TY 2023 Form 990

(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)
(1) GREG MCCLELLAND...................................................................... MANAGEMENT CHAIRMAN	1.0 ................. 0.0	X
(2) DANIEL WELSH...................................................................... TRUSTEE	1.0 ................. 0.0	X
(3) CHARLES KREBS...................................................................... TRUSTEE	1.0 ................. 0.0	X
(4) DENNIS ANDERSEN...................................................................... TRUSTEE	1.0 ................. 0.0	X
(5) DAVE MCEUEN...................................................................... TRUSTEE	1.0 ................. 0.0	X
(6) VIDAL ZAMBRANO...................................................................... TRUSTEE - TERM. 8/2023	1.0 ................. 0.0	X
(7) CHARLES HERNANDEZ...................................................................... TRUSTEE	1.0 ................. 0.0	X
(8) KARL PINEO...................................................................... TRUSTEE	1.0 ................. 0.0	X
(9) MICHAEL VLAMING...................................................................... TRUSTEE	1.0 ................. 0.0	X
(10) RICHARD BARBOUR...................................................................... TRUSTEE	1.0 ................. 0.0	X
(11) DYLAN OLSON...................................................................... TRUSTEE	1.0 ................. 0.0	X
(12) KEITH HARKEY...................................................................... TRUSTEE	1.0 ................. 0.0	X
(13) JESUS CASTANEDA...................................................................... TRUSTEE	1.0 ................. 0.0	X
(14) BEAU COLEMAN...................................................................... TRUSTEE	1.0 ................. 0.0	X
(15) JASON SANGSTER...................................................................... TRUSTEE	1.0 ................. 0.0	X
(16) Jason Gallia...................................................................... TRUSTEE	1.0 ................. 0.0	X
(17) CHRIS STOWERS...................................................................... TRUSTEE	1.0 ................. 0.0	X

(A) Name and business address	(B) Description of services	(C) Compensation
IRONWORKERS EMPLOYEES BENEFITS CORP, 131 N EL MOLINO AVE 330 PASADENA,CA91101	PLAN ADMINISTRATION	3,137,297
ANTHEM BLUE CROSS LIFE HEALTH, 2155 OXNARD STREET WOODLANDS HILLS,CA91367	ASO FEES	1,616,032
DELTA DENTAL OF CALIFORNIA, 17871 PARK PLAZA DRIVE SUITE 200 CERRITOS,CA90703	ASO FEES	571,329
THE SEGAL COMPANY, 100 MONTGOMERY STREET STE 500 SAN FRANCISCO,CA94104	ACTUARIAL	294,740
EVERSIDE HEALTH LLC, 1283 OAKMEAD PKWY SUITE B SUNNYVALE,CA94085	ASO FEES	188,819
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 9

- 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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CALIFORNIA IRONWORKERS FIELD WELFARE
PLAN

Employer identification number

95-6042868

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 right arrow

Permanent endowment right arrow

Term endowment right arrow

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).)..

Schedule D (Form 990) 2022

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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	0
ESTIMATED CLAIMS LIABILITY	49,779,000
ESTIMATED GROUP INSURANCE CONT	6,803,000
ESTIMATED FUTURE TIME OFF BENE	72,800,000
BENEFIT IMPREST ACCOUNTS	30,969
DUE TO IEBC	116,405




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	129,529,374
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) 2022

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	231,785,740
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	8,043,855
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	8,043,855
3	Subtract line 2e from line 1..................			3	223,741,885
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	57,308
b	Other (Describe in Part XIII.) ...........	4b	6,842,229
c	Add lines 4a and 4b....................			4c	6,899,537
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	230,641,422

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	226,728,656
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
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	226,728,656
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	57,308
b	Other (Describe in Part XIII.) ...........	4b	9,242,642
c	Add lines 4a and 4b.....................			4c	9,299,950
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	236,028,606

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 PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MAY 31, 2024 AND 2023, 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.
PART XII, LINE 4B	Change in benefit obligations - $6,370,000 Increase in benefit payments - $2,872,642
PART IX, LINE 4	INCREASE IN BENEFIT PAYMENTS BECAUSE OF RECLASSIFYING NET CHANGE IN SUPPLEMENTAL RETIREMENT BENEFITS - $2,872,642.
Part XI, LINE 4B	CHANGES IN THE SUPPLEMENTAL RETIREMENT BENEFIT: INCREASE IN EMPLOYER CONTRIBUTIONS - $147,831 INCREASE IN INVESTMENT INCOME - $4,097,954 NET APPRECIATION IN FAIR VALUE OF INVESTMENTS - $2,596,444

