Civic Intelligence

Ibew Local 332 Health Welfare Plan

EIN 94-6401540 • 501(c)9 • San Jose, CA

View Organization Page

Profile

To provide health and welfare benefits to eligible participants.

6800 Santa Teresa Blvd Ste 100San Jose, CA 95119

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.31x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.61x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

51st percentile

6.0%

Faster asset growth than 51% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$167,194,519

Up $9,421,304 (+6.0%) from 2023

Liabilities

Up

$52,644,678

Up $3,822,066 (+7.8%) from 2023

Net Assets

Up

$114,549,841

Up $5,599,238 (+5.1%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin69th percentile

Revenue

Up

$86,179,798

Up $14,366,205 (+20%) from 2023

Expenses

Up

$73,996,412

Up $31,393,321 (+74%) from 2023

Net Income

Down

$12,183,386

Down $17,027,116 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0-$50MAssets 2010: $14,274,450Liabilities 2010: $19,172,038Net Assets 2010: -$4,897,5882010Assets 2011: $17,575,362Liabilities 2011: $19,653,197Net Assets 2011: -$2,077,8352011Assets 2012: $22,975,622Liabilities 2012: $23,653,322Net Assets 2012: -$677,7002012Assets 2013: $31,242,203Liabilities 2013: $28,668,668Net Assets 2013: $2,573,5352013Assets 2014: $35,721,980Liabilities 2014: $27,511,111Net Assets 2014: $8,210,8692014Assets 2015: $46,735,861Liabilities 2015: $35,499,334Net Assets 2015: $11,236,5272015Assets 2016: $70,835,049Liabilities 2016: $42,528,193Net Assets 2016: $28,306,8562016Assets 2017: $87,880,013Liabilities 2017: $46,544,228Net Assets 2017: $41,335,7852017Assets 2018: $98,604,395Liabilities 2018: $59,819,960Net Assets 2018: $38,784,4352018Assets 2019: $121,988,121Liabilities 2019: $60,501,292Net Assets 2019: $61,486,8292019Assets 2020: $136,059,066Liabilities 2020: $60,884,488Net Assets 2020: $75,174,5782020Assets 2021: $153,538,030Liabilities 2021: $70,948,170Net Assets 2021: $82,589,8602021Assets 2022: $155,338,433Liabilities 2022: $82,163,603Net Assets 2022: $73,174,8302022Assets 2023: $157,773,215Liabilities 2023: $48,822,612Net Assets 2023: $108,950,6032023Assets 2024: $167,194,519Liabilities 2024: $52,644,678Net Assets 2024: $114,549,8412024

Highlighted filing

2024

Assets$167,194,519
Liabilities$52,644,678
Net Assets$114,549,841
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2010: $25,813,950Expenses 2010: $27,476,017Net Income 2010: -$1,662,0672010Revenue 2011: $37,172,380Expenses 2011: $29,008,129Net Income 2011: $8,164,2512011Revenue 2012: $37,411,319Expenses 2012: $36,542,387Net Income 2012: $868,9322012Revenue 2013: $40,314,938Expenses 2013: $37,174,479Net Income 2013: $3,140,4592013Revenue 2014: $42,730,946Expenses 2014: $36,922,260Net Income 2014: $5,808,6862014Revenue 2015: $49,153,819Expenses 2015: $45,882,185Net Income 2015: $3,271,6342015Revenue 2016: $63,922,806Expenses 2016: $46,790,277Net Income 2016: $17,132,5292016Revenue 2017: $70,222,590Expenses 2017: $58,120,526Net Income 2017: $12,102,0642017Revenue 2018: $62,503,975Expenses 2018: $62,531,704Net Income 2018: -$27,7292018Revenue 2019: $69,738,672Expenses 2019: $52,585,847Net Income 2019: $17,152,8252019Revenue 2020: $65,255,564Expenses 2020: $46,386,549Net Income 2020: $18,869,0152020Revenue 2021: $78,174,500Expenses 2021: $62,880,980Net Income 2021: $15,293,5202021Revenue 2022: $74,659,893Expenses 2022: $68,494,006Net Income 2022: $6,165,8872022Revenue 2023: $71,813,593Expenses 2023: $42,603,091Net Income 2023: $29,210,5022023Revenue 2024: $86,179,798Expenses 2024: $73,996,412Net Income 2024: $12,183,3862024

Highlighted filing

2024

Revenue$86,179,798
Expenses$73,996,412
Net Income$12,183,386
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$167,194,519
Liabilities
$52,644,678
Net assets
$114,549,841
Revenue
$86,179,798
Expenses
$73,996,412
Net income
$12,183,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$167$52.6$115$86.2$74.0$12.2
2023Detailed filing. Detailed filing data is available for this year.$158$48.8$109$71.8$42.6$29.2
2022Detailed filing. Detailed filing data is available for this year.$155$82.2$73.2$74.7$68.5$6.17
2021Detailed filing. Detailed filing data is available for this year.$154$70.9$82.6$78.2$62.9$15.3
2020Detailed filing. Detailed filing data is available for this year.$136$60.9$75.2$65.3$46.4$18.9
2019Detailed filing. Detailed filing data is available for this year.$122$60.5$61.5$69.7$52.6$17.2
2018Detailed filing. Detailed filing data is available for this year.$98.6$59.8$38.8$62.5$62.5$0.03
2017Detailed filing. Detailed filing data is available for this year.$87.9$46.5$41.3$70.2$58.1$12.1
2016Detailed filing. Detailed filing data is available for this year.$70.8$42.5$28.3$63.9$46.8$17.1
2015Detailed filing. Detailed filing data is available for this year.$46.7$35.5$11.2$49.2$45.9$3.27
2014Detailed filing. Detailed filing data is available for this year.$35.7$27.5$8.21$42.7$36.9$5.81
2013Detailed filing. Detailed filing data is available for this year.$31.2$28.7$2.57$40.3$37.2$3.14
2012Summary only. Only limited summary data is available for this year.$23.0$23.7$0.68$37.4$36.5$0.87
2011Summary only. Only limited summary data is available for this year.$17.6$19.7$2.08$37.2$29.0$8.16
2010Summary only. Only limited summary data is available for this year.$14.3$19.2$4.90$25.8$27.5$1.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$259,219,687
Mission and Program Overview

