2013-10-02T13:11:08-05:00 2013-01-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2012-02-01 946085742 SOLANO-NAPA HEALTH AND WELFARE TRUST FUND SOLA 9252089999 2610 CROW CANYON ROAD NO 200 SAN RAMON CA 94583 DAN R BROADWATER 9252089999 2013-10-02 1 JOSEPH THIERMANN P01066616 9252779100 2012 2016-02-25 16:41:14Z DAN R BROADWATER 2610 CROW CANYON ROAD NO 200 SAN RAMON CA 94583 10707121 0 X N/A X 1954 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 9 0 0 0 0 0 0 0 5638294 6861140 13242 95981 0 0 5651536 6957121 0 0 5423683 6026015 3485 1486 0 0 0 353972 366415 5781140 6393916 -129604 563205 9769652 10329146 1673745 1752397 8095907 8576749 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDED MEDICAL, DENTAL, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS 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 0 0 0 0 1 0 0 1 203 0 1 0 0 0 0 0 0 0 X 9 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X BENESYS INC 9252089999 2610 CROW CANYON ROAD SUITE 200 SAN RAMON CA 94583 JESS ZUNIGA 1.00 X 0 0 0 RANDY BARACOSA 1.00 X 0 0 0 DAN BROADWATER 1.00 X 0 0 0 DON CAMPBELL 1.00 X 0 0 0 RUBEN PEREZ 1.00 X 0 0 0 STANLEY NELSON 1.00 X 0 0 0 JACK PAULSON 1.00 X 720 0 0 GREG ARMSTRONG 1.00 X 0 0 0 DAVID DOSS 1.00 X 424 0 0 GREG LONG 1.00 X 0 0 0 BRIAN HANSEN 1.00 X 342 0 0 1486 0 0 0 0 0 0 BENESYS INC 2610 CROW CANYON ROAD SAN RAMON CA 94583 THIRD PARTY ADMINISTRATOR 176076 1 EMPLOYER CONTRIBUTIONS 900099 6514087 6514087 PARTICIPANT CONTRIBUTIONS 900099 347053 347053 6861140 44633 44633 3801348 3750000 51348 51348 51348 6957121 6861140 0 95981 6026015 1486 176956 44820 61075 13122 37691 19597 7037 6117 6393916 1145273 1444285 8135732 4529491 480040 594338 8607 3172 3757860 9769652 10329146 96745 122397 1577000 1630000 1673745 1752397 X 0 0 0 0 8095907 8576749 8095907 8576749 9769652 10329146 563205 -82363 0 X 0 0 0 0 ACCUMULATED ELIGIBILITY CREDITS 1630000 1630000 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JANUARY 31, 2013, 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 FISCAL YEARS PRIOR TO 2010. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH BENESYS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE UPON REQUEST. FORM 990, PART VI: FORM 990, PART IV, LINE 12: THE SOLANO NAPA HEALTH AND WELFARE TRUST FUND CONSISTS OF TWO PLANS. THE INDIVIDUAL PLANS HAVE AUDITED FINANCIAL STATEMENTS; HOWEVER, THE TRUST DOES NOT. SOLANO-NAPA COUNTIES ELECTRICAL WORKERS PENSION PLAN 2610 CROW CANYON ROAD SUITE 200 SAN RAMON CA 94583 946220673 TO PROVIDE PENSION BENEFITS TO MEMBERS CA 501(A) N/A N/A 0 SOLANO-NAPA COUNTIES ELECTRICAL WORKERS PROFIT SHARING PLAN 2610 CROW CANYON ROAD SUITE 200 SAN RAMON CA 94583 946220673 TO PROVIDE PENSION BENFITS TO MEMBERS CA 501(A) N/A N/A 0 IBEW LOCAL # 180 720B TECHNOLOGY WAY NAPA CA 94558 940577276 TO IMPROVE AND PROMOTE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS CA 501(C)(5) N/A N/A 0 NOR CAL CHAPTER NAT'L ELECT CONTRACTORS ASSOC 6300 VILLAGE PARKWAY DUBLIN CA 94568 941005907 SEE EXPLANATION ON PART VII CA 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART II: PRIMARY ACTIVITY: NOR CAL CHAPTER NAT'L ELECT CONTRACTORS ASSOC.: REPRESENT, MAINTAIN, AND ADVANCE THE QUALITY OF ELECTRICAL SERVICE OFFERED TO THE PUBLIC AND INDUSTRY. FORM 990, 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 1/31/13, THERE ARE APPROXIMATELY 51 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 ORGANIZATION, 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. ACCELERATED ELECTRIC ARTISTIC LIGHTING & ELEC BEI CONSTRUCTION, INC. BLOCKA CONSTRUCTION BOCKMON & WOODY ELECTRIC COMPANY, INC. CHARLES KOPP INC. DBA CONTINENTAL ELECTRIC CHRISTENSON ELECTRIC, INC. COLLINS ELECTRICAL COMPANY, INC. CON J. FRANKE ELECTRIC, INC. CONTRA COSTA ELECTRIC CROCKETT ELECTRIC CUPERTINO ELECTRIC INC. DACON CORPORATION DEL MONTE ELECTRIC INC. DIRECT DIGITAL CONTROLS ELITE POWER, INC. FROST ELECTRIC G D LONG ELECTRIC COMPANY GUARANTEE ELECTRICAL CONSTRUCTION COMPANY HOT LINE CONSTRUCTION INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #180 JOE LUNARDI ELECTRIC KAISER FOUNDATION HOSP KISSCO CONTROL SYSTEMS INC. MARK OLSON ELECTRIC, INC. MESA ENERGY SYSTEMS, INC. MIKE BROWN ELECTRIC CO. NAPA ELECTRIC SHOP INC. NORTHERN ELECTRIC INCORPORATED O'ROURKE ELECTRIC INC. PACIFIC EXCAVATION PACIFIC METRO ELECTRIC PEI PLACER ELECTRIC INC. PROFESSIONAL TELECOM SERVICES REDWOOD ELECTRIC GROUP ROSENDIN ELECTRIC SAC VALLEY ELECTRIC INC. SACRAMENTO COOLING SYSTEMS, INC. DBA L&H AIRCO SCHETTER ELECTRIC INC. SCHIEBERL INC. SOLANO-NAPA COUNTIES ELECTRICAL INDUSTRY APPRENTICSHIP TRAINING TRUST SPARTAN ELECTRIC ST FRANCIS ELECTRIC STATE OF CALIFORNIA STEINY AND COMPANY, INC. SYSERCO INC. SYSTEMS MECHANICAL, INC. W. BRADLEY ELECTRIC WHITTINGTON ELECTRIC WOLTZ ELECTRIC - H&W SUBSCRIPT ZECO ELECTRIC COMPANY