Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Assets
Down$10,504,259
Down $170,587 (-1.6%) from 2019
Net Assets
Down$7,611,829
Down $49,193 (-0.6%) from 2019
Liabilities
Down$2,892,430
Down $121,394 (-4.0%) from 2019
Revenue
Down$7,683,738
Down $1,019,255 (-12%) from 2019
Expenses
Down$7,608,654
Down $469,664 (-5.8%) from 2019
Net Income
Down$75,084
Down $549,591 (-88%) from 2019
To provide health and welfare benefits to eligible active and retired employees and their dependents.
To provide health and welfare benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $7,661,022 | $7,611,829 | ▼ $49,193 |
| Investments in Publicly Traded Securities | $7,377,033 | $7,568,456 | ▲ $191,423 |
| Savings and Temporary Cash Investments | $1,573,665 | $1,500,205 | ▼ $73,460 |
| Cash and Non-Interest-Bearing Accounts | $959,148 | $728,098 | ▼ $231,050 |
| Accounts Receivable | $765,000 | $707,500 | ▼ $57,500 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $10,674,846 | $10,504,259 | ▼ $170,587 |
| Liabilities | |||
| Other Liabilities | $2,968,000 | $2,868,000 | ▼ $100,000 |
| Accounts Payable and Accrued Expenses | $45,824 | $24,430 | ▼ $21,394 |
| Total Liabilities | $3,013,824 | $2,892,430 | ▼ $121,394 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $7,661,022 | $7,611,829 | ▼ $49,193 |
| Total Liabilities and Net Assets / Fund Balance | $10,674,846 | $10,504,259 | ▼ $170,587 |
| Name | Title | Other | Total |
|---|---|---|---|
| See Schedule O for Compensation | Paid by Related Organizations | $1 | $1 |
| Name | Title |
|---|---|
| Alex Hall | Trustee |
| Bill Cawley Iii | Trustee |
| Michael Lescure | Trustee |
| Nick Goodwin | Trustee |
| Robert Sewell | Trustee |
| Tom Lawson | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Health Services & Benefit Administrators | Contract Administrator | 4160 DUBLIN BLVD SUITE 400, Dublin, CA 94568 | $135,241 |
| Line Item | Amount |
|---|---|
| Other Expenses | $418,540 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $7,190,114 |
| Fees for Services Other | - | - | - | $176,404 |
| Fees for Services Management | - | - | - | $123,600 |
| Fees for Services Accounting | - | - | - | $46,757 |
| Fees for Services Legal | - | - | - | $32,907 |
| Office Expenses | - | - | - | $25,001 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $8,000 |
| Other Expenses | - | - | - | $2,536 |
| Insurance | - | - | - | $2,481 |
| Conferences and Meetings | - | - | - | $854 |
| Total Functional Expenses | $0 | $0 | $0 | $7,608,654 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,700,654 |
| Total Expenses per Audited Statements | $7,700,654 |
| Total Expenses per Form 990 | $7,608,654 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-92,000 |
| Other Expense Adjustments | $-100,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Accumulated Eligibility Credits | $2,780,000 |
| Claims Payable and Incurred But Not Reported | $80,000 |
| Premiums Payable | $8,000 |
“The governing body has delegated management duties to a third-party administrator.”
“The organization does not have a committee with authority to act on behalf of the governing body.”
“The form 990 was provided to each of the trustees for review prior to filing.”
“The organization does not compensate trustees.”
“The organization makes its financial statements and governing documents available to the public upon request.”
“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 tax-exempt organizations. If you would like additional information, please contact the adminstrator.”
“The board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”
“The plan's administrator has analyzed the tax positions taken by the plan and has concluded that, as of june 30, 2020, 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 2017.”
