2021-12-02T06:59:49-06:00 2021-04-30 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2020-05-01 231700500 BUILDING TRADES HEALTH AND WELFARE FUND BUIL 7172733800 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 DREW SIMPSON CO-CHAIRMAN 7172733800 2021-12-01 1 DREW SIMPSON XXX-XX-XXXX BRIAN D STRAUB CPA P00365074 7177617210 2021-12-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DREW SIMPSON 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 86882647 0 X N/A X EMPLOYEE WELFARE BENEFIT PLAN 1950 PA PARTICIPANTS RECEIVE MEDICAL, DENTAL, VISION, SURGICAL, HOSPITAL, MAJOR MEDICAL, PRESCRIPTION, WELLNESS, DEATH AND DISABILITY BENEFITS 10 10 25 0 0 0 0 0 17830794 17635544 2451195 3223964 0 0 20281989 20859508 0 0 18537902 18913662 284133 256622 0 0 0 1799407 2072594 20621442 21242878 -339453 -383370 51480100 59368572 169279 70617 51310821 59297955 PARTICIPANTS RECEIVE MEDICAL, DENTAL, VISION, SURGICAL, HOSPITAL, MAJOR MEDICAL, PRESCRIPTION, WELLNESS, DEATH AND DISABILITY BENEFITS 0 0 HEALTH AND TEMPORARY DISABILITY BENEFITS FOR PARTICIPANTS OF HEALTH AND WELFARE PLAN RECIPROCAL TRANSFERS OF CONTRIBUTIONS TO OTHER HEALTH AND WELFARE FUNDS HEALTH INSURANCE PREMIUMS FOR PARTICIPANTS BENEFIT 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 0 0 0 1 7 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X DIANA SCHAEFFER 7172733800 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 X BRIAN POMEROY TRUSTEE 1.00 X 0 0 0 GREGORY QUANDEL TRUSTEE 1.00 X 0 0 0 WILLIAM BRIGHTBILL TRUSTEE 1.00 X 0 0 0 GARY FORD TRUSTEE 1.00 X 0 0 0 JON O'BRIEN TRUSTEE 1.00 X 0 0 0 RICHARD FOLEY TRUSTEE 1.00 X 0 0 0 DAVID JONES TRUSTEE 1.00 X 0 0 0 JOLINE SOBECK TRUSTEE 1.00 X 0 0 0 THOMAS O'DONNELL TRUSTEE 1.00 X 0 0 0 DREW SIMPSON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAPITAL BLUE CROSS 2500 ELMERTON AVENUE HARRISBURG PA 17177 PROVIDER ADMINISTRATIVE FEES 622316 MORGAN STANLEY 410 SEVERN AVE BLDG B STE 211 ANNAPOLIS MD 21403 INVESTMENT CUSTODIAN & ADVISORY 435873 EXPRESS SCRIPTS ONE EXPRESS WAY ST LOUIS MO 63121 PROVIDER ADMINISTRATIVE FEES 160828 3 EMPLOYER CONTRIBUTIONS 900099 13415348 13415348 RECIPROCAL CONTR. 900099 2418296 2418296 SELF-PAY & RETIREE CONTRIBUTIONS 900099 1436744 1436744 COBRA CONTRIBUTIONS 900099 365156 365156 17635544 1071210 1071210 68175893 66023139 2152754 2152754 2152754 20859508 17635544 0 3223964 18913662 128497 49057 49282 29786 40802 58175 441216 957931 14696 21792 3145 15219 STOP LOSS PREMIUMS 395810 REPAIRS AND MAINTENANCE 84427 POSTAGE 10000 PRINTING 9191 20190 21242878 857468 558061 566598 170941 3113478 3672722 98811 113859 144746 143734 4157 1012 42271490 49029464 4520916 5776209 47182 46304 51480100 59368572 169279 70617 169279 70617 X 0 0 0 0 0 0 51310821 59297955 51480100 59368572 -383370 8370504 0 X 0 1 X 0 0 144746 143734 1012 1012 5776209 F 5776209 X 28788796 8370504 -441216 7929288 20859508 0 20859508 20801662 0 20801662 441216 441216 21242878 PART X, LINE 2: THE BOARD OF TRUSTEES HAS ASSESSED THE PLAN'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF ITS EXEMPT ORGANIZATION STATUS, POTENTIAL FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME AND OTHER TAX POSITIONS THAT COULD RESULT IN THE ASSESSMENT OF INCOME TAX LIABILITIES TO THE PLAN ARISING FROM EXAMINATIONS BY TAXING AUTHORITIES. PRESENTLY, THE BOARD OF TRUSTEES BELIEVE THAT IT IS MORE LIKELY THAN NOT THAT THE PLAN'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION; CONSEQUENTLY, THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN HAS NO EXPOSURE TO INCOME TAX LIABILITIES ARISING FROM UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -441,216. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 441,216. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY AN ACCOUNTING FIRM, REVIEWED BY THE PLAN ADMINISTRATOR, AND PRESENTED TO THE CO-CHAIRMAN OF THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO ITS MEMBERS. IT DOES NOT HAVE A CONFLICT OF INTEREST POLICY.