CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND (EIN 23-6263170)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-27
IRS object ID
201602099349300915
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-27T09:26:41-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236263170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL PENNSYLVANIA TEAMSTERS HEALTHBusinessNameLine1Txt
Business Name Line2and welfare fundBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personwilliam shappellPersonNm
Person TitletrusteePersonTitleTxt
Phone6103205500PhoneNum
Signature2016-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouis Verzella CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2016-07-26PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOE SAMOLEWICZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$163,803,630GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.CENTRALPATEAMSTERS.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$183,071TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$183,071NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$101,129,811PYProgramServiceRevenueAmt
CY Program Service Revenue$100,094,222CYProgramServiceRevenueAmt
PY Investment Income$2,220,491PYInvestmentIncomeAmt
CY Investment Income$11,588,795CYInvestmentIncomeAmt
PY Other Revenue-$182,767PYOtherRevenueAmt
CY Other Revenue-$180,481CYOtherRevenueAmt
PY Total Revenue$103,167,535PYTotalRevenueAmt
CY Total Revenue$111,502,536CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$97,928,613PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$98,960,550CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,099,186PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,153,073CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,599,506PYOtherExpensesAmt
CY Other Expenses$2,922,204CYOtherExpensesAmt
PY Total Expenses$104,627,305PYTotalExpensesAmt
CY Total Expenses$105,035,827CYTotalExpensesAmt
PY Revenues Less Expenses-$1,459,770PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,466,709CYRevenuesLessExpensesAmt
Total Assets BOY$109,027,822TotalAssetsBOYAmt
Total Assets EOY$102,087,480TotalAssetsEOYAmt
Total Liabilities BOY$693,251TotalLiabilitiesBOYAmt
Total Liabilities EOY$623,883TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$108,334,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$101,463,597NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2398IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOSEPH J SAMOLEWICZPersonNm
Phone6103205500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SHAPPELL
UNION TRUSTEE2.0050.00Yes (X)$0$98,623$62,712
THOMAS J VENTURA
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
DANIEL SCHMIDT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
HOWARD W RHINIER
UNION TRUSTEE2.0040.00Yes (X)$0$94,218$40,354
KEITH YOUST
UNION TRUSTEE (P)2.0050.00Yes (X)$0$46,660$35,752
Ken Ross
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
CHARLES SHAFER
UNION TRUSTEE2.0040.00Yes (X)$0$93,410$61,518
JEFFREY STRAUSE
UNION TRUSTEE2.0050.00Yes (X)$0$78,311$58,015
ERIC BUCHEIT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
Kevin Bolig
Union Trustee2.0050.00Yes (X)$0$85,419$50,818
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR22.5022.50$78,005$78,005$83,300Yes (X)
MARTIN L CULLEN
ASST FUND ADMINISTRATOR22.5022.50$57,261$57,261$73,530Yes (X)
JAMES STRICKER
INFORMATION TECHNOLOGY22.5022.50$50,851$50,851$70,506Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$186,117TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$682,758TotReportableCompRltdOrgAmt
Total Other Compensation$536,505TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HEALTHAMERICA OF PENNSYLVANIA INC
3721 TecPort DriveHARRISBURGPA17106CLAIMS PROCESSING$2,002,615
Multiplan
115 Fifth Ave 7th FloorNew YorkNY10003CLAIMS PROCESSING$264,492
BASYS INC
3700 KOPPERS ST STE 400BALTIMOREMD21227COMPUTER SERVICES$253,816
Stevens & Lee
1818 Market Street 29th floorPHILADELPHIAPA19103LEGAL SERVICES$227,150
DELTA DENTAL OF PENNSYLVANIA
One Delta DriveMECHANICSBURGPA17055CLAIMS PROCESSING$225,534
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$94,036,998$94,036,998
PARTICIPANT CONTRIBUTIONS525100$5,017,094$5,017,094
RETIREE DRUG SUBSIDY-MEDICARE PAR525100$1,040,130$1,040,130
FieldValueIRS element (for citing)
Total Program Service Revenue$100,094,222TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,472,358TotalRevenueColumnAmt
Exclusion$2,472,358ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$61,417,531SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,301,094SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,116,437SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,116,437TotalRevenueColumnAmt
Related Or Exempt Func Income$9,116,437RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME900099$2,634$2,634
FOREIGN CURRENCY900099-$44-$44
PASS THROUGH INCOME FROM PARTNERS900099-$183,071-$183,071
FieldValueIRS element (for citing)
Other Revenue Total-$180,481OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,502,536TotalRevenueColumnAmt
Related Or Exempt Func Income$109,210,659RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$183,071UnrelatedBusinessRevenueAmt
