2015-11-10T14:44:17-06:00 2014-12-31 221807874 HUNTER GROUP CPA LLC 17-17 ROUTE 208 FAIR LAWN NJ 07410 990 2014-01-01 300217152 LOCAL 99 HEALTH AND WELFARE FUND LOCA 9737356464 18 WASHINGTON PLACE 2ND FLOOR NEWARK NJ 07102 KEVIN MCCANN TRUSTEE 9737356464 2015-10-27 1 TOD CHRISTIANSON P00088252 2012614030 2014 2016-02-25 16:41:14Z KEVIN MCCANN 18 WASHINGTON PLACE 2ND FLOOR NEWARK NJ 07102 42455038 0 X N/A X 1946 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 7 5 0 0 0 0 0 0 28220034 28762228 1273542 572170 0 0 29493576 29334398 0 0 25605691 24956712 0 0 0 0 0 3821373 3893080 29427064 28849792 66512 484606 36544964 37303517 1054977 587171 35489987 36716346 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS WHO ARE EMPLOYED IN COVERED CRAFTS BY EMPLOYERS WHO CONTRIBUTE TO THE FUND 0 0 HEALTH AND WELFARE BENEFITS PAID TO OR FOR PARTICIPANTS AND BENEFICIARIES, OVER 3,200 PARTICIPANTS WERE INVOLVED. 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 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X FUND'S BOARD OF TRSUTEES 9737356464 18 WASHINGTON PLACE - 2ND FLOOR NEWARK NJ 07102 X CHRISTINE KERBER TRUSTEE 36.00 X 0 0 0 KEVIN MCCANN TRUSTEE 30.00 X 0 0 0 ANDREW MCCAMBRIDGE TRUSTEE 2.00 X 0 0 0 ANGELA BIALORUCKI TRUSTEE 2.00 X 0 0 0 BARBARA COOPER TRUSTEE 2.00 X 0 0 0 CECILIA GOMEZ TRUSTEE 2.00 X 0 0 0 CLEVELAND JENKINS TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 25457158 25457158 PARTICIPANT COPAYMENTS 900099 3230550 3230550 COBRA CONTRIBUTIONS 900099 74520 74520 28762228 564292 564292 13128518 13120640 7878 7878 7878 29334398 28762228 0 572170 24956712 32211 67309 100525 1714 11950 BENEFITS ADMINISTRATORS 2255031 CONTRACT ADMINISTRATOR 1413396 PRINTING 6463 BANK CHARGES 4131 350 28849792 1261908 1231647 35259202 36051868 23854 20002 36544964 37303517 1054977 587171 1054977 587171 X 0 0 0 0 35489987 36716346 35489987 36716346 36544964 37303517 484606 741753 0 X X 0 1 X 1 0 0 PROFESSIONAL FEES DUE 204740 DUE TO CLAIMS ADMIN. FOR BENEFIT PYMTS 155039 DUE TO CONTRACT ADMINISTRATOR 211396 DUE TO UNITE HEALTH CENTER 3880 DUE TO AFFILIATED FUNDS 2196 DUE TO EYEGLASS PROVIDER 9920 587171 X 29975626 741753 741753 29233873 100525 100525 29334398 29144325 563897 563897 28580428 100525 168839 269364 28849792 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT BE REALIZED. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XII, LINE 2D - OTHER ADJUSTMENTS: BENEFITS RECORDED IN PRIOR YEAR PER SOP 92-6 PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS RECORDED IN CURRENT YEAR PER SOP 92-6 SCHEDULE D PART XII - LINE 2D AND 4B PART XIII LINE 2D OTHER - BENEFITS RECORDED IN PRIOR YEAR PER SOP 92-6: $563,897 PART XIII LINE 4B OTHER - BENEFITS RECORDED IN CURRENT YEAR PER SOP 92-6: $168,839 CHRISTINE KERBER INDIVIDUAL IS THE FUND CHAIRMAN AND MANAGER OF THE CONTRACT ADMINISTRATOR TRANSACTION IS FOR PAYMENT OF $1,413,396 FOR NECESSARY ADMINISTRATIVE SERVICES AND IS BETWEEN THE ORGANIZATION AND A CONTRACT ADMINISTRATOR (LAUNDRY DISTRIBUTION & FOOD SERVICE JOINT BOARD, WORKERS UNITED, SEIU) WHERE THE INDIVIDUAL IS AN OFFICER OF BOTH NON PROFIT ORGANIZATIONS. 0 KEVIN MCCANN INDIVIDUAL IS A FUND TRUSTEE AND CONTROLLER OF THE CONTRACT ADMINISTRATOR TRANSACTION IS FOR PAYMENT OF $1,413,396 FOR NECESSARY ADMINISTRATIVE SERVICES AND IS BETWEEN THE ORGANIZATION AND A CONTRACT ADMINISTRATOR (LAUNDRY DISTRIBUTION & FOOD SERVICE JOINT BOARD, WORKERS UNITED, SEIU) WHERE THE INDIVIDUAL IS AN OFFICER OF BOTH NON PROFIT ORGANIZATIONS. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS SUBMITTED TO THE FUND CONTROLLER FOR REVIEW. THE CONTROLLER INITIATES AN INTERNAL REVIEW OF THE FORM 990. AFTER REVIEW CHANGES NEEDED ARE MADE, IF ANY, THE CONTROLLER WILL THEN PROVIDE COPIES OF THE FORM 990 TO EACH BOARD MEMBER AT A COMMITTEE MEETING AND REQUEST THAT THE RETURN IS REVIEWED AND ANY CHANGES NEEDED DISCUSSED AND AGREED UPON. SUCH CHANGE, IF ANY, ARE MADE AND THE RETURN IS APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B: QUESTIONS 15A AND 15B HAVE BEEN ANSWERED NO BECAUSE THE FUND DOES NOT HAVE ANY EMPLOYEES OR COMMITTEE MEMBERS WHO RECEIVE COMPENSATION. THEREFORE, A PROCESS FOR DETERMINING COMPENSATION IS NOT NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS SUBMITTED TO THE FUND CONTROLLER FOR REVIEW. THE CONTROLLER INITIATES AN INTERNAL REVIEW OF THE FORM 990. AFTER REVIEW CHANGES NEEDED ARE MADE, IF ANY, THE CONTROLLER WILL THEN PROVIDE COPIES OF THE FORM 990 TO EACH BOARD MEMBER AT A COMMITTEE MEETING AND REQUEST THAT THE RETURN IS REVIEWED AND ANY CHANGES NEEDED DISCUSSED AND AGREED UPON. SUCH CHANGE, IF ANY, ARE MADE AND THE RETURN IS APPROVED FOR FILING. FORM 990, PART XI, LINE 1: THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE ESTABLISHED FOR THE OVERSIGHT OF THE ANNUAL INDEPENDENT AUDIT PROCESS WHICH HAS BEEN IN EFFECT IN PRIOR YEARS