2021-02-15T07:16:06-06:00 2020-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2019-05-01 236279906 UNION TROWEL TRADES BENEFIT FUNDS UNIO 2023833902 620 F STREET NW WASHINGTON DC 200041208 LESTER W KAUFFMAN III TRUSTEE 7176718551 2020-02-14 1 ALAN D ROSS CPA P00072435 6107799555 2019 2022-09-23 18:48:47Z LESTER W KAUFFMAN III 733 FIREHOUSE LANE HARRISBURG PA 17111 17727401 0 X N/A X 1961 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 14 14 0 0 0 0 0 0 9771715 9381986 475259 1074085 0 0 10246974 10456071 0 0 8312916 9779637 26699 25143 0 0 0 1443057 1244092 9782672 11048872 464302 -592801 16533896 15297911 191027 128163 16342869 15169748 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT, FULL TIME UNION EMPLOYEES AND BOARD OF TRUSTEES. 0 0 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND 2023833902 620 F STREET NW WASHINGTON DC 200041208 X LESTER KAUFFMAN IIIX UNION TRUSTEE 10.00 X 0 0 0 MELVIN WATTS UNION TRUSTEE 10.00 X 0 0 0 JOSEPH DAVIS UNION TRUSTEE 10.00 X 0 0 0 RANDY EBERLY UNION TRUSTEE 10.00 X 0 0 0 WALTER SAKOWSKI UNION TRUSTEE 10.00 X 0 0 0 THOMAS SMITH UNION TRUSTEE 10.00 X 0 0 0 JOSEPH IORIO MANAGEMENT TRUSTEE 10.00 X 0 0 0 GREGORY HESS MANAGEMENT TRUSTEE 10.00 X 0 0 0 JEFFREY WOLFF MANAGEMENT TRUSTEE 10.00 X 0 0 0 JOSEPH SMITH UNION TRUSTEE 10.00 X 0 0 0 GREGORY HARDY MANAGEMENT TRUSTEE 10.00 X 0 0 0 CLAY ROACH UNION TRUSTEE 10.00 X 0 0 0 LAINE GEHRES UNION TRUSTEE 10.00 X 0 0 0 DOUG WILCZEK MANAGEMENT TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 8397021 8397021 RECIPROCAL PLAN CONTRIBUTIONS 525100 544281 544281 PARTICIPANT CONTRIBUTIONS 525100 440684 440684 9381986 389384 389384 7956031 7271330 684701 684701 684701 10456071 10456071 0 0 9779637 25143 62246 27459 68985 11342 38566 4451 8613 RECIPROCAL TRANSFERS 470319 PPO ACCESS FEES 239672 CONTRACT ADMINISTRATION 216420 PRESCRIPTION, DENTAL & 92866 3153 11048872 500165 470653 1040458 1345930 6344 5321 14986929 13476007 16533896 15297911 137220 94006 53807 34157 191027 128163 X 0 0 0 0 16342869 15169748 16342869 15169748 16533896 15297911 -592801 -580320 0 X 0 1 X 0 0 0 CLAIMS PAYABLE 5113 EMPLOYER BOND DEPOSITS 29044 34157 X 9336447 -580320 -470319 -1050639 10387086 68985 68985 10456071 10531936 0 10531936 68985 447951 516936 11048872 PART X, LINE 2: 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 THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECIPROCAL TRANSFERS -470,319. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR -22,368. RECIPROCAL TRANSFERS 470,319. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 5 733 FIREHOUSE LANE HARRISBURG PA 17111 251740666 PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITONS FOR LOCAL 5 MEMBERS PA 501(C)5 0 CARETTI INC PO BOX 331 CAMP HILL PA 17001 231552288 CONTRIBUTING EMPLOYER PA 685085 0 FABCON LLC 611 WEST HIGHWAY 13 SAVAGE MN 55378 410967099 CONTRIBUTING EMPLOYER MN 2587481 0 ROMAN MOSAIC AND TILE CO INC PO BOX 1567 WEST CHESTER PA 19380 231029270 CONTRIBUTING EMPLOYER PA 507252 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CARETTI INC S 685085 PER COLLECTIVE BARGAINING AGMT FABCON S 2587481 PER COLLECTIVE BARGAINING AGMT C & D WATERPROOFING CORP S 314872 PER COLLECTIVE BARGAINING AGMT ESHBACH BROTHERS INC S 375984 PER COLLECTIVE BARGAINING AGMT HOUCK & CO INC S 308702 PER COLLECTIVE BARGAINING AGMT MASONRY PRESERVATION SERVICES S 302792 PER COLLECTIVE BARGAINING AGMT ROMAN MOSIAC AND TILE CO INC S 507252 PER COLLECTIVE BARGAINING AGMT KEENER INC S 182152 PER COLLECTIVE BARGAINING AGMT TWK CONSTRUCTION CO INC S 178348 PER COLLECTIVE BARGAINING AGMT YORIE TILE AND TERRAZZO INC S 183571 PER COLLECTIVE BARGAINING AGMT SEAN BYRNE CONSTRUCTION INC S 178772 PER COLLECTIVE BARGAINING AGMT LMB INDUSTRIAL SERVICES S 305691 PER COLLECTIVE BARGAINING AGMT