UBC HEALTHCARE TRUST FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UBC HEALTHCARE TRUST FUND (EIN 23-7331128)
Tax period: 2010-02-01 to 2011-01-31
Filed: 2011-09-30
IRS object ID: 201112739349300906
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-09-30T13:36:45-05:00	Timestamp
Tax Period End Date	2011-01-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	L M HENDERSON & COMPANY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 E 96TH ST STE 200	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46240	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-02-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237331128	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS INDUSTRIAL COUNCIL TRUST	BusinessNameLine1
Business Name Line2	FUND	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	CARP	NameControl
Phone	8778295500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	602 VIRGINIA STREET EAST	AddressLine1
City	CHARLESTON	City
State	WV	State
ZIP Code	25301	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STEVE HERRING	Name
Title	CHAIRMAN	Title
Phone	8778295500	Phone
Date Signed	2011-09-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES J CLINE	Name
Phone	3175661000	Phone
Date Prepared	2011-09-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	STEVE HERRING	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	602 VIRGINIA STREET EAST	AddressLine1
City	CHARLESTON	City
State	WV	State
ZIP Code	25301	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	83892269	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	N/A	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1972	YearFormation
State Legal Domicile	TN	StateLegalDomicile
Activity Or Mission Description	PROVIDING HEALTH AND WELFARE BENEFITS	ActivityOrMissionDescription
Nbr Voting Members Governing Body	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	22431382	ProgramServiceRevenuePriorYear
Program Service Revenue CY	18025565	ProgramServiceRevenueCY
Investment Income Prior Year	1167274	InvestmentIncomePriorYear
Investment Income Current Year	1657676	InvestmentIncomeCurrentYear
Other Revenue Prior Year	10753	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	23609409	TotalRevenuePriorYear
Total Revenue Current Year	19683241	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	17297267	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	15763056	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2299274	OtherExpensePriorYear
Other Expenses Current Year	1998963	OtherExpensesCurrentYear
Total Expenses Prior Year	19596541	TotalExpensesPriorYear
Total Expenses Current Year	17762019	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4012868	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1921222	RevenuesLessExpensesCY
Total Assets BOY	30038407	TotalAssetsBOY
Total Assets EOY	32362483	TotalAssetsEOY
Total Liabilities BOY	6644639	TotalLiabilitiesBOY
Total Liabilities EOY	5820841	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	23393768	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	26541642	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDING HEALTH AND WELFARE BENEFITS	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES.	Description
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	347	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	6	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	true	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	WELLS FARGO TPA	NamePerson
Telephone Number	8003324732	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	602 VIRGINIA STREET EAST	AddressLine1
City	CHARLESTON	City
State	WV	State
ZIP Code	25301	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
STEVE HERRING
CHAIRMAN	12.00	X	X	0	0	0
CARL YOUNG
SECRETARY	1.20	X	X	0	0	0
LARRY WYATT
TRUSTEE	1.00	X		0	0	0
MIKE PIETI
TRUSTEE	2.00	X		0	0	0
CLOVIS YOUNG
TRUSTEE	1.50	X		0	0	0
BROOKS BURTON
TRUSTEE	0.40	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
ANTHEM INSURANCE COMPANIES INC
220 VIRGINIA STREET	INDIANAPOLIS	IN	46204	CLAIM PROCESSIN	1256687
WELLS FARGO TPA
602 VIRGINIA ST EAST	CHARLESTON	WV	25301	GENERAL PLAN AD	341020

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	525100	17382361	17382361
EMPLOYEE CONTRIBUTIONS	525100	323319	323319
COBRA SUBSIDY REIMBURSEMENT	525100	319885	319885

Field	Value	IRS element (for citing)
Total Program Service Revenue	18025565	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	910342	TotalRevenueColumn
Related Or Exempt Function Income	910342	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	64956362	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	64209028	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	747334	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	747334	TotalRevenueColumn
Related Or Exempt Function Income	747334	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	19683241	TotalRevenueColumn
Related Or Exempt Function Income	19683241	RelatedOrExemptFunctionIncome

