2016-05-24T11:40:56-00:00 2015-10-31 Dennis G Jenkins CPA LLC 1690 Stone Village Lane Suite 501 Kennesaw GA 30152 990 2014-11-01 616038377 Health and Welfare Fund Local 227 HEAL 8004519545 10503 Timberwood Circle Room 200 Louisville KY 40223 Marv Russow Trustee 2016-05-24 true Dennis Jenkins 7704245755 2016-05-24 X 2014 2016-08-17 19:52:53Z Marv Russow 10503 Timberwood Circle Louisville KY 40223 48078545 false X X 1949 KY Provision of Health Benefits to eligible participants. 6 0 15 0 0 55315255 45860188 372591 91567 55647 2126790 55743493 48078545 0 48823987 36983250 859241 801641 0 0 861271 1634288 50544499 39419179 5198994 8659366 23359037 31942177 136878 60652 23222159 31881525 Provision of health benefits. false false 36983250 Health Welfare Benefits 36983250 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 false false true true false false true 4 0 true 15 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 Marv Russow Trustee 001.00 040.00 X 0 40859 0 Bob Blair Trustee 001.00 040.00 X 0 105988 0 Paul Whiteley Trustee 001.00 040.00 X 0 92786 0 Deb McShane Manager 001.00 040.00 X 0 156280 0 395913 1 false true false Reinhart Boerner Van Duren SC 1000 North Water St Ste1700 Milwaukee WI 53210 Legal Services 330366 Humana Inc 500 West St Louisville KY 40202 Claims Administrator 1022670 Anthem Blue Cross Blue Shield 120 Monument Circle Indianapolis IN 46204 Claims Administrator 2841539 BHA Consulting LLC 2400 Laurel Springs Parkway Suwanee GA 30024 Consultant 149687 4 Employer Contributions 41456649 41456649 Participant Contributions 4403539 4403539 45860188 91567 91567 Claims Refunds 2113270 2113270 Stop Loss Claims Refund 10000 10000 Miscellaneous Refunds 3520 3520 2126790 48078545 48078545 0 0 0 36983250 36983250 156280 156280 0 428322 428322 98444 98444 64658 64658 53937 53937 0 325468 325468 75067 75067 0 0 2556 2556 0 284410 284410 0 0 42201 42201 0 0 19532 19532 0 0 17604 17604 22687 22687 Affordable Care Act Fees 618384 618384 Consulting Fees 201657 201657 PCORI Fees 24722 24722 0 39419179 36983250 2435929 738859 8191627 7086525 64304 20278 27154 25125 657743 593392 91885 64351 14983061 10962947 12605460 367249 72389 23359037 31942177 129845 60652 3205 3828 136878 60652 X 23222159 31881525 23222159 31881525 23359037 31942177 8659366 X false true X true false 22240 21882 358 50342 585161 564280 63993 64351 12605460 F Financial derivatives and other financial products Closely-held equity interests 12605460 F 12605460 Federal income taxes 48078545 48078545 48078545 39419179 39419179 39419179 Deb McShane Manager 143769 12511 156280 Form 990, Part VI, Section A, Line 8b The organization has no committees with authority to act on behalf of the Trustees. Form 990, Part VI, Section B, Line 11 The form 990 is reviewed by the Funds attorney who acts on behalf of the Trustees. After review, the form is filed by the Funds independent accountant. Form 990, Part VI, Section B, Line 12c The policy requires the individual with the conflict to disclose the conflict. The organization regularly monitors and enforces compliance with its conflict of interest policy. Form 990, Part VI, Section C, Line 19 The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974. It operates in compliance with the reporting and disclosure requirements of the Subtitle B, Part I 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 their beneficiaries and with the exclusive purpose of providing benefits to them. Thus, 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