2022-11-12T09:42:37-06:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 530218578 TRANSIT EMPLOYEES' HEALTH & WELFARE PLAN TRAN 3015682294 2701 WHITNEY PLACE FORESTVILLE MD 20747 TONYA JACKSON EXECUTIVE DIRECTOR 3015682294 2022-11-12 1 TONYA JACKSON 999009999 AARON M FOX P01365820 2022274000 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TONYA JACKSON 2701 WHITNEY PLACE FORESTVILLE MD 20747 161639815 0 X N/A X 1954 MD THE TRANSIT EMPLOYEES' HEALTH & WELFARE FUND (THE PLAN) PROVIDES ITS MEMBERS A RANGE OF BENEFITS. 6 6 12 6 0 0 0 0 173082057 160591370 497065 720045 287122 275599 173866244 161587014 0 0 162903478 167973450 1721016 1549593 0 0 0 1442836 1512452 166067330 171035495 7798914 -9448481 87415434 79100100 250850 507445 87164584 78592655 THE PLAN PROVIDES FOR ITS MEMBERS A FULL RANGE OF BENEFITS INCLUDING BUT NOT LIMITED TO HOSPITAL AND SURGICAL BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH BENEFITS, SICKNESS AND ACCIDENT DISABILITY BENEFITS AND DENTAL BENEFITS. 0 0 HOSPITALIZATION, MEDICAL AND DENTAL INSURANCE, LIFE AND DISABILITY INSURANCE, AND DISABILITY BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 608 0 1 12 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MD X TONYA JACKSON 3015682294 2701 WHITNEY PLACE FORESTVILLE MD 20747 SONJA B JONES DIRECTOR OF ADMINISTRATION 50.00 X 0 170486 62208 JAMES A PANKEY EXECUTIVE DIRECTOR - UNTIL 10/2021 50.00 X 0 174985 24882 TANYA BILLUPS BENEFITS MANAGER 37.50 X 0 124126 43397 KAREN MITCHELL BUSINESS MANAGER - FINANCE 37.50 X 0 117769 49298 JUANITA HAWKINS WELLNESS MANAGER 37.50 X 0 122244 37135 BERTHA VILLATORO CLIENT SERVICE LEAD 37.50 X 0 112898 44438 CRYSTAL M LONG DIRECTOR OF FINANCE - AS OF 8/2021 50.00 X 0 60268 18159 TONYA JACKSON EXECUTIVE DIRECTOR - AS OF 12/2021 50.00 X 0 9763 2391 DENNIS ANOSIKE CHAIR 1.50 X X 0 0 0 RAYMOND JACKSON SECRETARY 1.50 X X 0 0 0 ESKER BILGER TRUSTEE 1.00 X 0 0 0 KEITH BULLOCK TRUSTEE 1.00 X 0 0 0 SHERRI T DICKERSON TRUSTEE 1.00 X 0 0 0 ERIC L GHRISTENSEN TRUSTEE 1.00 X 0 0 0 0 892539 281908 0 0 1 0 THE SEGAL COMPANY 1800 M STREET NW WASHINGTON DC 20036 HEALTHCARE CONSULTING 179833 DECUSOFT 70 HILLTOP SUITE 1003 RAMSEY NJ 07446 IT CONSULTING 174165 2 EMPLOYER CONTRIBUTIONS 900099 129885329 129885329 EMPLOYEE CONTRIBUTIONS 900099 30500335 30500335 PARTIC. SHARE OF H&W BENEFITS 900099 205706 205706 160591370 772846 772846 52801 -52801 -52801 -52801 REFUNDS 900099 275599 275599 275599 161587014 160591370 0 995644 167973450 1374564 9042 939 165048 101382 52441 10000 352901 101 235913 643173 53987 561 12194 14578 2553 STAFF DEVELOPMENT 21082 TAXES 8510 DUES AND SUBSCRIPTIONS 3076 171035495 5182103 0 24192690 27333481 21658641 20464537 473200 473200 843228 313145 529951 530083 26633330 27835041 8745519 2463758 87415434 79100100 250850 507445 250850 507445 X 87164584 78592655 87164584 78592655 87415434 79100100 -9448481 877764 -1212 0 X 0 0 0 233126 199924 33202 610102 113221 496881 530083 0 0 0 SONJA B JONES DIRECTOR OF ADMINISTRATION 0 170000 0 0 0 486 0 31182 0 31026 0 232694 0 0 JAMES A PANKEY EXECUTIVE DIRECTOR - UNTIL 10/2021 0 174985 0 0 0 0 0 13490 0 11392 0 199867 0 0 TANYA BILLUPS BENEFITS MANAGER 0 120000 0 0 0 4126 0 20940 0 22457 0 167523 0 0 KAREN MITCHELL BUSINESS MANAGER - FINANCE 0 115000 0 0 0 2769 0 21540 0 27758 0 167067 0 0 JUANITA HAWKINS WELLNESS MANAGER 0 112000 0 0 0 10244 0 22358 0 14777 0 159379 0 0 BERTHA VILLATORO CLIENT SERVICE LEAD 0 105000 0 0 0 7898 0 20649 0 23789 0 157336 0 0 SCHEDULE J, PART I, LINE 3 ALL COMPENSATED EMPLOYEES REPORTED ON PART VII, SECTION A, ARE EMPLOYEES OF THE WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY (WMATA), A RELATED TAX-EXEMPT ORGANIZATION. THEY SERVE UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN WMATA AND THE LOCAL UNION 689 OF THE AMALGAMATED TRANSIT UNION (ATU 689). THEIR COMPENSATION WAS DETERMINED IN PART FROM THE RECOMMENDATION OF AN INDEPENDENT CONSULTANT, AND ALSO, WMATA'S COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES (THE GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS PROVIDED TO ALL BOARD TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A STANDARDS OF CONDUCT FORM IS SIGNED BY EACH TRUSTEE WHICH IMPOSES A STANDING OBLIGATION TO DISCLOSE ANY CONFLICT OF INTEREST TO THE BOARD OF TRUSTEES. AFFECTED TRUSTEES ARE PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TRANSIT EMPLOYEES' HEALTH & WELFARE FUND LLC 2701 WHITNEY PLACE SUITE 100 FORESTVILLE MD 20707 472034951 BENEFIT PLAN ADMINISTRATION MD 0 0 TRANSIT EMPLOYEES' HEALTH & WELFARE PLAN AMALGAMATED TRANSIT UNION DIVISION 689 2701 WHITNEY PLACE FORESTVILLE MD 20707 530151930 EMPLOYEE UNION MD 501(C)(5) 0 WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY 600 5TH STREET NW WASHINGTON DC 20001 TRANSIT AUTHORITY DC N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0