2015-08-17T16:57:22-05:00 2014-12-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2014-01-01 720683822 Louisiana Carpenters Health Benefit Trust Fund LOUI 2259276068 8875 GREENWELL SPRINGS RD BATON ROUGE LA 70814 Jay Youngdahl Trustee 2259276068 2015-08-17 1 Kurt Needles P00850236 3034304225 2015-08-14 2014 2016-04-25 22:37:26Z Jay Youngdahl 8875 GREENWELL SPRINGS RD BATON ROUGE LA 70814 25455990 0 X N/A X 1969 LA This organization is an ERISA welfare plan that provides accidental, medical, surgical, life, dental, and prescription benefits to eligible participants and their dependents. The Fund also provides vacation benefits. 9 9 0 0 0 0 0 0 10020198 11297859 486352 1342798 174154 197915 10680704 12838572 0 0 8713297 9782131 415906 409136 0 0 0 1158347 1151429 10287550 11342696 393154 1495876 16540777 17445369 4772386 4724775 11768391 12720594 This organization is an ERISA welfare plan that provides accidental, medical, surgical, life, dental, and prescription benefits to eligible participants and their dependents. The Fund also provides vacation benefits. 0 0 This organization is an ERISA welfare plan that provides accidental, medical, surgical, life, dental, and prescription benefits to eligible participants and their dependents. The Fund also provides vacation benefits. 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 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 1 1 0 1 1 1 0 1 0 X Board of Trustees 2259276068 8875 Greenwell Springs Road Baton Rouge LA 70808 X Robert Boh Trustee 1.00 X 0 0 0 Ralph Lewing Trustee 1.00 X 0 0 0 Edward Gautreaux Trustee 1.00 X 0 0 0 John Edwards Trustee 1.00 X 0 0 0 William Firesheets II Trustee 1.00 X 0 0 0 Harold W Baur III Trustee 1.00 X 0 0 0 Jay Youngdahl Trustee 1.00 X 0 0 0 Mike O'Connor Trustee 1.00 X 0 0 0 Kevin Curley Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Blue Cross Blue Shield 5525 Reitz Ave Baton Rouge LA 70809 Administrative 746701 1 Employer Contributions 525100 8927460 8927460 Holiday Fund Contributions 525100 2168702 2168702 Employee Contributions 525100 201697 201697 11297859 623934 623934 13336282 12617418 718864 718864 718864 Admin Income - Pension 525100 97621 97621 Admin Income - Supp. Retirement 525100 73292 73292 Misc. 525100 27002 27002 197915 12838572 11495774 0 1342798 9782131 278445 62074 47256 21361 31397 46426 79834 842541 14651 44856 14400 5618 9759 2227 13686 Misc. 21289 Bills Reimbursement 16945 Plan Booklets 7800 11342696 15909 -15033 754075 1006430 801402 793605 5474 29110 24970 4374 4140 14965017 15650753 16540777 17445369 151066 156138 4621320 4568637 4772386 4724775 X 11768391 12720594 11768391 12720594 16540777 17445369 1495876 -543673 0 X 0 1 X 1 0 29110 24970 4140 4140 Claims Incurred but Not Reported 1283574 Estimated Future Benefits 2689186 Vacation Benefits Payable 511007 Claims Payable 84870 4568637 X 12294899 -543673 -543673 12838572 0 12838572 11449595 0 11449595 -106899 -106899 11342696 Part X, Line 2: The Internal Revenue Service has determined that the Plan is exempt from federal income tax under Internal Revenue Code Sec. 501(c) (9). The Plan has been amended since receiving a favorable determination letter. However, the Plan administrator and the Plan's tax counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Management evaluated the Plan's tax positions and concluded that the Plan had maintained its tax exempt status and had taken no uncertain tax positions that required adjustments to the financial statements. Therefore, they believe that the Plan was qualified and the related trust tax-exempt as of the financial statement date. Part XII, Line 4b - Other Adjustments: Change in claims incurred but not reported. Change in estimated future benefits. Form 990, Part VI, Section A, line 3 Several third party administrators have been retained by the Board of Trustees to handle the administrative duties of the fund. Those duties include paying Health, Dental, and Prescription Health insurance benefits, processing investment transactions and reports, and valuing investment assets. Form 990, Part VI, Section A, line 6 The eligible members of this organization are those eligible members who are covered by the collective bargaining agreement in force between the representated carpenter unions in Louisiana and the participant employers who employ those members. The organization is operated by a Board of Trustees who are members of the organization authorized to operate this multi-employer plan. Form 990, Part VI, Section A, line 7a The governing body is a Board of Trustees who operate this multiemployer Plan pursuant to the structures of ERISA and the Taft Hartley Act. The Trust Agreement by virtue of which the organization was created and operates provides for appointment of Employer Trustee by current Employer Trustee, and Union Trustees by various Carpenter Union Organizations. Form 990, Part VI, Section B, line 11 A certified public accounting firm is retained to prepare the annual IRS Form 990. The CPA firm provides a copy of the completed form to the chairman and secretary of the Board of Trustees for their review and approval. A copy of the tax return was provided to the Fund Administrator and to Fund legal counsel for their review. Form 990, Part VI, Section B, line 12c Board of Trustees meets quarterly to address policy issues, plan of benefit changes, investment policy review and policy decisions, appeal of benefits, review of employer contribution reports and delinquencies, legal counsel report and fund administrator report. Form 990, Part VI, Section B, line 15b All employee salaries are deliberated upon by the trustees of the fund. Form 990, Part VI, Section C, line 19 Documents are available upon request. Louisiana Carpenters Pension Fund 8875 Greenwell Springs Rd Baton Rouge LA 70814 510163535 LA N/A 1 Louisiana Carpenters Supplemental Retirement Plan 8875 Greenwell Springs Rd Baton Rouge LA 70814 721215190 LA N/A 1 Central South Carpenters Regional Council Training Fund of Louisiana 2850 Massachusetts Ave New Orleans LA 70003 720573372 LA N/A 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 Louisiana Carpenters Pension Fund K 14400 Fair Value Louisiana Carpenters Pension Fund P 16945 Cost