Schedule D (Form 990) 2022

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

CALIFORNIA IRONWORKERS FIELD WELFARE
PLAN

Employer identification number

95-6042868

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 3:	THE ORGANIZATION HAS CONTRACTED WITH THE IRONWORKERS EMPLOYEES' BENEFIT CORPORATION, INC. (IEBC), TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8B:	THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B:	FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING THE FORM 990 WITH THE IRS AND AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C:	THE CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES HAS DISCRETIONARY AUTHORITY TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND TO VOTE ON THE PROPOSED TRANSACTION OR AGREEMENT. SUCH DETERMINATIONS ARE MADE WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL.
FORM 990, PART VI, SECTION C, LINE 19:	ORGANIZATIONAL DOCUMENTS, FINANCIAL INFORMATION, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE BY APPOINTMENT AT THE EXECUTIVE DIRECTOR'S OFFICE.
PART VII, SECTION A, LINE 1A:	TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATIONS. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST OFFICE.
FORM 990 PART XII - LINE 2B AND 2C:	THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEAR.
FORM 990, PART V, LINE 2A:	THE TRUST HAS NO EMPLOYEES. THE TRUST ISSUED W-2'S TO PARTICIPANTS THAT RECEIVED DISABILITY BENEFITS OR DISTRIBUTIONS FROM THE SUPPLEMENTAL RETIREMENT BENEFIT LIABILITY ACCOUNT DURING THE YEAR ENDED MAY 31, 2024.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

CALIFORNIA IRONWORKERS FIELD WELFARE
PLAN

Employer identification number

95-6042868

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)CALIFORNIA IRONWORKERS FIELD PENSION TRU 131 N EL MOLINO AVENUE 330 PASADENA,CA91101 95-6042866	PENSION BENEF	CA	401A	NONE	NA		No
(2)CALIFORNIA FIELD IRONWORKERS LABOR MANAG 990 RESERVE DRIVE 104 ROSEVILLE,CA95678 94-3168117	RELATION MGMT	CA	501(C)(5)	NONE	NA		No
(3)CALIFORNIA FIELD IRON WORKER VACATION TR 131 N EL MOLINO AVENUE 330 PASADENA,CA91101 95-6042867	VACATION BENE	CA	501(C)(9)	NONE	NA		No
(4)CALIFORNIA FIELD IRON WORKERS APPRENTICE 131 N EL MOLINO AVENUE 330 PASADENA,CA91101 95-6042917	TRAINING	CA	501(C)(5)	NONE	NA		No
(5)IRONWORKERS WORKERS COMPENSATION TRUST 131 N EL MOLINO AVENUE 330 PASADENA,CA91101 43-6895772	TO PROVIDE AS	CA	501(C)(6)	NONE	NA		No
(6)CALIFORNIA FIELD IRON WORKERS ADMINISTRA 1909 CAPITOAL AVENUE 202 SACRAMENTO,CA95811 94-6313717	PROMOTE WORK	CA	501(C)(6)	NONE	NA		No
(7)CIECDCIW MARKET RETENTION COMMITTEE 990 RESERVE DRIVE 104 ROSEVILLE,CA95678 68-0414047	UNION CONST.	CA	501(C)(5)	NONE	NA		No
(8)CALIFORNIA IRONWORKERS FIELD DEFINED CON 131 N EL MOLINO AVENUE 330 PASADENA,CA91101 95-3304279	PENSION BEN.	CA	401A	NONE	NA		No
(9)IRONWORKERS LOCAL #75 950 E Elwood St PHOENIX,AZ85040 86-0029434	MEMBER REPRES	AZ	501(C)(5)	NONE	NA		No
(10)IRONWORKERS LOCAL #118 2840 El Centro Rd SACRAMENTO,CA95833 94-0340157	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(11)IRONWORKERS LOCAL #155 5407 E Olive Ave 106 Fresno,CA93727 94-0578605	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(12)IRONWORKERS LOCAL #229 5155 Mercury Point SAN DIEGO,CA92111 33-0281624	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(13)IRONWORKERS LOCAL #377 570 Barneveld Ave SAN FRANCISCO,CA94124 94-0577195	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(14)IRONWORKERS LOCAL #378 3120 Bayshore Rd BENICIA,CA94510 95-0577193	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(15)IRONWORKERS LOCAL #416 PO BOX 1166 NORWALK,CA90651 95-1141502	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(16)IRONWORKERS LOCAL #433 17495 HURLEY STREET EAST INDUSTRY,CA91744 95-1272140	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No
(17)District Council of Ironworkers of the S 1660 San Pablo Ave Room C Pinole,CA94564 94-1252975	MEMBER REPRES	CA	501(C)(5)	NONE	NA		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

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) IRONWORKERS EMPLOYEES' BENEFIT CORPORATI 131 N EL MOLINO AVENUE SUITE 330 PASADENA,CA91101 95-3084599	PAYS ADMIN EX	CA		C Corp	8,728,581	28,805,111	56.000 %	Yes

Schedule R (Form 990) 2023

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 ............................

