2020-05-12T14:27:17-05:00 2019-06-30 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2018-07-01 824038622 UGSOA Health and Welfare Fund UGSO 8643700711 PO Box 6708 Greenville SC 29606 Jeff Miller Chairman 8643700711 2020-05-12 1 Kurt Needles CPA P00850236 3034304225 2020-05-12 23.24.139.241 2020-05-12 13:26:50 MD P 01AD454B0ACA913B8CDBAA865556B60811C33055 F48160A868A297B8ADC61727E7B5881F6F437E8D 2018 2021-09-10 13:11:23Z X Jeff Miller PO Box 6708 Greenville SC 29606 8192712 0 X UGSOA.com X 2017 SC The organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents. 2 0 0 0 0 0 200000 0 6273252 8186546 0 6106 0 60 6473252 8192712 0 0 5469166 7647430 0 0 0 0 0 785766 682022 6254932 8329452 218320 -136740 1282721 1886866 1064401 1805286 218320 81580 The organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents. 0 0 The organization is a collectively bargained multiemployer benefit plan that provides health 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 2 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X Board of Trustees 8643700711 PO Box 6708 Greenville SC 29606 X Jeff Miller Chairman 1.00 X 0 0 0 Josh Primrose Co-Chairman 1.00 X 0 0 0 0 0 0 0 0 0 0 CoreSource 35601 Mound Road Sterling Heights MI 48046 Administrative 328861 Benefit Source Inc PO Box 6708 Greenville SC 29606 Administrative 138504 2 Employers' contributio 525100 6909425 6909425 Participants' contribu 525100 1277121 1277121 8186546 6106 6106 60 60 60 8192712 8186546 0 6166 7647430 167684 46187 20000 433386 37 14728 8329452 450485 340693 669730 832236 876443 1282721 1886866 277533 30263 786868 1775023 1064401 1805286 X 218320 81580 218320 81580 1282721 1886866 -136740 0 X 0 1 X 1 0 0 Claims payable and claims incurred but not reported 1036969 Premium obligation 203069 Due to other funds 534985 1775023 X 8192712 0 8192712 0 8192712 7876283 -453170 -453170 8329453 0 8329453 Part X, Line 2: The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is 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 it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended June 30, 2019 and 2018. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for the current tax period in progress. Part XII, Line 2d - Other Adjustments: Change in benefit obligations -453,170. Form 990, Part VI, Section A, line 4 During the years ended June 30, 2019 and 2018, plan of benefits were restated by the following amendment. Participants should refer to the Restated Plan Document for more complete information. Amendment #1: Effective July 1, 2017, the Plan was amended to have the board of trustees consist of an equal number of Union Trustees and Employer Trustees. In addition, the Custodian of the fund's assets and accumulation thereof was named TD Wealth. The terms of termination of coverage for employees and dependents were also amended and restated. Form 990, Part VI, Section B, line 11b Form 990 was provided to the Trustees prior to filing. Form 990, Part VI, Section C, line 19 The organization's governing documents are available upon request. United Government Security Officers of America 2879 Cranberry Highway East Wareham MA 02538 841214798 Labor Organization MA 501(c) 0 UGSOA Retirement Plan 2879 Cranberry Highway East Wareham MA 02538 464857037 Retirement Trust Fund MA 401(a), 401(k) & 501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0