2012-11-14T18:28:34-06:00 2011-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WE BETHESDA MD 20814 990 2011-01-01 386847980 AFL-CIO HEALTH & WELFARE TRUST AFL- 2026375250 815 16TH STREET NW WASHINGTON DC 20006 TIMOTHY GRAY 2026375250 2012-08-03 1 SCOTT E HALLBERG P01081188 2023319880 2011 2016-02-24 21:20:13Z TIMOTHY GRAY 815 16TH STREET NW WASHINGTON DC 20006 31537419 0 X N/A X 2007 DC SEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. 6 0 0 0 0 0 0 0 29193394 31410876 6540 126543 0 0 29199934 31537419 0 0 23096705 31711388 0 0 0 0 0 706786 637222 23803491 32348610 5396443 -811191 9695626 8748519 566020 428017 9129606 8320502 THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. 0 0 PROVIDED MEDICAL, DENTAL, HEARING, VISION,LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 1 4 0 1 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BARBARA B FILSON 8592261783 333 WEST VINE STREET SUITE 500 LEXINGTON KY 40507 SHARI CANNON 1.00 X 0 118418 50643 SAMANTHA CONNOLLY 1.00 X 0 113270 57770 TIM GRAY 1.00 X 0 118418 59167 MICHAEL NOONAN 1.00 X 0 113964 53988 SUJATHA BLACKSTONE 1.00 X 0 65120 44699 MACK HARRELL JR 1.00 X 0 59814 43273 0 589004 309540 0 0 1 0 SEGAL ONE PARK AVENUE 8TH FLOOR MANHATTAN NY 100165895 ACTUARY 310260 UMR 333 WEST VINE STREET SUITE 500 LEXINGTON KY 40507 ADMINISTRATOR 227596 2 EMPLOYER CONTRIBUTIONS 900099 30314327 30314327 MEDICARE REIMBURSEMENT 900099 749181 749181 EARLY RETIREE REINSURA 900099 326351 326351 EMPLOYEE CONTRIBUTIONS 900099 21017 21017 31410876 126543 126543 31537419 31410876 0 126543 31711388 29227 25300 331272 4398 179 6709 ADMINISTRATIVE FEES 227596 BANK FEES 12541 32348610 7516046 312013 2173999 1164343 5581 5424 7266739 9695626 8748519 247926 62355 318094 365662 566020 428017 X 9129606 8320502 9129606 8320502 9695626 8748519 X -811191 2087 X X 0 1 1 X 0 0 31537419 32348610 -811191 2087 2087 -809104 31539506 2087 2087 31537419 0 31537419 32348610 0 32348610 0 32348610 0 0 0 SHARI CANNON 0 118418 0 0 0 0 0 30789 0 19854 0 169061 0 0 SAMANTHA CONNOLLY 0 113270 0 0 0 0 0 29450 0 28320 0 171040 0 0 TIM GRAY 0 118418 0 0 0 0 0 30789 0 28378 0 177585 0 0 MICHAEL NOONAN 0 113964 0 0 0 0 0 29631 0 24357 0 167952 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE PLAN'S AUDITING FIRM. IT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,087. ANNUAL AUDIT PROCESS FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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PUBLIC EMPLOYEES DEPARTMENT 815 16TH STREET NW WASHINGTON DC 20006 521008557 LABOR ORGANIZATION DC 501(C)(5) 0 UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530025759 PROMOTE UNION-MADE GOODS & SERVICES DC 501(C)(5) 0 UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS 1660 L STREET NW STE 800 WASHINGTON DC 20036 530260605 LABOR ORGANIZATION DC 501(C)(5) 0 UTILITY WORKERS UNION OF AMERICA 888 16TH ST NW STE 550 WASHINGTON DC 20006 530183102 LABOR ORGANIZATION VA 501(C)(5) 0 INTL LABOR COMMUNICATIONS ASSN 1628 N MAYWOOD ST SAINT PAUL MN 55117 530232074 LABOR ORGANIZATION DC 501(C)(5) 0 ORGANIZING INSTITUTE APPRENTICES 815 16TH ST NW WASHINGTON DC 20006 530228172 LABOR ORGANIZATION DC 501(C)(5) 0 INT'L ASSN OF BRIDGE STRUCTURAL ORNAMENTATION AND REINFORCING IRON WORKERS 1750 NEW YORK AVE NW STE 400 WASHINGTON DC 20006 430337330 LABOR ORGANIZATION DC 501(C)(5) 0 INT'L ASSOCIATION OF FIRE FIGHTERS (RETIREES) 1750 NEW YORK AVE WASHINGTON DC 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