Yes

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

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

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
(1) IRONWORKERS EMPLOYEES' BENEFIT CORPORATION	P	6,478,000	ALLOC. STUDY

Schedule R (Form 990) 2023

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) 2023

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation
SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:	THE FILING ORGANIZATION IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MAY 31, 2024, THERE ARE APPROXIMATELY 540 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 ORPORATION 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. AA JOHNSON AND SON INC ABC RESOURCES INC ACC WEST COAST LLC ACERO CONSTRUCTION SERVICES ACSS INC ACT 1 CONSTRUCTION ADAMS AND SMITH INC ADF INTERNATIONAL INC DBA ADF AGUILAR AND CALDERON CORP AGUIRRE REINFORCING STEEL LLC AHLBORN STRUCTURAL STEEL INC AHS CUSTOM FABRICATION LLC AIM STEEL INC AKIMA CONSTRUCTION SERV LLC ALAMEDA CONST SERVICES INC ALL AMERICAN IRONWORKS ALL STAR POST TENSION ALLIED STEEL CO INC ALTA ENGINEERING GROUP INC ALTA FENCE ALTAMONT REBAR CORP AMBER STEEL CO AMENTUM SERVICES INC AMERICAN BRIDGE DIVISION AMERICAN STL AND STWYS INC AMERICAN WELDING INC ANCO IRON AND CONSTRUCTION ANGEL WING ERECTORS LTD ANNING JOHNSON COMPANY ARB INC ARCHITECTURAL GLASS AND ALU ARCHITECTURAL UNLIMITED BLD CO ARKTOS INCORPORATED ARROW SIGN COMPANY ARROWHEAD STEEL ASACRETE INC ASBURY STEEL INC ASIA GENERAL CONTRACTORS INC ASSOCIATED CRANE LLC ASSOCIATED REBAR INC ATLAS MOBILE WELDING AND FAB ATLAS ORNAMENTAL IRON WORKS AUTOMATED GATE SERVICES INC AXIOM GROUP AZ REBAR INC AZ-TEC ERECTORS AZCO INC B AND M CONTRACTORS INC B METAL FABRICATION INC BABCOCK AND WILCOX CONST CO LLC BAHNMILLER CONSTRUCTION INC BAILEY FENCE CO BAJA CONSTRUCTION INC BANNON CONSTRUCTION INC BAPKO METAL INC BARBEES WELDING BARKER STEEL CONSTRUCTION INC BARNHART CRANE AND RIGGING CO BASSETT CONSTRUCTION LLC BAY ENGINEERING LLC BEI STEEL INC BENCHMARK STEEL INC BENSON INDUSTRIES INC BERKELEY CEMENT INC BESAM WEST INC BF STEEL INC BHI ENERGY SPECIALTY SERVICES BIG VALLEY METALS BIGGE CRANE AND RIGGING CO BLUE STATE STEEL INC BP IRON INC BRAGG CRANE AND RIGGING BT MANCINI CO INC CA BY DESIGN STEEL SERVICES BYROM DAVEY INC C AND N REINFORCING INC C S LEGACY CONSTRUCTION INC CA BUCHEN CORP CA DEPARTMENT OF CORRECTION CA PRISON INDUSTRY AUTHORITY CABRILLO CRANE AND RIGGING CAIRO CONSTRUCTION COMPANY CAL I-W APPR TRAINING PROGRAM CAL IRONWORKS INC CALCO FENCE INC CALCOAST STEEL INC CALIF ENG CONT INC CALIFORNIA ERECTORS INC CAMBLIN STEEL SERVICE INC CAMPBELL CERTIFIED INC CANDK UNITED SHEET METAL AND MECH CANYON ELECTRIC COMPANY INC CANYON STEEL FABRICATORS INC CARONE AND COMPANY INC CASCO EQUIPMENT CORP CCDS INC DBA INDUSTRIAL DOOR CE TOLAND AND SON CENTRAL VALLEY REINFORCING INC CENTROAMERICANO RODBUSTERS INC CERTIFIED STEEL FABRICATORS CHANG STEEL INC CHANNEL ISLANDS STRUCTURES CHERNE