Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
170 GREAT OAKS BLVD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN JOSE, CA95119
D Employer identification number

94-6415220
E Telephone number

G Gross receipts $ 17,385,636
F Name and address of principal officer:
JUDY SARGENT
170 GREAT OAKS BLVD
SAN JOSE,CA95119
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1952
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE PART III LINE 4A
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 17,225,269 17,117,836
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,019,011 181,922
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 99,339 85,878
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 19,343,619 17,385,636
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 15,796,697 16,569,290
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 777,978 799,613
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,574,675 17,368,903
19 Revenue less expenses. Subtract line 18 from line 12....... 2,768,944 16,733
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 21,218,076 24,604,222
21 Total liabilities (Part X, line 26)............. 7,563,974 8,761,286
22 Net assets or fund balances. Subtract line 21 from line 20..... 13,654,102 15,842,936
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: NONE
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS ACCORDING TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
640
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
9
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
9
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletUNITED ADMINISTRATIVE SERVICES170 GREAT OAKS BLVDSAN JOSECA95119 (408) 288-4400
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHAEL VLAMING........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(2) DANIEL LARATT........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(3) SCOTT STRAWBRIDGE........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(4) GARY SAUNDERS........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(5) MARK BURRI........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(6) MICHAEL SWANSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(7) BILL WHITNEY........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(8) CHRIS COLLINS........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(9) KEN WESTPHAL........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
















Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
UNITED ADMINISTRATIVE SERVICES170 GREAT OAKS BLVDSAN JOSECA95119 ADMINISTRATOR 228,727
DELTA DENTAL100 FIRST STREETSAN FRANCISCOCA94105 CLAIMS ADMINISTRATION 114,113
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a EMPLOYER CONTRIBUTIONS 900099 17,117,836 17,117,836    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 17,117,836
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 181,922     181,922
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MEDICARE D SUBSIDY 900099 56,206 56,206    
b SECURITY INCOME ACCOUNT 900099 29,672 29,672    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 85,878
12 Total revenue. See Instructions......MediumBullet 17,385,636 17,203,714 0 181,922
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members 16,569,290  
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 305,465      
b Legal ......... 31,625      
c Accounting ........... 42,233      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 25,512      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 4,277      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance .............. 10,837      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DELTA DENTAL ADMINISTRA 114,113      
b ADMINISTRATION FEES 99,047      
c CONSULTANT 75,000      
d MEDICAL CONSULTANTS 37,131      
e All other expenses 54,373      
25 Total functional expenses. Add lines 1 through 24e 17,368,903      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,117,634 1 4,082,443
2 Savings and temporary cash investments ......... 2,144,415 2 1,980,163
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 1,520,594 4 1,449,935
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 4,321 9 4,164
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation ..... 10b     10c  
11 Investments—publicly traded securities .......... 13,718,321 11 16,044,675
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 712,791 15 1,042,842
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 21,218,076 16 24,604,222
Liabilities 17 Accounts payable and accrued expenses ......... 188,320 17 314,884
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 7,375,654 25 8,446,402
26 Total liabilities. Add lines 17 through 25......... 7,563,974 26 8,761,286
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 13,654,102 32 15,842,936
33 Total net assets or fund balances ........... 13,654,102 33 15,842,936
34 Total liabilities and net assets/fund balances ........ 21,218,076 34 24,604,222
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
17,385,636
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
17,368,903
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
16,733
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
13,654,102
5
Net unrealized gains (losses) on investments ...............
5
2,172,101
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
15,842,936
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND
 
Employer identification number

94-6415220
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
SELF-FUNDED BENEFIT CLAIMS PAYABLE 2,414,654
GROUP INSURANCE PREMIUMS PAYABLE 1,546,396
BANK OF HOURS LIABILITY 2,123,000
CLAIMS INCURRED BUT NOT REPORTED 1,248,000
LOAN PAYABLE 100,000
SUPPLEMENTAL EXTENDED RESERVE LIABILITY 1,014,352



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,446,402
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 19,557,737
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,172,101
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 2,172,101
3 Subtract line 2e from line 1..................... 3 17,385,636
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 17,385,636
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 17,368,903
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 17,368,903
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 17,368,903
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND
 
