TY 2022 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

AGC OF AMERICA SAN DIEGO CHAPTER INC
HEALTH & WELFARE TRUST

Employer identification number

33-0078759

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) REGULATED INVESTMENT COMPANIES	2,621,134	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	2,621,134

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,514,159
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	19,483,499
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-116,444
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-116,444
3	Subtract line 2e from line 1..................			3	19,599,943
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	19,599,943

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	21,612,463
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	90,218
e	Add lines 2a through 2d....................			2e	90,218
3	Subtract line 2e from line 1...................			3	21,522,245
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	21,522,245

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE TRUST FUND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE TRUST FUND FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ACCRUAL TO CASH ADJUSTMENT 90,218.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

AGC OF AMERICA SAN DIEGO CHAPTER INC
HEALTH & WELFARE TRUST

Employer identification number

33-0078759

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS FIRST REVIEWED BY THE PLAN ADMINISTRATOR THEN A TRUSTEE REVIEWS FORM 990 WITH THE TRUST'S INDEPENDENT ACCOUNTANT PRIOR TO FILING THE RETURN. A FINAL REVIEWED COPY OF THE 990 IS AVAILABLE TO ALL TRUSTEES PRIOR TO SUBMISSION UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD OF TRUSTEES MEETS REGULARLY TO REVIEW AND MONITOR TRUST ACTIVITIES. ALL TRUSTEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. TRUSTEES SHALL SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE ANNUALLY TO THE BOARD. IF A CONFLICT ARISES, THE TRUSTEE WITH A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS AND VOTING ON TRANSACTIONS. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT DURING THE YEAR ENDED MARCH 31, 2023.
FORM 990, PART VI, SECTION B, LINE 15	THE TRUST DOES NOT COMPENSATE ANY PERSONS, ACCORDINGLY A FORMAL COMPENSATION DETERMINATION PROCESS IS NOT NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19	THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	ACCRUAL TO CASH ADJUSTMENT -90,218.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

