2015-11-12T14:15:15-06:00 2014-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2014-01-01 520904354 SEIU HEALTH AND WELFARE FUND SEIU 2027307500 11 DUPONT CIRCLE NW NO 900 WASHINGTON DC 200361202 KURT EDELMAN TRUSTEE 2027307000 2015-11-12 1 JOANN WOODSON CPA P01293745 2023319880 2014 2016-02-25 16:41:14Z KURT EDELMAN 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 34321890 0 X N/A X 1969 DC THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER, COLLECTIVELY BARGAINED, SELF INSURED, AND INSURED HEALTH AND WELFARE PLAN. 7 7 0 0 0 0 0 0 31646107 34023982 322310 292241 0 5667 31968417 34321890 0 0 27426712 31038316 0 0 0 0 0 2879748 2540834 30306460 33579150 1661957 742740 29662602 29809136 2290404 1763113 27372198 28046023 SEE SCHEDULE O 0 0 THE PLAN PROVIDED HEALTH, DENTAL, VISION, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 4 0 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X ERICA WILLIAMS 2027307545 11 DUPONT CIRCLE STE 900 WASHINGTON DC 200361202 X JAVIER MORILLO UNION TRUSTEE 1.00 X 0 0 0 KURT EDELMAN UNION TRUSTEE 1.00 X 0 0 0 TOM BALANOFF UNION TRUSTEE 1.00 X 0 0 0 CHRISTOPHER B BOUVIER ER TRUSTEE 1.00 X 0 0 0 SITA MORANTZ ER TRUSTEE 1.00 X 0 0 0 DAVE E MONROE JR ER TRUSTEE 1.00 X 0 0 0 JOHN NEESE ER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CIGNA HEALTH CARE 5089 COLLECTIONS CENTER DR CHICAGO IL 60693 ADMIN & ACCESS FEES 1732073 SEGAL COMPANY PO BOX 4059 WASHINGTON DC 10261 ACTUARY FEES 321681 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATION 158329 3 EMPLOYER CONTRIBUTIONS 900099 33650597 33650597 STOP LOSS REIMBURSEMENT 900099 226490 226490 EMPLOYEE CONTRIBUTIONS 900099 146895 146895 34023982 292241 292241 OTHER REVENUE 900099 5667 5667 5667 34321890 34029649 0 292241 31038316 21009 30500 9425 1355630 109099 10054 165021 980 19638 ADMINISTRATIVE SERVICES 810013 PAYROLL AUDIT EXPENSE 9465 33579150 -692078 -825414 4262392 5057154 1209911 447666 22639 23064 28906 27340 2546 1566 24676765 24891316 180427 213784 29662602 29809136 220954 117099 1196382 1438125 873068 207889 2290404 1763113 X 27372198 28046023 27372198 28046023 29662602 29809136 742740 -68915 0 X X 0 1 X 1 0 28906 27340 1566 1566 DUE TO RELATED PARTIES 83757 HEALTH REIMBURSEMENT ACCOUNTS 124132 207889 X 34234085 -68915 -68915 34303000 9425 9465 18890 34321890 33560260 0 33560260 9425 9465 18890 33579150 PART X, LINE 2: THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS 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, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYROLL AUDIT EXPENSES 9,465. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYROLL AUDIT EXPENSES 9,465. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS EMAILED TO ALL UNION AND EMPLOYER TRUSTEES IN PDF FORMAT FOR THEIR REVIEW AND COMMENT. THE FORM 990 IS THEN SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12 THE FUND DOES NOT HAVE THESE POLICIES. HOWEVER, ITS OFFICERS ARE COVERED UNDER SERVICE EMPLOYEES INTERNATIONAL UNION POLICIES, SUCH AS THE CODE OF ETHICS, CONFLICT OF INTEREST, AND WHISTLEBLOWER PROTECTION POLICIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE IN 2014. 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