Employer identification number

94-6415220
Return Reference Explanation
FORM 990, PART IV, LINE 34 THE TRUST FUND HAS A SPECIFIC PROCEDURE IN PLACE FOR THIS NEW DISCLOSURE REQUIREMENT ON THE SCHEDULE R. THE ADMINISTRATOR HAS SENT OUT A QUESTIONNAIRE TO OBTAIN THE REQUIRED INFORMATION FROM THE CONTRIBUTING EMPLOYERS. THE ENCLOSED INFORMATION REPRESENTS WHAT THE TRUST FUND HAS RECEIVED TO DATE.
FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 11 THE CHAIR AND CO-CHAIR REVIEW THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DOCUMENTATION IS SENT TO TRUSTEES AND PLAN PROFESSIONALS TO SEND WRITTEN DECLARATION OF POLICY COMPLIANCE.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
FORM 990, ITEM B THE NUMBER OF 1099'S USED FOR THE DECEMBER 31, 2013 YEAR ENDED FINANCIAL STATEMENTS WAS NOT ACCURATE. THE CORRECT NUMBER IS 640 FORM 1099'S ISSUED FOR THE DECEMBER 31, 2013 YEAR END. THE FORM 990 HAS BEEN UPDATED TO REFLECT THIS CHANGE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
U A LOCAL NO 467 HEALTH & WELFARE TRUST FUND
 
Employer identification number

94-6415220
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) UA LOCAL 467 VACATION TRUST FUND

1120 SOUTH BASCOM AVENUE

SAN JOSE,CA95218
77-6018224 		TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS CA 501(C)(9)   N/A
 
No
(2) UA LOCAL 467 ANNUITY TRUST FUND

1120 SOUTH BASCOM AVENUE

SAN JOSE,CA95218
77-6007903 		TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS CA 401A   N/A
 
No
(3) UA LOCAL 467 PENSION TRUST FUND

1120 SOUTH BASCOM AVENUE

SAN JOSE,CA95218
94-2353807 		TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS CA 401A   N/A
 
No
(4) PIPE TRADES APPRENTICE & JOURNEYMAN TRUST FUND

1519 ROLLINS ROAD

BURLINGAME,CA94010
94-1201260 		TRAINING SCHOOL FOR APRRENTICESHIP AND JOURNEYMAN PLUMBERS & HVAC        
 
No
(5) UA LOCAL 38 HW TRUST FUND

1625 MARKET STREET

SAN FRANCISCO,CA94103
94-1285319 		SPONSOR OF U.A LOCAL 38 HW PLAN CA      
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) A&B MECHANICAL INC

24179 PARK STREET
HAYWARD,CA94544
94-3276601 		HVAC SERVICE CA  
S         No
(2) ACCO ENGINEERED SYSTEMS

6265 SAN FERNANDO ROAD
GLENDALE,CA91201
95-1625123 		HVAC CONSTRUCTION CA  
          No
(3) ADVANCED PNEUMATIC TUBES INC

3150 PALISADES DRIVE
CORONA,CA92880
33-0043908 		PNEUMATIC TUBE SYSTEMS CA  
C         No
(4) AGC INC

745 B CAMDEN AVE
CAMPBELL,CA95008
77-0543045 		MECHANCIAL CONSTRUCTION CA  
S         No
(5) AIR CONDITIONING INNOVATIONS

1768 HOURET CT
MILPITAS,CA95035
33-1126570 		HVAC, SHEETMETAL CA  
C         No
(6) AIR SYSTEMS INC

940 REMILLARD COURT
SAN JOSE,CA95122
65-1174056 		HVAC WORK CA  
C         No
(7) AIRCO COMMERICAL SERVICES INC

5725 ALDER AVE
SACRAMENTO,CA95828
68-0172915 		HVAC COMMERICAL CONTRACTOR CA  
C         No
(8) ALL BAY MECHANICAL INC

107 N 27TH STREET
SAN JOSE,CA95116
88-0321116 		HVAC SERVICE CA  
S         No
(9) ALLIED HEATING & AIR

12 DE LUCA PLACE
SAN RAFAEL,CA94901
68-0012119 		HVAC CA  
C         No
(10) ANDERSON ROWE & BUCKLEY INC

2833 THIRD STREET
SAN FRANCISCO,CA94107
94-1074003 		MECHANICAL CONTRACTOR CA  
C         No
(11) APEX MECHANICAL INC

2233 PARAGON DR STE A
SAN JOSE,CA95131
27-0114442 		HVAC CONTRACTOR CA  
S         No
(12) APPLIED PROCESS COOLING CORPORATION

4812 ENTERPRISE WAY
MODESTO,CA95356
95-3684467 		INSTALLATION/SERVICING COOLING EQUIPMENT CA  
S         No
(13) ARCO MECHANCIAL INC