“Change in benefit obligations”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 45824 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 24430 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 765000 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 707500 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 7190114 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES & BENEFIT ADMINISTRATORS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9254544300 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD SUITE 400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DUBLIN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94568 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 959148 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 728098 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 854 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 135241 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD SUITE 400 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | DUBLIN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 94568 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HEALTH SERVICES & BENEFIT ADMINISTRATORS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONTRACT ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 7190114 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 316045 |
| IRS990/CYOtherExpensesAmt | 0 | 418540 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7367693 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 75084 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 7608654 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7683738 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 82 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 46757 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 32907 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 123600 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 176404 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 8000 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | TOM LAWSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | NICK GOODWIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT SEWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BILL CAWLEY III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ALEX HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MICHAEL LESCURE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SEE SCHEDULE O FOR COMPENSATION |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 1 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | PAID BY RELATED ORGANIZATIONS |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 7683738 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2481 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 316045 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 316045 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 7377033 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7568456 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7661022 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7611829 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -124277 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 25001 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2536 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 2968000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2868000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | TOM LAWSON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6990394 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 377299 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6990394 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 377299 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 7663401 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 294820 |
| IRS990/PYOtherExpensesAmt | 0 | 414917 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8408173 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 624675 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 8078318 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 8702993 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 75084 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 7661022 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 7611829 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1573665 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1500205 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -92000 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7700654 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 8000 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 8000 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -124277 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -100000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2780000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 80000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 8000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | ACCUMULATED ELIGIBILITY CREDITS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | PREMIUMS PAYABLE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -124277 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 8000 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 7675738 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2020, 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 2017. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN BENEFIT OBLIGATIONS |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7608654 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2868000 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 7683738 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 7551461 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7700654 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE GOVERNING BODY HAS DELEGATED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FORM 990 WAS PROVIDED TO EACH OF THE TRUSTEES FOR REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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 TAX-EXEMPT ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE ADMINSTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990 PART VII, SECTION A LINE 1A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C: |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | UA LOCAL 159 PENSION TRUST FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | UA LOCAL 159 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 942859426 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 940944925 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501 (C)(5) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO PROVIDE RETIREMENT AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | TO REPRESENT UNION MEMBERS, SPONSORING ORGANIZATION OF THE FILING ENTITY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | N/A |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 1308 ROMAN WAY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | DUBLIN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | MARTINEZ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 94568 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 94553 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2020, THERE ARE APPROXIMATELY 59 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. ACCO ENGINEERED SYSTEM AIR SYSTEMS SERVICE AND CONTRU AIRCO MECHANICAL, INC. ALL TEMPERATURE SERVICE ATS BAY CITY MECHANICAL BAY CITY MECHANICAL SERVICE, L BECKER ELECTRIC, INC BELL PRODUCTS, INC. BENICIA PLUMBING BERKELEY PLUMBING CAL PACIFIC PLUMBING SYSTEMS CARRIER COMMERCIAL SERVICES CENTRAL LABOR COUNCIL CHAMPIONS PLUMBING CHM MECHANICAL DEHARO MECHANICAL INC DINELLI PLUMBING INCORPORATED DOWDLE & SONS, ANDREW ESTES COMMERCIAL REFRIGERATION F.W. SPENCER FRANK M. BOOTH, INC. HARRIS BAY AREA LLC INDOOR ENVIRONMENTAL SERVICES INTECH MECHANICAL COMPANY J.R.PIERCE PLUMBING CO. J.W MCCLENAHAN CO. K.S. KRUSE PLUMBING KIEWIT INFRASTRUCTURE WEST COM KINETIC MECHANICAL L.J. KRUSE CO. LESCURE CO., INC. MARELICH MECHANICAL MARTINEZ SHEET METAL MATRIX HG, INC. MESA ENERGY SYSTEMS, INC. MONARCH MECHANICAL MONTEREY MECHANICAL MURRAY COMPANY N.V. HEATHORN NORTHERN CALIFORNIA PIPE OCEAN PARK MECHANICAL INC P.M.I.-PERFORMANCE MECH., INC. PACIFIC RIM PLUMBING INC PENNINGTON PLUMBING PETERSON MECHANICAL INC. PROJECT BUILT INC R E MILANO RG PLUMBING GROUP INC RIGNEY PLUMBING ROUNTREE PLUMBING SEATTLE AREA PLUMBING SOUTHLAND INDUSTRIES TYRRELL PLUMBING AND MECH,INC U A LOCAL NO 159 U A LOCAL NO 159 JATC UNITED MECHANICAL, INC W.L. HICKEY SONS, INC WESTATES MECH CONTR, INC WESTERN ALLIED CORP. |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 99500 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | REIMBURSEMENT OF DIRECT EXPENSES |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | UA LOCAL 159 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | P |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 10674846 |
| IRS990/TotalAssetsEOYAmt | 0 | 10504259 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10674846 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 10504259 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 82 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7608654 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 3013824 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2892430 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 3013824 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2892430 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7661022 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 7611829 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 7367693 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 316045 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7367693 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 7683738 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10674846 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 10504259 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 1 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD NO 400 |
| IRS990/USAddress/CityNm | 0 | DUBLIN |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94568 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TOM LAWSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9258337300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-04-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UA LOCAL NO 159 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH AND WELFARE TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UALO |
| ReturnHeader/Filer/EIN | 0 | 946430804 |
| ReturnHeader/Filer/PhoneNum | 0 | 9258337300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4160 DUBLIN BLVD NO 400 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DUBLIN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94568 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522385296 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5000 EXECUTIVE PARKWAY SUITE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAMON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 945834210 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9252779100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEBBIE R DIMERY |
| ReturnHeader/ReturnTs | 0 | 2021-04-13T08:47:28-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.