2019-11-15T13:26:35-06:00 2018-12-31 450250958 EIDE BAILLY LLP 3130 CROW CANYON PL STE 300 SAN RAMON CA 945831386 990 2018-01-01 956053542 KERN COUNTY ELECTRICAL WORKERS HEALTH AND WELFARE TRUST KERN 6613259471 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 JIM ELROD TRUSTEE 6613259471 2019-11-15 1 TERRI MONTGOMERY P00232100 9254804000 216.147.181.51 2019-11-15 13:26:32 PS P 122D206D4E0D5F1DC0A22D96E27BE49D93230A9B F52D36390EBCF6BF15030359CEDEDEC3AB6B140A 2018 2020-03-31 21:24:44Z JIM ELROD 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 15981992 0 X WWW.WIREMAN.COM X 1978 CA TO PROVIDE HEALTH BENEFITS 6 6 0 0 0 0 0 0 8830595 8794222 148518 331799 0 0 8979113 9126021 0 0 7782728 8208221 0 0 0 0 0 275064 298467 8057792 8506688 921321 619333 15666517 14551130 4846767 3375792 10819750 11175338 TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS. 0 0 8256221 PROVIDE HEALTH, DENTAL, LIFE AND DISABILITY INSURANCE FOR PLAN PARTICIPANTS. 8256221 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X CONSTRUCTION BENEFITS ADMINISTRATOR 6613259471 3805 SILECT AVENUE NO B BAKERSFIELD CA 93308 X X PAUL WHITE MANAGEMENT TRUSTEE 2.00 X 0 0 0 JACK BELLOWS MANAGEMENT TRUSTEE 2.00 X 0 0 0 CODY BROOKS MANAGEMENT TRUSTEE 2.00 X 0 0 0 JAMES ELROD UNION TURSTEE 2.00 X 0 0 0 BRIAN HOLT UNION TURSTEE 2.00 X 0 0 0 TONY URZANQUI UNION TURSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 8305443 8305443 SEL PAY PREMIUMS 900099 482402 482402 LIQUIDATED DAMAGES, LEGAL RECOVER 900099 6377 6377 8794222 386905 386905 6800865 6855971 -55106 -55106 -55106 9126021 8739116 0 386905 8208221 82578 23905 17598 18083 59161 3096 20008 25051 12655 14270 DEPRECIATION - ALLOCATE 14521 MAINTENANCE AND REPAIRS 4288 POSTAGE 1675 TELEPHONE 1152 426 8506688 590890 621702 1151665 1477196 850829 1070119 13003985 11313288 69148 68825 15666517 14551130 1948687 163792 2898080 3212000 4846767 3375792 X 0 0 0 0 10819750 11175338 10819750 11175338 15666517 14551130 619333 -263745 0 X X 0 1 X 1 0 0 GROUP MEDICAL INSURANCE PREMIUMS 1332000 ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS 1880000 3212000 X 8844193 -263745 -263745 9107938 18083 18083 9126021 8174685 2898080 2898080 5276605 18083 3212000 3230083 8506688 PART X, LINE 2: THE TRUST IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND UNDER SECTION 23701(I) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. TRUST MANAGEMENT AND TRUST'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. PART XII, LINE 2D - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2017 2,898,080. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2018 3,212,000. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATIONS MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH CONSTRUCTION BENEFITS ADMINISTRATION, INC. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REQUIRED TO SIGN-OFF A MONITOR POLICY, WHICH REQUIRES THEM TO REVEAL ANY CONFLICTS OF INTEREST WHICH MAY HAVE OCCURRED DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE FORM IS AVAILABLE AT THE TRUST OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE TO THE PUBLIC. FORM 990, PART VII, SECTION "A" THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS TRUST IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS TRUST AND RELATED BENEFIT FUNDS. FORM 990, PART VII, SECTION "A" TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. THE UNION TRUSTEES LISTED ON PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCALS' LM-2 FILINGS WITH THE DEPARTMENT OF LABOR. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITOR. KERN COUNTY ELECTRICAL WORKERS PENSION TRUST 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 956123049 TO PROVIDE PENSION BENEFITS CA 401(A) 0 KERN COUNTY ELECTRICAL WORKERS JOURNEYMAN & APPRENTICE 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 956053541 TO PROVIDE TRAINING CA 501(C)(5) 0 CONSTRUCTION BENEFIT ADMINISTRATION INC 3805 SILECT AVENUE SUITE B BAKERSFIELD CA 93308 953142450 TO PROVIDE ADMINISTRATIVE SERVICES CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CONSTRUCTION BENEFIT ADMINISTRATION INC P 170142 PERCENTAGE, ALLOCATION FORMULA PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS: IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.