2020-12-15T10:40:13-06:00 2020-04-30 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2019-05-01 231700500 BUILDING TRADES HEALTH AND WELFARE FUND BUIL 7172733800 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 DREW SIMPSON CO-CHAIRMAN 7172733800 2020-12-11 1 BRIAN D STRAUB CPA P00365074 7177617210 2020-12-10 152.208.107.96 2020-12-09 13:29:07 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D9FEE20A0BB118DB1DB3A8050D24E9F1A8A028BB 2019 2021-04-22 16:20:28Z DREW SIMPSON 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 94622627 0 X N/A X EMPLOYEE WELFARE BENEFIT PLAN 1950 PA PARTICIPANTS RECEIVE MEDICAL, DENTAL, VISION, SURGICAL, HOSPITAL, MAJOR MEDICAL, PRESCRIPTION, WELLNESS, DEATH AND DISABILITY BENEFITS 10 10 31 0 0 0 0 0 19514173 17830794 4957572 2451195 0 0 24471745 20281989 0 0 18057146 18537902 255844 284133 0 0 0 1823730 1799407 20136720 20621442 4335025 -339453 53748053 51480100 227183 169279 53520870 51310821 PARTICIPANTS RECEIVE MEDICAL, DENTAL, VISION, SURGICAL, HOSPITAL, MAJOR MEDICAL, PRESCRIPTION, WELLNESS, DEATH AND DISABILITY BENEFITS 0 0 HEALTH AND TEMPORARY DISABILITY BENEFITS FOR PARTICIPANTS OF HEALTH AND WELFARE PLAN RECIPROCAL TRANSFERS OF CONTRIBUTIONS TO OTHER HEALTH AND WELFARE FUNDS HEALTH INSURANCE PREMIUMS FOR PARTICIPANTS BENEFIT 0 0 0 0 0 0 0 0 0 1 1 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 0 0 0 1 8 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X DIANA SCHAEFFER 7172733800 1718 HEILMANDALE ROAD SUITE 400 LEBANON PA 17046 X BRIAN POMEROY TRUSTEE 1.00 X 0 0 0 GREGORY QUANDEL TRUSTEE 1.00 X 0 0 0 WILLIAM BRIGHTBILL TRUSTEE 1.00 X 0 0 0 GARY FORD TRUSTEE 1.00 X 0 0 0 JON O'BRIEN TRUSTEE 1.00 X 0 0 0 RICHARD FOLEY TRUSTEE 1.00 X 0 0 0 DAVID JONES TRUSTEE 1.00 X 0 0 0 JOLINE SOBECK TRUSTEE 1.00 X 0 0 0 THOMAS O'DONNELL TRUSTEE 1.00 X 0 0 0 DREW SIMPSON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAPITAL BLUE CROSS 2500 ELMERTON AVENUE HARRISBURG PA 17177 PROVIDER ADMINISTRATIVE FEES 537346 MORGAN STANLEY 410 SEVERN AVE BLDG B STE 211 ANNAPOLIS MD 21403 INVESTMENT CUSTODIAN & ADVISORY 307796 2 EMPLOYER CONTRIBUTIONS 900099 13260082 13260082 RECIPROCAL CONTR. 900099 2518167 2518167 SELF-PAY & RETIREE CONTRIBUTIONS 900099 1690189 1690189 COBRA CONTRIBUTIONS 900099 362356 362356 17830794 1482467 1482467 75309366 74340638 968728 968728 968728 20281989 17830794 0 2451195 18537902 140179 53884 46172 43898 22342 54150 418357 777218 15598 21360 6347 16481 STOP LOSS PREMIUMS 337390 REPAIRS AND MAINTENANCE 82194 RECIPROCAL TRANSFERS 14276 POSTAGE 12500 21194 20621442 785093 857468 1296433 566598 2784309 3113478 142274 98811 144746 140589 10503 4157 44279682 42271490 4395117 4520916 54642 47182 53748053 51480100 227183 169279 227183 169279 X 0 0 0 0 0 0 53520870 51310821 53748053 51480100 -339453 -1870596 0 X 0 1 X 0 0 144746 140589 4157 4157 4520916 F 4520916 X 17993036 -1870596 -418357 -2288953 20281989 0 20281989 20203085 0 20203085 418357 418357 20621442 PART X, LINE 2: THE BOARD OF TRUSTEES HAS ASSESSED THE PLAN'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF ITS EXEMPT ORGANIZATION STATUS, POTENTIAL FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME AND OTHER TAX POSITIONS THAT COULD RESULT IN THE ASSESSMENT OF INCOME TAX LIABILITIES TO THE PLAN ARISING FROM EXAMINATIONS BY TAXING AUTHORITIES. PRESENTLY, THE BOARD OF TRUSTEES BELIEVE THAT IT IS MORE LIKELY THAN NOT THAT THE PLAN'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION; CONSEQUENTLY, THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN HAS NO EXPOSURE TO INCOME TAX LIABILITIES ARISING FROM UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -418,357. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 418,357. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY AN ACCOUNTING FIRM, REVIEWED BY THE PLAN ADMINISTRATOR, AND PRESENTED TO THE CO-CHAIRMAN OF THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO ITS MEMBERS. IT DOES NOT HAVE A CONFLICT OF INTEREST POLICY.