2014-11-11T11:42:18-06:00 2013-12-31 952556670 BERNARD KOTKIN AND COMPANY LLP 533 S FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2013-01-01 956053542 KERN COUNTY ELECTRICAL WORKERS HEALTH AND WELFARE TRUST KERN 6613259471 3805 SILLECT AVENUE NO B BAKERSFIELD CA 93308 JIM ELROD TRUSTEE 6613259471 2014-11-05 1 P01406987 2138929090 2013 2015-11-30 17:44:51Z 3805 SILLECT AVENUE NO B BAKERSFIELD CA 93308 7309843 0 X WWW.WIREMAN.COM X 1978 CA TO PROVIDE HEALTH BENEFITS 6 6 0 0 0 0 0 0 5920698 7207282 43307 89973 0 0 5964005 7297255 0 0 6403440 6130886 0 0 0 0 0 225603 230374 6629043 6361260 -665038 935995 4208682 4819066 2854438 2561407 1354244 2257659 TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS. 0 0 6184386 PROVIDE HEALTH, DENTAL, LIFE AND DISABILITY INSURANCE FOR APPROXIMATELY 400 PLAN PARTICIPANTS 6184386 0 0 0 0 0 0 0 0 0 0 1 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 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 SILLECT AVENUE SUITE B BAKERSFIELD CA 93308 X X JAMES CHILKO TRUSTEE 2.00 X 0 0 0 PAUL WHITE TRUSTEE 2.00 X 0 0 0 CARL JARRETT TRUSTEE 2.00 X 0 0 0 JAMES ELROD TRUSTEE-UNION 2.00 X 0 0 0 BRIAN HOLT TRUSTEE-UNION 2.00 X 0 0 0 TONY URZANQUI TRUSTEE-UNION 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 6767836 6767836 SELF PAY PREMIUMS 900099 430956 430956 LIQUIDATED DAMAGES 900099 8490 8490 7207282 37359 37359 65202 12588 52614 52614 52614 7297255 7297255 0 0 6130886 6130886 37381 37381 8400 8400 10928 10928 158233 53500 104733 57 57 2725 2725 12650 12650 6361260 6184386 176874 0 36920 72013 3303450 1053476 802097 733183 38870 0 2932368 27345 28026 4208682 4819066 474410 216383 2380028 2345024 2854438 2561407 X 0 0 0 0 1354244 2257659 1354244 2257659 4208682 4819066 935995 -32580 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 2932368 F 2932368 GROUP MEDICAL INSURANCE PREMIUMS 993024 ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS RESERVE HOURS 1352000 2345024 X 7253747 -32580 -32580 7286327 10928 10928 7297255 6385336 2380028 2380028 4005308 10928 2345024 2355952 6361260 PART X, LINE 2: 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(ASSET)IF THE ORGANIZATION 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 PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEAR'S PRIOR TO 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2012 2,380,028. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFIT OBLIGATIONS AT DECEMBER 31, 2013 2,345,024. 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 11 THE COPY OF THE 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", COLUMN "E" COMPENSATION DISCLOSURES: 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 FUND IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT FUNDS. 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 VII, SECTION "A", LINE 1A 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 ACCOUNTANTS. KERN COUNTY ELECTRICAL WORKERS PENSION TRUST 3805 SILLECT AVENUE STE B BAKERSFIELD CA 93308 956123049 TO PROVIDE PENSION BENEFIT TO ELIGIBLE ELECTRICAL WORKERS RETIREES. CA 501(A) 0 KERN COUNTY ELECTRICAL WORKERS JOURNEYMAN & APPRENTICE 3805 SILLECT AVENUE STE B BAKERSFIELD CA 93308 956053541 TO PROVIDE EDUCATION AND TRAINING. CA 501(C)(5) 0 KERN COUNTY ELECTRICAL WORKERS LOCAL UNION 428 3921 SILLECT AVENUE BAKERSFIELD CA 93308 950865964 TO PROVIDE MEMBERS WITH SECURITY AND PROTECTION IN THE WORK ENVIRONMENT CA 501(C)(5) 0 CONSTRUCTION BENEFITS ADMINISTRATION INC C 0 ABS ELECTRIC C 0 A-C ELECTRIC C 0 ADAMSON ELECTRIC C 0 BRONCO ELECTRIC INC C 0 ATKINS SPECIALTY SERVICES C 0 CONTRA COSTA C 0 D&S ELECTRIC C 0 DACON CALIFORNIA C 0 CAROL ELECTRIC COMPANY C 0 DELTA ELECTRIC C 0 CUPERTINO ELECTRICAL C 0 BAKER ELECTRIC C 0 ELECTRICAL POWER SERVICES C 0 CSI ELECTRICAL CONTRACTORS C 0 GOLD COAST ELECTRIC C 0 COLLINS ELECTRICAL COMAPNY C 0 HALL ELECTRIC C 0 CURTIS ELECTRICAL CONSTRUCTION C 0 E LIGHT ELECTRICAL C 0 INDUSTRIAL CONTROLS GROUP C 0 JARRETT ELECTRIC C 0 FLATIRON ELECTRICAL GROUP C 0 LOOP ELECTRIC C 0 LIBERTY ENERGY C 0 MGW ELECTRIC C 0 HOWE ELECTRICAL CONSTRUCTION C 0 PREFERRED POWER SOLUTIONS C 0 INDUSTRIAL HIGH VOLTAGE C 0 ROSENDINE ELECTRIC CO C 0 JC ELECTRIC C 0 ELEANOR BELCO ELECTRIC C 0 JES SANDERS ELECTRICAL SERVICE C 0 TES C 0 TTR SUBSTATIONS C 0 TAFT ELECTRIC C 0 THOMA ELECTRIC C 0 VMAX ELECTRIC C 0 MATRIX NORTH AMERICAN CONSTRUCTION C 0 ROB REYNOLDS CONSTRUCTION C 0 PACIFIC INDUSTRIAL ELECTRIC C 0 STRATEGIC MECHNICAL INC C 0 THREE PHRASE ELECTRIC C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0