2023-11-03T12:43:22-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2022-01-01 520904354 SEIU HEALTH AND WELFARE FUND SEIU 2027307511 1800 MASSACHUSETTS AVE NW 301 WASHINGTON DC 20036 MEGAN SWEENEY TRUSTEE 2027307500 2023-11-03 1 MEGAN SWEENEY 999009999 0 MICHAEL E WARSHAW CPA P01236267 2023319880 2023-11-03 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGAN SWEENEY 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 144774728 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 53291850 51209848 272377 276997 921696 992787 54485923 52479632 0 0 49805611 49795344 0 0 0 0 0 3799832 3842515 53605443 53637859 880480 -1158227 44300778 42032432 2112287 1762173 42188491 40270259 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 1 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 1587903 CAREFIRST BLUECROSS BLUESHIELD 10455 MILL RUN CIR OWNINGS MILL MD 21117 ADMIN & ACCESS FEES 558299 SEGAL COMPANY PO BOX 4059 WASHINGTON DC 10261 ACTUARY 340281 BLUECROSS AND BLUESHIELD OF ILLINOIS 300 E RANDOLPH CHICAGO IL 60601 ACCESS AND ADMINISTRATION FEE 229945 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATION 161985 5 EMPLOYER CONTRIBUTIONS 525100 50916403 50916403 EMPLOYEE CONTRIBUTIONS 525100 293445 293445 51209848 622387 622387 91949706 92295096 -345390 -345390 -345390 OTHER INCOME 525100 992787 992787 992787 52479632 52202635 0 276997 49795344 61380 30000 72947 2236773 88262 202510 69777 6337 32549 ADMINISTRATIVE SERVICES 1041980 53637859 -602631 -171971 4973854 4753525 4900895 2770459 34612 34664 8494 7017 0 1477 33239881 33658332 1754167 985946 44300778 42032432 202847 470315 1512597 984405 396843 307453 2112287 1762173 X 42188491 40270259 0 0 0 0 42188491 40270259 44300778 42032432 -1158227 -760005 0 X X 0 1 X 1 0 8464 6987 1477 30 30 0 1477 DUE TO RELATED PARTIES 148833 HEALTH REIMBURSEMENT ACCOUNTS 158620 307453 X 51646680 -760005 -760005 52406685 72947 72947 52479632 53564912 0 53564912 72947 72947 53637859 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 ILLINOIS COUNCIL 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 513 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 DANMARK SECURITY ERMC FINAL TOUCH LLC H4 ENTERPRISES LLC INNOVATIVE FACILITY SERVICES JADE OPCO LLC MARSDEN BUILDING MAINTENANCE P4 PROTECTIVE SERVICES LLC MFORT SECURITY SERVICES UG2 LLC ABM EDUCATION WEST OSU ABM (HOUSTON JANITORS) ABM (MINNESOTA JANITORS) ACTS AVIATION SECURITY ADMIRAL SECURITY SERVICES ALLIEDUNIVERSAL SECURITY ALLIEDUNIVERSAL SECURITY (MN) ANDY FRAIN SERVICES INC APC FACILITY SERVICES ARAMARK BLACK KNIGHT BLOCK BY BLOCK SMS HLDGS CORP CAPITAL MAINTENANCE SERVICES BUILDING SERVICES CARLSON BUILDING MAINTENANCE COLUMBIA BUILDING SERVICES COMPASS-USA (EUREST SERV) CONGRESS OF CONN COMM COL C&W SERVICES DIAMOND SHINE DYNAMIC SECURITY INC FBG SERVICE CORPORATION GARDA WORLD MN GARDAWORLD GCA SERVICES (HC) HARVARD BUILDING MAINTENANCE HARVARD MAINTENANCE H-CAP INC HEALTHCARE SERVICE GROUP INC INTER-CON SECURITY ISS FACILITY (HC) SERVICE ISS FACILITY SERVICE INC KLEEN TECH MANAGED SERVICES INC(MSI) MCDOWELL COUNTY COMM ON AGING NIGHT GUARD & CLEANING PRESTIGE MAINTENANCE USA PRITCHARD INDUSTRIES INC (HC) PROSEGUR SERVICE GROUP INC PROSPECT AIRPORT SERVICES PRUDENTIAL DEFENSE SOLUTIONS REPAINTEX ROOSEVELT HOUSE I & II SBM SITE SERVICES SECURITAS SECURITY SERVICES SECURITAS SECURITY SERVICES USA SIGNAL 88 SECURITY COMPANY SMGUS BANK STADIUM SODEXO INC ST MORITZ SECURITY SERVICE INC TITAN SECURITY SERVICES INC TOTAL MAINTENANCE MANAGEMENT TRIANGLE MAINTENANCE TRU VUE UBM ENTERPRISESINC (HC) VIKING SECURITY WAYNE COUNTY COMMUNITY SERVICE YA PO AH TERRACE COMPASS MN MEDTRONICS METRO ONE LPSG NEXT GLOBAL SECURITY RED COATS INC VELOCITI SERVICES AMERICAN SECURITY LLC BUILDING SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0