2024-11-15T10:56:39-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 386847980 AFL-CIO HEALTH & WELFARE TRUST AFL- 2026375250 815 16TH STREET NW WASHINGTON DC 20006 FREDRICK REDMOND TRUSTEE 2026375250 2024-11-15 1 1 ERIN CRANMER P01712644 2023319880 2024-11-15 2023 2024-10-15 13:58:12Z FREDRICK REDMOND 815 16TH STREET NW WASHINGTON DC 20006 43744647 0 X N/A X 2007 DC SEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. 6 0 0 0 0 0 0 0 41214449 42488775 654577 1020431 0 0 41869026 43509206 0 0 37252858 41388498 0 0 0 0 0 2152689 1376414 39405547 42764912 2463479 744294 27017350 28516072 1138806 1435678 25878544 27080394 THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. 0 0 PROVIDED MEDICAL, DENTAL, HEARING, VISION, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MICHELLE WALL 8592261783 333 WEST VINE STREET SUITE 500 LEXINGTON KY 40507 FREDRICK REDMOND TRUSTEE 2.00 38.00 X 0 245600 89907 LINDA BRIDGES TRUSTEE 2.00 38.00 X 0 159613 0 TOM LEIBFRIED TRUSTEE 2.00 38.00 X 0 124283 70555 MACK HARRELL TRUSTEE 2.00 38.00 X 0 168557 80528 JOEL GATZ FORMER TRUSTEE 2.00 38.00 X 0 102527 55465 SAMANTHA CONNOLLY FORMER TRUSTEE 2.00 38.00 X 0 102292 40231 MICHAEL NOONAN FORMER TRUSTEE 2.00 38.00 X 0 0 0 KENNETH DEAN FORMER TRUSTEE 2.00 35.00 X 0 297315 76235 0 1200187 412921 0 0 1 0 UNITED HEALTHCARE 9700 HEALTH CARE LANE MINNETONKA MN 55343 CLAIMS PROCESSOR 470011 SEGAL CONSULTING 1800 M STREET NW SUITE 900 S WASHINGTON DC 20036 ACTUARY 448577 UMR 333 WEST VINE STREET SUITE 500 LEXINGTON KY 40507 ADMINISTRATOR 242478 3 EMPLOYER CONTRIBUTIONS 900099 39080871 39080871 PRESCRIPTION DRUG REBATES 900099 3000294 3000294 STOP LOSS REIMBURSEMENT 900099 230649 230649 EMPLOYEE CONTRIBUTIONS 900099 176961 176961 42488775 810627 810627 445245 235441 209804 209804 209804 43509206 42488775 0 1020431 41388498 242478 40900 67716 5000 448577 22282 13230 STOP LOSS PREMIUMS 293321 CLAIMS PROCESSING FEES 220011 BANK FEES 12952 PCORI FEES 9947 42764912 4080618 2880351 1725770 2055896 10498 7338 16502672 19067935 4697792 4504552 27017350 28516072 649201 577794 489605 857884 1138806 1435678 X 0 0 0 0 25878544 27080394 25878544 27080394 27017350 28516072 744294 457556 0 X X 0 1 X 1 0 0 LIMITED PARTNERSHIPS 4504552 C 4504552 X 40730819 457556 457556 40273263 5000 3230943 3235943 43509206 39528969 0 39528969 5000 3230943 3235943 42764912 PART X, LINE 2: THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTD TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION DRUG REBATES NETTED WITH CLAIMS 3,000,294. STOP LOSS REIMBURSEMENT 230,649. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION DRUG REBATES NETTED WITH CLAIMS 3,000,294. STOP LOSS REIMBURSEMENT 230,649. 