CONTRACTING CORPORATION CHICAGO FLYHOUSE INC CIVIL WORKS CORP CLARK PACIFIC CLARK STEEL FABRICATORS INC CMC STEEL FABRICATORS INC DBA COASTLINE STEEL AND CONS INC DBA COLORADO FRAMING AND CONST CO COMMERCIAL EXTERIOR INC COMMUNITY PLAYGROUNDS INC COMPASS BUILDERS INC COMPASS EQUIPMENT SERV OF NV CONCORD IRON WORKS CONXTECH CONSTRUCTION INC COOK ERECTORS INC CORE ERECTORS DBA CORE INSTALL CORESLAB STRUCTURES CORESLAB STRUCTURES ARIZ INC CORESLAB STRUCTURES INC CORONA STEEL INC CORONA STUD AND DECK LLC COURT CONCEPTS INC COWELCO CR MEYER CRANEVEYOR CORP CREATIVE BUILDERS DBA CROWN CORR INC CROWN IND ENG CROWN STEEL INC CSI ELECTRICAL CONTRACTORS INC CUNDIFF STL FAB AND EREC CUPERTINO ELECTRIC INC CUSTOM DESIGN IRON WORKS INC DANNYS CONSTRUCTION CO INC DAVNER CONST AND ENGINEERING SRV DCIW CIEC SAFETY INSTITUTE DE HARO RAMIREZ GROUP DEARBORN CRANE AND ENG CO DELTA IRONWORKS DEPT OF WATER AND POWER DERR AND GRUENEWALD CONS DERR AND ISBELL CONSTRUCTION DETAIL GENERAL DBA DETAIL IW DETENTION EQUIPMENT SPEC INC DEXTERITY PLACING STL SERVICES DH BLATTNER AND SONS INC DISTRICT COUNCIL OF IRONWORKRS DIVERSIFIED METAL WORKS DMZ BUILDERS DOLAN CONCRETE CONST DORAL CORPORATION DRAGADOS-FLATIRON JV DRILL TECH DRS REBAR INC DURA ART STONE DYWIDAG SYSTEMS INTL INC ECKLES CONSTRUCTION INC EE GILBERT CONSTRUCTION INC EIDE INDUSTRIES INC EMPIRE STEEL ERECTORS ENCLOS CORP ENCLOS TENSILE STRUCTURES F G CONCRETE FEHOKO CONCRETE INC FIGUEROA IRON WORKS INC FINE STEEL PRODUCTS INC FINNCO SERVICES INC FLATIRON WEST INC FLORIAN INDUSTRIES INC FOLSOM DAM CONSTRUCTORS FOSBEL INC FOUR STAR ERECTORS INC FREEDOM CRANE SERVICE CORP FUSE EQUIPMENT LLC FUSION REINFORCING SERVICES FUSION STEEL DESIGN FW STRUCTURAL STEEL G E S SHEET METAL INC GANDL CORPORATION GARY RAUB ASSOCIATES GENERATION IRON WORKS GENESIS IRON WORKS GENESIS ONE GROUP GENISA IRON INC DBA DM IRNWRKS GENUINE CONCRETE INC GERONIMO CONCRETE INC GLAZIER STEEL INC GMZ ENGINEERING INC GOEBEL CONSTRUCTION INC GOLD COAST ERECTORS INC GOLDEN GATE BRIDGE-HIWY GOLDEN STATE BRIDGE INC GOLDEN STATE STEEL AND STAIR INC GRANITE INDUSTRIAL INC GRAYCOR INDUSTRIAL CONSTRUCTOR GRIFFIN INDUSTRIAL CONTRACTING GTE METAL ERECTORS HALBERT BROTHERS INC HANSFORD IND DBA VIKING STEEL HARDER MECHANICAL CONTRACT INC HARMON INC HARRIOTT CONTRACTING HARRIS REBAR LAS VEGAS HASKELL CORPORATION HEAVY METAL STEEL CO INC HERRICK CORP HILL CRANE SERVICE INC HOOSIER CRANE SERVICE COMPANY HOUALLA ENTERPRISES DBA METRO HOUSE OF STAINLESS STEEL INC HUNT CONSTRUCTION GROUP INC HYDRONA LLC DBA HYDRONA STEEL IAN THOMAS GROUP IBS USA INC IN-HOUSE PRODUCTION INFINITY METALS INTEGRITY REBAR PLACERS INTEGRITY STEEL AND STONE LLC INTERNATIONAL IRON IRONSTONE METAL WORKS INC IRONWORKERS LOCAL 433 IRONWORKERS LOCAL APT 75 IRONWORKERS LOCAL APT 118 IRONWORKERS LOCAL APT 155 IRONWORKERS LOCAL APT 229 IRONWORKERS LOCAL APT 377 IRONWORKERS LOCAL APT 378 IRONWORKERS LOCAL APT 416 J D HOWARD AND COMPANY LLC J M H ENGINEERING AND CONST JA SANDERS