2018-05-08T17:31:25-05:00 2017-06-30 952556670 BERNARD KOTKIN AND COMPANY LLP 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 990 2016-07-01 300042023 IATSE LOCAL 857 WELFARE FUND IATS 5624635000 1200 WILSHIRE BLVD FIFTH FLOOR LOS ANGELES CA 90017 SERGIO MEDINA TRUSTEE 5624635015 2018-04-06 1 BERNARD KOTKIN COMPANY LLP P01406987 2138929090 2016 2022-09-23 18:48:47Z X SERGIO MEDINA 13191 CROSSROADS PKWY N SUITE 205 CITY OF INDUSTRY CA 91746 484146 0 X N/A X 1958 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. X 6 6 0 0 0 0 0 0 943450 12340 11205 -11373 0 0 954655 967 0 0 836258 124818 0 0 0 0 0 80930 149948 917188 274766 37467 -273799 683926 0 431117 0 252809 0 THE FUND PROVIDES ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH MEDICAL AND OTHER HEALTH BENEFITS. 0 0 124818 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO APPROXIMATELY 121 ELIGIBLE MEMBERS. 140195 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO APPROXIMATELY 121 ELIGIBLE MEMBERS. 265013 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 1 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X BENEFIT PROGRAM ADMINISTRATION 5624635000 1200 WILSHIRE BLVD FIFTH FLOOR LOS ANGELES CA 90017 X SERGIO MEDINA TRUSTEE 2.00 X 0 0 0 MICHAEL DEMARTINI TRUSTEE 2.00 X 0 0 0 TOM SHEPPARD TRUSTEE 2.00 X 0 0 0 JEFF LOEB TRUSTEE 2.00 X 0 0 0 JODY HORWITZ TRUSTEE 2.00 X 0 0 0 KISHISA ROSS TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 900099 9393 9393 EMPLOYER CONTRIBUTIONS 900099 2947 2947 12340 1523 1523 470283 483179 -12896 -12896 -12896 967 967 0 0 124818 124818 5238 5238 4515 4515 812 812 1411 1411 480 480 11609 11609 ADMINISTRATIVE 87110 87110 CONSULTANT 38773 38773 274766 265013 9753 0 4291 0 131747 0 0 81753 0 0 0 0 0 2104 0 0 464031 0 0 0 0 0 683926 0 79071 352046 0 431117 0 X 0 0 0 0 252809 0 252809 0 683926 0 -273799 20990 0 X X 0 1 X 1 0 0 X 21145 20990 20990 155 812 812 967 626000 0 626000 812 -352046 -351234 274766 PART X, LINE 2: THE PLAN IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND SECTION 23701(I) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. PLAN MANAGEMENT AND PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY 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 ADMINISTRATOR 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 INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT LIABILITY -352,046. CASH 2017-03-31 55003 BOOK VALUE 135 ELIGIBLE PARTICIPANTS AS DETERM 1200 WILSHIRE BLVD FIFTH FLOOR LOS ANGELES CA 90071 0 0 0 0 1 0 0 1 0 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 BENEFIT PROGRAM ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO MANAGEMENT FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE FOR REVIEW AT THE ADMINISTRATORS OFFICE BY APPOINTMENT ONLY. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. IATSE LOCAL 857 501 C THE LOS ANGELES OPERA COMPANY 501 C GEFFEN PLAYHOUSE INC 501 C LOS ANGELES MASTER CORALE ASSOCIATION 501 C CENTER THEATER GROUP OF LOS ANGELES 501 C LOS ANGELES PHILHARMONIC ASSOCIATION 501 C NEDERLANDER OF CALIFORNIA INC C 0 GIBSON AMPHITHEATRE C 0 JOHN ANSON FORD C 0 KODAK THEATRE C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0