2025-11-17T14:36:18-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 530218578 TRANSIT EMPLOYEES' HEALTH & WELFARE PLAN TRAN 3015682294 2701 WHITNEY PLACE 100 FORESTVILLE MD 20747 JAMES MCGEE INTERIM EXECUTIVE DIRECTOR 3015682294 2025-11-14 1 1 AARON M FOX P01365820 2022274000 2025-11-14 2024 2025-03-06 01:10:19Z JAMES MCGEE 2701 WHITNEY PLACE 100 FORESTVILLE MD 20747 193366565 0 X N/A X 1954 MD THE TRANSIT EMPLOYEES' HEALTH & WELFARE FUND (THE PLAN) PROVIDES ITS MEMBERS A RANGE OF BENEFITS. 6 6 17 7 0 0 0 0 176147162 189914890 988949 996694 0 2454981 177136111 193366565 0 0 178850361 185957992 1807974 2041942 0 0 0 1920454 2397288 182578789 190397222 -5442678 2969343 82604437 87748328 265811 520608 82338626 87227720 THE PLAN PROVIDES FOR ITS MEMBERS A FULL RANGE OF BENEFITS INCLUDING BUT NOT LIMITED TO HOSPITAL AND SURGICAL BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH BENEFITS, SICKNESS AND ACCIDENT DISABILITY BENEFITS AND DENTAL BENEFITS. 0 0 HOSPITALIZATION, MEDICAL AND DENTAL INSURANCE, LIFE AND DISABILITY INSURANCE, AND DISABILITY BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 178 0 1 17 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 MD X JAMES MCGEE 3015682294 2701 WHITNEY PLACE FORESTVILLE MD 20747 RAYMOND JACKSON SECRETARY 1.50 0.00 X X 0 0 0 ESKER BILGER TRUSTEE 1.00 0.00 X 0 0 0 KEITH BULLOCK TRUSTEE 1.00 0.00 X 0 0 0 SHERRI T DICKERSON TRUSTEE 1.00 0.00 X 0 0 0 ROBERT TANG TRUSTEE 1.00 0.00 X 0 0 0 BRIAN DWYER TRUSTEE 1.00 0.00 X 0 0 0 JAMES L MCGEE INTERIM EXECUTIVE DIRECTOR 1.00 50.00 X 293150 0 0 CRYSTAL M LONG CHIEF FINANCIAL OFFICER 1.00 50.00 X 174474 0 10716 KERRI KERR DIRECTOR OF BENEFITS & ELIGIBILTY 1.00 39.00 X 156987 0 46857 BRANDON GRAVES DIRECTOR OF WELLNESS 1.00 39.00 X 128370 0 11475 BERTHA VILLATORO SR. MGR, MBR AFFAIRS & SATISFACTION 1.00 39.00 X 123089 0 30907 PHILLIP PLYMOUTH CONTROLLER 1.00 39.00 X 145269 0 10664 JACQUELYN WILSON SR. MGR, HEALTH & WELLNESS 1.00 39.00 X 119430 0 10478 1140769 0 121097 7 0 1 0 PROPEL INC 105 CONTINENTAL PLACE SUITE 400 BRENTWOOD TN 37027 WELLNESS PLATFORM 329000 MODERN ADMINISTRATION SYSTEMS LLC 22 PUTNAM AVENUE CAMBRIDGE MA 02139 BENEFIT MANAGEMENT SYSTEM 297073 THE SEGAL COMPANY 1800 M STREET NW SUITE 900 S WASHINGTON DC 200365880 HEALTHCARE CONSULTING 220550 DOYLE PRINTING & OFFSET 5206 46TH AVENUE HYATTSVILLE MD 20781 PRINTING 166538 ROBERT HALF TECHNOLOGY 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMPORARY STAFFING 137112 8 EMPLOYER CONTRIBUTIONS 900099 151785384 151785384 PARTICIPANT CONTRIBUTIONS 900099 37985858 37985858 H&W LTD PORTION 900099 143648 143648 189914890 995762 995762 932 0 932 932 932 STOP-LOSS INSURANCE PAYMENTS 900099 2451622 2451622 SETTLEMENT INCOME 900099 3359 3359 2454981 193366565 189914890 0 3451675 185957992 478340 1383828 1338 178436 338198 57940 16676 860148 9814 295185 575558 105093 17454 9760 62721 4090 TAXES 21967 STAFF RETENTION 18319 MISCELLANEOUS 4365 190397222 24377181 21839700 29365449 34496874 521564 660924 1084558 524802 590100 559756 27750143 30191074 82604437 87748328 265811 520608 265811 520608 X 82338626 87227720 82338626 87227720 82604437 87748328 2969343 1919751 0 X 0 0 0 343863 249519 94344 740695 275283 465412 559756 X 0 0 0 JAMES L MCGEE INTERIM EXECUTIVE DIRECTOR 293150 0 0 0 0 0 0 0 0 0 293150 0 0 0 KERRI KERR DIRECTOR OF BENEFITS & ELIGIBILTY 156987 0 0 0 0 0 19866 0 26991 0 203844 0 0 0 CRYSTAL M LONG CHIEF FINANCIAL OFFICER 169193 0 0 0 5281 0 0 0 10716 0 185190 0 0 0 PHILLIP PLYMOUTH CONTROLLER 142267 0 0 0 3002 0 0 0 10664 0 155933 0 0 0 BERTHA VILLATORO SR. MGR, MBR AFFAIRS & SATISFACTION 118126 0 0 0 4963 0 6500 0 24407 0 153996 0 0 0 SCHEDULE J, PART I, LINE 3 ALL COMPENSATED EMPLOYEES REPORTED ON PART VII, SECTION A, ARE EMPLOYEES OF TRANSIT EMPLOYEES' HEALTH AND WELFARE PLAN. THE EXECUTIVE DIRECTORS COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. ALL OTHER EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR WITH CONSULTATION FROM THE BOARD OF TRUSTEES. ALL EMPLOYEES' BENEFITS ARE GOVERNED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY (WMATA) AND THE LOCAL UNION 689 OF THE AMALGAMATED TRANSIT UNION (ATU 689). FORM 990, PART VI, SECTION A, LINE 7A THE TWO SPONSORING ORGANIZATIONS, WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY AND AMALGAMATED TRANSIT UNION DIVISION 689, EACH HAVE THE RIGHT TO APPOINT THREE TRUSTEES, FOR A TOTAL OF SIX TRUSTEES. EACH OF THE SPONSORING ORGANIZATIONS HAS THE RIGHT AT ANY TIME TO REPLACE ANY MEMBER APPOINTED BY IT. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES (THE GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE CFO PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A STANDARDS OF CONDUCT FORM IS SIGNED BY EACH TRUSTEE WHICH IMPOSES A STANDING OBLIGATION TO DISCLOSE ANY CONFLICT OF INTEREST TO THE BOARD OF TRUSTEES. AFFECTED TRUSTEES ARE PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATION AND DECISIONS ON TRANSACTIONS WITH POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TRANSIT EMPLOYEES' HEALTH & WELFARE FUND LLC 2701 WHITNEY PLACE SUITE 100 FORESTVILLE MD 20707 472034951 BENEFIT PLAN ADMINISTRATION MD 0 0 TRANSIT EMPLOYEES' HEALTH & WELFARE PLAN AMALGAMATED TRANSIT UNION DIVISION 689 2701 WHITNEY PLACE FORESTVILLE MD 20707 530151930 EMPLOYEE UNION MD 501(C)(5) 0 WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY 600 5TH STREET NW WASHINGTON DC 20001 TRANSIT AUTHORITY DC N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0