2023-11-15T11:22:58-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2022-01-01 336069031 ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN ABCC 6196832030 404 CAMINO DEL RIO S NO 608 SAN DIEGO CA 92108 BRENT DUSENBERRY CHAIR 6196832030 2023-11-14 1 BRENT DUSENBERRY 999009999 1 JENNA BERTUCCELLI P01534744 9167847800 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENT DUSENBERRY 404 CAMINO DEL RIO S NO 608 SAN DIEGO CA 92108 18831021 0 X N/A X 1990 CA PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO PARTICIPATING EMPLOYERS & EMPLOYEES 3 3 0 4 129681 111105 0 0 18007154 17780962 285899 129681 0 0 18293053 17910643 0 0 16864465 16335618 0 0 0 0 0 1518450 1226548 18382915 17562166 -89862 348477 8208446 7494647 1965895 2415102 6242551 5079545 X THE TRUST FUND IS INTENDED TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN (OR PLANS) FOR THE BENEFIT OF PARTICIPATING EMPLOYERS, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION. 0 0 PROVIDE HEALTH BENEFITS FOR EMPLOYERS/EMPLOYEES AND THEIR COVERED DEPENDENTS. 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 1 4 0 0 1 1 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X FUTUREPLAN BY ASCENSUS 6196832030 404 CAMINO DEL RIO S NO 608 SAN DIEGO CA 92108 X BRENT DUSENBERRY CHAIR 1.00 X X 0 0 0 MIKE WEBB SECRETARY 1.00 X X 0 0 0 EMILY HARTNETT TRUSTEE 1.00 X 0 0 0 BRIAN WICKLUND TO 1222 TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 WEST COAST GROUP BENEFITS 10809 THORNMINT ROAD SAN DIEGO CA 92127 INSURANCE BROKER 828919 WOLDS VANDERWAL 4747 EXECUTIVE DRIVE 250 SAN DIEGO CA 92121 LEGAL 136563 2 EMPLOYER CONTRIBUTIONS 900099 17666092 17666092 COBRA CONTRIBUTIONS 900099 114870 114870 17780962 103766 103766 946293 920378 25915 25915 25915 17910643 17780962 129681 0 16335618 446910 136577 42525 17576 BROKER FEES 829638 OTHER ADMIN. FEES 27103 BANKING FEES 1490 INCOME TAX EXPENSE -275271 17562166 1656463 1330238 50679 66379 675527 941867 4486 4544 5821291 5151619 8208446 7494647 72964 52035 1892931 2363067 1965895 2415102 X 6242551 5079545 6242551 5079545 8208446 7494647 X 348477 -766076 -740852 -4555 X X 0 1 X 1 0 0 ACCRUED INSURANCE PREMIUMS 555681 ACCUMULATED ELIGIBILITY CREDITS 1341805 ACCRUED INCOME TAXES 272936 DEFERRED INCOME TAXES 192645 2363067 X 17140340 -766076 -766076 17906416 4227 4227 17910643 17557939 0 17557939 4227 4227 17562166 PART X, LINE 2: THE PLAN MEETS THE REQUIREMENTS FOR QUALIFICATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND UNDER SECTION 23701(I) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND THEREFORE, IS EXEMPT FROM MOST TAXES. THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED SEPTEMBER 21, 1990 THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. THE PLAN HAS ALSO RECEIVED A DETERMINATION LETTER DATED OCTOBER 17, 2000 FROM THE STATE OF CALIFORNIA FRANCHISE TAX BOARD. