2014-09-29T15:15:27-05:00 2013-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1000 HOUSTON TX 77056 990 2013-01-01 746075997 TEXAS CARPENTERS AND MILLWRIGHTS HEALTH & WELFARE FUND TEXA 4056822323 1300 SOUTH MERIDIAN SUITE 200 OKLAHOMA CITY OK 731081751 PAUL OLIVER EMPLOYER TRUSTEE 4056822323 2014-09-19 1 KEVIN E BIENVENU CPA P00079403 7136222310 2013 2015-11-30 17:44:51Z PAUL OLIVER 1300 SOUTH MERIDIAN 200 OKLAHOMA CITY OK 731081751 20983968 0 X N/A X 1960 TX TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 14 14 0 0 0 0 0 0 16618986 15985096 776483 1202931 1441330 -23073 18836799 17164954 0 0 13564589 13778397 0 0 0 0 0 135861 637701 13700450 14416098 5136349 2748856 23247723 25819598 9392773 9215792 13854950 16603806 PROVISION OF HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 14416098 17164954 PROVISION OF HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 14416098 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 4056822323 1300 SOUTH MERIDIAN SUITE 200 OKLAHOMA CITY OK 731081751 X JASON ENGLES SECRETARY 2.00 X 0 0 0 JAMES SCHWINKEN EMPLOYER TRUSTEE 2.00 X 0 0 0 MARCO VARGAS UNION TRUSTEE 2.00 X 0 0 0 DAVID BONDS UNION TRUSTEE 2.00 X 0 0 0 MICHAEL BREDA EMPLOYER TRUSTEE 2.00 X 0 0 0 STEVE LUEBBEHUSE EMPLOYER TRUSTEE 2.00 X 0 0 0 RICHARD TRAVIS EMPLOYER TRUSTEE 2.00 X 0 0 0 MIKE HINES UNION TRUSTEE 2.00 X 0 0 0 DAVID WETMORE UNION TRUSTEE 2.00 X 0 0 0 KENNETH FONTENOR UNION TRUSTEE 2.00 X 0 0 0 PAT KILEY EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL OLIVER CHAIRMAN 2.00 X 0 0 0 JOHN HANKS EMPLOYER TRUSTEE 2.00 X 0 0 0 DONNIE HOOPER UNION TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 2425 WEST LOOP SOUTH 1000 HOUSTON TX 77027 CLAIMS PROCESSING 746016 ZENITH ADMINISTRATORS 9555 W SAM HOUSTON PKWY 400 HOUSTON TX 77099 ADMINISTRATION 443171 2 EMPLOYER CONTRIBUTIONS 900099 15596561 15596561 PARTICIPANT CONTRIBUTIONS 900099 388535 388535 15985096 807945 807945 4214000 3819014 394986 394986 394986 OTHER INCOME 900099 78257 78257 UNREALIZED GAINS 900099 -101330 -101330 -23073 17164954 17164954 0 0 13778397 13778397 61233 61233 34993 34993 66845 66845 ADMINISTRATION FEES 443171 443171 OTHER 153823 153823 CONSULTING FEES 21900 21900 CLAIMS LIABILITY ESTIMA -144264 -144264 14416098 14416098 0 0 439775 1326328 1149802 1194457 21658146 23298813 23247723 25819598 1222434 1189717 8170339 8026075 9392773 9215792 X 0 0 0 0 0 0 13854950 16603806 23247723 25819598 2748856 0 X X 0 1 X 1 0 0 CLAIMS IBNR 2149705 BANK LIABILITY 5876370 8026075 17164954 0 17164954 0 17164954 14416098 0 14416098 0 14416098 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO IT BEING SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS SIGNED BY ALL TRUSTEES & INTERESTED PARTIES. MONITORING AND ENFORCEMENT IS AN ONGOING PROCESS REVIEWED AT ALL BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IS AVAILABLE FOR PUBLIC INSPECTION THROUGH THE AGENCY OR WRITTEN REQUESTS TO THE BOARD OF TRUSTEES. FORM 990, PART XI, LINE 2C THE COMMITEE DID NOT CHANGE ITS OVERSIGHT PROCESS DURING THE TAX YEAR.