2018-05-03T12:18:56-05:00 2017-06-30 522385296 LINDQUIST LLP 600 CITY PARKWAY WEST SUITE 300 ORANGE CA 92868 990 2016-07-01 953846186 LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 HEALTH AND WELFARE PLAN LOSA 3106391014 3460 FLETCHER AVENUE EL MONTE CA 91731 XAVIER CAMPOS TRUSTEE 3106391014 2018-05-03 1 RICHARD THIERMANN P00974294 7142570100 66.7.226.66 2018-05-03 10:18:22 PD P 6DD8E3D40C39F05221E97E07BD1CB8F36D910CAE AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 2016 2021-01-29 14:40:06Z XAVIER CAMPOS 3460 FLETCHER AVENUE EL MONTE CA 91731 89552833 0 X HTTP://LOCAL1014MEDICAL.ORG X 1978 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 7 5 27 0 44768 43767 0 0 72083718 77933782 3520962 5844731 0 11091 75604680 83789604 0 0 57869904 59232614 2209770 2475640 0 0 0 4373916 4734454 64453590 66442708 11151090 17346896 139940647 169757964 12101935 13185009 127838712 156572955 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 PROVIDED MEDICAL, MENTAL HEALTH, SUBSTANCE ABUSE, DENTAL, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUG, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 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 23 0 1 27 1 1 1 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X REG CYRUS 3106391014 3460 FLETCHER AVENUE EL MONTE CA 91731 X DAVID MORSE TRUSTEE 2.00 X 0 0 0 GERARDO SILVA TRUSTEE 2.00 X 0 0 0 XAVIER CAMPOS CHAIRMAN 2.00 X X 6250 0 0 MARK BARTHOLOMEW TRUSTEE 2.00 X 6000 0 0 DAVID GILLOTTE TRUSTEE 2.00 X 0 0 0 DONALD LASSIG SECRETARY 2.00 X X 6250 0 0 JOHN BISHOP TRUSTEE 2.00 X 5750 0 0 CAROL MOORE PATIENT CARE COORDINATOR 40.00 X 102773 0 17550 REGINALD CYRUS ADMINISTRATIVE MANAGER 40.00 X 120000 0 28518 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 0 0 247023 0 46068 2 0 0 0 EPLAN LLC 4949 SOUTH SYRACUSE STREET STE 550 DENVER CO 80237 CONSULTANTS 1380894 ANTHEM BLUE CROSS 21555 OXNARD STREET WOODLAND HILLS CA 91367 CLAIMS PROCESSING 980124 ARISTOTLE CAPITAL MANAGEMENT LLC 11100 SANTA MONICA BLVD 1700 LOS ANGELES CA 90025 INVESTMENT MANAGER 296477 VSP VISION CARE 5000 AIRPORT PLAZA DRIVE SUITE 250 LONG BEACH CA 90815 ADMINISTRATIVE CLAIMS FEES 169197 CITYSCAPE IT PROS 23371 MULHOLLAND DRIVE STE 237 WOODLAND HILLS CA 91364 IT SERVICE 155596 6 EMPLOYER CONTRIBUTION 900099 75735599 75735599 EMPLOYEE CONTRIBUTIONS 900099 2198183 2198183 77933782 2702550 44768 2657782 8905410 5763229 3142181 3142181 3142181 MISCELLANEOUS 900099 11091 11091 11091 83789604 77944873 44768 5799963 59232614 24250 1734169 221212 377521 118488 30830 55047 397354 3168746 353308 247263 254737 57254 30080 56927 82908 66442708 4284153 2217295 55692352 69934618 135690 44894 14777 15800 308098 228570 111100 79528 68261580 84021163 11440995 13444666 139940647 169757964 258935 421009 11843000 12764000 12101935 13185009 X 0 0 0 0 127838712 156572955 127838712 156572955 139940647 169757964 17346896 11387347 0 X X 0 1 X 1 0 308098 228570 79528 79528 REAL ESTATE INVESTMENT FUNDS 13444666 F 13444666 CLAIMS PAYABLE AND IBNR 12764000 12764000 X 94779597 11387347 11387347 83392250 397354 397354 83789604 65124354 0 65124354 397354 921000 1318354 66442708 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT AS OF JUNE 30, 2017, 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. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014. PART XII, LINE 4B-OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED ALL MEMBERS OF THE GOVERNING BODY WITH A COPY OF THE FORM 990 VIA E-MAIL. A HARD COPY WAS ALSO PROVIDED TO EACH MEMBER AT THE PLAN'S REGULAR BOARD MEETING. THE FORM 990 WAS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE ADMINISTRATIVE MANAGER. THE FORM 990 WAS COMPARED AND RECONCILED AGAINST EACH LINE ITEM OF THE AUDITED FINANCIAL STATEMENTS. THE FORM 990 WAS REVIEWED PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. ALL CONTRACTS AND AGREEMENTS FOR SERVICES AND ANY PAYMENTS MADE ARE APPROVED BY THE ADMINISTRATIVE MANAGER TO ENSURE THAT THERE IS NO RELATIONSHIP WITH A PARTY IN INTEREST. HIRING OF ALL EMPLOYEES IS ALSO APPROVED BY THE ADMINISTRATIVE MANAGER. ANY CONFLICT OF INTEREST IS REPORTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. THE ORGANIZATION USES THE "EMPLOYERS GROUP COMPENSATION & BENEFITS SURVEY SUITE" SOFTWARE TO DETERMINE COMPARABLE COMPENSATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE ORGANIZATION DOCUMENTS THE DELIBERATION AND DECISIONS MADE FOR COMPENSATION ARRANGEMENTS IN THE EXECUTIVE SESSION MINUTES. THIS PROCESS WAS LAST USED JULY 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: COMPENSATION REPORTED ON PART VII, SECTION A, REPRESENTS STIPENDS PAID TO RETIRED TRUSTEES FOR ATTENDING THE BOARD OF TRUSTEES MEETINGS. TRUSTEES WHO ARE ACTIVE FIREFIGHTERS EMPLOYED BY OTHER RELATED ORGANIZATIONS ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO ACTIVE TRUSTEES IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE ORGANIZATION, LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 UNION. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS LOCAL 1014 UNION 3460 FLETCHER AVENUE EL MONTE CA 91731 951943626 UNITE MEMBERS TO IMPROVE ECONOMIC ADVANTAGES CA 501(C)(5) N/A N/A 0 COUNTY OF LOS ANGELES 500 WEST TEMPLE STREET LOS ANGELES CA 90012 956000927 PROVIDE SERVICES TO RESIDENTS OF THE COUNTY CA N/A N/A N/A 0 CITY OF MONTEREY PARK 320 WEST NEWMARK AVE MONTEREY PARK CA 91754 956000747 PROVIDE SERVICES TO RESIDENTS OF THE CITY CA N/A N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS LOCAL 1014 UNION K 254737 RENT PAID PER LEASE AGREEMENT INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS LOCAL 1014 UNION P 291427 COMMON EXPENSES ALLOCATED