2014-10-22T17:43:47-05:00 2013-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2013-01-01 946078226 AUTOMOTIVE INDUSTRIES WELFARE FUND AUTO 5108362484 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 JIM BENO SECRETARY 5108362484 2014-10-22 1 JESSICA R ROSTER P01317380 9252779100 2013 2015-11-30 17:44:51Z JIM BENO 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 75979191 0 X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 11 0 169 0 0 0 0 0 55012113 58813595 71749 438094 0 0 55083862 59251689 0 0 55480411 59542459 0 0 0 0 0 2669429 2893911 58149840 62436370 -3065978 -3184681 20833100 19570196 3504678 5209940 17328422 14360256 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. 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 1 142 0 1 169 1 0 0 0 0 0 0 X 11 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOC THIRD PARTY ADMINISTRATORS 5103373050 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 DON CROSATTO TRUSTEE 1.00 X 0 0 0 STEPHEN MACK TRUSTEE 1.00 X 0 0 0 JON ROSSELLE TRUSTEE 1.00 X 0 0 0 JOSE SANTANA TRUSTEE 1.00 X 0 0 0 DOUG CORNFORD TRUSTEE 1.00 X 0 0 0 BILL BRUNELLI - PAST CHAIRMAN 2.00 X 0 0 0 JIM BENO SECRETARY 2.00 X 0 0 0 TOM DILLON CHAIRMAN 2.00 X 0 0 0 MARK HOLLIBUSH TRUSTEE 1.00 X 0 0 0 THOMAS BRANDON TRUSTEE 1.00 X 0 0 0 JAMES CANTERBURY TRUSTEE 1.00 X 0 0 0 JIM WELLS TRUSTEE 1.00 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 1 0 0 1 0 0 0 0 0 ASSOCIATED THIRD PARTY ADMINISTRATORS 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 ADMINISTRATION 1481845 DELTA DENTAL 12898 TOWNE CENTER DRIVE CERRITOS CA 90703 DENTAL CLAIMS PROCESSING 272041 ANTHEM BLUE CROSS 2121 N CALIFORNIA BLVD WALNUT CREEK CA 94596 CLAIMS PROCESSING 256445 LINDQUIST LLP 5000 EXECUTIVE PKWY SUITE 400 SAN RAMON CA 94583 AUDIT 256441 SEGAL CONSULTING 120 MONTGOMERY STREET SAN FRANCISCO CA 94104 CONSULTING 138897 5 EMPLOYER CONTRIBUTIONS 900099 56539070 56539070 STOP LOSS REIMBURSMENT 900099 1262527 1262527 PARTICIPANT CONTRIBUTIONS 900099 852801 852801 PRESCRIPTION REBATES 900099 148267 148267 LIQUIDATED DAMAGES 900099 10930 10930 58813595 348571 348571 16817025 16727502 89523 89523 89523 59251689 58813595 0 438094 59542459 1485844 45707 256441 33771 710746 205014 61275 25268 69845 62436370 4103528 4519915 259022 0 129170 808062 24485 22680 16316895 14219539 20833100 19570196 644681 608744 2859997 4601196 3504678 5209940 X 0 0 0 0 17328422 14360256 17328422 14360256 20833100 19570196 -3184681 216515 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 701196 BENEFIT CLAIMS PAYABLE AND IBNR 3900000 4601196 X 59434433 216515 216515 59217918 33771 33771 59251689 60690517 0 60690517 33771 1712082 1745853 62436370 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2013, 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 2010. