2026-02-09T17:25:05-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-04-01 330078759 AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST ASSO 6196832030 PO BOX 12630 SAN DIEGO CA 92112 NIGEL CARY CHAIRMAN 6196832030 2026-02-04 1 0 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z NIGEL CARY PO BOX 12630 SAN DIEGO CA 92112 23613275 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 301977 0 0 0 21205772 22745588 139074 301977 0 0 21344846 23047565 0 0 18918102 21169530 0 0 0 0 0 1336946 1297003 20255048 22466533 1089798 581032 5199038 5731945 1784640 1953758 3414398 3778187 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 (1560 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 BY ASCENSUS 6196832030 750 B STREET SUITE 2820 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 828969 FUTURE PLAN BY ASCENSUS 750 B STREET SUITE 2820 SAN DIEGO CA 92101 PLAN ADMINISTRATION 279989 2 EMPLOYER CONTRIBUTIONS 900099 22539853 22539853 LATE FEES & MISC. INCOME 900099 134371 134371 REIMBURSEMENT COBRA 900099 71364 71364 22745588 179004 179004 688683 565710 122973 122973 122973 23047565 22745588 301977 0 21169530 82647 76171 7428 1091313 22775 809 15860 22466533 789635 109651 1399045 2464315 3010358 3157979 5199038 5731945 1784640 1953758 1784640 1953758 X 0 0 0 0 3414398 3778187 3414398 3778187 5199038 5731945 X 581032 -48125 -169118 X 0 1 X 1 0 0 REGULATED INVESTMENT COMPANIES 3157979 F 3157979 DOLLAR BANK LIABILITY 1953758 1953758 X 22999440 -48125 -48125 23047565 0 23047565 22635651 0 22635651 -169118 -169118 22466533 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 4B - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT -169,118. 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, 2025. 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 -169,118. 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 ACE ELECTRIC INC ACT 1 CONSTRUCTION INC ADDISON-MILLER INC ADLC ADVANCE PLUMBING COMPANY ADVANCED ACOUSTIC CONTRACTORS INC ADVANTAGE PAINTING SOLUTIONS INC AEC MORENO CORP AGC APPRENTICESHIP & TRAINING TRUST AHRENS MECHANICAL AK CONSTRUCTORS INC ALIGN BUILDERS ALVAREZ AND SHAW INC AMERICAN ASPHALT & CONCRETE INC AMERICAN CONCRETE ANDERSON PACIFIC ENG CONST ANGUS ASPHALT ARCE CUSTOM CABINETS INC ARCHUS CONSTRUCTION INC ARENA CONSTRUCTION ARGEE CONSTRUCTION DBA CRAFTSMAN CONSTR ARROW PARKING LOT SERVICE INC ASPHALT FABRIC & ENGINEERING INC ASSOCIATED GENERAL CONTRACTORS AT CONCRETE AUTOBAHN CONSTRUCTION INC BALFOUR BEATTY CONSTRUCTION BARNHART-REESE CONSTRUCTION INC BARNHART-REESE CONSTRUCTION INC BASILE CONSTRUCTION BEAR VALLEY PAVING BEN'S ASPHALT INC BERGELECTRIC CORPORATION BIG BEN INC BLACKBIRD CONTRACTING SERVICES BLUE PACIFIC ENGINEERING & CONSTRUCTION BOGH CONSTRUCTION LLC BOGH ENGINEERING INC BON AIR INC BORDEN EXCAVATING INC BRAVO CONCRETE CONSTRUCTION SERVICES BREWER CRANE LLC BTS EQUIPMENT UNLIMITED BUILDER SERVICES GROUP DBA TRUTEAM OF CALIFORNIA BURCH CONSTRUCTION BURTECH PIPELINE BYROM-DAVEY INC CW DRIVER INC CAL ELITE UNDERGROUND INC CALDWELL SPECIALTIES INC CALI CONSTRUCTION CALIFORNIA COMMERCIAL POOLS INC CASPER CONCRETE CUTTING INC CCL