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	15763056	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	91029	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	41942	Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal
ADMINISTRATION FEES	1611314
BANK & INVESTMENT FEES	171700
FIDUCIARY INSURANCE	41903
TRUSTEE MEETINGS	33466
MISCELLANEOUS	7609

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	17762019	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1795354	BOY
EOY	2826473	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1128134	BOY
EOY	667373	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	8256	BOY
EOY	17029	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	27106663	BOY
EOY	28851608	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	30038407	BOY
EOY	32362483	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	75672	BOY
EOY	52740	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	6568967	BOY
EOY	5768101	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	6644639	BOY
EOY	5820841	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	23393768	BOY
EOY	26541642	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	23393768	BOY
EOY	26541642	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	30038407	BOY
EOY	32362483	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1921222	ReconcilationRevenueExpenses
Reconcilation Other Changes	1226652	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
U.S. GOV'T/MORTGAGE-BACKED SEC.	14382831	F
CORPORATE & FOREIGN BONDS	7617704	F
PREFERRED & COMMON STOCK	3520353	F
MUTUAL FUNDS	3330720	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	28851608	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
BENEFIT OBLIGATION	$5,704,863
CHECKS WRITTEN IN EXCESS OF AVAILABL	$63,238

Field	Value	IRS element (for citing)
Total Of Amounts	5768101	TotalOfAmounts
Total Revenue	19683241	TotalRevenue
Total Expenses	17762019	TotalExpenses
Excess Or Deficit For Year	1921222	ExcessOrDeficitForYear
Net Unrealized GL On Investments	409601	NetUnrealizedGLOnInvestments
Other	$817,051	OtherAmount
Total Adjustments	1226652	TotalAdjustments
Excess Or Deficit Per FS	3147874	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	19921142	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	409601	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	409601	RevenueNotRptdF990
Revenue Subtotal	19511541	RevenueSubtotal
Investment Expenses Not Included	171700	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	171700	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	19683241	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	16773268	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	16773268	ExpensesSubtotal
Investment Expenses Not Included2	171700	InvestmentExpensesNotIncluded2
Other Expenses Not Included	817051	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	988751	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	17762019	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	THE FUND'S TRUSTEES AND LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2011, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE TAX YEARS PRIOR TO 2007.
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION 817,051
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 4B	CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION 817,051

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ADDITIONAL INFORMATION	FORM 990, PART VI	SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. SECTION C, LINE 18: THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO MAKING ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION.
MANAGEMENT DELEGATED	FORM 990, PAGE 6, PART VI, LINE 3	THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO WELLS FARGO THIRD PARTY ADMINISTRATORS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION: 817,051 NET CHANGE IN UNREALIZED APPRECIATION IN FAIR VALUE OF INVESTMENTS: 409,601 TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: 1,226,652

Schedule R IRS990ScheduleR

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	GEORGIA-PACIFIC WOOD PRODUCTS LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	133 PEACHTREE STREET NE	AddressLine1
City	ATLANTA	City
State	GA	State
ZIP Code	30303	ZIPCode

Field	Value	IRS element (for citing)
EIN	562306364	EIN
Primary Activity	MANUFACTUR	PrimaryActivity
Legal Domicile State	DE	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity
WEYERHAEUSER NR COMPANY
33663 WEYERHAEUSER WAY SOUTH	FEDERAL WAY	WA	98003	263481257	MANUFACTUR	WA	N/A	C CORP
ARMSTRONG WORLD INDUSTRIES INC
2500 COLUMBIA AVENUE	LANCASTER	PA	17603	230366390	MANUFACTUR	PA	N/A	C CORP
OVERHEAD DOOR CORPORATION
2501 S STATE HWY 121 STE 200	LEWISVILLE	TX	75067	350564120	MANUFACTUR	IN	N/A	C CORP

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg