2025-11-17T14:30:43-06:00 2024-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2024-01-01 237007718 GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN GREA 4129225330 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 WILLIAM SPROULE CHAIRMAN 4129225330 2025-11-17 1 0 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2025-11-17 2024 2025-03-06 01:10:19Z WILLIAM SPROULE 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 121410880 0 X WWW.CARPENTERSCOMBINEDFUNDS.ORG/MEDICAL X 1964 PA TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 16 16 0 0 0 0 0 0 95831684 106582501 11792574 14828379 32040164 0 139664422 121410880 0 0 97965434 99771914 0 0 0 0 0 2635111 3100597 100600545 102872511 39063877 18538369 397391244 435107781 239543442 304369673 157847802 130738108 TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 0 0 102872511 121410880 THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 102872511 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X CARPENTERS COMBINED FUNDS INC 4129225330 650 RIDGE ROAD STE 300 PITTSBURGH PA 152059503 X X RICHARD F FOLEY LABOR TRUSTEE 0.50 X 0 0 0 DONALD J MADEJA LABOR TRUSTEE 0.50 X 0 0 0 KENNETH W UMBEL LABOR TRUSTEE 0.50 X 0 0 0 SEAN P FOLEY LABOR TRUSTEE 0.50 X 0 0 0 JOEL L NIECGORSKI LABOR TRUSTEE 0.50 X 0 0 0 WADE J BAUMGARTNER LABOR TRUSTEE 0.50 X 0 0 0 PAUL A SIMPSON III LABOR TRUSTEE 0.50 X 0 0 0 ROBERT BUECHEL MANAGEMENT TRUSTEE 0.50 X 0 0 0 FREDERICK EPISCOPO MANAGEMENT TRUSTEE 0.50 X 0 0 0 ROBERT M CANE II MANAGEMENT TRUSTEE 0.50 X 0 0 0 JASON MALATAK MANAGEMENT TRUSTEE 0.50 X 0 0 0 ROBERT MCCALL MANAGEMENT TRUSTEE 0.50 X 0 0 0 ROBERT F LEAHEY MANAGEMENT TRUSTEE 0.50 X 0 0 0 MICHAEL PENROD MANAGEMENT TRUSTEE 0.50 X 0 0 0 WILLIAM C SPROULE CHAIRMAN - LABOR TRUSTEE 0.50 X 0 0 0 DAVID D DAQUELENTE CO-CHAIRMAN - MANAGEMENT T 0.50 X 0 0 0 0 0 0 0 0 0 0 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 CLAIMS ADMINISTRATION FEES 2419148 INDEPENDENCE BLUE CROSS PO BOX 826989 PHILADELPHIA PA 19182 CLAIMS ADMINISTRATION FEES 1928954 CARPENTERS COMBINED FUNDS INC 650 RIDGE ROAD SUITE 300 PITTSBURGH PA 15205 PLAN ADMINISTRATION FEES 1715213 EXPRESS SCRIPTS 21653 NETWORK PLACE CHICAGO IL 60673 CLAIMS ADMINISTRATION FEES 1623947 AETNA MAP PO BOX 30017 PITTSBURGH PA 15222 CLAIMS ADMINISTRATION FEES 1581042 10 EMPLOYER CONTRIBUTIONS 525100 98602978 98602978 RECIPROCAL CONTRIBUTIONS 525100 4466942 4466942 EMPLOYEE CONTRIBUTIONS 525100 3512581 3512581 106582501 14828379 14828379 121410880 121410880 0 0 99771914 199163 78855 748283 ADMINISTRATIVE EXPENSE 1530634 MISCELLANEOUS EXPENSE 289820 ACTUARIAL SERVICES 253842 102872511 11167676 0 6434878 21508103 12087250 16471358 1685 1823 366260284 353188371 42330024 1439471 1608102 397391244 435107781 3134712 1951922 236408730 302417751 239543442 304369673 X 0 0 0 0 157847802 130738108 157847802 130738108 397391244 435107781 X 18538369 20360958 -66009021 X X 0 1 X 1 0 0 PARTNERSHIPS 42330024 F 42330024 POST RETIREMENT BENEFIT OBLIGATIONS 302417751 302417751 X 141771838 20360958 20360958 121410880 0 121410880 36863490 -66009021 -66009021 102872511 0 102872511 PART X, LINE 2: THE TRUST RECEIVED ITS LATEST DETERMINATION LETTER IN MAY OF 1968, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST 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 TRUST'S TAX EXEMPT STATUS WAS AFFIRMED AGAIN BY THE INTERNAL REVENUE SERVICE IN OCTOBER OF 1999. THE TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, 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 TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. EMPLOYEES OF 3RD PARTY ADMINISTRATO 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. UPON COMPLETION IT IS REVIEWED BY THE CONTROLLER, CHAIRMAN AND CO-CHAIRMAN BEFORE FINAL SUBMISSION. 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 VII EMPLOYEES OF 3RD PARTY ADMINISTRATOR ARE ALSO PARTICIPANTS IN THE PLAN. THESE EMPLOYEES RECEIVE COMPENSATION FROM THE 3RD PARTY ADMINISTRATOR AND NOT DIRECTLY FROM THE PLAN. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -66,009,021. PART XII LINE 2C THE TRUST'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 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, III AND IV RELATED ORGANIZATIONS ARE CONTRIBUTING EMPLOYERS AND AFFILIATED LABOR UNIONS.