2018-05-10T09:07:05-05:00 2017-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-01-01 526397805 BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND BRIC 2027833788 620 F STREET NW WASHINGTON DC 20004 TIMOTHY J DRISCOLL TRUSTEE 2027833788 2018-05-10 1 JOANN WOODSON P01293745 2023319880 2017 2022-09-23 18:48:47Z TIMOTHY J DRISCOLL 620 F STREET NW WASHINGTON DC 20004 39473657 0 X WWW.IPFWEB.ORG X 1988 DC PROVIDE HEALTH AND WELFARE BENEFITS. 10 10 55 0 0 0 0 0 23229953 30972725 444642 567507 33793 0 23708388 31540232 0 0 22059833 36567583 0 0 0 0 0 2879971 3132534 24939804 39700117 -1231416 -8159885 26374708 33864402 1741285 5366836 24633423 28497566 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 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 3 0 1 55 1 0 1 CA 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JENNIFER PENOSO 2027833788 620 F STREET NW WASHINGTON DC 20004 X JAMES BOLAND TRUSTEE 1.00 X 0 0 0 GREGORY HESS TRUSTEE 1.00 X 0 0 0 MATTHEW AQUILINE TRUSTEE 1.00 X 0 0 0 CARLOS AQUIN TRUSTEE 1.00 X 0 0 0 GERALD SCARANO TRUSTEE 1.00 X 0 0 0 ROBERT HOOVER TRUSTEE 1.00 X 0 0 0 TIMOTHY J DRISCOLL TRUSTEE 1.00 X 0 0 0 TONY MARRA TRUSTEE 1.00 X 0 0 0 TED CHAMP TRUSTEE 1.00 X 0 0 0 PAUL NYESWANDER TRUSTEE 1.00 X 0 0 0 ROBIN DONOVICK EXECUTIVE DIRECTOR 15.00 X 0 0 0 0 0 0 0 0 0 0 UNITED HEALTHCARE 5901 LINCOLN DRIVE EDINA MN 55436 CLAIMS PROCESSING 1480948 CHEIRON INC PO BOX 37117 BALTIMORE MD 21297 ACTUARIAL SERVICES 298513 2 EMPLOYER CONTRIB. 900099 28435030 28435030 EMPLOYEE CONTRIB. 900099 2537695 2537695 30972725 550932 550932 7950000 7933425 16575 16575 16575 31540232 30972725 0 567507 36567583 80598 49000 242269 316022 1268 55956 2288 CLAIMS PROCESSING FEES 1486347 ADMINISTRATIVE EXP 898786 39700117 54228 17969 2595313 6547479 2299303 2755607 32471 195292 21393393 24348055 26374708 33864402 607615 255696 23106 49208 1110564 5061932 1741285 5366836 X 24633423 28497566 24633423 28497566 26374708 33864402 X -8159885 387157 11636871 X X 0 1 X 1 0 0 DUE TO RELATED ORGANIZATIONS 158821 ACCRUED HRA BENEFITS 4903111 5061932 X 43564260 387157 11636871 12024028 31540232 0 31540232 39700117 0 39700117 0 39700117 PART X, LINE 2: THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE 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, 2017 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROCEEDS FROM MERGER 11,636,871. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C SECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021, AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006 THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: PROCEEDS FROM MERGER 11,636,871. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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