2019-10-28T17:17:32-05:00 2018-12-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2018-01-01 746075997 TEXAS CARPENTERS AND MILLRIGHTS HEALTH & WELFARE FUND TEXA 4056822323 1300 SOUTH MEDIDIAN No 125 OKLAHOMA CITY OK 73108 JASON ENGELS Chairman 4056822323 2019-10-28 1 Kurt D Needles CPA P00850236 3034304225 23.24.139.241 2019-10-28 16:15:46 MD P F48160A868A297B8ADC61727E7B5881F6F437E8D B131DC643218E4936EDB18C0E004AAA77630580D 2018 2019-02-21 02:37:17Z Jason Engels 1300 SOUTH MEDIDIAN No 125 OKLAHOMA CITY OK 73108 31464328 0 X N/A X 1960 TX TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS 11 0 0 0 0 0 0 0 21992721 21711794 596772 656762 7024 7049 22596517 22375605 0 0 17388190 15847766 0 0 0 0 0 742902 2276981 18131092 18124747 4465425 4250858 22734902 28446656 11430525 13569253 11304377 14877403 TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS 0 0 TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS 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 8 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 4056822323 1300 SOUTH MERIDIAN STE 125 OKLAHOMA CITY OK 73108 X JASON ENGELS UNION TRUSTEE - CHAIRMAN 1.00 X 0 0 0 KENNETH FONTENOT UNION TRUSTEE 1.00 X 0 0 0 MIKE HINES UNION TRUSTEE 1.00 X 0 0 0 KAVIN GRIFFIN UNION TRUSTEE 1.00 X 0 0 0 DAVID L BONDS UNION TRUSTEE 1.00 X 0 0 0 DAVID WETMORE UNION TRUSTEE 1.00 X 0 0 0 PAUL T OLIVER EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES L SCHWINKENDORF EMPLOYER TRUSTEE - SECRETARY 1.00 X 0 0 0 RUSSELL JONES EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD TRAVIS EMPLOYER TRUSTEE 1.00 X 0 0 0 KERRY FISHER EMPLOYER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 2425 WEST LOOP SOUTH 1000 HOUSTON TX 77027 CLAIMS PROCESSING 852607 ZENITH AMERICAN SOLUTIONS 1300 S MERIDIAN OKLAHOMA CITY OK 73108 ADMINISTRATION 447614 SPECTRUM REVIEW SERVICES 1824 SAWDUST RD 2 SPRINT TX 77380 MEDICAL REVIEW SERVICES 248780 DISA 10900 CORPORATE CENTRE DR 250 HOUSTON TX 77041 DRUG TESTING SERVICES 219645 4 EMPLOYER CONTRIBUTIONS 525100 21408094 21408094 PARTICIPANT CONTRIBUTIONS 525100 303700 303700 21711794 822273 822273 8923212 9088723 -165511 -165511 -165511 OTHER 525100 7049 7049 7049 22375605 21718843 0 656762 15847766 447613 100803 49692 56972 1522609 65283 5741 18866 OTHER 9402 18124747 236800 274725 0 4278354 2031014 1850103 20467088 22043474 22734902 28446656 43470 429253 0 11387055 13140000 11430525 13569253 X 11304377 14877403 0 0 0 0 11304377 14877403 22734902 28446656 4250858 -677832 0 X 0 1 X 1 0 0 CLAIMS IBNR 3900000 BANK LIABILITY 9240000 13140000 X 21697773 -677832 -677832 22375605 0 22375605 16371802 0 16371802 1752945 1752945 18124747 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 December 31, 2018 and 2017. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding December 31, 2014. Part XII, Line 4b - Other Adjustments: INCREASE/DECREASE IN IBNR -225,956. INCREASE/DECREASE HOUR BANK 1,978,901. Form 990, Part VI, Section B, line 11b Form 990 is provided to the Trustees prior to filing. Form 990, Part VI, Section B, line 12c During Board of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy. Form 990, Part VI, Section C, line 18 Form 990 is available for public inspection upon request. Form 990, Part VI, Section C, line 19 Governing documents are available to the public upon request. Contact fund administrator for info needed for Sch R Part III NA OK 73108 N/A OK 0 0 Contact fund administrator for info needed for Sch R Part III NA OK 73108 N/A OK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0