2025-05-14T18:18:01-05:00 2024-06-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2023-07-01 477238128 SAN DIEGO ASSOCIATED GENERAL CONTRACTORS VACATION SICK PAY TR F SAND 6192602660 2615 CAMINO DEL RIO SOUTH 201 SAN DIEGO CA 92108 CRAIG BARRY CHAIRPERSON 6192602660 2025-05-13 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-05-05 2023 2025-03-06 01:10:19Z CRAIG BARRY 2615 CAMINO DEL RIO SOUTH 201 SAN DIEGO CA 92108 5725718 0 X X 2015 CA THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN. 3 3 0 0 5601 4601 0 0 5354040 5684992 0 5601 0 35125 5354040 5725718 0 0 4991328 5169737 0 0 0 0 0 307652 349784 5298980 5519521 55060 206197 1281095 1493072 889508 35656 391587 1457416 THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN. 0 0 THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN. THE NUMBER OF ACTIVE PARTICIPANTS IN THE PLAN WAS 1,898 FOR JUNE 30, 2024. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 1 1 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 CA X MVI ADMIN INS SOLUTIONS INC 6192602660 2615 CAMINO DEL RIO SOUTH STE 201 SAN DIEGO CA 92108 JASON MORDHORST CHAIRPERSON - THRU JAN 24' 1.00 X 0 0 0 CRAIG BARRY-CHAIRPERSON AS OF FEB 24' VICE CHAIR - THRU JAN 24' 1.00 X 0 0 0 GEOFF BOHNE VICE CHAIR - AS OF JAN 24' 1.00 X 0 0 0 JASON DANKS TREASURER - AS OF JAN 24' 1.00 X 0 0 0 0 0 0 0 0 0 0 MVI ADMIN INS SOLUTIONS INC 1011 CAMINO DEL RIO SOUTH STE 300 SAN DIEGO CA 92108 ADMINISTRATION 244447 1 EMPLOYER CONTRIBUTIONS 525100 5668474 5668474 UNCLAIMED FUND INCOME 525100 16518 16518 5684992 5601 5601 LEGAL SETTLEMENT 900099 35125 35125 35125 5725718 5684992 5601 35125 5169737 75340 23368 6614 ADMINISTRATIVE 244447 BANK & OTHER EXPENSES 15 5519521 519131 742492 250878 256463 507233 490250 3853 3867 1281095 1493072 29876 35656 859632 0 889508 35656 X 0 0 0 0 391587 1457416 391587 1457416 1281095 1493072 X 206197 859632 X 0 1 X 1 0 0 X 5725718 0 5725718 0 5725718 5519521 0 5519521 0 5519521 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 MVI ADMIN SOLUTIONS HAS BEEN DELEGATED MANAGEMENT DUTIES AS A PLAN ADMINSITRATOR. FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL TRUSTEES SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. WITHIN ONE YEAR THEREAFTER THE TRUSTEES SHALL BE ELECTED BY A MAJORITY OF PARTICIPATING EMPLOYERS (THROUGH ELECTRONIC MEANS) WHO VOTE IN PERIODIC ELECTIONS NO LESS FREQUENTLY THAN EVERY THREE (3) YEARS. ELIGIBLE TRUSTEE CANDIDATES MAY BE NOMINATED BY THE BOARD OF DIRECTORS OF THE ASSOCIATION; A MAJORITY OF THE THEN-SERVING TRUSTEES; OR BY WRITTEN PETITION SUBMITTED TO THE BOARD OF TRUSTEES SIGNED BY THE LESSER OF TEN (10) PARTICIPATING EMPLOYERS OR TEN PERCENT (10%) OF THE TOTAL NUMBER OF PARTICIPATING EMPLOYERS. THE TRUSTEES SHALL SERVE STAGGERED TERMS. IN THE EVENT OF TERMINATION OF APPOINTMENT, RESIGNATION, INCAPACITY, OR DEATH OF A TRUSTEE, A SUCCESSOR TRUSTEE WILL BE APPOINTED BY THE REMAINING TRUSTEES TO SERVE ON AN INTERIM BASIS UNTIL THE NEXT REGULAR ELECTION. EACH TRUSTEE SHALL ACCEPT APPOINTMENT IN WRITING AND AGREE TO ABIDE BY THE TERMS AND CONDITIONS OF THIS TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY OTHER COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B REVIEW WILL BE CONDUCTED OR WAS CONDUCTED PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: TO ELIMINATE THE PLAN BENEFIT OBLIGATION FROM THE FORM 990 LIABILITIES 859,632. AGC SAN DIEGO CHAPTER INC 10140 RIVERFORD ROAD LAKESIDE CA 92040 951951119 CONSTRUCTION MEMBER SERVICES CA 501(C)6 N/A N/A 0 ACCESS PACIFIC INC ACE ELECTRIC INC BEC INC BURNER SHEET METAL BYROM-DAVEY INC CUYAMACA CONSTRUCTION INC DAVID M BERTINO MFG INC EJ MEYER COMPANY EC CONSTRUCTORS INC ERICKSON-HALL CONSTRUCTION GCI CONSTRUCTION INC GDL BEST CONTRACTORS INC HAZARD CONSTRUCTION INTERPIPE CONTRACTING INC JR FILANC CONSTRUCTION CO INC KAR CONSTRUCTION INC LB CIVIL CONSTRUCTION INC LEO'S A-C DBA LM PAINTING & CONSTR MCC EQUIPMENT RENTALS NKS MECHANICAL OHNO CONSTRUCTION CO ORION CONSTRUCTION CO ORTIZ CORPORATION PECORARO INC PIPERIN CORP PORTILLO CONCRETE INC PYRAMID BUILDING & ENGINEERING RANCHO PACIFIC RDM ELECTRIC S&B ENGINEERING SC VALLEY ENGINEERING SCHULER ENGINEERING CORP SOLTEK PACIFIC CONSTRUCTION W R ROBBINSCHAPMAN AIR SYSTEMS WEST COAST AIR CONDITIONING WEST COAST GENERAL CORPORATION WESTERN RIM CONTRACTORS WIER CONSTRUCTION CORPORATION CALDWELL SPECIALTIES INC OAK HOLLOW RESTORATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1