STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND (EIN 23-6263170)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-18
IRS object ID
202502619349302010
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-18T16:57:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236263170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL PENNSYLVANIA TEAMSTERS HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM M SHAPPELL TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6103205500PhoneNum
Signature2025-09-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2025-09-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE SAMOLEWICZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$217,764,184GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CENTRALPATEAMSTERS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$131,385,020PYProgramServiceRevenueAmt
CY Program Service Revenue$123,849,008CYProgramServiceRevenueAmt
PY Investment Income$4,603,108PYInvestmentIncomeAmt
CY Investment Income$7,717,084CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$135,988,128PYTotalRevenueAmt
CY Total Revenue$131,566,092CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$125,110,833PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$117,494,351CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,378,386PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,385,738CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,056,692PYOtherExpensesAmt
CY Other Expenses$6,881,948CYOtherExpensesAmt
PY Total Expenses$134,545,911PYTotalExpensesAmt
CY Total Expenses$128,762,037CYTotalExpensesAmt
PY Revenues Less Expenses$1,442,217PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,804,055CYRevenuesLessExpensesAmt
Total Assets BOY$188,436,896TotalAssetsBOYAmt
Total Assets EOY$193,546,786TotalAssetsEOYAmt
Total Liabilities BOY$1,045,401TotalLiabilitiesBOYAmt
Total Liabilities EOY$995,819TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$187,391,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$192,550,967NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1537IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOSEPH J SAMOLEWICZPersonNm
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SHAPPELL
UNION TRUSTEE2.0050.00Yes (X)$0$136,320$50,642
JIM GEISE
UNION TRUSTEE2.0040.00Yes (X)$0$129,459$46,843
EDGAR H THOMPSON
UNION TRUSTEE2.0040.00Yes (X)$0$109,205$62,103
ADAM CROSSEN
UNION TRUSTEE2.0040.00Yes (X)$0$122,693$32,198
KEVIN BOLIG
UNION TRUSTEE2.002.00Yes (X)$12,500$12,500$0
KEN ROSS
EMPLOYER TRUSTEE2.002.00Yes (X)$12,500$12,500$0
MARK GLADFELTER
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ASHLYNNE HART
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
DANIEL SCHMIDT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
BRYAN SWAIM
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR22.5022.50$0$227,108$119,785Yes (X)
MARTIN L CULLEN
ASST FUND ADMINISTRATOR22.5022.50$0$167,896$97,001Yes (X)
JAMES STRICKER
INFORMATION TECHNOLOGY22.5022.50$0$149,984$101,944Yes (X)
RUSTY KEMP JR
HUMAN RESOURCES MANAGER22.5022.50$0$106,212$91,817Yes (X)
KYLE WELLER
CONTROLLER22.5022.50$0$103,625$69,347Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$25,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,277,502TotReportableCompRltdOrgAmt
Total Other Compensation$671,680TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GLOBAL PHARMACEUTICAL BENEFITS LLC
3735 CASTOR AVEPHILADELPHIAPA19124CLAIMS PROCESSING$3,442,181
MERITAIN HEALTH INC
300 CORPORATE PARKWAY 100SAMERSTNY14226CLAIMS PROCESSING$1,663,439
BRIDGEWAY BENEFIT TECHNOLOGIES LLC
3700 KOPPERS ST STE 400BALTIMOREMD21227COMPUTER SERVICES$570,985
HIGHMARK INC
120 FIFTH AVEPITTSBURGHPA152223000CLAIMS PROCESSING$483,616
ALLIANCE COMMUNITY HEALTHCARE INC
115 CHRISTOPHER COLUMBUS DRIVEJERSEY CITYNJ07302CLAIMS PROCESSING$374,103
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$120,160,477$120,160,477
PARTICIPANT CONTRIBUTIONS525100$3,180,387$3,180,387
RETIREE DRUG SUBSIDY-MEDICARE PAR525100$505,906$505,906
MISCELLANEOUS INCOME525100$2,238$2,238
FieldValueIRS element (for citing)
Total Program Service Revenue$123,849,008TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,488,921TotalRevenueColumnAmt
Exclusion$6,488,921ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$87,426,255SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$86,198,092SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,228,163SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,228,163TotalRevenueColumnAmt
Exclusion$1,228,163ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,566,092TotalRevenueColumnAmt
