2011-11-04T13:05:47-05:00 2010-12-31 BERNARD KOTKIN AND COMPANY LLP 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES CA 900711706 990 2010-01-01 951867598 SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND SOUT 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 DON CHASE 2133856161 2011-11-04 2138929090 2010 2016-03-07 17:11:31Z DON CHASE 501 SHATTO PLACE LOS ANGELES CA 90020 57250312 0 X N/A X 1951 CA TO PROVIDE VARIOUS MEDICAL BENEFITS 25 25 0 0 0 0 0 0 60508354 54243768 1911319 1631409 25862 33157 62445535 55908334 0 0 45150243 47281140 18477 0 0 0 0 6148945 6210006 51317665 53491146 11127870 2417188 133591493 132748349 32924453 28267659 100667040 104480690 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE ACTIVE AND RETIRED MEMBERS OF THE SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND. 0 0 52313273 TO PROVIDE BENEFIT PAYMENTS FOR MEDICAL, HOSPITALIZATION, DENTAL, DISABILITY AND ACCIDENTAL AND DEATH BENEFITS TO APPROXIMATELY 8,000 ACTIVE AND RETIRED PARTICIPANTS AND THEIR BENEFICIARIES IN COMPLIANCE WITH THE TRUST AGREEMENT. 52313273 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 6008 0 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 JOEL BRICK CHIEF FINANCIAL OFFICER 2133856161 501 SHATTO PLACE 5TH FLOOR LOS ANGELES CA 90020 X KEN JENKINS 2.00 X 0 0 0 MILTON GOODMAN 2.00 X 0 0 0 RODNEY COBOS 2.00 X 0 0 0 MARK FOREMAN 2.00 X 0 0 0 DON GIARRATANO 2.00 X 0 0 0 TIMOTHY HEALY 2.00 X 0 0 0 WALT FRENCH 2.00 X 0 0 0 GARY L COOK 2.00 X 0 0 0 STEVE SHIRLEY 2.00 X 0 0 0 WALTER SCOTT BAKER 2.00 X 0 0 0 BRYAN SUTTLES 2.00 X 0 0 0 SID STOLPER 2.00 X 0 0 0 JOHN ODOM 2.00 X 0 0 0 DON CHASE 2.00 X 0 0 0 RICHARD SAWHILL 2.00 X 0 0 0 ROBERT FELIX 2.00 X 0 0 0 GLEN NOLTE 2.00 X 0 0 0 GEORGE VASQUEZ 2.00 X 0 0 0 VINCENT DIAZ 2.00 X 0 0 0 RAY LEVANGIE 2.00 X 0 0 0 RICHARD EDWARDS 2.00 X 0 0 0 CHIP MARTIN 2.00 X 0 0 0 MIKE ROCK 2.00 X 0 0 0 KIRK CROSSWHITE 2.00 X 0 0 0 RUBEN MAGANA 2.00 X 0 0 0 0 0 0 0 0 0 0 CEDARS-SINAI MEDICAL CENTER PO BOX 12480 LOS ANGELES CA 90051 MEDICAL SERVICES 2118079 GROSSMONT HOSPITAL FILE 55484 LOS ANGELES CA 90074 MEDICAL SERVICES 1237038 CITY OF HOPE NATIONAL MEDICAL PO BOX 30219 LOS ANGELES CA 90030 MEDICAL SERVICES 981588 SCRIPPS MEMORIAL HOSPITAL FILE 50354 LOS ANGELES CA 90074 MEDICAL SERVICES 886236 ST JUDE MEDICAL CENTER DEPT LA 21028 PASADENA CA 91185 MEDICAL SERVICES 855099 35 EMPLOYER CONTRIBUTIONS 900099 47428817 47428817 SELF-PAY CONTRIBUTIONS 900099 6814951 6814951 54243768 1607962 1607962 1365425 1341978 23447 23447 23447 MISCELLANEOUS INCOME 900099 33157 33157 33157 55908334 55908334 0 0 47281140 47281140 5005378 5005378 271269 271269 96019 96019 272373 272373 162065 26755 135310 150465 150465 148539 148539 25702 25702 OUTSIDE SERVICES 78196 78196 53491146 52313273 1177873 0 2069754 853002 27274994 9024748 6649825 7458122 6930 8616 38952760 55020857 58637230 60383004 133591493 132748349 1513453 1558659 31411000 26709000 32924453 28267659 X 0 0 0 0 100667040 104480690 100667040 104480690 133591493 132748349 X 2417188 1396462 X X 0 1 1 X 0 0 INVESTMENT IN SOUTHERN CALIFORNIA PIPE TRADES ADMINISTRATIVE CORPORATION 1575000 C COMMINGLED FUND 31132271 F LIMITED PARTNERSHIP 27675733 F 60383004 HEALTH CLAIMS PAYABLE 1277000 ESTIMATED HEALTH CLAIMS INCURRED BUT NOT REPORTED 6067000 ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS ACCUMULATED ELIGIBILITY 19214000 ESTIMATED PRESCRIPTION BENEFITS PAYABLE 107000 ESTIMATED FUTURE DEATH BENEFITS 44000 26709000 55908334 53491146 2417188 1396462 1396462 3813650 57032423 1396462 1396462 55635961 272373 272373 55908334 57920773 31411000 31411000 26509773 272373 26709000 26981373 53491146 PART XIII, LINE 2D - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS-DECEMBER 31, 2009 PART XIII, LINE 4B - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS-DECEMBER 31, 2010 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS, ARE DONE BY SCPT ADMINISTRATIVE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, ADMINISTRATOR AND CFO, 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 OBLIGATED TO COMPLY WITH THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), A 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 UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY DOCUMENTS THROUGH ANNUAL GOVERNMENT FILINGS MADE BY THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,396,462. AUDIT COMMITTEE FORM 990, PART XI, LINE 2C THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES 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(C)(9) NONE 0 SOUTHERN CALIFORNIA PIPE TRADES CHRISTMAS BONUS FUND 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 ADMINISTRATIVE CORPORATION 501 SHATTO PLACE LOS ANGELES CA 90020 954557526 PROVIDES ADMINISTRATIVE FUNCTIONS CA NONE C 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0