2022-03-25T19:53:53-05:00 2021-04-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PKWY 400 SAN RAMON CA 94583 990 2020-05-01 941206350 CALIFORNIA SVC EMPLOYEES HEALTH & WELFARE TRUST FUND CALI 6505707300 1000 MARINA BLVD NO 400 BRISBANE CA 940051841 MARK SHARWOOD TRUSTEE 6505707300 2022-03-25 1 MARK SHARWOOD 999009999 JOSEPH M THIERMANN P01066616 9252779100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK SHARWOOD 1000 MARINA BLVD NO 400 BRISBANE CA 940051841 207263240 0 X N/A X 1951 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS 6 0 36 0 0 0 0 0 116607014 103613029 6354702 9371258 0 0 122961716 112984287 0 0 116822453 121857108 925969 924557 0 0 0 2274910 2456915 120023332 125238580 2938384 -12254293 158671520 144221423 29235143 21667733 129436377 122553690 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 197 0 1 36 1 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 1 1 0 X NORTHWEST ADMINISTRATORS INC 6505707300 1000 MARINA BLVD STE 400 BRISBANE CA 940051841 X DAVID HUERTA TRUSTEE 0.30 X 0 0 0 CHARLES GILCHRIST TRUSTEE 5.00 X 18000 0 37316 RAY NANN TRUSTEE 5.00 X 18000 0 37316 LARRY T SMITH TRUSTEE 5.00 X 18000 0 37316 MARK SHARWOOD ALTERNATE TRUSTEE 0.50 X 0 0 0 CHRISTOPHER BOUVIER ALTERNATE TRUSTEE 0.50 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 0 0 54000 0 111948 0 0 0 0 NORTHWEST ADMINISTRATORS INC 2323 EAST LAKE AVE E SEATTLE WA 98102 FUND ADMINISTRATION 862162 LINDQUIST LLP 5000 EXECUTIVE PARKWAY STE 400 SAN RAMON CA 94583 AUDITING AND ACCOUNTING SERVICES 329487 BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 PROGRAM ACTIVITIES 218829 MCMORGAN COMPANY ONE FRONT ST SUITE 500 SAN FRANCISCO CA 94111 CONSULTING 211917 VISION SERVICE PLAN 101 CALIFORNIA STREET 975 SAN FRANCISCO CA 94111 ADMINSTRATIVE SERVICES 121933 6 EMPLOYER CONTRIBUTIONS 900099 102917186 102917186 EMPLOYEE CONTRIBUTIONS 900099 571346 571346 PRESCRIPTION CLAIMS REBATE 900099 124497 124497 103613029 3797335 3797335 99852876 94278953 5573923 5573923 5573923 112984287 103613029 0 9371258 121857108 168667 417457 117938 113642 106853 858762 134239 277663 291260 488838 244494 25920 133440 OTHER EXPENSE 2299 125238580 362570 464285 20833700 17776434 12000000 10500000 125013441 114991244 461809 489460 158671520 144221423 137589 98733 29097554 21569000 29235143 21667733 X 0 0 0 0 129436377 122553690 129436377 122553690 158671520 144221423 -12254293 5371606 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 20742000 CLAIMS PAYABLE AND IBNR 417000 GROUP INSURANCE PREMIUMS PAYABLE 410000 21569000 X 118064633 5371606 5371606 112693027 291260 291260 112984287 129066320 0 129066320 291260 -4119000 -3827740 125238580 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, 2021, 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. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 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 AUDITOR AND FOR SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. FORM 990, PART VI, LINE 2A: THE PLAN HAS 7 EMPLOYEES, HOWEVER THE FORM W-3 REPORTED 36. THERE WERE 29 PARTICIPANTS THAT RECEIVED A W-2 FOR IMPUTED INCOME FOR DOMESTIC PARTNER BENEFITS RECEIVED. SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 1877 828 WEST WASHINGTON BLVD LOS ANGELES CA 90015 770214817 LABOR UNION CA 501(C)(5) N/A SERVICE EMPLOYEES INTERNATIONAL UNION 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 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, 2021, THERE WERE 79 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. ABM ADVANCE BLDG MAINT AIRPORT TERMINAL MGMT ALBERTSONS INC ALLIED UBM ALLIED UNIVERSAL APPRENTICE & JOURNEYMAN ARAMARK FACILITY SERV-GALEN CTR AVIATION SAFEGUARDS BLACKSTONE CONSULTING BUNKER HILL TOWER CONDO ASSOC C & W FACILITY SERV COMMERCIAL CLEANING SYSTEMS COMPASS USA DEL MAR THOROUGHBRED CLUB DIVERSE FACILITY SOLUTIONS, INC. BURBANK DMS ENVIRONMENTAL SERVICE SYSTEMS ESC BLDG SVC LLC FAIRMONT CENTURY PLAZA FLAGSHIP FACILITY SVCS G2 SECURE STAFF GCA SERVICES GROUP INC GELSON'S MARKETS GREENBOX SERVICES GUARANTEE PEST CONTROL, INC ILWU HALL,LOCAL #10 INNOVATIVE FACILITY SERVICES JANITORIAL EQUIPMENT SVCS, INC KOHL BLDG MAINT LA ARENA CO, LLC LA HABRA LEVY PREMIUM FOOD SERV LOCAL 280 PARIMUTUEL EMPLOYEES LOS ANGELES DODGERS MENZIES AVIATION MERCHANTS BLDG MAINT METRO SERV GRP METRO SERV SO MILLENNIUM BILTMORE HOTEL MORRISON HEALTHCARE - BROTMAN MED CTR NATIONAL BUILDING SERVICES LLC NATIONWIDE JANT'L SERV PARAGON SERVICES JANITORIAL PEERLESS BLDG MAINT PRIDE INDUSTRIES RACE TRACK LOCAL 1877 RACE TRACK LOCAL 280 REGENT BEVERLY WILSHIRE HOTEL, INC SANTA FE BUILDING MAINTENANCE SBM SITE SERVICES SEIU LOCAL 121RN SEIU LOCAL 99 SERVICON SYSTEMS INC SERVI-TEK, INC. SOS SECURITY LLC STATER BROTHERS MARKET SUNRISE FLOOR SYSTEMS - RALPH'S BFTS SUPER A FOODS TOWNSHIP BLDG MAINT UNISERV PROJECT MANAGEMENT UNITE HERE LOCAL 2 UNITED BLDG SERVICE US METRO GRP VALLEY VIEW CASINO VON'S GROCERY CO WILSHIRE TERRACE APTS. WORLD SERV WEST SODEXO CALIFORNIA SERVICE EMPLOYEES TRUST FUND ABLE BLDG MAINT ABLE BLDG SERVICES ABM AIR SERVICES ERMC AVIATION INNOVATIVE JANITORIAL SERV PEGASUS BUILDING SERVICES RALPH'S GROCERY CO. WGS GROUP, INC THE ORGANIZATION'S FORM 990 IS FILED LATE FOR THE FISCAL YEAR FROM MAY 1, 2020 THROUGH APRIL 30, 2021. THE TRUST RESPECTFULLY REQUESTS THAT ALL PENALTIES AND INTEREST BE WAIVED DUE TO REASONABLE CAUSE.THE ORGANIZATION ENGAGED A CPA FIRM FOR AUDIT AND TAX SERVICES FOR THE YEAR ENDED APRIL 30, 2021. IN CONNECTION WITH THE AUDIT AND TAX SERVICES, THE LATE FILING WAS DISCOVERED ON MARCH 22, 2022. THE EXTENDED DUE DATE FOR FILING THE FORM 990 WAS MARCH 15, 2022. THE E-FILE AUTHORIZATION (FORM 8879-EO) HAD BEEN MISPLACED BY THE CPA FIRM AND A COMPLETION DATE WAS INADVERTENTLY ENTERED ON THEIR FORM 990 TRACKING LOG, IN ERROR. UPON DISCOVERING THE LATE FILING, THE CPA FIRM NOTIFIED THE ORGANIZATION'S MANAGEMENT AND ADDED THIS REASONABLE CAUSE STATEMENT TO THE FORM 990 UPON APPROVAL OF THE ORGANIZATION'S MANAGEMENT. THE LATE FILING OF FORM 990 WAS DUE TO AN ISOLATED ERROR BY THE CPA FIRM AND NOT DUE TO WILLFUL NEGLECT.BASED ON THE ABOVE EXPLANATION, THE ORGANIZATION BELIEVES THERE IS REASONABLE CAUSE FOR THE LATE FILING OF THE FORM 990 FOR THE FISCAL YEAR MAY 1, 2020, THROUGH APRIL 30, 2021. THE ORGANIZATION RESPECTFULLY REQUESTS THE IRS TO WAIVE ANY PENALTIES AND INTEREST.