2021-11-01T13:55:34-05:00 2021-01-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2020-02-01 237331128 UBC HEALTHCARE TRUST FUND UBCH 8003324732 602 VIRGINIA STREET EAST CHARLESTON WV 25301 STEVE HERRING CHAIRMAN 8778295500 2021-11-01 true STEVE HERRING JAMES J CLINE P00151432 3175661000 2021-11-01 2020 2022-09-23 18:48:47Z X STEVE HERRING 602 VIRGINIA STREET EAST CHARLESTON WV 25301 103947808 false X N/A X 1972 TN PROVIDING HEALTH AND WELFARE BENEFITS 5 5 0 5 0 0 15890031 14977137 2081298 2753971 0 17971329 17731108 0 13684004 12778488 0 0 0 1478044 1400975 15162048 14179463 2809281 3551645 55477977 59909755 4386481 4417933 51091496 55491822 PROVIDING HEALTH AND WELFARE BENEFITS false false THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 5 0 0 false false false false false false false false X 5 5 false true false false false false false true true false false true true true true false true false false false X HEALTHSMART BENEFIT SOLUTIONS TPA 8003324732 602 VIRGINIA STREET EAST CHARLESTON WV 25301 X STEVE HERRING CHAIRMAN 1.00 X X 0 0 0 JOHN SKEDGELL SECRETARY 1.00 X X 0 0 0 LARRY WYATT TRUSTEE 1.00 X 0 0 0 TONY HADLEY TRUSTEE 1.00 X 0 0 0 SAM SPENCER TRUSTEE 1.00 X 0 0 0 false false false HEALTHSMART BENEFIT SOLUTIONS INC 602 VIRGINIA ST EAST CHARLESTON WV 25301 GENERAL PLAN AD 206319 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW SUITE 450 WASHINGTON DC 20036 LEGAL 118884 2 EMPLOYER CONTRIBUTIONS 525100 14912097 14912097 EMPLOYEE CONTRIBUTIONS 525100 65040 65040 14977137 1081906 1081906 87888765 86216700 1672065 1672065 1672065 17731108 17731108 12778488 208882 114873 33443 217585 26210 1265 ADMINISTRATIVE FEES 774588 FIDUCIARY INSURANCE 23816 RESEARCH INSTITUTE FEES 313 14179463 0 0 0 1227867 5312121 390778 991349 46574 56313 53812758 53549972 55477977 59909755 117080 87628 4269401 4330305 4386481 4417933 X 51091496 55491822 51091496 55491822 55477977 59909755 3551645 848681 X false true X true false BENEFIT OBLIGATION 4195649 CHECKS WRITTEN IN EXCESS OF CASH 134656 4330305 X 18362204 848681 848681 17513523 217585 217585 17731108 13961878 13961878 217585 217585 14179463 SCHEDULE D, PAGE 3, PART X THE FUND OBTAINED A FAVORABLE DETERMINATION LETTER ON JUNE 28, 1974, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND'S TRUSTEES AND LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE ADUITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. FORM 990, PART VI SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. SECTION C, LINE 18: THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO MAKING ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSMART BENEFIT SOLUTIONS TPA. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. GEORGIA-PACIFIC WOOD PRODUCTS LLC CONTRACTOR N/A false false SLOAN & COMPANY INC CONTRACTOR N/A false false AARON CARLSON CONTRACTOR N/A false DOREL JUVENILE GROUP CONTRACTOR N/A false JOHNSTON TOMBIGBEE CONTRACTOR N/A false KLIPSCH GROUP INC CONTRACTOR N/A false OVERHEAD DOOR - OHIO CONTRACTOR N/A false PASQUIER PANEL PRODUCTS CONTRACTOR N/A false ROSEBURG CONTRACTOR N/A false WEST FRASER CONTRACTOR N/A false WEYERHAEUSER NR COMPANY CONTRACTOR N/A false false false false false false false false false false false false false false false false false false false true