2024-11-12T13:29:32-06:00 2023-12-31 MILLER KAPLAN ARASE LLP 4123 Lankershim Blvd North Hollywood CA 916022828 990 2023-01-01 956047878 SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND % PSWA ROCIO MORENO SOUT 6262793000 1055 Park View Dr Ste 111 Covina CA 91724 JON COLEY CHAIRMAN 6262793000 2024-11-08 true true Edmond Avaness CPA P00966890 8187692010 2023 2024-10-15 13:58:12Z JON COLEY 1055 Park View Dr Ste 111 Covina CA 91724 22473366 false X N/A X 1953 CA SEE SCHEDULE O 8 8 0 0 0 0 0 0 17906036 21597087 429503 870692 5999 5587 18341538 22473366 0 0 16464410 18184005 0 0 0 0 0 715648 821094 17180058 19005099 1161480 3468267 28184364 34684219 6585992 7726229 21598372 26957990 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false false false false 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 5 0 true 0 false false false false false false false false X 8 8 false false false false false false false true true false false true false false true false false false X PSWA ROCIO MORENO 6262793000 1055 PARK VIEW DR STE 111 COVINA CA 91724 X X FRANK MULLER EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 JOE STEFFAN EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 RON BROWN EMPLOYER TRUSTEE 1.0 0.0 X 0 0 0 JON COLEY UNION TRUSTEE 1.0 0.0 X 0 0 0 LUIS ROBLES UNION TRUSTEE 1.0 0.0 X 0 0 0 Jon LeCarner Employer Trustee 1.0 0.0 X 0 0 0 Fred Murillo Union Trustee 1.0 0.0 X 0 0 0 MATT CORNELL UNION TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false PACIFIC SOUTHWEST ADMINISTRATORS 1055 PARK VIEW DR STE 111 COVINA CA 91724 ADMINISTRATION FEES 249528 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 ACCT. AND AUDIT FEES 177150 2 0 EMPLOYER CONTRIBUTIONS 900099 20981049 20981049 0 0 PARTICIPANT CONTRIBUTIONS 900099 616038 616038 0 0 21597087 870692 0 0 870692 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 5587 5587 0 0 5587 22473366 21602674 0 870692 0 0 0 18184005 0 0 0 0 0 0 249528 130939 157932 0 0 27924 157508 0 49398 0 0 0 0 0 7785 0 0 0 27042 BANK CHARGES 11016 PCOR FEES 2022 19005099 3231072 3609303 1069195 1222802 0 0 3932778 5294294 0 0 0 0 0 0 0 0 12281 12275 0 0 19939038 24545545 0 0 0 0 0 0 0 0 28184364 34684219 72733 60970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6513259 7665259 6585992 7726229 X 0 0 0 0 21598372 26957990 21598372 26957990 28184364 34684219 3468267 1891351 X false true X true 0 BENEFIT OBLIGATIONS 7479000 EMPLOYER BOND DEPOSITS 186259 7665259 X 24329767 1891351 -34950 1856401 22473366 22473366 18970149 18970149 34950 34950 19005099 PART X, LINE 2: the plan is tax-exempt under internal revenue code section 501(c)(9) and from the state of California under revenue and taxation code section 23701i; therefore, no provision is made for federal or state income taxes. accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. the plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XI, LINE 2D: INVESTMENT CONSULTANT FEES AND CORPORATE TRUSTEE FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F AND PART IX, LINE 11G. PART XII, LINE 4A: INVESTMENT CONSULTANT FEES AND CORPORATE TRUSTEE FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, LINE 11F AND PART IX, LINE 11G. PART I, LINE 1 AND PART III, LINES 1 AND 4A: THE SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL PRESCRIPTION, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PART VI, LINE 11B: FORM 990 IS PRESENTED TO THE TRUSTEES FOR REVIEW AND APPROVAL. PART VI, LINE 15: THE PLAN HAS NO EMPLOYEES. MEMBERS OF THE GOVERNING BODY RECEIVE NO COMPENSATION FROM THE PLAN. PART VI, LINE 19: PLAN DOCUMENTS AND ANY OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE UPON REQUEST. SO CAL LOCAL 831-EMPLOYER PENSION FUND 1055 PARK VIEW DR STE 111 COVINA CA 91724 956376874 PENSION BEN CA 501(A) N/A NA false CALIF TRADESHOW LABOR MGMT COMMITTEE 1055 PARK VIEW DR STE 111 COVINA CA 91724 900653350 LABOR MGMT CA 501(C)(5) N/A NA false CA TRADESHOW & SIGN CRAFTS 831 TRAINING 1055 PARK VIEW DR STE 111 COVINA CA 91724 951948865 TRNG PROGRAM CA 501(C)(5) N/A NA false SEE ATTACHED FOR A LIST OF N/A PAINTERS AND ALLIED TRADES DC 36 1155 Corporate Center Dr MONTEREY PARK CA 91754 951082040 LABOR ORG CA 501(C)(5) N/A NA false SEE ATTACHED FOR A LIST OF SEE ATTACHED FOR A LIST OF false false false false false false false false false false false false false false false false true true true PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS, ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST. LIST OF CONTRIBUTING EMPLOYERS: 3S Sign Services Inc. All Exhibit Solutions, Inc. Bachiero Event Services Bird Rock Expo, LLC BoilerMakers Local 627 Boilermakers Local 92 California Show Freights Coastal International CSI Worldwide, LLC Curtin Conv. & Expo Services Customer Service I & D, Inc. CY Expo, LLC Czarnowski Display Service DC36 So. Calif. Appr Trust District Council #36 Eagle Management Group, Inc. EWI Worldwide Exhibit Services Group, Inc. EXPO-3, Inc. Expo Convention Contractors, Inc. Fern Exposition Services LLC Freeman Exposition LLC Galaxy Labor Force Inc. GES EXPOSITION SERVICES, INC Innovative Expo International Expo Service Johnson George P Inc. L831 Training & Re-train Lancaster Management Services Laser Exhibitor Service LMCC Public Works Compliance Local Union 831 Appr Training McNabb, Donald E Company MOMENTUM MANAGEMENT LLC Nirvana Expo Services NTH Degree Octane Group c/o Employco On Location, Inc. PSWA Shepard Expo. Service Sho-Link, Inc. Show Ready Industries Show Services, LLC Skylink Show Services SO Cal Painters - LMCC SOCAL Convention Service Square Feet I n D LLC Steele Tradeshow Services, Inc. T3 Expo LLC Total Expo, Inc. Tradeshow Services Network, LLC Tricord Management LLC Tru Service Group Union Payroll Agency Vomar Products, Inc. Villainarts, Inc. Wen Global Solutions Inc Willwork Inc. Z Products