2024-02-02T12:45:46-06:00 2023-03-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DRIVE SUITE 1300 SAN DIEGO CA 92121 990 2022-04-01 330078759 AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST ASSO 6192832030 PO BOX 12630 SAN DIEGO CA 92112 NIGEL CARY CHAIRMAN 6192832030 2024-02-01 1 NIGEL CARY 999009999 0 JANE COLEMAN P01391236 8586271400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NIGEL CARY PO BOX 12630 SAN DIEGO CA 92112 20321983 0 X N/A X 1984 CA 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 FOR THE BENEFIT OF PARTICIPATING EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION. 7 7 0 7 60491 0 0 0 18766383 19539452 138756 60491 0 0 18905139 19599943 0 0 16800036 20167385 0 0 0 0 0 1209243 1354860 18009279 21522245 895860 -1922302 5823761 3785015 1423941 1514159 4399820 2270856 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 EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION. 0 0 TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS (1642 PARTICIPANTS) 0 0 0 0 0 0 0 0 0 0 1 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 3 0 1 0 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X FUTURE PLAN OF ASCENSUS 6196832030 PO BOX 12630 SAN DIEGO CA 92112 X MITCHELL BURCH SECRETARY (AS OF 07/22) 1.00 X X 0 0 0 GEORGE KVAAS TRUSTEE 1.00 X 0 0 0 NIGEL CARY CHAIRMAN 1.00 X X 0 0 0 NOLI GAVINO TRUSTEE 1.00 X 0 0 0 JIM SUMMERS TRUSTEE 1.00 X 0 0 0 BRANDON RICHIE TRUSTEE 1.00 X 0 0 0 TAMI BARNHART-REESE TRUSTEE 1.00 X 0 0 0 KENNETH J RIHA SECRETARY (THRU 07/22) 1.00 X X 0 0 0 0 0 0 0 0 0 0 WEST COAST GROUP BENEFITS 10809 THORNMINT ROAD SUITE A SAN DIEGO CA 92127 BROKER 824550 POLYCOMP ADMINISTRATION SERVICES PO BOX 12630 SAN DIEGO CA 92112 PLAN ADMINISTRATION 295019 2 EMPLOYER CONTRIBUTIONS 900099 19464894 19464894 REIMBURSEMENT COBRA 900099 47275 47275 LATE FEES & MISC. INCOME 900099 27283 27283 19539452 79419 79419 703112 722040 -18928 -18928 -18928 19599943 19539452 60491 0 20167385 100643 94935 10703 1109556 12053 1837 15777 RECORD STORAGE 7326 2030 21522245 2296752 324360 828329 839521 2698680 2621134 5823761 3785015 1423941 1514159 1423941 1514159 X 0 0 0 0 4399820 2270856 4399820 2270856 5823761 3785015 X -1922302 -116444 -90218 X 0 1 X 1 0 0 REGULATED INVESTMENT COMPANIES 2621134 F 2621134 DOLLAR BANK LIABILITY 1514159 1514159 X 19483499 -116444 -116444 19599943 0 19599943 21612463 90218 90218 21522245 0 21522245 PART X, LINE 2: THE TRUST FUND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE TRUST FUND FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT 90,218. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE PLAN ADMINISTRATOR THEN A TRUSTEE REVIEWS FORM 990 WITH THE TRUST'S INDEPENDENT ACCOUNTANT PRIOR TO FILING THE RETURN. A FINAL REVIEWED COPY OF THE 990 IS AVAILABLE TO ALL TRUSTEES PRIOR TO SUBMISSION UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MEETS REGULARLY TO REVIEW AND MONITOR TRUST ACTIVITIES. ALL TRUSTEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. TRUSTEES SHALL SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE ANNUALLY TO THE BOARD. IF A CONFLICT ARISES, THE TRUSTEE WITH A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS AND VOTING ON TRANSACTIONS. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT DURING THE YEAR ENDED MARCH 31, 2023. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST DOES NOT COMPENSATE ANY PERSONS, ACCORDINGLY A FORMAL COMPENSATION DETERMINATION PROCESS IS NOT NECESSARY. 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: ACCRUAL TO CASH ADJUSTMENT -90,218. AGC OF AMERICA SAN DIEGO CHAPTER INC 6212 FERRIS SQUARE SAN DIEGO CA 92121 951951119 PROVIDES SERVICES TO MEMBERS IN THE CONSTRUCTION INDUSTRY CA 501(C)(6) N/A N/A 0 AGC OF AMERICA SAN DIEGO CHAPTER INC APPRENTICESHIP & TRAINING TRUST FUND PO BOX 12630 SAN DIEGO CA 92112 330330244 PROVIDES APPRENTICESHIP AND TRAINING TO MEMBERS IN THE CONSTRUCTION INDUSTRY CA 501(C)(5) N/A AGC OF AMERICA SAN DIEGO CHAPTER INC 0 A & D GENERAL BUILDERS INC A & P DEVELOPMENT & CONSTRUCTION INC A & Y ASPHALT CONTRACTORS INC ABBOTT CONSTRUCTION ABC GENERAL CONTRACTORS INC ABHE & SVOBODA INC ABOVE ALL NAMES CONSTRUCTION SERVICES AC PROS INC ACCESS PACIFIC INC ACCURATE ASPHALT & CONCRETE INC ACME SAFETY & SUPPLY CORP ACT 1 CONSTRUCTION INC ADDISON-MILLER INC ADVANCED ACOUSTIC CONTRACTORS INC ADVANTAGE PAINTING SOLUTIONS INC AGC APPRENTICESHIP & TRAINING TRUST AHRENS MECHANICAL AK CONSTRUCTORS INC ALVAREZ AND SHAW INC AMERICAN ASPHALT & CONCRETE INC AMERICAN CONCRETE ANDERSON PACIFIC ENG CONST ANGUS ASPHALT ARCE CUSTOM CABINETS INC ARCHUS CONSTRUCTION INC ASBURY STEEL INC ASPHALT FABRIC & ENGINEERING INC ASSOCIATED GENERAL CONTRACTORS BARNHART-REESE CONSTRUCTION INC BEI CONSTRUCTION INC BEN'S ASPHALT INC BIG BEN INC BLUE PACIFIC ENGINEERING & CONSTRUCTION BOGH ENGINEERING INC BON AIR INC BORDEN EXCAVATING BOUDREAU PIPELINE CORP BRAVO CONCRETE CONSTRUCTION SERVICES BREWER CRANE LLC BUNKER CONSTRUCTION INC DBA BUNKER ENGINEERING BURCH CONSTRUCTION BURTECH PIPELINE BYROM-DAVEY INC CALDWELL SPECIALTIES INC CALI CONSTRUCTION CALIFORNIA COMMERCIAL POOLS INC CASPER CONCRETE CUTTING INC CATS EXCAVATING CCL CONTRACTING INC CEM CONSTRUCTION CORP CEMENT CUTTING INC CJ CONCRETE CONSTRUCTION INC CLAUSS CONSTRUCTION CONCRETE BUILDING SYSTEMS CONCRETE CONTRACTORS INTERSTATE COPP CONTRACTING INC COX CONSTRUCTION COMPANY CREST EQUIPMENT INC CREW INC CUYAMACA CONST INC D & D CONCRETE CONSTRUCTION DA WHITACRE CONSTRUCTION DALKE & SONS CONSTRUCTION DARYL GRIFFIS ACOUSTICS INC DAVID M BERTINO MFG INC DAVIS 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HOLTZ CORPORATION HSCC INC INLAND EMPIRE ARCHITECT IN-LINE FENCE & RAIL CO INC INNOVATION PAINTING INC INTEGRITY CONCRETE INTERSTATE CIVIL CONSTRUCTION IRONCLAD GENERAL ENGINEERING INC JR ABBOTT CONSTRUCTION JR CONSTRUCTION INC JR FILANC CONSTRUCTION CO INC JACKSON & BLANC JC FRAMING INC JEREMY HARRIS CONSTRUCTION INC JERGENSEN CONCRETE INC JERGENSEN CONSTRUCTION JMJ CONSTRUCTION JOHNSTON TRACTOR INC JPI DEVELOPMENT GROUP INC JT WIMSATT CONTRACTING KAR CONSTRUCTION INC KANA PIPELINE KASA CONSTRUCTION INC KAY CONSTRUCTION COMPANY INC KERNS INC A CALIFORNIA CORP KINGMEN CONSTRUCTION KRAUSE'S HANG RIITE WALLCOVERING KTA CONSTRUCTION INC KVAAS MANAGEMENT INC LAKE ARROWHEAD CONSTR DBA TRINITY CONSTR LB CIVIL CONSTRUCTION LCR EARTHWORK & ENGINEERING CORP LOS ANGELES ENGINEERING INC LUSARDI CONSTRUCTION CO LYMAN CONSTRUCTION