Related Or Exempt Func Income$123,849,008RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,717,084ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$117,494,351TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,088,417TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,195,174TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$909,393TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$167,754TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$438,904TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$70,115TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$349,819TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,027,678TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$615,611TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$833,691TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$189,191TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$70,504TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$143,902TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$95,694TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$43,637
PAYROLL AUDIT EXPENSE$3,202

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$128,762,037TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,225,069BOYAmt
EOY$20,346,583EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,814,976BOYAmt
EOY$9,699,023EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$91,168BOYAmt
EOY$94,692EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,746,533LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,338,033LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$459,692BOYAmt
EOY$408,500EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$125,292,309BOYAmt
EOY$136,337,378EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,589,408BOYAmt
EOY$24,854,304EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,964,274BOYAmt
EOY$1,806,306EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$188,436,896BOYAmt
EOY$193,546,786EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,035,383BOYAmt
EOY$792,337EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,018BOYAmt
EOY$203,482EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,045,401BOYAmt
EOY$995,819EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$187,391,495BOYAmt
EOY$192,550,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$187,391,495BOYAmt
EOY$192,550,967EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$188,436,896BOYAmt
EOY$193,546,786EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,804,055ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,355,417NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$681,611OtherCostOrOtherBasisAmt
Depreciation$349,534DepreciationAmt
Book Value$332,077BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,039,198OtherCostOrOtherBasisAmt
Depreciation$2,984,115DepreciationAmt
Book Value$55,083BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,724OtherCostOrOtherBasisAmt
Depreciation$4,384DepreciationAmt
Book Value$21,340BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$408,500TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$24,854,304BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$24,854,304TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER FOR PURCHASES OF SECURITIES$107,936
DUE TO RELATED PARY$95,546
FieldValueIRS element (for citing)
Total Liability$203,482TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$133,571,690TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,355,417NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,355,417RevenueNotReportedAmt
Revenue Subtotal$131,216,273RevenueSubtotalAmt
Investment Expenses Not Incld$349,819InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$349,819RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$131,566,092TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$128,412,218TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$128,412,218ExpensesSubtotalAmt
Investment Expenses Not Incld2$349,819InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$349,819ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$128,762,037TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR$0$227,108$0$0$0$0$0$65,517$0$54,268$0$346,893$0$0
MARTIN L CULLEN
ASST FUND ADMINISTRATOR$0$167,896$0$0$0$0$0$56,956$0$40,045$0$264,897$0$0
JAMES STRICKER
INFORMATION TECHNOLOGY$0$149,984$0$0$0$0$0$54,366$0$47,578$0$251,928$0$0
RUSTY KEMP JR
HUMAN RESOURCES MANAGER$0$106,212$0$0$0$0$0$48,037$0$43,780$0$198,029$0$0
WILLIAM SHAPPELL
UNION TRUSTEE$0$136,320$0$0$0$0$0$50,642$0$0$0$186,962$0$0
JIM GEISE
UNION TRUSTEE$0$129,459$0$0$0$0$0$46,843$0$0$0$176,302$0$0
KYLE WELLER
CONTROLLER$0$103,625$0$0$0$0$0$47,939$0$21,408$0$172,972$0$0
EDGAR H THOMPSON
UNION TRUSTEE$0$109,205$0$0$0$0$0$36,904$0$25,199$0$171,308$0$0
ADAM CROSSEN
UNION TRUSTEE$0$122,693$0$0$0$0$0$32,198$0$0$0$154,891$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE INDEPENDENT PUBLIC ACCOUNTANT, NOVAK FRANCELLA LLC, PRESENTS A DRAFT FORM 990 TO THE TRUSTEES AT A MEETING TO BE HELD PRIOR TO THE FILING FOR TRUSTEE REVIEW AS WELL AS LEGAL COUNSEL REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CONCE A YEAR, THE CONFLICT OF INTEREST POLICY IS LOOKED AT FOR THE INVESTMENT MANAGERS AND INVESTMENT CONSULTANT. THE TRUSTEES AND KEY EMPLOYEES ARE SUPPOSED TO DISCLOSE ANY CONFLICT AS SOON AS THEY KNOW ABOUT IT.
