2021-05-15T10:41:45-05:00 2020-07-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2019-08-01 237366317 ASBESTOS WORKERS LOCAL 23 HEALTH & WELFARE PLAN ASBE 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 WILLIAM MCGEE TRUSTEE 7179300922 2021-05-12 1 ALAN D ROSS CPA P00072435 6107799555 2019 2022-09-23 18:48:47Z WILLIAM MCGEE 8956 JONESTOWN ROAD GRANTVILLE PA 170288654 4559248 0 X NONE X 1973 PA THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS. 6 0 9 0 0 0 0 0 5941220 3369499 57912 104404 0 0 5999132 3473903 0 0 4636185 1913552 0 9198 0 0 0 392814 1015872 5028999 2938622 970133 535281 4357144 4370433 973819 377486 3383325 3992947 TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS OF THE FUND. 0 0 2938622 THE FUND PROVIDES ACCIDENT, LIFE, DISABILITY AND SICKNESS, MEDICAL, HOSPITAL, DENTAL PRESCRIPTION AND VISION BENEFITS. 2938622 0 0 0 0 0 0 0 0 0 0 0 0 1 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 9 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SUSAN VARNER 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 X WILLIAM MCGEE UNION TRUSTEE 5.00 X 0 0 0 PETER DEIMLER UNION TRUSTEE 5.00 X 0 0 0 RONNIE BEVERLY UNION TRUSTEE 5.00 X 0 0 0 ZACH LYDON EMPLOYER TRUSTEE 5.00 X 0 0 0 CLIFF ZWIERCAN EMPLOYER TRUSTEE 5.00 X 0 0 0 SCOTT JENSEN EMPLOYER TRUSTEE 5.00 X 0 0 0 JOSEPH MCGEEHAN UNION TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 SEGAL 11 WACKER STREET STE 500 CHICAGO IL 60606 ACTUARY & BENEFIT CONSULTING 126253 PATH ADMINISTRATORS 3461 MARKET STREET STE 102 CAMP HILL PA 17011 COTRACT ADMINISTRATION 104791 2 EMPLOYER CONTRIBUTION 900099 3004464 3004464 RECIPROCAL CONTRIBUTIONS 900099 229469 229469 SELF CONTRIBUTIONS 900099 135566 135566 3369499 106430 106430 1083319 1085345 -2026 -2026 -2026 3473903 3367473 0 106430 1913552 9198 104791 64917 15912 4416 43828 3689 3133 1726 STOP LOSS INSURANCE 373768 RECIPROCAL PLAN PAYMENT 200091 BENEFIT ADMINISTRATION 115886 CONSULTNG FEE 83360 355 2938622 2714971 359963 4937 4937 12313 8865 1245087 3746559 379836 250109 4357144 4370433 58811 17883 915008 359603 973819 377486 X 0 0 0 0 3383325 3992947 3383325 3992947 4357144 4370433 535281 74341 0 X 0 1 X 1 0 0 CONTRIBUTIONS RECEIVABLE 223603 PRESCRIPTION REBATE RECEIVABLE 26506 250109 1310 RECIPROCALS PAYABLE 14282 CLAIMS PAYABLE 344011 359603 X 3343737 74341 74341 3269396 4416 200091 204507 3473903 2974157 0 2974157 4416 -39951 -35535 2938622 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 EXAMINATION FOR YEARS PRIOR TO JULY 31, 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 200,091. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR -240,042. AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 200,091. 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. INSULATORS LOCAL NO 23 PENSION 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 236601323 COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED BENEFIT PENSION PLAN PA 401(A) 0 INSULATORS LOCAL NO 23 ANNUITY PLAN 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 251586636 COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED CONTRIBUTION PENSION PLAN PA 401(A) 0 INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 250330105 LABOR UNION PA 501(C)5 0 ADVANCED SPECIALTY CONTRACTORS 120 N LIME STREET LANCASTER PA 17608 CONTRIBUTING EMPLOYER PA 0 ALLIED POWER LLC 36400 S ESSEX ROAD WILMINGTON IL 60481 CONTRIBUTING EMPLOYER IL 0 APEX INSULATION PO BOX 189 NORTHHAPTON PA 18067 CONTRIBUTING EMPLOYER PA 0 Z-TECH INSULATION 215 CORPORATE DRIVE READING PA 19605 CONTRIBUTING EMPLOYER PA 0 ALLIANCE MECHANICAL INSULATION 4480 SPRING HILL DRIVE SCHNECKSVILLE PA 18078 CONTRIBUTING EMPLOYER PA 0 GOLDEN RULE INSULATION SOLUTIONS 362 PINE VALLEY DR FELTON PA 17322 CONTRIBUTING EMPLOYER PA 0 K GULLER LLC 652 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 CONTRIBUTING EMPLOYER PA 0 CONSERVATION SPECIALTY INSULATION 6095 MEMORIAL ROAD GERMANSVILLE PA 18053 CONTRIBUTING EMPLOYER PA 0 BRAND SAFWAY INDUSTRIES LLC 740 VETERANS DRIVE SWEDESBORO NJ 08085 CONTRIBUTING EMPLOYER NJ 0 MCCARL'S 1413 NINTH AVENUE BEAVER FALLS PA 15010 CONTRIBUTING EMPLOYER PA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ADVANCED SPECIALTY CONTRACTING S 184313 COLLECTIVE BARGAINING AGREEMENT ALLIANCE MECHANICAL INSULATION S 201497 COLLECTIVE BARGAINING AGREEMENT ALLIED POWER LLC S 334503 COLLECTIVE BARGAINING AGREEMENT APEX INSULATION INC S 288175 COLLECTIVE BARGAINING AGREEMENT BRAND SAFWAY INDUSTRIES LLC S 445635 COLLECTIVE BARGAINING AGREEMENT CONSERVATION SPECIALITY INSULATION LLC S 281113 COLLECTIVE BARGAINING AGREEMENT GOLDEN RULE INSULATION SOLUTIONS INC S 155420 COLLECTIVE BARGAINING AGREEMENT K GULLER LLC S 282157 COLLECTIVE BARGAINING AGREEMENT MCCARL'S INC S 155511 COLLECTIVE BARGAINING AGREEMENT Z TECH INSULATION INC S 374572 COLLECTIVE BARGAINING AGREEMENT