2016-09-13T07:55:06-05:00 2016-02-29 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 46240 990 2015-03-01 204314019 LOCAL 18 HEAT & FROST INSULATORS MEDICAL TRUST FUND LOCA 3175246350 8498 BROOKVILLE ROAD SUITE 150 INDIANAPOLIS IN 46239 ANTHONY MAGNA III TRUSTEE 3175246350 2016-09-08 true MICHELLE L ZIMMERMAN P00266120 3175661000 2016-09-08 2015 2017-02-10 21:41:12Z X ANTHONY MAGNA III 3302 SOUTH EAST STREET INDIANAPOLIS IN 46227 4955891 false X N/A X 2006 IN PROVIDES COMPREHENSIVE MEDICAL AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. 6 6 5 6 0 0 3008903 3227314 71836 69993 0 3080739 3297307 0 2622993 3503827 0 0 0 366815 364251 2989808 3868078 90931 -570771 5035846 4525517 988424 1174759 4047422 3350758 PROVIDES COMPREHENSIVE MEDICAL AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. false false PROVIDES COMPREHENSIVE MEDICAL AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 2 0 5 true false false false false false false X 6 6 false true false false false false false true true false false true false false false false false false IN X PHIL BELCHER 3175246350 8498 BROOKVILLE ROAD SUITE 150 INDIANAPOLIS IN 46239 X ANTHONY MAGNA III TRUSTEE 1.00 X 0 0 0 PAT MEREDITH TRUSTEE 1.00 X 0 0 0 JASON SMITH TRUSTEE 1.00 X 0 0 0 CARL SHULTZ TRUSTEE 1.00 X 0 0 0 BRANDON HOWARD TRUSTEE 1.00 X 0 0 0 DAVE MCCOY TRUSTEE 1.00 X 0 0 0 false false false ANTHEM 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 ADMINISTRATIVE 143412 1 EMPLOYER CONTRIBUTIONS 525100 2630108 2630108 RETIREE SUPPLEMENT 525100 306378 306378 EMPLOYEE CONTRIBUTIONS 525100 290828 290828 3227314 70563 70563 1658014 1658584 -570 -570 -570 3297307 3297307 3503827 3806 12000 22664 6300 6118 4738 2865 ADMIN & CONSULTING FEES 277151 TRANSITIONAL REINSURANCE 22264 REIMBURSEMENT OF WAGES 4663 MISCELLANEOUS 1682 3868078 0 0 0 1530696 1212938 449865 374607 9110 14735 3046175 2923237 5035846 4525517 11474 14941 976950 1159818 988424 1174759 X 4047422 3350758 4047422 3350758 5035846 4525517 -570771 -125893 X X false true X true false ACCUMULATED ELIGIBILITY CREDITS 949417 CLAIMS INCURRED BUT NOT REPORTED 177774 MEDICAL CLAIMS PAYABLE 32627 1159818 X 3148750 -125893 -125893 3274643 22664 22664 3297307 3845414 3845414 22664 22664 3868078 SCHEDULE D, PAGE 3, PART X THE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON AUGUST 14, 2007, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND ADMINISTRATOR AND THE FUND'S TAX COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501(C)(9) AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND 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 FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF FEBRUARY 29, 2016, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO THE YEAR ENDED FEBRUARY 28, 2013. FORM 990, PART VI SECTION B, LINE 12: THE TRUST FUND DOES NOT RETAIN A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 14: THE TRUST FUND DOES NOT RETAIN A DOCUMENT RETENTION POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO GENESIS BENEFIT SOLUTIONS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE TRUSTEES AND IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE TRUST FUND AND BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. FORM 990, PART XII LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY OF SELECTING THE INDEPENDENT ACCOUNTANT AS WELL AS THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. ASBESTOS WORKERS LOCAL 18 RESA 8498 BROOKVILLE ROAD SUITE 150 INDIANAPOLIS IN 46239 351906643 INSURANCE IN 501C9 N/A NA false ADVANCED INDUSTRIAL CONTRACTOR N/A false false ACCURATE INSULATION INC CONTRACTOR N/A false ALLOYD INSULATION CO CONTRACTOR N/A false BARTELT INSULATION CONTRACTOR N/A false CARDINAL INDUSTRIAL INSULATION CONTRACTOR N/A false CHAMPAIGN A & K INSULATION CONTRACTOR N/A false CHICAGO BRIDGE & IRON CO CONTRACTOR N/A false FARGO INSULATION CO CONTRACTOR N/A false GRIBBINS INSULATION CONTRACTOR N/A false M & O INSULATION CONTRACTOR N/A false PERFORMANCE ABATEMENT SERVICES INC CONTRACTOR N/A false PERFORMANCE CONTRACTING INC CONTRACTOR N/A false PREMIER INSULATION INC CONTRACTOR N/A false SPRINKMANN INSULATION INC CONTRACTOR N/A false TRIANGLE ENT INC CONTRACTOR N/A false false false false false false false false false false false false false false false false false false false true