2018-02-07T11:07:59-06:00 2017-04-30 522385296 LINDQUIST LLP 600 PARKWAY WEST STE 300 ORANGE CA 928687901 990 2016-05-01 956041102 BRICK MASONS HEALTH AND WELFARE TRUST FUND BRIC 6266461090 1050 LAKES DRIVE NO 120 WEST COVINA CA 917902910 LUPE ALDACO JR TRUSTEE 6266461090 2018-02-07 1 RICHARD G THIERMANN P00974294 7142570100 66.7.226.66 2018-02-07 09:07:49 PS P AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 6DD8E3D40C39F05221E97E07BD1CB8F36D910CAE 2016 2021-01-29 14:40:06Z JIMMY SMITH 1050 LAKES DRIVE NO 120 WEST COVINA CA 917902910 7998818 0 X N/A X 1960 CA TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS. 8 0 0 0 0 0 0 0 7179116 7647730 123350 124787 20370 5445 7322836 7777962 0 0 6881046 6722446 0 0 0 0 0 382025 404404 7263071 7126850 59765 651112 5901583 6802322 3721555 3954535 2180028 2847787 PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 PROVIDED HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 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 1 127 0 1 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 0 0 0 X BARRY OSHAROW ADMINISTRATOR - BENESYS INC 6266461090 1050 LAKES DR STE 120 WEST COVINA CA 91790 X DICK WHITNEY TRUSTEE 2.00 X 0 0 0 DANIEL GARCIA SECRETARY/TRUSTEE 2.00 X X 0 0 0 DOUG SLES TRUSTEE 2.00 X 0 0 0 FRANK SMITH TRUSTEE 2.00 X 0 0 0 KENNETH TEJEDA TRUSTEE 2.00 X 0 0 0 JIMMY SMITH CHAIRMAN/TRUSTEE 2.00 X X 0 0 0 DANA KEMP TRUSTEE 2.00 X 0 0 0 ROBERT COLLINS TRUSTEE - PAST 2.00 X 0 0 0 LUPE ALDACO JR TRUSTEE 2.00 X 0 0 0 JOHN CHRYSLER ALTERNATE TRUSTEE 2.00 X 0 0 0 CHAD BOGGIO ALTERNATE TRUSTEE 2.00 X 0 0 0 CHRIST BRISSON ALTERNATE TRUSTEE 2.00 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 1 0 0 1 0 0 0 0 0 BENESYS INC 1050 LAKES DRIVE SUITE 120 WEST COVINA CA 91790 ADMINISTRATIVE FEES 202990 1 EMPLOYER CONTRIBUTIONS 900099 7400994 7400994 PARTICIPANT CONTRIBUTI 900099 246736 246736 7647730 126078 126078 219565 220856 -1291 -1291 -1291 OTHER INCOME 900099 5445 5445 5445 7777962 7653175 0 124787 6722446 196123 21969 27127 34045 84255 19044 5336 16505 7126850 961494 1176528 769220 843192 3518 5036 4151609 4758220 15742 19346 5901583 6802322 49684 15174 3671871 3939361 3721555 3954535 X 0 0 0 0 2180028 2847787 2180028 2847787 5901583 6802322 651112 16647 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED 285200 ACCUMULATED ELIGIBILITY CREDITS 3533000 RECIPROCITY PAYABLE 121161 3939361 X 7760564 16647 16647 7743917 34045 34045 7777962 6863105 0 6863105 34045 229700 263745 7126850 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY 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 HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 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. THE PLAN 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 3 THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL TRUSTEE IS REQUIRED TO DISCLOSE TO THE FULL BOARD OF TRUSTEES ANY SIGNIFICANT TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST WHEN INTERVIEWING NEW VENDORS OR SERVICE PROVIDERS. IF A TRUSTEE DISCLOSES A CONFLICT OF INTEREST, HE OR SHE IS DISMISSED FROM THE DISCUSSION AND VOTE. 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, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BRICK MASONS APPRENTICESHIP & TRAINING TRUST FUND 1050 LAKES DR STE 120 WEST COVINA CA 91790 956132893 TRAINING CA 501(C)(5) N/A N/A 0 BRICK MASONS PENSION TRUST 1050 LAKES DR STE 120 WEST COVINA CA 91790 956093333 RETIREMENT BENEFITS CA 501(C)(A) N/A N/A 0 SOUTHERN CALIFORNIA BRICKLAYERS PENSION 1050 LAKES DR STE 120 WEST COVINA CA 91790 956835541 RETIREMENT BENEFITS CA 501(C)(A) N/A N/A 0 BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL 4 CALIFORNIA 12921 RAMONA BLVD STE F IRWINDALE CA 91706 950865935 MEMBER REPRESENTATION CA 501(C)(5) N/A N/A 0 BRICK MASONS BOND TRUST FUND 1050 LAKES DR STE 120 WEST COVINA CA 91790 753170885 BOND DEPOSITS CA N/A T 0.57190 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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, 2017, THERE ARE APPROXIMATELY 69 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE 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 THE VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ADVANCED CONSTRS CORP AGI MARBLE COMPANY ALL AMERICAN ASPHALT AMERICAN TILE & BRICK ARSI CORPORATION B&B INDUSTRIAL SERVICE BIELSKI SPECIALTY SERVICE BRATTON MASONRY INC BRICKLAYERS LOCAL #4 CALIFORNIA GRANITE & FLOORING CARNEVALE & LOHR CARRARA MARBLE CARRIER MAUSOLEUMS CONSTR CHRISTIAN REGENFUSS MASONRY, INC CITY OF LOS ANGELES CLEVELAND MARBLE COLUMBIA STONE INC CORNERSTONE MASONRY INC CORNERSTONE MASONRY- PSA CORRADINI CORPORATION DEPARTMENT OF GENERAL SERVICES DEPT OF CORR&REHAB/CAPITA DEPT OF WATER & POWER DORFMEIER MASONRY INC DSM CONSTRUCTION INC ENTERPRISE CONSTRUCTION - PLA FRANK S. SMITH MASONRY, INC GINGER J. - PSA GMAC CONSTRUCTION GRANSTROM MASONRY INC GRIFFITH COMPANY HENSON COMPANY INC INDUSTRIAL MASONRY INC J B MARBLE COMPANY J. A. LYNCH MASONRY J.T. THORPE & SON, INC JOINT APPR COMMITTEE KRETSCHMAR & SMITH INC L JOHNSON CONSTRUCTION INC LINDERO MASONRY LNA CONCRETE MASONRY CONCEPTS INC METRO BUILDERS & ENGINEER MILCO CONSTRUCTORS INC NEW GENERATION ENGINEERING NIBBELINK MASONRY - PLA NUWAY INC - PLA PALMER FRANK C MASONRY PAVER PLUS INC - PSA R & R MASONRY INC RECON REFRACTORY & CONSTR REGAL INDUSTRIES, INC. REYCON CONSTRUCTION INC REYES ELECTRIAL CONTRACTOR, INC - PLA REYES MASONRY CONTRACTORS SADDLEBACK WATERPROOFING SAMPLE TILE & STONE SANTA BARBARA MASONRY TRUST FUND SHARED SYSTEMS TECHNOLOGY SMG STONE COMPANY SOUTHERN COUNTIES QUALITY STONEY MASONRY INC TECSTONE INC VALLEY WATERPROOFING INC WESTERN TILE & MARBLE WESTERN WATERPROOFING WINEGARDNER MASONRY INC ZEOLLA MARBLE COMPANY THE NEW GENERATION ENGINERRING