2013-10-02T13:59:46-05:00 2012-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2012-01-01 946078226 AUTOMOTIVE INDUSTRIES WELFARE FUND AUTO 5108362484 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 JIM BENO 5108362484 2013-10-02 1 JESSICA R ROSTER P01317380 9252779100 2012 2016-02-25 16:41:14Z JIM BENO 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 72634485 0 X N/A X 1956 CA TO PROVIDE HEALTH AND WELFARE BENEFITS. 11 0 178 0 0 0 0 0 57120780 55012113 453537 71749 0 0 57574317 55083862 0 0 55596472 55480411 0 0 0 0 0 2698028 2669429 58294500 58149840 -720183 -3065978 22681572 20833100 3014945 3504678 19666627 17328422 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. 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 1 321 0 1 178 1 0 0 0 0 0 0 X 11 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ASSOC THIRD PARTY ADMINISTRATORS 5103373050 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 X DON CROSATTO 1.00 X 0 0 0 STEPHEN MACK 1.00 X 0 0 0 JON ROSSELLE 1.00 X 0 0 0 JAMES CANTERBURY 1.00 X 0 0 0 JOSE SANTANA 1.00 X 0 0 0 DOUG CORNFORD 1.00 X 0 0 0 BILL BRUNELLI 2.00 X 0 0 0 JIM BENO 2.00 X 0 0 0 TOM DILLON 1.00 X 0 0 0 MARK HOLLIBUSH 1.00 X 0 0 0 THOMAS BRANDON 1.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATED THIRD PARTY ADMINISTRATORS 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 ADMINISTRATION 1358451 DELTA DENTAL 12898 TOWNE CENTER DRIVE CERRITOS CA 90703 DENTAL CLAIMS PROCESSING 245977 LINDQUIST LLP 5000 EXECUTIVE PKWY SUITE 400 SAN RAMON CA 94583 AUDIT 238418 THE SEGAL COMPANY 120 MONTGOMERY STREET SAN FRANCISCO CA 94104 CONSULTING 154809 ANTHEM BLUE CROSS 2121 N CALIFORNIA BLVD WALNUT CREEK CA 94596 CLAIMS PROCESSING 144807 5 EMPLOYER CONTRIBUTIONS 900099 54020697 54020697 PARTICIPANT CONTRIBUTIONS 900099 768112 768112 PRESCRIPTION REBATES 900099 164300 164300 STOP LOSS REIMBURSMENT 900099 38651 38651 LIQUIDATED DAMAGES 900099 20353 20353 55012113 335966 335966 17286406 17550623 -264217 -264217 -264217 55083862 55012113 0 71749 55480411 1363372 43281 238418 35700 597030 221860 61275 36475 72018 58149840 4220245 4103528 1398160 259022 918575 129170 23076 24485 16121516 16316895 22681572 20833100 346677 644681 2668268 2859997 3014945 3504678 X 0 0 0 0 19666627 17328422 19666627 17328422 22681572 20833100 -3065978 727773 0 X X 0 1 X 1 0 0 ACCUMULATED ELIGIBILITY CREDITS 677997 BENEFIT CLAIMS PAYABLE AND IBNR 2182000 2859997 X 55775935 727773 727773 55048162 35700 35700 55083862 57519630 0 57519630 35700 594510 630210 58149840 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 DECEMBER 31, 2012, 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 2009. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH ASSOCIATED THIRD PARTY ADMINISTRATORS TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF AUTOMOTIVE INDUSTRIES WELFARE FUND IS COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A CONFLICTING INTEREST EXISTS, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC AND THE ORGANIZATION'S MEMBERS UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. AUTOMOTIVE INDUSTRIES PENSION PLAN 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 941133245 TO PROVIDE PENSION BENEFITS CA 501(A) N/A N/A 0 AUTOMOTIVE INDUSTRIES IAP PLAN 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 941133245 TO PROVIDE PENSION BENEFITS CA 