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CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND (EIN 23-6263170)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-27
IRS object ID
202442719349301134
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-27T11:37:17-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236263170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL PENNSYLVANIA TEAMSTERS HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM M SHAPPELL TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6103205500PhoneNum
Signature2024-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2024-10-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE SAMOLEWICZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$209,901,634GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CENTRALPATEAMSTERS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$130,668,998PYProgramServiceRevenueAmt
CY Program Service Revenue$131,385,020CYProgramServiceRevenueAmt
PY Investment Income$3,617,808PYInvestmentIncomeAmt
CY Investment Income$4,603,108CYInvestmentIncomeAmt
PY Other Revenue$63,123PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$134,349,929PYTotalRevenueAmt
CY Total Revenue$135,988,128CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$116,511,048PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$125,110,833CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,167,740PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,378,386CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,967,501PYOtherExpensesAmt
CY Other Expenses$5,056,692CYOtherExpensesAmt
PY Total Expenses$124,646,289PYTotalExpensesAmt
CY Total Expenses$134,545,911CYTotalExpensesAmt
PY Revenues Less Expenses$9,703,640PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,442,217CYRevenuesLessExpensesAmt
Total Assets BOY$181,415,751TotalAssetsBOYAmt
Total Assets EOY$188,436,896TotalAssetsEOYAmt
Total Liabilities BOY$739,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,045,401TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$180,676,281NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$187,391,495NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1929IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOSEPH J SAMOLEWICZPersonNm
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SHAPPELL
UNION TRUSTEE2.0050.00Yes (X)$0$126,223$82,383
DANIEL SCHMIDT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
KEN ROSS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
KEVIN BOLIG
UNION TRUSTEE2.0050.00Yes (X)$0$119,870$68,568
BRYAN SWAIM
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JIM GEISE
UNION TRUSTEE2.0040.00Yes (X)$0$100,226$76,407
MARK GLADFELTER
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
EDGAR H THOMPSON
UNION TRUSTEE2.0040.00Yes (X)$0$101,786$60,102
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR22.5022.50$0$210,630$114,723Yes (X)
MARTIN L CULLEN
ASST FUND ADMINISTRATOR22.5022.50$0$154,896$92,904Yes (X)
JAMES STRICKER
INFORMATION TECHNOLOGY22.5022.50$0$138,016$101,011Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$951,647TotReportableCompRltdOrgAmt
Total Other Compensation$596,098TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MERITAIN HEALTH INC
300 CORPORATE PARKWAY 100SAMERSTNY14226CLAIMS PROCESSING$2,360,796
GLOBAL PHARMACEUTICAL BENEFITS LLC
3735 CASTOR AVEPHILADELPHIAPA19124CLAIMS PROCESSING$2,152,566
BRIDGEWAY BENEFIT TECHNOLOGIES LLC
3700 KOPPERS ST STE 400BALTIMOREMD21227COMPUTER SERVICES$468,211
MORGAN LEWIS & BOCKIUS LLP
1111 PENNSYLVANIA AVE NWWASHINGTONDC20004ATTORNEY$293,534
WILLIG WILLIAMS & DAVIDSON
1845 WALNUT STREET 24TH FLOORPHILADELPHIAPA19103ATTORNEY$265,446
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$126,451,697$126,451,697
PARTICIPANT CONTRIBUTIONS525100$4,009,843$4,009,843
RETIREE DRUG SUBSIDY-MEDICARE PAR525100$639,828$639,828
MISCELLANEOUS INCOME525100$283,652$283,652
FieldValueIRS element (for citing)
Total Program Service Revenue$131,385,020TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,198,222TotalRevenueColumnAmt
Exclusion$6,198,222ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$72,318,392SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$73,913,506SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,595,114SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,595,114TotalRevenueColumnAmt
Exclusion-$1,595,114ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,988,128TotalRevenueColumnAmt