8210 DEMETRE AVE
SACRAMENTO,CA95828
94-2292784 		MECHANCIAL CONTRACTOR CA  
C         No
(14) AYOOB & PEERY PLUMBING CO INC

975 INDIANA ST
SAN FRANCISCO,CA94107
94-2612017 		PLUMBING CONTRACTOR CA  
S         No
(15) AYOOB MECHANICAL

480 COLLINS H
COLMA,CA94014
20-3166377 		PLUMBING CONTRACTOR CA  
C         No
(16) BAYSIDE HEATING & AIR CONDITIONING

629 BAIR ISLAND ROAD SUITE 134
REDWOOD CITY,CA94063
 HVAC SERVICE CA  
S         No
(17) BELLANTI PLUMBING INC

121 SO MAPLE AVE 10
SO SAN FRANCISCO,CA94080
94-2303321 		PLUMBING CONTRACTOR CA  
C         No
(18) BLUE PACIFIC PLUMBING INC

956 TERMINAL WAY
SAN CARLOS,CA94070
20-1043048 		PLUMBING CONTRACTOR CA  
S         No
(19) BLUE WATER PLUMBING

PO BOX 117045
BURLINGAME,CA94015
45-4040510 		PLUMBING CONTRACTOR CA  
S         No
(20) BRADY AIR CONDITIONING INC

338 NO CANAL ST 5
SO SAN FRANCISCO,CA94080
94-2926168 		HVAC SERVICE CA  
C         No
(21) CALIFORNIA UNITED MECHANICALO INC

2185 OAKLAND ROAD
SAN JOSE,CA95131
54-2095461 		HVAC & PLUMBING CA  
S         No
(22) CARMINE AIR CONDITIONING

1722-B JUNCTION AVE
SAN JOSE,CA95112
77-0409665 		HVAC SERVICE CA  
C         No
(23) CARRIER CORPORATION

6304 THOMPSON RD
SYRACUSE,NY13221
06-0991716 		HVAC SALES & SERVICE DE  
S         No
(24) CASTRO PLUMBING

163 GIFFORD AVE
SAN JOSE,CA95110
77-0371271 		COMMERICAL PLUMBING CA  
C         No
(25) CHM MECHANICAL INC

286 HARBOR BLVD
BELMONT,CA94002
71-1021828 		COMMERCIAL REFRIGERATION CA  
S         No
(26) CITY MECHANICAL INC

724 ALFRED NOBEL DRIVE
HERCULES,CA94547
94-3120188 		HVAC SERVICE CA  
C         No
(27) COLD CRAFT INC

181 LOST LAKE LN
CAMPBELL,CA95008
77-0287678 		HVAC CA  
C         No
(28) COLD ROOM SOLUTIONS

3942 VALLEY AVENUE SUITE L
PLEASANTON,CA94566
94-3395555 		COLD ROOMS CA  
S         No
(29) COMFORT DYNAMICS

823 ESTABROOK ST
SAN LEANDRO,CA94577
91-1989303 		MECHANICAL CONTRACTOR CA  
C         No
(30) COMMERCIAL REFRIGERATION SPECIALISTS INC

3480 ARDEN RD
HAYWARD,CA94545
20-2854379 		SERVICE COMMERCIAL REFRIGERATION EQUIPMENT CA  
S         No
(31) CREATIVE PLUMBING DESIGNS INC

PO BOX 165
SAN GREGORO,CA94074
77-0203915 		PLUMBING CONTRACTOR CA  
S         No
(32) DANIEL LARRATT PLUMBING INC

944 TERMINAL WAY
SAN CARLOS,CA94070
91-2000682 		PLUMBING CONTRACTOR CA  
S         No
(33) DEBELLA MECHANICAL INC

605 NUTTMAN ST
SANTA CLARA,CA95054
77-0166129 		SERVICE - MECHANICAL CONTRACTOR CA  
C         No
(34) DEGREE HVAC INC

871-G INDUSTRIAL RD
SAN CARLOS,CA94070
33-1142502 		MECHANICAL CONTRACTOR CA  
C         No
(35) DELCON HEATING & AIR CONDITIONING