0 0 0 KENNETH DEAN FORMER TRUSTEE 0 257730 0 0 0 39585 0 49329 0 26906 0 373550 0 0 FREDRICK REDMOND TRUSTEE 0 238975 0 0 0 6625 0 58254 0 31653 0 335507 0 0 MACK HARRELL TRUSTEE 0 164356 0 4000 0 201 0 40147 0 40381 0 249085 0 0 TOM LEIBFRIED TRUSTEE 0 123910 0 0 0 373 0 30638 0 39917 0 194838 0 0 LINDA BRIDGES TRUSTEE 0 151906 0 2921 0 4786 0 0 0 0 0 159613 0 0 JOEL GATZ FORMER TRUSTEE 0 102392 0 0 0 135 0 25474 0 29991 0 157992 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE PLAN'S INDEPENDENT AUDIT FIRM. IT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021 AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006, THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE, UPON REQUEST, TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C ANNUAL AUDIT PROCESS: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AFL-CIO 815 16TH STREET NW WASINGTON DC 20006 530228172 UNION ORGANIZATION DC 501(C)(5) 0 AFL-CIO EFCU ALABAMA STATE AFL-CIO ALLIANCE FOR RETIRED AMERICANS ALLIANCE OF HEALTH CARE UNIONS ATLANTA-NORTH GEORGIA LABOR COUNCIL CENTER FOR WORKING CAPITAL COALITION OF KAISER PERMANENTE AFL-CIO COMMUNICATIONS WORKRS AMERICA CONNECTICUT STATE AFL-CIO CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO DISTRICT NO 10 IAMAW FOOD & ALLIED SERVICE TRADES GCCIBT NATIONAL PENSION FUND GEORGIA STATE AFL-CIO GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST IFPTE LOCAL 194 IFPTE LOCAL 195 INDUSTRIAL UNION DEPARTMENT INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS INT'L ASN OF BSO&R IRON WORKERS INT'L FED OF PROFESSIONAL & TECHNICAL ENGINEERS INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LABOR EDUCATION & TRAINING CENTER UNION LAWYERS ALLIANCE AFL-CIO LOUISIANA STATE AFL-CIO MARITIME TRADES DEPARTMENT AFL-CIO MARYLAND STATE & DC AFL-CIO METAL TRADES DEPARTMENT AFL-CIO MILWAUKEE LABOR COUNCIL MINNESOTA STATE AFL-CIO MISSISSIPPI STATE AFL-CIO MISSOURI STATE AFL-CIO NABET-CWA LOCAL 11 NABET-CWA LOCAL 16 NABET-CWA LOCAL 31 NABET-CWA LOCAL 53 NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS NATIONAL LABOR COLLEGE NORTH CAROLINA STATE AFL-CIO NEBRASKA STATE AFL-CIO NEW HAVEN FEDERATION OF TEACHERS LOCAL 933 NORTH AMERICAN BUILDING TRADES UNION NUCLEAR POWER LABOR MANAGEMENT COOPERATION COMMITTEE TRUST NYC CENTRAL LABOR COUNCIL OPCMIA OF US & CANADA OPCMIA-ITF OPEIU LOCAL 2 OPEIU LOCAL 277 OPEIU LOCAL 9 PUBLIC EMPLOYEES DEPARTMENT TENNESSEE LABOR COUNCL AFL-CIO TEXAS STATE AFL-CIO THE FOUNDATION FOR FAIR CONTRACTING TOOL AND DIE MAKERS LODGE 78 UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS UTILITY WORKERS UNION LOCAL 1-2 UTILITY WORKERS UNION OF AMERICA VIRGINIA STATE AFL-CIO WASHINGTON-BALTIMORE NEWS GUILD WISCONSIN STATE AFL-CIO NORTH SHORE FEDERATION OF LABOR TRANSPORTATION TRADES DEPARTMENT WYOMING STATE AFL-CIO FAIR SHOT TEXAS NATIONAL PLASTERING INDUSTRY AFL-CIO TECHNOLOGY INSTITUTE NATIONAL WOMEN'S SOCCER UNION VETERANS COUNCIL AFL-CIO UNITED SOCCER LEAGUE PLAYERS ASSOCIATION NABET-CWA LOCAL 41 AFL-CIO HOUSING INVESTMENT TRUST AFL-CIO INVESTMENT TRUST CORP 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1988380.90 0 0 0