2021-11-10T17:23:23-06:00 2020-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2020-01-01 232258631 ROOFERS UNION LOCAL 30 COMBINED HEALTH AND WELFARE FUND COMP 8772808874 PO BOX 4600 TROY MI 48099 SHAWN MCCULLOUGH TRUSTEE 2153318770 2021-11-10 1 SHAWN MCCULLOUGH 999009999 PATRICK M TROMBETTA P00450410 9082727000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SHAWN MCCULLOUGH 6447 TORRESDALE AVENUE PHILADELPHIA PA 191353320 27164764 0 X N/A X 1952 PA THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN. THE PLAN PROVIDES BENEFITS TO ELIGIBLE INDIVIDUALS EMPLOYED UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS WITH CONTRACTING EMPLOYERS. 6 4 17 0 0 0 0 0 17096499 15552920 312171 313564 556093 848222 17964763 16714706 0 0 14132891 14903647 52992 34176 0 0 0 448787 534537 14634670 15472360 3330093 1242346 16936621 18694221 465463 437806 16471158 18256415 THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN.THE PLAN PROVIDES BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND DEPENDENTS. 0 0 FUNDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL UNION 30. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS 8772808874 700 TOWER DRIVE SUITE 300 TROY MI 48098 TOM PEDRICK UNION TRUSTEE 10.00 X 0 0 0 RICH HARVEY EMPLOYER TRUSTEE 10.00 X 0 0 0 THOMAS MANNA EMPLOYER TRUSTEE 10.00 X 0 0 0 ED DEANGELIS EMPLOYER TRUSTEE 10.00 X 0 0 0 SHAWN MCCULLOUGH UNION TRUSTEE 10.00 X 0 164223 71183 CLARK SHILEY UNION TRUSTEE 10.00 X 0 111372 71183 0 275595 142366 0 0 1 0 BENESYS 700 TOWER DRIVE SUITE 300 TROY MI 480982808 THIRD PARTY ADMINISTRATOR 193354 1 EMPLOYERS CONTRIBUTIONS 900099 14505319 14505319 RETIREES CONTRIBUTIONS 900099 1047601 1047601 15552920 356418 356418 10407204 10450058 -42854 -42854 -42854 OTHER INCOME 900099 842254 842254 LATE CHARGES & CONTRACTOR SETTLEM 900099 5968 5968 848222 16714706 16757560 0 -42854 14903647 18779 13889 1508 193354 164325 40610 23363 54250 706 6377 1331 10706 PRINTING AND POSTAGE 24940 BANK CHARGES 12103 PCORI FEE 1572 TELEPHONE 590 310 15472360 336619 179854 5465352 4575171 1392394 1612883 818315 712465 8894818 11569572 29123 44276 16936621 18694221 162740 148306 302723 289500 465463 437806 X 0 0 0 0 16471158 18256415 16471158 18256415 16936621 18694221 1242346 542911 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE 289500 289500 X 17241004 542911 542911 16698093 16613 16613 16714706 15458647 0 15458647 16613 -2900 13713 15472360 PART X, LINE 2: THE PLAN HAS OBTAINED A DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. 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 TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS PAYABLE -2,900. 0 0 0 SHAWN MCCULLOUGH UNION TRUSTEE 0 164223 0 0 0 0 0 41703 0 29480 0 235406 0 0 CLARK SHILEY UNION TRUSTEE 0 111372 0 0 0 0 0 41703 0 29480 0 182555 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN OFFICER IS PROVIDED A CLIENT COPY OF FORM 990 TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THIS ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. SECTIONS 404 AND 406 OF THAT ACT PROVIDE THE LEGAL STANDARD AND PROCEDURES WITH REGARD TO CONFLICTS OF INTEREST FOR THE BOARD OF TRUSTEES. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND TO REPORT THEM WHEN THEY OCCUR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC RICH HARVEY - 414 RECTOR STREET, PHILADELPHIA, PA 19128. THOMAS MANNA - 2083 JACKSONVILLE JRDOBSTOWN RD, JOBSTOWN, NJ 08041. ED DEANGELIS - 633 DUNKSFERRY ROAD, BENSALEM, PA 19020. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ARE IN CHARGE OF OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. ROOFERS UNION LOCAL 30 COMBINED PENSION PLAN 700 TOWER DRIVE NO 300 TROY MI 48098 236289069 TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS. PA SECTION 401(A) 0 ROOFERS UNION LOCAL 30 COMBINED ANNUITY PLAN 700 TOWER DRIVE NO 300 TROY MI 48098 232567112 TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS. PA SECTION 401(A) 0 ROOFERS UNION LOCAL 30 6447 TORRESDALE AVENUE PHILADELPHIA PA 191353320 231175040 TO REPRESENT MEMBERS IN DEALING WITH BUILDING CONTRACTORS AND NEGOTIATING PA SECTION 501 (C) (5) 0 ROOFERS UNION LOCAL 30 APPRENTICE FUND 700 TOWER DRIVE NO 300 TROY MO 48098 232151589 TO TRAIN AND EDUCATE PEOPLE IN ROOFING, WATERPROOFING AND DAMP PROOFING PA SECTION 501 (C) (5) 0 ROOFERS LOCAL 30 CLUB 6447 TORRESDALE AVENUE PHILADELPHIA PA 191353320 474102746 TO PROVIDE SOCIAL, HEALTH RELATED AND EDUCATIONAL EVENTS FOR MEMBERS. PA SECTION 501 (C) (3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ROOFERS UNION LOCAL 30 - PENSION FUND P 35402 VARIOUS ALLOCATION FACTORS