AGC OF AMERICA SAN DIEGO CHAPTER INC
HEALTH & WELFARE TRUST

Employer identification number

33-0078759

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)AGC OF AMERICA SAN DIEGO CHAPTER INC 6212 FERRIS SQUARE SAN DIEGO,CA92121 95-1951119	PROVIDES SERVICES TO MEMBERS IN THE CONSTRUCTION INDUSTRY	CA	501(C)(6)	N/A	N/A		No
(2)AGC OF AMERICA SAN DIEGO CHAPTER INC APPRENTICESHIP & TRAINING TRUST FUND PO BOX 12630 SAN DIEGO,CA92112 33-0330244	PROVIDES APPRENTICESHIP AND TRAINING TO MEMBERS IN THE CONSTRUCTION INDUSTRY	CA	501(C)(5)	N/A	AGC OF AMERICA SAN DIEGO CHAPTER INC		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) A & D GENERAL BUILDERS INC
(2) A & P DEVELOPMENT & CONSTRUCTION INC
(3) A & Y ASPHALT CONTRACTORS INC
(4) ABBOTT CONSTRUCTION
(5) ABC GENERAL CONTRACTORS INC
(6) ABHE & SVOBODA INC
(7) ABOVE ALL NAMES CONSTRUCTION SERVICES
(8) AC PROS INC
(9) ACCESS PACIFIC INC
(10) ACCURATE ASPHALT & CONCRETE INC
(11) ACME SAFETY & SUPPLY CORP
(12) ACT 1 CONSTRUCTION INC
(13) ADDISON-MILLER INC
(14) ADVANCED ACOUSTIC CONTRACTORS INC
(15) ADVANTAGE PAINTING SOLUTIONS INC
(16) AGC APPRENTICESHIP & TRAINING TRUST
(17) AHRENS MECHANICAL
(18) AK CONSTRUCTORS INC
(19) ALVAREZ AND SHAW INC
(20) AMERICAN ASPHALT & CONCRETE INC
(21) AMERICAN CONCRETE
(22) ANDERSON PACIFIC ENG CONST
(23) ANGUS ASPHALT
(24) ARCE CUSTOM CABINETS INC
(25) ARCHUS CONSTRUCTION INC
(26) ASBURY STEEL INC
(27) ASPHALT FABRIC & ENGINEERING INC
(28) ASSOCIATED GENERAL CONTRACTORS
(29) BARNHART-REESE CONSTRUCTION INC
(30) BEI CONSTRUCTION INC
(31) BEN'S ASPHALT INC
(32) BIG BEN INC
(33) BLUE PACIFIC ENGINEERING & CONSTRUCTION
(34) BOGH ENGINEERING INC
(35) BON AIR INC
(36) BORDEN EXCAVATING
(37) BOUDREAU PIPELINE CORP
(38) BRAVO CONCRETE CONSTRUCTION SERVICES
(39) BREWER CRANE LLC
(40) BUNKER CONSTRUCTION INC DBA BUNKER ENGINEERING
(41) BURCH CONSTRUCTION
(42) BURTECH PIPELINE
(43) BYROM-DAVEY INC
(44) CALDWELL SPECIALTIES INC
(45) CALI CONSTRUCTION
(46) CALIFORNIA COMMERCIAL POOLS INC
(47) CASPER CONCRETE CUTTING INC
(48) CATS EXCAVATING
(49) CCL CONTRACTING INC
(50) CEM CONSTRUCTION CORP
(51) CEMENT CUTTING INC
(52) CJ CONCRETE CONSTRUCTION INC
(53) CLAUSS CONSTRUCTION
(54) CONCRETE BUILDING SYSTEMS
(55) CONCRETE CONTRACTORS INTERSTATE
(56) COPP CONTRACTING INC
(57) COX CONSTRUCTION COMPANY
(58) CREST EQUIPMENT INC
(59) CREW INC
(60) CUYAMACA CONST INC
(61) D & D CONCRETE CONSTRUCTION
(62) DA WHITACRE CONSTRUCTION
(63) DALKE & SONS CONSTRUCTION
(64) DARYL GRIFFIS ACOUSTICS INC
(65) DAVID M BERTINO MFG INC
(66) DAVIS FRAMING INC
(67) DB PIPELINE INC
(68) DEMOLITION SPECIALIST INC
(69) DEVRIES CONSTRUCTION INC
(70) DICK MILLER INC
(71) DLG CONTRACTORS INC
(72) DOWNSTREAM SERVICES INC
(73) EJ MEYER COMPANY
(74) EL HOBBS INC
(75) EASY FLOW
(76) EC CONSTRUCTORS INC
(77) EDGAR GARZA CONSTRUCTION
(78) EL CAJON GRADING & ENGINEERING CO INC
(79) EL-CO CONTRACTORS INC
(80) ELITE EARTHWORKS & ENGINEERING
