2023-11-01T09:49:36-05:00 2022-12-31 874193037 KENNETH M WASSERMAN CPA & COMPANY PC 3616 LIBERTY AVENUE PITTSBURGH PA 152011326 990 2022-01-01 256035806 LABORERS' DISTRICT COUNCIL OF WESTERN PENNSYLVANIA WELFARE FUND LABO 4122630900 12 EIGHTH STREET 5TH FLOOR PITTSBURGH PA 15222 PHILIP AMERISPAUL SCABILLONI CHAIRMAN/SECRETARY TREASURER 4122630900 2023-11-01 1 PHILIP AMERISPAUL SCABILLON 999009999 0 KENNETH M WASSERMAN CPA P01050350 4126217737 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHILIP AMERISPAUL SCABIL 12 EIGHTH STREET SUITE 500 PITTSBURGH PA 15222 250300527 0 X LCFOWPA.COM X 1953 PA PROVIDE GROUP BENEFITS SUCH AS MEDICAL, PRESCRIPTION DRUG, VISION, AND LIFE INSURANCE. 14 14 0 0 0 0 0 0 112703869 111325954 11044915 -730175 0 0 123748784 110595779 0 0 88506215 84966305 0 0 0 0 0 2807107 3018921 91313322 87985226 32435462 22610553 418949170 426531211 1364513 1226699 417584657 425304512 THE PROVISION OF GROUP BENEFITS FOR ELIGIBLE EMPLOYEES OF THE EMPLOYERS AND FAMILY MEMBERS OF ELIGIBLE EMPLOYEES NUMBERING APPROXIMATELY 12,146 PARTICIPANTS 0 0 87985226 PROVIDED GROUP HEALTHCARE BENEFITS FOR APPROXIMATELY 12,148 PARTICIPANTS AND PLAN TO CONTINUE PROVIDING HEALTHCARE BENEFITS FOR OUR ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE FAMILY MEMBERS. 87985226 0 0 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 14 14 1 1 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 X KEVIN HRIBAR ADMINISTRATOR LABORERS COMBINED FUNDS 4122630900 12 EIGHTH STREET 5TH FLOOR PITTSBURGH PA 15222 X PHILIP AMERIS EMPLOYEE TRUSTEE 4.00 X 0 0 0 JAMES E BOYD EMPLOYEE TRUSTEE 2.00 X 0 0 0 JOSEPH J LAQUATRA JR EMPLOYEE TRUSTEE 3.00 X 0 0 0 JEFFERY R HORNER EMPLOYEE TRUSTEE 2.00 X 0 0 0 ROBERT FURKA EMPLOYEE TRUSTEE 2.00 X 0 0 0 JASON MARKOVICH EMPLOYEE TRUSTEE 2.00 X 0 0 0 MARK G TOY EMPLOYEE TRUSTEE 2.00 X 0 0 0 PAUL V SCABILLONI EMPLOYER TRUSTEE 3.00 X 0 0 0 JAKE PLOEGER EMPLOYER TRUSTEE 2.00 X 0 0 0 GEORGE E MEZEY EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL D MARTIN EMPLOYER TRUSTEE 2.00 X 0 0 0 JOSEPH A WATTICK EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN C MASCARO JR EMPLOYER TRUSTEE 2.00 X 0 0 0 MICHAEL A FACCHIANO JR EMPLOYEE TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 HIGHMARK 120 FIFTH AVENUE PITTSBURGH PA 15222 MEDICAL CLAIMS PROCESSOR 3342733 LABORERS' COMBINED FUNDS 12 EIGHTH STREET SUITE 500 PITTSBURGH PA 15222 FUND ADMINISTRATION 1704659 BOSTON PARTNERS MGMT INC ONE BEACON ST 30TH FL BOSTON MA 02108 INVESTMENT MANAGEMENT SERVICES 650953 HM INSURANCE GROUP 120 FIFTH AVENUE PITTSBURGH PA 15222 STOP LOSS INSURANCE 571339 MONDRIAN INVESTMENT GROUP INC TWO COMMERCE SQUARE STE 3810 PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT SERVICES 168009 5 EMPLOYER CONTRIBUTIONS 525100 110099034 110099034 EMPLOYEE SELF PAYMENTS 525100 1226920 1226920 111325954 2960755 2960755 136013818 139704748 -3690930 -3690930 -3690930 110595779 111325954 0 -730175 84966305 151370 56157 1043481 ADMINISTRATION EXPENSE 1674659 PATIENT-CENTERED OUTCOM 35871 INVESTMENT ADVISORY SER 30000 MISCELLANEOUS EXPENSE 27383 87985226 36101642 33191787 10017766 9130077 8465 7680 279500551 287925894 90946281 93557570 2374465 2718203 418949170 426531211 543031 950456 821482 276243 1364513 1226699 X 363841469 348950771 0 0 53743188 76353741 417584657 425304512 418949170 426531211 22610553 -14890698 0 X X 0 1 X 1 0 0 103-12 INVESTMENT ENTITY 26907614 F GMO BENCHMARK-FREE ALLOC-III 32278483 F BOYD WATTERSON GSA 13884625 F INTERCONTINENTAL US RE FD LLC 20486848 F 93557570 PAYABLES FOR INVESTMENTS PURCHASED 276243 276243 94691600 -14890698 -14890698 109582298 1013481 1013481 110595779 86971745 0 86971745 1013481 1013481 87985226 PART X, LINE 2 - THERE IS NO FOOTNOTE IN THE FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATIONS TAX LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740). FORM 990, PART VI, SECTION A, LINE 1A AND 1B:EACH BOARD MEMBER HAS AN EQUAL VOTING RIGHT. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING TWO INDIVIDUAL TRUSTEES, GEORGE MEZEY AND JAKE PLOEGER, HAVE A BUSINESS RELATIONSHIP WITH TRUMBULL CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 THE WELFARE FUND TRUSTEES DELEGATE ADMINISTRATIVE DUTIES TO THE LABORERS' COMBINED FUNDS OF WESTERN PA. NONE OF THE ORGANIZATIONS CURRENT OR FORMER TRUSTEES WERE COMPENSATED BY THE MANAGEMENT COMPANY OR OTHER PERSONS DURING THE CALENDAR YEAR ENDING WITH OR WITHIN THE ORGANIZATION'S TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PRESENTED AND REVIEWED BY THE TRUSTEES PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 THE SUMMARY PLAN DESCRIPTION AND FORM 5500 INCLUDING AUDITED FINANCIAL STATEMENTS AND DETAILED ASSETS HELD AT YEAR END ARE AVAILABLE ON THE LABORERS' COMBINED FUNDS OF WESTERN PA WEBSITE. TRUST AGREEMENTS ARE AVAIABLE AT THE REQUEST OF THE PARTICIPANTS. THE LABORERS' DISTRICT COUNCIL OF WESTERN PA WELFARE FUND WOULD COMPLY WITH ALL LEGAL REQUIREMENTS REGARDING PUBLIC DISCLOSURE OF FINANCIAL AND TAX DOCUMENTS FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC PHILIP AMERIS - LABORERS' DISTRICT COUNCIL W. PA, 12 EIGHTH ST.,6TH FLOOR, PITTSBURGH, PA 15222. JAMES E BOYD - LABORERS' LOCAL UNION 1451, 816 LIGONIER ST, STE 202, LATROBE, PA 15650. JOSEPH J LAQUATRA JR - LABORERS'LOCAL UNION 1058, 12 EIGHTH ST., 1ST FLOOR, PITTSBURGH, PA 15222. JEFFERY R HORNER - LABORERS' LOCAL UNION 824, 316 W. LINN ST., BELLEFONTE, PA 16823. ROBERT FURKA - LABORERS' LOCAL UNION 323, 6 CHESAPEAKE ST STE 200-A, LYNDORA, PA 16045. JASON MARKOVICH - LABORERS' LOCAL UNION 373, 611 THOMPSON RUN RD, MONROEVILLE, PA 15146. MARK G TOY - LABORERS' LOCAL 952, 186 BLANEY ROAD, KITTANNING, PA 16201. PAUL V SCABILLONI - MARSA INC, 1000 CASTLEVIEW ROAD, PITTSBURGH, PA 15234. JAKE PLOEGER - TRUMBULL CORPORATION, PO BOX 6774, PITTSBURGH, PA 15212. GEORGE E MEZEY - TRUMBULL CORPORATION,PO BOX 6774, PITTSBURGH, PA 15212. PAUL D MARTIN - MCCROSSIN FOUNDATIONS INC 2607 NICHOLSON RD BLDG 2 STE 2400, SEWICKLEY, PA 15143. JOSEPH A WATTICK - MOSITES CONSTRUCTION COMPANY, 400 MOSITES WAY, PITTSBURGH, PA 15205. JOHN C MASCARO JR - MASCARO CONSTRUCTION CO. LP, 1720 METROPOLITAN ST, PITTSBURGH, PA 15233. MICHAEL A FACCHIANO JR - MICHAEL FACCHIANO CONTRACTING INC, 801 MCNEILLY RD, PITTSBURGH, PA 15226. FORM 990, PART XII LINE 2 C THERE IS NO CHANGE FROM THE PRIOR YEAR IN HOW THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. LABORERS' COMBINED FUNDS OF WESTERN PA 12 EIGHTH STREET 5TH FLOOR PITTSBURGH PA 15222 251333639 ADMINISTRATION PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 LABORERS' COMBINED FUNDS OF WESTERN PA L LABORERS' COMBINED FUNDS OF WESTERN PA M LABORERS' COMBINED FUNDS OF WESTERN PA P 1704659 COMPUTER BASED FORMULA TO RECOVER ADMINISTRATIVE EXPENSES LABORERS' COMBINED FUNDS OF WESTERN PA R 1704659 RECOVER COST LABORERS' COMBINED FUNDS OF WESTERN PA S 111325954 BY CONTRACT