2017-05-31T01:43:18-00:00 2016-10-31 Dennis G Jenkins CPA LLC 1690 Stone Village Lane Suite 501 Kennesaw GA 30152 990 2015-11-01 616038377 Health and Welfare Fund Local 227 HEAL 8004519545 10503 Timberwood Circle Room 200 Louisville KY 40223 Marv Russow Trustee 2017-05-31 true Dennis G Jenkins 7704245755 2017-05-31 X 2015 2021-01-29 14:40:06Z Marv Russow 10503 Timberwood Circle Louisville KY 40223 44199897 false X X 1949 KY Provision of Health Benefits to eligible participants. 6 0 14 0 0 45860188 41491286 91567 1069157 2126790 1639454 48078545 44199897 0 36983250 35909078 801641 717954 0 0 1634288 1217679 39419179 37844711 8659366 6355186 31942177 38389867 60652 153156 31881525 38236711 Provision of health benefits. false false 35909078 Health Welfare Benefits 35909078 false false false false false false false false false true true false false false false true false false false false false false false false false false false false true false false false false false false false false false false true true true true false true 4 0 true 14 true false false false false false false false X 6 0 false false false false false false false true false false false true true true true true true false false false X Marv Russow 5023397041 10503 Timberwood Circle Louisville KY 40223 Alan Quinkert Trustee 001.00 040.00 X 0 0 0 Henry Taylor Trustee 001.00 040.00 X 0 0 0 Jacqui Fritz Trustee 001.00 040.00 X 0 0 0 Bob Blair Trustee 001.00 040.00 X 0 161000 0 Paul Whiteley Trustee 001.00 040.00 X 0 104600 0 Peggy Prescott Trustee 001.00 040.00 X 0 0 0 265600 false true false Reinhart Boerner Van Duren SC 1000 North Water St Ste1700 Milwaukee WI 53210 Legal Services 282455 Anthem Blue Cross Blue Shield 120 Monument Circle Indianapolis IN 46204 Claims Administrator 3308215 2 Employer Contributions 37390028 Participant Contributions 4101258 41491286 1069157 1069157 Claims Refunds 547280 547280 Stop Loss Claims Refund 6866 6866 PBM Audit Recovery 1084000 1084000 1308 1308 1639454 44199897 2708611 0 0 0 35909078 35909078 90321 90321 0 432917 432917 62831 62831 85026 85026 46859 46859 0 282445 282445 25299 25299 0 77714 77714 93450 93450 0 208344 208344 0 0 43429 43429 0 0 18022 18022 0 0 24031 24031 21939 21939 Affordable Care Act Fees 358468 358468 Postage 15469 15469 PCORI Fees 17720 17720 Printing 21538 21538 9811 9811 37844711 35909078 1935633 8191627 13418088 92667 284157 25125 25349 651658 611289 64351 40369 8319591 8779811 15248816 15842093 31942177 38389867 60652 153156 60652 153156 X 31881525 38236711 31881525 38236711 31942177 38389867 6355186 X false true X true false 22240 22026 214 629418 583177 40155 40369 15842093 F Financial derivatives and other financial products Closely-held equity interests 15842093 F 15842093 Federal income taxes 44199897 44199897 44199897 37844711 37844711 37844711 Bob Blair Trustee 161000 161000 Form 990, Part VI, Section A, Line 8b The organization has no commitees with authority to act on behalf of the Board of Trustees. Form 990, Part VI, Section B, Line 11 The Funds form 990 is reviewed by the Funds Attorney who acts on behalf of the Trustees. After review, the form 990 is filed by the Funds independent CPA. Form 990, Part VI, Section B, Line 12c The policy requires the individual with the conflict of interest to disclose such conflict. The organization regularly monitors and enforces compliance with the conflict of interest policy. Form 990, Part VI, Section C, Line 19 The Fund is established and maintained pursuant to the EmployeeRetirement Income Security Act of 1974ERISA It operates in compliance with the reporting and disclosure requirements of the Subtitle B, Part 1 of ERISA with respect to disclosure of its governing documents and financial information. It operates in compliance with the fiduciary responsibility requirements of Subtitle B, Part 4 of ERISA. ERISA does not require the Fund to make its governing documents available to the general public. Form 990, Part VI, Section A, Line 1b Under ERISA, all members of the Board of Trustees are considered fiduciaries. As such, they are required to act solely in the interest of plan participants and beneficiaries and with the exclusive purpose of providing benefits to them. While certain members of the Board of Trustees are not regarded as independent under Form 990 reporting standards, all members are held under ERISA to a high fiduciary standard of conduct which requires them to act solely in the interest of plan participants and beneficiaries.. false false false false false false false false false false false false false false false false false false false