(81) ERICKSON-HALL CONSTRUCTION
(82) F J WILLERT CONTRACTING
(83) FARIS CONSTRUCTION COMPANY
(84) FRAMECO CONSTRUCTION INC
(85) G2 CONSTRUCTION INC
(86) G BROTHERS CONSTRUCTION INC
(87) GARZA CONSTRUCTION INC
(88) GCI CONSTRUCTION INC
(89) GDL BEST CONTRACTORS
(90) GENERAL COATINGS CORPORATION
(91) GENTRY BROTHERS INC
(92) GENTRY GENERAL ENGINEERING INC
(93) GMC ENGINEERING
(94) GQ BUILDERS INC
(95) GRADE BREAK GENERAL ENGINEERING
(96) GRAHOVAC CONSTRUCTION
(97) H & D CONSTRUCTION COMPANY
(98) H & H GENERAL CONTRACTORS
(99) H L HITCHCOCK CONSTRUCTION
(100) HAITBRINK ASPHALT PAVING INC
(101) HARBOR COATING & RESTORATION
(102) HAZARD CM ENGR LLC
(103) HAZARD CONSTRUCTION COMPANY
(104) HAZARD CONSTRUCTION ENGR LLC
(105) HELIX MECHANICAL
(106) HI TECH PAINTING INC
(107) HILLCREST CONTRACTING INC
(108) HOLLANDS CUSTOM CABINETS
(109) HOLTZ CORPORATION
(110) HSCC INC
(111) INLAND EMPIRE ARCHITECT
(112) IN-LINE FENCE & RAIL CO INC
(113) INNOVATION PAINTING INC
(114) INTEGRITY CONCRETE
(115) INTERSTATE CIVIL CONSTRUCTION
(116) IRONCLAD GENERAL ENGINEERING INC
(117) JR ABBOTT CONSTRUCTION
(118) JR CONSTRUCTION INC
(119) JR FILANC CONSTRUCTION CO INC
(120) JACKSON & BLANC
(121) JC FRAMING INC
(122) JEREMY HARRIS CONSTRUCTION INC
(123) JERGENSEN CONCRETE INC
(124) JERGENSEN CONSTRUCTION
(125) JMJ CONSTRUCTION
(126) JOHNSTON TRACTOR INC
(127) JPI DEVELOPMENT GROUP INC
(128) JT WIMSATT CONTRACTING
(129) KAR CONSTRUCTION INC
(130) KANA PIPELINE
(131) KASA CONSTRUCTION INC
(132) KAY CONSTRUCTION COMPANY INC
(133) KERNS INC A CALIFORNIA CORP
(134) KINGMEN CONSTRUCTION
(135) KRAUSE'S HANG RIITE WALLCOVERING
(136) KTA CONSTRUCTION INC
(137) KVAAS MANAGEMENT INC
(138) LAKE ARROWHEAD CONSTR DBA TRINITY CONSTR
(139) LB CIVIL CONSTRUCTION
(140) LCR EARTHWORK & ENGINEERING CORP
(141) LOS ANGELES ENGINEERING INC
(142) LUSARDI CONSTRUCTION CO
(143) LYMAN CONSTRUCTION
(144) M J BAXTER DRILLING COMPANY
(145) MA STEVENS CONSTRUCTION INC
(146) MACADEE ELECTRICAL CONSTRUCTION
(147) MARATHON CONSTRUCTION CORP
(148) MARCON ENGINEERING INC
(149) MARTINEZ CONCRETE INC
(150) MATCON GENERAL ENGINEERING INC
(151) MB COATINGS INC
(152) MC CONTRACTING
(153) MC PAINTING
(154) MCC EQUIPMENT RENTALS INC
(155) MERLI CONCRETE PUMPING CO
(156) MILLSTEN ENTERPRISES INC
(157) MIRAMAR GENERAL ENGINEERING
(158) MMG ENGINEERING INC
(159) MONTANO PIPELINE INC
(160) MULVIHILL CONSTRUCTION
(161) NEW CENTURY CONSTRUCTION
(162) NKS MECHANICAL CONTRACTING INC
(163) NORSTAR PLUMBING & ENG INC
(164) NU LINE TECHNOLOGIES
(165) OHE PAINTING
(166) OAK HOLLOW RESTORATION
(167) OAKVIEW CONSTRUCTORS INC
(168) OHNO CONSTRUCTION COMPANY
(169) OLYMPOS PAINTING INC
(170) OPTIMUS BUILDING COMPANY
(171) ORION CONSTRUCTION CORPORATION
(172) ORTIZ CORPORATION
(173) PACIFIC BUILDING GROUP INC
(174) PACIFIC CONTRACTORS GROUP INC
(175) PACIFIC HYDROTECH CORP
(176) PACIFIC WEST BUILDERS
(177) PAL GENERAL ENGINEERING
(178) PALM ENGINEERING CONSTRUCTION COMPANY INC