CONSTRUCTION JALOS CONSTRUCTION JAMES HEWATT INC JC METAL SPECIALISTS INC JD BERGLUND GROUP JD HOWARD STEEL ERECTORS JD HOWARD STEEL ERECTORS INC JD STEEL CO INC JD2 INCORPORATED JETTSYN IRON JH KELLY LLC JKI STRUCTURAL STEEL INC JNA BUILDERS INC JOBSITE STUD WELDING INC JOES LANDSCAPING AND CONCRETE JOSEPH J ALBANESE INC JOURNEYMAN IRON WORKS CORP JP CULLEN AND SONS INC JP REBAR INC JUNIOR STEEL CO K AND S IRONWORKS INC KELAGOON CONST MGMT AND CONSULT KIEWIT INFRASTRUCTURE WEST CO KIEWIT POWER CONSTRUCTORS CO KLAUS MULTIPARKING KRAEMER NORTH AMERICA LLC KSJV3 INC DBA FIVE STAR FENCE KSU CORPORATION KWAN WO IRONWORKS INC LA REBAR WELDING INC LA STEEL SERVICES INC LASHUA WELDING AND FLEET SERVICE LAZCANOS MASONRY CONCRETE INC LEADING EDGE SCAFFOLD INC LEES IMPERIAL WELD INC LEGACY REINFORCING STEEL LLC LIBERTY REBAR LILJA CORP LINDEN STEEL AND CONSTRUCTION LINXS CONSTRUCTORS LIVE ACTION GENERAL ENG INC LPC PAVING COMPANY INC LUCAS BUILDERS INC LUKENS CERTIFIED WELDING LVH ENTERTAINMENT SYSTEMS M BAR C CONSTRUCTION INC M D STEEL INC M M V CONSTRUCTION CO MA MORTENSON COMPANY MA REBAR SERVICES INC MAD STEEL INC MADISON INDUSTRIAL SERVICES LL MANCIAS STEEL CO INC MARCO CRANE AND RIGGING CO MARCON ENGINEERING INC MARIN CONCRETE CONSTRUCTION IN MARINE MECHANICAL INC DBA MMI MARTIN IRON WORKS INC MARTINEZ STEEL CORP MARVELLA STEEL PLACERS MAS METALS MASTHEAD INTERNATIONAL INC MATHER STEEL LLC MATRIX NAC INC MAXIM CRANE WORKS LP MAYA STEEL FABRICATION MC INDUSTRIAL INC MC METAL INC MCBRIDES WELDING MCDONOUGH CONSTRUCTION RENTALS MCKEON DOOR OF NEVADA INC MCKEON DOOR WEST INC MCKIM CORPORATION MCMAHON STEEL CO INC METALSET INC MICHELS CONSTRUCTION INC MIKE BUBALO CONSTRUCTION CO MIKE RUSSELL CONSTRUCTION INC MISSION CITY REBAR INC MISSION SUPP AND TEST SERV LLC MKH INC DBA RITMO MLC CONSTRUCTORS INC MMC INC MOEN IRON INC MONROY STEEL INC MONTEREY BAY DBA ORTIZ CONST MOUNTAIN CRANE SERVICE LLC MR CRANE INC MRC DEVELOPMENT INC MUHLHAUSER STEEL INC NAES POWER CONTRACTORS NATIONAL COATING AND LINING CO NATIONAL GARAGE DOOR COMPANY NATIONAL MACHINERY AND CONVEYOR NATIONWIDE ERECTORS LLC NEXT CENTURY REBAR INC NEXT CENTURY REBAR LLC NEXT LEVEL CLADDING LLC NICHOLSON D W CORP NICIOLI CONSTRUCTION NO CALIFORNIA CONST TRAINING NOOTER CONSTRUCTION CO NORTH COAST STEEL NORTHERN NEVADA REBAR NORTHERN STEEL INC NORTHERN STRUCTURAL INC NR GROUP FACADE NSA CONSTRUCTION GROUP INC NUCOR HARRIS REBAR O P STEEL OBRIEN STEEL ERECTORS INC OKANE STRUCTURAL STEEL INC OLD WEST ENERGY SERVICES INC OLSEN-BEAL ASSOCIATES OLSON AND CO OLSON PRECAST CO OLSON WAGNER CONSTRUCTION INC ORANGE COUNTY ERECTORS PACECO CORP PACIFIC ERECTORS INC PACIFIC STAIR CO PACIFIC STEEL GROUP PALM STEEL INC PARADISE REBAR INC PARSONS STEEL BUILDERS PARSONS STEEL ERECTORS INC PCN3 INC PERFORMANCE CONTRACTING INC PERFORMANCE MECHANICAL INC PERIMETER SECURITY GROUP LLC PERMASTEELISA NO AMERICA CORP PEVIK CONSTRUCTION PEVIK CONSTRUCTION GROUP INC PIONEER REINFORCING STEEL PIQUA S

