2019-11-15T12:14:58-06:00 2018-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2018-01-01 530227042 BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS FUND % JOHN BECK BAKE 3014683750 10401 CONNECTICUT AVENUE KENSINGTON MD 208953960 JOHN BECK EXECUTIVE DIRECTOR 3014683750 2019-11-13 true RICHARD L RUVELSON P00234075 3012726000 209.190.253.84 22006220193195000132 2019-11-15 P 833D9BA5299041826641AEDE5C1773806529F77E 955FC4B26BB49CFDDA501BB2C8C2589D0A555FE7 2018 2020-04-17 16:48:07Z JOHN BECK 10401 CONNECTICUT AVENUE KENSINGTON MD 20895 155922384 false X BCTRUSTFUNDS.ORG X 1953 NY TO PROVIDE CERTAIN HEALTH BENEFITS TO LOCAL UNION EMPLOYEES, FUND OFFICE EMPLOYEES AND COVERED EMPLOYEES OF PARTICIPATING EMPLOYERS UNDER COLLECTIVELY BARGAINED AGREEMENTS. 11 0 36 0 0 0 0 27833053 27595795 9119366 8096673 0 0 36952419 35692468 0 0 38321463 35568993 1720327 1771327 0 0 0 2193618 2039834 42235408 39380154 -5282989 -3687686 232267967 219716651 1591903 1372733 230676064 218343918 THE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY. false false FUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, WHICH NUMBERED 9,805 AS OF DECEMBER 31, 2018. false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 984 0 true 36 true false false false false false false false false X 11 0 true false false false false true false true false false false false false false true false false false NY X JOHN BECK 3014683720 10401 CONNECTICUT AVE KENSINGTON MD 20895 X DAVID B DURKEE UNION TRUSTEE/CHAIRMAN 1.0 39.0 X X 0 272165 -49303 LOU MINELLA EMPLOYER TRUSTEE/SECRETARY 1.0 39.0 X X 0 0 0 STEVEN V BERTELLI UNION TRUSTEE 1.0 39.0 X 0 268711 30271 SHAD CLARK UNION TRUSTEE 1.0 39.0 X 0 181915 65531 JETHRO A HEAD UNION TRUSTEE 1.0 39.0 X 0 181331 23793 KEN HURLEY EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 JON MCPHERSON EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 ART MONTMINY UNION TRUSTEE 1.0 39.0 X 0 181706 19822 PHIL PATURZO EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 DOUG RUYGROK EMPLOYER TRUSTEE 1.0 39.0 X 0 0 0 ANTHONY SHELTON UNION TRUSTEE 1.0 39.0 X 0 182064 7769 JOHN BECK EXECUTIVE DIRECTOR 10.0 30.0 X 61356 184068 100068 STEVEN BROCK Manager of Admin Services 8.0 32.0 X 42125 168501 89766 JOHN HARRISON Manager of IT 16.0 24.0 X 79584 119375 91067 MARGARET ZOOK IT RESEARCH ADMINISTRATOR 10.0 30.0 X 27349 82047 52140 210414 1821883 430924 0 false true false POTOMAC INFORMATION 901 MCCENEY AVENUE SILVER SPRING MD 20901 SORTWARE DVLPMNT 391150 THE SEGAL COMPANY 1920 N STREET NW 400 WASHINGTON DC 20036 ACTUARY SERVICES 326246 WITHUMSMITHBROWN 4600 EAST-WEST HWY 900 BETHESDA MD 20814 ACCOUNTING SERVICES 283108 PNC FINANCIAL SERVICES 1 E PRATT STREET BALTIMORE MD 21202 CUSTODIAL SERVICES 266370 MULTI PLAN INC PO BOX 29380 GEN POST OFC NEW YORK NY 10087 CLAIMS MANAGEMENT 229770 5 0 EMPLOYERS CONTRIBUTIONS 