2018-02-16T07:33:10-06:00 2017-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2016-05-01 236279906 UNION TROWEL TRADES BENEFIT FUNDS UNIO 7175641561 733 FIREHOUSE LANE HARRISBURG PA 17111 LESTER W KAUFFMAN III TRUSTEE 7176718551 2018-02-15 1 ALAN D ROSS CPA P00072435 6107799555 66.152.139.23 2018-02-15 08:54:59 ES P B76DB9494F7AC7922CCA57AD00E0FFAA2FE8EF17 83BEE9C8BF68C7F5E67653A0677FC81FF7A34135 2016 2021-01-29 14:40:06Z X LESTER W KAUFFMAN III 733 FIREHOUSE LANE HARRISBURG PA 17111 19694758 0 X N/A X 1961 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 15 15 0 0 0 0 0 0 8438138 8934625 37747 418668 0 0 8475885 9353293 0 0 6276917 6913793 4465 12790 0 0 0 839478 1048238 7120860 7974821 1355025 1378472 13956357 15943128 146260 238819 13810097 15704309 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT, FULL TIME UNION EMPLOYEES AND BOARD OF TRUSTEES. 0 0 7974821 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 7974821 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 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BENESYS INC 7175641561 PO BOX 97 TROY MI 480990097 X LESTER KAUFFMAN IIIX UNION TRUSTEE 10.00 X 0 0 0 MELVIN WATTS UNION TRUSTEE 10.00 X 0 0 0 JACK FIGURED UNION TRUSTEE 10.00 X 0 0 0 RANDY EBERLY UNION TRUSTEE 10.00 X 0 0 0 WALTER SAKOWSKI UNION TRUSTEE 10.00 X 0 0 0 JOSEPH J DAVIS UNION TRUSTEE 10.00 X 0 0 0 GREGG BEKELJA MANAGEMENT TRUSTEE 10.00 X 0 0 0 GREGORY HESS MANAGEMENT TRUSTEE 10.00 X 0 0 0 THOMAS SMITH UNION TRUSTEE 10.00 X 0 0 0 JEFFREY WOLFF MANAGEMENT TRUSTEE 10.00 X 0 0 0 JOSEPH SMITH UNION TRUSTEE 10.00 X 0 0 0 GREGORY HARDY MANAGEMENT TRUSTEE 10.00 X 0 0 0 CLAY ROACH UNION TRUSTEE 10.00 X 0 0 0 LAINE GEHRES UNION TRUSTEE 10.00 X 0 0 0 DOUG WILCZEK MANAGEMENT TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 PATH ADMINISTRATORS 4785 LINGLESTOWN ROAD STE 200 HARRISBURG PA 17112 THIRD PARTY ADMINISTRATOR 158538 CIGNA PO BOX 644546 PITTSBURGH PA 152644546 PPO NETWORK ACCESS 110632 2 EMPLOYER CONTRIBUTIONS 525100 7673317 7673317 RECIPROCAL PLAN CONTRIBUTIONS 525100 692200 692200 PARTICIPANT CONTRIBUTIONS 525100 569108 569108 8934625 317273 317273 10442860 10341465 101395 101395 101395 9353293 9353293 0 0 6913793 12790 78237 25375 59848 50842 27202 2838 7946 RECIPROCAL PAYMENTS 375643 CONTRACT ADMINISTRATION 243499 PPO ACCESS FEES 123867 PRESCRIPTION, DENTAL & 47540 5401 7974821 1999787 1667997 866790 945514 5729 14280 11084051 13315337 13956357 15943128 85471 162312 60789 76507 146260 238819 X 0 0 0 0 13810097 15704309 13810097 15704309 13956357 15943128 1378472 515740 0 X 0 1 X 0 0 0 CLAIMS PAYABLE 50189 EMPLOYER BOND DEPOSITS 26318 76507 X 9809185 515740 515740 9293445 59848 59848 9353293 7925573 0 7925573 59848 -10600 49248 7974821 PART X, LINE 2: 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2015. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR -10,600. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 5 733 FIREHOUSE LANE HARRISBURG PA 17111 251740666 PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITONS FOR LOCAL 5 MEMBERS PA 501(C)5 0 CARETTI INC PO BOX 331 CAMP HILL PA 17001 231552288 CONTRIBUTING EMPLOYER PA 970245 0 FABCON LLC 611 WEST HIGHWAY 13 SAVAGE MN 55378 410967099 CONTRIBUTING EMPLOYER MN 2060649 0 C & D WATERPROOFING CORP 300 PAPERMILL ROAD BLOOMSBURG PA 17815 232076140 CONTRIBUTING EMPLOYER PA 190895 0 ESHBACH BROTHERS INC 1440 NORTH 9TH STREET READING PA 19604 231288830 CONTRIBUTING EMPLOYER PA 395944 0 HOUCK & CO INC 7464 LINGLESTOWN ROAD HARRISBURG PA 17112 CONTRIBUTING EMPLOYER PA 207389 0 MASONRY PRESERVATION SERVICES PO BOX 324 BERWICK PA 18603 232344847 CONTRIBUTING EMPLOYER PA 294193 0 ROMAN MOSAIC AND TILE CO INC PO BOX 1567 WEST CHESTER PA 19380 231029270 CONTRIBUTING EMPLOYER PA 570538 0 KEENER INC 105 TEXACO ROAD MECHANICSBURG PA 17055 510499546 CONTRIBUTING EMPLOYER PA 212448 0 TWK CONSTRUCTION CO INC PO BOX 187 WIND GAP PA 18091 232343380 CONTRIBUTING EMPLOYER PA 209128 0 YORIE TILE AND TERRAZZO INC 469 SCHANTZ ROAD STE 100 ALLENTOWN PA 18104 CONTRIBUTING EMPLOYER PA 277670 0 SEAN BYRNE CONSTRUCTION INC 2911 BIRNEY AVE SCRANTON PA 18505 CONTRIBUTING EMPLOYER PA 213200 0 E G SACKETT COMPANY INC 454 LEE ROAD ROCHESTER NY 14606 CONTRIBUTING EMPLOYER NY 395544 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CARETTI INC S 970245 PER COLLECTIVE BARGAINING AGMT FABCON S 2060649 PER COLLECTIVE BARGAINING AGMT C & D WATERPROOFING CORP S 190895 PER COLLECTIVE BARGAINING AGMT ESHBACH BROTHERS INC S 395944 PER COLLECTIVE BARGAINING AGMT HOUCK & CO INC S 207389 PER COLLECTIVE BARGAINING AGMT MASONRY PRESERVATION SERVICES S 294193 PER COLLECTIVE BARGAINING AGMT ROMAN MOSIAC AND TILE CO INC S 570538 PER COLLECTIVE BARGAINING AGMT KEENER INC S 212448 PER COLLECTIVE BARGAINING AGMT TWK CONSTRUCTION CO INC S 209128 PER COLLECTIVE BARGAINING AGMT YORIE TILE AND TERRAZZO INC S 277670 PER COLLECTIVE BARGAINING AGMT SEAN BYRNE CONSTRUCTION INC S 213200 PER COLLECTIVE BARGAINING AGMT E G SACKETT COMPANY INC S 395544 PER COLLECTIVE BARGAINING AGMT