Related Or Exempt Func Income$131,385,020RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,603,108ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$125,110,833TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,976,901TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,274,104TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$964,581TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$162,800TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$678,075TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$69,961TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$330,380TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,040,455TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$643,523TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$732,636TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$182,741TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$65,803TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$156,770TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$113,566TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$39,970
PAYROLL AUDIT EXPENSE$2,748
ALLOCATED DEPRECIATION$64

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$134,545,911TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$30,215,883BOYAmt
EOY$23,225,069EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,781,809BOYAmt
EOY$9,814,976EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$75,537BOYAmt
EOY$91,168EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,653,823LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,194,131LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$597,127BOYAmt
EOY$459,692EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$109,453,672BOYAmt
EOY$125,292,309EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,672,515BOYAmt
EOY$27,589,408EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,619,208BOYAmt
EOY$1,964,274EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$181,415,751BOYAmt
EOY$188,436,896EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$550,951BOYAmt
EOY$1,035,383EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$188,519BOYAmt
EOY$10,018EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$739,470BOYAmt
EOY$1,045,401EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$180,676,281BOYAmt
EOY$187,391,495EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$180,676,281BOYAmt
EOY$187,391,495EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$181,415,751BOYAmt
EOY$188,436,896EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,442,217ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,272,997NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$639,880OtherCostOrOtherBasisAmt
Depreciation$290,160DepreciationAmt
Book Value$349,720BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,008,847OtherCostOrOtherBasisAmt
Depreciation$2,900,375DepreciationAmt
Book Value$108,472BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,096OtherCostOrOtherBasisAmt
Depreciation$3,596DepreciationAmt
Book Value$1,500BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$459,692TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$27,589,408BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$27,589,408TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER FOR PURCHASES OF SECURITIES$9,872
DUE TO RELATED PARY$146
FieldValueIRS element (for citing)
Total Liability$10,018TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$140,930,745TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,272,997NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,272,997RevenueNotReportedAmt
Revenue Subtotal$135,657,748RevenueSubtotalAmt
Investment Expenses Not Incld$330,380InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$330,380RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$135,988,128TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$134,215,531TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$134,215,531ExpensesSubtotalAmt
Investment Expenses Not Incld2$330,380InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$330,380ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$134,545,911TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR$0$210,630$0$0$0$0$0$62,746$0$51,977$0$325,353$0$0
MARTIN L CULLEN
ASST FUND ADMINISTRATOR$0$154,896$0$0$0$0$0$54,685$0$38,219$0$247,800$0$0
JAMES STRICKER
INFORMATION TECHNOLOGY$0$138,016$0$0$0$0$0$55,335$0$45,676$0$239,027$0$0
WILLIAM SHAPPELL
UNION TRUSTEE$0$126,223$0$0$0$0$0$48,289$0$34,094$0$208,606$0$0
KEVIN BOLIG
UNION TRUSTEE$0$119,870$0$0$0$0$0$47,456$0$21,112$0$188,438$0$0
JIM GEISE
UNION TRUSTEE$0$100,226$0$0$0$0$0$44,357$0$32,050$0$176,633$0$0
EDGAR H THOMPSON
UNION TRUSTEE$0$101,786$0$0$0$0$0$35,464$0$24,638$0$161,888$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE INDEPENDENT PUBLIC ACCOUNTANT, NOVAK FRANCELLA LLC, PRESENTS A DRAFT FORM 990 TO THE TRUSTEES AT A MEETING TO BE HELD PRIOR TO THE FILING FOR TRUSTEE REVIEW AS WELL AS LEGAL COUNSEL REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CONCE A YEAR, THE CONFLICT OF INTEREST POLICY IS LOOKED AT FOR THE INVESTMENT MANAGERS AND INVESTMENT CONSULTANT. THE TRUSTEES AND KEY EMPLOYEES ARE SUPPOSED TO DISCLOSE ANY CONFLICT AS SOON AS THEY KNOW ABOUT IT.
