2020-11-02T10:53:41-07:00 2019-12-31 990 2019-01-01 231392600 TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY TEAM 8563822400 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 MARIA SCHEELER ADMINISTRATOR 8563822400 2020-10-29 50.201.155.221 2019 2021-04-22 16:20:28Z Maria Scheelet 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 334569497 0 X www.teamsterfunds.com X 1951 NJ Funding Arrangement for multi-employer Welfare Plan under the terms of a collective bargaining agreement. 6 0 0 0 0 0 0 0 115619223 119305791 5209203 3663302 0 0 120828426 122969093 0 0 101195489 101186063 12000 12000 0 0 0 7477998 8614833 108685487 109812896 12142939 13156197 118286508 141587804 3961888 1079085 114324620 140508719 Funding arrangement for multi-employer Welfare Plan under the terms of a collective bargaining agreement. 0 0 To provide funded medical benefits, including vision, dental, outpatient services, hospitalization, weekly disability, death, surgery, major medical, prescription drugs and managed care to plan participants and their eligible dependents and beneficiaries. 0 0 0 0 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 1 0 0 0 0 0 1 1 1 0 1 713 0 1 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 X Maria Scheeler 8563822400 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 Howard Wells Union Trustee 1 39 X 0 178922 92270 William Hamilton Union Trustee 1 39 X 0 149716 78969 Robert Bryan Jr Union Trustee 1 39 X 0 135090 75524 William J Einhorn Employer Trustee 20 20 X 12000 0 0 Bob Schaeffer Employer Trustee 1 39 X 0 0 0 Tom Ventura Employer Trustee 1 39 X 0 0 0 Maria Scheeler Administrator 20 25 X 0 0 0 12000 463728 246763 0 0 1 1 Administrative Service Professionals Inc 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 Administrative Services 3294000 Horizon Healthcare 3 Penn Plaza Newark NJ 07105 Claims Administrator 1769463 Healthcare Strategies Inc PO Box 37039 Baltimore MD 21297 Case Management 682608 Aetna Inc 151 Farmington Avenue Hartford CT 06156 Claims Administrator 535592 Capital RX Inc 228 Park Ave S Suite 87234 New York NY 10003 Administrative fees 496823 9 0 Employer Contributions 525100 118436663 118436663 0 0 Cobra Contributions 525100 869128 869128 0 0 0 0 0 0 119305791 2555411 0 0 2555411 0 0 0 0 0 0 0 0 0 0 212708295 0 211600404 0 1107891 0 1107891 0 0 1107891 0 122969093 119305791 0 3663302 101186063 12000 263895 64782 122563 7790713 242887 49762 20846 18377 ACA Excise Fees 41008 109812896 0 0 0 X 7608038 6951676 7685632 8623209 8776 9217 96235273 122447003 6748789 3556699 118286508 141587804 3006034 256321 955854 822764 0 0 3961888 1079085 X 114324620 140508719 0 0 0 0 114324620 140508719 118286508 141587804 13156197 13027902 0 0 0 0 X 0 1 X 1 0 0 X 135874432 13027902 0 0 0 13027902 122846530 122563 0 122563 122969093 109690333 0 0 0 0 0 109690333 122563 0 122563 109812896 Schedule D, Part X, Line 2 Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. Should such penalties and interest be incurred, the Fund's policy is to recognize them as administrative expenses. 