Mission

NONE.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$108,950,603$114,549,841▲ $5,599,238
Investments Other Securities$47,488,668$67,620,326▲ $20,131,658
Savings and Temporary Cash Investments$35,742,939$45,036,335▲ $9,293,396
Cash and Non-Interest-Bearing Accounts$29,623,675$30,199,786▲ $576,111
Investments in Publicly Traded Securities$37,776,033$16,862,990▼ $20,913,043
Accounts Receivable$6,820,024$7,370,321▲ $550,297
Prepaid Expenses and Deferred Charges$6,477$5,466▼ $1,011
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$157,773,215$167,194,519▲ $9,421,304
Other Assets Total$315,399$99,295▼ $216,104
Liabilities
Other Liabilities$47,230,899$48,986,134▲ $1,755,235
Accounts Payable and Accrued Expenses$1,591,713$3,658,544▲ $2,066,831
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$48,822,612$52,644,678▲ $3,822,066
Net Assets / Fund Balance
Total Net Assets Fund Balance$108,950,603$114,549,841▲ $5,599,238
Total Liabilities and Net Assets / Fund Balance$157,773,215$167,194,519▲ $9,421,304

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$0--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Doug LungChairman
Javier CasillasChairman
Andrew RogersTrustee
Clinton WoodleyTrustee
Jason ThrockmortonTrustee
Pete SeabergTrustee
Peter HuberTrustee
Tim DanielsTrustee
Victor Castello JrTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Administrative ServicesPlan Administration6800 SANTA TERESA BLVD STE 100, San Jose, CA 95119$808,730
Kraw Law GroupLegal Counsel605 ELLIS ST STE 200, Mountain View, CA 94043$350,796
Blue Cross Life Health InsuranceProvider Admin FeesPO BOX 951254, Cleveland, OH 44193$326,080
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,701,839
Investment Income
$13,477,959
Other Revenue
$0
Change in Net Assets
$12,183,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$86,179,798
Revenue Not Reported on Form 990
$-6,584,148
Total Revenue per Audited Statements
$79,595,650
Total Revenue per Form 990
$86,179,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,554,713
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---$71,441,699
Fees for Services Management---$808,730
Fees for Services Legal---$350,796
Office Expenses---$198,643
Fees for Service Investment Mgmnt Fees---$191,779
Fees for Services Other---$178,913
Fees for Services Accounting---$125,707
Insurance---$60,214
Conferences and Meetings---$39,787
Other Expenses---$24,607
Information Technology---$2,480
Total Functional Expenses$0$0$0$73,996,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$74,050,998
Total Expenses per Audited Statements$74,050,998
Total Expenses per Form 990$73,996,412
Expenses Not Reported on Financial Statements$-54,586
Other Expense Adjustments$-54,586
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$39,807,821
Due to Other Trusts$9,178,313
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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, united administrative services.”

PART VI, SECTION A, LINE 8B:

“There are no committees with the authority to act on behalf of the trustees.”

PART VI, SECTION B, LINE 11B:

“Chair and co-chair review the form 990 prior filing.”

PART VI, SECTION B, LINE 12C:

“The entity monitors and enforces compliance with the conflict of interest policy at the trust fund meetings.”

PART VI, SECTION C, LINE 19:

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the plan. Compensation paid to trustees employed by other related organizations is reported on the 990 filed with the irs by the related organization.”

Filing and Contact Details

Filer

Filer Name
Ibew Local 332 Health Welfare Plan
EIN
94-6401540
In Care Of
% UNITED ADMINISTRATIVE SERVIC
Phone
4082884400
Address
6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119

Signing Officer

Name
Doug Lung
Title
Chairman
Phone
4082884400
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Lung
Formed
1959
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is Subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 538 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm8JASON THROCKMORTON
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
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IRS990/OtherExpensesGrp/Desc2PREFUNDED RETIREE EXPENSES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05466
IRS990/PrincipalOfficerNm0DOUG LUNG
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS - H&W
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2HRA CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111585210
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27053166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054063463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111585210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27053166
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATIONS
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117824855
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt221830578
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt30
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt40
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COLLECTIVE INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3103-12 INVESTMENT ENTITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FUTURES AND DERIVATIVES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is Subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalBookValueSecuritiesAmt067620326
IRS990ScheduleD/TotalExpensesPerForm990Amt073996412
IRS990ScheduleD/TotalLiabilityAmt048986134
IRS990ScheduleD/TotalRevenuePerForm990Amt086179798
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt074050998
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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, UNITED ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAIR AND CO-CHAIR REVIEW THE FORM 990 PRIOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE 990 FILED WITH THE IRS BY THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 3:

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