52 WRIGHT BROTHERS AVE
LIVERMORE,CA94551
77-0125605 		HVAC SHEET METAL CA  
C         No
(36) DENNCO

912 WASHINGTON ST
SAN CARLOS,CA94070
94-2160892 		HVAC SERVICE REPAIR CA  
C         No
(37) DINELLI PLUMBING INC

1160 CHESS DR SUITE 5
FOSTER CITY,CA94404
01-0568676 		PLUMBING CONTRACTOR CA  
S         No
(38) DITTMAN PLUMBING INC

941 S CLARE MONT
SAN MATEO,CA94402
94-2292453 		PLUMBING SERVICE CA  
C         No
(39) DPW INC

203 EAST HARRIS AVE
SOUTH SAN FRANCISCO,CA94080
94-3196729 		COMMERCIAL PLUMBING CONTRACTOR CA  
S         No
(40) EGAN PLUMBING INC

725 INDUSTRIAL ROAD
SAN CARLOS,CA94070
68-0584341 		PLUMBING CONTRACTOR CA  
S         No
(41) EMS PLUMBING

1009 RHODE ISLAND ST
SAN FRANCISCO,CA94107
45-1730789 		PLUMBING CONTRACTOR CA  
C         No
(42) ENERGY MECHANIX INC

1290 OLD COUNTRY RD SUITE B
BELMONT,CA94002
46-1551941 		HEATING AIR, REPAIR CA  
C         No
(43) ENVIRONMENTAL SYSTEMS INC

3353 DELACRUZ BLVD
SANTA CLARA,CA95054
94-2298197 		HVAC MECHANICAL CONTRACTOR CA  
C         No
(44) ESTES COMMERCIAL REFRIGERATION INC

1400 POTRERO AVE
RICHMOND,CA94804
94-2199479 		  CA  
C         No
(45) FW SPENCER & SON INC

99 SOUTH HILL DRIVE
BRISBANE,CA94005
94-1095852 		  CA  
S         No
(46) FRANK DENNY PLUMBING INC

PO BOX 853
MENLO PARK,CA94026
94-1436200 		PLUMBING CONTRACTOR CA  
S         No
(47) FRANK M BOOTH INC

222 THIRD STREET PO BOX 5
MARYSVILLE,CA95901
94-1257060 		MECHANICAL CONTRACTOR CA  
S         No
(48) GMP PROCESS PIPING