Return Reference

Explanation

SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:

THE FILING ORGANIZATION IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF MAY 31, 2024, THERE ARE APPROXIMATELY 540 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 ORPORATION 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. AA JOHNSON AND SON INC ABC RESOURCES INC ACC WEST COAST LLC ACERO CONSTRUCTION SERVICES ACSS INC ACT 1 CONSTRUCTION ADAMS AND SMITH INC ADF INTERNATIONAL INC DBA ADF AGUILAR AND CALDERON CORP AGUIRRE REINFORCING STEEL LLC AHLBORN STRUCTURAL STEEL INC AHS CUSTOM FABRICATION LLC AIM STEEL INC AKIMA CONSTRUCTION SERV LLC ALAMEDA CONST SERVICES INC ALL AMERICAN IRONWORKS ALL STAR POST TENSION ALLIED STEEL CO INC ALTA ENGINEERING GROUP INC ALTA FENCE ALTAMONT REBAR CORP AMBER STEEL CO AMENTUM SERVICES INC AMERICAN BRIDGE DIVISION AMERICAN STL AND STWYS INC AMERICAN WELDING INC ANCO IRON AND CONSTRUCTION ANGEL WING ERECTORS LTD ANNING JOHNSON COMPANY ARB INC ARCHITECTURAL GLASS AND ALU ARCHITECTURAL UNLIMITED BLD CO ARKTOS INCORPORATED ARROW SIGN COMPANY ARROWHEAD STEEL ASACRETE INC ASBURY STEEL INC ASIA GENERAL CONTRACTORS INC ASSOCIATED CRANE LLC ASSOCIATED REBAR INC ATLAS MOBILE WELDING AND FAB ATLAS ORNAMENTAL IRON WORKS AUTOMATED GATE SERVICES INC AXIOM GROUP AZ REBAR INC AZ-TEC ERECTORS AZCO INC B AND M CONTRACTORS INC B METAL FABRICATION INC BABCOCK AND WILCOX CONST CO LLC BAHNMILLER CONSTRUCTION INC BAILEY FENCE CO BAJA CONSTRUCTION INC BANNON CONSTRUCTION INC BAPKO METAL INC BARBEES WELDING BARKER STEEL CONSTRUCTION INC BARNHART CRANE AND RIGGING CO BASSETT CONSTRUCTION LLC BAY ENGINEERING LLC BEI STEEL INC BENCHMARK STEEL INC BENSON INDUSTRIES INC BERKELEY CEMENT INC BESAM WEST INC BF STEEL INC BHI ENERGY SPECIALTY SERVICES BIG VALLEY METALS BIGGE CRANE AND RIGGING CO BLUE STATE STEEL INC BP IRON INC BRAGG CRANE AND RIGGING BT MANCINI CO INC CA BY DESIGN STEEL SERVICES BYROM DAVEY INC C AND N REINFORCING INC C S LEGACY CONSTRUCTION INC CA BUCHEN CORP CA DEPARTMENT OF CORRECTION CA PRISON INDUSTRY AUTHORITY CABRILLO CRANE AND RIGGING CAIRO CONSTRUCTION COMPANY CAL I-W APPR TRAINING PROGRAM CAL IRONWORKS INC CALCO FENCE INC CALCOAST STEEL INC CALIF ENG CONT INC CALIFORNIA ERECTORS INC CAMBLIN STEEL SERVICE INC CAMPBELL CERTIFIED INC CANDK UNITED SHEET METAL AND MECH CANYON ELECTRIC COMPANY INC CANYON STEEL FABRICATORS INC CARONE AND COMPANY INC CASCO EQUIPMENT CORP CCDS INC DBA INDUSTRIAL DOOR CE TOLAND AND SON CENTRAL VALLEY REINFORCING INC CENTROAMERICANO RODBUSTERS INC CERTIFIED STEEL FABRICATORS CHANG STEEL INC CHANNEL ISLANDS STRUCTURES CHERNE CONTRACTING CORPORATION CHICAGO FLYHOUSE INC CIVIL WORKS CORP CLARK PACIFIC CLARK STEEL FABRICATORS INC CMC STEEL FABRICATORS INC DBA COASTLINE STEEL AND CONS INC DBA COLORADO FRAMING AND CONST CO COMMERCIAL EXTERIOR INC COMMUNITY PLAYGROUNDS INC COMPASS BUILDERS INC COMPASS EQUIPMENT SERV OF NV CONCORD IRON WORKS CONXTECH CONSTRUCTION INC COOK ERECTORS INC CORE ERECTORS DBA CORE INSTALL CORESLAB STRUCTURES CORESLAB STRUCTURES ARIZ INC CORESLAB STRUCTURES INC CORONA STEEL INC CORONA STUD AND DECK LLC COURT CONCEPTS INC COWELCO CR MEYER CRANEVEYOR CORP CREATIVE BUILDERS DBA CROWN CORR INC CROWN IND ENG CROWN STEEL INC CSI ELECTRICAL CONTRACTORS INC CUNDIFF STL FAB AND EREC CUPERTINO ELECTRIC INC CUSTOM DESIGN IRON WORKS INC DANNYS CONSTRUCTION CO INC DAVNER CONST AND ENGINEERING SRV DCIW CIEC SAFETY INSTITUTE DE HARO RAMIREZ GROUP DEARBORN CRANE AND ENG CO DELTA IRONWORKS DEPT OF WATER AND POWER DERR AND GRUENEWALD CONS DERR AND ISBELL CONSTRUCTION DETAIL GENERAL DBA DETAIL IW DETENTION EQUIPMENT SPEC INC DEXTERITY PLACING STL SERVICES DH BLATTNER AND SONS INC DISTRICT COUNCIL OF IRONWORKRS DIVERSIFIED METAL WORKS DMZ BUILDERS DOLAN CONCRETE CONST DORAL CORPORATION DRAGADOS-FLATIRON JV DRILL TECH DRS REBAR INC DURA ART STONE DYWIDAG SYSTEMS INTL INC ECKLES CONSTRUCTION INC EE GILBERT CONSTRUCTION INC EIDE INDUSTRIES INC EMPIRE STEEL ERECTORS ENCLOS CORP ENCLOS TENSILE STRUCTURES F G CONCRETE FEHOKO CONCRETE INC FIGUEROA IRON WORKS INC FINE STEEL PRODUCTS INC FINNCO SERVICES INC FLATIRON WEST INC FLORIAN INDUSTRIES INC FOLSOM DAM CONSTRUCTORS FOSBEL INC FOUR STAR ERECTORS INC FREEDOM CRANE SERVICE CORP FUSE EQUIPMENT LLC FUSION REINFORCING