2017-04-11T17:26:08-05:00 2016-06-30 952556670 BERNARD KOTKIN AND COMPANY LLP 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 990 2015-07-01 300042023 IATSE LOCAL 857 WELFARE FUND IATS 5624635000 1200 WILSHIRE BLVD FIFTH FLOOR LOS ANGELES CA 90017 SERGIO MEDINA TRUSTEE 5624635015 2017-04-06 1 BERNARD KOTKIN COMPANY LLP P01406987 2138929090 2015 2021-01-29 14:40:06Z X SERGIO MEDINA 13191 CROSSROADS PKWY N SUITE 205 CITY OF INDUSTRY CA 91746 1228293 0 X N/A X 1958 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 6 6 0 0 0 0 0 0 946042 943450 74099 11205 5704 0 1025845 954655 0 0 1009599 836258 0 0 0 0 0 88933 80930 1098532 917188 -72687 37467 593245 683926 364894 431117 228351 252809 THE FUND PROVIDES ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH MEDICAL AND OTHER HEALTH BENEFITS. 0 0 836258 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO APPROXIMATELY 121 ELIGIBLE MEMBERS. 73827 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO APPROXIMATELY 121 ELIGIBLE MEMBERS. 910085 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 2 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 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 EMPLOYER CONTRIBUTIONS 900099 915765 915765 EMPLOYEE CONTRIBUTIONS 900099 27685 27685 943450 16386 16386 268457 273638 -5181 -5181 -5181 954655 954655 0 0 836258 836258 2804 2804 4299 4299 3191 3191 2416 2416 910 910 4247 4247 ADMINISTRATIVE 39305 39305 CONSULTANT 23758 23758 917188 910085 7103 0 586 4291 40840 131747 83297 81753 2652 2104 465870 464031 593245 683926 4220 79071 360674 352046 364894 431117 X 0 0 0 0 228351 252809 228351 252809 593245 683926 37467 -13009 0 X X 0 1 X 1 0 0 BENEFIT OBLIGATIONS PAYABLE 352046 352046 X 938455 -13009 -13009 951464 3191 3191 954655 922625 0 922625 3191 -8628 -5437 917188 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 2012. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT LIABILITY -8,628. FORM 990, PART VI, SECTION B, LINE 11 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 13245 RIVERSIDE DRIVE 350 SHERMAN OAKS CA 91423 951998496 UNION REPRESENTATION CA 501 C N/A N/A 0 THE LOS ANGELES OPERA COMPANY 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 952096402 EDUCATIONAL - PERFORMING ARTS CA 501 C 170(B)(1)(A)(VI) N/A 0 GEFFEN PLAYHOUSE INC 10886 LE CONTE AVENUE LOS ANGELES CA 90024 954492653 PERFORMING ARTS CA 501 C 509(A)(3) N/A 0 LOS ANGELES MASTER CORALE ASSOCIATION 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 952315682 PERFORMING ARTS CA 501 C 170(B)(1)(A)(VI) N/A 0 CENTER THEATER GROUP OF LOS ANGELES 601 WEST TEMPLE STREET LOS ANGELES CA 90012 952466183 PERFORMING ARTS CA 501 C 170(B)(1)(A)(VI) 0 LOS ANGELES PHILHARMONIC ASSOCIATION 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 PERFORMING ARTS CA 501 C 170(B)(1)(A)(VI) N/A 0 NEDERLANDER OF CALIFORNIA INC 6233 HOLLYWOOD BLVD LOS ANGELES CA 90028 ENTERTAINMENT CA N/A C 0 GIBSON AMPHITHEATRE 100 E TUJUNGA AVE 2ND FLOOR BURBANK CA 91502 ENTERTAINMENT CA N/A C 0 JOHN ANSON FORD 100 E TUJUNGA AVE 2ND FLOOR BURBANK CA 91502 ENTERTAINMENT CA N/A C 0 KODAK THEATRE 400 SKOKIE BLVD 460 NORTH BROOKE IL 60062 ENTERTAINMENT IL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0