JOBS FOR THEIR MEMBERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1FOSTER RELATIONS BETWEEN LABOR AND MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UA LOCAL NO355 HIRING HALL ADMINISTRATION TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1UA LOCAL 355 JOINT-LABOR MGMT COOPERTION CTTEE TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt013 TENNESSEE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt113 TENNESSEE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0VALLEJO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1VALLEJO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd094590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd194590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NO CALIFORNIANO NEVADA LANDSCAPE & UNDERGROUND UTILITY JATC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL UNION 355 UA PLUMBING & PIPEFITTING IND OF THE US & CANADA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0686091014
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1680189344
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATING AND TRAINING JOURNEYMEN AND APPRENTICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PLAN SPONSOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt013 TENNESSEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt113 TENNESSEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VALLEJO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1VALLEJO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194590
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2017, THERE ARE APPROXIMATELY 56 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. ASSOCIATED CONSTRUCTORS, INC. AZTEC SOLAR, INC. BAUMAN LANDSCAPE BEEBE DIVERSIFIED LP BLANCHARD CONSTRUCTION BORTOLUSSI & WATKIN CALIFORNIA WATERSCAPE CLYDE COLLISHAW SPRINKLERS,INC COHEN LANDSCAPE SERVICES, INC DAK LANDSCAPE CONSTRUCTION DECKER LANDSCAPING INC DGS-DIRECT CONSTRUCTION UNIT ECOLOGICAL CONCERNS, INC. EMPIRE LANDSCAPING INC FREEDLUN HYDROSEEDING INC GSL CONSTRUCTION GREEN GROWTH INDUSTRIES GREENSCAPE HERZER LANDSCAPING, INC. JENSEN CORPORATION JJ NGUYEN, INC KCI ENVIRONMENTAL, INC. LANDSCAPE CONTRACTORS COUNCIL LANDSCAPE VISIONS LAWLER & STANZ. INC. LEMINGS IRRIGATION, INC. LEFEVRE WELDING INC. LEO MANIGLIA ENTERPRISES INC MARINA LANDSCAPE INC MARINA LANDSCAPE INC-RESIDENTL MCGUIRE AND HESTER MORI HATSUSHI ASSOC MULCH MASTER OUTSIDE THE LINES PACIFIC PARKS LANDSCAPING PACIFIC WATER ART, INC PLAYGROUNDS UNLIMITED (M.A.K.) RMT LANDSCAPE CONTRACTORS, INC SEAPORT LANDSCAPE NO AGID SANTA FE LANDSCAPERS INC SHOOTER & BUTTS, INC SIERRA LUMBER & FENCE COMPANY SHOWTIME CONSTRUCTION SOLANO CONSTRUCTION CO, INC SUNRISE LANDSCAPE TAKEHARA LANDSCAPE, INC TAKEHARA LANDSCAPE/MAINTENANCE TEAM-EES TRUXELL & VALENTINO LANDSCAPE TRUXELL & VALENTINO UNDERGROUND UTILITY/LANDSCAPE WABO LANDSCAPE & CONSTRUCTION WATERWORKS INDUSTRIES, INC WATERWORKS INDUSTRIES,INC S/A WEST VALLEY CONSTRUCTION CO WESTERN WATER FEATURES, INC
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R - INDETIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04252666
IRS990/TotalAssetsEOYAmt05815141
IRS990/TotalAssetsGrp/BOYAmt04252666
IRS990/TotalAssetsGrp/EOYAmt05815141
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04142422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01907330
IRS990/TotalLiabilitiesEOYAmt02468365
IRS990/TotalLiabilitiesGrp/BOYAmt01907330
IRS990/TotalLiabilitiesGrp/EOYAmt02468365
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02345336
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03346776
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04947981
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt053422
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04947981
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05001403
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04252666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05815141
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 HARBOR BAY PARKWAY NO 200
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIGUEL INIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04155467800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA LOCAL NO 355
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UALO
ReturnHeader/Filer/EIN0943254224
ReturnHeader/Filer/PhoneNum04155467800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HARBOR BAY PARKWAY NO 200
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DD8E3D40C39F05221E97E07BD1CB8F36D910CAE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF0F784E429982BC93A0FAF5EDF9664BBECC31B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:36:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,815,141
Liabilities
$2,468,365
Net assets
$3,346,776
Revenue
$5,001,403
Expenses
$4,142,422
Net income
$858,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$1.01$9.21$2.54$2.31$0.23
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.94$8.60$2.46$2.15$0.31
2022Detailed filing. Detailed filing data is available for this year.$9.12$1.00$8.12$3.08$2.38$0.71
2021Detailed filing. Detailed filing data is available for this year.$9.50$1.01$8.49$3.72$2.55$1.17
2020Detailed filing. Detailed filing data is available for this year.$8.27$1.24$7.03$3.76$2.70$1.06
2019Detailed filing. Detailed filing data is available for this year.$7.59$1.55$6.04$3.97$3.13$0.84
2018Detailed filing. Detailed filing data is available for this year.$6.64$1.55$5.09$4.43$2.73$1.70
2017Detailed filing. Detailed filing data is available for this year.$5.82$2.47$3.35$5.00$4.14$0.86
2016Detailed filing. Detailed filing data is available for this year.$4.25$1.91$2.35$3.44$3.65$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.37$1.74$2.62$2.89$3.47$0.58
2014Summary only. Only limited summary data is available for this year.$4.69$1.39$3.29$2.61$2.88$0.27
2013Summary only. Only limited summary data is available for this year.$4.69$1.20$3.49$2.48$2.84$0.36
2012Summary only. Only limited summary data is available for this year.$4.80$0.95$3.85$1.91$2.41$0.50
2011Summary only. Only limited summary data is available for this year.$5.28$0.93$4.35$2.14$2.74$0.61