2025-11-17T13:10:51-06:00 2024-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2024-01-01 256032450 STEAMFITTERS 449 MEDICAL & BENEFIT FUND STEA 4123810300 232 WISE ROAD 330 HARMONY PA 16037 JAMES HARDING TRUSTEE - CHAIRMAN 4123811133 2025-11-17 1 0 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2025-11-17 2024 2025-03-06 01:10:19Z JAMES HARDING 232 WISE ROAD 330 HARMONY PA 16037 46437966 0 X N/A X 1953 PA TO PAY MEDICAL BENEFITS FOR MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS 8 8 0 0 0 0 0 0 41819646 43768306 1991599 2661734 3238408 7926 47049653 46437966 0 0 38605923 39044414 0 0 0 0 0 533252 677937 39139175 39722351 7910478 6715615 92815380 100849349 189469 421630 92625911 100427719 TO PAY MEDICAL BENEFITS FOR MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS 0 0 39722351 46437966 THE PLAN PAYS MEDICAL BENEFITS FOR MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 39722351 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CDS ADMINISTRATORS 4123810300 232 WISE ROAD SUITE 330 HARMONY PA 16037 X JAMES HARDING UNION TRUSTEE - CHAIRMAN 1.00 X 0 0 0 KENNETH BROADBENT UNION TRUSTEE 1.00 X 0 0 0 HARRY STERLING UNION TRUSTEE 1.00 X 0 0 0 RICHARD KING UNION TRUSTEE 1.00 X 0 0 0 DAVID PLAVI UNION TRUSTEE 1.00 X 0 0 0 REGIS CLAUS MANAGEMENT TRUSTEE 1.00 X 0 0 0 DAN LUGAILA MANAGEMENT TRUSTEE 1.00 X 0 0 0 RAY GAJSKI MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 HIGHMARK 120 FIFTH AVE PITTSBURGH PA 15222 CLAIMS ADMINISTRATION FEES 1475164 CDS ADMINISTRATORS 232 WISE ROAD SUITE 330 HARMONY PA 16037 PLAN ADMINISTRATION FEES 308528 2 EMPLOYER CONTRIBUTIONS 525100 39211136 39211136 PARTICIPANT CONTRIBUTIONS 525100 4557170 4557170 43768306 2661734 2661734 OTHER SUBSIDIES, PROCEEDS AND REC 900099 7926 7926 7926 46437966 46437966 0 0 39044414 26750 30970 167833 41745 ADMINISTRATIVE FEES 308528 OTHER ADMINISTARATIVE E 92511 ACTUARIAL SERVICES 9600 39722351 26777086 42409 1906520 24368018 9427759 8413539 21700 20890 54531057 67801769 151258 202724 92815380 100849349 189469 421630 189469 421630 X 0 0 0 0 92625911 100427719 92625911 100427719 92815380 100849349 6715615 1086193 0 X X 0 1 X 1 0 0 X 47524159 1086193 1086193 46437966 0 46437966 39722351 0 39722351 0 39722351 PART X, LINE 2: THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE CODE. THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. 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 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. UPON COMPLETION IT IS REVIEWED BY A TRUSTEE BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AREAS OF POSSIBLE CONFLICT REVIEWED BY TRUSTEES AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND ALL FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PARTS II AND IV RELATED ORGANIZATIONS ARE CONTRIBUTING EMPLOYERS.