CONTRACTING INC CEM CONSTRUCTION CORP CEMENT CUTTING INC CERTIFIED CONCRETE INC CHDS INC DBA CURTIS DRILLING COMPANY CHROMATIC VISION PAINTING CJ CONCRETE CONSTRUCTION INC COMPETITIVE PAINTING COPP CONTRACTING INC CORPORAL BUILDING SERVICES INC COX CONSTRUCTION COMPANY CPY PAINTING LLC CRAFT CONSTRUCTION & DEVELOPMENT CREW INC CRIMSON MARIE COMPANY CUYAMACA CONST INC D & D CONCRETE CONSTRUCTION D & O CONSTRUCTION DA WHITACRE CONSTRUCTION DALKE & SONS CONSTRUCTION DAN LYMAN CONSTRUCTION DARYL GRIFFIS ACOUSTICS DAVID M BERTINO MFG INC DAVIS FRAMING INC DAVISREED CONSTRUCTION DB PIPELINE DEMOLITION SPECIALIST INC DEVRIES CONSTRUCTION INC DICK MILLER INC DLG CONTRACTORS INC DON PETERSON CONTRACTING DOWNSTREAM SERVICES INC EJ MEYER COMPANY EC CONSTRUCTORS INC EDWARDS CONSTRUCTION GROUP INC EFR ENVIRONMENTAL SERVICES EL CAJON GRADING & ENGINEERING EL-CO CONTRACTORS INC ELITE EARTHWORKS & ENGINEERING ERICKSON-HALL CONSTRUCTION ETC BUILDING & DESIGN INC EWING PAINTING FJ WILLERT CONTRACTING CO INC FARIS CONSTRUCTION COMPANY FILANC FIVE ENGINEERING & PLUMBING FLAT & VERTICAL INC FRAMECO CONSTRUCTION INC G BROTHERS CONSTRUCTION INC GB CONSTRUCTION INC G2 CONSTRUCTION INC GARZA CONSTRUCTION INC GDL BEST CONTRACTORS GDL CONSTRUCTION GENTRY BROTHERS INC GENTRY GENERAL ENGINEERING GOBAL MODULAR INC GOOD-MEN ROOFING & CONSTRUCTION INC GRAHOVAC CONSTRUCTION H & D CONSTRUCTION COMPANY H & H GENERAL CONTRACTORS H L HITCHCOCK CONSTRUCTION INC HAITBRINK ASPHALT PAVING INC HARPER CONSTRUCTION COMPANY HAZARD CONSTRUCTION ENGINEERING LLC HELLAS CONSTRUCTION HI TECH PAINTING INC HILLCREST CONTRACTING INC HOLLANDS CUSTOM CABINETS HOLTZ CORPORATION HORIZON PAINTING CO INC HR MECHANICAL CORP HSCC INC INLAND EMPIRE ARCHITECT IN-LINE FENCE & RAIL CO INC INNOVATION PAINTING INTERPIPE CONTRACTING INC INTERSTATE CIVIL CONSTR JR CONSTRUCTION INC JACKSON & BLANC JAMES W FOWLER COMPANY JC FRAMING INC JCE EQUIPMENT INC JEREMY HARRIS CONSTRUCTION JERGENSEN CONCRETE JERGENSEN CONSTRUCTION JMJ CONSTRUCTION JOHNSTON TRACTOR INC JPI DEVELOPMENT GROUP INC JT WIMSATT CONTRACTING CO INC KAR CONSTRUCTION INC KANA PIPELINE INC KASA CONSTRUCTION INC KERNS CONSTRUCTION KINGMEN CONSTRUCTION KTA CONSTRUCTION INC LMT ENT DBA TYNER PAVING COMPANY LB CIVIL CONSTRUCTION LCR EARTHWORKS & ENGINEERING CORP LEE & STIRES INC LEO'S A-C INC DBA LM PAINTING & CONSTR LEVEL UP DOORS AND WOODWORK LOS ANGELES ENGINEERING INC LUSARDI CONSTRUCTION CO M BAR C CONSTRUCTION INC MA STEVENS CONSTRUCTION INC MACADEE ELECTRICAL CONSTRUCTION MADRID EQUIPMENT RENTALS MARATHON CONSTRUCTION CORP MARCON ENGINEERING INC MARTINEZ CONCRETE INC MATCON GENERAL ENG MC PAINTING MCC EQUIPMENT RENTALS INC MCC PIPELINE INC MERLI CONCRETE PUMPING CO MERLIN JOHNSON CONSTRUCTION MILLAX CONSTRUCTION MILLSTEN ENTERPRISES INC MINCO CONSTRUCTION DBA MINAKO AMERICA MIRAMAR GENERAL ENGINEERING MONTANO PIPELINE MORILLO CONSTRUCTION INC MWC GROUP NARROW PATH ENG NEW CENTURY CONSTRUCTION NEWMAN MIDLAND CORP NKS MECHANICAL CONTRACTING INC NORSTAR PLUMBING & ENGINEERING INC NU LINE TECHNOLOGIES OHE PAINTING OAK CONSTRUCTION OAK HOLLOW RESTORATION OAKVIEW CONSTRUCTORS INC OHNO