2022-11-10T09:27:47-06:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE ST STE 310 CHICAGO IL 60606 990 2021-01-01 200027580 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND UTIL 5173217502 6525 CENTURION DRIVE LANSING MI 48917 PATRICK DILLON TRUSTEE 5173217502 2022-11-09 1 PATRICK DILLON 999009999 ANDY HEIN P00499757 3126550037 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PATRICK DILLON 6525 CENTURION DRIVE LANSING MI 48917 55731750 0 X N/A X 2003 DC SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 10 2 0 0 0 0 0 0 51248353 27986735 2383258 4735595 371338 919775 54002949 33642105 0 0 17158193 20693525 0 0 0 0 0 1114176 1102181 18272369 21795706 35730580 11846399 147209433 163765283 89492 54132 147119941 163711151 TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS. 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 1 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 10 2 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TIC INTERNATIONAL CORPORATION 5173217502 6525 CENTURION DRIVE LANSING MI 48917 LEE ELLIS EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN JENKINS EMPLOYER TRUSTEE 1.00 X 0 0 0 RODNEY LEBEAU EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL COLEMAN UNION TRUSTEE 1.00 60.00 X 0 251667 71764 SHAWN GARVEY UNION TRUSTEE 1.00 40.00 X 0 183775 67064 MICHAEL SALLACH UNION TRUSTEE 1.00 X 0 0 0 NATHAN FISHER EMPLOYER TRUSTEE 1.00 X 0 0 0 NICHOLL SALAMONE EMPLOYER TRUSTEE 1.00 X 0 0 0 PATRICK DILLON UNION TRUSTEE 1.00 60.00 X 0 251667 84306 RYAN PAYNE FRMR UNION TRUSTEE 1.00 X 0 0 0 DEBBIE SYCH UNION TRUSTEE 1.00 X 0 0 0 0 687109 223134 0 0 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE BLVD DETROIT MI 48226 CLAIMS PROCESSING 753980 SEGAL 1800 M STREET NW STE 900S WASHINGTON DC 20036 CONSULTANT 108563 2 EMPLOYER CONTRIBUTIONS 900099 27950829 27950829 EMPLOYEE CONTRIBUTIONS 900099 35906 35906 27986735 3201146 3201146 23624094 22089645 1534449 1534449 1534449 PRESCRIPTION REBATES 900099 543955 543955 STOP LOSS PROCEEDS 900099 375820 375820 919775 33642105 28906510 0 4735595 20693525 73842 68128 28966 79688 767525 36799 1800 15195 PCORI FEES 24738 DUES AND SUBSCRIPTIONS 5500 21795706 27949712 2929355 186345 210940 1329779 1413348 89894 105089 113540448 145525677 4113255 13580874 147209433 163765283 89492 54132 89492 54132 X 147119941 163711151 147119941 163711151 147209433 163765283 11846399 4744811 0 X X 0 1 X 1 0 0 AMERICAN CORE REALTY FUND, LP 8512054 F ULLICO INFRASTRUCTURE TAX-EXEMPT FUND, LP 5068820 F 13580874 X 37387452 4744811 4744811 32642641 79688 919776 999464 33642105 20796242 -919776 -919776 21716018 79688 79688 21795706 PART X, LINE 2: THE FUND 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 FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, 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, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS. IT IS THE FUND'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: STOP LOSS PROCEEDS 375,821. PRESCRIPTION REBATES 543,955. PART XII, LINE 2D - OTHER ADJUSTMENTS: STOP LOSS PROCEEDS -375,821. PRESCRIPTION REBATES -543,955. 0 0 0 PATRICK DILLON UNION TRUSTEE 0 251667 0 0 0 0 0 50333 0 33973 0 335973 0 0 MICHAEL COLEMAN UNION TRUSTEE 0 251667 0 0 0 0 0 50333 0 21431 0 323431 0 0 SHAWN GARVEY UNION TRUSTEE 0 172550 0 0 0 11225 0 34510 0 32554 0 250839 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP." THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY THE BOARD OF TRUSTEES WITH REPRESENTATIVES FROM THE UNION AND EMPLOYER(S), WHICH HAVE AN EQUAL NUMBER OF VOTES IN ANY ACTION TAKEN BY THE BOARD OF TRUSTEES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS ADMINISTERED BY A BOARD OF TEN TRUSTEES. FIVE TRUSTEES ARE APPOINTED BY THE UNION AND FIVE TRUSTEES ARE ELECTED AMOUNG CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY WHICH FOLLOWS THE FIDUCIARY STANDARDS SET FORTH IN THE EMPLOYEE INCOME RETIREMENT AND SECURITY ACT OF 1974. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS OVERSIGHT OF THE AUDIT. UTILITY WORKERS UNION OF AMERICA 815 16TH STREET NW WASHINGTON DC 20006 530183102 PARTICIPATING EMPLOYER DC 501(C)(5) 0 MICHIGAN STATE UTILITY WORKERS COUNCIL 4815 LANSING RD CHARLOTTE MI 48813 380830708 PARTICIPATING EMPLOYER MI 501(C)(5) 0 CALPINE 717 TEXAS AVE STE 1000 HOUSTON TX 77002 PARTICIPATING EMPLOYER 0 CONSTELLATION MYSTIC POWER 10 S DEARBORN STREET 50TH FLOOR CHICAGO IL 60603 PARTICIPATING EMPLOYER 0 DOMINION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 DTE ENERGY CO ONE ENERGY PLAZA DETRIOT MI 48226 PARTICIPATING EMPLOYER 0 ENTERGY - IPEC 440 HAMILTON AVENUE WHITE PLAINS NY 10601 PARTICIPATING EMPLOYER 0 AMERICAN WATER WORKS SERVICE COMPANY 1025 LAUREL OAK ROAD VORHEES NJ 08043 PARTICIPATING EMPLOYER 0 NPL CONSTRUCTION 19820 NORTH 7TH AVE STE 120 PHOENIX AZ 85027 PARTICIPATING EMPLOYER 0 PACIFICORP 825 NE MULTNOMAH STREET PORTLAND OR 97232 PARTICIPATING EMPLOYER 0 PEOPLES NATURAL GAS 375 N SHORE DRIVE STE 600 PITTSBURGH PA 15212 PARTICIPATING EMPLOYER 0 TRANSMISSION MAINTENANCE CONSTRUCTION 701 EAST CARY STREET RICHMOND VA 23219 PARTICIPATING EMPLOYER 0 UTILITY LINES CONSTRUCTION 780 BLAIR MILL ROAD WILLOW GROVE PA 19090 PARTICIPATING EMPLOYER 0 IHI POWER SERVICES CORP 85 ENTERPRISE SUTE 400 ALISO VIEJO CA 92656 PARTICIPATING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1