2024-03-26T14:44:01-05:00 2023-05-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-06-01 942621654 Furniture & Industrial Carpenters Health Trust % BENESYS ADMINISTRATORS FURN 4085883768 7180 Koll Center Pkwy Suite 200 Pleasanton CA 94566 ARTURO RODRIGUEZ Trustee 4085883768 2024-03-22 true ARTURO RODRIGUEZ 999009999 SUNNY BAEK P01451883 9252779100 2 2022 2023-04-26 12:10:37Z X ARTURO RODRIGUEZ 7180 Koll Center Pkwy200 Pleasanton CA 94566 2890458 false X N/A X 1954 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 4 0 0 0 0 0 0 0 2691929 2867271 688 18903 10678 4284 2703295 2890458 0 0 2338942 3013423 0 0 0 0 0 151155 165461 2490097 3178884 213198 -288426 2918680 3068509 639059 1077314 2279621 1991195 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. false false PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false false false 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 0 false false false false false false false false false X 4 0 false true false false false false false true false false false true true true true true true false false false CA X BENESYS ADMINISTRATORS 4085883768 7180 KOLL CENTER PKWY SUITE 200 Pleasanton CA 94566 X MARK VIGNOLES TRUSTEE 1.0 0.0 X 0 0 0 GERARDO BLUM TRUSTEE 1.0 0.0 X 0 0 0 MIKE DESIMONI JR TRUSTEE 1.0 0.0 X 0 0 0 ARTURO RODRIGUEZ TRUSTEE 1.0 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 525100 2865823 2865823 PARTICIPANT CONTRIBUTIONS 525100 1448 1448 2867271 18903 18903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 4284 4284 4284 2890458 2871555 18903 0 0 0 3013423 0 0 0 0 0 0 70926 9928 33221 0 0 0 33195 0 8724 0 0 0 0 0 0 0 0 0 9467 3178884 489035 440251 2160947 2361342 0 0 257747 266127 0 0 0 0 0 0 0 0 10951 789 0 0 0 0 0 0 0 0 0 0 0 0 2918680 3068509 8407 17949 0 0 0 0 0 0 0 0 0 0 0 0 0 0 630652 1059365 639059 1077314 X 0 0 0 0 2279621 1991195 2279621 1991195 2918680 3068509 -288426 X false true X true false 0 ACCUMULATED ELIGIBILTY CREDITS 661484 DUE TO RELATED PLANS 397881 1059365 X 2890458 2890458 2890458 2721430 2721430 457454 457454 3178884 PART X, LINE 2: The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of May 31, 2023, and 2022, 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 - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION FORM 990, PART VI, SECTION A, LINE 3: THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: 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 FURNITURE & INDUSTRIAL CARPENTERS TRUST FUNDS IS PROVIDED WITH A COPY OF THE CONFLICT-OF-INTEREST POLICY. THE ORGANIZATION CONSISTeNTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF-INTEREST POLICY. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: 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 ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED. Industrial Carpenters and Precast Pensio 1731 Technology Drive Suite 570 san Jose CA 95110 946284211 SEE PART VII CA 501(A) N/A NA false Carpenters Local 2236 115 Broadway Oakland CA 94607 943068368 SEE PART VII CA 501(C)(5) N/A NA false false false false false false false false false false false false false false false false false 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 MAY 31, 2023, THERE ARE APPROXIMATELY 7 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 CLASIFICATION (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 REASONABLY 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. ACOSTA & SONS INC. BURNETT & SONS CHANNEL LUMBER COMPANY COMMERCIAL DESIGN HERZONG TRANSIT SERVICES, INC. VALLEY OAK PARK WALTER & WOLF PRECAST SCHEDULE R, PART II, (b) PRIMARY ACTIVITY: INDUSTRIAL CARPENTERS AND PRECAST PENSION PLAN: TO PROVIDE PENSION BENEFITS TO THE PARTICIPANTS. CARPENTERS LOCAL 2236: TO IMPROVE WELFARE AND WORKING CONDITIONS OF MEMBERS.