2024-03-14T18:07:01-05:00 2023-04-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 990 2022-05-01 956041102 Brick Masons Health and Welfare Trust Fund % CLIFFORD WOOD - PLAN MANAGER BRIC 6266461090 1050 Lakes Drive Suite STE 120 West Covina CA 917902910 LUPE ALDACO JR SECRETARY/TRUSTEE 6266461090 2024-03-11 true LUPE ALDACO JR 999009999 RICHARD THEIRMANN P00974294 9272779100 2 2022 2023-04-26 12:10:37Z CASEY RICKS 1050 Lakes Drive STE 120 West Covina CA 917902910 8705386 false X N/A X 1960 CA TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS OF COMPANIES WHO ARE SIGNATORY TO THE BRICK MASONS' COLLECTIVE BARGAINING AGREEMENT. 8 0 0 0 0 0 0 0 8509924 8037337 151855 288528 1004711 379504 9666490 8705369 0 0 7225313 7234037 0 0 0 0 0 698370 540500 7923683 7774537 1742807 930832 10386497 10266287 4469075 3737107 5917422 6529180 PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 2 0 true 0 false false false false false false false false X 8 0 false true false false false false false true false false false true true false true true true false false false CA X CLIFFORD WOOD - PLAN MANAGER 6266461090 1050 LAKES DRIVE STE 120 WEST COVINA CA 91790 X CASEY RICKS CHAIRMAN/TRUSTEE 2.0 0.0 X X 0 0 0 LUPE ALDACO JR SECRETARY/TRUSTEE 2.0 0.0 X X 0 0 0 FRANK SMITH TRUSTEE (Secy Thru 1/22/23) 2.0 0.0 X X 0 0 0 Daniel Garcia Trustee 2.0 0.0 X 0 0 0 Dana Kemp TRUSTEE 2.0 0.0 X 0 0 0 Doug Sles TRUSTEE 2.0 0.0 X 0 0 0 Kenneth Tejeda TRUSTEE 2.0 0.0 X 0 0 0 Dick Whitney TRUSTEE 2.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMP PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS INC 1050 LAKES DRIVE SUITE 120 WEST COVINA CA 91790 ADMINISTRATIVE FEES 242958 WAGNER LAW GROUP 17777 CENTER COURT DRIVE N SUITE 6 CERRITOS CA 90703 LEGAL FEES 146798 2 0 EMPLOYER CONTRIBUTIONS 525120 7710338 7710338 PARTICIPANT CONTRIBUTIONS 525120 326999 326999 8037337 266834 266834 0 0 0 0 0 21711 17 21694 21694 21694 0 0 0 0 0 0 0 0 0 STOP LOSS INSURANCE REFUND 900099 322452 322452 OTHER INCOME 900099 57052 57052 379504 8705369 8416841 0 288528 0 0 0 7234037 0 0 0 0 0 0 236636 40625 101108 0 0 9580 102950 0 28778 0 0 0 0 0 2839 0 0 0 11862 BOND FUND EXPENSE 5300 PCORI EXCISE TAX 822 7774537 X 2340539 2671846 0 0 0 0 941418 782481 0 0 0 0 0 0 0 0 2244 1122 0 0 0 6108451 6795508 656349 0 0 0 0 306788 46038 10386497 10266287 57904 66796 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4411171 3670311 4469075 3737107 X 0 0 0 0 5917422 6529180 5917422 6529180 10386497 10266287 930832 -319074 X false true X true false COMMON COLLECTIVE TRUST 656349 F 656349 0 RECIPROCITY PAYABLE 53111 NOT REPORTED 169200 ACCUMULATED ELIGIBILITY CREDITS 3448000 3670311 X 8376715 -319074 -319074 8695789 9580 9580 8705369 8517157 8517157 9580 -752200 -742620 7774537 FORM 990, SCHEDULE D, PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATE OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS FOR ANY TAX PERIODS IN PROGRESS. Form 990, Schedule D, Part XII, - line 4b Change in benefit obligation - $752,200. FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: EACH INDIVIDUAL TRUSTEE IS REQUIRED TO DISCLOSE TO THE FULL BOARD OF TRUSTEES ANY SIGNIFICANT TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST WHEN