2015-02-21T11:49:49-06:00 2014-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2013-05-01 236279906 UNION TROWEL TRADES BENEFIT FUNDS UNIO 7176718551 PO BOX 6480 HARRISBURG PA 17112 LESTER W KAUFFMAN III TRUSTEE 7176718551 2015-02-10 1 ALAN D ROSS CPA P00072435 6107799555 2013 2016-02-25 16:41:14Z LESTER W KAUFFMAN III PO BOX 6840 HARRISBURG PA 17112 31147278 0 X N/A X 1961 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 12 12 9 0 0 0 0 0 7584813 8202415 399294 482998 0 0 7984107 8685413 0 0 8116871 6714329 2590 5055 0 0 0 918311 859096 9037772 7578480 -1053665 1106933 9593500 10838815 160778 150720 9432722 10688095 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT, FULL TIME UNION EMPLOYEES AND BOARD OF TRUSTEES. 0 0 THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 526 0 1 9 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PATH ADMINISTRATORS 7176718551 4785 LINGLESTOWN ROAD SUITE 200 HARRISBURG PA 171120480 X LESTER KAUFFMAN UNION TRUSTEE 10.00 X 0 0 0 MELVIN WATTS UNION TRUSTEE 10.00 X 0 0 0 JACK FIGURED UNION TRUSTEE 10.00 X 0 0 0 RANDY EBERLY UNION TRUSTEE 10.00 X 0 0 0 WALTER SAKOWSKI UNION TRUSTEE 10.00 X 0 0 0 JOSEPH J DAVIS UNION TRUSTEE 10.00 X 0 0 0 GEORGE HARDY MANAGEMENT TRUSTEE 10.00 X 0 0 0 GREGORY HESS MANAGEMENT TRUSTEE 10.00 X 0 0 0 DAVID GIBBLE MANAGEMENT TRUSTEE 10.00 X 0 0 0 JEFFREY WOLFF MANAGEMENT TRUSTEE 10.00 X 0 0 0 JOSEPH SMITH MANAGEMENT TRUSTEE 10.00 X 0 0 0 GREGG BEKELJA MANAGEMENT TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 PATH ADMINISTRATORS 4785 LINGLESTOWN ROAD SUITE 200 HARRISBURG PA 17112 THIRD PARTY ADMINISTRATORS 221248 1 EMPLOYER CONTRIBUTIONS 525100 6959591 6959591 PARTICIPANT CONTRIBUTIONS 525100 682157 682157 RECIPROCAL PLAN CONTRIBUTIONS 525100 560667 560667 8202415 223636 223636 22721227 22461865 259362 259362 259362 8685413 8685413 0 0 6714329 5055 55215 26108 50695 7000 5951 10644 RECIPROCAL PAYMENTS 323302 CONTRACT ADMINISTRATION 221248 PPO ACCESS FEES 73709 PRESCRIPTION, DENTAL & 51112 34112 7578480 593753 849034 59843 938319 1743330 915902 19068 5190 6733267 8130370 444239 9593500 10838815 103920 105531 56858 45189 160778 150720 X 0 0 0 0 9432722 10688095 9432722 10688095 9593500 10838815 1106933 148440 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 45189 45189 X 8783158 148440 148440 8634718 50695 50695 8685413 7539454 0 7539454 50695 -11669 39026 7578480 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 (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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2012. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PART ADMINISTRATOR'S OFFICE UPON REQUEST. BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 5 2163 BERRYHILL STREET HARRISBURG PA 17104 251740666 PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITONS FOR LOCAL 5 MEMBERS PA 501(C)5 0 CARETTI INC 4590 INDUSTRIAL PARK ROAD CAMP HILL PA 17001 CONTRIBUTING EMPLOYER PA 0 FABCON 1200 MOREA ROAD MAHANOY CITY PA 17948 CONTRIBUTING EMPLOYER PA 0 KEENER INC 105 TEXACO ROAD MECHANICSBURG PA 17050 CONTRIBUTING EMPLOYER PA 0 MASONRY PRESERVATION SERVICES 7255 OLD BERWICK ROAD BLOOMSBURG PA 17815 CONTRIBUTING EMPLOYER PA 0 ROMAN MOSIAC AND TILE CO INC 1105 SAUNDERS COURT WEST CHESTER PA 19380 CONTRIBUTING EMPLOYER PA 0 TWK CONSTRUCTION CO INC PO BOX 187 WIND GAP PA 18091 CONTRIBUTING EMPLOYER PA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CARETTI INC S 905695 PER COLLECTIVE BARGAINING AGMT FABCON S 1450586 PER COLLECTIVE BARGAINING AGMT KEENER INC S 344278 PER COLLECTIVE BARGAINING AGMT MASONRY PRESERVATION SERVICES S 404035 PER COLLECTIVE BARGAINING AGMT ROMAN MOSIAC AND TILE CO INC S 437205 PER COLLECTIVE BARGAINING AGMT TWK CONSTRUCTION CO INC S 373151 PER COLLECTIVE BARGAINING AGMT