2014-11-13T15:28:43-06:00 2013-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 S FREMONT AVENUE SUITE 802 LOS ANGELES CA 900711706 990 2013-01-01 956097354 SOUTHERN CALIFORNIA PIPE TRADES VACATION AND HOLIDAY FUND SOUT 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 DON CHASE TRUSTEE 2133856161 2014-11-13 P01406987 2138929090 2013 2015-11-30 17:44:51Z 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 29507848 0 X N/A X 1951 CA PROVIDE VACATION AND HOLIDAY BENEFITS 25 25 0 0 0 0 0 0 29436820 28161637 74736 65890 311238 356109 29822794 28583636 0 0 29436820 28161637 0 0 0 0 0 357582 383038 29794402 28544675 28392 38961 15760854 14024469 15733402 13916827 27452 107642 PROVIDE VACATION AND HOLIDAY BENEFITS 0 0 28323148 THE PLAN PROVIDES VACATION AND HOLIDAY BENEFITS COVERING EMPLOYEES OF VARIOUS EMPLOYER GROUPS AND SELECTED UNION LOCALS. APPROXIMATELY 6900 MEMBERS BENEFIT FROM THE PLAN. 28323148 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 0 0 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 WALTER SCOTT BAKER TRUSTEE 2.00 X 0 0 0 MILTON GOODMAN TRUSTEE 2.00 X 0 0 0 JOHN ODOM TRUSTEE 2.00 X 0 0 0 MARK FOREMAN TRUSTEE-UNION 2.00 X 0 0 0 BRYAN SUTTLES TRUSTEE 2.00 X 0 0 0 RODNEY COBOS TRUSTEE-UNION 2.00 X 0 0 0 MIKE ROCK TRUSTEE-UNION 2.00 X 0 0 0 CHIP MARTIN TRUSTEE 2.00 X 0 0 0 STEVE SHIRLEY TRUSTEE 2.00 X 0 0 0 RICHARD EDWARDS TRUSTEE-UNION 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 DON CHASE TRUSTEE 2.00 X 0 0 0 RICHARD SAWHILL TRUSTEE 2.00 X 0 0 0 ROBERT FELIX TRUSTEE 2.00 X 0 0 0 DAVID ZECH TRUSTEE 2.00 X 0 0 0 VINCENT DIAZ TRUSTEE-UNION 2.00 X 0 0 0 RAY LEVANGIE TRUSTEE-UNION 2.00 X 0 0 0 WALT FRENCH TRUSTEE-UNION 2.00 X 0 0 0 GLEN NOLTE TRUSTEE-UNION 2.00 X 0 0 0 KENNETH JENKINS 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 STEVE DARNELL TRUSTEE 2.00 X 0 0 0 GLEN SANTA CRUZ TRUSTEE-UNION 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 28161637 28161637 28161637 65102 65102 925000 924212 788 788 788 WITHDRAWAL FEE 900099 356109 356109 356109 28583636 28583636 0 0 28161637 28161637 161511 161511 67428 67428 53570 53570 39016 39016 7748 7748 51535 51535 2230 2230 28544675 28323148 221527 0 1216088 495195 4046851 8399397 4767601 2213956 2137 1454 5728177 2914467 15760854 14024469 11119 5996 15722283 13910831 15733402 13916827 X 0 0 0 0 27452 107642 27452 107642 15760854 14024469 X 38961 -41071 82300 X X 0 1 X 1 0 0 VACATION AND HOLIDAY BENEFITS PAYABLE 13042471 DUE TO SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION 53915 UNCLAIMED VACATION BENEFITS PAYABLE 814445 13910831 X 28542565 -41071 -41071 28583636 0 28583636 28544675 0 28544675 0 28544675 PART X, LINE 2: EXPLANATION: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY(OR ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED DEPRECIATION ON INVESTMENTS -41,071. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S MANAGEMENT DUTIES INCLUDING ACCOUNTING FUNCTIONS AND PAYMENT OF VACATION BENEFITS TO ITS MEMBERS ARE PERFORMED BY 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 AVOIDABLE 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 OF THESE DOCUMENTS, THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. FORM 990, PART VII, 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 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 XI, LINE 9: FORFEITURES OF UNCLAIMED BENEFITS 82,300. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES AND THE FINANCE COMMITTEE HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT 501 SHATTO PLACE LOS ANGELES CA 90020 516108443 DISTRIBUTION OF RETIREMENT BENEFITS CA 401(A) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE 501 SHATTO PLACE LOS ANGELES CA 90020 951867598 DISTRIBUTION OF MEDICAL BENEFITS CA 501(C)(9) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS 501 SHATTO PLACE LOS ANGELES CA 90020 954349805 DISTRIBUTION OF ADDITIONAL RETIREMENT BENEFITS CA 501(C)(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 DISTRIBUTION OF RETIREE MEDICAL BENEFITS CA 501(C)(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