Form 990 for tax year 2024
Filed by U A LOCAL 350 HEALTH & WELFARE & VACATION TRUST FUND.
Totals
- Total revenue
- $21,243,696
- Total expenses
- $19,052,928
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $19,630,401
- Investment income
- $286,909
- Other revenue
- $1,326,386
- Total assets, end of year
- $10,138,390
- Total liabilities, end of year
- $2,639,419
- Net assets or fund balances, end of year
- $7,498,971
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $19,052,928
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $19,569,651 · related or exempt $19,569,651
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $60,750 · related or exempt $60,750
-
3 · Investment income
total $220,433 · excluded $220,433
-
7a · Gross sales of assets other than inventory
securities $1,480,920
-
7b · Less cost or other basis and sales expenses
securities $1,414,444
-
7c · Gain or loss
securities $66,476
-
7d · Net gain or loss
total $66,476 · excluded $66,476
-
11a · Other revenue: STOP LOSS REIMBURSEMENTS
total $1,059,386 · related or exempt $1,059,386
-
11b · Other revenue: REIMBURSEMENTS
total $267,000 · related or exempt $267,000
-
11e · Other revenue, total
$1,326,386
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $18,252,126
-
11a · Fees: management
total $542,445
-
11b · Fees: legal
total $44,244
-
11c · Fees: accounting
total $41,638
-
11f · Fees: investment management
total $13,358
-
11g · Fees: other
total $34,400
-
13 · Office expenses
total $70,366
-
19 · Conferences, conventions and meetings
total $20,720
-
23 · Insurance
total $6,370
-
24a · Other expenses: NETWORK ACCESS FEES
total $16,000
-
24b · Other expenses: PPO NETWORK
total $7,259
-
24c · Other expenses: PPO REVIEW SERVICES
total $4,002
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,023,814 · end of year $2,051,277
-
4 · Accounts receivable
beginning of year $2,106,926 · end of year $4,247,235
-
9 · Prepaid expenses and deferred charges
beginning of year $13,598 · end of year $11,519
-
11 · Investments: publicly traded securities
beginning of year $3,069,867 · end of year $3,828,359
-
17 · Accounts payable and accrued expenses
beginning of year $111,691 · end of year $1,012,626
-
19 · Deferred revenue
beginning of year $6,750 · end of year $4,350
-
25 · Other liabilities
beginning of year $840,955 · end of year $1,622,443
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $5,254,809 · end of year $7,498,971
Mission and programs · 2024
Mission
TO PROVIDE HEALTH, WELFARE AND VACATION BENEFITS FOR THE PLAN'S ELIGIBLE PARTICIPANTS.
-
PROVIDE MEDICAL, PRESCRIPTION DRUGS, DISABILITY, DENTAL, VISION, AND VACATION BENEFITS, PAY FOR MEDICAL STOP LOSS, LIFE AND AD&D INSURANCE PREMIUMS FOR ELIGIBLE PARTICIPANTS.
Expenses $19,052,928 · Revenue $20,956,787
As filed on the 2024 return.
Listed in Part VII
-
Craig MadoleCRAIG MADOLE
CO-CHAIRMAN
- Total calculated
- $301,396
- From this org
- $0
- From related orgs
- $301,396
- Other
- $0
- Hours/week
- 1 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $259,400 related
- Bonus
- $0
- Other
- $0 + $41,996 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $301,396 related
-
Kalani KanekoaKALANI KANEKOA
CHAIRMAN
- Total calculated
- $168,579
- From this org
- $0
- From related orgs
- $168,579
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $168,579 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $168,579 related
-
Michael W ScolariMICHAEL W SCOLARI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Chuck BeaupreCHUCK BEAUPRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob GardnerBOB GARDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
John MadoleJOHN MADOLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cameron ChamberlainCAMERON CHAMBERLAIN
TRUSTEE
- Total calculated
- $166,239
- From this org
- $0
- From related orgs
- $166,239
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $166,239 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $166,239 related
-
Andrew MaldonadoANDREW MALDONADO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Billie GregoryBILLIE GREGORY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carlos GutierrezCARLOS GUTIERREZ
ALTERNATE TRUSTEE
- Total calculated
- $157,753
- From this org
- $0
- From related orgs
- $157,753
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $157,753 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $157,753 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ASSOCIATED GENERAL CONTRACTORS OF AMERICA INC NEVADA CHAPTER
501(C)(6) · TO ESTABLISH AND MAINTAIN HIGH PROFESSIONAL STANDARDS AMONG CONTRACTORS.
-
UNITED ASSOCIATE OF JOURNEYMAN & APPRT OF PLUMBERS & STEAMFITTERS LOCAL 350
501(C)(5) · UNITE MEMBERS FOR PROMOTION & BETTERMENT OF THE PROFESSION
-
UA LOCAL 350 RETIREE HEALTH AND WELFARE PLAN
501(C)(9) · TO PROVIDE RETIREE HEALTH AND WELFARE BENEFITS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611969349302011
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