M J BAXTER DRILLING COMPANY MA STEVENS CONSTRUCTION INC MACADEE ELECTRICAL CONSTRUCTION MARATHON CONSTRUCTION CORP MARCON ENGINEERING INC MARTINEZ CONCRETE INC MATCON GENERAL ENGINEERING INC MB COATINGS INC MC CONTRACTING MC PAINTING MCC EQUIPMENT RENTALS INC MERLI CONCRETE PUMPING CO MILLSTEN ENTERPRISES INC MIRAMAR GENERAL ENGINEERING MMG ENGINEERING INC MONTANO PIPELINE INC MULVIHILL CONSTRUCTION NEW CENTURY CONSTRUCTION NKS MECHANICAL CONTRACTING INC NORSTAR PLUMBING & ENG INC NU LINE TECHNOLOGIES OHE PAINTING OAK HOLLOW RESTORATION OAKVIEW CONSTRUCTORS INC OHNO CONSTRUCTION COMPANY OLYMPOS PAINTING INC OPTIMUS BUILDING COMPANY ORION CONSTRUCTION CORPORATION ORTIZ CORPORATION PACIFIC BUILDING GROUP INC PACIFIC CONTRACTORS GROUP INC PACIFIC HYDROTECH CORP PACIFIC WEST BUILDERS PAL GENERAL ENGINEERING PALM ENGINEERING CONSTRUCTION COMPANY INC PARDESS AIR INC PATRIOT DRYWALL PATRIOT PIPELINE INC PAULUS ENGINEERING INC PCL CONSTRUCTION INC PECORARO INC PENNSYLVANIA COATINGS PIPERIN CORPORATION PK MECHANICAL SYSTEMS PLAY FOUNDATIONS PMC CONCRETE CONTR PORTILLO CONCRETE INC PRESTIGE CONCRETE PRESTIGE STRIPING SERVICES INC PRO FINISH PAINTING PRO-CRAFT CONSTRUCTION INC PYRAMID BUILDING & ENGINEERING INC QSB CONSTRUCTION QUALITY CONSTRUCTION & ENGINEERING INC QUALITY PAINTING & WALLCOVERINGS R C CONSTRUCTION SERVICES INC R C FOSTER CORPORATION RA BURCH CONSTRUCTION CO RE CHAFFEE CONSTRUCTION RE SCHULTZ CONSTRUCTION INC RL LEE CONSTRUCTION INC RAMONA PAVING & CONSTRUCTION RAP ENGINEERING RASMUSSEN BROTHERS CONSTRUCTION INC REGAN PAVING DBA CHARLES C REGAN REYNOLDS CONTRACTING ROADWAY ENGINEERING & CONSTRUCTION CORP ROCKY COAST BUILDERS INC ROMERO GENERAL CONSTRUCTION S & B ENGINEERING S & H CABINET & MFG INC SC COATINGS CORPORATION SC VALLEY ENGINEERING INC SS MECHANICAL CORP SB GENERAL ENGINEERING INC SCHULER CONSTRUCTORS INC SEALRIGHT PAVING INC SENITICA CONSTRUCTION INC SEQUEL CONTRACTORS INC SERVITEK ELECTRIC INC SHAWNAN SIERRA PACIFIC WEST INC SIERRA WEST FINISH INC SILVER CREEK INDUSTRIES SIMMONS & WOOD INC SJD & B SLATER WATERPROOFING SOL CONSTRUCTION INC SOLTEK PACIFIC CONSTRUCTION CO SOUTH BAY FENCE INC SOUTHLAND PAVING INC SPEC CONSTRUCTION CO INC SPECIALTY INSTALLATION INC SPOONERS WOODWORKS INC STANEK CONSTRUCTORS INC STARRETT CONSTRUCTION INC STRONGHOLD ENGINEERING SUDWEEKS CONSTRUCTION SWCS INC SWINERTON BUILDERS TB PENICK & SONS INC - APPRENTICES TE ROBERTS INC TC CONSTRUCTION CO INC TEAM C CONSTRUCTION INC TECH BUILDERS INC TERRA PAVE INC - APPRENTICES THREE PEAKS CORP THUNDER-JONES CONTRACTING GROUP TK CONSTRUCTION TOBY B HAYWARD INC TOWNE DRYWALL INC TRANSTAR PIPELINE INC TRI-GROUP CONSTRUCTION TRINITY GRADING INC TRUTEAM OF CALIFORNIA TUBBS ENTERPRISES INC UNIQUE BUILDING GROUP UNITED PAVING COMPANY VALLEY PIPELINE SERVICES VANDERCOOK CONSTRUCTION VASQUEZ CONSTRUCTION COMPANY VORWALLER & BROOKS INC WALTERS PAINTING INC WEST COAST AIR CONDITIONING WEST COAST GENERAL CORP WEST COAST GENERAL GROUP INC WESTERN RIM CONSTRUCTORS WESTERN STATE BUILDERS INC WEST-TECH CONTRACTING INC WHILLOCK CONTRACTING INC WIER CONSTRUCTION CORPORATION YBS CONSTRUCTION ENGINEERING ZASUETA CONTRACTING INC ZUSSER COMPANY 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