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND STATE LAWS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATIONS BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED THE CONTROL OVER MANAGEMENT DUTIES UNDER THE SUPERVISION OF TRUSTEES TO A PLAN CONTRACT ADMINISTRATOR AND AN INVESTMENT MANAGER. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY SEPARATE COMMITTEES AUTHORIZED TO MAKE DECISIONS ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES REVIEW FORM 990 WITH THE TRUST'S INDEPENDENT ACCOUNTANT PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MEETS REGULARLY TO REVIEW AND MONITOR TRUST ACTIVITIES. ALL BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS SHALL SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE ANNUALLY TO THE BOARD. IF A CONFLICT ARISES, THE MEMBER WITH A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS AND VOTING TRANSACTIONS. THERE HAVE BEEN NO INCIDENTS OF CONFLICT IN THE YEAR ENDED DECEMBER 31, 2022. FORM 990, PART VI, SECTION C, LINE 18 FUTUREPLAN BY ASCENSUS 404 CAMINO DEL RIO S 608 SAN DIEGO, CA 92108 (619) 683-2030 FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ELIGIBILITY CREDITS, DOLLAR BANK 10,596. CHANGES IN INSURANCE PREMIUM PAID AND INCURRED -15,151. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASSOCIATED BUILDERS & CONTRACTORS OF SAN DIEGO 13825 KIRKHAM WAY POWAY CA 92064 953000378 BUILDING INDUSTRY TRADE ORGANIZATION CA 501(C)(6) N/A 0 SAN DIEGO CHAPTER ABC TRAINING TRUST FUND 13825 KIRKHAM WAY POWAY CA 92064 330144680 CONSTRUCTION APPRENTICESHIP TRAINING PROGRAMS CA 501(C)(3) LINE 7 N/A 0 A STEP ABOVE ABC SAN DIEGO ACE ELECTRIC ADVANCED PLUMBING AGRI INC AHRENS MECHANICAL ALEXANDER PACIFIC ALLSTATE ELECTRIC ALPHA MECHANICAL AMERICAN SHEET METAL ANTON ELECTRIC ATLAS MECH BARRACK-NICKOLS CONTRACTING BCP MECHANICAL BERGELECTRIC BILBRO CONSTRUCTION BPI PLUMBING BREWER CRANE & RIGGING INC BRIAN COX MECH BURNER SHEETMETAL BUXCON SHEETMETAL CACY ELECTRIC CALRAY ELECTRIC CAMERON BROTHERS COMPANY CERTIFIED MECH SYS CHALLENGER SHEETMETAL CJ DON ELEC CMT ALPINE ELECTRIC COLLINS PLUMBING COMMUNICATION WIRING SPECIALIST CONCRETE CONTRACTORS INTERSTATE CONTROL SYSTEMS ENGINEERING COUNTYWIDE MECHANICAL CRAFTSMAN ELEC C-RAY INC CSM PLUMBING CUYAMACA CONSTRUCTION D2 PLUMBING DAVIS FRAMING DAVIS MECHANICAL DICK MILLER INC DIVISION 8 EHMCKE SHEETMETAL ELECTRON & TELECOM ELECTRONIC CONN ENSLEY ELECTRIC FINNER ELEC FREDERICKS ELECTRIC H & D CONST HELFERS ELECTRIC CO HELIX MECHANICAL HELIX MECHANICAL HES SOLAR HPS MECHANICAL HR PLUMBING ICKLER ELECTRIC INDUSTRIAL COMM INTERPIPE CONTRACTING ITI CABLING JJJ ENTERPRISE JPI DEVELOPMENT LASER ELECTRIC LIGHTWERKS -A LOW VOLTAGE INTEGRATED MARCON ENGINEERING MASON BLICK ELECT MAXIM CONST CO MCCLURE MECHANICAL SYSTEMS INC MECH ONE INC MJC ELECTRIC MODERN MASONRY NEW