2023-11-15T16:19:13-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 746075997 GULF COAST CARPENTERS AND MILLWRIGHTS HEALTH PLAN GULF 8008314914 2001 CALDWELL DR GOODLETSVILLE TN 37072 JASON ENGELS CHAIRMAN 8008314914 2023-11-15 1 JASON ENGELS 999009999 0 SCOTT E HALLBERG CPA P01081188 2023319880 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON ENGELS 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 76304504 0 X N/A X 2019 TN TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 15 0 0 0 0 0 0 0 32466238 34837529 1291851 736006 22445 41025 33780534 35614560 0 0 24736103 27233019 0 0 0 0 0 3053489 1150467 27789592 28383486 5990942 7231074 68909377 69490499 1081147 2408196 67828230 67082303 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 0 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 19 0 1 0 0 0 0 0 0 0 0 0 X 15 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 JASON ENGELS CHAIRMAN- UNION TRUSTEE 1.00 X 0 0 0 DAVID BONDS UNION TRUSTEE 1.00 X 0 0 0 JOHN ROBERTS UNION TRUSTEE 1.00 X 0 0 0 KAVIN GRIFFIN UNION TRUSTEE 1.00 X 0 0 0 MIKE HINES UNION TRUSTEE 1.00 X 0 0 0 WAYNE JENNINGS TRUSTEE 1.00 X 0 0 0 JAMES ROWLAND UNION TRUSTEE 1.00 X 0 0 0 MIKE O'CONNOR SECRETARY- EMPLOYER TRUSTEE 1.00 X 0 0 0 HAROLD BAUR III EMPLOYER TRUSTEE 1.00 X 0 0 0 BILL GRIMM EMPLOYER TRUSTEE 1.00 X 0 0 0 KERRY FISHER EMPLOYER TRUSTEE 1.00 X 0 0 0 PAUL OLIVER EMPLOYER TRUSTEE 1.00 X 0 0 0 BILL WARREN EMPLOYER TRUSTEE 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 1502321 SOUTHERN BENEFITS ADMINISTRATORS INC 2001 CALDWELL DR GOODLETTSVILLE TN 37072 ADMINISTRATION 684000 DISA 10900 CORPORATE CENTRE DR SUITE 25 HOUSTON TX 77041 DRUG TESTING 433271 EXPRESS SCRIPTS 100 PARSONS POND DR FRANKLIN LAKES NJ 07417 PHARMACY ADMIN FEES 259033 THE YOUNGDAHL LAW FIRM 4302 MONTROSE BLVD SUITE 280 HOUSTON TX 77006 LEGAL SERVICES 135343 6 EMPLOYER CONTRIBUTIONS 525100 33965279 33965279 RECIPROCITY IN 525100 710573 710573 PARTICIPANT CONTRIBUTIONS 525100 161677 161677 34837529 1039829 1039829 40386121 40689944 -303823 -303823 -303823 LATE CHARGES 525100 25762 25762 COBRA SUBSIDY REIMBURSEMENT 525100 15263 15263 41025 35614560 34878554 0 736006 27233019 684000 124376 83432 59354 72000 45329 395 44262 PCORI FEES 18559 BASIC-PLUS FEES 16322 ERISA SERVICE FEES 2438 28383486 10405007 9358841 236260 495099 3490534 5545685 51457652 51597980 3319924 2492894 68909377 69490499 1081147 2408196 1081147 2408196 X 67828230 67082303 67828230 67082303 68909377 69490499 7231074 -7977001 0 X X 0 1 X 1 0 0 X 27578205 -7977001 -7977001 35555206 59354 59354 35614560 28324132 0 28324132 59354 59354 28383486 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, 2022 AND 2021. 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, 2018. 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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