2016-01-29T17:34:34-06:00 2015-04-30 522385296 LINDQUIST LLP 600 PARKWAY WEST STE 300 ORANGE CA 928687901 990 2014-05-01 956041102 BRICK MASONS HEALTH AND WELFARE TRUST FUND BRIC 6266461090 1050 LAKES DRIVE NO 120 WEST COVINA CA 917902910 RICHARD WHITNEY TRUSTEE 6266461090 2016-01-29 1 RICHARD G THIERMANN P00974294 7142570100 2014 2016-04-25 22:37:26Z RICHARD WHITNEY 1050 LAKES DRIVE NO 120 WEST COVINA CA 917902910 7837828 0 X N/A X 1960 CA TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS. 8 0 0 0 0 0 0 0 4844635 4900565 141155 236784 787 45 4986577 5137394 0 0 5895902 5695110 0 0 0 0 0 330210 339564 6226112 6034674 -1239535 -897280 6551366 5878427 3424697 3667486 3126669 2210941 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 1 103 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 DICK WHITNEY TRUSTEE 2.00 X 0 0 0 DANIEL GARCIA TRUSTEE 2.00 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 TRUSTEE 2.00 X 0 0 0 DANA KEMP TRUSTEE 2.00 X 0 0 0 GARY ANTHONY 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 183054 1 EMPLOYER CONTRIBUTIONS 900099 4657576 4657576 PARTICIPANT CONTRIBUTIONS 900099 242989 242989 4900565 137133 137133 2800085 2700434 99651 99651 99651 OTHER INCOME 900099 45 45 45 5137394 4900565 0 236829 5695110 185027 6733 27767 3728 75817 12740 4730 14991 BOND FUND EXPENSE 8031 6034674 551883 810807 446463 617512 2101 2213 5521132 4436403 29787 11492 6551366 5878427 13148 44246 3411549 3623240 3424697 3667486 X 0 0 0 0 3126669 2210941 3126669 2210941 6551366 5878427 -897280 -18448 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED 69800 ACCUMULATED ELIGIBILITY CREDITS 3466000 DUE TO RELATED ENTITIES 5682 RECIPROCITY PAYABLE 81758 3623240 X 5115218 -18448 -18448 5133666 3728 3728 5137394 5832106 0 5832106 3728 198840 202568 6034674 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, 2015, 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 2012. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION 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 OTHER COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS. FORM 990, PART VI, SECTION B, LINE 11 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 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. 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-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS, INC. 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 46 0.56240 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, 2015, THERE ARE APPROXIMATELY 68 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 PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A.R.S.I. CORPORATION ADVANCED CONSTRS CORP AGI MARBLE COMPANY ALL AMERICAN ASPHALT AMERICAN TILE & BRICK B&B INDUSTRIAL SERVICE BIELSKI SPECIALTY SERVICE BRATTON MASONRY INC BRICKLAYERS LOCAL #4 CA DEPT CORR & REHAB/CAP CARNEVALE & LOHR CARRARA MARBLE CARRIER MAUSOLEUMS CONSTR CITY OF LOS ANGELES CLEVELAND MARBLE COLUMBIA STONE INC CORNERSTONE MASONRY INC CORNERSTONE MASONRY- PSA CORRADINI CORPORATION DEPT OF CORR&REHAB/CAPITA DEPT OF WATER & POWER DESIGN MASONRY INC DORFMEIER MASONRY INC DSM CONSTRUCTION INC GINGER J. - PSA GRANSTROM MASONRY INC GRIFFITH COMPANY HENSON COMPANY INC HOFFMAN CONCRETE COMPANY- PLA INDUSTRIAL MASONRY INC J B MARBLE COMPANY JOHNSON L CONSTR INC JOINT APPR COMMITTEE K. C. RESTORATION - PLA KAY MASONRY KODSY CONSTRUCTION KRETSCHMAR & SMITH INC LINDERO MASONRY LYNCH J A MASONRY MASONRY CONCEPTS INC MCGALLIARD J B & S MEGA PLASTERING SYSTEMS INC. METRO BUILDERS & ENGINEER MILCO CONSTRUCTORS INC NIBBELINK MASONRY - PLA PALMER FRANK C MASONRY PREMIER DEVELOPING SERVICES- PLA R & R MASONRY INC RECON REFRACTORY & CONSTR REGAL INDUSTRIES, INC. REGENFUSS CHRISTIAN REYCON CONSTRUCTION INC REYES MASONRY CONTRACTORS SADDLEBACK WATERPROOFING SHARED SYSTEMS TECHNOLOGY SMG STONE COMPANY SMITH FRANK S SOUTHERN COUNTIES QUALITY STONEY MASONRY INC TECSTONE INC THE PATTERSON COMPANY, INC.- PSA THORPE J T & SON INC VALLEY WATERPROOFING INC WESTERN TILE & MARBLE WESTERN WATERPROOFING WINEGARDNER MASONRY INC YORK CONSTRUCTION ZEOLLA MARBLE COMPANY