SERVICES FUSION STEEL DESIGN FW STRUCTURAL STEEL G E S SHEET METAL INC GANDL CORPORATION GARY RAUB ASSOCIATES GENERATION IRON WORKS GENESIS IRON WORKS GENESIS ONE GROUP GENISA IRON INC DBA DM IRNWRKS GENUINE CONCRETE INC GERONIMO CONCRETE INC GLAZIER STEEL INC GMZ ENGINEERING INC GOEBEL CONSTRUCTION INC GOLD COAST ERECTORS INC GOLDEN GATE BRIDGE-HIWY GOLDEN STATE BRIDGE INC GOLDEN STATE STEEL AND STAIR INC GRANITE INDUSTRIAL INC GRAYCOR INDUSTRIAL CONSTRUCTOR GRIFFIN INDUSTRIAL CONTRACTING GTE METAL ERECTORS HALBERT BROTHERS INC HANSFORD IND DBA VIKING STEEL HARDER MECHANICAL CONTRACT INC HARMON INC HARRIOTT CONTRACTING HARRIS REBAR LAS VEGAS HASKELL CORPORATION HEAVY METAL STEEL CO INC HERRICK CORP HILL CRANE SERVICE INC HOOSIER CRANE SERVICE COMPANY HOUALLA ENTERPRISES DBA METRO HOUSE OF STAINLESS STEEL INC HUNT CONSTRUCTION GROUP INC HYDRONA LLC DBA HYDRONA STEEL IAN THOMAS GROUP IBS USA INC IN-HOUSE PRODUCTION INFINITY METALS INTEGRITY REBAR PLACERS INTEGRITY STEEL AND STONE LLC INTERNATIONAL IRON IRONSTONE METAL WORKS INC IRONWORKERS LOCAL 433 IRONWORKERS LOCAL APT 75 IRONWORKERS LOCAL APT 118 IRONWORKERS LOCAL APT 155 IRONWORKERS LOCAL APT 229 IRONWORKERS LOCAL APT 377 IRONWORKERS LOCAL APT 378 IRONWORKERS LOCAL APT 416 J D HOWARD AND COMPANY LLC J M H ENGINEERING AND CONST JA SANDERS CONSTRUCTION JALOS CONSTRUCTION JAMES HEWATT INC JC METAL SPECIALISTS INC JD BERGLUND GROUP JD HOWARD STEEL ERECTORS JD HOWARD STEEL ERECTORS INC JD STEEL CO INC JD2 INCORPORATED JETTSYN IRON JH KELLY LLC JKI STRUCTURAL STEEL INC JNA BUILDERS INC JOBSITE STUD WELDING INC JOES LANDSCAPING AND CONCRETE JOSEPH J ALBANESE INC JOURNEYMAN IRON WORKS CORP JP CULLEN AND SONS INC JP REBAR INC JUNIOR STEEL CO K AND S IRONWORKS INC KELAGOON CONST MGMT AND CONSULT KIEWIT INFRASTRUCTURE WEST CO KIEWIT POWER CONSTRUCTORS CO KLAUS MULTIPARKING KRAEMER NORTH AMERICA LLC KSJV3 INC DBA FIVE STAR FENCE KSU CORPORATION KWAN WO IRONWORKS INC LA REBAR WELDING INC LA STEEL SERVICES INC LASHUA WELDING AND FLEET SERVICE LAZCANOS MASONRY CONCRETE INC LEADING EDGE SCAFFOLD INC LEES IMPERIAL WELD INC LEGACY REINFORCING STEEL LLC LIBERTY REBAR LILJA CORP LINDEN STEEL AND CONSTRUCTION LINXS CONSTRUCTORS LIVE ACTION GENERAL ENG INC LPC PAVING COMPANY INC LUCAS BUILDERS INC LUKENS CERTIFIED WELDING LVH ENTERTAINMENT SYSTEMS M BAR C CONSTRUCTION INC M D STEEL INC M M V CONSTRUCTION CO MA MORTENSON COMPANY MA REBAR SERVICES INC MAD STEEL INC MADISON INDUSTRIAL SERVICES LL MANCIAS STEEL CO INC MARCO CRANE AND RIGGING CO MARCON ENGINEERING INC MARIN CONCRETE CONSTRUCTION IN MARINE MECHANICAL INC DBA MMI MARTIN IRON WORKS INC MARTINEZ STEEL CORP MARVELLA STEEL PLACERS MAS METALS MASTHEAD INTERNATIONAL INC MATHER STEEL LLC MATRIX NAC INC MAXIM CRANE WORKS LP MAYA STEEL FABRICATION MC INDUSTRIAL INC MC METAL INC MCBRIDES WELDING MCDONOUGH CONSTRUCTION RENTALS MCKEON DOOR OF NEVADA INC MCKEON DOOR WEST INC MCKIM CORPORATION MCMAHON STEEL CO INC METALSET INC MICHELS CONSTRUCTION INC MIKE BUBALO CONSTRUCTION CO MIKE RUSSELL CONSTRUCTION INC MISSION CITY REBAR INC MISSION SUPP AND TEST SERV LLC MKH INC DBA RITMO MLC CONSTRUCTORS INC MMC INC MOEN IRON INC MONROY STEEL INC MONTEREY BAY DBA ORTIZ CONST MOUNTAIN CRANE SERVICE LLC MR CRANE INC MRC DEVELOPMENT INC MUHLHAUSER STEEL INC NAES POWER CONTRACTORS NATIONAL COATING AND LINING CO NATIONAL GARAGE DOOR COMPANY NATIONAL MACHINERY AND CONVEYOR NATIONWIDE ERECTORS LLC NEXT CENTURY REBAR INC NEXT CENTURY REBAR LLC NEXT LEVEL CLADDING LLC NICHOLSON D W CORP NICIOLI CONSTRUCTION NO CALIFORNIA CONST TRAINING NOOTER CONSTRUCTION CO NORTH COAST STEEL NORTHERN NEVADA REBAR NORTHERN STEEL INC NORTHERN STRUCTURAL INC NR GROUP FACADE NSA CONSTRUCTION GROUP INC NUCOR HARRIS REBAR O P STEEL OBRIEN STEEL ERECTORS INC OKANE STRUCTURAL STEEL INC OLD WEST ENERGY SERVICES INC OLSEN-BEAL ASSOCIATES OLSON AND CO OLSON PRECAST CO OLSON WAGNER CONSTRUCTION INC ORANGE COUNTY ERECTORS PACECO CORP PACIFIC ERECTORS INC PACIFIC STAIR CO PACIFIC STEEL GROUP PALM STEEL INC PARADISE REBAR INC PARSONS STEEL BUILDERS PARSONS STEEL ERECTORS INC PCN3 INC PERFORMANCE CONTRACTING INC PERFORMANCE MECHANICAL INC PERIMETER SECURITY GROUP LLC PERMASTEELISA NO AMERICA CORP PEVIK CONSTRUCTION PEVIK CONSTRUCTION GROUP INC PIONEER REINFORCING STEEL PIQUA S

