2023-02-15T15:43:49-06:00 2022-04-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY 400 SAN RAMON CA 94583 990 2021-05-01 941206350 CALIFORNIA SVC EMPLOYEES HEALTH & WELFARE TRUST FUND % NORTHWEST ADMINISTRATORS IN CALI 6505707300 1000 MARINA BLVD Suite 400 BRISBANE CA 940051841 MARK SHARWOOD TRUSTEE 6505707300 2023-01-28 true MARK SHARWOOD 999009999 JOSEPH M THIERMANN P01066616 9252779100 2021 2023-03-07 01:45:13Z MARK SHARWOOD 1000 MARINA BLVD400 BRISBANE CA 940051841 258854158 false X N/A X 1951 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 6 0 40 0 0 0 0 103613029 119657136 9371258 4947228 0 0 112984287 124604364 0 0 121857108 113209774 924557 960614 0 0 0 2456915 2218177 125238580 116388565 -12254293 8215799 144221423 141507626 21667733 22985531 122553690 118522095 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 true false false false false false false false false false false false true false false true 195 0 true 40 true false false false false false false false false X 6 0 false true false false false false false true true false false true false true true true true false CA X NORTHWEST ADMINISTRATORS IN 6505707300 1000 MARINA BLVD STE 400 BRISBANE CA 940051841 X VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 40.0 0.0 X 139103 0 59013 CHARLES GILCHRIST TRUSTEE-PAST 5.0 0.0 X 18000 0 40532 RAY NANN ALTERNATE TRUSTEE 5.0 0.0 X 18000 0 40532 LARRY T SMITH TRUSTEE 5.0 0.0 X 18000 0 40532 JAMES ALTIERI ALTERNATE TRUSTEE 0.5 0.0 X 16500 0 37322 DAVID HUERTA TRUSTEE 0.3 0.0 X 0 0 0 MARK SHARWOOD TRUSTEE 0.5 0.0 X 0 0 0 CHRISTOPHER BOUVIER TRUSTEE 0.5 0.0 X 0 0 0 209603 0 217931 1 false true false BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 PROGRAM ACTIVITIES 218829 LINDQUIST LLP 5000 EXECUTIVE PARKWAY STE 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 242704 MCMORGAN COMPANY ONE FRONT ST SUITE 500 SAN FRANCISCO CA 94111 CONSULTING 201119 NORTHWEST ADMINISTRATORS' INC 2323 EAST LAKE AVE E SEATTLE WA 98102 CONSULTING 756200 SEGAL CONSULTING 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 CONSULTING 115446 6 0 EMPLOYER CONTRIBUTIONS 900099 119120993 119120993 EMPLOYEE CONTRIBUTIONS 900099 431917 431917 PRESCRIPTION CLAIMS REBATE 900099 104226 104226 119657136 3899481 3899481 0 0 0 0 0 135297541 134249794 1047747 1047747 1047747 0 0 0 0 0 0 0 0 0 0 124604364 119657136 4947228 0 0 0 113209774 235641 0 436180 126947 113625 48221 781555 156581 210502 0 0 300521 480001 0 118237 0 0 25920 222 0 2770 0 0 0 138296 OTHER EXPENSES 3572 116388565 464285 321188 17776434 16076131 0 0 10500000 13700000 0 0 0 0 0 0 0 0 0 0 0 0 114991244 110938065 0 0 0 0 0 0 489460 472242 144221423 141507626 98733 172531 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21569000 22813000 21667733 22985531 X 0 0 0 0 122553690 118522095 122553690 118522095 144221423 141507626 8215799 -12247394 X X false true X true false 0 ACCUMULATED ELIGIBILITY CREDITS 22027000 CLAIMS PAYABLE & IBNR 276000 GROUP INSURANCE PREMIUMS PAYABLE 510000 22813000 X 112056449 -12247394 -12247394 124303843 300521 300521 124604364 114844044 114844044 300521 1244000 1544521 116388565 PART X, LINE 2: THE PLAN'S ADMINISTRATORS HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAVE CONCLUDED THAT AS OF APRIL 30, 2022, 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 BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS. X false false false VIRGINIA VIGIL HEALTH & WELFARE COORDINATOR 139103 41917 17096 198116 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH NORTHWEST ADMINISTRATORS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE PLAN'S EMPLOYEES BASED ON STAFF CLASSIFICATIONS AND WAGE SCALES ALONG WITH OTHER DATA AVAILABLE. THE COMPENSATION FOR THE TRUSTEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BASED ON THE AMOUNT OF TIME THE TRUSTEES SPEND PERFORMING THEIR DUTIES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: SOME TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR MORE INFORMATION, CONTACT THE THRID-PARTY ADMINISTRATOR, NORTHWEST ADMINISTRATORS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND FOR SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. FORM 990, PART V, LINE 2A: THE PLAN HAS 6 EMPLOYEES, HOWEVER THE FORM W-3 REPORTED 40. THERE WERE 34 PARTICIPANTS THAT RECEIVED A W-2 FOR IMPUTED INCOME FOR DOMESTIC PARTNER BENEFITS RECEIVED. SERVICE EMPLOYEES INTERNATIONAL UNION LO 828 WEST WASHINGTON BLVD LOS ANGELES CA 90015 770214817 LABOR UNION CA 501(C)(5) N/A SEIU false false false false false false false false false false false true false false false false false false 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, 2022, THERE WERE 86 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISRTRATIVE 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 REASONABLY 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. A&A MAINTENANCE ENTERPRISE INC. 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