2012-10-02T11:42:53-05:00 2011-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2011-01-01 946078226 AUTOMOTIVE INDUSTRIES WELFARE FUND AUTO 5108362484 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 JIM BENO 5108362484 2012-10-02 1 KIMBERLY R RAY P01451882 9252779100 2011 2016-02-24 21:20:13Z JIM BENO 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 85805980 0 X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 11 0 211 0 0 0 0 0 56621331 57120780 518935 453537 0 0 57140266 57574317 0 0 54390254 55596472 0 0 0 0 0 2725168 2698028 57115422 58294500 24844 -720183 23920321 22681572 3411638 3014945 20508683 19666627 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 0 1 639 0 1 211 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 X DON CROSATTO 1.00 X 0 0 0 STEPHEN MACK 1.00 X 0 0 0 JON ROSSELLE 1.00 X 0 0 0 JAMES CANTERBURY 1.00 X 0 0 0 JOSE SANTANA 1.00 X 0 0 0 DOUG CORNFORD 1.00 X 0 0 0 BILL BRUNELLI 2.00 X 0 0 0 JIM BENO 2.00 X 0 0 0 TOM DILLON 1.00 X 0 0 0 MARK HOLLIBUSH 1.00 X 0 0 0 THOMAS BRANDON 1.00 X 0 0 0 CHARLES DIBARI - PAST 1.00 X 0 0 0 CHRIS CHRISTOPHERSEN - PAST 1.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATED THIRD PARTY ADMINISTRATORS 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 ADMINISTRATION 1554245 DELTA DENTAL 12898 TOWNE CENTER DRIVE CERRITOS CA 90703 DENTAL CLAIMS PROCESSING 252053 LINDQUIST LLP 5000 EXECUTIVE PKWY SUITE 400 SAN RAMON CA 94583 AUDIT 235673 SALTZMAN & JOHNSON 44 MONTGOMERY STREET SUITE 2110 SAN FRANCISCO CA 94104 LEGAL 143946 THE SEGAL COMPANY 120 MONTGOMERY STREET SAN FRANCISCO CA 94104 CONSULTING 136487 6 EMPLOYER CONTRIBUTIONS 900099 54991914 54991914 PARTICIPANT CONTRIBUTI 900099 837824 837824 STOP LOSS REIMBURSMENT 900099 822077 822077 PRESCRIPTION REBATES 900099 182851 182851 IRS COBRA SUBSIDY 900099 161706 161706 124408 124408 57120780 441770 441770 28243430 28231663 11767 11767 11767 57574317 57120780 0 453537 55596472 1467617 78468 234026 37962 572777 142576 61275 33258 70069 58294500 5655160 4220245 974908 1398160 319438 918575 23917 23076 16946898 16121516 23920321 22681572 912667 346677 2498971 2668268 3411638 3014945 X 0 0 0 0 20508683 19666627 20508683 19666627 23920321 22681572 X -720183 -121873 X X 0 1 1 X 0 0 ACCUMULATED ELIGIBILITY CREDITS 678268 BENEFIT CLAIMS PAYABLE AND IBNR 1990000 2668268 57574317 58294500 -720183 -121873 -297370 -419243 -1139426 57414482 -121873 -121873 57536355 37962 37962 57574317 58553908 0 58553908 37962 -297370 -259408 58294500 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, 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 BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION PART XIII, 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 AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -121,873. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR. 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 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, 2011 THERE ARE APPROXIMATELY 330 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCHEDULE R.