2021-10-11T10:32:37-05:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-01-01 237134462 INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND INTE 4108841440 10440 LITTLE PATUXENT PKY NO 700 COLUMBIA MD 21044 JAMES T CALLAHAN TRUSTEE 4108841440 2021-10-11 1 JAMES CALLAHAN 999009999 ERIN CRANMER P01712644 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 216051472 0 X N/A X 1971 DC TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF THE EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF OPERATING ENGINEERS. 6 6 0 0 0 0 0 0 52134826 42621423 12937161 10003624 0 0 65071987 52625047 0 0 47872496 41272212 0 0 0 0 0 4028691 3281426 51901187 44553638 13170800 8071409 364911152 392790899 5366035 4200211 359545117 388590688 PROVIDE MEDICAL, DENTAL, AND OTHER BENEFITS TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS, PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 0 0 PROVIDED HEALTH & WELFARE BENEFITS. 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 11 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 4108841437 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 X JAMES CALLAHAN TRUSTEE 1.00 X 0 0 0 MACK BENNETT TRUSTEE 1.00 X 0 0 0 ROBERT WILDS TRUSTEE 1.00 X 0 0 0 JEFFREY A COOLSAET TRUSTEE 1.00 X 0 0 0 TED CROWE TRUSTEE 1.00 X 0 0 0 JIMMMY L CROTTS TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAREFIRST 10455 MILL RUN CIR OWINGS MILLS MD 21117 CLAIMS PROCESSING 1644426 ZENITH ADMINISTRATORS INC 10440 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 210443594 FUND ADMINISTRATION 683270 WAGEWORKS 1100 PARK PL 4TH FLOOR SAN MATEO CA 94403 CLAIMS PROCESSING 285228 SAGE ADVISORY 5900 SOUTHWEST PARKWAY BLDG 1 AUSTIN TX 78735 INVESTMENT ADVISORY SERVICES 143465 DELTA DENTAL 1 DELTA DRIVE MECHANICSVILLE PA 17055 CLAIMS PROCESSING 112527 6 EMPLOYER CONTRIBUTIONS 900099 41049705 41049705 PARTICIPANT CONTRIBUTIONS 900099 1571718 1571718 42621423 6538721 6538721 166891328 163426425 3464903 3464903 3464903 52625047 42621423 0 10003624 41272212 683270 5529 39700 300331 91720 60029 4080 1043 30744 CLAIM PROCESSING FEES 2042755 PCORI FEE 22225 44553638 13033992 10392305 7114158 6434207 14832 140918 344206696 375250044 541474 573425 364911152 392790899 4063405 2902831 212996 120531 1089634 1176849 5366035 4200211 X 0 0 0 0 359545117 388590688 359545117 388590688 364911152 392790899 8071409 20974162 0 X X 0 1 X 1 0 0 DUE TO BROKER FOR PENDING TRANSACTION 294113 OTHER 882736 1176849 X 73298878 20974162 20974162 52324716 300331 300331 52625047 44253307 0 44253307 300331 300331 44553638 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 EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, 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, 2020, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2017 THROUGH 2019 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO AND SIGNED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICT OF INTEREST DISCLOSURES AND, IF NECESSARY OR APPROPRIATE, RECUSALS FROM EXERCISING FIDUCIARY AUTHORITY ARE MADE AT REGULAR BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AS AN ERISA-REGULATED EMPLOYEE WELFARE BENEFIT PLAN, THE FUND COMPLIES WITH ERISA REGARDING REPORTING AND DISCLOSURE OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES. CERTAIN DOCUMENTS ARE DISTRIBUTED BY MAIL TO PARTICIPANTS AND BENEFICIARIES IN ACCORDANCE WITH ERISA. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES SELECTS THE FUND'S INDEPENDENT AUDITOR AND REVIEWS AND APPROVES THE AUDIT. 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