2023-08-14T15:58:53-05:00 2022-09-30 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2021-10-01 956401105 SMART-MTA TRUST FUND % EDDIE GONZALEZ SMAR 6269621762 15999 CYPRESS AVE IRWINDALE CA 91706 EDDIE GONZALEZ ADMINISTRATOR 6269621762 2023-08-10 true EDDIE GONZALEZ 999009999 Gustavo Valle P02005844 8187692010 3 2021 2023-04-26 12:10:37Z Eddie Gonzalez 15999 CYPRESS AVE IRWINDALE CA 91706 250963105 false X N/A X 1972 CA TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). 9 1 13 0 0 0 0 0 99166120 100877685 1521522 -371190 133800 133800 100821442 100640295 0 0 77441250 78048503 739904 697566 0 0 0 1837888 1742436 80019042 80488505 20802400 20151790 103224136 120202249 1409133 1539631 101815003 118662618 TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). false false TO PROVIDE HEALTH BENEFITS TO EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY (MTA). false false false false false false false false true 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 41 0 true 13 true false false false false false false false false false false false false X 9 1 false false false false false false false true false false false true false false false true false false X EDDIE GONZALEZ 6269621762 15999 CYPRESS AVE IRWINDALE CA 91706 X ROBERTO TRUJILLO FORMER ADMINISTRATOR 3.0 0.0 X 101239 0 0 EDDIE GONZALEZ ADMINISTRATOR 3.0 0.0 X 57558 0 0 JOHN CABANAS TRUSTEE 3.0 0.0 X 1400 0 0 Edgar Menendez TRUSTEE 3.0 0.0 X 1400 0 0 JOHN ELLIS TRUSTEE 3.0 0.0 X 1400 0 0 QUINTIN WORMLEY TRUSTEE 3.0 0.0 X 1400 0 0 ANDY CARTER TRUSTEE 3.0 0.0 X 1400 0 0 JULIO MEJIA Trustee 3.0 0.0 X 1400 0 0 JAIME DELGADILLO TRUSTEE 3.0 0.0 X 0 0 0 MARY HAO TRUSTEE 3.0 0.0 X 0 0 0 MELISSA WANG TRUSTEE 3.0 0.0 X 0 0 0 JESSE SOTO TRUSTEE 3.0 0.0 X 0 0 0 KATHRYNE MCGOWAN TRUSTEE 3.0 0.0 X 0 0 0 CONAN CHEUNG TRUSTEE 3.0 0.0 X 0 0 0 167197 0 0 2 true false false miller kaplan arase llp 4123 lankershim blvd NORTH HOLLYWOOD CA 91602 audit & accounting 128786 Teknica ITG 8659 Haven Ave Ste 200 RANCHO CUCAMONGA CA 91730 Computer Consulting 152514 ROCKET 8580 UTICA AVE STE 100 RANCHO CUCAMONGA CA 91730 CLAIMS PROCESSING 114381 BUSH GOTTLIEB 801 N BRAND BLVD STE 950 GLENDALE CA 91203 LEGAL 487256 PARKER MILLIKEN 555 S FLOWER ST 30TH FL LOS ANGELES CA 90071 LEGAL 130985 5 0 EMPLOYER CONTRIBUTIONS 900099 95650905 95650905 0 0 EMPLOYEE CONTRIBUTIONS 900099 5226780 5226780 0 0 100877685 2324960 0 0 2324960 0 0 133800 0 133800 0 133800 0 0 133800 147626660 150322810 -2696150 -2696150 0 0 -2696150 0 0 0 0 0 0 0 0 0 0 100640295 100877685 0 -237390 0 0 0 78048503 241428 0 375007 36474 0 44657 0 619594 128786 0 0 214991 286501 0 100609 173837 0 61943 84 0 25721 0 0 14038 37677 MAINTENANCE AND REPAIRS 47281 OTHER EXPENSES 26082 BANK FEES 5292 80488505 149805 174413 23219069 45396252 0 0 387783 401301 0 0 0 0 0 0 0 0 0 0 2622520 1716995 917594 905525 78549885 73324758 0 0 0 0 0 0 0 0 103224136 120202249 499543 373039 0 0 0 0 0 0 0 0 0 0 0 0 0 0 909590 1166592 1409133 1539631 X 0 0 0 0 101815003 118662618 101815003 118662618 103224136 120202249 20151790 -3304175 X false true X false 850000 850000 1045649 1005353 40296 726871 711642 15229 905525 0 ESTIMATED CLAIMS INCURRED 0 BUT NOT PAID 1100090 PREMIUMS PAYABLE 66502 1166592 X 97336120 -3304175 -3304175 100640295 100640295 80231503 909590 909590 79321913 1166592 1166592 80488505 PART X, LINE 2: 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 XII, LINE 2D: BENEFIT OBLIGATIONS AT 9/30/21 = $909,590 PART XII, LINE 4B: BENEFIT OBLIGATIONS AT 9/30/22 = $1,166,592 false false false ROBERTO TRUJILLO FORMER ADMINISTRATOR 101239 0 0 0 0 0 0 0 0 0 101239 0 PART VI, LINE 11B: FORM 990 IS AVAILABLE TO ALL TRUSTEES PRIOR TO FILING. PART VI, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF ALL TOP MANAGEMENT OFFICIALS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE TRUST'S PLACE OF BUSINESS. PART VII, SECTION A, COLUMN (F) - TRUSTEES OR DIRECTORS COMPENSATION FROM RELATED ORGANIZATIONS: ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATION'S FORMS 990. SHEET METAL AIR RAIL & TRANSPORTATION LOS ANGELES SMSA LP DBA VERIZON WIREL false false false false false false false false false true false false false false false false false false false SHEET METAL AIR RAIL & TRANSPORTATION J 106200 8,850 MO. RENT UNION DIVISION (SMART)