2026-03-13T18:28:23-04:00 2025-04-30 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-05-01 956041102 BRICK MASONS HEALTH AND WELFARE TRUST FUND % CLIFFORD WOOD-PLAN MANAGER BRIC 6266461090 1050 LAKES DR STE 120 WEST COVINA CA 91790 DANA KEMP CHAIRMAN 6266461090 2026-03-12 true true Daniel Imm P02018335 8187692010 2024 2025-03-06 01:10:19Z DANA KEMP 1050 LAKES DR STE 120 WEST COVINA CA 91790 20539754 false X N/A X 1960 CA TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS OF COMPANIES WHO ARE SIGNATORY TO THE BRICK MASONS' COLLECTIVE BARGAINING AGREEMENT. 11 0 4 0 0 0 0 0 7273042 7296649 281888 -383112 65821 18460 7620751 6931997 0 0 6508498 7233470 0 0 0 0 0 565855 708315 7074353 7941785 546398 -1009788 10497893 10811733 3431193 3703942 7066700 7107791 X PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 4 0 true 4 true false false false false false false false false X 11 0 false true false false false false false true false false false true true false true true true false false false CA X CLIFFORD WOOD-PLAN MANAGER 6266461090 1050 LAKES DR STE 120 WEST COVINA CA 91790 X CHRIS BRISSON TRUSTEE 2.0 0.0 X X 0 0 0 CASEY RICKS TRUSTEE 2.0 0.0 X X 0 0 0 JOHN CHRYSLER TRUSTEE 2.0 0.0 X 0 0 0 DANIEL GARCIA TRUSTEE 2.0 0.0 X 0 0 0 DOUG SLES TRUSTEE 2.0 0.0 X 0 0 0 FRANK SMITH SECRETARY 2.0 0.0 X 0 0 0 KENNETH TEJEDA TRUSTEE 2.0 0.0 X 0 0 0 DANA KEMP TRUSTEE 2.0 0.0 X 0 0 0 LUPE ALDACO JR CHAIRMAN 2.0 0.0 X 0 0 0 ANDY GERBER TRUSTEE 2.0 0.0 X 0 0 0 ELLIOT GRANSTROM TRUSTEE 2.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS INC 1050 LAKES DR STE 120 WEST COVINA CA 917902924 ADMINISTRATIVE FEES 273214 EIDE BAILLY LLP 3130 CROW CANYON PL STE 300 SAN RAMON CA 945831386 PAYROLL AUDITOR 157881 2 0 EMPLOYER CONTRIBUTIONS 525120 7018088 7018088 PARTICIPANT AND RETIREE CONTRIBUTIONS 525120 278561 278561 7296649 167007 167007 0 0 0 0 0 13057638 13607757 -550119 -550119 -550119 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 18460 18460 18460 6931997 7315109 0 -383112 0 0 0 7233470 0 0 0 0 0 0 273214 82963 188516 0 0 18397 105445 0 17621 0 0 0 0 0 3639 0 0 0 9060 BOND FUND EXPENSE 6420 PCORI EXCISE TAX 732 BANK FEE 2308 7941785 2707724 660786 0 0 0 0 711691 943993 0 0 0 0 0 0 0 0 4639 9339 0 0 6229044 63476 805019 9134139 0 0 0 0 39776 0 10497893 10811733 63401 181492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3367792 3522450 3431193 3703942 X 0 0 0 0 7066700 7107791 7066700 7107791 10497893 10811733 -1009788 1050879 X X false true X true false COMMON/COLLECTIVE TRUSTS 6897797 F PARTNERSHIP/JOINT VENTURE 2236342 F 9134139 0 BENEFIT OBLIGATIONS 3522450 3522450 X 7982876 1050879 1050879 6931997 6931997 7728835 7728835 212950 212950 7941785 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2025 AND 2024, 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. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATION - 212,950. PART VI, SECTION A, LINE 3: THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. PART VI, SECTION A, LINE 8B: NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS. PART VI, SECTION B, LINE 11B: THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS. PART VI, SECTION B, LINE 12C: EACH INDIVIDUAL TRUSTEE IS REQUIRED TO DISCLOSE TO THE FULL BOARD OF TRUSTEES ANY SIGNIFICANT TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST WHEN INTERVIEWING NEW VENDORS OR SERVICE PROVIDERS. IF A TRUSTEE DISCLOSES A CONFLICT OF INTEREST, HE OR SHE IS DISMISSED FROM THE DISCUSSION AND VOTE. PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, 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, BENESYS, INC. PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BRICK MASONS APPRENTICESHIP & TRAINING 1050 LAKES DR STE 120 WEST COVINA CA 91790 956132893 TRAINING CA 501(C)(5) N/A NA false BRICK MASONS PENSION TRUST 1050 LAKES DR STE 120 WEST COVINA CA 91790 956093333 RETIREMENT CA 501(C)(A) N/A NA false SOUTHERN CALIFORNIA BRICKLAYERS PENSION 1050 LAKES DR STE 120 WEST COVINA CA 91790 956835541 RETIREMENT CA 501(C)(A) N/A NA false BRICKLAYERS AND ALLIED CRAFTWORKERS LO 2679 SIERRA WAY LA VERNE CA 91750 950865935 SPONSOR. ORG. CA 501(C)(5) N/A NA false SEE SUPPLEMENTAL INFORMATION BRICK MASONS BOND TRUST FUND 1050 LAKES DR STE 120 WEST COVINA CA 91790 753170885 BOND DEPOSITS CA NA TRUST 4010 144632 0.54020 false SEE SUPPLEMENTAL INFORMATION N/A false false false false false false false false false false false false false false false true true false false PARTS III AND IV: INFORMATION REGARDING THE CONTRIBUTING EMPLOYERS IS MAINTAINED AT THE ADMINISTRATIVE OFFICE; IF YOU HAVE SPECIFIC QUESTIONS PLEASE CONTACT THE ADMINISTRATIVE OFFICE.