2024-11-13T15:36:01-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 237134462 INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND INTE 4108841440 5560 STERRETT PLACE 205 COLUMBIA MD 210443594 JAMES T CALLAHAN TRUSTEE 4108841440 2024-11-13 1 1 ERIN CRANMER P01712644 2023319880 2024-11-13 2023 2024-10-15 13:58:12Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 111508157 0 X N/A X 1971 DC TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF THE EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF OPERATING ENGINEERS. 6 6 0 0 0 0 0 0 35716403 47495845 6054959 15965077 0 0 41771362 63460922 0 0 33285851 40519808 0 0 0 0 0 2830195 3077207 36116046 43597015 5655316 19863907 368230239 418716364 3787780 7542293 364442459 411174071 PROVIDE MEDICAL, DENTAL, AND OTHER BENEFITS TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS, PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 0 0 PROVIDED HEALTH & WELFARE BENEFITS. 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 1 3 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 4108841437 5560 STERRETT PLACE SUITE 205 COLUMBIA MD 21044 X JAMES CALLAHAN TRUSTEE 1.00 X 0 0 0 ROBERT WILDS TRUSTEE 1.00 X 0 0 0 ROBERT BENDURE TRUSTEE 1.00 X 0 0 0 JIMMMY L CROTTS TRUSTEE 1.00 X 0 0 0 BRYAN ABEL TRUSTEE 1.00 X 0 0 0 CASEY JOYCE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAREFIRST 10455 MILL RUN CIR OWINGS MILLS MD 21117 CLAIMS PROCESSING 1590073 ZENITH ADMINISTRATORS INC 5560 STERRETT PLACE SUITE 205 COLUMBIA MD 210443594 FUND ADMINISTRATION 479566 WAGEWORKS 1100 PARK PL 4TH FLOOR SAN MATEO CA 94403 CLAIMS PROCESSING 240584 NORTHERN TRUST CORPORATION 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT CUSTODIAN SERVICES 200325 SAGE ADVISORY 5900 SOUTHWEST PARKWAY BLDG 1 AUSTIN TX 78735 INVESTMENT ADVISORY SERVICES 122248 5 EMPLOYER CONTRIBUTIONS 900099 46296802 46296802 PARTICIPANT CONTRIBUTIONS 900099 1199043 1199043 47495845 10178928 10178928 53833384 48047235 5786149 5786149 5786149 63460922 47495845 0 15965077 40519808 479566 3808 62156 371745 65950 54550 3850 4853 54871 CLAIM PROCESSING FEES 1958554 PCORI FEE 17304 43597015 8597796 14316738 10170170 11127182 130808 24025 348646274 392277924 685191 970495 368230239 418716364 1525584 5307519 170303 79818 2091893 2154956 3787780 7542293 X 0 0 0 0 364442459 411174071 364442459 411174071 368230239 418716364 19863907 26867705 0 X X 0 1 X 1 0 0 DUE TO BROKER FOR PENDING TRANSACTION 502186 OTHER 1652770 2154956 X 89956882 26867705 26867705 63089177 371745 371745 63460922 43225270 0 43225270 371745 371745 43597015 PART X, LINE 2: THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO AND SIGNED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICT OF INTEREST DISCLOSURES AND, IF NECESSARY OR APPROPRIATE, RECUSALS FROM EXERCISING FIDUCIARY AUTHORITY ARE MADE AT REGULAR BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AS AN ERISA-REGULATED EMPLOYEE WELFARE BENEFIT PLAN, THE FUND COMPLIES WITH ERISA REGARDING REPORTING AND DISCLOSURE OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES. CERTAIN DOCUMENTS ARE DISTRIBUTED BY MAIL TO PARTICIPANTS AND BENEFICIARIES IN ACCORDANCE WITH ERISA. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES SELECTS THE FUND'S INDEPENDENT AUDITOR AND REVIEWS AND APPROVES THE AUDIT. AGC BLDREC LOCAL 653 CLT & E HEALTH & WELFARE FUND FWCOE APPRENTICESHIP FUND INDEP TRUCKLOCAL 138 IUOE LOC 178 APP IUOE LOCAL 1 IUOE LOCAL 178 IUOE LOCAL 280 IUOE LOCAL 406SPECIAL IUOE LOCAL 407 - STAFF IUOE LOCAL 487 DIST 925 IUOE LOCAL 624 IUOE LOCAL 800 IUOE NTF JOB CORPS PROGRAM IUOE TRAINING & EDUCATION CNTR LOCAL 101 & 16RECIPROCITY LOCAL 132REC LOCAL 138 LOCAL 139 RECIPROCITY LOCAL 14REC LOCAL 147 RECIPROCITY LOCAL 15REC LOCAL 150RECIPROCITY LOCAL 18RECIPROCITY LOCAL 181-320 RECIPROCITY LOCAL 234RECIPROCITY LOCAL 3RECIPROCITY LOCAL 302 & 612RECIPROCITY LOCAL 312RECIPROCITY LOCAL 324RECIPROCITY LOCAL 37RECIPROCITY LOCAL 4 - RECIPROCAL LOCAL 400RECIPROCITY LOCAL 428RECIPROCITY LOCAL 474RECIPROCITY LOCAL 478 LOCAL 487 RECIPROCITY LOCAL 49 RECIPROCITY LOCAL 49 TRAINING CENTER LOCAL 513REC LOCAL 520RECIPROCITY LOCAL 542RECIPROCITY LOCAL 57RECIPROCITY LOCAL 627 OK WELFRECIPROCITY LOCAL 66RECIPROCITY LOCAL 701AGC LOCAL 77RECIPROCITY LOCAL 825RECIPROCITY LOCAL 841RECIPROCITY LOCAL 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