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN A MULTIEMPLOYER PLAN.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	92
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
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) .........	204,928,864	221,621,777
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	5,564,785	9,019,645
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)	210,493,649	230,641,422
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).....	204,455,941	229,550,472
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)....	5,513,508	6,478,134
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	209,969,449	236,028,606
19	Revenue less expenses. Subtract line 18 from line 12.......	524,200	-5,387,184
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	260,081,816	269,179,745
21	Total liabilities (Part X, line 26).............	123,634,107	130,075,365
22	Net assets or fund balances. Subtract line 21 from line 20.....	136,447,709	139,104,380

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDED MEDICAL, HOSPITAL, LIFE, VISION, PRESCRIPTION DRUGS, DENTAL AND OTHER BENEFITS TO ACTIVE AND RETIREE PARTICIPANTS IN A MULTIEMPLOYER PLAN.

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

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 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
(18) FRANKIE JIMENEZ........................................................................ TRUSTEE - EFF. 8/2023	1.0 .......................0.0	X	0	0	0
(19) DAVID OSBORNE........................................................................ TRUSTEE	1.0 .......................0.0	X	0	0	0
(20) SEE SCHEDULE O FOR COMPENSATION........................................................................ PAID BY RELATED ORGANIZATIONS	0.0 .......................0.0	X	0	0	0

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.......		0

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	204,367,283	204,367,283
b	RETIREE AND PARTICIPANT CONTR	900099	16,818,816	16,818,816
c	OTHER INCOME	900099	435,678	435,678
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		221,621,777

3 Investment income (including dividends, interest, and othersimilar amounts) ......			8,909,252			8,909,252
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	6,947,277
b	Less: cost or other basis and sales expenses	7b	6,836,884
c	Gain or (loss)	7c	110,393
d	Net gain or (loss).........			110,393			110,393
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			230,641,422	221,621,777	0	9,019,645

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	229,550,472
5	Compensation of current officers, directors, trustees, and key employees ...........	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	3,582,597
b	Legal .........	173,474
c	Accounting ...........	133,612
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	57,308
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	414,945
12	Advertising and promotion ....	0
13	Office expenses .......	471,036
14	Information technology ......	949,392
15	Royalties ..	0
16	Occupancy ...........	426,792
17	Travel ............	6,429
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	36,619
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	54,755
23	Insurance ...	171,175
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
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	236,028,606
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 ........		0	1	0
2	Savings and temporary cash investments .........		0	2	0
3	Pledges and grants receivable, net ......		0	3	0
4	Accounts receivable, net .............		28,133,089	4	34,969,060
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 .......
			0	5	0
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) ...
			0	6	0
7	Notes and loans receivable, net ...........		0	7	0
8	Inventories for sale or use ............		0	8	0
9	Prepaid expenses and deferred charges ......		262,162	9	141,548
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b	0	10c	0
11	Investments—publicly traded securities .		220,173,816	11	221,205,340
12	Investments—other securities. See Part IV, line 11 .....		11,391,629	12	12,765,328
13	Investments—program-related. See Part IV, line 11 ..		0	13	0
14	Intangible assets ...............		0	14	0
15	Other assets. See Part IV, line 11 ...........		121,120	15	98,469
16	Total assets. Add lines 1 through 15 (must equal line 33)...		260,081,816	16	269,179,745

17	Accounts payable and accrued expenses .....	537,433	17	545,991
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
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 .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
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	123,096,674	25	129,529,374
26	Total liabilities. Add lines 17 through 25..	123,634,107	26	130,075,365

	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	136,447,709	31	139,104,380
32	Total net assets or fund balances ...........	136,447,709	32	139,104,380
33	Total liabilities and net assets/fund balances ........	260,081,816	33	269,179,745