Exclusion$2,474,948ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$98,960,550TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,500,242TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$781,871TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$746,210TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$124,750TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$577,743TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$80,965TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$321,120TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$639,486TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$550,108TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$356,264TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$149,101TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$39,817TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,745TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$54,067TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$112,963TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$28,193
ALLOCATED DEPRECIATION$4,213
PAYROLL AUDIT EXPENSE$3,530
INVESTMENT TAXES$1,889

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$105,035,827TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,637,046BOYAmt
EOY$2,760,093EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,425,569BOYAmt
EOY$2,103,656EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,341,436BOYAmt
EOY$7,752,818EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$125,015BOYAmt
EOY$130,636EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,395,291LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,261,125LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$67,620BOYAmt
EOY$134,166EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$75,262,084BOYAmt
EOY$79,525,812EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,709,169BOYAmt
EOY$9,256,357EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$459,883BOYAmt
EOY$423,942EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,027,822BOYAmt
EOY$102,087,480EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$562,827BOYAmt
EOY$408,649EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$130,424BOYAmt
EOY$215,234EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$693,251BOYAmt
EOY$623,883EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$108,334,571BOYAmt
EOY$101,463,597EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$108,334,571BOYAmt
EOY$101,463,597EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,027,822BOYAmt
EOY$102,087,480EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,466,709ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,520,754NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$183,071OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,459OtherCostOrOtherBasisAmt
Depreciation$6,459DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,002,710OtherCostOrOtherBasisAmt
Depreciation$1,880,874DepreciationAmt
Book Value$121,836BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$386,122OtherCostOrOtherBasisAmt
Depreciation$373,792DepreciationAmt
Book Value$12,330BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$134,166TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$9,256,357BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$9,256,357TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO RELATED PARTIES$15,448
DUE TO BROKER FOR PURCHASES OF SECURITIES$121,738
Obligation under capital lease$78,048
FieldValueIRS element (for citing)
Total Liability$215,234TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$97,843,154TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,520,754NetUnrealizedGainsInvstAmt
Revenue Not Reported-$13,520,754RevenueNotReportedAmt
Revenue Subtotal$111,363,908RevenueSubtotalAmt
Investment Expenses Not Incld$321,699InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$183,071OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$138,628RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$111,502,536TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$104,714,128TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$104,714,128ExpensesSubtotalAmt
Investment Expenses Not Incld2$321,699InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$321,699ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$105,035,827TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however this may differ depending upon the circumstances of the Plan.
Part XI, Line 4b - Other Adjustments:PASS THROUGH LOSS FROM PARTNERSHIP K-1's -183,071.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM SHAPPELL
UNION TRUSTEE$0$98,623$0$0$0$0$0$31,356$0$31,356$0$161,335$0$0
CHARLES SHAFER
UNION TRUSTEE$0$93,410$0$0$0$0$0$30,759$0$30,759$0$154,928$0$0
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR$78,005$78,005$0$0$0$0$22,925$22,925$18,725$18,725$119,655$119,655$0$0
MARTIN L CULLEN
ASST FUND ADMINISTRATOR$57,261$57,261$0$0$0$0$19,872$19,872$16,893$16,893$94,026$94,026$0$0
JAMES STRICKER
INFORMATION TECHNOLOGY$50,851$50,851$0$0$0$0$18,927$18,927$16,326$16,326$86,104$86,104$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11THE INDEPENDENT PUBLIC ACCOUNTANT, NOVAK FRANCELLA LLC, PRESENTS A DRAFT FORM 990 TO THE TRUSTEES AT A MEETING TO BE HELD PRIOR TO THE FILING FOR TRUSTEE REVIEW AS WELL AS LEGAL COUNSEL REVIEW.
