2014-10-03T14:22:32-05:00 2014-01-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2013-02-01 946085742 SOLANO-NAPA HEALTH AND WELFARE TRUST FUND SOLA 9252089999 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 DAN R BROADWATER TRUSTEE 9252089999 2014-10-03 1 JOSEPH THIERMANN P01066616 9252779100 2013 2015-11-30 17:44:51Z X DAN R BROADWATER 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 8986240 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 6861140 6460640 95981 145707 0 27454 6957121 6633801 0 0 6026015 5606580 1486 4605 0 0 0 366415 458917 6393916 6070102 563205 563699 10329146 10664093 1752397 1628876 8576749 9035217 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 1 193 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 JESS ZUNIGA TRUSTEE 1.00 X 0 0 0 DAN BROADWATER TRUSTEE 1.00 X 0 0 0 DON CAMPBELL TRUSTEE 1.00 X 0 0 0 RUBEN PEREZ TRUSTEE 1.00 X 0 0 0 STANLEY NELSON TRUSTEE 1.00 X 0 0 0 JACK PAULSON TRUSTEE 1.00 X 1475 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 3130 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.00 X 0 0 0 4605 0 0 0 0 0 0 BENESYS INC 7180 KOLL CENTER PARKWAY PLEASANTON CA 94566 THIRD PARTY ADMINISTRATOR 203309 1 EMPLOYER CONTRIBUTIONS 900099 6155565 6155565 PARTICIPANT CONTRIBUTIONS 900099 305075 305075 6460640 114911 114911 2383235 2352439 30796 30796 30796 UNCLAIMED PROP REFUND-CA 900099 27454 27454 27454 6633801 6488094 0 145707 5606580 4605 203762 44047 67840 23518 68585 33412 10489 7264 6070102 1444285 1263447 4529491 2683905 594338 564805 3172 7602 3757860 6144334 10329146 10664093 122397 159876 1630000 1469000 1752397 1628876 X 0 0 0 0 8576749 9035217 8576749 9035217 10329146 10664093 563699 -105231 0 X 0 0 0 0 ACCUMULATED ELIGIBILITY CREDITS 1469000 1469000 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, 2014, 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 2011. 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 VI: FORM 990, PART IV, LINE 12: THE SOLANO NAPA HEALTH AND WELFARE TRUST FUND CONSISTS OF TWO PLANS. THE INDIVIDUAL PLANS HAVE AUDITED FINANCIAL STATEMENTS; HOWEVER, THE TRUST DOES NOT. 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. 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 OFFERRED TO THE PUBLIC AND INDUSTRY. FORM 990, 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 1/31/14, THERE ARE APPROXIMATELY 51 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 BECKER TECHNICAL SERVICES,INC BLOCKA CONSTRUCTION BOCKMON & WOODY ELEC CAMERON ELECTRIC CLIMATECH COLLINS ELECTRIC INC COLUMBIA ELEC CONST CON J FRANKE ELECTRIC CONTINENTAL ELECTRIC CONTRA COSTA ELECTRIC CROCKETT ELECTRIC CUPERTINO ELECT INC DAWSON ELECTRIC DECKER ELECTRIC CO.INC DEL MONTE ELECTRIC INC DIRECT DIGITAL CONTROLS GUARANTEE ELECTRICAL HOT LINE CONSTRUCTION IBEW LOCAL 180 (SUBSRIPT JOE LUNARDI ELECTRIC KAISER FOUNDATION HOSP KISSCO CONTROL SYSTEMS INC. L & H AIRCO LONG ELECTRIC MARK OLSON ELECTRIC MIKE BROWN ELECTRIC NAPA ELECT. SHOP NAPA STATE HOSPITAL NORTHERN ELECTRIC INC PACIFIC METRO ELECTRIC PLACER ELECTRIC INC PROFESSIONAL TELECOM SERVICES R. MCCLURE ELECTRIC REDWOOD ELECTRIC GROUP ROSENDIN ELECTRIC SAC VALLEY ELECTRIC SCHETTER ELECTRIC INC SOLANO NAPA CO JATC SPARTAN ELECTRIC SPRIG ELECTRIC ST FRANCIS ELECT STATE OF CALIFORNIA STEINY & COMPANY SYSERCO, INC W. BRADLEY ELECTRIC WHITTINGTON ELECT WILKINSON ELECTRIC WOLTZ ELECTRIC ZECO ELECTRIC