2017-11-08T10:19:49-06:00 2016-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2016-01-01 520904354 SEIU HEALTH AND WELFARE FUND SEIU 2027307500 1800 MASSACHUSETTS AVE NW NO 301 WASHINGTON DC 20036 WILLIAM E DEMPSEY TRUSTEE 2027307500 2017-11-08 1 PETER P OSMAN CPA P00366693 3018307400 2017-11-08 X 209.194.229.250 2017-11-08 11:19:36 ES P 18A40F54466CF04E589E43EE769AAEAB41E87509 2C636939E2E4C26AD24B615B67FE9BE87457B45A 2016 2017-02-10 21:41:12Z X WILLIAM E DEMPSEY 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 45854028 0 X N/A X 1969 DC THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. 8 8 0 0 0 0 0 0 36765840 45506987 343616 344335 6 2706 37109462 45854028 0 0 31941562 37814523 0 0 0 0 0 2951202 4562160 34892764 42376683 2216698 3477345 32037780 36127073 1936756 2535264 30101024 33591809 THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. 0 0 THE PLAN PROVIDED MEDICAL, DENTAL, VISION, PRESCRIPTION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 3 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X YOLANDA MONTGOMERY 2027307545 1800 MASSACHUSETTS AVE NW STE 301 WASHINGTON DC 20036 X JAVIER MORILLO UNION TRUSTEE 1.00 40.00 X 0 0 0 KURT EDELMAN UNION TRUSTEE 1.00 40.00 X 0 0 0 KENNETH MUNZ UNION TRUSTEE 1.00 40.00 X 0 0 0 CHRISTOPHER B BOUVIER EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 SITA MORANTZ EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 DAVE E MONROE JR EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 JOHN NEESE EMPLOYER TRUSTEE 1.00 40.00 X 0 0 0 WILLIAM E DEMPSEY UNION TRUSTEE 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 CIGNA HEALTH CARE 5089 COLLECTIONS CENTER DR CHICAGO IL 60693 ADMIN & ACCESS FEES 1868537 SEGAL COMPANY PO BOX 4059 WASHINGTON DC 10261 ACTUARY 262604 HEALTH CARE SERVICE CORP 300 EAST RANDOLPH ST CHICAGO IL 60601 ADMIN & ACCESS FEES 158430 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATION 148908 4 EMPLOYER CONTRIBUTIONS 525100 43680816 43680816 STOP LOSS REIMBURSEMENTS 525100 1695737 1695737 EMPLOYEE CONTRIBUTIONS 525100 130434 130434 45506987 344335 344335 OTHER REVENUE 525100 2706 2706 2706 45854028 45509693 0 344335 37814523 42274 25039 19719 1530500 102829 86485 154692 538 21391 LOSS ON IMPAIRMENT OF P 1455922 ADMINISTRATIVE SERVICES 855955 TRANSITITIONAL REINSURA 266816 42376683 -696152 -955039 4737255 6557055 547547 1685348 113447 23822 19472 19167 843 305 27064471 28409815 270369 405767 32037780 36127073 97823 120427 1670443 2132378 168490 282459 1936756 2535264 X 30101024 33591809 0 0 0 0 30101024 33591809 32037780 36127073 3477345 13440 0 X X 0 1 X 1 0 19472 19167 305 305 DUE TO RELATED PARTIES 150358 HEALTH REIMBURSEMENT ACCOUNTS 132101 282459 X 45847749 13440 13440 45834309 19719 19719 45854028 42356964 0 42356964 19719 19719 42376683 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS EMAILED TO ALL UNION AND EMPLOYER TRUSTEES