2025-11-17T18:41:54-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2024-01-01 336069031 ABC CALIFORNIA HEALTH TRUST WELFARE BENEFIT PLAN ABCC 6196832030 PO BOX 12630 SAN DIEGO CA 92112 RENEE MOORE CHAIR 6196832030 2025-11-12 1 1 DYLAN VALENTINE P01934033 9167847800 2025-11-12 2024 2025-03-06 01:10:19Z X RENEE MOORE PO BOX 12630 SAN DIEGO CA 92112 20008534 0 X N/A X 1990 CA PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO PARTICIPATING EMPLOYERS & EMPLOYEES 3 3 0 6 503619 465934 0 0 18532461 18874607 131275 503619 0 0 18663736 19378226 0 0 16545153 16675697 0 0 0 0 0 1823920 1795484 18369073 18471181 294663 907045 8650108 9894543 2752023 2933492 5898085 6961051 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 1 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 PO BOX 12630 SAN DIEGO CA 92112 X BRENT DUSENBERRY CHAIR (LEFT 12/24) 1.00 X X 0 0 0 MIKE WEBB SECRETARY (LEFT 5/24) 1.00 X X 0 0 0 EMILY HARTNETT TRUSTEE 1.00 X 0 0 0 ALEX GALICIA TRUSTEE 1.00 X 0 0 0 KRISTINA LUBAN TRUSTEE (LEFT 12/24) 1.00 X 0 0 0 SANDRA MENDEZ 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 848260 WOLDS VANDERWAL 4747 EXECUTIVE DRIVE 250 SAN DIEGO CA 92121 LEGAL 118392 2 EMPLOYER CONTRIBUTIONS 900099 18795106 18795106 COBRA CONTRIBUTIONS 900099 79501 79501 18874607 242613 242613 891314 630308 261006 261006 261006 19378226 18874607 503619 0 16675697 449834 115948 45413 19514 BROKER FEES 849440 INCOME TAX EXPENSE 276550 OTHER ADMIN. FEES 35109 BANK FEES 3676 18471181 1738717 2357888 58635 39629 901405 817924 5648 3217 5945703 6675885 8650108 9894543 54192 55954 2697831 2877538 2752023 2933492 X 5898085 6961051 5898085 6961051 8650108 9894543 X 907045 256447 -100526 X X 0 1 X 1 0 0 INSURANCE PREMIUMS PAYABLE 597712 ACCUMULATED ELIGIBILITY CREDITS 1548808 ACCRUED INCOME TAXES 104231 DEFERRED INCOME TAXES 626787 2877538 X 19634673 256447 256447 19378226 0 19378226 18471181 0 18471181 0 18471181 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, 2024. FORM 990, PART VI, SECTION C, LINE 18 FUTUREPLAN BY ASCENSUS PO BOX 12630 SAN DIEGO, CA 92122 (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 -67,800. CHANGES IN INSURANCE PREMIUM PAID AND INCURRED -32,726. FORM 990, PART XII, LINE 2C: THE 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 ACE ELECTRIC ADVANCED PLUMBING AHRENS MECHANICAL ALLSTATE ELECTRIC ALPHA MECHANICAL ANDREWS BRO APPLIED MECHANICAL ATLAS MECH ATR MECHANICAL BARRACK-NICKOLS CONTRACTING BCP MECHANICAL BERGELECTRIC BRIAN COX MECH BURNER SHEETMETAL BUXCON SHEETMETAL CACY ELECTRIC CALRAY ELECTRIC CERTIFIED MECH SYSTEMS CHALLENGER SHEETMETAL CLIMATEC INC CMT ALPINE ELECTRIC COLLINS PLUMBING COMMUNICATION WIRING SPECIALIST COUNTYWIDE MECHANICAL DAVIS MECHANICAL EHMCKE SHEETMETAL ELECTRON & TELECOM ENSLEY ELECTRIC ERA PLUMBING FREDERICKS ELECTRIC HELFERS ELECTRIC CO HELIX MECHANICAL HES SOLAR HOLTVILLE AC HPS MECHANICAL HR PLUMBING ICKLER ELECTRIC INDUSTRIAL COMMUNICATIONS INTERPIPE CONTRACTING ITI CABLING JPI DEVELOPMENT LASER ELECTRIC LIGHTWERKS -A LOW VOLTAGE INTEGRATED MECH ONE INC MJC ELECTRIC NEW WAVE ELECTRIC PACIFIC RIM MECHANICAL PALADIN TECHNOLOGIES PARADIGM MECHANICAL PATHWAY COMMUNICATIONS PAUL J CONSTRUCTION PEG ENTERPRISES PELTZER PLUMBING PERFORMANCE AUTO PERFORMANCE PLUMBING PIPE TRADES POWER PRO PLUS PREMIUM WEST PRIME ELECTRICAL SERVICES PRO-CRAFT CONSTRUCTION PWC INC PYROCOMM SYSTEMS READY ELECTRIC RED HAWK FIRE RETROTECH SYSTEMS RL FICK & SON PLUMBING ROCK ELECTRIC ROWAN ELECTRIC SASS ELECTRIC SCHULTZ AUDIO SCOTT MICHAEL SHERWOOD MECHANICAL SJ ELECTRIC SOURCE ONE ELECTRICAL SOUTHCOAST HEATINGAMS SOUTHWEST MECHANCIAL STANDARD ELECTRONICS STRANG HEATING SW CONSTRUCTION TEL TECH PLUS TIME AND ALARM VECTOR USA W R ROBBINS WEST COAST AIR WEST POINT MECHANICAL ZLM MECHANICAL 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 LASER ELECTRIC S 556830 CASH BERGELECTRIC S 438481 CASH PACIFIC RIM MECHANICAL S 373752 CASH HPS MECHANICAL S 332993 CASH PRIME ELECTRICAL SERVICES S 257960 CASH CACY ELECTRIC S 170453 CASH CHALLENGER SHEETMETAL S 119273 CASH BRIAN COX MECH S 114247 CASH ADVANCED PLUMBING S 111048 CASH ROCK ELECTRIC S 103924 CASH COUNTYWIDE MECHANICAL S 99035 CASH COMMUNICATION WIRING SPECIALIST S 90583 CASH ELECTRON & TELECOM S 90322 CASH ALPHA MECHANICAL S 88942 CASH ICKLER ELECTRIC S 83804 CASH WEST COAST AIR S 81018 CASH STANDARD ELECTRONICS S 78202 CASH BUXCON SHEETMETAL S 74924 CASH ATLAS MECH S 72638 CASH EHMCKE SHEETMETAL S 67608 CASH NEW WAVE ELECTRIC S 67089 CASH ROWAN ELECTRIC S 66172 CASH DAVIS MECHANICAL S 65709 CASH BURNER SHEETMETAL S 65645 CASH HOLTVILLE AC S 65010 CASH SJ ELECTRIC S 63470 CASH ZLM MECHANICAL S 60415 CASH PYROCOMM SYS S 58236 CASH SHERWOOD MECHANICAL S 57491 CASH INDUSTRIAL COMM S 56883 CASH ALLSTATE ELECTRIC S 51468 CASH