Civic Intelligence

U a Local 393 Health & Welfare Trust

EIN 94-6401544 • 501(c)9 • San Jose, CA

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Profile

To provide health & welfare benefits according to collective bargaining agreements in a multiemployer plan.

6293 San Ignacio AveSan Jose, CA 95119

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.45x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

1.35x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$308,482

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

43rd percentile

5.6%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-5.8%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$212,723,512

Up $11,202,903 (+5.6%) from 2023

Liabilities

Up

$96,065,393

Up $6,469,963 (+7.2%) from 2023

Net Assets

Up

$116,658,119

Up $4,732,940 (+4.2%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin38th percentile

Revenue

Down

$71,230,514

Down $4,425,811 (-5.8%) from 2023

Expenses

Up

$70,664,992

Up $9,632,047 (+16%) from 2023

Net Income

Down

$565,522

Down $14,057,858 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$300M$200M$100M$0Assets 2010: $54,640,216Liabilities 2010: $30,312,868Net Assets 2010: $24,327,3482010Assets 2011: $54,349,913Liabilities 2011: $29,660,324Net Assets 2011: $24,689,5892011Assets 2012: $66,479,441Liabilities 2012: $33,057,798Net Assets 2012: $33,421,6432012Assets 2013: $78,816,383Liabilities 2013: $34,482,651Net Assets 2013: $44,333,7322013Assets 2014: $87,085,320Liabilities 2014: $38,683,035Net Assets 2014: $48,402,2852014Assets 2015: $96,712,733Liabilities 2015: $44,674,386Net Assets 2015: $52,038,3472015Assets 2016: $115,025,939Liabilities 2016: $49,630,718Net Assets 2016: $65,395,2212016Assets 2017: $128,032,078Liabilities 2017: $55,588,524Net Assets 2017: $72,443,5542017Assets 2018: $135,689,132Liabilities 2018: $60,514,878Net Assets 2018: $75,174,2542018Assets 2019: $160,843,087Liabilities 2019: $70,580,795Net Assets 2019: $90,262,2922019Assets 2020: $176,765,580Liabilities 2020: $75,056,071Net Assets 2020: $101,709,5092020Assets 2021: $194,792,933Liabilities 2021: $77,297,841Net Assets 2021: $117,495,0922021Assets 2022: $177,958,675Liabilities 2022: $85,990,603Net Assets 2022: $91,968,0722022Assets 2023: $201,520,609Liabilities 2023: $89,595,430Net Assets 2023: $111,925,1792023Assets 2024: $212,723,512Liabilities 2024: $96,065,393Net Assets 2024: $116,658,1192024

Highlighted filing

2024

Assets$212,723,512
Liabilities$96,065,393
Net Assets$116,658,119
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $34,534,4632010Expenses 2011: $33,942,6232011Expenses 2012: $35,392,8062012Revenue 2013: $46,128,071Expenses 2013: $38,293,513Net Income 2013: $7,834,5582013Revenue 2014: $47,011,878Expenses 2014: $43,516,330Net Income 2014: $3,495,5482014Revenue 2015: $57,512,529Expenses 2015: $50,486,672Net Income 2015: $7,025,8572015Revenue 2016: $61,110,396Expenses 2016: $49,680,062Net Income 2016: $11,430,3342016Revenue 2017: $61,051,676Expenses 2017: $57,345,406Net Income 2017: $3,706,2702017Revenue 2018: $66,189,251Expenses 2018: $56,291,214Net Income 2018: $9,898,0372018Revenue 2019: $75,998,955Expenses 2019: $67,016,958Net Income 2019: $8,981,9972019Revenue 2020: $62,273,788Expenses 2020: $62,339,171Net Income 2020: -$65,3832020Revenue 2021: $72,961,531Expenses 2021: $60,311,111Net Income 2021: $12,650,4202021Revenue 2022: $69,622,779Expenses 2022: $68,253,864Net Income 2022: $1,368,9152022Revenue 2023: $75,656,325Expenses 2023: $61,032,945Net Income 2023: $14,623,3802023Revenue 2024: $71,230,514Expenses 2024: $70,664,992Net Income 2024: $565,5222024

Highlighted filing

2024

Revenue$71,230,514
Expenses$70,664,992
Net Income$565,522
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,723,512
Liabilities
$96,065,393
Net assets
$116,658,119
Revenue
$71,230,514
Expenses
$70,664,992
Net income
$565,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$213$96.1$117$71.2$70.7$0.57
2023Detailed filing. Detailed filing data is available for this year.$202$89.6$112$75.7$61.0$14.6
2022Detailed filing. Detailed filing data is available for this year.$178$86.0$92.0$69.6$68.3$1.37
2021Detailed filing. Detailed filing data is available for this year.$195$77.3$117$73.0$60.3$12.7
2020Detailed filing. Detailed filing data is available for this year.$177$75.1$102$62.3$62.3$0.07
2019Detailed filing. Detailed filing data is available for this year.$161$70.6$90.3$76.0$67.0$8.98
2018Detailed filing. Detailed filing data is available for this year.$136$60.5$75.2$66.2$56.3$9.90
2017Detailed filing. Detailed filing data is available for this year.$128$55.6$72.4$61.1$57.3$3.71
2016Detailed filing. Detailed filing data is available for this year.$115$49.6$65.4$61.1$49.7$11.4
2015Detailed filing. Detailed filing data is available for this year.$96.7$44.7$52.0$57.5$50.5$7.03
2014Detailed filing. Detailed filing data is available for this year.$87.1$38.7$48.4$47.0$43.5$3.50
2013Detailed filing. Detailed filing data is available for this year.$78.8$34.5$44.3$46.1$38.3$7.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.5$33.1$33.4$35.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.3$29.7$24.7$33.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.6$30.3$24.3$34.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$104,634,215
Mission and Program Overview

Mission

To provide health & welfare benefits according to collective bargaining agreements.

