2018-11-06T21:14:50-07:00 2017-12-31 990 2017-01-01 231392600 TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VIC TEAM 8563822400 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 MARIA SCHEELER ADMINISTRATOR 8563822400 2018-11-07 50.201.155.221 2017 2019-02-21 02:37:17Z X Maria Scheeler 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 176876609 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 115050726 117591881 2251278 6448987 0 0 117302004 124040868 0 0 101700351 96983628 11600 12000 0 0 0 7645325 8443360 109357276 105438988 7944728 18601880 91675565 118296640 1525952 4501620 90149613 113795020 Funding arrangement for multi-employer Welfare Plan under the terms of a collective bargaining agreement. 0 0 105438988 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 105438988 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 1 760 0 1 0 0 0 0 0 0 0 X 6 0 0 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 Bob Schaeffer Employer Trustee 1 39 X 0 0 0 Tom Ventura Employer Trustee 1 39 X 0 0 0 William J Einhorn Employer Trustee 20 25.00 X 12000 0 0 William Hamilton Union Trustee 1 39 X 0 140142 75617 Howard Wells Union Trustee 1 39 X 0 158907 91954 Robert Bryan Jr Union Trustee 1 39 X 0 124881 74157 Maria Scheeler Administrator 20 25 X 0 0 0 12000 423930 241728 0 0 1 1 Administrative Service Professionals Inc 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 Administrative Services 2985000 Horizon Healthcare 3 Penn Plaza Newark NJ 07105 Claims Administrator 1869717 Aetna Inc 151 Farmington Avenue Hartford CT 06156 Claims Administrator 850944 Healthcare Strategies Inc PO Box 37039 Baltimore MD 21297 Case Management 581059 Total Care Networks 1341 N Delaware Avenue Philadelphia PA 19125 Claims Administrator 313713 7 0 Employer Contributions 525100 116509623 116509623 0 0 Cobra 525100 1082258 1082258 0 0 0 0 0 0 117591881 1838951 0 0 1838951 0 0 0 0 0 0 0 0 0 0 57445777 0 52835741 0 4610036 0 4610036 0 0 4610036 0 124040868 117591881 0 6448987 96983628 96983628 12000 12000 172339 172339 61700 61700 292011 292011 7684579 7684579 126244 126244 44885 44885 16135 16135 5194 5194 ACA Excise Fees 40273 40273 0 0 105438988 105438988 0 0 X 5774193 3774676 8266975 8574852 2344 2581 74198413 100520497 3433640 5424034 91675565 118296640 894965 3819276 630987 682344 0 0 1525952 4501620 X 90149613 113795020 0 0 0 0 90149613 113795020 91675565 118296640 18601880 5043527 0 0 0 0 X 0 1 X 1 0 0 X 128792384 5043527 0 0 0 5043527 123748857 292011 0 292011 124040868 105146977 0 0 0 0 0 105146977 292011 0 292011 105438988 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 conclude that as of December 31, 2017, 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 period. 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 operating expenses. 0 0 0 Howard Wells Union Trustee 0 158907 0 0 0 0 0 0 0 0 0 158907 0 0 William Hamilton Union Trustee 0 140142 0 0 0 0 0 0 0 0 0 140142 0 0 Robert Bryan Jr Union Trustee 0 124881 0 0 0 0 0 0 0 0 0 124881 0 0 Administrative Service Professional Inc See Part V 3341219 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. In addition, William J. Einhorn served as interim President of Administrative Service Professionals Inc. through and including August 9, 2017. Maria Scheeler was the Administrator of the Teamsters Health & Welfare Fund and also served as President of Administrative Service Professionals Inc. effective August 10, 2017. 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 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 $100,520,497 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 463 TEAMSTERS LOCAL 500 TEAMSTERS LOCAL 623 TEAMSTERS LOCAL 628 TEAMSTERS LOCAL 676 TEAMSTERS LOCAL 929 CE MASON LU#592 HW&PEN CEMENT MASONS LU#592 LOCAL 32BJ PHILA ORCHESTRA ASSOCIATION PLUMBERS UNION 690 IND FUNDS PORT AUTHORITY TRANSIT SCHOOL EMPLOYEES 1201 H&W SHARON HILL BOROUGH TOWNSHIP OF SPRINGFIELD UPPER PROVIDENCE TOWNSHIP ADMINISTRATIVE SERVICE PROFESSIONALS 2500 MCCLELLAN AVE PENNSAUKEN NJ 08109 ADMINISTRATIVE NJ C 3830783 63027 0.72 1 A P CONSTRUCTION CO A PENZA INC A C E S LLC A E STONE INC A P CONSTRUCTION INC A VASSALLO INC ABC CONSTRUCTION CO INC ABF FREIGHT SYSTEM INC ACCORDIAN FILMS LLC ACE MOTORS INC ACME MARKETS INC ACRA SERVICES INC ACTION SUPPLY CO INC ADVANCE TRANSPORTATION INC AERO FILMS PRODUCTIONS AGB TRUCKING LLC AIRGAS EAST INC AL KLIESH TRUCKING LLC ALAN MC ILVAIN COMPANY ALLEGHENY IRON & METAL CO ALLIED BEVERAGE GROUP LLC ALLIED ROOFERS SUPPLY AMOROSO BAKING COMPANY AMPM NORTH AMERICA INC APG INTERNATIONAL INC APPLESACK TRUCKING INC ARAMARK UNIFORM SERVICES ARROW LEASING & SANITARY SER ARTHUR R HENRY INC ASP PERSONNEL SERVICES INC ASSOCIATED PIPE LINE CONTR ATLANTIC EXPOSITION SERVICES AUDUBON MUTUAL HOUSING CORP AUNT KITTY'S FOODS INC B R S PRODUCE CO BALFORD FARMS BANTIVOGLIO METALS INC BARLOW CHEVROLET INC BARRETT ASPHALT CORPORATION BASF CONSTRUCTION CHEMICALS BELLA TRUCKING CORP BENSALEM PARK - 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