2017-05-02T12:47:38-05:00 2016-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-01-01 526397805 BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND BRIC 2027833788 620 F STREET NW WASHINGTON DC 20004 TIMOTHY J DRISCOLL TRUSTEE 2027833788 2017-05-02 1 JOANN WOODSON P01293745 2023319880 38.100.43.98 2017-05-02 13:46:30 ED P DD2F5A6855584BEFBC68452237D9336111CE352F 3B9CE5223D124B7FF5649E204527236C262C7001 2016 2021-01-29 14:40:06Z TIMOTHY J DRISCOLL 620 F STREET NW WASHINGTON DC 20004 23708388 0 X WWW.IPFWEB.ORG X 1988 DC PROVIDE HEALTH AND WELFARE BENEFITS. 10 10 29 0 0 0 0 0 21629860 23229953 425569 444642 350 33793 22055779 23708388 0 0 19457968 22059833 0 0 0 0 0 2641985 2879971 22099953 24939804 -44174 -1231416 26197934 26374708 1560338 1741285 24637596 24633423 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 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 4 0 1 29 1 0 1 CA 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JENNIFER PENOSO 2027833788 620 F STREET NW WASHINGTON DC 20004 X JAMES BOLAND TRUSTEE 1.00 X 0 0 0 GREGORY HESS TRUSTEE 1.00 X 0 0 0 MATTHEW AQUILINE TRUSTEE 1.00 X 0 0 0 HENRY F KRAMER TRUSTEE 1.00 X 0 0 0 GERALD SCARANO TRUSTEE 1.00 X 0 0 0 ROBERT HOOVER TRUSTEE 1.00 X 0 0 0 TIMOTHY J DRISCOLL TRUSTEE 1.00 X 0 0 0 TONY MARRA TRUSTEE 1.00 X 0 0 0 TED CHAMP TRUSTEE 1.00 X 0 0 0 PAUL NYESWANDER TRUSTEE 1.00 X 0 0 0 ROBIN DONOVICK EXECUTIVE DIRECTOR 15.00 X 0 0 0 0 0 0 0 0 0 0 UNITED HEALTHCARE 5901 LINCOLN DRIVE EDINA MN 55436 CLAIMS PROCESSING 1151006 CHEIRON INC PO BOX 37117 BALTIMORE MD 21297 ACTUARIAL SERVICES 318477 BASYS INC 3700 KOPPERS STREET 400 BALTIMORE MD 21227 DATABASE MANAGEMENT 104072 3 EMPLOYER CONTRIB. 900099 21371503 21371503 EMPLOYEE CONTRIB. 900099 1858450 1858450 23229953 444642 444642 MISCELLANEOUS INCOME 900099 33793 33793 33793 23708388 23263746 0 444642 22059833 99054 40000 468899 266813 1510 50613 2346 CLAIMS PROCESSING FEES 1172999 ADMINISTRATIVE EXP 777737 24939804 122291 54228 1826428 2595313 2497308 2299303 17721 32471 21734186 21393393 26197934 26374708 490198 607615 27817 23106 1042323 1110564 1560338 1741285 X 24637596 24633423 24637596 24633423 26197934 26374708 X -1231416 214566 1012677 X X 0 1 X 1 0 0 DUE TO RELATED ORGANIZATIONS 133508 ACCRUED HRA BENEFITS 977056 1110564 X 24935631 214566 1012677 1227243 23708388 0 23708388 24939804 0 24939804 0 24939804 PART X, LINE 2: THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROCEEDS FROM MERGER 1,012,677. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C SECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021, AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006 THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: PROCEEDS FROM MERGER 1,012,677. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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