2016-10-13T13:32:03-05:00 2015-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-01-01 200027580 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND UTIL 5173217502 6525 CENTURION DRIVE LANSING MI 48917 STEVEN VANSLOOTEN TRUSTEE 5173217502 2016-10-13 1 JOANN WOODSON P01293745 2023319880 2015 2017-02-10 21:41:12Z STEVEN VANSLOOTEN 6525 CENTURION DRIVE LANSING MI 48917 34040735 0 X N/A X 2003 DC SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 9 9 0 0 0 0 0 0 15853795 15730210 1474892 2234080 0 0 17328687 17964290 0 0 12253782 12782601 0 0 0 0 0 495514 472918 12749296 13255519 4579391 4708771 50534813 52625796 12336 33091 50522477 52592705 TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIC INTERNATIONAL CORPORATION 5173217502 6525 CENTURION DRIVE LANSING MI 48917 X LEE ELLIS EMPLOYER TRUSTEE 1.00 X 0 0 0 JEFF CHAMPION EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN JENKINS EMPLOYER TRUSTEE 1.00 X 0 0 0 RODNEY LEBEAU EMPLOYER TRUSTEE 1.00 X 0 0 0 STEVEN VANSLOOTEN UNION TRUSTEE 1.00 X 0 0 0 MICHAEL COLEMAN UNION TRUSTEE 1.00 X 0 0 0 SHAWN GARVEY UNION TRUSTEE 1.00 X 0 0 0 KEVIN PARSONS UNION TRUSTEE 1.00 X 0 0 0 GERALD POWERS UNION TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 15272708 15272708 EMPLOYEE CONTRIBUTION 900009 457502 457502 15730210 1474892 1474892 16835633 16076445 759188 759188 759188 17964290 15730210 0 2234080 12782601 92455 56956 23153 199905 33813 8676 1800 18395 12687 OTHER MISCELLANEOUS 16384 DUES AND SUBSCRIPTIONS 6605 MEMBER COMMUNICATIONS 2089 13255519 1159024 1915068 786746 722032 33 33 48541565 49959333 47445 29330 50534813 52625796 12336 29544 0 3547 12336 33091 X 50522477 52592705 50522477 52592705 50534813 52625796 4708771 -2638543 0 X X 0 1 X 1 0 0 PURCHASES OF SECURITIES 3547 3547 X 15125842 -2638543 -2638543 17764385 199905 199905 17964290 13055614 0 13055614 199905 199905 13255519 PART X, LINE 2: THE FUND FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS 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 FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS. IT IS THE FUND'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY WHICH FOLLOWS THE FIDUCIARY STANDARDS SET FORTH IN THE EMPLOYEE INCOME RETIREMENT AND SECURITY ACT OF 1974. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PASRT XII, LINE 2C THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE AUDIT. UTILITY WORKERS UNION OF AMERICA 815 16TH STREET NW WASHINGTON DC 20006 530183102 PARTICIPATING EMPLOYER DC 501(C)(5) 0 PEOPLES NATURAL GAS LOCAL 69 375 N SHORE DRIVE STE 600 PITTSBURGH PA 15212 PARTICIPATING EMPLOYER PA 0 DOMINION TRANSMISSION LOCAL 69 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 CONSTELLATION MYSTIC POWER 10 S DEARBORN STREET 50TH FLOOR CHICAGO IL 60603 PARTICIPATING EMPLOYER IL 0 DTE ENERGY CO ONE ENERGY PLAZA DETRIOT MI 48226 PARTICIPATING EMPLOYER MI 0 AMERICAN WATER WORKS SERVICE COMPANY 1025 LAUREL OAK ROAD VORHEES NJ 08043 PARTICIPATING EMPLOYER NJ 0 DOMINION WEST OHIO 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 DOMINION EAST OHIO LOCAL G555 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 BRAYTON POINT ENERGY 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 ENTERGY - IPEC 440 HAMILTON AVENUE WHITE PLAINS NY 10601 PARTICIPATING EMPLOYER NY 0 ENTERGY - PALISADES 440 HAMILTON AVENUE WHITE PLAINS NY 10601 PARTICIPATING EMPLOYER NY 0 ENTERGY - PILGRIM 440 HAMILTON AVENUE WHITE PLAINS NY 10601 PARTICIPATING EMPLOYER NY 0 UTILITY LINES CONSTRUCTION 780 BLAIR MILL ROAD WILLOW GROVE PA 19090 PARTICIPATING EMPLOYER PA 0 AMERICAN ELECTRICAL TESTING CO 480 NEPONSET STREET CANTON MA 02021 PARTICIPATING EMPLOYER MA 0 HYDAKER WHEATLAKE 420 S ROTH ST REED CITY MI 49677 PARTICIPATING EMPLOYER MI 0 TRANSMISSION MAINTENANCE CONSTRUCTION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 DOMINION HOPE 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER VA 0 NAES CORPORATION 1180 NW MAPLE ST SUITE 200 ISSAQUAH WA 98027 PARTICIPATING EMPLOYER WA 0 MICHIGAN STATE UTILITY WORKERS COUNCIL 110 W LENAWEE ST LANSING MI 48933 PARTICIPATING EMPLOYER MI 0 CITY GENERATORS 86 ABERDEEN RD QUINCY MA 02171 PARTICIPATING EMPLOYER MA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1