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH ASSOCIATED THIRD PARTY ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. PART VII, SECTION A, 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, ASSOCIATED THIRD PARTY ADMINISTRATORS. AUTOMOTIVE INDUSTRIES PENSION PLAN 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 941133245 TO PROVIDE PENSION BENEFITS CA 501(A) N/A N/A 0 AUTOMOTIVE INDUSTRIES IAP PLAN 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 941133245 TO PROVIDE PENSION BENEFITS CA 501(A) N/A N/A 0 CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 946130509 TO PROVIDE HEALTH BENEFITS CA 501(C)(9) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DECEMBER 31, 2013, THERE ARE APPROXIMATELY 246 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS, 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 002 SERVICE A & B AUTO CO, INC A & B DIE CASTING A & H TRUCK REPAIR A TEICHERT & SON INC AB CAR RENTAL SERVICES, INC. ACCURATE AUTO BODY ACE TRUCK REPAIR ACURA OF PLEASANTON ADVANCED CAD GRAPHICS AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LLC ALAMEDA COUNTY INDUSTRIES ALBANY FORD SUBARU ALL TRANSMISSION & FLEET ALLIED INDUSTRIAL FORKLIFT SVC* ALLISON BMW ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, INC. ASHLOCK CO ATLAS PACIFIC ENGINEERING CO ATPA (SFA) EXEC/MGMT AUTO METAL SERVICE AUTO WEST HONDA AUTOMOTIVE APPRENTICE TRUST BABBITT BEARING COMPANY BAY AREA DENT FREE, INC. BAY LINE CONCRETE CUTTING & CORING BENNER AUTO REPAIR, INC. BERKELEY FARMS BERKELEY HONDA AUTO CENTER BILL BRANDT FORD BOB GALLI'S AUTO REPAIR, INC. BOB MOTTERS BODY SHOP, INC. C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CAL SAW & KNIFE WORKS CALAVERAS MATERIAL, INC. CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CAPITOL EXPRESSWAY FORD CARGILL SALT CEMEX CENTRAL CONCRETE SUPPLY CO, INC CENTRAL CONTRA COSTA TRANSIT AUTHORITY CHUCK'S BRAKE AND WHEEL CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUIP COCA COLA BOTTLING CO COLE EUROPEAN, INC. COLUMBIA MACHINE WORKS COMMERCIAL SPEEDOMETER SERVICE COMMERCIAL TRUCK CO CON GLOBAL INDUSTRIES CONTINENTAL MACHINE WORKS CORNELY CO CUMMINS PACIFIC, LLC D W NICHOLSON CORP DALY CITY AUTO REPAIRS DARLING INTERNATIONAL, INC. DE SOTO CAB CO DIAMOND MFG CORP DIEGO TRUCK REPAIR, INC. DONAL MACHINE INC DRILL TECH DRILLING & SHORING, INC EARTHGRAINS EAST BAY CLARKLIFT EAST BAY FORD TRUCK SALES, INC. EAST BAY SANITARY COMPANY, INC. EL SOBRANTE MOTORS NON-BARGAIN ELECTRICAL EQUIPMENT MAINTENANCE CO ELLIOTT MFG CO, INC ELM FORD, INC. EURO-AM AUTO SERVICE FABCO AUTOMOTIVE CORPORATION FIRST STUDENT INC FRANCISCAN MOTORS DBA ACURA OF SERR FRITZ & PETERS G & H DIESEL SERVICE, INC. G & M AUTOBODY, INC. GEIGER MFG, INC GENERAL GRINDING INC GENUINE MOTORS LLC GEORGE M MARTIN CO GEORGE MC GILLS BODY SHOP GILLIG CORPORATION GLENCORE RECYCLING INC GOLDEN GATE TRANSIT GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES-FRESNO, CA H W MC KEVITT CO INC HAIGHT STREET GARAGE HALLOWELL CHEVROLET HANZEL AUTO BODY WORKS HAYWARD FORD, INC HECO-PACIFIC MFG INC HEDRICK'S COLLISION CENTER HERTZ CORPORATION HONDA OF EL CERRITO HONDA OF OAKLAND HONDA OF STEVENS CREEK HOWER AUTO REPAIR HUBBARD MACHINE SHOP