2025-01-31T16:55:34-06:00 2024-03-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DRIVE SUITE 1300 SAN DIEGO CA 92121 990 2023-04-01 330078759 AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST ASSO 6196832030 PO BOX 12630 SAN DIEGO CA 92112 NIGEL CARY CHAIRMAN 6196832030 2025-01-27 1 0 JANE COLEMAN P01391236 8586271400 2023 2025-03-06 01:10:19Z NIGEL CARY PO BOX 12630 SAN DIEGO CA 92112 21996342 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 139074 0 0 0 19539452 21205772 60491 139074 0 0 19599943 21344846 0 0 20167385 18918102 0 0 0 0 0 1354860 1336946 21522245 20255048 -1922302 1089798 3785015 5199038 1514159 1784640 2270856 3414398 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 (1535 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 530 B STREET SUITE 900 SAN DIEGO CA 92101 X ALEX SAMUELSON TRUSTEE 1.00 X 0 0 0 BRANDON RICHIE TRUSTEE 1.00 X 0 0 0 JIM SUMMERS TRUSTEE 1.00 X 0 0 0 MITCHELL BURCH SECRETARY 1.00 X X 0 0 0 NIGEL CARY CHAIRMAN 1.00 X X 0 0 0 NOLI GAVINO TRUSTEE 1.00 X 0 0 0 TAMI BARNHART-REESE TRUSTEE 1.00 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 799483 FUTURE PLAN OF ASCENSUS 530 B STREET SUITE 900 SAN DIEGO CA 92101 PLAN ADMINISTRATION 270098 WOLDS LAW GROUP 4747 EXECUTIVE DR STE 250 SAN DIEGO CA 92121 LEGAL 111610 3 EMPLOYER CONTRIBUTIONS 900099 21153665 21153665 REIMBURSEMENT COBRA 900099 38587 38587 LATE FEES & MISC. INCOME 900099 13520 13520 21205772 138604 138604 651966 651496 470 470 470 21344846 21205772 139074 0 18918102 135567 77467 10436 1069581 13859 679 16664 RECORD STORAGE 12131 DUES & SUBSCRIPTIONS 562 20255048 324360 789635 839521 1399045 2621134 3010358 3785015 5199038 1514159 1784640 1514159 1784640 X 0 0 0 0 2270856 3414398 2270856 3414398 3785015 5199038 X 1089798 324225 -270481 X 0 1 X 1 0 0 REGULATED INVESTMENT COMPANIES 3010358 F 3010358 DOLLAR BANK LIABILITY 1784640 1784640 X 21669071 324225 324225 21344846 0 21344846 20525529 270481 270481 20255048 0 20255048 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 270,481. 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, 2024. 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 -270,481. 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 & P DRYWALL INC A & Y ASHPHALT CONTRACTORS INC ABBOTT CONSTRUCTION ABC GENERAL CONTRACTORS ABHE & SVOBODA INC ABOVE ALL NAMES AC PROS INC ACCESS PACIFIC INC ACCURATE ASPHALT & CONCRETE INC ACME SAFETY & SUPPLY CORP ACT 1 CONSTRUCTION INC ADDISON-MILLER INC ADLC ADVANCE PLUMBING COMPANY ADVANCED ACOUSTIC CONTRACTORS INC ADVANTAGE PAINTING SOLUTIONS INC AGC APPRENTICESHIP & TRAINING TRUST AHRENS MECHANICAL ALVAREZ AND SHAW INC AMERICAN ASPHALT & CONCRETE INC AMERICAN CONCRETE AMG DEMOLITION & ENVIRONMENTAL SERVICE AMTEK CONSTRUCTION ANDERSON PACIFIC ENG CONST ANGUS ASPHALT ARCE 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