(179) PARDESS AIR INC
(180) PATRIOT DRYWALL
(181) PATRIOT PIPELINE INC
(182) PAULUS ENGINEERING INC
(183) PCL CONSTRUCTION INC
(184) PECORARO INC
(185) PENNSYLVANIA COATINGS
(186) PIPERIN CORPORATION
(187) PK MECHANICAL SYSTEMS
(188) PLAY FOUNDATIONS
(189) PMC CONCRETE CONTR
(190) PORTILLO CONCRETE INC
(191) PRESTIGE CONCRETE
(192) PRESTIGE STRIPING SERVICES INC
(193) PRO FINISH PAINTING
(194) PRO-CRAFT CONSTRUCTION INC
(195) PYRAMID BUILDING & ENGINEERING INC
(196) QSB CONSTRUCTION
(197) QUALITY CONSTRUCTION & ENGINEERING INC
(198) QUALITY PAINTING & WALLCOVERINGS
(199) R C CONSTRUCTION SERVICES INC
(200) R C FOSTER CORPORATION
(201) RA BURCH CONSTRUCTION CO
(202) RE CHAFFEE CONSTRUCTION
(203) RE SCHULTZ CONSTRUCTION INC
(204) RL LEE CONSTRUCTION INC
(205) RAMONA PAVING & CONSTRUCTION
(206) RAP ENGINEERING
(207) RASMUSSEN BROTHERS CONSTRUCTION INC
(208) REGAN PAVING DBA CHARLES C REGAN
(209) REYNOLDS CONTRACTING
(210) ROADWAY ENGINEERING & CONSTRUCTION CORP
(211) ROCKY COAST BUILDERS INC
(212) ROMERO GENERAL CONSTRUCTION
(213) S & B ENGINEERING
(214) S & H CABINET & MFG INC
(215) SC COATINGS CORPORATION
(216) SC VALLEY ENGINEERING INC
(217) SS MECHANICAL CORP
(218) SB GENERAL ENGINEERING INC
(219) SCHULER CONSTRUCTORS INC
(220) SEALRIGHT PAVING INC
(221) SENITICA CONSTRUCTION INC
(222) SEQUEL CONTRACTORS INC
(223) SERVITEK ELECTRIC INC
(224) SHAWNAN
(225) SIERRA PACIFIC WEST INC
(226) SIERRA WEST FINISH INC
(227) SILVER CREEK INDUSTRIES
(228) SIMMONS & WOOD INC
(229) SJD & B
(230) SLATER WATERPROOFING
(231) SOL CONSTRUCTION INC
(232) SOLTEK PACIFIC CONSTRUCTION CO
(233) SOUTH BAY FENCE INC
(234) SOUTHLAND PAVING INC
(235) SPEC CONSTRUCTION CO INC
(236) SPECIALTY INSTALLATION INC
(237) SPOONERS WOODWORKS INC
(238) STANEK CONSTRUCTORS INC
(239) STARRETT CONSTRUCTION INC
(240) STRONGHOLD ENGINEERING
(241) SUDWEEKS CONSTRUCTION
(242) SWCS INC
(243) SWINERTON BUILDERS
(244) TB PENICK & SONS INC - APPRENTICES
(245) TE ROBERTS INC
(246) TC CONSTRUCTION CO INC
(247) TEAM C CONSTRUCTION INC
(248) TECH BUILDERS INC
(249) TERRA PAVE INC - APPRENTICES
(250) THREE PEAKS CORP
(251) THUNDER-JONES CONTRACTING GROUP
(252) TK CONSTRUCTION
(253) TOBY B HAYWARD INC
(254) TOWNE DRYWALL INC
(255) TRANSTAR PIPELINE INC
(256) TRI-GROUP CONSTRUCTION
(257) TRINITY GRADING INC
(258) TRUTEAM OF CALIFORNIA
(259) TUBBS ENTERPRISES INC
(260) UNIQUE BUILDING GROUP
(261) UNITED PAVING COMPANY
(262) VALLEY PIPELINE SERVICES
(263) VANDERCOOK CONSTRUCTION
(264) VASQUEZ CONSTRUCTION COMPANY
(265) VORWALLER & BROOKS INC
(266) WALTERS PAINTING INC
(267) WEST COAST AIR CONDITIONING
(268) WEST COAST GENERAL CORP
(269) WEST COAST GENERAL GROUP INC
(270) WESTERN RIM CONSTRUCTORS
(271) WESTERN STATE BUILDERS INC
(272) WEST-TECH CONTRACTING INC
(273) WHILLOCK CONTRACTING INC
(274) WIER CONSTRUCTION CORPORATION
(275) YBS CONSTRUCTION ENGINEERING
(276) ZASUETA CONTRACTING INC
(277) ZUSSER COMPANY INC