38 COMMERCE PLACE UNIT E
VACAVILLE,CA95687
06-1699055 		MECHANICAL PIPING CA  
S         No
(49) HAWK MECHANICAL INC

1791 TENNESSEE ST
SAN FRANCISCO,CA94124
      
C         No
(50) HVAC CONTROLS CORPORATION

PO BOX 276
COTATI,CA94931
27-1309341 		HVAC SERVICE CA  
S         No
(51) INDOOR ENVIRONMENTAL SERVICES

1512 SILICA AVE
SACRAMENTO,CA95815
68-0262819 		HVAC CA  
S         No
(52) JR PIERCE PLUMBING CO INC

14481 WICKS BLVD
SAN LEANDRO,CA94577
94-1459027 		PLUMBING CONTRACTOR CA  
S         No
(53) JW MCCLENAHAN CO

2301 PALM AVENUE
SAN MATEO,CA94403
51-0649863 		HVAC SERVICE CA  
S         No
(54) JD COLLINS COMPANY

361 LAVENDER WAY
OAKLEY,CA94561
68-0178366 		GENERAL CA  
          No
(55) JOHNSON CONTROLS

507 E MICHIGAN ST
MILWAUKEE,WI53202
39-0380010 		BUILDING EFFICENCY WI  
C         No
(56) KDS PLUMBING INC

2087 RINGWOOD AVE 10
SAN JOSE,CA95131
77-0382221 		PLUMBING CA  
S         No
(57) KENT M LIM & COMPANY INC

1260 EGBERT AVENUE
SAN FRANCISCO,CA94124
94-2954164 		  CA  
S         No
(58) KEY MECHANICAL CO

19430 68TH AVE S STE B
KENT,WA98032
94-2346461 		HVAC WA  
          No
(59) KIEWIT INFRACTURE WEST CO

1000 KIEWIT PLAZA
OMAHA,NE68131
 CONSTRUCTION NE  
C         No
(60) KINETIC SYSTEMS INC

6517 HILBURN DRIVE
RALEIGH,NC27613
94-2229569 		MECHANICAL CONTRACTOR CA  
C         No
(61) KISSCO CONTROL SYSTEM INC

672 EDNA WAY
SAN MATEO,CA94402
91-2064124 		ELECTRIC CONTRACTOR CA  
C         No
(62) LARRATT BROS PLUMBING INC

338 NO CANAL ST 21
SO SAN FRANCISCO,CA94080
94-3217501 		PLUMBING CA  
S         No
(63) LEFCO INC

698 E TAYLOR AVENUE
SUNNYVALE,CA94085
94-2268923 		MECHANICAL CONTRACTOR CA  
C         No
(64) LESCURE COMPANY

PO BOX 968
LAFAYETTE,CA94549
94-1634427 		MECHANICAL CONTRACTOR CA  
C         No
(65) LESCURE COMPANY INC

PO BOX 968
LARAYETTE,CA94549
94-1634427 		MECHANCIAL CONTRACTOR CA  
C         No
(66) LYLES MECHANICAL CO

1250 W OLIVE AVE
FRESNO,CA93728
94-2861807 		CONSTRUCTION SERVICES CA  
S         No
(67) MARELICH MECHANICAL CO INC

24041 AMADOR STREET
HAYWARD,CA94544
94-3305355 		CONSTRUCTION OF MECHANICAL SYSTEMS CA  
C         No
(68) MARINA MECHANICAL

799 THORNTON ST
SAN LEANDRO,CA94577
94-2667797 		HVAC MECHANICAL CONTRACTOR CA  
C         No
(69) MARKEN MECHANCIAL SERVICES INC

5165 COMMERICAL CIRCLE STE A
CONCORD,CA94520
68-0445633 		HVAC CONTRACTOR CA  
S         No
(70) MATRIX HG INC

115 MASON CIRCLE SUITE B
CONCORD,CA94520
03-0418444 		COMMERCIAL HVAC & REFRIGERATION SERVICE CA  
C         No
(71) MESA ENERGY SYSTEMS INC

2 CROMWELL
IRVINE,CA92618
33-0112640 		HVAC SERVICE CA  
C         No
(72) MIRAMAR PLUMBING INC

PO BOX 3033
HALF MOON BAY,CA94019
94-3028349 		PLUMBING RESIDENTIAL CA  
C         No
(73) MJ MECHANICAL SERVICES INC

1043 E SAN CARLOS AVE / PO BOX 289
SAN CARLOS,CA94070
30-0286229 		HVAC SERVICE REPAIR CA  
S         No
(74) MMA ENTERPRISE INC

2087 RINGWOOD AVE 50
SAN JOSE,CA95131
 HVAC CA  
C         No
(75) MONTEREY MECHANICAL CO

8275 SAN LEANDRO ST
OAKLAND,CA94621
94-2614825 		PIPING CA  
S         No
(76) MTECH CORP

385 REED ST
SANTA CLARA,CA95050
88-0443557 		HVAC SERVICE NV  
S         No
(77) NORTHERN SERVICE INC

PO BOX 15489
SAN FRANCISCO,CA94115
 HVACR SERVICE CONSTRUCTION CA  
S         No
(78) O BRIEN MECHANICAL INC

1515 GALVEZ AVE
SAN FRANCISCO,CA94124
94-3307391 		PLUMBING CONTRACTOR CA  
S         No
(79) OC MCDONALD CO INC

1150 W SAN CARLOS ST
SAN JOSE,CA95126
94-1393070 		MECHANICAL CONTRACTOR CA  
S         No
(80) OLSSON PLUMBING & HEATING CO INC

1991 BURROUGHS AVE
SAN LEANDRO,CA94577
94-1721581 		PLUMBING CA  
C         No
(81) PAN-PACIFIC PLUMBING CO

17911 MITCHELL SOUTH
IRVINE,CA92614
95-1511203 		MECHANICAL CONTRACTOR CA  
S         No
(82) PARAGON MECHANICAL INC

PO BOX 58
SANTA CLARA,CA95052
77-0115209 		MECHANICAL CONTRACTOR CA  
C         No
(83) PENINSULA AIR CONDITIONING INC

1690 TACOMA WAY
REDWOOD CITY,CA94063
94-2811488 		HVAC CA  
C         No
(84) POMI MECHANICAL INC

737 INDUSTRIAL RD
SAN CARLOS,CA94062
20-4151193 		HVAC CONTRACTOR CA  
S         No
(85) RAY L HELLWIG PLUMBING AND HEATING

1301 LAURELWOOD RD
SANTA CLARA,CA95054
94-1406096 		PLUMBING CA  
S         No
(86) RMI MECHANICAL CONTRACTOR INC

1385 LOWNE AVE
SO SAN FRANCISCO,CA94080
90-0130827 		HVAC CONTRACTOR CA  
S         No
(87) ROUNTREE PLUMBING & HEATING INC