CONSTRUCTION COMPANY OLYMPOS CONSTRUCTION OPPENHEIMER NATIONAL OPTIMUS CONSTRUCTION & PAINTING ORION CONSTRUCTION CORPORATION ORTIZ CORP GENERAL ENGINEERING PACIFIC BUILDING GROUP INC PACIFIC CONTRACTORS GROUP INC PACIFIC HYDROTECH CORP PACIFIC WEST BUILDERS PAINTING & DCOR INC PALM ENG CONSTRUCTION COMPANY INC PARDESS AIR INC PATRIOT PIPELINE PAVE TECH INC PCL CONSTRUCTION INC PECORARO INC PETERSON GRADING & PAVING PIPERIN CORPORATION PK MECHANICAL SYSTEMS PLAY FOUNDATIONS PMC CONCRETE CONTR POKRAJAC CORPORATION PORTILLO CONCRETE INC PRECISION CONCRETE CONSTRUCTION PRESTIGE CONCRETE PRESTIGE PAVING COMPANY PRESTIGE STRIPING SERVICES INC PRIME ELECTRICAL SERVICES PRO LINK ENGINEERING PRO-CRAFT PLUMBING CO PYRAMID BUILDING & ENGINEERING INC PYRAMID CONSTRUCTION AND AGGREGATES INC QSB CONSTRUCTION QUALITY CONSTRUCTION & ENGINEERING INC QUALITY PAINTING & WALLCOVERINGS R & C STRUCTURES INC R C CONSTRUCTION SERVICES INC R C FOSTER CORPATION RA BURCH CONSTRUCTION CO RE CHAFFEE CONSTRUCTION RIC CONSTRUCTION CO INC RAMONA PAVING & CONSTRUCTION RASMUSSEN BROTHERS CONSTRUCTION INC RAY WHITE CEMENT REGAN PAVING DBA CHARLES C REGAN REYNOLDS CONTRACTING INC RIO JORDAN CONSTRUCTION RK HYDROWORKS INC ROADWAY ENG & CONTRACTING INC ROCKY COAST BUILDERS INC ROMERO GENERAL CONSTRUCTION S & B JAMES CONSTRUCTION SC COATINGS CORPORATION SC VALLEY ENGINEERING INC SS MECHANICAL CONSTRUCTION CORP SANDALWOOD CONSTRUCTION SANDCO LANDSCAPE CONTRACTORS INC SB GENERAL ENGINEERING INC SCHULER CONSTRUCTORS INC SCORPION BACKHOE INC SDFS CONSTRUCTION SEASIDE WATERPROOFING SEQUEL CONRACTORS INC SERVITEK ELECTRIC INC SHANKS CONSTRUCTION LLC SHAW EQUIPMENT RENTALS INC SHELBY & SONS INC DBA SNS CONCRETE SHOWCASE CONCRETE CORP SIERRA PACIFIC WEST INC SIERRA WEST FINISH INC SILVER CREEK MODULAR LLC SIMMONS & WOOD INC SINGLE EAGLE DBA CONCRETE CONTRACTORS INT SJD&B INC SLATER WATERPROOFING SNOW CONCRETE CUTTING INC SOL CONSTRUCTION INC SOLTEK PACIFIC CONSTRUCTION CO SOUTH BAY FENCE INC SOUTHLAND PAVING SPEC CONSTRUCTION CO INC SPOONER'S WOODWORKS INC STATEWIDE STRUCTURES INC STRONGHOLD ENGINEERING SUDWEEKS CONSTRUCTION SUNDT CONSTRUCTION SWCS INC SWINERTON BUILDERS TB PENICK & SONS INC TE ROBERTS INC TC CONSTRUCTION CO INC TEAM C CONSTRUCTION INC TEAM FINISH INC TECH BUILDERS INC TEMECULA VALLEY DRYWALL TERRA PAVE INC THE VAN DYKE CORP THREE PEAKS CORP THUNDER-JONES CONTRACTING GROUP TK CONSTRUCTION TNT CONSTRUCTION SERVICES TOWNE DRYWALL INC TRANSTAR PIPELINE INC TRI-GROUP CONSTRUCTION TRINITY GRADING INC TUBBS ENTERPRISES INC TURI DOOR SYSTEMS INC ULTRA PAINTING & WALLCOVERING UNIQUE BUILDING GROUP INC UNITED PAVING COMPANY VALLEY PIPELINE SERVICES VANDERCOOK CONSTRUCTION VASQUEZ CONSTRUCTION COMPANY VORWALLER & BROOKS INC WEST COAST AIR CONDITIONING WEST COAST GENERAL GROUP INC WESTCON CONSTRUCTION SERVICES WESTERN FOUNDATION & SHORING WESTERN PUMP INC WESTERN RIM CONSTRUCTORS WESTERN STATE BUILDERS WEST-TECH CONTRACTING INC WIER CONSTRUCTION CORPORATION WM M PERKINS COMPANY WRIGHT CONSTRUCTION ENGINEERING YBS CONCRETE INC ZASUETA CONTRACTING INC ZUSSER COMPANY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0