2023-11-13T12:06:35-06:00 2022-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-01-01 856679037 DUDEK HEALTH & WELFARE TRUST DUDE 7609425147 605 THIRD STREET ENCINITAS CA 92024 AMY PAUL TRUSTEE 7604794277 2023-11-10 1 AMY PAUL 999009999 0 PAMELA ALEXANDERSON P01218925 8586271400 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY PAUL 605 THIRD STREET ENCINITAS CA 92024 6401402 0 X N/A X 2020 CA THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK INC., FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS. 2 2 0 0 0 0 0 0 5308569 6401402 0 0 0 0 5308569 6401402 0 0 5015740 5989181 0 0 0 0 0 508899 553084 5524639 6542265 -216070 -140863 320948 314318 537018 709085 -216070 -394767 X THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK, FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS, WHO ALSO ASSIST IN THE FUNDING OF THE TRUST, FOR THE PAYMENT OF CLAIMS AND EXPENSES INCURRED UNDER THE CORRESPONDING GROUP HEALTH AND WELFARE BENEFIT ARRANGEMENT THAT PROVIDES NONTAXABLE BENEFITS TO QUALIFYING EMPLOYEES AND THEIR DEPENDENTS. THE TRUST ALSO RECEIVES IRREVOCABLE EMPLOYER CONTRIBUTIONS FOR BONA FIDE FRINGE BENEFITS PAYMENTS MADE FOR THE BENEFIT OF EMPLOYEES SUBJECT TO THE SERVICE CONTRACT ACT. 0 0 THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK, FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS, WHO ALSO ASSIST IN THE FUNDING OF THE TRUST, FOR THE PAYMENT OF CLAIMS AND EXPENSES INCURRED UNDER THE CORRESPONDING GROUP HEALTH AND WELFARE BENEFIT ARRANGEMENT THAT PROVIDES NONTAXABLE BENEFITS TO QUALIFYING EMPLOYEES AND THEIR DEPENDENTS. THE TRUST ALSO RECEIVES IRREVOCABLE EMPLOYER CONTRIBUTIONS FOR BONA FIDE FRINGE BENEFITS PAYMENTS MADE FOR THE BENEFIT OF EMPLOYEES SUBJECT TO THE SERVICE CONTRACT ACT. 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 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7609425147 605 THIRD STREET ENCINITAS CA 92024 X AMY PAUL TRUSTEE 1.00 X 0 0 0 DANIELLE VOSS TRUSTEE 1.00 X 0 0 0 CHRISTINE MOORE TRUSTEE (THRU OCTOBER 2022) 1.00 X 0 0 0 0 0 0 0 0 0 0 MERITAIN HEALTH PO BOX 853921 RICHARDSON TX 75085 CONTRACT ADMINISTRATOR 402152 BSI ADMINISTRATIVE SERVICES 93 SPRING STREET SUITE 202 NEWTON NJ 07860 CONTRACT ADMINISTRATOR 100640 2 EMPLOYER CONTRIBUTIONS 525100 5015509 5015509 PARTICIPANT CONTRIBUTI 525100 1385893 1385893 6401402 6401402 6401402 0 0 5989181 553084 6542265 278743 314318 42205 320948 314318 537018 709085 537018 709085 X 0 0 0 0 -216070 -394767 -216070 -394767 320948 314318 X -140863 -37834 X 0 1 X 1 0 0 X 6401402 0 6401402 0 6401402 6542265 0 6542265 0 6542265 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE COMPANY BY A LETTER DATED JANUARY 1, 2021 THAT THE PLAN IS DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). 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 ERISA. AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME IT MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR CALIFORNIA UNRELATED BUSINESS INCOME TAXES WERE INCURRED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 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 EXAMINATION BY THE IRS. NO UNCERTAIN POSITIONS HAVE BEEN IDENTIFIED THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO IRS AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 6 DUDEK AND RELATED SUBSIDIARIES AND AFFILIATES ARE THE ONLY ELIGIBLE MEMBERS OF THE TRUST FORM 990, PART VI, SECTION A, LINE 7A BOARD ELECTIONS ARE GOVERNED BY THE TRUST BYLAWS, WHICH DESIGNATE BOARD APPOINTMENTS, WITH UP TO THREE BEING DESIGNATED BY THE DUDEK BOARD, AND UP TO FOUR BEING APPOINTED BY THE TRUST BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B SETTLOR FUNCTIONS, SUCH AS AMENDING AND TERMINATING THE TRUST, ARE RESERVED FOR DUDEK AS THE SOLE MEMBER. ADMINISTRATION OF THE TRUST IS UNDER DIRECTION OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES HAVE REVIEWED AND APPROVED THE FORM 990 AFTER CONSULTATION WITH OUTSIDE AUDITORS AND LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL FINANCIAL PERFORMANCE INFORMATION IS PROVIDED TO ALL ELIGIBLE MEMBERS IN ACCORDANCE WITH DOL REGULATION SECTION 2520.104B-10. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE FOR RECEIVABLE NOT INCLUDED IN TRUST -37,834. DUDEK & SUBSIDIARY 605 THIRD STREET ENCINITAS CA 92024 953873865 CIVIL ENGINEERING CA N/A S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1