To provide eligible participants and their dependents with health & welfare benefits in a multiemployer plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$171,916,916$187,206,092▲ $15,289,176
Rtn Earn Endowment Incm Other Fnds$111,925,179$116,658,119▲ $4,732,940
Cash and Non-Interest-Bearing Accounts$14,970,573$12,282,600▼ $2,687,973
Accounts Receivable$6,153,528$6,069,379▼ $84,149
Savings and Temporary Cash Investments$7,324,315$5,757,846▼ $1,566,469
Prepaid Expenses and Deferred Charges$213$213→ $0
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 Other Securities$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$201,520,609$212,723,512▲ $11,202,903
Other Assets Total$1,155,064$1,407,382▲ $252,318
Liabilities
Other Liabilities$88,962,016$95,315,443▲ $6,353,427
Accounts Payable and Accrued Expenses$633,414$749,950▲ $116,536
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$89,595,430$96,065,393▲ $6,469,963
Net Assets / Fund Balance
Total Net Assets Fund Balance$111,925,179$116,658,119▲ $4,732,940
Total Liabilities and Net Assets / Fund Balance$201,520,609$212,723,512▲ $11,202,903
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne H NeedhamPlan DirectorFT$222,132$86,350$308,482
Karl BaumheckelTrusteePT$11,207-$11,207
Edward NicholsTrusteePT$7,435-$7,435
Susan NicholTrustee - Eff. 10/2024PT$2,860-$2,860
Eric MussynskiChairPT$2,408-$2,408
Frank AustinTrustee - Eff. 05/2024PT$2,110-$2,110
Gregory GonzalesTrusteePT$1,132-$1,132

Board Members and Trustees

NameTitle
Alex HallCo-chair
Greg ConnTrustee
James LowderTrustee
Michael J VlamingTrustee
Wayd LapearleTrustee
Gary GlennTrustee - Term. 03/2024
See Schedule O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCAdmin Services700 TOWER DRIVE SUITE 300, Troy, MI 48098$798,324
Delta DentalAdmin Services560 Mission St Ste 1300, San Francisco, CA 94105$289,446
Anthem Blue CrossAdmin ServicesPO Box 60007, Los Angeles, CA 95670$188,654
Columbia ManagementInvestment FeesNW 7702 PO BOX 1450, Minneapolis, NM 55485$184,545
Nwq InvestmentsInvestment Fees2029 Century Park East 16th Floor, Los Angeles, CA 90067$177,993
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,860,790
Investment Income
$6,340,638
Other Revenue
$29,086
Change in Net Assets
$565,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,837,962
Revenue Not Reported on Financial Statements
$392,552
Revenue Not Reported on Form 990
$4,167,418
Total Revenue per Audited Statements
$75,005,380
Total Revenue per Form 990
$71,230,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,655,486
Salaries, Compensation, and Employee Benefits$150,136
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$67,859,370
Fees for Services Other---$1,113,351
Fees for Services Management---$746,325
Fees for Service Investment Mgmnt Fees---$392,552
Fees for Services Accounting---$161,629
Fees for Services Legal---$108,497
Other Salaries and Wages---$94,473
Office Expenses---$68,093
Conferences and Meetings---$31,444
Current Officers, Directors, Trustees, and Key Employees---$27,152
Other Employee Benefits---$22,030
Insurance---$20,680
Payroll Taxes---$6,481
Other Expenses---$14
Total Functional Expenses$0$0$0$70,664,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$70,664,992
Expenses per Audited Statements$64,488,808
Total Expenses per Audited Statements$64,488,808
Expenses Not Reported on Financial Statements$6,176,184
Other Expense Adjustments$5,783,632
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
Participant Reserve Account$59,749,937
Bank of Hours Liability$22,856,800
Claims Payable and Ibnr$6,629,796
Insurance Premiums Payable$5,072,368
Due to Other Funds$1,006,542
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

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 form 990 was reviewed and approved by the chairperson of the board prior to filing.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The conflict of interest policy is reviewed with the 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.”

Filing and Contact Details

Filer

Filer Name
U a Local 393 Health & Welfare Trust
EIN
94-6401544
In Care Of
% BENESYS ADMINISTRATORS
Phone
4085883770
Address
6293 SAN IGNACIO AVE, SAN JOSE, CA 95119

Signing Officer

Name
Eric Mussynski
Title
Chair
Phone
4084368210
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Mussynski
Formed
1952
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
4
Volunteers
11

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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, 2024, and 2023 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”

Raw XML AppendixShowing 400 of 598 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
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IRS990/AccountsReceivableGrp/EOYAmt06069379
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IRS990/ActivityOrMissionDesc0TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH & WELFARE BENEFITS IN A MULTIEMPLOYER PLAN.
IRS990/AdvertisingGrp/TotalAmt00
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