2020-11-16T15:00:11-06:00 2019-12-31 450250958 EIDE BAILLY LLP 3130 CROW CANYON PL STE 300 SAN RAMON CA 945831386 990 2019-01-01 956053542 KERN COUNTY ELECTRICAL WORKERS HEALTH AND WELFARE TRUST KERN 6613259471 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 JIM ELROD TRUSTEE 6613259471 2020-11-16 1 THERESA MONTGOMERY CPA P00232100 9254804000 2020-11-16 99.110.55.147 2020-11-16 14:59:57 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 327E456370A643C83A1BB4325D39191A230D016A 2019 2022-01-07 14:23:13Z JIM ELROD 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 11963256 0 X WWW.WIREMAN.COM X 1978 CA TO PROVIDE HEALTH BENEFITS 6 6 0 6 0 0 0 0 8794222 10282573 331799 686551 0 0 9126021 10969124 0 0 8208221 9501583 0 0 0 0 0 298467 319681 8506688 9821264 619333 1147860 14551130 16289134 3375792 3710774 11175338 12578360 TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS. 0 0 9821264 PROVIDE HEALTH, DENTAL, LIFE AND DISABILITY INSURANCE FOR PLAN PARTICIPANTS. 9821264 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 X CONSTRUCTION BENEFITS ADMINISTRATOR 6613259471 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 X X JAMES ELROD CHAIRMAN 2.00 X 0 0 0 CODY BROOKS SECRETARY-TREASURER 2.00 X 0 0 0 BRIAN HOLT UNION TURSTEE 2.00 X 0 0 0 TONY URZANQUI UNION TURSTEE 2.00 X 0 0 0 PAUL WHITE MANAGEMENT TRUSTEE 2.00 X 0 0 0 JACK BELLOWS MANAGEMENT TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 9793284 9793284 SELF PAY AND DEPENDENT PREMIUMS 900099 487702 487702 LIQUIDATED DAMAGES, LEGAL RECOVER 900099 1587 1587 10282573 435966 435966 1244717 994132 250585 250585 250585 10969124 10533158 0 435966 9501583 82284 26074 15959 12938 81437 1530 19461 25138 9828 15796 18589 MAINTENANCE AND REPAIRS 3709 TELEPHONE 3388 POSTAGE 1401 BANK CHARGES 1164 985 9821264 621702 664798 1477196 1501087 1070119 917853 0 11733 11313288 13152332 68825 41331 14551130 16289134 163792 50774 3212000 3660000 3375792 3710774 X 0 0 0 0 11175338 12578360 11175338 12578360 14551130 16289134 1147860 255162 0 X X 0 1 X 1 0 0 GROUP MEDICAL INSURANCE PREMIUMS 1461000 ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS 2199000 3660000 X 11211348 255162 255162 10956186 12938 12938 10969124 9360326 3212000 3212000 6148326 12938 3660000 3672938 9821264 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE PLAN AND RELATED TRUST WERE DESIGNED IN ACCORDANCE WITH THE APPLICABLE REGULATIONS OF THE INTERNAL REVENUE CODE (IRC). SUBSEQUENT TO THE ISSUANCE OF THIS DETERMINATION LETTER, THE PLAN WAS AMENDED. HOWEVER, THE SPONSOR AND PLAN MANAGEMENT BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC, AND THE PLAN AND RELATED TRUST CONTINUE TO BE TAXEXEMPT. 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2018 3,212,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2019 3,660,000. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH CONSTRUCTION BENEFITS ADMINISTRATION, INC. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REQUIRED TO SIGN-OFF A MONITOR POLICY, WHICH REQUIRES THEM TO REVEAL ANY CONFLICTS OF INTEREST WHICH MAY HAVE OCCURRED DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE FORM IS AVAILABLE AT THE TRUST OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE TO THE PUBLIC. FORM 990, PART VII, SECTION "A" THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS TRUST IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS TRUST AND RELATED BENEFIT FUNDS. FORM 990, PART VII, SECTION "A" TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. THE UNION TRUSTEES LISTED ON PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCALS' LM-2 FILINGS WITH THE DEPARTMENT OF LABOR. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITOR. KERN COUNTY ELECTRICAL WORKERS PENSION TRUST 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 956123049 TO PROVIDE PENSION BENEFITS CA 401(A) NONE 0 KERN COUNTY ELECTRICAL WORKERS JOURNEYMAN & APPRENTICE 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 956053541 TO PROVIDE TRAINING CA 501(C)(5) NONE 0 CONSTRUCTION BENEFIT ADMINISTRATION INC 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 953142450 TO PROVIDE ADMINISTRATIVE SERVICES CA NONE C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CONSTRUCTION BENEFIT ADMINISTRATION INC P 183714 PERCENTAGE, ALLOCATION FORMULA PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS: IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.