FORM 990, PART VI, SECTION B, LINE 15THE TRUSTEES REVIEW THE ADMINISTRATOR'S SALARY ON A YEARLY BASIS IN EXECUTIVE SESSION. THE SALARY INCREASES FOR ASSISTANT ADMINISTRATOR, CONTROLLER, HR MANAGER, IT MANAGER AND ALL OTHER EMPLOYEES ARE DISCUSSED AS FOLLOWS: THE CONTROLLER GETS THE CPI NUMBER FOR THE YEAR AND THE ASSISTANT ADMINISTRATOR USES THAT PERCENTAGE AS A PROPOSED BASIS FOR SALARY INCREASES. AT THAT POINT, THE COMPENSATION COMMITTEE IS GIVEN THE PROPOSED PERCENTAGE AS WELL AS HOW MUCH THAT PERCENTAGE WOULD COST THE FUND. THE COMPENSATION COMMITTEE AND THE TRUSTEES THEN HAVE A MEETING WITH THE ADMINISTRATOR AND INFORM HIM OF THE APPROVED INCREASE, AND WHETHER OR NOT THERE WOULD BE ANY MERIT INCREASES ALLOWED.
FORM 990, PART VI, SECTION C, LINE 19THE FUND SENDS THE GOVERNING DOCUMENTS (SPD) TO ALL MEMBERS WHEN PRINTED, AS WELL AS TO ALL NEW MEMBERS. CONFLICT OF INTEREST POLICY - NOT GIVEN TO PARTICIPANTS. ALL PARTICIPANTS ARE SENT SAR'S ANNUALLY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A:JOSEPH J. SAMOLEWICZ, FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. MARTIN L. CULLEN, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. JAMES STRICKER, INFORMATION TECHNOLOGY, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. RUSTY KEMP JR, HUMAN RESOURCES MANAGER, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. KYLE WELLER, CONTROLLER, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS.
FORM 990, PART XII, LINE 2C:THE GOVERNING BODY (TRUSTEES) OF CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND FOR THE SELECTION OF INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationIndEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdExempt Code SectionExemptCodeSectionTxt
AMITY TOWNSHIP BOARD OF SUPERVISORS
LOCAL GOVERNMENTPA0
BERKS COUNTY JAIL SYSTEM
LOCAL GOVERNMENTPA0236003049
BERN TOWNSHIP
LOCAL GOVERNMENTPA0236000249
BIRDSBORO BOROUGH
LOCAL GOVERNMENTPA0236003118
BOROUGH OF BERWICK
LOCAL GOVERNMENTPA0246000568
BOROUGH OF MOUNT PENN
LOCAL GOVERNMENTPA0236002902
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
PENSION PLANPA02362627891055 SPRING STREETWYOMISSINGPA19610401(A)
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
PENSION PLANPA02362627891055 SPRING STREETWYOMISSINGPA19610401(A)
COLUMBIA COUNTY COMMISSIONERS
LOCAL GOVERNMENTPA0
COUNTY OF LEBANON TRANSIT AUTHORITY
LOCAL GOVERNMENTPA0
CUMRU TOWNSHIP
LOCAL GOVERNMENTPA0236000288
DENVER BOROUGH
LOCAL GOVERNMENTPA0236002983
EXETER TWP BD OF SUPV
LOCAL GOVERNMENTPA0236000327
LOWER MACUNGIE TOWNSHIP
LOCAL GOVERNMENTPA0236000397
LOYALSOCK TOWNSHIP
LOCAL GOVERNMENTPA0246001483
MAHANOY CITY BOROUGH
LOCAL GOVERNMENTPA0236002892
MILTON REGIONAL SEWER ATH
