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← U A LOCAL 350 HEALTH & WELFARE & VACATION TRUST FUND

Form 990 for tax year 2023

Filed by U A LOCAL 350 HEALTH & WELFARE & VACATION TRUST FUND.

Totals

Total revenue
$15,147,345
Total expenses
$15,740,489
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,018,580
Investment income
$192,537
Other revenue
$936,228
Total assets, end of year
$6,214,205
Total liabilities, end of year
$959,396
Net assets or fund balances, end of year
$5,254,809
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 $13,953,480 · related or exempt $13,953,480

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $65,100 · related or exempt $65,100

  • 3 · Investment income

    total $149,622 · excluded $149,622

  • 7a · Gross sales of assets other than inventory

    securities $4,117,602

  • 7b · Less cost or other basis and sales expenses

    securities $4,074,687

  • 7c · Gain or loss

    securities $42,915

  • 7d · Net gain or loss

    total $42,915 · excluded $42,915

  • 11a · Other revenue: STOP LOSS REIMBURSEMENTS

    total $681,978 · related or exempt $681,978

  • 11b · Other revenue: REIMBURSEMENTS

    total $254,250 · related or exempt $254,250

  • 11e · Other revenue, total

    $936,228

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $15,100,454

  • 11a · Fees: management

    total $430,661

  • 11b · Fees: legal

    total $26,509

  • 11c · Fees: accounting

    total $42,848

  • 11f · Fees: investment management

    total $8,194

  • 11g · Fees: other

    total $36,800

  • 13 · Office expenses

    total $42,502

  • 19 · Conferences, conventions and meetings

    total $28,758

  • 23 · Insurance

    total $6,644

  • 24a · Other expenses: PPO NETWORK

    total $13,021

  • 24b · Other expenses: PPO REVIEW SERVICES

    total $4,098

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,458,989 · end of year $1,023,814

  • 4 · Accounts receivable

    beginning of year $1,240,830 · end of year $2,106,926

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,363 · end of year $13,598

  • 11 · Investments: publicly traded securities

    beginning of year $3,669,778 · end of year $3,069,867

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,540 · end of year $111,691

  • 19 · Deferred revenue

    beginning of year $4,950 · end of year $6,750

  • 25 · Other liabilities

    beginning of year $660,167 · end of year $840,955

  • 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 $5,673,303 · end of year $5,254,809

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Craig Madole

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kalani Kanekoa

    CHAIRMAN

    Total calculated
    $224,297
    From this org
    $0
    From related orgs
    $224,297
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,560 related
    Bonus
    $0
    Other
    $0 + $76,737 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $224,297 related

  • Michael W Scolari

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Chuck Beaupre

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Bob Gardner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • John Madole

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cameron Chamberlain

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andrew 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. 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202501969349302840

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