2020-10-14T13:38:34-05:00 2019-12-31 131578842 BUCHBINDER TUNICK & CO LLP 150 CLOVE ROAD 5TH FLOOR LITTLE FALLS NJ 07424 990 2019-01-01 686254830 HEALTH PROFESSIONALS AND ALLIED EMPLOYEE AFT/AFL-CIO RETIREE MEDICAL TRUST HEAL 2019478000 140 SYLVAN AVENUE NO 303 ENGLEWOOD CLIFFS NJ 07632 MICHAEL SLOTT TRUSTEE TRUSTEE 2019478000 2020-10-12 1 KENNETH PERLMAN CPA P00293700 2126955003 207.99.80.132 2020-10-12 11:47:44 ED P 20941F3C35E42FD7BDCA9B5E3CB77DA7975808D4 5524639FBF68C09EE315A92609141BE2B23F1C15 2019 2021-04-22 16:20:28Z MICHAEL SLOTT 140 SYLVAN AVENUE NO 303 ENGLEWOOD CLIFFS NJ 07632 6071158 0 X N/A X 2006 NJ THE PLAN PROVIDES REIMBURSEMENT OF HEALTH INSURANCE PREMIUMS AND REIMBURSEMENT FOR MISCELLANEOUS MEDICAL EXPENSES DURING RETIREMENT FOR APPROXIMATELY 6100 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 4 4 0 0 0 0 0 0 1924864 1897673 920482 789885 0 0 2845346 2687558 0 0 80246 148566 0 0 0 0 0 280185 296677 360431 445243 2484915 2242315 17620927 22794432 53560 27074 17567367 22767358 X THE FUND IS A WELFARE BENEFIT PROGRAM THAT IS MAINTAINED PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN HEALTH PROFESSIONALS AND ALLIED EMPLOYEES, AFT/AFL-CIO (HPAE), A LABOR ORGANIZATION, WHICH NEGOTIATES BENEFITS FOR ITS MEMBERS AND VARIOUS HOSPITALS. HPAE PROVIDES COVERAGE FOR THEIR ELIGIBLE MEMBERS, WHEREAS EMPLOYERS IN CONTRACT WITH COLLECTIVE BARGAINING AGREEMENTS CONTRIBUTE TO THE TRUST FOR THE PURPOSE OF FUNDING, IN WHOLE, OR IN PART, RETIREE HEALTH BENEFITS. 0 0 TO PROVIDE RETIREE HEALTH BENEFITS TO APPROXIMATELY 11,700 PARTICIPANTS AND DEPENDENTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 X ZENITH AMERICAN SOLUTIONS 2019478000 140 SYLVAN AVENUE ENGLEWOOD CLIFFS NJ 07632 X MICHAEL SLOTT UNION TRUSTEE-CHAIRMAN 5.00 X 0 0 0 CHRISTINE O'HEARN EMPLOYER TRUSTEE 5.00 X 0 0 0 JACKIE FRANCHETTI UNION TRUSTEE 5.00 X 0 0 0 ROY PARK EMPLOYER TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 140 SYLVAN AVENUE ENGLEWOOD CLIFFS NJ 07632 CONTRACT ADMINISTRATOR 162623 1 PARTICIPANTS CONTRIBUTIONS 900099 1866342 1866342 EMPLOYER CONTRIBUTIONS 900099 31331 31331 1897673 654685 654685 3518800 3383600 135200 135200 135200 2687558 1897673 0 789885 148566 27205 35140 20109 6500 26917 12254 CONTRACT ADMINISTRATION 162623 MISCELLANEOUS 5071 BANK CHARGES 858 445243 147016 85119 117569 135534 219117 453127 17137225 22120652 17620927 22794432 53560 27074 53560 27074 X 0 0 0 0 17567367 22767358 17567367 22767358 17620927 22794432 2242315 2957676 0 X X 0 1 X 1 0 0 X 5625125 2957676 2957676 2667449 20109 20109 2687558 425134 0 425134 20109 20109 445243 PART X, LINE 2: EXPLANATION: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2019, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE MAILED A COPY OF THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION IS AN ERISA COVERED BENEFIT PLAN, AS SUCH, THE TRUSTEES ADHERE TO ERISA FIDUCIARY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ALL AVAILABLE FOR PUBLIC INSPECTION BY PARTICIPANTS UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC MICHAEL SLOTT - 110 KINDERKAMACK ROAD, EMERSON, NJ 07630. CHRISTINE O'HEARN - 360 HADDON AVENUE, WESTMONT, NJ 08108. JACKIE FRANCHETTI - 110 KINDERKAMACK ROAD, EMERSON, NJ 07630. ROY PARK - 230 EAST RIDGEWOOD AVENUE, PARAMUS, NJ 07652. FORM 990 PART XII LINE 2C THE ORGANIZATION'S PROCEDURES FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. COOPER HEALTH SYSTEMS MERIDIAN HOSPITALS CORP DBA JERSEY SHORE UNIVERSITY MEDICAL CTR CORNERSTONE BEHAVIORAL HEALTH HEALTH PROFESSIONALS AND ALLIED EMPLOYEES INSPIRA MEDICAL CENTERS INC HUDSON HOSPITAL OPCO DBA CAREPOINT HEALTH-CHRIST HOSPITAL ENGLEWOOD HOSPITAL AND MEDICAL CENTER PALISADES MEDICAL CENTER VIRTUA MEMORIAL HOSPITAL NEW BRIDGE MEDICAL CENTER SOUTH JERSEY HEALTHCARE SOUTH OCEAN MEDICAL CENTER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0