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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Office & Professional Employees International
Union Locals 30 & 537 Health & Welfare Fund
Employer identification number

95-6047601
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)opeiu locals 30 & 537 retirement fund
1220 wilshire blvd fl 5

los angeles,CA90017
95-6072309
ret fund CA 501A n/a na
 
 
No
(2)opeiu local 30
705 w arroyo hyw

claremont,CA91711
95-1264785
labor union CA 501(C)(5) n/a na
 
 
No
(3)opeiu local 537
3229 e foothill blvd

pasadena,CA91107
95-4414945
labor union CA 501(C)(5) n/a na
 
 
No
(4)see attached list of contributing ers
 
 
        N/A
 
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Page 2
Schedule R (Form 990) 2018
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
(1) see attached list of contributing ers

 
 
     
                 












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) see attached list of contributing ers

 
 
     
           












Schedule R (Form 990) 2018
Page 3
Schedule R (Form 990) 2018
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
Yes
 
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) 2018
Page 4
Schedule R (Form 990) 2018
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) 2018
Page 5
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
PARTS ii, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: ZENITH AMERICAN SOLUTIONS AIR CONDITIONING & REF JATC AMALGAMATED TRANSIT #1277 ZENITH AMERICAN SOLUTIONS AFSCME COUNCIL #36 AFSCME LOCAL #2620 AFSCME COUNCIL #3090 ASBESTOS WORKERS JOINT BRICK MASONS APPRENTICESHIP & BRICKLAYERS LOCAL #4 LA/OC BUILDING & CONSTRUCTION ORANGE COUNTY LABOR FEDERATION CAL FED. TEACHERS UBC & JOINERS OF AMERICA UBC APPRENTICESHIP & TRAINING UBC NATL JOB CORPS TRAING FUND SOUTHWEST REGIONAL CEMENT MASONS #500 CEMENT MASONS #600 CWA LOCAL #9003 CWA LOCAL 9586 CWA LOCAL #9505 CWA LOCAL #9510 ELEVATOR CONSTRUCTION #18 ELEVATOR CONSTRUCTION UFLAC, LOCAL #112 FIRE FIGHTERS #1014 FIREFIGHTERS INSURANCE TRUST CFI LOCAL #39000 IBEW NECA LMCC IBEW NECA TRUST FUND ELECTRICAL TRAINING INSTITUTE IBEW LOCAL #11, 3RD FLOOR IBEW LOCAL #18 IBEW LOCAL UNION #413 IBEW LOCAL UNION #441 IBEW LOCAL #639 IBEW LOCAL UNION #952 WAREHOUSEMEN'S H & W FUND EMPLOYER'S-WAREHOUSEMEN'S P.T. ILWU LOCAL #13 ILWU LOCAL #26 IRON WORKERS LOCAL #416 IRON WORKERS LOCAL #433 K.P.N.A.A/ATTN: DEBBIE EVEN BENEFIT PROGRAMS ADMIN. SEIU LOCAL #721 LABOR MANAGEMENT COMPLIANCE CO LABORERS LOCAL #585 LABORER'S LOCAL #652 GOLDSCHMID, SILVER & SPINDEL IAM DISTRICT #947 MACHINISTS DIST. LODGE #1484 MUSICIANS LOCAL #325 O.P.E.I.U. LOCAL #537 OPEIU LOCAL 30 OPERATING ENGINEERS BEN. TRUST A&J TRAINING SC PLUMBING & PPG PIPE TRADES TRUST FUND PIPE TRADES TRUST FUND PIPE TRADES TRUST FUND PLASTER'S JAC PLUMBER'S LOCAL #78 PLUMBERS & FITTERSLOCAL 230 U.A. LOCAL #345 UNITED ASSN PLUMBERS & STEAMFI UA LOCAL 484 PLUMBERS/STEAMFIT UA #525 - PLUMBERS & PIPEFTRS PLUMBER'S LOCAL #582 PLUMBERS & FITTERS LOCAL #761 LAS VEGAS J.A.T.C. L.A. CNTY PROBATION #685 UNION ROOFER'S ADMIN. FUND PIPE IND. & EDUCATIONAL NATL INSPECTION TESTING CERT SHEET METAL BNFT PLNS ADM CORP SHEET METAL WORKERS JA SHEET METAL APP TRUST L #273 SHEET METAL WORKERS #170 SHEET METAL WKRS LOCAL #206 SHEET METAL WORKERS #104 SHEET METAL WORKERS LOCAL 105 SPRINKLER FITTERS #709 JAC SPRINKLER FITTERS #709 STEAMFITTERS LOCAL #250 LOS ANGELES COLLEGE FACULTY AFT COLLEGE STAFF GUILD AFT GUILD, LOCAL 1931 UNITED LABOR AGENCY OF O.C. UTILITY WORKERS #132 IBEW LOCAL #440
Schedule R (Form 990) 2018

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