501(A) N/A N/A 0 CMTA-IAM JOINT RETIREE HEALTH & WELFARE TRUST 1640 SOUTH LOOP ROAD ALAMEDA CA 945027089 946130509 TO PROVIDE HEALTH BENEFITS CA 501(C)(9) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DECEMBER 31, 2012, THERE ARE APPROXIMATELY 282 EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS, 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 AND VARIOUS SPONSORING ORGANIZATION IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS AND VARIOUS SPONSORING ORGANIZATIONS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 002 SERVICE A & B AUTO CO, INC A & B DIE CASTING A & H TRUCK REPAIR A TEICHERT & SON INC ACCURATE AUTO BODY ACE TRUCK REPAIR ACURA OF PLEASANTON ADVANCED CAD GRAPHICS AFSCME DISTRICT COUNCIL #57 AKIMA LOGISTICS SERVICES LLC ALAMEDA COUNTY INDUSTRIES ALBANY FORD SUBARU ALL TRANSMISSION & FLEET ALLIED INDUSTRIAL FORKLIFT SV ALLISON BMW AMPORTS ANTIOCH AUTO CENTER ARAMARK UNIFORM SERVICES, INC ASHLOCK CO ATLAS PACIFIC ENGINEERING CO ATPA ALAMEDA EXECUTIVE/MGMT AUTO METAL SERVICE AUTO WEST HONDA AUTOMOTIVE APPRENTICE TRUST BABBITT BEARING COMPANY BAM-INK BATO, INC BAY AREA DENT FREE, INC. BAY LINE CONCRETE CUTTING & C BAYSHORE INTERNATIONAL TRUCK BAYSHORE INTERNATIONAL TRUCK BENNER AUTO REPAIR, INC. BERKELEY FARMS BERKELEY HONDA AUTO CENTER BILL BRANDT FORD BOB GALLI'S AUTO REPAIR, INC. BOB MOTTERS BODY SHOP, INC. BOB'S SERVICE - NON-BARGAINING BRAUN ENTERPRISE BROADWAY MOTORS C H BULL CO CAIETTIS TRUCK REPAIR CAL BODY STEEL FORMING CAL SAW & KNIFE WORKS CALAVERAS MATERIAL, INC. CALIFORNIA TANK LINES, INC CALIFORNIA WASTE SOLUTIONS CAPITAL MACHINE CORPORATION CAPITOL EXPRESSWAY FORD CARGILL SALT CEMEX CENTRAL COLLISION CENTER CENTRAL CONCRETE SUPPLY CO, I CENTRAL CONTRA COSTA TRANSIT CHRIS' DODGE WORLD CHUCK'S WHEEL & BRAKE, INC CLUTCH & BRAKE XCHANGE, INC COAST COUNTIES TRUCK & EQUIP-SAN LEANDRO, CA COAST COUNTIES TRUCK & EQUIP-SAN JOSE, CA COCA COLA BOTTLING CO COLE EUROPEAN, INC. COLUMBIA MACHINE WORKS COMMERCIAL SPEEDOMETER SERVIC COMMERCIAL TRUCK CO CONTINENTAL MACHINE WORKS CORNELY CO CUMMINS WEST, INC CUSTOM ALIGNMENT D W NICHOLSON CORP DALY CITY AUTO REPAIRS DARLING INTERNATIONAL, INC. DE SOTO CAB CO DELTA COMPANY DELTA FORKLIFT DIAMOND MFG CORP DIEGO TRUCK REPAIR, INC. DIRITO BROTHERS CONCORD INC DONAL MACHINE INC DRILL TECH DRILLING & SHORING EARTHGRAINS EAST BAY CLARKLIFT EAST BAY FORD TRUCK SALES, IN EAST BAY SANITARY COMPANY, IN EL SOBRANTE MOTORS NON-BARGAI ELECTRICAL EQUIPMENT MAINTENA ELLIOTT MFG CO, INC ELM FORD MERCURY, INC. EURO-AM AUTO SERVICE F H DAILEY CHEVROLET FABCO AUTOMOTIVE CORPORATION FIRST STUDENT INC FRANCISCAN MOTORS FRITZ & PETERS G & H DIESEL SERVICE, INC. G & M AUTOBODY, INC. GEIGER MFG, INC GENERAL GRINDING INC GENUINE MOTORS LLC GEORGE M MARTIN CO GEORGE MC GILLS BODY SHOP GOLDEN GATE TRANSIT GOLDEN GATE TRUCK CENTER G-P CORPORATION, INC. GRANITE ROCK CO #17072 GREYHOUND LINES-SAN FRANCISCO H W MC KEVITT CO INC HAIGHT STREET GARAGE HALLOWELL CHEVROLET HANZEL AUTO BODY WORKS HARBOR REEFER SERVICE HAYWARD FORD, INC HECO-PACIFIC MFG INC HEDRICK'S COLLISION CENTER HERTZ CORPORATION HONDA OF EL CERRITO HONDA OF OAKLAND HONDA OF STEVENS CREEK HOWER AUTO REPAIR HOWER AUTO REPAIR HUBACHER/KUNI MOTORS SACRAMENTO HUBBARD MACHINE SHOP HUNTER ENGINEERING CO I A OF M LOCAL 1101 I A OF M LOCAL 1173 I A OF M LOCAL 1584 I A OF M LOCAL 653 