LOCAL GOVERNMENTPA0300093422
MUHLENBERG TOWNSHIP
LOCAL GOVERNMENTPA0236000435
NESCOPECK BOROUGH
LOCAL GOVERNMENTPA0246000638
NEWBERRY TWP BD OF SUPV
LOCAL GOVERNMENTPA0236000437
NORTHUMBERLAND COUNTY
LOCAL GOVERNMENTPA0246000742
PA CONFERENCE OF TEAMSTERS
LABOR UNIONPA0232311355
POLK TOWNSHIP SUPERVISORS
LOCAL GOVERNMENTPA0246001528
RDG REGIONAL AIRPORT AUTH
LOCAL GOVERNMENTPA0236050410
ROBESON TOWNSHIP
LOCAL GOVERNMENTPA0236000481
SCHUYLKILL COUNTY PRISON
LOCAL GOVERNMENTPA0236003048
SMITHFIELD TOWNSHIP
LOCAL GOVERNMENTPA0232089952
SNYDER COUNTY PRISON
LOCAL GOVERNMENTPA0236003152
SPRING GARDEN TWP BOC
LOCAL GOVERNMENTPA0236003037
SPRINGETTSBURY TOWNSHIP
LOCAL GOVERNMENTPA0236000513
TEAMSTERS LOCAL UNION 229
LABOR UNIONPA0240565465501(C)(5)
TEAMSTERS LOCAL UNION 429
LABOR UNIONPA0230724625501(C)(5)
TEAMSTERS LOCAL UNION 764
LABOR UNIONPA0240773584501(C)(5)
TEAMSTERS LOCAL UNION 771
LABOR UNIONPA0231071860501(C)(5)
TEAMSTERS LOCAL UNION 776
LABOR UNIONPA0231147664501(C)(5)
TUNKHANNOCK TWP
LOCAL GOVERNMENTPA0
UPPER MT BETHEL TOWNSHIP
LOCAL GOVERNMENTPA0246001583
VALLEY FORGE SEWER AUTHORITY
LOCAL GOVERNMENTPA0231859795
WASHINGTON TOWNSHIP
LOCAL GOVERNMENTPA0236000563
WEST READING BOROUGH
LOCAL GOVERNMENTPA0236002959
WEST YORK BOROUGH
LOCAL GOVERNMENTPA0236003014

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (60 entries)

3B SERVICES INC
ABM INDUSTRIES
ACME MARKETS INC
AIRGAS
ANTHRACITE INDUSTRIES
ANTONIO ORIGLIO INC
ARAMARK REFRESHMENT SERVICES
ARKANSAS BEST FREIGHT SYS INC
ASSOCIATED PIPELINE CONTRACTORS INC
BERKS PACKING
BRENNTAG NORTHEAST INC
C&D RIGGING
CANTEEN VENDING
CENTRAL BUILDERS SUPPLY CO
CENTRE CONCRETE COMPANY
CONTRACTORS RENTAL CORP
DAIRY FARMERS OF AMERICA
DEAN DAIRY FLUIDTRANSPORTATION
DUN TRANS & STRINGING INC
E J BRENEMAN LLC
EMPIRE WRECKING
ENERFAB POWER
FLATIRONS DRILLING INC
GLOBAL ENERGY SOLUTIONS
GROCERY HAULERS INC
HILLIS GROUP
INTERNATIONAL SCRAP IRON & METAL
J D M MATERIALS CO INC
JM SWANK LLC
JONES MOTOR CO INC
KUNZLER & COMPANY INC
MICHELS CORPORATION
MILLER ROBESONIA SERVICES
MITCHELL KNORR CONTRACT
NEW PENN MOTOR EXPRESS
NORTHERN CLEARING INC
NYLEVE BRIDGE CORP
PARA TRANSIT AUTHORITY
PE BEN USA INC
PENN LINE SERVICE INC
PENNSY SUPPLY INC
PETRO OIL
PRECISION PIPELINE
PRICE GREGORY INTL
RABBIT TRANSIT
READING FOUNDRY & SUPPLY CO
ROCKFORD CORPORATION
SAVOR STREET FOODS INC
SINGER EQUIPMENT CO INC
UNITED PARCEL SERVICE INC
UPS CARTAGE SERVICES INC
US FOODS
US PIPELINE
WALTER ZIEGLER & SONS
WEINER IRON & METAL CORP
WILLIAM E BUCKHOLZ CO
WINDSOR SERVICE TRUCKING
WOLVERINE TRUCKING INC
YEAGER SUPPLY INC
YORK GROUP INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
P$4,112,594FMV
TEAMSTERS LOCAL UNION NO 429
K$169,094FMV