WAVE ELECTRIC PACIFIC RIM MECHANICAL PARADIGM MECHANICAL PATHWAY COMM PAUL J CONSTRUCTION PEG ENTERPRISES PELTZER PLUMBING PERFORMANCE AUTO PES ELECTRIC PIPE TRADES PRIMARY MECH PRIME ELECTRICAL SERVICES PROGRESSIVE ELECTRIC CO PWC INC RE STAITE ENGINEERING INC RADIUS ENERGY RANBAR PLUMBING RED HAWK FIRE RL FICK & SON PLUMBING ROCK ELECTRIC ROCKET ELEC ROWAN ELECTRIC SASS ELECTRIC SCOTT MICHAEL SHERWOOD MECHANICAL SIMPSON MECH SJ ELECTRIC SOURCE ONE ELECTRICAL SOUTHCOAST HEATINGAMS STANDARD ELECTRONICS STEELCORE ELECTRIC STRANG HEATING SUMMIT ELECTRICAL INC SW CONSTR TEKWORKS TETRAD CONT TLC TELECOM VALU GROUP VASQUEZ CONSTRUCTION COMPANY VECTOR USA W R ROBBINS WALTER N COFFMAN WEST COAST AIR WEST COAST FIRE & INTEGRATED WEST COUNTY MECH WEST POINT MECH WESTERN BAY SHEET METAL INC WESTERN PUMP WEST-TECH 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 LASER ELECTRIC S 1085445 CASH ALPHA MECHANICAL S 923137 CASH WEST-TECH S 836259 CASH JPI DEVELOPMENT S 826143 CASH RE STAITE ENGINEERING INC S 714107 CASH BREWER CRANE & RIGGING INC S 710055 CASH SHERWOOD MECHANICAL S 705435 CASH ADVANCED PLUMBING S 662078 CASH WESTERN PUMP S 554520 CASH DICK MILLER INC S 553302 CASH ACE ELECTRIC S 538300 CASH INTERPIPE CONTRACTING S 452739 CASH HELIX MECHANICAL S 402997 CASH PACIFIC RIM MECHANICAL S 389535 CASH BILBRO CONSTRUCTION S 365150 CASH STANDARD ELECTRONICS S 341311 CASH ITI CABLING S 337445 CASH SUMMIT ELECTRICAL INC S 314802 CASH MODERN MASONRY S 279172 CASH H & D CONST S 277848 CASH DAVIS MECHANICAL S 221797 CASH JJJ ENTERPRISE S 220299 CASH VASQUEZ CONSTRUCTION COMPANY S 216859 CASH ABC SAN DIEGO S 210815 CASH CAMERON BROTHERS COMPANY S 205307 CASH DAVIS FRAMING S 204998 CASH CUYAMACA CONSTRUCTION S 203591 CASH CONCRETE CONTRACTORS INTERSTATE S 201720 CASH COUNTYWIDE MECHANICAL S 190782 CASH CERTIFIED MECH SYS S 189866 CASH HPS MECHANICAL S 178307 CASH WESTERN BAY SHEET METAL INC S 161750 CASH PRIME ELECTRICAL SERVICES S 140867 CASH HR PLUMBING S 139867 CASH PROGRESSIVE ELECTRIC CO S 136954 CASH CHALLENGER SHEETMETAL S 136449 CASH BERGELECTRIC S 120451 CASH LOW VOLTAGE INTEGRATED S 116339 CASH BARRACK-NICKOLS CONTRACTING S 112883 CASH DIVISION 8 S 111118 CASH CACY ELECTRIC S 109975 CASH MASON BLICK ELECT S 106210 CASH ROWAN ELECTRIC S 99812 CASH TETRAD CONT S 95270 CASH HELIX MECHANICAL S 92592 CASH NEW WAVE ELECTRIC S 90586 CASH MCCLURE MECHANICAL SYSTEMS INC S 85325 CASH ROCK ELECTRIC S 79751 CASH AHRENS MECHANICAL S 78331 CASH EHMCKE SHEETMETAL S 76650 CASH WEST COAST AIR S 75797 CASH WALTER N COFFMAN S 74899 CASH BPI PLUMBING S 74139 CASH INDUSTRIAL COMM S 70738 CASH MAXIM CONST CO S 69738 CASH COMMUNICATION WIRING SPECIALIST S 66627 CASH ICKLER ELECTRIC S 65396 CASH PIPE TRADES S 62791 CASH VECTOR USA S 58418 CASH AGRI INC S 55372 CASH SASS ELECTRIC S 55171 CASH STRANG HEATING S 50806 CASH