2012-07-27T14:13:56-05:00 2011-09-30 PKF 2020 CAMINO DEL RIO N 500 SAN DIEGO CA 92108 990 2010-10-01 956035916 SAN DIEGO ELECTRICAL HEALTH AND WELFARE SAND 8585696322 PO BOX 231219 SAN DIEGO CA 921931219 ANDY BERG 8585696322 2012-07-26 1 CURT J WELKER 6192381040 2010 2016-02-24 21:20:13Z X PO BOX 231219 SAN DIEGO CA 921931219 29431808 0 X N/A X 1954 CA TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO THE PARTICIPANTS. 10 10 0 0 0 0 0 0 17702047 20806685 674641 503194 46764 7475 18423452 21317354 0 0 17164104 0 0 18815835 0 0 0 1641573 1977404 18805677 20793239 -382225 524115 15838091 16398268 12925083 12951016 2913008 3447252 TO PROVIDE MEDICAL, DENTAL AND VISION BENEFITS FOR PARTICIPANTS. 0 0 20793239 TO PROVIDE MEDICAL, DENTAL, VISION CARE, AND LIFE INSURANCE BENEFITS, PREMIUMS AND ADMINISTRATION TO PARTICIPANTS. 20793239 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 0 1 796 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X KEN STUART 8585696322 4747 VIEWRIDGE AVENUE STE 100 SAN DIEGO CA 921231688 X BRUCE BAILEY 1.00 X 0 0 0 JOHNNY SIMPSON 1.00 X 0 0 0 PHIL PETERSEN 1.00 X 0 0 0 ANDY BERG 1.00 X 0 0 0 TERRALYN HARTMAN 1.00 X 0 0 0 NICHOLAS SEGURA 1.00 X 0 0 0 DAVID TAYLOR 1.00 X 0 0 0 TED BAKER 1.00 X 0 0 0 ROBERT DAVIES JR 1.00 X 0 0 0 KEVIN GORMAN 1.00 X 0 0 0 0 0 0 0 0 0 0 SAN DIEGO ELECTRICAL IND ADMIN PO BOX 231219 SAN DIEGO CA 921931219 ADMINISTRATION SERVICES 918600 BLUE CROSS 591 CAMINO DE LA REINA SAN DIEGO CA 921083182 CLAIMS ADMINISTRATION 269584 DELTA DENTAL 1450 FRAZEE ROAD SAN DIEGO CA 921084341 CLAIMS ADMINISTRATION 150364 3 EMPLOYERS CONTRIBUTION 900099 19239311 19239311 EMPLOYEE CONTRIBUTIONS 900099 1567374 1567374 20806685 481363 481363 8136285 8114454 21831 21831 21831 LIQUIDATED DAMAGES 900099 4741 4741 MISCELLANEOUS INCOME 900099 2734 2734 7475 21317354 20814160 0 503194 18815835 918600 71305 23720 162526 707113 50356 20343 83 6588 16770 20793239 75608 246191 121111 225675 3244377 3747387 12396995 12179015 15838091 16398268 3628 3380 12921455 12947636 12925083 12951016 X 0 0 0 0 2913008 3447252 2913008 3447252 15838091 16398268 X 524115 10129 X 0 1 1 X 0 0 CLAIMS PAYABLE 520905 CLAIMS INCURRED BUT NOT REPORTED 2590000 ACCUMULATED ELIGIBILITY CREDITS 1007059 CONTINUATION OF BENEFITS 8829672 12947636 21317354 20793239 524115 10129 26181 36310 560425 21327483 10129 10129 21317354 0 21317354 20767058 -26181 -26181 20793239 0 20793239 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN THAT THE PLAN AND RELATED TRUST, AS ORIGINALLY DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS ADOPTED THE UNCERTAIN TAX POSITIONS OF ASC 740, INCOME TAXES. THIS ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER ASC 740, THE PLAN MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. ASC 740 ALSO PROVIDES GUIDANCE ON THE DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, ACCOUNTING IN INTERIM PERIODS AND REQUIRES INCREASED DISCLOSURES. AT THE DATE OF ADOPTION, AND AS OF SEPTEMBER 30, 2011, THE PLAN DOES NOT HAVE A LIABILITY FOR UNCERTAIN TAX POSITIONS. AS OF SEPTEMBER 30, 2011, THE PLAN HAS NO ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE PLAN IS NO LONGER SUBJECT TO ANY SIGNIFICANT U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE SEPTEMBER 30, 2008. PART XIII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN HEALTH CLAIMS PAYABLE -160,964. INCREASE IN HEALTH CLAIMS INCURRED BUT NOT REPORTED -523,118. INCREASE IN EXTRAORDINARY CLAIMS 527,506. INCREASE IN FUTURE BENEFITS OF PARTICIPANTS' ACCUMULATED ELIGIBILITY 130,395. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNING BODY DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE PLAN ADMINISTRATOR FOR ACCURACY AND THEN FILED AND SUBMITTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES FILLS OUT A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY, AND ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT CAN GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE ON FILE AT THE TRUST OFFICE AND ARE AVAILABLE ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,129. NECA-IBEW DRUG FREE WORKFORCE PROGRAM TRUST PO BOX 231219 SAN DIEGO CA 921931219 260086997 DRUG FREE WORKFORCE CA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0