1659-C INDUSTRIAL ROAD
SAN CARLOS,CA94070
94-1717635 		PLUMBING CONTRACTOR CA  
C         No
(88) S E PIPE LINE CONSTRUCTION CO

11832 S BLOOMFIELD AVE
SANTA FE SPRINGS,CA90670
95-1600027 		PIPING CA  
S         No
(89) S E PLUMBING CO INC

415 WARRINGTON AVE
REDWOOD CITY,CA94063
94-2291315 		C36- PLUMBING CA  
C         No
(90) SERVICE UNLIMITED INC

1300 INDUSTRIAL RD 9
SAN CARLOS,CA94070
94-2693916 		HVAC SERVICE CA  
S         No
(91) SHOOTER & BUTTS INC

3768 OLD SANTA RITA RD
PLEASANTON,CA94588
94-2410466 		LANDSCAPE CONTRACTOR CA  
C         No
(92) SIEMENS INDUSTRY INC

25821 INDUSTRIAL BLVD 300
HAYWARD,CA94545
13-2762488 		  DE  
C         No
(93) SNO VALLEY PROCESS SOLUTIONS INC

2420 38TH STREET SUITE B
EVERETT,WA98201
20-2724146 		HVAC SERVICE WA  
S         No
(94) SOUTH VALLEY PLUMBING INC

PO BOX 18040
SAN JOSE,CA95158
94-2898512 		PLUMBING CONTRACTOR CA  
S         No
(95) SOUTHLAND INDUSTRIES

7390 LINCOLN WAY
GARDEN GROVE,CA92841
95-1596533 		MECHANICAL CONTRACTOR CA  
S         No
(96) STEPHEN CLAR PLUMBING & HEATING

1054 ELM ST
SAN JOSE,CA95126
14-1891136 		PLUMBING SERVICE CA  
C         No
(97) THERMA CORPORATION

1601 LAS PLUMAS AVENUE
SAN JOSE,CA95133
94-1745020 		CONSTRUCTION CA  
S         No
(98) THERMAL MECHANICAL INC

425 ALDO AVE
SANTA CLARA,CA95054
 MECHANICAL CONTRACTOR CA  
C         No
(99) UNITED COMFORT SOLUTIONS INC

142 N MILPITAS BLVD STE 308
MILPITAS,CA95035
20-2912463 		HVAC CA  
S         No
(100) VERTEX MECHANICAL INC

730 BROADWAY
REDWOOD CITY,CA94063
94-3190673 		HVAC CONTRACTOR CA  
C         No
(101) VET MECHANCIAL INC

807 ALDO AVE SUITE 110
SANTA CLARA,CA95054
27-3120296 		PLUMBING SHEETMETAL CA  
S         No
(102) WL HICKEY SONS INC

PO BOX 61209
SUNNYVALE,CA94088
94-1073393 		PLUMBING CONTRACTOR CA  
S         No
(103) WEALTH MASTER INC

1290 OLD COUNTRY RD SUITE B
BELMONT,CA94002
94-3060198 		HVAC GOODS & SERVICES CA  
C         No
(104) ARB INC

26000 COMMER CENTRE DR
LAKE FORREST,CA92630
95-2159777 		UTILITY SERVICE CA  
C         No
(105) CRITCHFIELD MECH INC

1901 JUNCTION AVE
SAN JOSE,CA95131
94-2423335 		HVAC DESIGN AND BUILD CA  
S         No
(106) KINETICS MECHANICAL SVCS

6691 BRISA ST
LIVERMORE,CA94550
77-0476369 		SERVICE    
S         No
(107) LJ KRUSE CO

PO BOX 2900
BERKELEY,CA94702
95-3473451 		PLUMBING, HEATING COOLING CONTRACTOR    
S         No
(108) PACIFIC COAST TRANE SERV

310 SOQUEL WAY
SUNNYVALE,CA94086
94-2940366 		HVAC - SALES AND SERVICE    
S         No
(109) PACIFIC RIM PLUMBING INC

2283 RESEARCH DR
LIVERMORE,CA94550
20-0521360 		PLUMBING CONTRACTOR    
S         No
(110) PERFORMANCE MECHANICAL

PO BOX 1516
PITTSBURG,CA94565
68-0064285 		INDUSTRIAL MECHANICAL CONST    
C         No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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