2024-10-28T11:03:01-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 520904354 SEIU HEALTH AND WELFARE FUND SEIU 2027307511 1800 MASSACHUSETTS AVE NW 301 WASHINGTON DC 20036 MEGAN SWEENEY TRUSTEE 2027307500 2024-10-28 1 0 MICHAEL E WARSHAW CPA P01236267 2023319880 2024-10-28 X 2023 2024-10-15 13:58:12Z MEGAN SWEENEY 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 138829225 0 X N/A X 1969 DC THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. 9 9 0 0 0 0 0 0 51209848 51121830 276997 474147 992787 1913153 52479632 53509130 0 0 49795344 53882203 0 0 0 0 0 3842515 4135671 53637859 58017874 -1158227 -4508744 42032432 39627639 1762173 2510339 40270259 37117300 THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. 0 0 THE PLAN PROVIDED MEDICAL, DENTAL, VISION, PRESCRIPTION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X TSEGAW MENGISTU 2027307511 1800 MASSACHUSETTS AVE NW STE 301 WASHINGTON DC 20036 X GREG NAMMACHER UNION TRUSTEE 1.00 40.00 X 0 0 0 KENNETH MUNZ UNION TRUSTEE 1.00 40.00 X 0 0 0 CHRISTOPHER B BOUVIER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 DAVID CHAPLA MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 DAMON FRASER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOHN NEESE MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 KURT EDELMAN UNION TRUSTEE 1.00 40.00 X 0 0 0 MEGAN SWEENEY UNION TRUSTEE - CHAIR 1.00 40.00 X 0 0 0 VALERIE ERVIN UNION TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 CIGNA HEALTH CARE 5089 COLLECTIONS CENTER DR CHICAGO IL 60693 ADMIN & ACCESS FEES 1576134 CAREFIRST BLUECROSS BLUESHIELD 10455 MILL RUN CIR OWNINGS MILL MD 21117 ADMIN & ACCESS FEES 595930 SEGAL COMPANY PO BOX 4059 WASHINGTON DC 10261 ACTUARY 475168 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATION 157808 4 EMPLOYER CONTRIBUTIONS 525100 50902299 50902299 EMPLOYEE CONTRIBUTIONS 525100 219531 219531 51121830 954400 954400 84839842 85320095 -480253 -480253 -480253 OTHER INCOME 525100 1913153 1913153 1913153 53509130 53034983 0 474147 53882203 46463 31000 91327 2448193 156615 235401 77471 7910 34685 ADMINISTRATIVE SERVICES 1006606 58017874 -171971 4753525 3236576 2770459 1376283 34664 384115 0 1477 33658332 33423500 985946 1207165 42032432 39627639 470315 98269 984405 1571521 307453 840549 1762173 2510339 X 40270259 37117300 0 0 0 0 40270259 37117300 42032432 39627639 -4508744 1355785 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTIES 145826 HEALTH REIMBURSEMENT ACCOUNTS 184980 OUTSTANDING CHECKS - ZBA ACCOUNT 509743 840549 X 54773588 1355785 1355785 53417803 91327 91327 53509130 57926547 0 57926547 91327 91327 58017874 PART X, LINE 2: ACCOUNTING 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS EMAILED TO ALL UNION AND EMPLOYER