HUNTER ENGINEERING CO I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 1584 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 190 I A OF M LODGE 2182 I A OF M LODGE 725 IAM & AW LOCAL LODGE 93 IAP WORLD SVCS/JOHNSON CONTROLS INDUSTRIAL MACHINE SHOP INSIDE GARAGE INC. JACOBS TECHNOLOGY, INC. JENKINS BROS JENSEN'S TIRE SERVICE, INC JOE GOMES TRUCKING, INC. KEARNY PATTERN KELDANERI CORP KINGS TOWING KNOPP INC KNUTS SERVICE KOEHLER AUTO BODY WORKS L A SMITH & SONS L P MCNEAR BRICK CO LEE'S FORKLIFT SERVICE LEHIGH SOUTHWEST CEMENT CO LEHMER'S LESTER G LAWRENCE & SON VOLVO LEXUS OF PLEASANTON LIVERMORE SANITATION, INC. MACY AUTOMOTIVE, INC. MAGNUSSEN CAR WEST AUTOBODY-DUBLIN MAGNUSSEN TOYOTA OF PALO ALTO MARINE TERMINALS CORP MARTINEZ AUTO BODY SHOP METCALFE MACHINE SHOP MIKE FULLER MOTOR SPORTS MIKE HARVEY ACURA MILES MOTOR TRANSPORT SYSTEM MILL VALLEY REFUSE SERVICE, INC MORTON SALT CO MV TRANSPORTATION INC NAMASCO CORP/PRIMARY STEEL LLC NELSON BODY SHOP NIELLO INFINITI NOEL MILLER INC NORTH BAY NISSAN, INC NOVATO AUTO CENTER NUNES SERVICE OAKLAND MACHINE WORKS P. C. SCHAFFER COMPANY PACIFIC AUTO REPAIR INC PACIFIC MARINE MAINTENANCE CO. PALM AVENUE MOTORS PAR 3 MOTORS INC PARAMEDICS PLUS PARKER ROBB CHEVROLET PBA MAINTENANCE PENINSULA AUTO MACHINISTS #1414 PENSKE TRUCK LEASING PETALUMA ACQUISITIONS, LLC PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMENT REPAIR PRECISION STRIPPING & COATING PRIMETECH INTERNATIONAL, INC. PROFESSIONAL AUTO CARE PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RALPH WILLIS AUTOMOTIVE RECTOR MOTOR CAR REGALIA'S AUTO BODY REINEGGER FRAME REMMERS & SON AUTO SVC * REPUBLIC SERVICES RIVERVIEW INTERNATIONAL TRUCKS INC R-MECHANIC SERVICE CENTER ROBERT CHRISP COMPANY RODNEY DUTRA SERVICE ROLLIN J LOBAUGH INC RUAN TRANSPORT CORP RUTTER ARMEY INC. RYDER TRUCK RENTAL INC SAFEWAY STORES INC. SALLE'S PAINT & BODY SHOP SAN FRANCISCO HONDA SAN JOSE DIE CASTING CORP. SAN LEANDRO AUTO SAN MATEO COUNTY CENTRAL LBR COUCIL SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT TRUST SARDEE INDUSTRIES INC SAVE MART SUPERMARKETS SERRAMONTE FORD INC SFO SHUTTLE BUS CO SHAMROCK MATERIALS INC SHEEDY DRAYAGE SIERRA LOBO CORP SILGAN CONTAINER CORP SIMS RECYCLING SOLUTIONS SOSCOL AUTO BODY SOUTH BAY AFL-CIO LABOR COUNCIL SPECIALTY DISTRIBUTORS SSA TERMINALS ST CLAIRE CADILLAC ST FRANCIS ELECTRIC STEVENS CREEK BMW STEWART CHEVROLET STEWART'S BODY SHOP SVENHARDS SWEDISH BAKERY, INC SYAR INDUSTRIES INC. T J BROTHERS INC TELFER OIL COMPANY THERMA CORPORATION THUNDER MACHINE WORKS TOBYS TRUCKING INC TOYOTA MATERIAL HANDLING TOYOTA OF VALLEJO TOYOTA OF WALNUT CREEK UNION OPTICAL OFFICE UNITED PARCEL SERVICE VALLEY RESTORATION VALLEY WASTE VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT CO VINCENT WHITNEY WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA COUNTY WEICHHART STAMPING CO WENZEL ENGINEERING WEST COUNTY RESOURCE RECOVERY INC WESTERN GRINDING SERVICE INC WINTER CHEVROLET WORKING PARTNERSHIP USA YELLOW CAB COOPERATIVE, INC.