IN PDF FORMAT FOR THEIR REVIEW AND COMMENT. THE FORM 990 IS THEN SIGNED AND FILED. FORM 990, PART VI, LINE 12B: THE FUND DOES NOT HAVE THESE POLICIES. HOWEVER, ITS OFFICERS ARE COVERED UNDER SERVICE EMPLOYEES INTERNATIONAL UNION POLICIES, SUCH AS THE CODE OF ETHICS, CONFLICT OF INTEREST AND WHISTLEBLOWER PROTECTION POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AFL-CIO APPALACHIAN COUNCIL CHANGE TO WIN COLORADO WINS CWA LOCAL 3310 HOPE OF TEXAS MI FIMILIA VOTA MISSION NURSING HOME NCFO NORTHERN PANHANDLE HEAD START SEIU 1107 NEVADA SEIU FL PUBLIC SERVICES UNION SEIU FLORIDA STATE COUNCIL SEIU HEADQUARTERS SEIU HEALTHCARE MICHIGAN SEIU HEALTHCARE WISCONSIN SEIU ILLINOIS COUNCIL SEIU LOCAL 11991115 SEIU LOCAL 1991 SEIU LOCAL 205 SEIU LOCAL 21 LA SEIU LOCAL 226 SEIU LOCAL 48 ARIZONA SEIU LOCAL 5 TEXAS SEIU LOCAL 500 SEIU LOCAL 512 VA SEIU LOCAL 513 SEIU PA STATE COUNCIL SEIU WISCONSIN STATE COUNCIL SEIU NAGE UNITED AUTO WORKERS LOCAL 440 APEX NORTH LLC DANMARK SECURITY FINAL TOUCH LLC KELLERMEYER BERGENSONS SER LLC MARSDEN BUILDING MAINTENANCE ABLE BUILDING MAINTENANCE ABM (MILWAUKEE JANITORS) ABM (MINNESOTA JANITORS) ABM SECURITY SERVICES BUILDING SERVICES ABM SOUTH CENTRAL (HOUSTON) ABMHUNTLANIER PARKING ADMIRAL SECURITY SERVICES ALLIED BARTON SECURITY SERVICE ALLIEDUNIVERSAL SECURITY AMERICAN SECURITY LLC BUILDING SERVICES ANDY FRAIN SERVICES INC APOLLO INTERNATIONAL BUILDING SERVICES ARAMARK ARBOR MANAGEMENT BLOCK BY BLOCK SMS HLDGS CORP CAPITAL MAINTENANCE SERVICES BUILDING SERVICES CARLSON BUILDING MAINTENANCE COLUMBIA BUILDING SERVICES COMMAND SECURITY CORP COMPASS-USA (EUREST SERV) CONGRESS OF CONN COMM COL CONTRACT CLEANERS LIMITED LLC BUILDING SERVICES DETROIT TIGERS ERCELIK PARTNERSHIP FBG SERVICE CORPORATION G4S SECURITY BUILDING SERVICES GCA SERVICE GROUP OSU GCA SERVICES (HC) HARVARD BUILDING MAINT (WI) BUILDING SERVICES HARVARD BUILDING MAINTENANCE HARVARD MAINTENANCE INC HEALTHCARE SERVICE GROUP INC ISS FACILITY (HC) SERVICE ISS FACILITY SERVICE INC KARD PROTECTION SERVICES MANAGED SERVICES INC(MSI) MCDOWELL COUNTY COMM ON AGING MINNETONKA MOCCASIN CO MONTERREY SECURITY PETERSEN COMMERCIAL CLEANING PORTLAND MEADOWS PREMIER SECUIRTY CORP PRESTIGE MAINTENANCE USA PRITCHARD INDUSTRIES INC (HC) PRUDENTIAL SECURITY INC R&R JANITORIAL REPAINTEX ROOSEVELT HOUSE I & II SBM SITE SERVICES SCI OHIO FUNERAL SERVICES INC SCIOTO SERVICES SDI SECURITY SECURITAS SECURITY SERVICES SECURITAS SECURITY SERVICES USA SMGUS BANK STADIUM SODEXHO SP PLUS CORPORATION THE PROFESSIONAL GROUP TITAN SECURITY SERVICES INC TRANSCO CLEANING COMPANY LLC TRIANGLE MAINTENANCE UBM ENTERPRISESINC (HC) UNIVERSAL PROTECTION SERVICES BUILDING SERVICES US SECURITY ASSOCIATES VIKING SECURITY WAYNE COUNTY COMMUNITY SERVICE WELLSPRING OF MILWAUKEE BUILDING SERVICES WHELAN SECURITY SERVICES YA PO AH TERRACE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0