2017-12-08T12:44:55-06:00 2017-01-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2016-02-01 946085742 SOLANO-NAPA HEALTH AND WELFARE TRUST FUND SOLA 9252089999 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 KEVIN COLEMAN TRUSTEE 9252089999 2017-12-08 1 JASMINE S BAKER P01452246 9252779100 66.7.226.66 2017-12-08 10:44:43 PS P 826A4C18F58E8E14B0E7F5A981FD18CE04E3C707 AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 2016 2017-02-10 21:41:12Z KEVIN COLEMAN 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 7022802 0 X N/A X 1954 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 9 0 0 0 0 0 0 0 6570206 6841985 157785 175817 0 0 6727991 7017802 0 0 5634501 6306857 3908 3977 0 0 0 497061 454965 6135470 6765799 592521 252003 12171990 12690950 1780577 1944363 10391413 10746587 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDED MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS 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 0 1 0 0 1 108 0 1 0 0 0 0 0 0 0 X 9 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X BENESYS INC 9252089999 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON CA 94566 X KEVIN COLEMAN TRUSTEE 1.00 X 0 0 0 STEVE GARCIA TRUSTEE 1.00 X 1828 0 0 BRIAN HANSEN TRUSTEE 1.00 X 1213 0 0 STANLEY NELSON TRUSTEE 1.00 X 936 0 0 GREG ARMSTRONG TRUSTEE 1.00 X 0 0 0 GREG LONG TRUSTEE - PAST 1.00 X 0 0 0 JESS ZUNIGA TRUSTEE 1.00 X 0 0 0 RUBEN PEREZ TRUSTEE 1.00 X 0 0 0 SCOT VANBUSKIRK TRUSTEE 1.00 X 0 0 0 PATTI LONG TRUSTEE 1.00 X 0 0 0 DAN BROADWATER TRUSTEE - PAST 1.00 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.00 X 0 0 0 3977 0 0 0 0 0 0 BENESYS INC 7180 KOLL CENTER PARKWAY PLEASANTON CA 94566 THIRD PARTY ADMINISTRATOR 209019 1 EMPLOYER CONTRIBUTIONS 900099 6594118 6594118 PARTICIPANT CONTRIBUTI 900099 247867 247867 6841985 170792 170792 10025 5000 5025 5025 5025 7017802 6841985 0 175817 6306857 3977 202220 50365 72865 30739 58000 16738 9824 12203 OTHER EXPENSES 2011 6765799 1737091 1412265 3371308 3986293 725711 676002 6261 9618 6331619 6606772 12171990 12690950 128577 34363 1652000 1910000 1780577 1944363 X 0 0 0 0 10391413 10746587 10391413 10746587 12171990 12690950 252003 103171 0 X 0 0 0 0 ACCUMULATED ELIGIBILITY CREDITS 1910000 1910000 X PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JANUARY 31, 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'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: 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-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART VI, LINES 12 AND 19: THE SOLANO NAPA HEALTH AND WELFARE TRUST FUND CONSISTS OF TWO PLANS. THE INDIVIDUAL PLANS HAVE AUDITED FINANCIAL STATEMENTS; HOWEVER, THE TRUST DOES NOT. THE SOLANO NAPA COUNTIES ELECTRICAL WORKERS PENSION TRUST 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON CA 94566 946220673 TO PROVIDE PENSION BENFITS TO MEMBERS CA 501(A) N/A N/A 0 IBEW LOCAL # 180 720B TECHNOLOGY WAY NAPA CA 94558 940577276 TO IMPROVE AND PROMOTE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS CA 501(C)(5) N/A N/A 0 NOR CAL CHAPTER NAT'L ELECT CONTRACTORS ASSOC 6300 VILLAGE PARKWAY DUBLIN CA 94568 941005907 SEE EXPLANATION ON PART VII CA 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II: PRIMARY ACTIVITY: NORCAL CHAPTER NAT'L ELECT CONTRACTORS ASSOC.: REPRESENT, MAINTAIN, AND ADVANCE THE QUALITY OF ELECTRICAL SERVICE OFFERED TO THE PUBLIC AND INDUSTRY. FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31, 2017, THERE ARE APPROXIMATELY 51 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERL TAX CLASSIFICATIONS (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE EASILY 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. ARKTOS INC. ARTISTIC LIGHTING & ELECTRIC BANISTER ELECTRICAL CONSTRUCTION BLOCKA CONSTRUCTION BOCKMON & WOODY ELECTRICAL BOWERS ELECTRIC BUZZ ELECTRIC COLLINS ELECTRIC INC COLUMBIA ELECTRIC CON J FRANKE ELECTRIC CROCKETT ELECTRIC DECKER ELECTRIC DIRECT DIGITAL CONTROLS EMCOR SERVICE - MESA FULL SERVICE ELECTRIC GRAFTON ELECTRIC GRAFTON ELECTRIC-PEN SUBSCRIPT GUARANTEE ELECTRICAL IBEW LOCAL 180 JOE LUNARDI ELECTRIC KAISER FOUNDATION HOSPITAL L & H AIRCO LEDBETTER ELECTRIC LONG ELECTRIC M&M ELECTRIC MCGRATH ELECTRIC MIKE BROWN ELECTRIC NAPA ELECTRICAL SHOP NAPA STATE HOSPITAL NORTHERN ELECTRIC POWER TELECOM & SECURITY, INC. R&D ELECTRIC R. MCCLURE ELECTRIC RC ELECTRIC REDWOOD ELECTRIC GROUP SAC VALLEY ELECTRIC SCHETTER ELECTRIC SOLANO NAPA CO JATC SPARTAN ELECTRIC ST FRANCIS ELECTRICAL STATE OF CALIFORNIA STEINY & COMPANY SUN SYSYTEM TECHNOLOGY SYSERCOC TRINITY EMCS W. BRADLEY ELECTRIC WEAVER ELECTRIC WEST COAST ELECTRIC SERVICE CO WHITTINGTON ELECTTIC WOLTZ ELECTRIC ZECO ELECTRIC