2014-05-15T10:40:54-05:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 526397805 BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND BRIC 2027833788 620 F STREET NW WASHINGTON DC 20004 HENRY F KRAMER TRUSTEE 2027833788 2014-05-19 1 JOANN WOODSON P01293745 2023319880 2013 2015-11-30 17:44:51Z HENRY F KRAMER 620 F STREET NW WASHINGTON DC 20004 11643670 0 X WWW.IPFWEB.ORG X 1988 DC PROVIDE HEALTH AND WELFARE BENEFITS. 9 9 0 0 0 0 0 0 9850153 10283628 568512 350727 0 0 10418665 10634355 0 0 10737474 9273196 0 0 0 0 0 1332083 1283148 12069557 10556344 -1650892 78011 18718919 18388192 263137 202581 18455782 18185611 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 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 4 0 1 0 0 1 CA 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 JENNIFER PENOSO 2027833788 620 F STREET NW WASHINGTON DC 20004 X EUGENE GEORGE TRUSTEE 1.00 X 0 0 0 JAMES BOLAND TRUSTEE 1.00 X 0 0 0 GREGORY HESS TRUSTEE 1.00 X 0 0 0 MATTHEW AQUILINE TRUSTEE 1.00 X 0 0 0 HENRY F KRAMER TRUSTEE 1.00 X 0 0 0 GERALD SCARANO TRUSTEE 1.00 X 0 0 0 ROBERT HOOVER TRUSTEE 1.00 X 0 0 0 TIM DRISCOLL TRUSTEE 1.00 X 0 0 0 FRED KINATEDER TRUSTEE 1.00 X 0 0 0 ROBIN DONOVICK EXECUTIVE DIRECTOR 15.00 X 0 0 0 0 0 0 0 0 0 0 UNITED HEALTHCARE 5901 LINCOLN DRIVE EDINA MN 55436 CLAIMS PROCESSING 481452 1 EMPLOYER CONTRIB. 900099 8776725 8776725 EMPLOYEE CONTRIB. 900099 1506903 1506903 10283628 360042 360042 1000000 1009315 -9315 -9315 -9315 10634355 10283628 0 350727 9273196 40000 40000 123642 63601 828 15207 7249 ADMINISTRATIVE EXP 501828 CLAIMS PROCESSING FEES 490793 10556344 88196 -10516 1151562 1039231 951712 1191822 18232 5897 16509217 16161758 18718919 18388192 107089 50419 40775 28358 115273 123804 263137 202581 X 18455782 18185611 18455782 18185611 18718919 18388192 78011 -348182 0 X X 0 1 X 1 0 0 DUE TO RELATED ORGANIZATIONS 123804 123804 10286173 -348182 -348182 10634355 0 10634355 10556344 0 10556344 0 10556344 FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C SECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021, AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006 THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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