2026-07-16T15:12:50-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2025-01-01 611670591 CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND CALI 6022579119 333 E OSBORN ROAD 300 PHOENIX AZ 85012 TIMOTHY GALLAGHER CHAIRPERSON 6022579119 2026-07-15 1 LISA N RYSSEL CPA P00643670 7147955370 2026-07-07 2025 2025-03-06 01:10:19Z TIMOTHY GALLAGHER 333 E OSBORN ROAD 300 PHOENIX AZ 85012 10211124 0 X N/A X 2012 CA TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS. 5 0 0 5 49015 0 0 0 9282813 10162109 61920 49015 0 0 9344733 10211124 0 0 8248239 9073213 0 0 0 0 0 1034502 1276029 9282741 10349242 61992 -138118 1524827 1449354 830113 892758 694714 556596 TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH BENEFITS AND CERTAIN VOLUNTARY BENEFITS FOR 1,197 PARTICIPANTS AND THEIR COVERED DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 X 5 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X RISK PROGRAM ADMINISTRATORS 6022579119 333 EAST OSBORN ROAD SUITE 300 PHOENIX AZ 85012 X TIMOTHY GALLAGHER CHAIRPERSON 2.00 0.00 X X 0 0 0 VICTOR ANSELMO SECRETARY/ TREASURER 2.00 0.00 X X 0 0 0 SAGE SCOTT DIRECTOR 2.00 0.00 X 0 0 0 BRUCE STENSLIE DIRECTOR 2.00 0.00 X 0 0 0 TOM TUTTLE DIRECTOR 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 GALLAGHER BENEFIT SERVICES INC 6300 S SYRACUSE WAY STE 700 CENTENNIAL CO 80111 BROKER 625078 ARTHUR J GALLAGHER US 21820 BURBANK BLVD STE 175 WOODLAND HILLS CA 91367 PLAN ADMINISTRATOR 395833 2 EMPLOYER CONTRIBUTIONS 310000 10160473 10160473 COBRA CONTRIBUTIONS 310000 1636 1636 10162109 49015 49015 10211124 10162109 49015 0 9073213 10486 28342 542234 12980 31835 AGENT COMMISSIONS 637205 PRINTING AND POSTAGE 12947 10349242 1394806 1368578 69809 24279 60212 56497 1524827 1449354 24381 58395 805732 834363 830113 892758 X 0 0 0 0 694714 556596 694714 556596 1524827 1449354 -138118 0 X X 0 1 X 1 0 0 X 10211124 0 10211124 0 10211124 10349242 0 10349242 0 10349242 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 9, 2014, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2025 OR 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 7A PER THE TRUST AMENDMENT, THE TRUSTEES WILL BE APPOINTED BY THE REMAINING TRUSTEES. CALIFORNIA METALS COALITION HAS THE AUTHORITY TO APPOINT ALL BOARD MEMBERS IF THERE ARE NO REMAINING TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST STANDARDS ARE EMBEDDED WITHIN ITS GOVERNING TRUST AGREEMENT AND FIDUCIARY PROVISIONS APPLICABLE TO ITS BOARD OF TRUSTEES. THESE STANDARDS APPLY TO ALL TRUSTEES, OFFICERS, AND ANY INDIVIDUALS ACTING IN A FIDUCIARY CAPACITY WITH RESPECT TO THE TRUST, INCLUDING COMMITTEE MEMBERS AND ANY PERSONS TO WHOM AUTHORITY HAS BEEN DELEGATED. UNDER THE GOVERNING DOCUMENT, TRUSTEES ARE REQUIRED TO DISCHARGE THEIR DUTIES SOLELY IN THE INTEREST OF PARTICIPATING EMPLOYEES AND FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS AND DEFRAYING REASONABLE ADMINISTRATIVE EXPENSES. THE TRUST EXPRESSLY PROHIBITS ANY ACTION THAT WOULD CONSTITUTE A "PROHIBITED TRANSACTION" UNDER APPLICABLE LAW, AND TRUST ASSETS ARE PROHIBITED FROM INURING TO THE BENEFIT OF ANY EMPLOYER OR OTHER RELATED PARTY. DETERMINATIONS AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST OR PROHIBITED TRANSACTION EXISTS ARE MADE AT THE BOARD OF TRUSTEES LEVEL, OR BY COMMITTEES OR FIDUCIARIES TO WHOM RESPONSIBILITIES HAVE BEEN FORMALLY DELEGATED BY BOARD ACTION. ANY ACTUAL OR POTENTIAL CONFLICT IS SUBJECT TO REVIEW AND RESOLUTION BY THE FULL BOARD OF TRUSTEES (OR THE APPROPRIATE DELEGATED BODY), WHICH EXERCISES ULTIMATE AUTHORITY OVER TRUST ADMINISTRATION AND FIDUCIARY MATTERS. INDIVIDUALS WHO HAVE A PERSONAL OR FINANCIAL INTEREST IN A MATTER ARE SUBJECT TO FIDUCIARY STANDARDS REQUIRING THAT THEY ACT SOLELY IN THE INTEREST OF PARTICIPANTS AND BENEFICIARIES. CONSISTENT WITH THESE STANDARDS AND THE PROHIBITION ON PROHIBITED TRANSACTIONS, SUCH INDIVIDUALS ARE RESTRICTED FROM INFLUENCING OR PARTICIPATING IN DECISIONS WHERE SUCH INVOLVEMENT WOULD RESULT IN A PROHIBITED TRANSACTION OR IMPERMISSIBLE PERSONAL BENEFIT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PARTICIPANT WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. CALIFORNIA METALS COALITION 2971 WARREN LANE EL DORADO HILLS CA 95762 954609615 BUSINESS ASSOCIATION CA 501(C)(6) N/A N/A 0 1928 JEWELRY CO ADVANCED ENTERTAINMENT TECHNOLOGY AEROWIND CORPORATION AGGRESSIVE ENGINEERING CORP ALPHA AVIATION COMPONENTS INC AMERICAN DESIGN INC AMERICAN TOOTH INDUSTRIES APT METAL FABRICATORS INC ARCMATE MANUFACTURING CORP AUTOSPLICE INC CALIFORNIA LASERS INC COASTWIDE TAG & LABEL CO INC CUSTOM ALLOY SALES INC DAMAR PLASTICS MANUFACTURING INC DW INTERIORS INC EMLINQ LLC ENNISS INC EQUITY PRODUCT CORP GALAXY BRAZING CO INC GC INTERNATIONAL INC GEIGER PLASTICS INC GODEX INTERNATIONAL AMERICAS LLC IMPLANTECH ASSOCIATES INC INTEGRA TECHNOLOGIES INC JELIGHT COMPANY INC K&S AIR CONDITIONING INC KAP MANUFACTURING INC LIBERTY INSPECTION CO INC M W SAUSSE MS AEROSPACE INC - DIV 1 MS AEROSPACE INC - DIV 2 MADE IN THE SHADE INC MAGIC PLASTICS INC MEANS ENGINEERING INC PRODUCTS ENGINEERING CORPORATION PROTOCAST QUALITY FABRICATION INC RAMA FOOD MANUFACTURE CORP REEVE STORE EQUIPMENT CO REGENT AEROSPACE CORPORATION ROBERT M HADLEY COMPANY INC RONLO ENGINEERING LTD SECANA CORPORATION SOUNDCRAFT INC DBA SECURA KEY TRAVELER'S CLUB LUGGAGE INC VALENCIA LUMBER INC VMP INC W L RUBOTTOM CO INC ZAL INTERNATIONAL INC CAFE HEALTH LLC DEC ELECTRONIC ASSEMBLY LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1