INTERVIEWING NEW VENDORS OR SERVICE PROVIDERS. IF A TRUSTEE DISCLOSES A CONFLICT OF INTEREST, HE OR SHE IS DISMISSED FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BRICK MASONS APPRENTICESHIP & TRAINING T 1050 LAKES DR STE 120 WEST COVINA CA 91790 956132893 TRAINING CA 501(C)(5) N/A NA false BRICK MASONS PENSION TRUST 1050 LAKES DR STE 120 WEST COVINA CA 91790 956093333 RETIREMENT BE CA 501(C)(A) N/A NA false SOUTHERN CALIFORNIA BRICKLAYERS PENSION 1050 LAKES DR STE 120 WEST COVINA CA 91790 956835541 RETIREMENT BE CA 501(C)(A) N/A NA false BRICKLAYERS AND ALLIED CRAFTWORKERS LOCA 12921 RAMONA BLVD STE F IRWINDALE CA 91706 950865935 MEMBER REP CA 501(C)(5) N/A NA false BRICK MASONS BOND TRUST FUND 1050 LAKES DR STE 120 WEST COVINA CA 91790 753170885 BOND DEPOSITS CA NA TRUST 0.54750 false false false false false false false false false false false false false false false false true true false false SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF APRIL 30, 2023, THERE ARE APPROXIMATELY 87 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION, OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE EASILY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ADVANCED CONSTRS CORP AGI MARBLE COMPANY AGUILAR & CALDERON CORP. ALL AMERICAN ASPHALT - PLA ALLIED CONSTRUCTION SERVICES AMALFI STONE & MASONRY CO AMERICAN TILE & BRICK BARAZANI STONE - PLA BIELSKI SPECIALTY SERVICES BRATTON MASONRY INC BRICKLAYERS LOCAL #4 BULLDOG PAVING, INC. - PLA CARNEVALE & LOHR CARRARA MARBLE CARRIER MAUSOLEUMS CONSTR CEM CONSTRUCTION CORPORATION CHRISTIAN REGENFUSS MASONRY, INC. CITY OF LOS ANGELES CLEVELAND MARBLE CORNERSTONE MASONRY- PSA CORRADINI CORPORATION DEPT OF CORR&REHAB/CAPITA DIVERDE GROUP, INC, - PLA DORFMEIER MASONRY INC DSM CONSTRUCTION INC DTS COMPANY DTS ENTERPRISE INC. EMPIRE REFRACTORY SERVICES OF OHIO FARLEY PAVING - PLA FEHOKO CONCRETE INC. PLA FRANK S. SMITH MASONRY, INC. G.M. MASONRY CO. - PLA GAGNON INC GERONIMO CONCRETE - PSA GLOBAL SCAFFOLD CONSTRUCTION SERV GRANSTROM MASONRY INC GREEN CONTRACTOR STUDIO, INC. - PLA GRIFFITH COMPANY HAXTON MASONRY, INC. - PLA IMI JOB CORPS J B MARBLE COMPANY J.A. LYNCH MASONRY J.T. THORPE & SON, INC. JOINT APPR COMMITTEE KRETSCHMAR & SMITH INC L JOHNSON CONSTRUCTION INC. L.A. COUNTY MASONRY, INC.- PLA LARGO CONCRETE INC. LNA CONCRETE MARC ANTHONY GLAZING MARK 1 RESTORATION COMPANY MASONRY CONCEPTS INC METRO BUILDERS & ENGINEER MOODY MASONRY & CONCRETE- SUB - PLA NEW DIMENSION MASONRY INC - PLA NUWAY INC - PLA PALMER FRANK C MASONRY R & R MASONRY INC RASCOM GROUP RECON REFRACTORY & CONSTR REGAL INDUSTRIES, INC. RENOVO STONE INC. - PLA REYCON CONSTRUCTION INC REYES MASONRY CONTRACTORS ROYAL COUNTERTOPS INC - PLA RSB GROUP, INC. - PLA SAMPLE TILE & STONE SJD&B, INC. - PLA SMG STONE COMPANY SOMAR CAULKING, INC. - PLA SOUTHERN COUNTIES QUALITY SPECIALIZED CLEANING STEBBINS ENGINEERING - PLA STEWART SERVICES INC - PLA STONEY MASONRY INC SUPERIOR TILE & STONE TECSTONE INC THE NEW GENERATION ENGINEERING CONSTRUCTION INC THE SOURCE STONE TRULINE MASONRY VALLEY WATERPROOFING INC - PLA VIC ROSS'S MASONRY INC. WESTERN TILE & MARBLE WESTERN WATERPROOFING WINEGARDNER MASONRY INC WOOD WORLD DBA JORGE'S CUSTOM WOODWORKS - PLA ZEOLLA MARBLE COMPANY