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN FOR THE BENEFIT OF PARTICIPATING EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	7
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	60,491
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	18,766,383	19,539,452
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	138,756	60,491
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	18,905,139	19,599,943
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	16,800,036	20,167,385
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,209,243	1,354,860
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	18,009,279	21,522,245
19	Revenue less expenses. Subtract line 18 from line 12.......	895,860	-1,922,302
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,823,761	3,785,015
21	Total liabilities (Part X, line 26).............	1,423,941	1,514,159
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,399,820	2,270,856

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS (1642 PARTICIPANTS)

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) MITCHELL BURCH...................................................................... SECRETARY (AS OF 07/22)	1.00 .................	X	X	0	0	0
(2) GEORGE KVAAS...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(3) NIGEL CARY...................................................................... CHAIRMAN	1.00 .................	X	X	0	0	0
(4) NOLI GAVINO...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(5) JIM SUMMERS...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(6) BRANDON RICHIE...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(7) TAMI BARNHART-REESE...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(8) KENNETH J RIHA...................................................................... SECRETARY (THRU 07/22)	1.00 .................	X	X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
WEST COAST GROUP BENEFITS 10809 THORNMINT ROAD SUITE A SAN DIEGO,CA92127	BROKER	824,550
POLYCOMP ADMINISTRATION SERVICES PO BOX 12630 SAN DIEGO,CA92112	PLAN ADMINISTRATION	295,019



2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	19,464,894	19,464,894
b	REIMBURSEMENT COBRA	900099	47,275	47,275
c	LATE FEES & MISC. INCOME	900099	27,283	27,283
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		19,539,452

3 Investment income (including dividends, interest, and othersimilar amounts) ......			79,419		79,419
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		703,112	7a
b	Less: cost or other basis and sales expenses		722,040	7b
c	Gain or (loss)		-18,928	7c
d	Net gain or (loss).........			-18,928		-18,928
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			19,599,943	19,539,452	60,491	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	20,167,385
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	100,643
c	Accounting ...........	94,935
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	10,703
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,109,556
12	Advertising and promotion ....
13	Office expenses .......	12,053
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,837
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	15,777
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	RECORD STORAGE	7,326
b
c
d
e	All other expenses	2,030
25	Total functional expenses. Add lines 1 through 24e	21,522,245
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		2,296,752	1	324,360
2	Savings and temporary cash investments .........		828,329	2	839,521
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .			11
12	Investments—other securities. See Part IV, line 11 .....		2,698,680	12	2,621,134
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		5,823,761	16	3,785,015

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,423,941	25	1,514,159
26	Total liabilities. Add lines 17 through 25..	1,423,941	26	1,514,159

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	4,399,820	31	2,270,856
32	Total net assets or fund balances ...........	4,399,820	32	2,270,856
33	Total liabilities and net assets/fund balances ........	5,823,761	33	3,785,015