2025-03-07T18:14:42-05:00 2024-04-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2023-05-01 956041102 Brick Masons Health and Welfare Trust Fund % CLIFFORD WOOD-PLAN MANAGER BRI 6266461090 1050 Lakes Drive Suite 120 West Covina CA 917902910 CHRIS BRISSON CHAIRMAN 6266461090 2025-02-27 true true RICHARD THIERMANN P00974294 9252779100 2023 2025-03-06 01:10:19Z CHRIS BRISSON 1050 Lakes Drive STE 120 West Covina CA 917902910 7620820 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. 8 0 4 0 0 0 0 0 8037337 7273042 288528 281888 379504 65821 8705369 7620751 0 0 7234037 6508498 0 0 0 0 0 540500 565855 7774537 7074353 930832 546398 10266287 10497893 3737107 3431193 6529180 7066700 PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE AND OTHER BENFITS 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 3 0 true 4 true false false false false false false false false X 8 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 CHAIRMAN - EFF 1/2024 2.0 0.0 X X 0 0 0 CASEY RICKS SECRETARY 2.0 0.0 X X 0 0 0 DICK WHITNEY TRUSTEE - THRU 2/2024 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 TRUSTEE 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 TRUSTEE 2.0 0.0 X 0 0 0 SEE SCHEDULE O FOR COMP PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false BENESYS INC 1050 LAKES DRIVE SUITE 120 WEST COVINA CA 91790 ADMINISTRATIVE FEES 411778 1 0 EMPLOYER CONTRIBUTIONS 525120 6952118 6952118 PARTICIPANT AND RETIREE CONTRIBUTIONS 525120 320924 320924 7273042 281887 281887 0 0 0 0 0 70 69 1 1 1 0 0 0 0 0 0 0 0 0 PRESCRIPTION REBATE 900099 34180 34180 OTHER INCOME 900099 31641 31641 65821 7620751 7338863 0 281888 0 0 0 6508498 0 0 0 0 0 0 243948 81075 111841 0 0 10447 72372 0 25386 0 0 0 0 0 3032 0 0 0 10228 BOND FUND EXPENSE 6803 PCORI EXCISE TAX 723 7074353 X 2671846 2707724 0 0 0 0 782481 711691 0 0 0 0 0 0 0 0 1122 4639 0 0 6108451 6229044 656349 805019 0 0 0 0 46038 39776 10266287 10497893 66796 63401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3670311 3367792 3737107 3431193 X 0 0 0 0 6529180 7066700 6529180 7066700 10266287 10497893 546398 -8878 X X false true X true false COMMON COLLECTIVE TRUST 805019 F 805019 0 RECIPROCITY PAYABLE 58292 CLAIMS PAYABLE AND IBNR 67500 ACCUMULATED ELIGIBILITY CREDITS 3242000 3367792 X 7601426 -8878 -8878 7610304 10447 10447 7620751 7371606 7371606 10447 -307700 -297253 7074353 FORM 990, SCHEDULE D, PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATE 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, 2024 AND 2023, 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; HOWERVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. Form 990, Schedule D, Part XII, - line 4b Change in benefit obligation - $307,700. FORM 990, PART VI, SECTION A, LINE 3: THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS. FORM 990, 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. FORM 990, 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. FORM 990, 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. FORM 990, 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. FORM 990, 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 T 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 LOCA 2679 SIERRA WAY LA VERNE CA 91750 950865935 SPONSOR. ORG. CA 501(C)(5) N/A NA false BRICK MASONS BOND TRUST FUND 1050 LAKES DR STE 120 WEST COVINA CA 91790 753170885 BOND DEPOSITS CA NA TRUST 6712 142833 0.54020 false false false false false false false false false false false false false false false false true true false false 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 APRIL 30, 2024, THERE ARE APPROXIMATELY 92 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION, OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE EASILY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ADVANCED CONSTRS CORP AGI MARBLE COMPANY AGUILAR & CALDERON CORP. ALISO PACIFIC INC. ALL AMERICAN ASPHALT - PLA ALL IN ONE CONSTRUCTION, INC. ALLIED CONSTRUCTION SERVICES ALPHA & OMEGA PAVERS, INC. - PLA AMALFI STONE & MASONRY CO AMERICAN TILE & BRICK AMERIVET CONTRACTING AR CONTRACTORS ASACRETE INC.- PLA BARAZANI STONE - PLA BIELSKI SPECIALTY SERVICES BRATTON MASONRY INC BRICKLAYERS LOCAL #4 BULLDOG PAVING, INC. - PLA C.S. LEGACY CONSTRUCTION INC - PLA CARNEVALE & LOHR CARRARA MARBLE CARRIER MAUSOLEUMS CONSTR CEM CONSTRUCTION CORPORATION CHRISTIAN REGENFUSS MASONRY, INC. CITY OF LOS ANGELES CLEVELAND MARBLE CORNERSTONE MASONRY- PSA CORRADINI CORPORATION CR INSULATION, INC. DEPT OF CORR&REHAB/CAPITA DEPT OF WATER & POWER DORFMEIER MASONRY INC DSM CONSTRUCTION INC DTS ENTERPRISE INC. EMPIRE REFRACTORY SERVICES OF OHIO FARLEY PAVING - PLA FRANK S. SMITH MASONRY, INC. G.M. MASONRY CO. - PLA GAGNON INC GLOBAL SCAFFOLD CONSTRUCTION SERV GRANSTROM MASONRY INC GRIFFITH COMPANY HAXTON MASONRY, INC. - PLA HESHCO INDUSTRIES - PLA IMI JOB CORPS J B MARBLE COMPANY J. A. LYNCH MASONRY J.T. THORPE & SON, INC. JOINT APPR COMMITTEE KRETSCHMAR & SMITH INC L JOHNSON CONSTRUCTION INC. L.A. COUNTY MASONRY, INC.- PLA LARGO CONCRETE INC. LNA CONCRETE LONEROCK, INC. -PLA MAJESTIC MASONRY, INC. MARC ANTHONY GLAZING MARK 1 RESTORATION COMPANY MASONRY CONCEPTS INC METRO BUILDERS & ENGINEER MLC CONSTRUCTORS, INC. MOODY MASONRY & CONCRETE- SUB - PLA NEW DIMENSION MASONRY INC - PLA NUWAY INC - PLA P J TILE & STONE PALMER FRANK C MASONRY PERKINS MASONRY INC. PULLMAN SST INC. R & R MASONRY INC RASCOM GROUP RECON REFRACTORY & CONSTR REGAL INDUSTRIES, INC. REYCON CONSTRUCTION INC REYES MASONRY CONTRACTORS RMS CONSTRUCTION ROYAL COUNTERTOPS INC - PLA SAMPLE TILE & STONE SMG STONE COMPANY SOUTHERN COUNTIES QUALITY SPECIALIZED CLEANING STONEY MASONRY INC TECSTONE INC THE NEW GENERATION ENGINEERING CONSTRUCTION INC THE SOURCE STONE TIER 1 MASONRY PSA TRULINE MASONRY VIC ROSS'S MASONRY INC. WESTERN TILE & MARBLE WESTERN WATERPROOFING WINEGARDNER MASONRY INC WOOD WORLD DBA JORGE'S CUSTOM WOODWORKS - PLA ZEOLLA MARBLE COMPANY