2022-11-07T13:35:52-08:00 2021-12-31 232749598 Gitomer & Berenholz PC 445 Shady Lane Huntingdon Valley PA 19006 990 2021-01-01 131911036 LOCAL 966 HEALTH FUND LOCA 4108729500 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 JAMES ANDERSON Trustee 2022-11-07 true JAMES ANDERSON 999009999 BRIAN K KONYVES CPA P01278325 2153793500 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z JAMES ANDERSON 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 4219384 false X N/A X 1985 NJ THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP. 2 1 0 0 0 4176636 4215058 4205 4326 0 4180841 4219384 0 5342890 3772768 12500 12500 0 0 360350 428561 5715740 4213829 -1534899 5555 1535522 1478929 100185 45485 1435337 1433444 THE HEALTH FUND'S MISSION IS TO DELIVER HEALTH BENEFITS TO ITS MEMBERS AND DEPENDENTS WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP. false false PROVIDED HEALTH BENEFITS TO APPROXIMATELY 295 MEMBERS AND THEIR DEPENDENTS FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2021. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 1215 0 true 0 false false false false false false false false X 2 1 false true false false false false false true true false false true true true true false true false false false X BENESYS INC 4108729500 7130 COLUMBIA GATEWAY DR A COLUMBIA MD 21046 JOHN O'MEARA Trustee 1.00 1.00 X 12500 0 0 JAMES ANDERSON Trustee 1.00 1.00 X 0 0 0 12500 0 false false false BENESYS INC 7130 COLUMBIA GATEWAY DR A COLUMBIA MD 21046 CONTRACT ADMINISTRAT 185772 THE UNION LABOR LIFE INSURANCE COMPANY 8403 COLESVILLE ROAD SILVER SPRING MD 20910 STOP LOSS INSURANCE 223128 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSING 124294 3 0 COBRA SELF-PAY CONTRIBUTI 900099 10499 10499 EMPLOYER CONTRIBUTIONS 900099 4178900 4178900 INT. ON LATE EMPLOYER CON 900099 11349 11349 SETTLEMENT 900099 16 16 VOIDED CHECKS 900099 14294 14294 4215058 4326 4326 0 0 0 0 0 0 0 0 4219384 4215058 4326 0 0 0 3772768 12500 0 0 0 0 0 0 63522 10600 0 0 0 0 0 2964 0 0 0 0 0 1992 0 0 0 5734 CONTRACT ADMINISTRATOR 185772 MEDICAL PPO FEES 124294 PRESCRIPTION ADMINISTRATIVE FE 12088 DENTAL ADMINISTRATIVE FEES 9765 11830 4213829 0 0 0 1093560 727178 0 0 159077 500988 0 0 0 0 60906 31905 0 173797 170676 0 0 0 48182 48182 1535522 1478929 36216 20362 63969 25123 100185 45485 X 1435337 1433444 1435337 1433444 1535522 1478929 5555 -7448 X false true X true false DUE TO LOCAL 966, IBT 5608 ESCROWED CONTRIBUTIONS 12050 UNALLOCATED CONTRIBUTIONS 7465 25123 X 4211936 -7448 -7448 4219384 4219384 4213829 4213829 4213829 Part X : FIN48 Footnote MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company THE BOARD OF TRUSTEES HIRED A 3RD PARTY ADMINISTRATOR (BENESYS, INC.) TO HANDLE ALL ADMINISTRATIVE FUNCTIONS OF THE HEALTH FUND. Form 990, Part VI, Line 11b: Form 990 Review Process THE BOARD OF TRUSTEES REVIEW THE TAX RETURNS BEFORE FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ON AN ANNUAL BASIS ALL TRUSTEES DISCLOSE ANY POTENTIAL CONFLICTS WITH THE OTHER TRUSTEES. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UPON REQUEST A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. LOCAL 966 PENSION FUND 7130 COLUMBIA GATEWAY DRIVE A COLUMBIA MD 21046 132640882 PENSION FUND NJ 1.401-1 B3 N/A false false false false false false false false false false false false false false false false false false false false