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U A LOCAL NO 467 HEALTH & WELFARE

EIN 94-6415220 SAN JOSE, CA

Browse the largest nonprofits in California

Revenue 2024
$37,819,582
Expenses 2024
$32,500,226

As filed

Subsection
09
Classification
1000
Street
PO BOX 5057

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

4 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

  • PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Mark Burri

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5
  • Jim Barrett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Gary Saunders

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Eric Tassio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Alex Hall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Ron Bellanti

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Michael Vlaming

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5
  • Ken Westphal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $37,819,582
    Expenses
    $32,500,226
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $39,000,136
    Expenses
    $34,930,153
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $35,568,695
    Expenses
    $26,656,561
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $34,021,536
    Expenses
    $35,239,769
    Assets (EOY)
    $57,950,683
  • 2020 · 990

    Revenue
    $31,092,803
    Expenses
    $30,535,903
    Assets (EOY)
    $55,466,981
  • 2020 · 990

    Revenue
    $31,093,843
    Expenses
    $28,789,169
    Assets (EOY)
    $54,606,445
  • 2019 · 990

    Revenue
    $34,047,497
    Expenses
    $32,284,847
    Assets (EOY)
    $51,270,368
  • 2018 · 990

    Revenue
    $32,254,358
    Expenses
    $31,288,398
    Assets (EOY)
    $44,819,630
  • 2017 · 990

    Revenue
    $26,525,180
    Expenses
    $24,796,969
    Assets (EOY)
    $45,434,178
  • 2016 · 990

    Revenue
    $22,437,235
    Expenses
    $19,118,819
    Assets (EOY)
    $36,797,166
  • 2015 · 990

    Revenue
    $20,644,302
    Expenses
    $19,319,577
    Assets (EOY)
    $31,530,689
  • 2014 · 990

    Revenue
    $19,494,697
    Expenses
    $18,062,298
    Assets (EOY)
    $27,468,713
  • 2013 · 990

    Revenue
    $17,385,636
    Expenses
    $17,368,903
    Assets (EOY)
    $24,604,222

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • UA LOCAL 467 DEFINED CONTRIBUTION PLAN

    401(A) · DC PLAN · CA

  • UA LOCAL 467 DEFINED BENEFIT PLAN

    401(A) · DB PLAN · CA

  • UA LOCAL 467

    501(C)(5) · LABOR UNION · CA

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • SEE SUPPLEMENTAL INFORMATION

Related corporations and trusts on its 2024 return

  • SEE SUPPLEMENTAL INFORMATION

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.