0 0 0 Howard Wells Union Trustee 178922 0 0 0 0 0 0 0 0 0 178922 0 0 0 William Hamilton Union Trustee 149716 0 0 0 0 0 0 0 0 0 149716 0 0 0 Robert Bryan Jr Union Trustee 135090 0 0 0 0 0 0 0 0 0 135090 0 0 0 Administrative Service Professionals Inc See Part V 3294000 administrative services 0 Schedule L, Part IV Howard Wells and Tom Ventura are trustees of the Teamsters Health & Welfare Fund as well as directors of Administrative Service Professionals Inc. Maria Scheeler is the Administrator of the Teamsters Health & Welfare Fund and also serves as President of Administrative Service Professionals Inc. Form 990, Part VI, Section A, Line 2 Howard Wells, Tom Ventura and Maria Scheeler have a business relationship. Form 990, Part VI, Section A, Line 7a Union designated trustees are elected by majority vote by the principal officers of the seven locals that originally founded the Fund. Employer designated trustees are appointed by the Transport Employers Association, an association having as it's members individual employers who have collective bargaining relationships with the Fund's participating local unions. Form 990, Part VI, Section A, Line 8a All meetings and decisions making by the governing body are documented in the meeting minutes held by the Fund. Form 990, Part VI, Section A, Line 8b All meetings and recommendations made by the various committees are documented in the meeting minutes held by the Fund. Form 990, Part VI, Section B, Line 11b After completion, the Administrator reviews Form 990 before forwarding it to our independent auditors for their review. Once back, it is reviewed by the Fund's Trustees before it is signed. Form 990, Part VI, Section C, Line 19 Upon receipt of written request to the Fund Administrator, documents, policies, and financial statements are forwarded to the requestor. Financial Statements are also available on the website. Form 990, Part X, Line 11 Mutual Funds $122,447,003 FMV TEAMSTERS PENSION TRUST FUND Sponser of Defined Ben Plan NJ 401a 0 TEAMSTERS JOINT COUNCIL #53 TEAMSTERS LOCAL 107 TEAMSTERS LOCAL 312 TEAMSTERS LOCAL 326 TEAMSTERS LOCAL 331 TEAMSTERS LOCAL 384 TEAMSTERS LOCAL 500 TEAMSTERS LOCAL 623 TEAMSTERS LOCAL 628 TEAMSTERS LOCAL 676 TEAMSTERS LOCAL 929 TEAMSTERS LOCAL UNION #463 CE MASON LU#592 HW&PEN CEMENT MASONS LU#592 LOCAL 32BJ LOWER SOUTHAMPTON TOWNSHIP NORRISTOWN MUNICIPAL WASTE NORTHAMPTON BUCKS CNTY MUNIC PENNSVILLE SEWAGE AUTHORITY PLUMBERS UNION 690 IND FUNDS PORT AUTHORITY TRANSIT SCHOOL EMPLOYEES 1201 H&W SHARON HILL BOROUGH TOWNSHIP OF SPRINGFIELD UPPER MORELAND SEWER UPPER PROVIDENCE TOWNSHIP ADMINISTRATIVE SERVICE PROFESSIONALS 2500 MCCLELLAN AVE PENNSAUKEN NJ 08109 ADMINISTRATIVE NJ C 4361654 19407 0.72 1 A P CONSTRUCTION CO A PENZA INC ACES LLC AE STONE INC AP CONSTRUCTION INC AVASSALLO INC ABC CONSTRUCTION CO INC ABF FREIGHT SYSTEM INC ACE MOTORS INC ACME MARKETS INC AGB TRUCKING LLC AIRGAS EAST INC AL KLIESH TRUCKING LLC ALAN MC ILVAIN COMPANY ALLEGHENY IRON & METAL CO ALLIED BEVERAGE GROUP LLC ALLIED ROOFERS AMOROSO BAKING COMPANY AMPM NORTH AMERICA INC APPALACHIAN PIPELINE CONTRAC APPLESACK TRUCKING INC APTIM FEDERAL SERVICES LLC ARAMARK UNIFORM SERVICES ARROW LEASING & SANITARY SER ARTHUR R HENRY INC