2015-07-09T15:03:30-05:00 2014-08-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2013-09-01 941234856 CARPENTERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA CARP 5106330333 265 HEGENBERGER ROAD NO 100 OAKLAND CA 94621 GENE PRICE TRUSTEE 5106330333 2015-07-02 1 P00739466 4158364000 2013 2016-02-25 16:41:14Z 265 HEGENBERGER ROAD NO 100 OAKLAND CA 94621 662925980 0 X N/A X 1953 CA SEE PART III LINE 4A 14 14 0 0 0 0 0 0 288714188 313484633 8498858 16225202 10090888 9273711 307303934 338983546 0 0 288077047 313013589 0 0 0 0 0 13423003 13872440 301500050 326886029 5803884 12097517 388698258 421872375 182800695 185016130 205897563 236856245 NONE 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X CARPENTERS ADMINISTRATIVE OFFICE 5106330333 265 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 X TIMOTHY LIPSCOMB TRUSTEE 5.00 X 0 0 0 RANDY JENCO TRUSTEE 5.00 X 0 0 0 ROY VAN PELT TRUSTEE 5.00 X 0 0 0 FRANK CRIM TRUSTEE 5.00 X 0 0 0 MIKE MENCARINI TRUSTEE 5.00 X 0 0 0 ROBERT ALVARADO TRUSTEE 5.00 X 0 0 0 WILLIAM FEYLING TRUSTEE 5.00 X 0 0 0 TOM MATTIS TRUSTEE 5.00 X 0 0 0 RALPH RUBIO TRUSTEE 5.00 X 0 0 0 CHUCK PALLEY TRUSTEE 5.00 X 0 0 0 DON DOLLY TRUSTEE 5.00 X 0 0 0 JOSEPH R SANTUCCI TRUSTEE 5.00 X 0 0 0 AUGIE BELTRAN TRUSTEE 5.00 X 0 0 0 LARRY NIBBI TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 CARPENTER FUNDS ADMINISTRATIVE OFFICE OF 265 HEGENBERGER RD SUITE 100 OAKLAND CA 94621 ADMINISTRATION 6976929 BLUE CROSS OF CALIFORNIA PO BOX 70000 VAN NUYS CA 91470 BENEFITS ADMINISTRATOR 1858880 DELTA DENTAL 100 1ST STREET 12TH FLOOR SAN FRANCISCO CA 94105 CLAIMS ADMINISTRATION 1081089 MEDCO HEALTH SOLUTION 100 PARSONS POND DRIVE FRANKLIN LAKES NJ 07417 BENEFITS ADMINISTRATOR 600008 FISHER 1450 FASHION ISLAND BLVD SAN MATEO CA 94404 INVESTMNET MANAGER 301503 12 EMPLOYER CONTRIBUTIONS 900099 289020485 289020485 EMPLOYEE CONTRIBUTIONS 900099 24464148 24464148 313484633 7389160 7389160 332778476 323942434 8836042 8836042 8836042 REBATES AND REFUNDS 900099 8512907 8512907 OTHER INCOME 900099 703708 703708 LIQUIDATED DAMAGES 900099 57096 57096 9273711 338983546 331594386 0 7389160 313013589 10752307 247570 37978 974334 237330 287389 26029 106651 TRANSITIONAL REINSURANC 983570 OUTSIDE SERVICES 94351 MISCELLANEOUS 69599 BANKING EXPENSE 36816 18516 326886029 373549 1942839 32459269 36102626 34208337 37653145 610096 407606 176644854 179865079 138950220 160896803 5451933 5004277 388698258 421872375 737432 1264503 182063263 183751627 182800695 185016130 X 0 0 0 0 205897563 236856245 205897563 236856245 388698258 421872375 12097517 18861165 0 X X 0 1 X 1 0 0 REAL ESTATE FUND 53646638 F LIMITED PARTNERSHIP 107250165 F 160896803 PREMIUMS PAYABLE 27968525 CLAIMS PAYABLE AND IBNR 36763898 FUTURE BENEFIT LIABILITY 111700000 RETIREE REFUND PAYABLE 7052760 DUE TO BROKER 266444 183751627 357844711 18861165 18861165 338983546 0 338983546 326886029 0 326886029 0 326886029 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11 THE TRUSTEES HAVE DESIGNATED THE ADMINISTRATOR TO REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, A TRUSTEE SHOULD DISCLOSE TO ALL OTHER TRUSTEES AND FUND COUNSEL THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST OR BENEFIT INVOLVED INCLUDING DISCLOSURE OF ALL MATERIAL FACTS ATTENDANT TO THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. CARPENTERS TRAINING TRUST FUND FOR NORTHERN CALIFORNIA 265 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 931079534 TO PROVIDE ADMIN SERVICES FOR THE TRAINING COMMITTEE CA 501(C)(3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART IV, LINE 34 5 D P R CONSTRUCTION CALIFORNIA DRYWALL CO WEBCOR CONSTRUCTION LP KAISER FOUNDATION PERFORMANCE CONTRACTING INC K H S & S CONTRACTORS CONCO CEMENT CO SERVICE WEST DALEY'S DRYWALL & TAPING INC DEVCON CONSTRUCTION INC M C C MAGNUM DRYWALL INC I S E C INC BRAND ENERGY SERVICES OF CALIFORNIA, INC. OVERAA C & COMPANY M C M CONSTRUCTION INC J & J ACOUSTICS INC NORTHERN CALIFORNIA CARPENTERS ADVANCED INSTALLATION SERVICES PACIFIC STRUCTURES INC SWINERTON BUILDERS LARGO CONCRETE INC ANNING-JOHNSON COMPANY AUBRY LLOYD W BRAND ENERGY SERVICES OF CALIFORNIA, INC. ROEBBELEN CONTRACTING INC UNIVERSAL PLANT SVS OF NCAL INC. 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INSTALLIT GRIFFIN JAMES R INC SILMAN CONSTRUCTION STARKE STRUCTURES COFFEY BUILDING GROUP SEALS/BIEHLE GENERAL CONTRACTORS H Y FLOOR & GAMELINE PAINTING INC HARELSON MECHANICAL FLATIRON - KIEWIT JV MCGUIRE & HESTER IRELAND INTERIOR SYSTEMS INC MAI INDUSTRIES RUDISILL CONSTRUCTION CO BEALS - MARTIN & ASSOC UNIVERSAL PLASTICS STROER & GRAFF ATLANTIC PLANT MAINTENANCE REBARBER ENTERPRISES INC HINTON RUSSEL COMPANY DASCO CONSTRUCTION ROOF STRUCTURES INC BALL GORDON N INC WA01 - CARPENTERS TRUST OF WESTERN WASHINGTON PANELIZED STRUCTURES COMMERCIAL CASEWORK INC STOCKHAM CONSTRUCTION DILBECK & SONS INC LATHROP CONSTRUCTION ASSOC BHM CONSTRUCTION INC MURATORE INC GRANITE ROCK COMPANY SHASTA CONSTRUCTORS IN G C I INC TOMBLESON INC