- Revenue 2024
- $30,325,576
- Expenses 2024
- $33,914,435
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- PO BOX 191030
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
1 other organization in the IRS Business Master File lists 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
SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE, & DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS.
Activities or mission (Part I)
FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE, & DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS.
-
SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE, & DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS.
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.
-
Todd SchiavoTODD SCHIAVO
LABOR TRUSTEE
- Total calculated
- $277,106
- From this org
- $0
- From related orgs
- $213,223
- Other
- $63,883
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $213,223 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,574 related
- Nontaxable benefits
- $0 + $29,309 related
- Filer's total
- $0 + $277,106 related
-
Andrew DavieANDREW DAVIE
LABOR TRUSTEE
- Total calculated
- $254,472
- From this org
- $0
- From related orgs
- $190,589
- Other
- $63,883
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $190,589 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,574 related
- Nontaxable benefits
- $0 + $29,309 related
- Filer's total
- $0 + $254,472 related
-
Zak NoonanZAK NOONAN
LABOR TRUSTEE
- Total calculated
- $250,352
- From this org
- $0
- From related orgs
- $186,469
- Other
- $63,883
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $186,469 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,574 related
- Nontaxable benefits
- $0 + $29,309 related
- Filer's total
- $0 + $250,352 related
-
Thomas AtenTHOMAS ATEN
LABOR TRUSTEE
- Total calculated
- $247,031
- From this org
- $0
- From related orgs
- $183,148
- Other
- $63,883
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $183,148 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,574 related
- Nontaxable benefits
- $0 + $29,309 related
- Filer's total
- $0 + $247,031 related
-
Chris McDanielCHRIS MCDANIEL
FUND ADMINISTRATOR
- Total calculated
- $213,802
- From this org
- $153,066
- From related orgs
- $0
- Other
- $60,736
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $153,066
- Bonus
- $0
- Other
- $0
- Deferred
- $34,684
- Nontaxable benefits
- $26,052
- Filer's total
- $213,802
-
Richard BertacchiRICHARD BERTACCHI
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Harry RotzHARRY ROTZ
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Rod BarbourROD BARBOUR
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Larry Cook - Until 22025LARRY COOK - UNTIL 22025
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Richard ChowdryRICHARD CHOWDRY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Claire DonnenwirthCLAIRE DONNENWIRTH
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Phil SmythPHIL SMYTH
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Andrew BoothANDREW BOOTH
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Alex HallALEX HALL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Cory BangsCORY BANGS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Michael PottsMICHAEL POTTS
MANAGEMENT TRUSTEES
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mike Stirling - Until 32025MIKE STIRLING - UNTIL 32025
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $30,325,576
- Expenses
- $33,914,435
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $25,618,060
- Expenses
- $27,942,573
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $24,335,357
- Expenses
- $25,637,593
- 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
- $24,573,252
- Expenses
- $23,608,309
- Assets (EOY)
- $27,674,576
-
2020 · 990
- Revenue
- $21,768,768
- Expenses
- $23,687,532
- Assets (EOY)
- $29,678,818
-
2019 · 990
- Revenue
- $23,971,247
- Expenses
- $21,709,232
- Assets (EOY)
- $27,757,781
-
2018 · 990
- Revenue
- $20,990,676
- Expenses
- $18,783,579
- Assets (EOY)
- $24,560,480
-
2017 · 990
- Revenue
- $19,916,953
- Expenses
- $18,091,499
- Assets (EOY)
- $21,153,215
-
2016 · 990
- Revenue
- $16,588,060
- Expenses
- $13,966,241
- Assets (EOY)
- $18,240,644
-
2015 · 990
- Revenue
- $15,636,881
- Expenses
- $13,698,072
- Assets (EOY)
- $15,373,337
-
2014 · 990
- Revenue
- $13,587,107
- Expenses
- $11,775,355
- Assets (EOY)
- $11,845,450
-
2013 · 990
- Revenue
- $13,787,195
- Expenses
- $12,021,837
- Assets (EOY)
- $10,412,858
-
2012 · 990
- Revenue
- not reported
- Expenses
- $12,123,244
- Assets (EOY)
- $8,319,725
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 NO 447 PENSION FUND
401(A) · PENSION PLAN · CA
-
UA LOCAL NO 447 DC PLAN & TRUST
401(K) · DC PLAN · CA
-
UA LOCAL NO447 PLUMBERS & PIPEFITTERS
501(C)(5) · LABOR ORG · CA
-
501(C)(5) · TRAINING ORG · CA
-
501(C)(6) · TRADE ASSOC. · CA
-
UA LOCAL NO 447 VACATION BENEFIT PLAN
501(C)(9) · VAC. PLAN · CA
-
CA STATE BLDG & CONST TRADES
N/A · IND. PROMO · CA
-
501(C)(5) · IND. PROMO · CA
Declared as related by
-
VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN
On its 2023 return
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.
Disregarded entities on its 2024 return
-
HEALTH AND WELFARE JOINT ADMIN FUND
ADMIN FUND · CA · assets $0
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.