Form 990, Part VI, Section B, line 12cONCE A YEAR, THE CONFLICT OF INTEREST POLICY IS LOOKED AT FOR THE INVESTMENT MANAGERS AND INVESTMENT CONSULTANT. THE TRUSTEES AND KEY EMPLOYEES ARE SUPPOSED TO DISCLOSE ANY CONFLICT AS SOON AS THEY KNOW ABOUT IT.
Form 990, Part VI, Section B, line 15THE TRUSTEES REVIEW THE ADMINISTRATOR'S SALARY ON A YEARLY BASIS IN EXECUTIVE SESSION. THE SALARY INCREASES FOR ASSISTANT ADMINISTRATOR, CONTROLLER, HR MANAGER, IT MANAGER AND ALL OTHER EMPLOYEES ARE DISCUSSED AS FOLLOWS: THE CONTROLLER GETS THE CPI NUMBER FOR THE YEAR AND THE ASSISTANT ADMINISTRATOR USES THAT PERCENTAGE AS A PROPOSED BASIS FOR SALARY INCREASES. AT THAT POINT THE COMPENSATION COMMITTEE IS GIVEN THE PROPOSED PERCENTAGE AS WELL AS HOW MUCH THAT PERCENTAGE WOULD COST THE FUND. THE COMPENSATION COMMITTEE AND THE TRUSTEES THEN HAVE A MEETING WITH THE ADMINISTRATOR AND INFORM HIM OF THE APPROVED INCREASE AND WHETHER OR NOT THERE WOULD BE ANY MERIT INCREASES ALLOWED.
Form 990, Part VI, Section C, line 19THE FUND SENDS THE GOVERNING DOCUMENTS (SPD) TO ALL MEMBERS WHEN PRINTED AS WELL AS TO ALL NEW MEMBERS. CONFLICT OF INTEREST POLICY - NOT GIVEN TO PARTICIPANTS. ALL PARTICIPANTS ARE SENT SAR'S ANNUALLY AND THE FINANICAL STATEMENT IS MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A:JOSEPH J. SAMOLEWICZ, FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. MARTIN L. CULLEN, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS.
Form 990, Part XI, line 9:PASS THROUGH LOSS FROM PARTNERSHIP K-1's 183,071.
FORM 990, PART XII, LINE 2C:THE GOVERNING BODY (TRUSTEES) OF CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
BERKS COUNTY JAIL SYSTEM
236003049locAL GOVERNMENTPA0
BERN TOWNSHIP
236000249LOCAL GOVERNMENTPA0
BIRDSBORO BOROUGH
236003118LOCAL GOVERNMENTPA0
BOROUGH OF BERWICK
246000568LOCAL GOVERNMENTPA0
DENVER BOROUGH
236002983LOcAL GOVERNMENTPA0
EXETER TWP BD OF SUPV
236000327LOCAL GOVERNMENTPA0
LOYALSOCK TOWNSHIP
246001483LOCAL GOVERNMENTPA0
MAHANOY CITY BOROUGH
236002892LOCAL GOVERNMENTPA0
MILTON REGIONAL SEWER ATH
300093422LOCAL GOVERNMENTPA0
MUHLENBERG TOWNSHIP
236000435LOCAL GOVERNMENTPA0
MUHLENBERG TOWNSHIP AUTH
256010770LOCAL GOVERNMENTPA0
NESCOPECK BOROUGH
246000638LOCAL GOVERNMENTPA0
NEWBERRY TWP BD OF SUPV
236000437loCAL GOVERNMENTPA0
NORTHUMBERLAND COUNTY
246000742LOCAL GOVERNMENTPA0
PA CONFERENCE OF TEAMSTER
232311355LOCAL GOVERNMENTPA0
POLK TOWNSHIP SUPERVISORS
246001528LOCAL GOVERNMENTPA0
RDG REGIONAL AIRPORT AUTH
236050410LOCAL GOVERNMENTPA0
SCHUYLKILL COUNTY PRISON
