2021-11-10T15:00:29-06:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE ST STE 310 CHICAGO IL 60606 990 2020-01-01 200027580 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND UTIL 5173217502 6525 CENTURION DRIVE LANSING MI 48917 PATRICK DILLON TRUSTEE 5173217502 2021-11-10 1 PATRICK DILLON 999009999 ANDY HEIN P00499757 3126550037 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK DILLON 6525 CENTURION DRIVE LANSING MI 48917 54002949 0 X N/A X 2003 DC SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 10 10 6 0 0 0 0 0 25444963 51248353 3053990 2383258 403471 371338 28902424 54002949 0 0 17525456 17158193 0 0 0 0 0 1067126 1114176 18592582 18272369 10309842 35730580 103154053 147209433 60407 89492 103093646 147119941 TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIC INTERNATIONAL CORPORATION 5173217502 6525 CENTURION DRIVE LANSING MI 48917 LEE ELLIS EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN JENKINS EMPLOYER TRUSTEE 1.00 X 0 0 0 RODNEY LEBEAU EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL COLEMAN UNION TRUSTEE 1.00 60.00 X 0 263061 69549 SHAWN GARVEY UNION TRUSTEE 1.00 60.00 X 0 170385 65258 MICHAEL SALLACH UNION TRUSTEE 1.00 X 0 0 0 NATHAN FISHER EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK MORTON FRMR EMPLOYER TRUSTEE 1.00 X 0 0 0 PATRICK DILLON UNION TRUSTEE 1.00 60.00 X 0 268455 84524 RYAN PAYNE UNION TRUSTEE 1.00 X 0 0 0 0 701901 219331 0 0 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE BLVD DETROIT MI 48226 CLAIMS PROCESSING 649266 1 EMPLOYER CONTRIBUTIONS 900099 51177713 51177713 EMPLOYEE CONTRIBUTIONS 900099 70640 70640 51248353 2383258 2383258 PRESCRIPTION REBATES 900099 370555 370555 STOP LOSS PROCEEDS 900099 783 783 371338 54002949 51619691 0 2383258 17158193 71039 99725 35052 79500 710266 48793 1800 10501 16763 PCORI FEES 22972 DUES AND SUBSCRIPTIONS 17765 18272369 959803 27949712 171200 186345 1497239 1329779 50833 89894 96380701 113540448 4094277 4113255 103154053 147209433 60407 89492 60407 89492 X 103093646 147119941 103093646 147119941 103154053 147209433 35730580 8295715 0 X X 0 1 X 1 0 0 X 61847826 8295715 8295715 53552111 79500 371338 450838 54002949 17821531 -371338 -371338 18192869 79500 79500 18272369 PART X, LINE 2: THE FUND 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 FUND 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 FUND FILES RETURNS. IT IS THE FUND'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: STOP LOSS PROCEEDS 783. PRESCRIPTION REBATES 370,555. PART XII, LINE 2D - OTHER ADJUSTMENTS: STOP LOSS PROCEEDS -783. PRESCRIPTION REBATES -370,555. 0 0 0 PATRICK DILLON UNION TRUSTEE 0 244432 0 0 0 24023 0 48886 0 35638 0 352979 0 0 MICHAEL COLEMAN UNION TRUSTEE 0 244432 0 0 0 18629 0 48886 0 20663 0 332610 0 0 SHAWN GARVEY UNION TRUSTEE 0 167589 0 0 0 2796 0 33518 0 31740 0 235643 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY WHICH FOLLOWS THE FIDUCIARY STANDARDS SET FORTH IN THE EMPLOYEE INCOME RETIREMENT AND SECURITY ACT OF 1974. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE AUDIT. UTILITY WORKERS UNION OF AMERICA 815 16TH STREET NW WASHINGTON DC 20006 530183102 PARTICIPATING EMPLOYER DC 501(C)(5) 0 CALPINE 717 TEXAS AVE STE 1000 HOUSTON TX 77002 PARTICIPATING EMPLOYER 0 CONSTELLATION MYSTIC POWER 10 S DEARBORN STREET 50TH FLOOR CHICAGO IL 60603 PARTICIPATING EMPLOYER 0 DOMINION EAST OHIO LOCAL G555 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 DOMINION HOPE 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 DOMINION TRANSMISSION LOCAL 69 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 DTE ENERGY CO ONE ENERGY PLAZA DETRIOT MI 48226 PARTICIPATING EMPLOYER 0 ENTERGY - IPEC 440 HAMILTON AVENUE WHITE PLAINS NY 10601 PARTICIPATING EMPLOYER 0 ERICAN WATER WORKS SERVICE COMPANY 1025 LAUREL OAK ROAD VORHEES NJ 08043 PARTICIPATING EMPLOYER 0 MICHIGAN STATE UTILITY WORKERS COUNCIL 110 W LENAWEE ST LANSING MI 48933 PARTICIPATING EMPLOYER 0 NPL CONSTRUCTION 19820 NORTH 7TH AVE STE 120 PHOENIX AZ 85027 PARTICIPATING EMPLOYER 0 PACIFICORP 825 NE MULTNOMAH STREET PORTLAND OR 97232 PARTICIPATING EMPLOYER 0 PEOPLES NATURAL GAS LOCAL 69 375 N SHORE DRIVE STE 600 PITTSBURGH PA 15212 PARTICIPATING EMPLOYER 0 TRANSMISSION MAINTENANCE CONSTRUCTION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 UTILITY LINES CONSTRUCTION 780 BLAIR MILL ROAD WILLOW GROVE PA 19090 PARTICIPATING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1