2025-11-26T12:02:15-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE ST STE 310 CHICAGO IL 60606 990 2024-01-01 200027580 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND UTIL 9528540795 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 PATRICK DILLON TRUSTEE 9528540795 2025-11-21 1 1 ANDY HEIN P00499757 3126550037 2025-11-26 2024 2025-03-06 01:10:19Z X PATRICK DILLON 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 37652534 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. 10 2 0 0 0 0 0 0 29828116 29041167 8616742 4503546 963782 1315042 39408640 34859755 0 0 22831273 25471938 0 0 0 0 0 1185849 1663951 24017122 27135889 15391518 7723866 171289299 188190500 51914 268526 171237385 187921974 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 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 10 2 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 LEE ELLIS EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL COLEMAN UNION TRUSTEE 1.00 60.00 X 0 300237 77903 SHAWN GARVEY UNION TRUSTEE 1.00 40.00 X 0 188989 67064 MICHAEL SALLACH UNION TRUSTEE 1.00 X 0 0 0 PATRICK DILLON UNION TRUSTEE 1.00 60.00 X 0 298124 91687 DEBBIE SYCK UNION TRUSTEE 1.00 X 0 0 0 TINA HAYES EMPLOYER TRUSTEE 1.00 X 0 0 0 CAMILLA MADISON-WILSON EMPLOYER TRUSTEE 1.00 X 0 0 0 AARON MARTIN EMPLOYER TRUSTEE 1.00 X 0 0 0 0 787350 236654 0 0 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE BLVD DETROIT MI 48226 CLAIMS PROCESSING 738250 WILSON MCSHANE CORPORATION 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 ADMINISTRATION 237204 SEGAL 1800 M STREET NW SUITE 900 S WASHINGTON DC 200365880 CONSULTING 116938 3 EMPLOYER CONTRIBUTIONS 900099 28959668 28959668 EMPLOYEE CONTRIBUTIONS 900099 81499 81499 29041167 3620994 3620994 3675331 2792779 882552 882552 882552 PRESCRIPTION REBATES 900099 770209 770209 STOP LOSS INS REIMB 900099 544833 544833 1315042 34859755 30356209 0 4503546 25471938 303343 70701 38021 182990 896447 98468 35051 PCORI FEES 31405 DUES AND SUBSCRIPTIONS 7525 27135889 2597742 1471065 111322 124114 2360039 2221485 73056 100610 60773379 65736253 105373761 118536973 171289299 188190500 51914 268526 51914 268526 X 171237385 187921974 171237385 187921974 171289299 188190500 7723866 8960723 0 X X 0 1 X 1 0 0 AMERICAN CORE REALTY FUND, LP 8546154 F ULLICO INFRASTRUCTURE TAX-EXEMPT FUND, LP 9317453 F NHIT CORE PLUS FIXED INCOME TRUST 33155794 F BNY MELLON CF SL ACWI EX US FUND 9052107 F BNY MELLON AFL CIO CF SL BROAD MARKET STOCK INDEX FUND 39467836 F PARAMETRIC DEFENSIVE EQUITY FUND LLC 18997629 F 118536973 X 42322446 8960723 8960723 33361723 182990 1315042 1498032 34859755 25637857 -1315042 -1315042 26952899 182990 182990 27135889 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, 2024 AND 2023, 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, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATES 770,209. STOP LOSS INS REIMB 544,833. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRESCRIPTION REBATES -770,209. STOP LOSS INS REIMB -544,833. 0 0 0 PATRICK DILLON UNION TRUSTEE 0 293077 0 0 0 5047 0 55129 0 36558 0 389811 0 0 MICHAEL COLEMAN UNION TRUSTEE 0 292937 0 0 0 7300 0 55129 0 22774 0 378140 0 0 SHAWN GARVEY UNION TRUSTEE 0 188989 0 0 0 0 0 34510 0 32554 0 256053 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP." THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY THE BOARD OF TRUSTEES WITH REPRESENTATIVES FROM THE UNION AND EMPLOYER(S), WHICH HAVE AN EQUAL NUMBER OF VOTES IN ANY ACTION TAKEN BY THE BOARD OF TRUSTEES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS ADMINISTERED BY A BOARD OF TEN TRUSTEES. FIVE TRUSTEES ARE APPOINTED BY THE UNION AND FIVE TRUSTEES ARE ELECTED AMOUNG CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B 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, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE AUDIT. FORM 990, B AMENDED RETURN THE RETURN HAS BEEN AMENDED TO CORRECT AMOUNTS PREVIOUSLY REPORTED FOR CASH - NON-INTEREST BEARING PART X 1, ACCOUNTS RECEIVABLE - NET PART X 4, AND PROGRAM SERVICE REVENUE PART VIII 2A AND 2B. UTILITY WORKERS UNION OF AMERICA 815 16TH STREET NW WASHINGTON DC 20006 530183102 PARTICIPATING EMPLOYER DC 501(C)(5) 0 MICHIGAN STATE UTILITY WORKERS COUNCIL 4815 LANSING RD CHARLOTTE MI 48813 380830708 PARTICIPATING EMPLOYER MI 501(C)(5) 0 UWUA POWER FOR AMERICA TRAINING TRUST 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 800382990 PARTICCIPATING EMPLOYER MI 501(C)(3) 0 CALPINE 717 TEXAS AVE STE 1000 HOUSTON TX 77002 PARTICIPATING EMPLOYER 0 CONSTELLATION MYSTIC POWER 10 S DEARBORN STREET 50TH FLOOR CHICAGO IL 60603 PARTICIPATING EMPLOYER 0 DOMINION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 DTE ENERGY CO ONE ENERGY PLAZA DETRIOT MI 48226 PARTICIPATING EMPLOYER 0 AMERICAN WATER WORKS SERVICE COMPANY 1025 LAUREL OAK ROAD VORHEES NJ 08043 PARTICIPATING EMPLOYER 0 NPL CONSTRUCTION 19820 NORTH 7TH AVE STE 120 PHOENIX AZ 85027 PARTICIPATING EMPLOYER 0 PACIFICORP 825 NE MULTNOMAH STREET PORTLAND OR 97232 PARTICIPATING EMPLOYER 0 TRANSMISSION MAINTENANCE CONSTRUCTION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 UTILITY LINES CONSTRUCTION 780 BLAIR MILL ROAD WILLOW GROVE PA 19090 PARTICIPATING EMPLOYER 0 IHI POWER SERVICES CORP 85 ENTERPRISE SUTE 400 ALISO VIEJO CA 92656 PARTICIPATING EMPLOYER 0 VICINITY ENERGY 100 FRANKLIN STREET 2ND FLOOR BOSTON MA 02110 PARTICIPATING EMPLOYER 0 ENERGY HARBOR 168 E MARKET ST AKRON OH 44308 PARTICIPATING EMPLOYER 0 AQUA AMERICAN 762 WEST LANCASTER AVE BRYN MAWR PA 19010 PARTICIPATING EMPLOYER 0 LIBERTIES UTILITY CORPORATION 11 NORTHEASTERN BLVD SALEM NH 03079 PARTICIPATING EMPLOYER 0 NAES CORPORATION 1180 NW MAPLE ST SUITE 200 ISSAQUAH WA 98027 PARTICIPATING EMPLOYER 0 MIDAMERICAN ENERGY COMPANY PO BOX 657 DES MOINES IA 50306 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1