2023-11-15T23:45:12-06:00 2022-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-01-01 530227042 BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS FUND % JOHN BECK BAKE 3014683750 10401 CONNECTICUT AVENUE KENSINGTON MD 208953960 JOHN BECK EXECUTIVE DIRECTOR 3014683750 2023-11-15 true JOHN BECK 999009999 RICHARD L RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z JOHN BECK 10401 CONNECTICUT AVENUE KENSINGTON MD 20895 168733859 false X BCTRUSTFUNDS.ORG X 1953 NY TO PROVIDE CERTAIN HEALTH BENEFITS TO LOCAL UNION EMPLOYEES, FUND OFFICE EMPLOYEES AND COVERED EMPLOYEES OF PARTICIPATING EMPLOYERS UNDER COLLECTIVELY BARGAINED AGREEMENTS. 9 0 35 0 0 0 0 0 23899618 22239769 45714664 -8295 0 0 69614282 22231474 0 0 21327003 19564861 2128303 2085237 0 0 0 2166251 2289104 25621557 23939202 43992725 -1707728 262956027 235108207 1567057 1181341 261388970 233926866 THE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY. false false FUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, NUMBERED 8,315 AS OF DECEMBER 31, 2022. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 626 0 true 35 true false false false false false false false false X 9 0 true false false false false true false true false false false false false false true false false false NY X JOHN BECK 3014683720 10401 CONNECTICUT AVE KENSINGTON MD 20895 X JOHN BECK EXECUTIVE DIRECTOR 10.0 30.0 X 68328 204986 159257 DAVID WOODS UNION TRUSTEE/SECY-TREAS 1.0 39.0 X X 0 288668 88664 ANTHONY SHELTON UNION TRUSTEE/CHAIR 1.0 39.0 X X 0 309484 53332 JOHN HARRISON Manager of IT 16.0 24.0 X 88929 133395 133406 STEVEN BROCK Manager of Admin Services 8.0 32.0 X 47069 188276 94250 ZACHARY L TOWNSEND UNION TRUSTEE 1.0 39.0 X 0 201021 72171 SHAD CLARK UNION TRUSTEE 1.0 39.0 X 0 200654 63166 ROGER MILLER UNION TRUSTEE 1.0 39.0 X 0 206133 41018 BRAD SCHMIDT UNION TRUSTEE 1.0 39.0 X 0 201133 38748 MARGARET ZOOK IT RESEARCH ADMINISTRATOR 10.0 30.0 X 33183 99548 57344 MICHAEL LEE SOFTWARE ENGINEER 10.0 30.0 X 30361 91082 46681 LOU MINELLA EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 KEN HURLEY - PAST EMPLOYER TRUSTEE 0.0 0.0 X 0 0 0 JON MCPHERSON EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 PHIL PATURZO EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 RITA ESCALANTE - PAST HEALTH BENEFITS CLAIMS SPVSR 0.0 0.0 X 0 0 0 267870 2124380 848037 0 false true false THE SEGAL COMPANY 1920 N STREET NW 400 WASHINGTON MD 20036 ACTUARY SERVICES 398781 PNC FINANCIAL SERVICES 1 E PRATT STREET BALTIMORE MD 21202 CUSTODIAL SERVICES 330658 WITHUMSMITHBROWN PC 4600 EAST-WEST HWY 900 BETHESDA MD 20814 ACCOUNTING SERVICES 260007 MULTI PLAN INC PO BOX 29380 NEW YORK NY 10087 MEDICAL ADMIN FEE 215045 BASYS 3700 KOPPERS STREET BALTIMORE MD 21227 SOFTWARE DEVELOPMENT 183908 5 0 EMPLOYERS CONTRIBUTIONS 525100 12171174 12171174 PARTICIPANTS COBRA