2024-11-12T12:03:50-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 746075997 GULF COAST CARPENTERS AND MILLWRIGHTS HEALTH PLAN GULF 8008314914 2001 CALDWELL DR GOODLETSVILLE TN 37072 KAVIN GRIFFIN CHAIRMAN 8008314914 2024-11-12 1 1 ERIN CRANMER P01712644 2023319880 2024-11-04 2023 2024-10-15 13:58:12Z KAVIN GRIFFIN 2001 CALDWELL DR GOODLETSVILLE TN 37072 213750337 0 X N/A X 2019 TN TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 14 0 0 0 0 0 0 0 34837529 36023289 736006 1122658 41025 28463833 35614560 65609780 0 0 27233019 31616102 0 0 0 0 0 1150467 1162971 28383486 32779073 7231074 32830707 69490499 108584176 2408196 2882429 67082303 105701747 TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 1 156 0 1 0 0 0 0 0 0 0 0 0 X 14 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 8008314914 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X KAVIN GRIFFIN CHAIRMAN - UNION TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 JASON ENGELS CHAIRMAN - UNION TRUSTEE (UNTIL JULY 2023) 1.00 X 0 0 0 THOMAS BROWN UNION TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 JOHN ROBERTS UNION TRUSTEE 1.00 X 0 0 0 BEAU SERPAS UNION TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 MARTI GARZA UNION TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 MIKE HINES UNION TRUSTEE (UNTIL NOVEMBER 2023) 1.00 X 0 0 0 WAYNE JENNINGS TRUSTEE (UNTIL NOVEMBER 2023) 1.00 X 0 0 0 MONTE THOMPSON UNION TRUSTEE (SINCE NOVEMBER 2023) 1.00 X 0 0 0 JAMES ROWLAND UNION TRUSTEE (UNTIL NOVEMBER 2023) 1.00 X 0 0 0 BILL WARREN SECRETARY - EMPLOYER TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 MIKE O'CONNOR SECRETARY - EMPLOYER TRUSTEE (UNTIL JULY 2023) 1.00 X 0 0 0 HAROLD BAUR III EMPLOYER TRUSTEE 1.00 X 0 0 0 MARTHA HENRICKSON EMPLOYER TRUSTEE (SINCE NOVEMBER 2023) 1.00 X 0 0 0 KERRY FISHER EMPLOYER TRUSTEE 1.00 X 0 0 0 BILL GRIMM EMPLOYER TRUSTEE (UNTIL NOVEMBER 2023) 1.00 X 0 0 0 PAUL OLIVER EMPLOYER TRUSTEE 1.00 X 0 0 0 NEAL MCCLEARY EMPLOYER TRUSTEE (SINCE JULY 2023) 1.00 X 0 0 0 JOHN HANKS EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD TRAVIS EMPLOYER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD SOUTH 1000 HOUSTON TX 77027 ACCESS AND ADMIN FEES 1501093 SOUTHERN BENEFITS ADMINISTRATORS INC 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATION 684000 DISA 10900 CORPORATE CENTRE DR SUITE 25 HOUSTON TX 77041 DRUG TESTING 555156 EXPRESS SCRIPTS 100 PARSONS POND DR FRANKLIN LAKES NJ 07417 PHARMACY ADMIN FEES 354587 THE YOUNGDAHL LAW FIRM 4302 MONTROSE BLVD SUITE 280 HOUSTON TX 77006 LEGAL SERVICES 113520 6 EMPLOYER CONTRIBUTIONS 525100 36614034 36614034 PARTICIPANT CONTRIBUTIONS 525100 173055 173055 RECIPROCITY IN (OUT) 525100 -763800 -763800 36023289 1526528 1526528 147736687 148140557 -403870 -403870 -403870 TRANSFER INCOME FROM MERGER 525100 28452488 28452488 LATE CHARGES 525100 11345 11345 28463833 65609780 64487122 0 1122658 31616102 684000 111126 57280 73180 70903 93290 14000 6591 BASIC-PLUS FEES 28490 PCORI FEES 21627 ERISA SERVICE FEES 2484 32779073 9358841 6333455 495099 829005 5545685 5257523 51597980 51541867 2492894 44622326 69490499 108584176 2408196 2882429 2408196 2882429 X 67082303 105701747 67082303 105701747 69490499 108584176 32830707 5788737 0 X X 0 1 X 1 0 0 LIMITED PARNTERSHIPS 3742816 F COMMON COLLECTIVE TRUSTS 14815000 F INVESTMENTS FROM MERGED FUNDS 26064510 F 44622326 X 71325337 5788737 5788737 65536600 73180 73180 65609780 32705893 0 32705893 73180 73180 32779073 PART X, LINE 2: THE TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISION OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE INTERNAL REVENUE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRECEDING DECEMBER 31, 2019. FORM 990, PART VI, SECTION B, LINE 11B TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. FORM 990, PART VI, SECTION B, LINE 12C DURING BOARD OF TRUSTEE MEETINGS, TRUSTEES DISCUSS AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. 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