Form 990 for tax year 2022
Filed by U A LOCAL 350 HEALTH & WELFARE & VACATION TRUST FUND.
Totals
- Total revenue
- $13,098,738
- Total expenses
- $14,367,235
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $12,580,480
- Investment income
- $63,491
- Other revenue
- $454,767
- Total assets, end of year
- $6,384,960
- Total liabilities, end of year
- $711,657
- Net assets or fund balances, end of year
- $5,673,303
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $12,533,430 · unrelated business $0 · excluded $0
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $47,050 · unrelated business $0 · excluded $0
-
3 · Investment income
total $63,491 · unrelated business $0 · excluded $63,491
-
11a · Other revenue: REIMBURSMENTS
total $114,000 · related or exempt $114,000 · unrelated business $0 · excluded $0
-
11b · Other revenue: STOP LOSS REIMBURSMENTS
total $340,767 · related or exempt $340,767 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$454,767
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $13,759,352 · program services $0
-
11a · Fees: management
total $390,033 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $68,199 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $35,068 · program services $0 · management and general $0 · fundraising $0
-
11f · Fees: investment management
total $11,560 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $32,000 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $52,798 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $8,659 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $6,226 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: PPO REVEIW SERVICES
total $3,340 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,078,924 · end of year $1,458,989
-
4 · Accounts receivable
beginning of year $1,271,382 · end of year $1,240,830
-
9 · Prepaid expenses and deferred charges
beginning of year $3,910 · end of year $15,363
-
11 · Investments: publicly traded securities
beginning of year $5,265,895 · end of year $3,669,778
-
17 · Accounts payable and accrued expenses
beginning of year $86,097 · end of year $46,540
-
19 · Deferred revenue
beginning of year $2,550 · end of year $4,950
-
25 · Other liabilities
beginning of year $719,060 · end of year $660,167
-
31 · Retained earnings, endowment or other funds
beginning of year $6,812,404 · end of year $5,673,303
Mission and programs · 2022
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.
As filed on the 2022 return.
Listed in Part VII
-
Craig MadoleCRAIG MADOLE
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Chris DorisCHRIS DORIS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Michael W ScolariMICHAEL W SCOLARI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Chuck BeaupreCHUCK BEAUPRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob GardnerBOB GARDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy CanaleRANDY CANALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John MadoleJOHN MADOLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kalani KanekoaKALANI KANEKOA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew MaldonadoANDREW MALDONADO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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.
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.
-
UA LOCAL 350 DEFINED CONTRIBUTION RETIREMENT TRUST FUND
401(a) · TO PROVIDE PENSION BENEFITS · NV
Directly controlled by NA
-
UA LOCAL 350 RETIREE HEALTH & WELFARE PLAN
501 (c) (9) · TO PROVIDE HEALTH BENEFITS · NV
Directly controlled by NA
-
UA LOCAL 350 PLUMBERS & PIPEFITTERS VARIABLE DEFINED BENEFIT PLAN
401(a) · TO PROVIDE PENSION BENEFITS · NV
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421909349301532
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.