FORM 990, PART VI, SECTION B, LINE 15THE TRUSTEES REVIEW THE ADMINISTRATOR'S SALARY ON A YEARLY BASIS IN EXECUTIVE SESSION. THE SALARY INCREASES FOR ASSISTANT ADMINISTRATOR, CONTROLLER, HR MANAGER, IT MANAGER AND ALL OTHER EMPLOYEES ARE DISCUSSED AS FOLLOWS: THE CONTROLLER GETS THE CPI NUMBER FOR THE YEAR AND THE ASSISTANT ADMINISTRATOR USES THAT PERCENTAGE AS A PROPOSED BASIS FOR SALARY INCREASES. AT THAT POINT THE COMPENSATION COMMITTEE IS GIVEN THE PROPOSED PERCENTAGE AS WELL AS HOW MUCH THAT PERCENTAGE WOULD COST THE FUND. THE COMPENSATION COMMITTEE AND THE TRUSTEES THEN HAVE A MEETING WITH THE ADMINISTRATOR AND INFORM HIM OF THE APPROVED INCREASE AND WHETHER OR NOT THERE WOULD BE ANY MERIT INCREASES ALLOWED.
FORM 990, PART VI, SECTION C, LINE 19THE FUND SENDS THE GOVERNING DOCUMENTS (SPD) TO ALL MEMBERS WHEN PRINTED AS WELL AS TO ALL NEW MEMBERS. CONFLICT OF INTEREST POLICY - NOT GIVEN TO PARTICIPANTS. ALL PARTICIPANTS ARE SENT SAR'S ANNUALLY AND THE FINANICAL STATEMENT IS MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A:JOSEPH J. SAMOLEWICZ, FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. MARTIN L. CULLEN, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS.
FORM 990, PART XII, LINE 2C:THE GOVERNING BODY (TRUSTEES) OF CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
BERKS COUNTY JAIL SYSTEM
236003049LOCAL GOVERNMENTPA0
BERN TOWNSHIP
236000249LOCAL GOVERNMENTPA0
BIRDSBORO BOROUGH
236003118LOCAL GOVERNMENTPA0
BOROUGH OF BERWICK
246000568LOCAL GOVERNMENTPA0
CUMRU TOWNSHIP
236000288LOCAL GOVERNMENTPA0
DENVER BOROUGH
236002983LOCAL GOVERNMENTPA0
EXETER TWP BD OF SUPV
236000327LOCAL GOVERNMENTPA0
LOYALSOCK TOWNSHIP
246001483LOCAL GOVERNMENTPA0
MAHANOY CITY BOROUGH
236002892LOCAL GOVERNMENTPA0
MILTON REGIONAL SEWER ATH
300093422LOCAL GOVERNMENTPA0
MUHLENBERG TOWNSHIP
236000435LOCAL GOVERNMENTPA0
NESCOPECK BOROUGH
246000638LOCAL GOVERNMENTPA0
NEWBERRY TWP BD OF SUPV
236000437LOCAL GOVERNMENTPA0
NORTHUMBERLAND COUNTY
246000742LOCAL GOVERNMENTPA0
PA CONFERENCE OF TEAMSTER
232311355LOCAL GOVERNMENTPA0
POLK TOWNSHIP SUPERVISORS
246001528LOCAL GOVERNMENTPA0
RDG REGIONAL AIRPORT AUTH
236050410LOCAL GOVERNMENTPA0
SCHUYLKILL COUNTY PRISON
236003048LOCAL GOVERNMENTPA0
SMITHFIELD TOWNSHIP
232089952LOCAL GOVERNMENTPA0
SNYDER COUNTY PRISON
236003152LOCAL GOVERNMENTPA0
SPRING GARDEN TWP BOC
236003037LOCAL GOVERNMENTPA0
SPRINGETTSBURY TOWNSHIP
236000513LOCAL GOVERNMENTPA0
SUMMIT HILL BOROUGH
246000664LOCAL GOVERNMENTPA0
TEAMSTERS LOCAL UNION 229
240565465LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION 429
