2014-08-15T12:38:47-05:00 2013-12-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 220 Broomfield CO 80021 990 2013-01-01 720683822 Louisiana Carpenters Regional Council Health Benefit Trust Fund LOUI 2259276068 8875 GREENWELL SPRINGS RD BATON ROUGE LA 70814 Trustee Trustee 2259276068 2014-08-15 1 Kurt Needles P00850236 3034304225 2014-08-15 2013 2016-03-07 17:11:31Z 8875 GREENWELL SPRINGS RD BATON ROUGE LA 70814 19287493 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. 9 9 6 0 0 0 0 0 8168623 10020198 292968 486352 2468557 174154 10930148 10680704 0 0 8495922 8713297 397207 415906 0 0 0 1309968 1158347 10203097 10287550 727051 393154 16398681 16540777 5233155 4772386 11165526 11768391 This organization is a ERISA Welfare Plan that provides accident, medical, surgical, life, dental, prescription benefits to eligible participants and their dependents. 0 0 6867368 Benefits paid. 2132726 Holiday fund disbursement and change in holiday fund liability. -286797 Change in claims incurred but not report and eligibility obligation. 8713297 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 5 0 1 6 1 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 0 0 0 0 0 0 0 Blue Cross Blue Shield 5525 Reitz Ave Baton Rouge LA 70809 Administrative 728889 1 Employer Contributions 525100 7642005 7642005 Holiday Fund Contributions 525100 2137454 2137454 Employee Contributions 525100 240739 240739 10020198 345092 345092 8748049 8606789 141260 141260 141260 Admin Income - Pension 525100 95676 95676 Admin Income - Supp. Retirement 525100 73507 73507 Misc. 525100 4971 4971 174154 10680704 10539444 0 141260 8713297 8713297 303902 303902 91908 91908 20096 20096 35178 35178 60142 60142 80809 80809 856910 856910 8851 8851 50811 50811 14400 14400 225 225 2040 2040 875 875 15950 15950 Bills Reimbursement 15581 15581 HEALTH & SAFETY:Basic P 7669 7669 HEALTH & SAFETY:TWIC CA 6672 6672 Misc. 2234 2234 10287550 8713297 1574253 0 4664 15909 824308 754075 931042 801402 30126 25752 0 4374 14638667 14965017 16398681 16540777 249734 151066 4983421 4621320 5233155 4772386 X 11165526 11768391 11165526 11768391 16398681 16540777 393154 209711 0 X 0 1 X 1 0 30126 25752 4374 4374 Claims Incurred but Not Reported 1508531 Estimated Future Benefits 2630830 Vacation Benefits Payable 413814 Claims Payable 68145 4621320 X 10890415 209711 209711 10680704 0 10680704 10574347 0 10574347 -286797 -286797 10287550 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 reequest. Louisiana Carpenters Pension Fund 8875 Greenwell Springs Rd Baton Rouge LA 70814 510163535 LA N/A 1 LCRC Supplemental Retirement Fund 8875 Greenwell Springs Rd Baton Rouge LA 70814 721215190 LA N/A 1 LCRC Training Trust Fund 8875 Greenwell Springs Rd Baton Rouge LA 70814 720703997 LA N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0