525100 14765470 14765470 PARTICIPANTS COBRA CONTRIBUTIONS 525100 225254 225254 RETIREES CONTRIBUTIONS 525100 12605071 12605071 27595795 5983539 5983539 0 0 0 0 0 122343050 120229916 2113134 2113134 2113134 0 0 0 0 0 0 0 0 0 0 35692468 27595795 8096673 0 0 0 35568993 145433 0 1097350 233966 208647 85931 0 113979 283108 0 0 283870 326481 0 169839 0 0 285842 0 0 25182 0 0 258494 56185 ALLOCATED ADMINISTRATION 159000 TAXES 39643 MED. CLAIMS PROCESS & REVIEW 27384 MISCELLANEOUS 10386 441 39380154 686695 677943 2332636 0 0 0 1697860 1212702 0 0 0 0 0 0 0 0 69421 99121 10026994 8500563 1238393 1526431 223791404 214036819 0 0 0 0 0 0 2451558 2163635 232267967 219716651 354348 156075 0 0 673550 591613 0 0 0 0 0 0 0 0 0 0 564005 625045 1591903 1372733 X 0 0 0 0 230676064 218343918 230676064 218343918 232267967 219716651 X -3687686 -8482730 -161730 X false true X true false 1195111 1181291 13820 8605722 7106727 1498995 226162 212546 13616 1526431 0 NET UNFUNDED PENSION LIABILITY 625045 625045 X 26925868 -8482730 -8482730 35408598 283870 283870 35692468 39096284 39096284 283870 283870 39380154 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and accrue an income tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the income tax positions taken and concluded that as of December 31, 2018, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. false false false DAVID B DURKEE UNION TRUSTEE/CHAIRMAN 0 240206 31959 0 -60714 0 11411 0 222862 0 0 STEVEN V BERTELLI UNION TRUSTEE 0 224192 44519 0 18860 0 11411 0 298982 0 0 SHAD CLARK UNION TRUSTEE 0 156933 24982 0 54145 0 11386 0 247446 0 0 JETHRO A HEAD UNION TRUSTEE 0 156933 24398 0 12407 0 11386 0 205124 0 0 ART MONTMINY UNION TRUSTEE 0 156933 24773 0 8436 0 11386 0 201528 0 0 ANTHONY SHELTON UNION TRUSTEE 0 156933 25131 0 -3617 0 11386 0 189833 0 0 JOHN BECK EXECUTIVE DIRECTOR 53762 161286 7594 22782 24663 64374 2758 8273 88777 256715 0 0 STEVEN BROCK Manager of Admin Services 39907 159627 2218 8874 21810 56926 2206 8824 66141 234251 0 0 JOHN HARRISON Manager of IT 75253 112879 4331 6496 22170 57867 4412 6618 106166 183860 0 0 MARGARET ZOOK IT RESEARCH ADMINISTRATOR 27349 82047 11387 29722 2758 8273 41494 120042 0 0 PART II, COLUMN C - DEFERRED COMPENSATION: THIS REPRESENT THE ANNUAL INCREASE (DECREASE) IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. PART V, LINE 2B - FEDERAL EMPLOYMENT TAX RETURNS: THE FUND FILES 941'S UNDER THE NAME BAKERY & CONFECTIONERY INDUSTRY INTERNATIONAL HEALTH BENEFITS AND PENSION FUNDS UNDER A SEPARATE EIN FROM THE FUNDS, AS THE HEALTH AND PENSION FUND EMPLOY THE PERSONNEL JOINTLY AND EACH FUND PAY THEIR ALLOCATED SHARE OF WAGES AND PAYROLL TAXES FOR EACH EMPLOYEE THAT PERFORMS SERVICES FOR THEM. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: TRUSTEES DAVID B DURKEE, STEVE BERTELLI, JETHRO A HEAD, ART MONTMINY, SHAD CLARK AND ANTHONY SHELTON SERVE AS OFFICERS OF BCTGM INTERNATIONAL UNION. TRUSTEES LOU MINELLA AND PHIL PATURZO SERVE AS AN OFFICER AND AN EMPLOYEE OF BIMBO BAKERIES USA. PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: THE TRUSTEES ARE APPOINTED BY THE UNION AND EMPLOYERS, WHO PARTICIPATE IN THE HEALTH BENEFIT PLAN. EACH GROUP HAS THE RIGHT TO SELECT UP TO EIGHT TRUSTEES TO SERVE ON THE BOARD. IN THE EVENT THERE IS AN UNEQUAL NUMBER OF EMPLOYER TRUSTEES AND UNION TRUSTEES AT ANY TIME, THE EMPLOYER AND UNION TRUSTEES SHALL NONETHELESS HAVE EQUAL VOTING STRENGTH. PART VI, SECTION A, LINE 8B - OTHER COMMITTEES: THE BENEFIT PLAN HAS NO OTHER COMMITTEE THAT CAN ACT ON THE BEHALF OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORM 990 PRIOR TO FILING TO THE MANAGER OF ADMINISTRATIVE SERVICES AND THE EXECUTIVE DIRECTOR. PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: THE BENEFIT PLAN DOES MAKE ITS PLAN DOCUMENT, TRUST DOCUMENT AND SUMMARY PLAN DESCRIPTION AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS: PENSION-RELATED CHANGES OTHER Than Net Periodic Pension COST OF $(161,730) B&C UNION & INDUSTRY INTL PENSION 10401 CONNECTICUT AVE KENSINGTON MD 20895 526118572 PENSION FUND MD 401(A) NA false BOARD OF TRUSTEES B&C UNION & INDUSTRY 10401 CONNECTICUT AVE KENSINGTON MD 20895 JOINT BOARD MD N/A false BCTGM INT'L UNION N/A BCTGM LOCAL UNION 001 N/A BCTGM LOCAL UNION 003 N/A BCTGM LOCAL UNION 004 N/A BCTGM LOCAL UNION 006 N/A BCTGM LOCAL UNION 009 N/A BCTGM LOCAL UNION 025 N/A BCTGM LOCAL UNION 026 N/A BCTGM LOCAL UNION 042 N/A BCTGM LOCAL UNION 050 N/A BCTGM LOCAL UNION 053 N/A BCTGM LOCAL UNION 057 N/A BCTGM LOCAL UNION 068 N/A BCTGM LOCAL UNION 070 N/A BCTGM LOCAL UNION 083 N/A BCTGM LOCAL UNION 085 N/A BCTGM LOCAL UNION 102 N/A BCTGM LOCAL UNION 111 N/A BCTGM LOCAL UNION 116 N/A BCTGM LOCAL UNION 118 N/A BCTGM LOCAL UNION 149 N/A BCTGM LOCAL UNION 167G N/A BCTGM LOCAL UNION 218 N/A BCTGM LOCAL UNION 253 N/A BCTGM LOCAL UNION 280 N/A BCTGM LOCAL UNION 300 N/A BCTGM LOCAL UNION 326 N/A BCTGM LOCAL UNION 348 N/A BCTGM LOCAL UNION 358 N/A BCTGM LOCAL UNION 464 N/A BCTGM LOCAL UNION 492 N/A BCTGM LOCAL UNION 719 N/A BCTGM LOCAL UNION 364 N/A ALFRED NICKLES BKRY INC ALPHA BAKING CO B & G FOODS INC BEECH-NUT NUTRITION CORP BIMBO BAKERIES USA BOEHMS CANDIES INC COMPASS GROUP DEL MONTE CORPORATION FRANZ BAKERIES INC GIANT FOODS INC GONNELLA BAKING CO INC GROCERY HAULERS INC HERMAN SEEKAMP INC JUST BORN INC KELLOGG COMPANY KLOSTER MANS BAKING CO KROGER CO LEWIS BAKERIES INC MALLET & CO INC MONDELEZ INT'L INC NESTLE USA OLSON CO OTTENBERGS BAKERY INC RICHMOND BAKING CO SAFEWAY STORES INC SCHMIDT BAKING CO INC THE BACHMAN COMPANY THE MARKETS LLC TOMCAT BAKERY INC TREEHOUSE FOODS VIRGINIA BAKERY INC ZEREGAS SONS INC false false false false false false false false false false true false false true true true false false true