I A OF M LODGE 1546 I A OF M LODGE 190 I A OF M LODGE 190 I A OF M LODGE 2182 I A OF M LODGE 725 IAM & AW LOCAL LODGE 93 IAP WORLD SVCS/JOHNSON CONTRO INDUSTRIAL MACHINE SHOP INFINITI OF PLEASANTON INSIDE GARAGE INC. J C PRODUCTIONS JACOBS TECHNOLOGY, INC. JENKINS BROS JENSEN'S TIRE SERVICE, INC JOE GOMES TRUCKING, INC. JOHN'S ELECTRICAL ODDITIES KEARNY PATTERN KINGS COUNTY TRUCK LINES KINGS TOWING KNOPP INC KNUTS SERVICE KOEHLER AUTO BODY WORKS L A SMITH & SONS L P MCNEAR BRICK CO LEAGUE OF INDEPENDENT WORKERS LEE'S FORKLIFT SERVICE LEHIGH SOUTHWEST CEMENT CO LEHMER'S LESTER G LAWRENCE & SON VOLVO LEXUS OF PLEASANTON LIVERMORE SANITATION, INC. LOOMIS MACY AUTOMOTIVE, INC. MAGNUSSEN TOYOTA OF PALO ALTO MARINE MECHANICAL INC MARINE TERMINALS CORP MARTINEZ AUTO BODY SHOP METCALFE MACHINE SHOP MIKE FULLER MOTOR SPORTS MIKE HARVEY ACURA MILES MOTOR TRANSPORT SYSTEM MILL VALLEY REFUSE SERVICE, I MORTON SALT CO MV TRANSPORTATION INC NAMASCO CORP/PRIMARY STEEL LL NELSON BODY SHOP NIELLO INFINITI NOEL MILLER INC NORTH BAY NISSAN, INC NOVATO AUTO CENTER NUNES SERVICE OAKLAND MACHINE WORKS P.C. SCHAFFER COMPANY PACIFIC AUTO REPAIR INC PACIFIC MARINE MAINTENANCE CO PALM AVENUE MOTORS PAR 3 MOTORS INC PARAMEDICS PLUS PARKER ROBB CHEVROLET PARKING INDUSTRY FUND PENINSULA AUTO MACHINISTS #14 PENSKE TRUCK LEASING PETALUMA ACQUISITIONS, LLC PETER PAN MOTORS PETKARRIS, INC PLEASANTON TRUCK & EQUIPMENT PRECISION STRIPPING & COATING PROFESSIONAL AUTO CARE PUMP REPAIR SERVICE CO RAIL TERMINAL SERVICES RALPH PANELLA LEASING RALPH WILLIS AUTOMOTIVE RECTOR MOTOR CAR REGALIA'S AUTO BODY REINEGGER FRAME REMMERS & SON AUTO SVC * REPUBLIC SERVICES REPUBLIC SERVICES REPUBLIC SERVICES REPUBLIC SERVICES RIVERVIEW INTERNATIONAL TRUCK R-MECHANIC SERVICE CENTER ROBERT CHRISP COMPANY RODNEY DUTRA SERVICE ROLLIN J LO BAUGH INC RUDY'S AUTO INTERIORS RUTTER ARMEY INC. RYDER TRUCK RENTAL INC S & S RESTORATIONS SAFEWAY STORES INC. SALLE'S PAINT & BODY SHOP SAN FRANCISCO HONDA SAN JOSE DIE CASTING CORP. SAN LEANDRO AUTO SAN MATEO COUNTY CENTRAL LBR SAN PABLO AUTOMOTIVE SUPPLY SANTA CLARA CO AUTO APPRENT T SARDEE INDUSTRIES INC SAUL NAVA'S AUTOMOTIVE MACHIN SAVE MART SUPERMARKETS SERRAMONTE FORD INC SFO SHUTTLE BUS CO SHAMROCK MATERIALS INC SHAW E & I, INC. SHEEDY DRAYAGE SHORELINE DIESEL CO/BARGAININ SIERRA LOBO CORP SILGAN CONTAINER CORP SILGAN CONTAINER CORP SIMS RECYCLING SOLUTIONS SOSCOL AUTO BODY SOUTH BAY AFL-CIO LABOR COUNC SPECIALTY DISTRIBUTORS SSA TERMINALS ST CLAIRE CADILLAC ST FRANCIS ELECTRIC STEVENS CREEK BMW STEWART CHEVROLET STEWART'S BODY SHOP SUPERIOR ALUMINUM BODY CORP. SURE SERVE INC SVENHARDS SWEDISH BAKERY, INC SYAR INDUSTRIES INC. T J BROTHERS INC TATE FAMILY COMPLETE A TELFER OIL COMPANY TESSADA & ASSOCIATES THERMA CORPORATION THUNDER MACHINE WORKS TOBYS TRUCKING INC TOYOTA MATERIAL HANDLING TOYOTA OF VALLEJO TOYOTA OF WALNUT CREEK TRAILCO EQUIPMENT CORPORATION UNION OPTICAL OFFICE UNITED PARCEL SERVICE- SAN FRANCISCO, CA UNITED PARCEL SERVICE-COLUMBUS, OH VALLEY RESTORATION VAN BEBBER BROS VERIFLO CORP VIEIRA'S VALLEY EQUIPMENT CO VINCENT WHITNEY WAGNER & PIGOZZI WALSH STATION AUTO SERVICE WASTE MANAGEMENT OF ALAMEDA C WEICHHART STAMPING CO WENZEL ENGINEERING WEST COUNTY RESOURCE RECOVERY WESTERN GRINDING SERVICE INC WINTER CHEVROLET WORKING PARTNERSHIP USA XSTRATA RECYCLING YELLOW CAB COOPERATIVE, INC.