2016-11-04T13:17:31-05:00 2015-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 S FREMONT AVENUE SUITE 802 LOS ANGELES CA 900711706 990 2015-01-01 956097354 SOUTHERN CALIFORNIA PIPE TRADES VACATION AND HOLIDAY FUND SOUT 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 DON CHASE TRUSTEE 2133856161 2016-11-04 P01406987 2138929090 2015 2017-02-10 21:41:12Z 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 29951866 0 X WWW.SCTPAC.ORG X 1951 CA PROVIDE VACATION AND HOLIDAY BENEFITS 25 25 0 0 0 0 0 0 25706043 26096514 2608 41581 328514 332992 26037165 26471087 0 0 25706043 26096514 0 0 0 0 0 386180 380478 26092223 26476992 -55058 -5905 13285826 17371802 13139924 17202382 145902 169420 PROVIDE VACATION AND HOLIDAY BENEFITS 0 0 26277827 THE PLAN PROVIDES VACATION AND HOLIDAY BENEFITS COVERING EMPLOYEES OF VARIOUS EMPLOYER GROUPS AND SELECTED UNION LOCALS. APPROXIMATELY 6500 MEMBERS BENEFIT FROM THE PLAN. 26277827 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 0 0 0 0 0 0 0 0 0 X 25 25 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X MARCUS CHIN CFO 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 X X DON CHASE TRUSTEE-CHAIR 2.00 38.00 X 0 0 0 GARY L COOK TRUSTEE-UNION-CO-CHAIR 2.00 38.00 X 0 0 0 LAWRENCE VERNE TRUSTEE 2.00 38.00 X 0 0 0 ROBERT FELIX TRUSTEE-CO-SECRETARY 2.00 38.00 X 0 0 0 GLEN NOLTE TRUSTEE-UNION 2.00 38.00 X 0 0 0 BRYAN SUTTLES TRUSTEE 2.00 38.00 X 0 0 0 KEN JENKINS TRUSTEE-UNION 2.00 38.00 X 0 0 0 MILTON GOODMAN TRUSTEE 2.00 38.00 X 0 0 0 RODNEY COBOS TRUSTEE-UNION 2.00 38.00 X 0 0 0 MARK FOREMAN TRUSTEE-UNION 2.00 38.00 X 0 0 0 DAVID ZECH TRUSTEE 2.00 38.00 X 0 0 0 WALT FRENCH TRUSTEE-UNION 2.00 38.00 X 0 0 0 STEVE SHIRLEY TRUSTEE 2.00 38.00 X 0 0 0 WALTER SCOTT BAKER-APPEALS COMMITTE TRUSTEE 2.00 38.00 X 0 0 0 JOHN ODOM TRUSTEE 2.00 38.00 X 0 0 0 RICHARD SAWHILL TRUSTEE 2.00 38.00 X 0 0 0 STEVE DARNELL TRUSTEE 2.00 38.00 X 0 0 0 GLENN SANTA CRUZ TRUSTEE-UNION 2.00 38.00 X 0 0 0 VINCENT DIAZ TRUSTEE-UNION 2.00 38.00 X 0 0 0 RAY LEVANGIE JR TRUSTEE-UNION 2.00 38.00 X 0 0 0 RICHARD EDWARDS TRUSTEE-UNION-APPEALS COMMMITTEE 2.00 38.00 X 0 0 0 CHIP MARTIN TRUSTEE 2.00 38.00 X 0 0 0 MICHAEL HARTLEY TRUSTEE-UNION 2.00 38.00 X 0 0 0 JEFF THOMAS TRUSTEE-UNION 2.00 38.00 X 0 0 0 STEVEN GOMEZ TRUSTEE-UNION 2.00 38.00 X 0 0 0 MICHAEL LAYTON TRUSTEE-UNION-SECRETARY 2.00 38.00 X 0 0 0 ROBERT LAKE TRUSTEE 2.00 38.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 26096514 26096514 26096514 62244 62244 3460116 3480779 -20663 -20663 -20663 WITHDRAWAL FEE 900099 332992 332992 332992 26471087 26471087 0 0 26096514 26096514 181313 181313 60098 60098 67541 67541 19646 19646 3478 3478 4363 4363 41250 41250 2789 2789 26476992 26277827 199165 0 225132 171263 8006363 4189493 2598639 3366829 805 4864 2454887 9639353 13285826 17371802 5671 2698310 13134253 14504072 13139924 17202382 X 0 0 0 0 145902 169420 145902 169420 13285826 17371802 X -5905 -32120 61543 X X 0 1 X 1 0 0 VACATION AND HOLIDAY BENEFITS PAYABLE 13374852 DUE TO SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION 65819 UNCLAIMED VACATION BENEFITS PAYABLE 1063401 14504072 X 26438967 -32120 -32120 26471087 0 26471087 26476992 0 26476992 0 26476992 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY(OR ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S MANAGEMENT DUTIES INCLUDING ACCOUNTING FUNCTIONS AND PAYMENT OF VACATION BENEFITS TO ITS MEMBERS ARE PERFORMED BY SCPT ADMINISTRATIVE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. ALSO,A COPY IS PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ARE FIDUCIARIES WHO ARE OBLIGED TO COMPLY WITH THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), MANDATORY AND DETAILED STATUTORY, REGULATORY AND FEDERAL COMMON LAW; ADDRESSING THEIR DUTY AS FIDUCIARIES TO IDENTIFY, AVOID AND DISCLOSE CONFLICTS OF INTEREST, AS WELL AS PROHIBITED TRANSACTIONS. AS REQUIRED UNDER ERISA, THE TRUSTEES EVALUATE AND MONITOR POTENTIAL CONFLICTS IN THEIR RETENTION AND DEALINGS, WITH SERVICE PROVIDERS AND AS OTHER CIRCUMSTANCES WARRANT. TRUSTEES ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS WHEN AN AVOIDABLE CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION INTENDS TO COMPLY WITH ALL REQUIREMENTS UNDER FEDERAL LAW, INCLUDING THE TAX CODE AND THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. IT MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS, IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY OF THESE DOCUMENTS, THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. FORM 990, PART VII, LINE 1A 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 VII, SECTION A, COLUMN E COMPENSATION DISCLOSURES: 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 FUND IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT FUNDS. 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 XI, LINE 9: FORFEITURES OF UNCLAIMED BENEFITS 61,543. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES AND THE FINANCE COMMITTEE HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT NONE SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE NONE SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS NONE SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION FUND NONE SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS SURVIVING SPOUSE HEALTH PLAN NONE SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0