2017-02-15T08:52:09-06:00 2016-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2015-05-01 236279906 UNION TROWEL TRADES BENEFIT FUNDS UNIO 7176718551 PO BOX 6480 HARRISBURG PA 17112 LESTER W KAUFFMAN III TRUSTEE 7176718551 2017-01-30 1 ALAN D ROSS CPA P00072435 6107799555 2015 2021-01-29 14:40:06Z LESTER W KAUFFMAN III PO BOX 6840 HARRISBURG PA 17112 13720104 0 X N/A X 1961 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 12 12 0 0 0 0 0 0 9228960 8438138 351229 37747 62 0 9580251 8475885 0 0 6788746 6276917 4197 4465 0 0 0 1245062 839478 8038005 7120860 1542246 1355025 12595522 13956357 156616 146260 12438906 13810097 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 7120860 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 7120860 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 12 12 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PATH ADMINISTRATORS 7176718551 4785 LINGLESTOWN ROAD SUITE 200 HARRISBURG PA 171120480 X LESTER KAUFFMAN 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 DAVID GIBBLE MANAGEMENT TRUSTEE 10.00 X 0 0 0 JEFFREY WOLFF MANAGEMENT TRUSTEE 10.00 X 0 0 0 JOSEPH SMITH MANAGEMENT TRUSTEE 10.00 X 0 0 0 GREGORY HARDY 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 211984 1 EMPLOYER CONTRIBUTIONS 525100 7101379 7101379 RECIPROCAL PLAN CONTRIBUTIONS 525100 759325 759325 PARTICIPANT CONTRIBUTIONS 525100 577434 577434 8438138 249379 249379 5032587 5244219 -211632 -211632 -211632 8475885 8475885 0 0 6276917 4465 41457 33264 50482 62772 3997 8578 RECIPROCAL PAYMENTS 246178 CONTRACT ADMINISTRATION 211984 PPO ACCESS FEES 98911 PRESCRIPTION, DENTAL & 55202 26653 7120860 853436 1999787 1494979 0 958527 866790 6216 5729 9282364 11084051 12595522 13956357 100454 85471 56162 60789 156616 146260 X 0 0 0 0 12438906 13810097 12438906 13810097 12595522 13956357 1355025 16166 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 60789 60789 X 8441569 16166 16166 8425403 50482 50482 8475885 7065751 0 7065751 50482 4627 55109 7120860 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, 2014. FORM 990, PART VI, SECTION B, LINE 11 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 PART ADMINISTRATOR'S OFFICE UPON REQUEST. BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 5 2163 BERRYHILL STREET HARRISBURG PA 17104 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 CONTRIBUTING EMPLOYER PA 0 FABCON LLC 611 WEST HIGHWAY 13 SAVAGE MN 55378 CONTRIBUTING EMPLOYER MN 0 C & D WATERPROOFING CORP 300 PAPERMILL ROAD BLOOMSBURG PA 17815 CONTRIBUTING EMPLOYER PA 0 ESHBACH BROTHERS INC 1440 NORTH 9TH STREET READING PA 19604 CONTRIBUTING EMPLOYER PA 0 HOUCK & CO INC (M) 7464 LINGLESTOWN ROAD HARRISBURG PA 17112 CONTRIBUTING EMPLOYER PA 0 MASONRY PRESERVATION SERVICES PO BOX 324 BERWICK PA 18603 CONTRIBUTING EMPLOYER PA 0 ROMAN MOSAIC AND TILE CO INC PO BOX 1567 WEST CHESTER PA 19380 CONTRIBUTING EMPLOYER PA 0 KEENER INC 105 TEXACO ROAD MECHANICSBURG PA 17055 CONTRIBUTING EMPLOYER PA 0 SUMMA & IEZZI CONSTRUCTION INC 38 LINE STREET NEW DUNMORE PA 18512 CONTRIBUTING EMPLOYER PA 0 YORIE TILE AND TERRAZZO INC 469 SCHANTZ ROAD STE 100 ALLENTOWN PA 18104 CONTRIBUTING EMPLOYER PA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CARETTI INC S 629371 PER COLLECTIVE BARGAINING AGMT FABCON S 2060649 PER COLLECTIVE BARGAINING AGMT KEENER INC S 226496 PER COLLECTIVE BARGAINING AGMT C & D WATERPROOFING CORP S 201132 PER COLLECTIVE BARGAINING AGMT ESHBACH BROTHERS INC S 224704 PER COLLECTIVE BARGAINING AGMT HOUCK & CO INC (M) S 232640 PER COLLECTIVE BARGAINING AGMT MASONRY PRESERVATION SERVICES S 412502 PER COLLECTIVE BARGAINING AGMT ROMAN MOSIAC AND TILE CO INC S 576806 PER COLLECTIVE BARGAINING AGMT SUMMA & IEZZI CONSTRUCTION INC S 221196 PER COLLECTIVE BARGAINING AGMT YORIE TILE AND TERRAZZO INC S 254432 PER COLLECTIVE BARGAINING AGMT