2022-11-21T10:57:30-06:00 2021-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2021-01-01 856679037 DUDEK HEALTH & WELFARE TRUST DUDE 7609425147 605 THIRD STREET ENCINITAS CA 92024 AMY PAUL TRUSTEE 7604794277 2022-11-21 1 AMY PAUL 999009999 PAMELA ALEXANDERSON P01218925 8586271400 2022-11-21 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X AMY PAUL 605 THIRD STREET ENCINITAS CA 92024 5308569 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. 3 3 0 0 0 0 0 5308569 0 0 5308569 0 5015740 0 0 0 508899 5524639 -216070 320948 537018 -216070 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 3 3 0 0 0 0 0 0 0 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 1.00 X 0 0 0 0 0 0 0 0 0 0 MERITAIN HEALTH PO BOX 853921 RICHARDSON TX 75085 CONTRACT ADMINISTRATOR 385070 1 EMPLOYER CONTRIBUTIONS 525100 4078548 4078548 PARTICIPANT CONTRIBUTI 525100 1230021 1230021 5308569 5308569 5308569 0 0 5015740 508899 5524639 278743 42205 0 320948 537018 0 537018 X 0 0 0 0 0 -216070 0 -216070 0 320948 -216070 0 X 0 1 X 1 0 0 X 5308569 0 5308569 0 5308569 5524639 0 5524639 0 5524639 PART X, LINE 2: THE PLAN BELIEVES THAT THE TRUST OPERATES IN CONFORMITY WITH THE CODE 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 YEAR ENDED DECEMBER 31, 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 DECEMBER 31, 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 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. DUDEK & SUBSIDIARY 605 THIRD STREET ENCINITAS CA 92024 953873865 CIVIL ENGINEERING CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1