2025-09-22T11:44:59-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1000 VINE CENTER 333 WEST VINE ST LEXINGTON KY 40507 990 2024-01-01 237017526 KENTUCKY LABORERS DISTRICT COUNCIL HEALTH & WELFARE FUND KENT 5028398166 1996 BY-PASS SOUTH LAWRENCEBURG KY 40342 PERRY BLADES CHAIRMAN 5028398166 2025-09-12 1 0 STEPHANIE LEW P01080011 8595147800 2024 2025-03-06 01:10:19Z PERRY BLADES 1996 BY-PASS SOUTH LAWRENCEBURG KY 40342 46447718 0 X N/A X 1967 KY EMPLOYEE BENEFIT PLAN PROVIDING ACCIDENT, SICKNESS, VISION, DENTAL, DEATH AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS FOR ACTIVE PARTICIPANTS AND ACCIDENT, SICKNESS, VISION, DENTAL AND DEATH BENEFITS FOR RETIRED PARTICIPANTS. 9 9 8 9 0 0 0 0 24323295 27740813 318238 1060904 72491 72026 24714024 28873743 0 0 19290206 19937740 1071439 1088339 0 0 0 1311050 1580535 21672695 22606614 3041329 6267129 38623854 46212126 943267 884937 37680587 45327189 EMPLOYEE BENEFIT PLAN PROVIDING ACCIDENT, SICKNESS, VISION, DENTAL, DEATH AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS FOR ACTIVE PARTICIPANTS AND ACCIDENT, SICKNESS, VISION, DENTAL AND DEATH BENEFITS FOR RETIRED PARTICIPANTS. 0 0 EMPLOYEE BENEFIT PLAN PROVIDING ACCIDENT, SICKNESS, VISION, DENTAL, DEATH AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS FOR ACTIVE PARTICIPANTS AND ACCIDENT, SICKNESS, VISION, DENTAL AND DEATH BENEFITS FOR RETIRED PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 68 0 1 8 1 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SAMANTHA GRIFFIETH 5028398166 1996 BY-PASS SOUTH LAWRENCEBURG KY 40342 X DONALD TRAVIS EMPLOYER TRUSTEE 1.00 X 0 0 0 JEFF STORY EMPLOYER TRUSTEE 1.00 X 0 0 0 ANTHONY WICKLINE TRUSTEE (TO 01/24) 1.00 X 0 0 0 LARRY HENDERSON UNION TRUSTEE 1.00 X 0 0 0 DWAYNE MCCAULEY UNION TRUSTEE 1.00 X 0 0 0 JEREMY JENKINS UNION TRUSTEE 1.00 X 0 0 0 TERRY BLADES ALTERNATE UNION TRUSTEE 1.00 X 0 0 0 PERRY BLADES CHAIRMAN 1.00 X X 0 0 0 DOUG HACKER SECRETARY/TREASURER 1.00 X X 0 0 0 DAVID BOIEN EMPLOYER TRUSTEE (FROM 01/24) 1.00 X 0 0 0 SAMANTHA GRIFFIETH FUND ADMINISTRATOR 40.00 X 106528 0 80841 106528 0 80841 1 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 3350 PEACHTREE ROAD NE ATLANTA GA 30326 JOINT CLAIMS ADMINISTRATION 729492 SOLXSYS ADMINISTRATIVE SOLUTIONS 5600 NEW KING DRIVE STE 330 TROY MI 48098 CONSULTING & SOFTWARE SERVICES 201659 2 EMPLOYER CONTRIBUTIONS 525120 26866223 26866223 EMPLOYEE CONTRIBUTIONS 525120 874590 874590 27740813 1013845 1013845 17621034 17573975 47059 47059 47059 REIMBURSEMENT FOR SVCS 900099 72026 72026 72026 28873743 27812839 0 1060904 19937740 547709 390220 105538 44872 90545 104602 100795 824895 98599 183467 37138 14747 2881 30027 MAINT/SVC CONTRACTS 50829 INTERNATIONAL FDN 31687 PCORI TAX 10323 22606614 2303504 2755435 491828 228039 3178838 2790599 78757 83569 142421 130714 1338 11707 32468216 40273549 101373 69228 38623854 46212126 843645 817014 99622 67923 943267 884937 X 37680587 45327189 0 0 0 0 37680587 45327189 38623854 46212126 6267129 1379473 0 X X 0 1 X 1 0 28610 28610 0 113811 102104 11707 11707 OPERATING LEASE LIABILITIES 67923 67923 X 30253216 1379473 1379473 28873743 0 28873743 22606614 0 22606614 0 22606614 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED MAY 14, 1969 FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES 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 IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX 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. 0 0 0 SAMANTHA GRIFFIETH FUND ADMINISTRATOR 105528 0 1000 0 0 0 67341 0 13500 0 187369 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TERRY BLADES AND PERRY BLADES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY FUND ADMINISTRATORS & FUND CONSULTANT UPON RECEIPT FROM THE FUND AUDITOR AFTER THE FUND AUDIT. IT IS THEN SENT TO THE TRUSTEES OF THE BOARD PRIOR TO THE BOARD MEETING AT WHICH THE FORM 990 IS FORMALLY APPROVED BY THE BOARD. AFTER APPROVAL, IT IS FILED BY THE SPECIFIED DEADLINE FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES/EMPLOYEES OF FUND HAVE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THEY MUST DISCLOSE EXISTENCE OF FINANCIAL INTEREST & BE GIVEN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO TRUSTEES DELEGATED POWERS CONSIDERING PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF FINANCIAL INTEREST & MATERIAL FACTS AND AFTER DISCUSSION WITH INTERESTED PERSON, BOARD WILL DISCUSS & VOTE TO DETERMINE IF CONFLICT OF INTEREST EXISTS. IF IT DOES EXIST, BOARD CHAIRMAN SHALL, IF APPROPRIATE, APPOINT DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO PROPOSED TRANSACTION OR ARRANGEMENT. BOARD SHALL THEN DETERMINE IF FUND CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION/ARRANGEMENT FROM PERSON/ENTITY THAT WOULD NOT CAUSE CONFLICT OF INTEREST. IF SUCH MORE ADVANTAGEOUS TRANSACTION/ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING CONFLICT, BOARD SHALL DETERMINE BY MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER TRANSACTION/ARRANGEMENT IS IN FUND'S BEST INTEREST, FOR ITS OWN BENEFIT, AND IF IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING WAGE INCREASES FOR FUND EMPLOYEES, BOARD REVIEWS CURRENT & PROJECTED FINANCIAL STATUS OF FUND, INCLUDING CURRENT/PROJECTED COST OF LIVING TRENDS & EMPLOYEES' WORK HISTORIES/JOB PERFORMANCES. TRUSTEES ARE NOT COMPENSATED. THE FUND, AS IT IS SELF ADMINISTERED, DOES HAVE FUND EMPLOYEES WHO RECEIVE WAGES/BENEFITS TO ADMINISTER THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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