CONTRIBUTIONS 525100 185686 185686 RETIREES CONTRIBUTIONS 525100 9882909 9882909 22239769 6051562 6051562 0 0 0 0 0 140442528 146502385 -6059857 -6059857 -6059857 0 0 0 0 0 0 0 0 0 0 22231474 22239769 0 -8295 0 0 0 19564861 161869 0 1234285 362224 231967 94892 0 116731 268687 0 0 353344 635637 0 255352 0 0 302141 0 0 13676 0 0 42219 70993 ALLOCATED ADMINISTRATION 159000 MED. CLAIMS PROCESS & REVIEW 23131 TAXES 36115 MISCELLANEOUS 11083 995 23939202 1150237 976083 0 0 0 0 808814 1069695 0 0 0 0 0 0 0 0 60920 165613 5965898 5485884 283579 480014 259044926 230844629 0 0 0 0 0 0 1607551 1572173 262956027 235108207 346676 198908 0 0 399672 338609 0 0 0 0 0 0 0 0 0 0 820709 643824 1567057 1181341 X 0 0 0 0 261388970 233926866 261388970 233926866 262956027 235108207 X -1707728 -25933873 179497 X false true X true false 1206071 1197854 8217 4525189 4063272 461917 234638 224758 9880 480014 0 NET UNFUNDED PENSION LIABILITY 643824 643824 X -4055743 -25933873 -25933873 21878130 353344 353344 22231474 23585858 23585858 353344 353344 23939202 PART X, LINE 2 - FIN 48 FOOTNOTE: U.S. GAAP requires management to evaluate income tax positions taken and accrue an income 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. Management has evaluated the income tax positions taken and concluded that as of December 31, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. false false false SHAD CLARK UNION TRUSTEE 0 174612 0 0 0 26042 0 51780 0 11386 0 263820 0 0 ANTHONY SHELTON UNION TRUSTEE/CHAIR 0 267265 0 0 0 42219 0 41946 0 11386 0 362816 0 0 JOHN BECK EXECUTIVE DIRECTOR 60102 180307 0 0 8226 24679 41059 107167 2758 8273 112145 320426 0 0 STEVEN BROCK Manager of Admin Services 44500 178001 0 0 2569 10275 23052 60168 2206 8824 72327 257268 0 0 JOHN HARRISON Manager of IT 83914 125872 0 0 5015 7523 33898 88478 4412 6618 127239 228491 0 0 MARGARET ZOOK IT RESEARCH ADMINISTRATOR 33183 99548 0 0 0 0 12829 33484 2758 8273 48770 141305 0 0 MICHAEL LEE SOFTWARE ENGINEER 30361 91082 0 0 0 0 9875 25775 2758 8273 42994 125130 0 0 ROGER MILLER UNION TRUSTEE 0 179612 0 0 0 26521 0 29632 0 11386 0 247151 0 0 BRAD SCHMIDT UNION TRUSTEE 0 174612 0 0 0 26521 0 27362 0 11386 0 239881 0 0 DAVID WOODS UNION TRUSTEE/SECY-TREAS 0 249447 0 0 0 39221 0 77278 0 11386 0 377332 0 0 ZACHARY L TOWNSEND UNION TRUSTEE 0 174612 0 0 0 26409 0 60785 0 11386 0 273192 0 0 PART II, COLUMN C - DEFERRED COMPENSATION: THIS REPRESENT THE ANNUAL INCREASE (DECREASE) IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. PART V, LINE 2B - FEDERAL EMPLOYMENT TAX RETURNS: THE FUND FILES 941'S UNDER THE NAME BAKERY & CONFECTIONERY INDUSTRY INTERNATIONAL HEALTH BENEFITS AND PENSION FUNDS UNDER A SEPARATE EIN FROM THE FUNDS, AS THE HEALTH AND PENSION FUND EMPLOY THE PERSONNEL JOINTLY AND EACH FUND PAY THEIR ALLOCATED SHARE OF WAGES AND PAYROLL TAXES FOR EACH EMPLOYEE THAT PERFORMS SERVICES FOR THEM. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: TRUSTEES ANTHONY SHELTON, DAVID WOODS, BRAD SCHMIDT, SHAD CLARK, ZACHARY L TOWNSEND AND ROGER MILLER SERVE AS OFFICERS OF BCTGM INTERNATIONAL UNION. TRUSTEES LOU MINELLA AND PHIL PATURZO SERVE AS AN OFFICER AND AN EMPLOYEE OF BIMBO BAKERIES USA. PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: THE TRUSTEES ARE APPOINTED BY THE UNION AND EMPLOYERS, WHO PARTICIPATE IN THE HEALTH BENEFIT PLAN. EACH GROUP HAS THE RIGHT TO SELECT UP TO EIGHT TRUSTEES TO SERVE ON THE BOARD. IN THE EVENT THERE IS AN UNEQUAL NUMBER OF EMPLOYER TRUSTEES AND UNION TRUSTEES AT ANY TIME, THE EMPLOYER AND UNION TRUSTEES SHALL NONETHELESS HAVE EQUAL VOTING STRENGTH. PART VI, SECTION A, LINE 8B - OTHER COMMITTEES: THE BENEFIT PLAN HAS NO OTHER COMMITTEE THAT CAN ACT ON THE BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORM 990 PRIOR TO FILING TO THE MANAGER OF ADMINISTRATIVE SERVICES AND THE EXECUTIVE DIRECTOR. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: THE BENEFIT PLAN DOES MAKE ITS PLAN DOCUMENT, TRUST DOCUMENT AND SUMMARY PLAN DESCRIPTION AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST OF $179,497. . B&C UNION & INDUSTRY INTL PENSION 10401 CONNECTICUT AVE KENSINGTON MD 20895 526118572 PENSION FUND MD 401(A) NA false BOARD OF TRUSTEES B&C UNION & INDUSTRY 10401 CONNECTICUT AVE KENSINGTON MD 20895 JOINT BOARD MD N/A false BCTGM INT'L UNION N/A BCTGM LOCAL UNION 001 N/A BCTGM LOCAL UNION 003 N/A BCTGM LOCAL UNION 004 N/A BCTGM LOCAL UNION 006 N/A BCTGM LOCAL UNION 009 N/A BCTGM LOCAL UNION 025 N/A BCTGM LOCAL UNION 026 N/A BCTGM LOCAL UNION 042 N/A BCTGM LOCAL UNION 050 N/A BCTGM LOCAL UNION 053 N/A BCTGM LOCAL UNION 057 N/A BCTGM LOCAL UNION 068 N/A BCTGM LOCAL UNION 070 N/A BCTGM LOCAL UNION 083 N/A BCTGM LOCAL UNION 085 N/A BCTGM LOCAL UNION 102 N/A BCTGM LOCAL UNION 111 N/A BCTGM LOCAL UNION 116 N/A BCTGM LOCAL UNION 118 N/A BCTGM LOCAL UNION 149 N/A BCTGM LOCAL UNION 167G N/A BCTGM LOCAL UNION 218 N/A BCTGM LOCAL UNION 253 N/A BCTGM LOCAL UNION 280 N/A BCTGM LOCAL UNION 326 N/A BCTGM LOCAL UNION 358 N/A BCTGM LOCAL UNION 433 N/A BCTGM LOCAL UNION 464 N/A BCTGM LOCAL UNION 719 N/A BCTGM LOCAL UNION 036G N/A ALFRED NICKLES BKRY INC ALPHA BAKING CO BEECH-NUT NUTRITION CORP BIMBO BAKERIES USA BOEHMS CANDIES INC COMPASS GROUP DEL MONTE CORPORATION FRANZ BAKERIES INC GIANT FOODS INC GONNELLA BAKING CO INC GROCERY HAULERS INC JUST BORN INC KELLOGG COMPANY KLOSTER MANS BAKING CO KROGER CO LEWIS BAKERIES INC MALLET & CO INC MONDELEZ INT'L INC OLSON CO RICHMOND BAKING CO SAFEWAY STORES INC SCHMIDT BAKING CO INC THE BACHMAN COMPANY THE MARKETS LLC TOMCAT BAKERY INC TREEHOUSE FOODS ZEREGAS SONS INC false false false false false false false false false false true false false true true true false false true