TRUSTEES IN PDF FORMAT FOR THEIR REVIEW AND COMMENT. THE FORM 990 IS THEN SIGNED AND FILED. PART V, LINE 7B THE FUND DOES NOT HAVE THESE POLICIES. HOWEVER, ITS OFFICERS ARE COVERED UNDER SERVICE EMPLOYEES INTERNATIONAL UNION POLICIES, SUCH AS THE CODE OF ETHICS, CONFLICT OF INTEREST AND WHISTLEBLOWER PROTECTION POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AFL-CIO APPALACHIAN COUNCIL COLORADO WINS HOPE OF TEXAS NCFO NORTHERN PANHANDLE HEAD START SEIU EDUCATION & SUPPORT FUND SEIU FL PUBLIC SERVICES UNION SEIU FLORIDA STATE COUNCIL SEIU HEADQUARTERS SEIU HEALTHCARE MICHIGAN SEIU HEALTHCARE WISCONSIN SEIU LOCAL 1107 NEVADA SEIU LOCAL 177 SEIU LOCAL 1991 SEIU LOCAL 205 SEIU LOCAL 221 SEIU LOCAL 26 BRIGADES SEIU LOCAL 3 RETIREE PLAN SEIU LOCAL 500 SEIU LOCAL 512 VA SEIU LOCAL 722 SEIU LOCAL 73 SEIU MICHIGAN STATE COUNCIL SEIU NATIONAL INDUSTRY FUND SEIU NFFWU FAST FOOD WORKERS SEIU PA STATE COUNCIL SEIU TEXAS THE STRATEGIC ORGANIZING CENTE AMERIKLEAN MAINTENANCE LLC APEX NORTH LLC CSS-COMMUNITY SAFETY SPECIALIST LLC DANMARK SECURITY ERMC FINAL TOUCH LLC H4 ENTERPRISES LLC INNOVATIVE FACILITY SERVICES JADE OPCO LLC MARSDEN BUILDING MAINTENANCE MFORT SECURITY SERVICES P4 PROTECTIVE SERVICES LLC SKY TECH SECURITY SERVICES UG2 LLC ABM EDUCATION WEST OSU ABM (HOUSTON JANITORS) ABM (MINNESOTA JANITORS) ACTS AVIATION SECURITY ACP FACILITY SERVICES ADMIRAL SECURITY SERVICES ALLIEDUNIVERSAL SECURITY ALLIEDUNIVERSAL SECURITY (MN) AMERICAN SECURITY LLC BUILDING SERVICES ANDY FRAIN SERVICES INC ARAMARK BLACK KNIGHT BLOCK BY BLOCK SMS HLDGS CORP CAPITAL MAINTENANCE SERVICES BUILDING SERVICES CARLSON BUILDING MAINTENANCE COLUMBIA BUILDING SERVICES COMPASS MN MEDTRONICS COMPASS-USA (EUREST SERV) CONGRESS OF CONN COMM COL C&W SERVICES DIAMOND SHINE DYNAMIC SECURITY INC FACT FINDERS GROUP INC FBG SERVICE CORPORATION GARDA WORLD MN GARDAWORLD HARVARD BUILDING MAINTENANCE HARVARD MAINTENANCE H-CAP INC HEALTHCARE SERVICE GROUP INC INTER-CON SECURITY ISS FACILITY SERVICE INC KLEEN TECH MANAGED SERVICES INC(MSI) MCDOWELL COUNTY COMM ON AGING METRO ONE LPSG NEXT GLOBAL SECURITY NIGHT GUARD & CLEANING PRESTIGE MAINTENANCE USA PRITCHARD INDUSTRIES INC (HC) PROSEGUR SERVICE GROUP INC PROSPECT AIRPORT SERVICES PRUDENTIAL DEFENSE SOLUTIONS RED COATS INC REPAINTEX ROOSEVELT HOUSE I & II SBM SITE SERVICES SECURITY LOGISTICS GROUP (SLG) SECURITAS SECURITY SERVICES SECURITAS SECURITY SERVICES USA SMGUS BANK STADIUM SODEXO INC ST MORITZ SECURITY SERVICE INC SUNSTATES SECURITY TITAN SECURITY SERVICES INC TOTAL MAINTENANCE MANAGEMENT TRIANGLE MAINTENANCE TRU VUE UBM ENTERPRISESINC (HC) VELOCITI SERVICES VIKING SECURITY WAYNE COUNTY COMMUNITY SERVICE YA PO AH TERRACE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0