2013-03-15T09:39:13-05:00 2012-07-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 220 Broomfield CO 80021 990 2011-08-01 720506999 Iron Workers Welfare Fund IRON 5048311544 2540 Severn Ave Metairie LA 70001 Philip S Dozier 5048311544 2013-03-14 1 Kurt Needles P00850236 3034304225 2011 2016-02-25 16:41:14Z Philip S Dozier 2540 Severn Ave Metairie LA 70001 9832849 0 X N/A X Health Plan 1958 The organization provides health, dental and death benefits. 7 0 0 0 0 0 0 0 3112063 3420980 222659 248086 85049 24722 3419771 3693788 0 0 1955809 2291402 0 0 0 0 0 533349 549458 2489158 2840860 930613 852928 8866701 9751826 1381468 1494640 7485233 8257186 The organization provides health, dental and death benefits. 0 0 2177458 Health, dental and death benefits covering employees eligible for coverage under the Plan; additionally, health and dental benefits to eligible dependents. 116339 Change in hour bank liability. -2395 Change in liabilities for claims incurred but not reported. 2291402 0 0 0 0 0 0 0 0 0 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X Board of Trustees - Iron Workers Welfare Fund 5048311544 2450 Severn Ave Metairie LA 70001 X Herman Adams 1.00 X 0 0 0 Mike O'Connor 1.00 X 0 0 0 Donald Denese 1.00 X 0 0 0 Philip Dozier 1.00 X 0 0 0 Richard Maples 1.00 X 0 0 0 Scott Murphy 1.00 X 0 0 0 James L Savell Jr 1.00 X 0 0 0 0 0 0 0 0 0 0 Zenith American Solutions 2450 Severn Ave Metairie LA 70001 Administrative 136941 1 Total Employer Contrib 525100 3546466 3546466 Reciprocity In Contrib 525100 232822 232822 Self Pay Contributions 525100 86281 86281 Reciprocity Out 525100 -444589 -444589 3420980 240637 240637 6146510 6139061 7449 7449 7449 Other Income 525100 8512 8512 COBRA Subsidy 525100 8152 8152 Subrogation 525100 6200 6200 1858 1858 24722 3693788 3453151 0 240637 2291402 2291402 136941 136941 59023 59023 25034 25034 14177 14177 52143 52143 31888 31888 229 229 9052 9052 PPO Fees 88733 88733 CIGNA Repricing Fees 48705 48705 CIGNA Savings Program 39348 39348 Hosp Review & Case Mgmt 22724 22724 21461 21461 2840860 2291402 549458 0 838142 790917 384991 432334 7643568 8528575 8866701 9751826 59640 58868 1321828 1435772 1381468 1494640 X 7485233 7485233 7485233 8257186 8866701 9751826 X 852928 -80975 X 0 1 1 X 0 0 Claims Payable 79300 Hour Bank Liability 1133167 Claims Incurred Liability 223305 1435772 3693788 2840860 852928 -80975 -80975 771953 3612813 -80975 -80975 3693788 0 3693788 2726916 -113944 -113944 2840860 0 2840860 Description of Uncertain Tax Positions Under FIN 48: Part X: 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 legal tax counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, they believe that the Plan was qualified and the related trust tax-exempt as of the financial statement date. The Funds review and evaluation tax positions and determine whether or not there are uncertain tax positions that require financial statement recognition. Based on this review, no reserves for uncertain tax positions were required to have been recorded for the years ended July 31, 2012 and 2011. Change in IBNR of ($2,395). Change in Hour Bank of $116,339. Form 990, Part VI, Section B, line 11 The Form 990 was provided to the Board of Trustees for their review. Form 990, Part VI, Section B, line 12c Trustees review this yearly at trustee meetings. Form 990, Part VI, Section C, line 19 All governing documents are available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -80,975. Iron Workers Local Union 58 3035 Paris Avenue New Orleans LA 70119 LA N/A 0 Mid-South Iron Workers Pension 2450 Severn Avenue STE 305 Metairie LA 70001 LA N/A 0 Direct Contribution Plans 2450 Severn Avenue STE 305 Metairie LA 70001 LA N/A 0 Iron Workers Local Union 623 6153 Airline Hwy Baton Rouge LA 70805 LA N/A 0 Iron Workers Local Union 469 1231 Morson Road Jackson MS 39209 MS N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0