2016-11-28T18:19:41-06:00 2016-01-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2015-02-01 946085742 SOLANO-NAPA HEALTH AND WELFARE TRUST FUND SOLA 9252089999 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 GREG ARMSTRONG TRUSTEE 9252089999 2016-11-28 1 JASMINE S BAKER P01452246 9252779100 2015 2017-02-10 21:41:12Z GREG ARMSTRONG 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 9257717 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 6481400 6570206 40343 157785 0 0 6521743 6727991 0 0 5263279 5634501 2162 3908 0 0 0 455814 497061 5721255 6135470 800488 592521 11661559 12171990 1665940 1780577 9995619 10391413 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 1 187 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 JESS ZUNIGA TRUSTEE 1.00 X 0 0 0 DAN BROADWATER TRUSTEE 1.00 X 0 0 0 DON CAMPBELL TRUSTEE - PAST 1.00 X 0 0 0 RUBEN PEREZ TRUSTEE 1.00 X 0 0 0 STANLEY NELSON TRUSTEE 1.00 X 610 0 0 GREG ARMSTRONG TRUSTEE 1.00 X 0 0 0 GREG LONG TRUSTEE 1.00 X 0 0 0 BRIAN HANSEN TRUSTEE 1.00 X 1486 0 0 STEVE GARCIA TRUSTEE 1.00 X 1087 0 0 SCOT VANBUSKIRK TRUSTEE 1.00 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.00 X 0 0 0 3183 0 0 0 0 0 0 BENESYS INC 7180 KOLL CENTER PARKWAY PLEASANTON CA 94566 THIRD PARTY ADMINISTRATOR 249435 1 EMPLOYER CONTRIBUTIONS 900099 6334528 6334528 PARTICIPANT CONTRIBUTIONS 900099 235678 235678 6570206 155317 155317 2532194 2529726 2468 2468 2468 6727991 6570206 0 157785 5634501 3908 238278 54174 75237 28171 59841 18443 10929 11988 6135470 1817579 1737091 2936709 3371308 530124 725711 7429 6261 6369718 6331619 11661559 12171990 151940 128577 1514000 1652000 1665940 1780577 X 0 0 0 0 9995619 10391413 9995619 10391413 11661559 12171990 592521 -196727 0 X 0 0 0 0 ACCUMULATED ELIGIBILITY CREDITS 1652000 1652000 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, 2016, 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 2013. 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 11 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, BENSYS, 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. SOLANO-NAPA COUNTIES ELECTRICAL WORKERS PENSION PLAN 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON CA 94566 946220673 TO PROVIDE PENSION BENEFITS TO MEMBERS CA 501(A) N/A N/A 0 SOLANO-NAPA COUNTIES ELECTRICAL WORKERS PROFIT SHARING PLAN 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 PRGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF 1/31/16, THERE ARE APPROXIMATELY 47 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 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 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. ARTISTIC LIGHTING & ELEC BANISTER ELECTR. CONSTR BLOCKA CONSTRUCTION BOCKMON & WOODY ELEC BOWERS ELECTRIC BUZZ ELECTRIC CHERNE CORPORATION COLLINS ELECTRIC INC COLUMBIA ELEC CONST CON J FRANKE ELECTRIC CONTRA COSTA ELECTRIC CROCKETT ELECTRIC CUPERTINO ELECT INC DECKER ELECTRIC CO.INC DIRECT DIGITAL CONTROLS ELITE POWER, INC GRAFTON ELECTRIC GRAFTON ELECTRIC-PEN SUBSCRIPT GUARANTEE ELECTRICAL IBEW LOCAL 180 (SUBSRIPT JOE LUNARDI ELECTRIC KAISER FOUNDATION HOSP L & H AIRCO LONG ELECTRIC MCGRATH ELECTRIC INC MIKE BROWN ELECTRIC NAPA ELECT. SHOP NAPA STATE HOSPITAL NORTHERN ELECTRIC INC PDE TOTAL ENERGY SOLUTIONS R. MCCLURE ELECTRIC REDWOOD ELECTRIC GROUP SAC VALLEY ELECTRIC SCHETTER ELECTRIC INC SOLANO NAPA CO JATC SPARTAN ELECTRIC ST FRANCIS ELECT STATE OF CALIFORNIA STEINY & COMPANY SYSERCO, INC TRINITY EMCS INC. W. BRADLEY ELECTRIC WEST COAST ELECTRIC SERV CO WHITTINGTON ELECT WOLTZ ELECTRIC ZECO ELECTRIC ZECO ELECTRIC - PEN SUBSCRIPT