236003048LOCAL GOVERNMENTPA0
SMITHFIELD TOWNSHIP
232089952LOCAL GOVERNMENTPA0
SNYDER COUNTY
236003152loCAL GOVERNMENTPA0
SPRING GARDEN TWP BOC
236003037LOCAL GOVERNMENTPA0
SPRINGETTSBURY TOWNSHIP
236000513LOCAL GOVERNMENTPA0
SUMMIT HILL BOROUGH
246000664LOCAL GOVERNMENTPA0
TEAMSTERS LOCAL UNION 229
240565465LABOR UNIONPA501(c)(5)0
TEAMSTERS LOCAL UNION 429
230724625LABOR UNIONPA501(c)(5)0
TEAMSTERS LOCAL UNION 764
240773584LABOR UNIONPA501(c)(5)0
TEAMSTERS LOCAL UNION 771
231071860LABOR UNIONPA501(c)(5)0
TEAMSTERS LOCAL UNION 773
230724667LABOR UNIONPA501(c)(5)0
TEAMSTERS LOCAL UNION 776
231147664LABOR UNIONPA501(c)(5)0
UPPER MT BETHEL TOWNSHIP
246001583LOCAL GOVERNMENTPA0
WASHINGTON TOWNSHIP
236000563locAL GOVERNMENTPA0
WEST READING BOROUGH
236002959locAL GOVERNMENTPA0
WEST YORK BOROUGH FIREFIG
236003014LOCAL GOVERNMENTPA0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (58 entries)

Legal Domicile StateLegalDomicileStateCd
3B SERVICES INC
PA
ABM INDUSTRIES JANITORIAL
PA
AIRGAS SPECIALTY PRODUCTS
GA
ANTHRACITE INDUSTRIES INC
PA
ARAMARK COFFEE
PA
ARKANSAS BEST FREIGHT SYS
AR
ARKEMA INC
PA
BERKS PACKING COMPANY INC
PA
BRENNTAG NORTHEAST INC
PA
CANTEEN VENDING SERVICES
NC
CARL R BIEBER INC
PA
CEMPORT INC
NJ
CENTRAL BUILDERS SUPPLY C
PA
CENTRE CONCRETE COMPANY
PA
CPC TANKER LLC
MO
DBA ALL STAR DISTRIBUTG
PA
DAIRY FARMERS OF AMERICA
PA
E J BRENEMAN L P
PA
EJB PAVING AND MATERIALS
PA
ELCO HAUSMAN DIV OF
PA
EMPIRE WRECKNG CO OF RDG
PA
ENERFAB POWER & INDUSTRIAL
PA
GOODMAN VENDING SERVICE
PA
GROCERY HAULERS INC
NJ
HENKELS & MCCOY INC
PA
HESS TRUCKING COMPANY
PA
INT SCRAP IRON & METAL CO
PA
J D M MATERIALS CO INC
PA
JONES MOTOR CO INC
PA
KUNZLER & COMPANY INC
PA
LEHIGH VALLEY DAIRIES
TX
LEHIGH VALLEY DAIRIES INC
TX
LENTZ MILLING COMPANY
PA
MILLER ROBESONIA TRUCK SV
NJ
NEW PENN MOTOR EXPRESS IN
PA
PENNSY SUPPLY INC
PA
PETRO OIL
NY
POLLOCK-READING INC
PA
PRECISION PIPELINE LLC
WI
RABBIT TRANSIT
PA
READING FOUNDRY & SUPPLY
PA
SAVOR STREET FOODS INC
PA
SHEEHAN PIPE LINE CONSTR
OK
SINGER EQUIPMENT CO INC
PA
SUPERVALU INC
AZ
THE HILLIS GROUP LLC
PA
UNITED PARCEL SERVICE
OH
UPS CARTAGE SERVICES INC
OH
US PIPELINE INC
TX
WALTER W ZEIGLER & SONS
PA
WEINER IRON & METAL CORP
PA
WELDED CONSTRUCTION
OH
WINDSOR SERVICE TRUCKING
PA
WOOD-MODE INCORPORATED
PA
YEAGER SUPPLY INC
PA
YORK CONCRETE CO
PA
YORK GROUP INC
PA
YRC FREIGHT
KS
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
P$2,506,925FMV
TEAMSTERS LOCAL UNION NO 429
K$134,727FMV

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