ASP PERSONNEL SERVICES INC ASSEMBLY FILMS AUDUBON MUTUAL HOUSING CORP AUNT KITTY'S FOODS INC BRS PRODUCE CO BALFORD FARMS BARLOW CHEVROLET INC BARNEY MONK CORP BARRETT ASPHALT CORPORATION BASF CONSTRUCTION CHEMICALS BENSALEM PARK MAINTENANCE BERTO CONSTRUCTION INC BILLY BOY TRUCKING INC BISCUIT FILMWORKS BOARDWALK BELLE INC BRANDENBURG INDUSTRIAL SERV BRANDYWINE CONSTRUCTION CO BRIDGE STREET FILMS - LOTTO BRIGHTLINE EQUIPMENT RENTALS BUCKLEY & COMPANY INC C ABBONIZIO CONTRACTOR CW DUNNET & CO CABANA 13 PRODUCTIONS LLC CARNEYS PT TWSP SEWERAGE AUT CARUSONE CONSTRUCTION INC CASE PAPER COMPANY INC CHARLES JACQUIN - WHSEDSPCH CHARLES RITTER INC CLEAR SOUND INC CLOVER FARMS DAIRY CMS PRODUCTIONS COLLOTTI & SONS INC COLONIAL PRODUCE LLC COMMERCE CONSTRUCTION COMMUNITY FILMS CONGOLEUM CORP COONEY BROTHERS INC COOSEMAN'S PHILADELPHIA INC CORNELL & COMPANY INC COURIER POST CPC MEDICAL PRODUCTS LLC CRESSMAN TRUCKING INC CROWLEY TRUCKING INC D & L CONSTRUCTION COMPANY DANELLA CONSTRUCTION CORP DANELLA LINE SERVICES INC D'ANGELO BROS INC DARLING INTERNATIONAL INC DAVID M CAMPBELL INC DAY & ZIMMERMAN NPS DB TRUCKING INC DCD CONTRACTING INC DEAN TRANSPORTATION DELAWARE SHIP SUPPLY CO DELAWARE VALLEY STEEL DEPENDABLE DISTRIBUTION SERV DEVAULT GROUP INC DHL EXPRESS (USA) INC DHL(AEI) CO ASKPAYROLL DIETZ & WATSON MEAT CO DIOCESE OF CAMDEN CEMETERIES DIVERSIFIED SERVICE CONTR DM PROJECT SERVICES LLC DOUGHTY PROPERTIES LLC DRISCOLL CONSTRUCTION CO INC DUMP UR LOAD EXPRESS INC DWK LIFE SCIENCES INC E W KEAN CO INC EAST FALLOWFIELD TWP EASTERN CONCRETE MATERIALS I EDGAR M HERR INC ELLIOTT LEWIS CONVENTION SER EMR GROUP ESM PRODUCTIONS INC F C HAAB CO INC FERGUSON ENTERPRISES INC FESSENDEN HALL INC FIRST PHILA LABOR SERVICES FIZZANO BROTHERS CONCRETE PR FLETCHER STREET LLCCONCRETE COWBOYS FNJ HAULING LLC FOLEY INC FORREST THEATRE FOUNDATION STRUCTURES INC FREEMAN AUDIO VISUAL SOLUTIO FREEMAN DECORATING COMPANY FRESH EXPRESS FRONT STREET REFRIGERATED G & G PRODUCE INC GENERAL ASPHALT PAVING CO GENERAL EXPOSITION SERVICES GENTLEMAN SCHOLAR GEORGE L WELLS MEAT COMPANY GEPPERT BROTHERS INC GES-GLOBAL EXPERIENCE SPECIA GLASGOW INC GLOBAL SPECTRUM GLOUCESTER TERMINALS LLC GOURMET BAKERY DISTRIBUTORS GRAYBAR ELECTRIC COMPANY INC GREGGO AND FERRARA INC GROCERY HAULERS INC GROUND PENETRATION & RESTORA GROVE SUPPLY INC HAINES & KIBBLEHOUSE INC HAKE RIGGING - 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PHILA INC TONY DEPAUL & SON TRADE SHOW ASSOCREBER FRIEL TRANS CARGO LLC TRANSERVICE LOGISTICS TRC TRANSFER STATION TRI-STATE STAGING TRUMBULL CORPORATION US PIPELINE INC UNITED METAL TRADERS INC UNITED PARCEL SERVICE UNITED STATES ROOFING CORP UPA PRODUCTION SERVICES US FOODS UTILITY LINE SERVICES INC VENTURA FOODS LLC VERITIV OPERATING CO VIRTUOSO PRODUCTIONS LLC VISTA CONVENTION SERVICES VISUAL SOUND INC VITO'S HAULING LLC WE RYAN COMPANY INC WAWA INC WEBER DISPLAY & PACKAGING WEINSTEIN SUPPLY CO (WILLOW WHM CONSTRUCTION INC WICK & BROTHER INC WILLIAM BETZ JR INC WM MACMILLAN CO-DRVS XTL INC YRC WORLDWIDE INC 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 ADMINISTRATIVE SERVICE PROFESSIONALS m 3294000 Rate per member