2021-10-18T12:32:19-05:00 2020-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2020-01-01 946138741 WELFARE FUND LOCAL NO 16 IATSE WELF 9252089999 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 STEVE LUTGE TRUSTEE 9252089999 2021-10-18 1 STEVE LUTGE 999009999 JASMINE S BAKER P01452246 9252779100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z IATSE LOCAL 16 HEALTH AND WELFA STEVE LUTGE 7180 KOLL CENTER PARKWAY NO 200 PLEASANTON CA 94566 10112301 0 X WWW.LOCAL16.ORG X 1965 CA TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 0 0 0 0 0 0 0 19184823 9857709 271584 254592 0 0 19456407 10112301 0 0 17370720 12245153 0 0 0 0 0 841645 794831 18212365 13039984 1244042 -2927683 17150844 10149067 5831447 1509057 11319397 8640010 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 1 484 0 1 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS ADMINISTRATORS 9252089999 7180 KOLL CENTER PARKWAY SUITE 200 PLEASANTON CA 94566 X GREG HOLLAND TRUSTEE 1.00 X 0 0 0 DEBRA BERNARD TRUSTEE 1.00 X 0 0 0 JAMES BEAUMONTE TRUSTEE 1.00 X 0 0 0 STEVE LUTGE TRUSTEE 1.00 X 0 0 0 SCOTT A HOUGHTON TRUSTEE 1.00 X 0 0 0 KENNETH RYAN TRUSTEE 1.00 X 0 0 0 LANCE HUGHSTON JR TRUSTEE 1.00 X 0 0 0 BOB SAUTER TRUSTEE 1.00 X 0 0 0 SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.00 X 0 1 0 0 1 0 0 0 0 0 BENESYS 7180 KOLL CENTER PKWY STE 200 PLEASANTON CA 94566 THIRD PARTY ADMINISTRATOR 286777 ANTHEM BLUE CROSS 2121 N CALIFORNIA BLVD 700 WALNUT CREEK CA 94596 CLAIMS ADMINISTRATION FEES 198028 2 EMPLOYER CONTRIBUTIONS 525100 5970178 5970178 STOP LOSS REIMBURSEMENTS 525100 1712455 1712455 PARTICIPANT CONTRIBUTIONS 525100 1676727 1676727 PRESCRIPTION REBATES 525100 403550 403550 MEDICARE PART D SUBSIDY 525100 94799 94799 9857709 254592 254592 10112301 9857709 0 254592 12245153 254636 41317 76535 13272 292941 92524 1800 21806 13039984 5073148 592376 4237218 1213655 16636 16408 6709742 7009891 1114100 1316737 17150844 10149067 1691747 1188057 4139700 321000 5831447 1509057 X 0 0 0 0 11319397 8640010 11319397 8640010 17150844 10149067 -2927683 248296 0 X X 0 1 X 1 0 0 COLLECTIVE TRUST FUND 1316737 F 1316737 ACCUMULATED ELIGIBILTY CREDITS 321000 321000 X 10347325 248296 248296 10099029 13272 13272 10112301 17341912 0 17341912 13272 -4315200 -4301928 13039984 PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2017. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH BENESYS ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY COMPLYING WITH ALL APPLICABLE PROVISIONS OF ERISA, INCLUDING PARTY-IN-INTEREST AND CONFLICT-OF-INTEREST PROVISIONS OF ERISA SECTION 406. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE REPORTABLE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND LEGAL COUNSEL FOR THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD PARTY ADMINISTRATOR, BENESYS, INC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. IATSE LOCAL 16 PENSION PLAN 240 2ND STREET SAN FRANCISCO CA 94105 946296420 PENSION PLAN CA 501(A) N/A N/A 0 INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 16 240 2ND STREET SAN FRANCISCO CA 94105 940921920 LOCAL UNION CA 501 (C) (5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF DECEMBER 31, 2020, THERE ARE APPROXIMATELY 88 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 1ST AVENUE MACHINE/ MEDIA SVC PROCESSING ABC TECH RENTALS / CONCEPT SVC ACME SCENERY CO., INC. ANDERSON AV RENTALS/THE TALENT FUND AUDIENCE RESPONSE SYSTEMS INC/UNION PAYROLL AVMS / ISLAND CREATIVE BACKGROUND IMAGES/ UNION PAYROLL BIG BLOCK CONTENT/ CAPS BISCUIT FILMWORKS LLC/CAPS BOBCO PRODUCTION DBA METHOD LABS/ CAPS BOOK A CREW / UTP BRIGHTTALK, INC / CONCEPT SVC BROADWAY SAN FRANCISCO (SHN) BROTHER LLC/ CAPS BROWN AUDIO VISUAL SVCS / HOLZMUELLER CAPS INC DBA UNIVERSAL PAYMENT DBA OLYMPIC PARTNER CASA GRANDE PROD/CASA GRANDE/MEDIA SVC PROCESS CLICKBAIT/ CMC PROD/ E.P. CLICKBAIT/ST GILES LLC/ E.P. CMS PROD - CORP MGMT SOL/REVOLUTION CMS PROD/LESSONS / MEDIA SVC PROCESS CMS PRODUCTION/CLARINET/ C & C COAST TO COAST PRODUCTION SUPPORT/ UTP COMMUNITY FILMS/ CAPS DIVERSIFIED STAGE E2K EVENTS X ENTERTAINMNT / BLACKPOINT EAGLE ELEVEN/ MEDIA SVCS PROCESSING EDUCATIONAL MEASURES / HOUGHSTON ENGINEERING EL MATADOR PRODS/ OUTLAW/ EP ENTERTAINMENT PARTNERS EXTREME REACH TALENT, INC. FARM LEAGUE/ CAPS FILLMORE VENOM/ EP FORWARD PROCESSING CA INC. FOUR MOON PRODUCTION/ CONCEPT SVCS FREEDOM AUDIO VIDEO/ PRODUCTION SUPPORT FULL MOON FILMS/ MEDIA SVC PROCESS GLAUCOMA RESEARCH/THE TALENT FUND GOLD COAST PROD MGMT / COAST TO COAST HARTMANN STUDIOS HEART OF THE TOWN EVENTS HUGHSTON ENGINEERING JACKALOPE PRODUCTION/ C&C JCD ATMOSPHERICS, INC/CONCEPT SERVICES INC LMNO PROD / CONCEPT SERVICES LOCAL 107/10% PENSION LOCAL 107/8% PEN LOCAL 107/OFFICER SALARY/8%PEN LOCAL 16 FOR EMPLOYEES (COMMERCIAL) MARVEL FILM/STEAMBOAT/SHANG CHI/C&C MEDIA SERVICES PROCESSING LLC (MSF) METHOD LABS/ CAPS MORTON JANKEL ZANDER/ MEDIA SVCS PROCESSING NEW YORK CITY DANCE ALLIANCE/ UTP PROD ONE HAT ONE HAND/ CONCEPT SVCS OPAV LLC/ TALENT FUND OXBOW RIVERSTAGE LLC/ TALENT FUND PALACE OF FINE ARTS LEAGUE INC. PEARSON TECH / UTP PICROW INC "GOLIATH"/ FORWARD PRECISION MEETINGS AND EVENTS/UNION PAYROLL PRESENTATION TECH/THE TALENT FUND PROFESSIONAL SOUND PRO / CONCEPT SVC REPUBIK PICTURES LLC DBA SPEARS AND ARROWS/CAPS REVIVAL FILM/ MEDIA SVCS PROCESSING SF BALLET/BOX OFFICE PENSION/LOCAL B-18 SHOW IMAGING/ UNION PAYROLL SIMPLE SCIENCE INC/ TALENT FUND SM FILM PROD/ E.P. SOMESUCH INC/ CAPS STATE LINE FILMS/ NCI PROCESSING STATEWIDE PROD / CONCERT SVC T EVENTS GRAPHICS/UNION PAYROLL AGENCY TEAM SERVICES/TALENT ENTERTAINMENT MEDIA TENCUE/ CONCEPT SVC THE CORNER SHOP / MEDIA SVC PROCESS THEATRICAL RESOURCES/C&C TWO RIVER PICTURES LLC/ NCI PROCESSING ULTRASOUND LLC/ TEAM ALTERNATIVE UNION PAYROLL AGENCY UNIVERSAL COMPUTER RENTAL/UNION PYRL AGENCY VIDEOLOGY/THE TALENT FUND VON WIEGANDT PROD / TALENT FUND WALL STREET TRANSCRIPT/ THE TALENT FUND WELLS FARGO CENTER/LUTHER BURBANK WESTERN EVENT SERVICE WHITE LOTUS/C&C YERBA BUENA CENTER FOR THE ARTS