2020-11-16T11:08:01-06:00 2019-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2019-01-01 237134462 INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND INTE 4108841440 10440 LITTLE PATUXENT PKY NO 700 COLUMBIA MD 21044 JAMES T CALLAHAN TRUSTEE 4108841440 2020-11-16 1 ERIN CRANMER P01712644 2023319880 38.100.43.98 2020-11-16 12:06:51 ES P 2A1264631413402ED07D1720FD2C9A4C172C9560 503212571B492C6734ECC8D7D4B0C3065084245C 2019 2021-04-22 16:20:28Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 146234582 0 X N/A X 1971 DC TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF THE EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF OPERATING ENGINEERS. 6 6 0 0 0 0 0 0 81632933 52134826 12034550 12937161 0 0 93667483 65071987 0 0 45362645 47872496 0 0 0 0 0 4219890 4028691 49582535 51901187 44084948 13170800 328045549 364911152 11225295 5366035 316820254 359545117 PROVIDE MEDICAL, DENTAL, AND OTHER BENEFITS TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS, PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 0 0 PROVIDED HEALTH & WELFARE BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 4108841437 10440 LITTLE PATUXENT PARKWAY SUITE COLUMBIA MD 21044 X JAMES CALLAHAN TRUSTEE 1.00 X 0 0 0 MACK BENNETT TRUSTEE 1.00 X 0 0 0 ROBERT WILDS TRUSTEE 1.00 X 0 0 0 JEFFREY A COOLSAET TRUSTEE 1.00 X 0 0 0 TED CROWE TRUSTEE 1.00 X 0 0 0 JIMMMY L CROTTS TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAREFIRST 10455 MILL RUN CIR OWINGS MILLS MD 21117 CLAIMS PROCESSING 2039718 ZENITH ADMINISTRATORS INC 10440 LITTLE PATUXENT PARKWAY SUIT COLUMBIA MD 210443594 FUND ADMINISTRATION 932826 WAGEWORKS 1100 PARK PL 4TH FLOOR SAN MATEO CA 94403 CLAIMS PROCESSING 309802 SAGE ADVISORY 5900 SOUTHWEST PARKWAY BLDG 1 AUSTIN TX 78735 INVESTMENT ADVISORY SERVICES 144169 DELTA DENTAL 1 DELTA DRIVE MECHANICSVILLE PA 17055 CLAIMS PROCESSING 139065 5 EMPLOYER CONTRIBUTIONS 900099 50902929 50902929 PARTICIPANT CONTRIBUTIONS 900099 1231897 1231897 52134826 8878313 8878313 85221443 81162595 4058848 4058848 4058848 65071987 52134826 0 12937161 47872496 932826 15165 109875 254934 81972 68053 4868 5842 32923 CLAIM PROCESSING FEES 2498443 PCORI FEE 21063 2727 51901187 45385653 13033992 9250999 7114158 185770 14832 272736298 344206696 486829 541474 328045549 364911152 9638039 4063405 207609 212996 1379647 1089634 11225295 5366035 X 0 0 0 0 316820254 359545117 316820254 359545117 328045549 364911152 13170800 29554063 0 X X 0 1 X 1 0 0 DUE TO BROKER FOR PENDING TRANSACTION 189095 OTHER 900539 1089634 X 94371116 29554063 29554063 64817053 254934 254934 65071987 51646253 0 51646253 254934 254934 51901187 PART X, LINE 2: THE PLAN 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 PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, 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, 2019, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO AND SIGNED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICT OF INTEREST DISCLOSURES AND, IF NECESSARY OR APPROPRIATE, RECUSALS FROM EXERCISING FIDUCIARY AUTHORITY ARE MADE AT REGULAR BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AS AN ERISA-REGULATED EMPLOYEE WELFARE BENEFIT PLAN, THE FUND COMPLIES WITH ERISA REGARDING REPORTING AND DISCLOSURE OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES. CERTAIN DOCUMENTS ARE DISTRIBUTED BY MAIL TO PARTICIPANTS AND BENEFICIARIES IN ACCORDANCE WITH ERISA. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES SELECTS THE FUND'S INDEPENDENT AUDITOR AND REVIEWS AND APPROVES THE AUDIT. 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