2011-11-15T09:13:23-06:00 2010-12-31 CALIBRE CPA GROUP PLLC 1850 K STREET NW WASHINGTON DC 20006 990 2010-01-01 200027580 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND UTIL 4435733634 6525 CENTURION DRIVE LANSING MI 48917 RICHARD MATA 4435733634 2011-11-15 1 CRAIG A STEVENS CPA 2023319880 2010 2016-03-07 17:11:31Z MICHAEL LANGFORD 6525 CENTURION DRIVE LANSING MI 48917 32051177 0 X N/A X 2003 DC SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 7 7 0 7 0 0 0 0 7345380 14669610 1550319 1896193 0 4530769 8895699 21096572 0 0 4917713 9572395 0 0 0 0 0 314187 411342 5231900 9983737 3663799 11112835 24131925 36029603 99114 333999 24032811 35695604 TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 0 0 1 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 0 1 2 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X BENEFIT ADMINISTRATION CORP INC 4104443750 6650 BELAIR ROAD BALTIMORE MD 21206 X GERALD POWERS 1.00 X 0 0 0 MICHAEL MCNALLY 1.00 X 0 0 0 MICHAEL LANGFORD 1.00 X 0 0 0 ROBERT MCKEAGE 1.00 X 0 0 0 J KEVIN BOOTH 1.00 X 0 0 0 RICH MATA 1.00 X 0 0 0 LEE ELLIS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 14339297 14339297 EMPLOYEE CONTRIBUTION 900009 330313 330313 14669610 1349908 1349908 11500890 10954605 546285 546285 546285 TRANSFER OF NET ASSETS 900099 4530769 4530769 4530769 21096572 19200379 0 1896193 9572395 100941 55776 27138 152098 25486 13901 8424 10649 0 16929 9983737 1685123 3383834 139597 146627 10524 12965 22134958 30019212 161723 2466965 24131925 36029603 48651 53730 50463 280269 99114 333999 X 24032811 35695604 24032811 35695604 24131925 36029603 X 11112835 549958 X X 0 1 1 X 0 0 ACCRUED INTEREST RECEIVABLE 172632 DUE FROM UWUA LOCAL 223 HEALTH & WELFARE TRUST FUND 2294333 2466965 PENDING PURCHASES OF SECURITIES 280269 280269 21096572 9983737 11112835 549958 549958 11662793 21494432 549958 -152098 397860 21096572 0 21096572 9831639 0 9831639 152098 152098 9983737 PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -152,098. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 152,098. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY WHICH FOLLOWS THE FIDUCIARY STANDARDS SET FORTH IN THE EMPLOYEE INCOME RETIREMENT AND SECURITY ACT OF 1974. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 549,958. FORM 990, PASRT XII, LINE 2C THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE AUDIT. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PEOPLES NATURAL GAS R 3612513 DOMINION TRANSMISSION INC R 2416475 UTILITY WORKERS OF AMERICA R 122632