2014-11-13T15:28:43-06:00 2013-12-31 952556670 BERNARD KOTKIN AND COMPANY LLP 533 S FREMONT AVENUE SUITE 802 LOS ANGELES CA 900711706 990 2013-01-01 954349805 SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS FUND SOUT 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 DON CHASE TRUSTEE 2133856161 2014-11-13 P01447502 2138929090 2013 2015-11-30 17:44:51Z 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 4728711 0 X N/A X 1990 CA PROVIDE CHRISTMAS BONUSES 25 25 0 0 0 0 0 0 4639386 4726976 4340 1735 0 0 4643726 4728711 0 0 4214429 4650799 0 0 0 0 0 195810 177121 4410239 4827920 233487 -99209 1050287 941413 36122 26457 1014165 914956 TO PROVIDE CHRISTMAS BONUSES TO ELIGIBLE PENSIONERS AND BENEFICIARIES 0 0 4781077 TO PROVIDE CHRISTMAS BONUSES TO APPROXIMATELY 4300 INDIVIDUALS IN COMPLIANCE WITH THE TRUST AGREEMENT 4781077 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 4230 0 1 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 2.00 X 0 0 0 GARY L COOK TRUSTEE-UNION 2.00 X 0 0 0 SID STOLPER TRUSTEE-UNION 2.00 X 0 0 0 ROBERT FELIX TRUSTEE 2.00 X 0 0 0 GLEN NOLTE TRUSTEE-UNION 2.00 X 0 0 0 BRYAN SUTTLES TRUSTEE 2.00 X 0 0 0 KEN JENKINS TRUSTEE-UNION 2.00 X 0 0 0 MILTON GOODMAN TRUSTEE 2.00 X 0 0 0 RODNEY COBOS TRUSTEE-UNION 2.00 X 0 0 0 MARK FOREMAN TRUSTEE-UNION 2.00 X 0 0 0 DAVID ZECH TRUSTEE 2.00 X 0 0 0 WALT FRENCH TRUSTEE-UNION 2.00 X 0 0 0 STEVE SHIRLEY TRUSTEE 2.00 X 0 0 0 WALTER SCOTT BAKER TRUSTEE 2.00 X 0 0 0 JOHN ODOM TRUSTEE 2.00 X 0 0 0 RICHARD SAWHILL TRUSTEE 2.00 X 0 0 0 STEVE DARNELL TRUSTEE 2.00 X 0 0 0 GLEN SANTA CRUZ TRUSTEE-UNION 2.00 X 0 0 0 VINCENT DIAZ TRUSTEE-UNION 2.00 X 0 0 0 RAY LEVANGIE JR TRUSTEE-UNION 2.00 X 0 0 0 RICHARD EDWARDS TRUSTEE-UNION 2.00 X 0 0 0 CHIP MARTIN TRUSTEE 2.00 X 0 0 0 MIKE ROCK TRUSTEE-UNION 2.00 X 0 0 0 KIRK CROSSWHITE TRUSTEE-UNION 2.00 X 0 0 0 RUBEN MAGANA TRUSTEE-UNION 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 4726976 4726976 4726976 1735 1735 4728711 4728711 0 0 4650799 4650799 130278 130278 11641 11641 16384 16384 2861 2861 10 10 13950 13950 1997 1997 4827920 4781077 46843 0 38205 38639 259058 488348 751587 413439 1437 987 1050287 941413 36122 26457 36122 26457 X 0 0 0 0 1014165 914956 1014165 914956 1050287 941413 -99209 0 X X 0 1 X 1 0 0 DUE TO SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION 21013 UNCLAIMED BENEFITS 5444 26457 X 4728711 0 4728711 0 4728711 4827920 0 4827920 0 4827920 PART X, LINE 2: U.S.GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF BONUS BENEFITS TO MEMBERS, THROUGH 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 UNAVOIDABLE 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 DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. 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 VII, SECTION A, 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 XII, LINE 2C THE REVIEW PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES AND ITS FINANCE COMMITTEE HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUND 501 SHATTO PLACE LOS ANGELES CA 90020 516108443 DISTRIBUTION OF RETIREMENT BENEFITS CA 401(A) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES VACATION & HOLIDAY FUND 501 SHATTO PLACE LOS ANGELES CA 90020 956097354 DISTRIBUTION OF VACATION BENEFITS CA 501(9) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES HEALTH & WELFARE FUND 501 SHATTO PLACE LOS ANGELES CA 90020 951867598 TO MAKE PAYMENTS TOWARDS MEMBER'S HEALTH BENEFITS CA 501(9) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION FUND 501 SHATTO PLACE LOS ANGELES CA 90020 954388338 DISTRIBUTION OF RETIREMENT BENEFITS CA 401(A) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES PENSIONERS SURVIVING SPOUSE HEALTH PLAN 501 SHATTO PLACE LOS ANGELES CA 90020 274271742 TO MAKE PAYMENTS TOWARDS RETIREE'S HEALTH BENEFITS CA 501(9) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION 501 SHATTO PLACE LOS ANGELES CA 90020 954557526 PROVIDES ADMINISTRATIVE FUNCTIONS CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0