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EIN 94-6415220

UA Local 467 Health and Welfare Trust Fund

IRS 501(c) type
501(c)(9)
Num. employees
0
City
San Jose
State
California
Year formed
1952
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The U A Local No 467 Health and Welfare Trust Fund is committed to providing its approximately 1,100 eligible participants and their dependents with Health and Welfare benefits according to collective bargaining agreements in San Jose, CA.
Related structure
UA Local 467 Health and Welfare Trust Fund is a subordinate organization under United Association - 467 PPF.
Also known as...
U A Local No 467 Health and Welfare Trust Fund
Total revenues
$39,000,136
2023
Total expenses
$34,930,153
2023
Total assets
$66,925,201
2023
Num. employees
0
2023

Program areas at UA Local 467 Health and Welfare Trust Fund

Provide Health and Welfare benefits to participants and their dependents in accordance with the collective bargaining agreements between employers and the union.

Personnel at UA Local 467 Health and Welfare Trust Fund

NameTitleCompensation
Mark BurriChairman$0
Trustee TrusteeTrustee
Judy SargentFund Manager

Financials for UA Local 467 Health and Welfare Trust Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$37,865,886
Investment income and dividends$1,022,200
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$112,050
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$39,000,136

Form 990s for UA Local 467 Health and Welfare Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990View PDF
2022-122023-11-13990View PDF
2021-122022-11-10990View PDF
2020-122023-01-18990View PDF
2020-122021-11-12990View PDF
...and 12 more Form 990s
Data update history
January 24, 2024
Updated personnel
Identified 1 new personnel
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 3, 2024
Used new vendors
Identified 4 new vendors, including , , , and
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
6800 Santa Teresa Blvd Ste 100
San Jose, CA 95119
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(408) 288-4400
IRS details
EIN
94-6415220
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1952
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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