230724625LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION 764
240773584LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION 771
231071860LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION 773
230724667LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION 776
231147664LABOR UNIONPA501(C)(5)0
UPPER MT BETHEL TOWNSHIP
246001583LOCAL GOVERNMENTPA0
WASHINGTON TOWNSHIP
236000563LOCAL GOVERNMENTPA0
WEST READING BOROUGH
236002959LOCAL GOVERNMENTPA0
WEST YORK BOROUGH
236003014LOCAL GOVERNMENTPA0
VALLEY FORGE SEWER AUTHORITY
231859795LOCAL GOVERNMENTPA0
LOWER MACUNGIE TOWNSHIP
236000397LOCAL GOVERNMENTPA0
BOROUGH OF MOUNT PENN
236002902LOCAL GOVERNMENTPA0
ROBESON TOWNSHIP
236000481LOCAL GOVERNMENTPA0
COLUMBIA COUNTY COMMISSIONERS

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (77 entries)

3B SERVICES INC
ABM INDUSTRIES
ACME MARKETS INC
AIRGAS
ANTONIO ORIGLIO INC
APPALACHIAN SERVICES
ANTHRACITE INDUSTRIES
ARAMARK REFRESHMENT SERVICES
ARKANSAS BEST FREIGHT SYS INC
ARNOLD'S CUSTOM SEEDING LLC
ASSOCIATED PIPELINE CONTRACTORS INC
B & N CLEARING
BEEGHLY TREE SERVIC
BERKS PACKING
BRENNTAG NORTHEAST INC
C&D RIGGING
CANTEEN VENDING
CBI CONSTRUCTION SERV LLC
CENTRAL BUILDERS SUPPLY CO
CENTRE CONCRETE COMPANY
DAIRY FARMERS OF AMERICA
DEAN DAIRY FLUIDTRANSPORTATION
DELJANOVAN TRUCKING LLC
DUN TRANS & STRINGING INC
DUN TRANS & STRINGING INC
E J BRENEMAN LLC
EMPIRE WRECKING
ENERFAB POWER
FLATIRONS DRILLING INC
GLOBAL ENERGY SOLUTIONS
GROCERY HAULERS INC
HANGING H COMPANIES
HENKELS & MCCOY
HILLIS GROUP
INTERNATIONAL SCRAP IRON & METAL
J D M MATERIALS CO INC
JM SWANK LLC
JONES MOTOR CO INC
KUNZLER & COMPANY INC
LATONA TRUCKING INC
LETOURNEAU ENTERPRISES
MICHELS CORPORATION
MILLER ROBESONIA SERVICES
MITCHELL KNORR CONTRACT
NEW PENN MOTOR EXPRESS
NORTHERN CLEARING INC
OTIS EASTERN SERVICE
PARA TRANSIT AUTHORITY
PENN LINE SERVICE INC
PENNSY SUPPLY INC
PETRO OIL
PHILLIPS & JORDAN INC
PRECISION PIPELINE
PRETEC DIRECTIONAL DRILLING
PRICE GREGORY INTL
RABBIT TRANSIT
READING FOUNDRY & SUPPLY CO
ROCKFORD CORPORATION
SAVOR STREET FOODS INC
SINGER EQUIPMENT CO INC
SNELSON COMPANIES INC
SUPREME INDRUSTIES
TR SERVICES LLC
UNITED PARCEL SERVICE INC
UPS CARTAGE SERVICES INC
US FOODS
US PIPELINE
VALLEY DIRECTIONAL DRILL
WALTER ZIEGLER & SONS
WEINER IRON & METAL CORP
WILLIAM E BUCKHOLZ CO
WINDSOR SERVICE TRUCKING
WOLVERINE TRUCKING INC
YEAGER SUPPLY INC
YELLOW FREIGHT
YORK CONCRETE COMPANY
YORK GROUP INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
P$3,909,189FMV
TEAMSTERS LOCAL UNION NO 429
K$163,821FMV