2015-09-21T19:41:53-07:00 2014-12-31 202116576 5500Tax Group Inc 110 S Mary Suite 2 268 Nipomo CA 93444 990 2014-01-01 870427760 Union Pacific Railroad Employes Health System UNIO 8015954388 1040 N 2200 W Suite 200 Salt Lake City UT 84116 Rich Egan President 8015954368 2015-09-22 0 Amelia Boyd CPA P00183557 9517845316 2015-08-11 2014 2016-02-25 16:41:14Z Rich Egan 1040 N 220 W Suite 200 Salt Lake City UT 84116 174831046 0 X X 1948 UT To provide health care programs for active and retired members and their dependents of Union Pacific Railroad Company and their subsidiaries 11 11 95 0 0 0 52613792 52331114 117850528 117527215 7799805 3763142 1343476 1190452 179607601 174811923 0 0 174286839 149454589 8686520 8501579 0 0 0 3149087 4464947 186122446 162421115 -6514845 12390808 81666185 89835919 44178378 39957304 37487807 49878615 To provide health care programs for active and retired members and their dependents of Union Pacific Railroad Company and their subsidiaries 0 0 To provide health care programs for active and retired members and their dependents of Union Pacific Railroad Company and subsidiaries 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 99 0 1 95 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Union Pacific Railroad Employes Health System 8015954388 1040 N 2200 W Suite 200 Salt Lake City UT 84116 Rene Orosco A VP Labor Relations UPRR 0 0 X 0 0 0 Jim Larreau NCF and O 0 0 X 0 0 0 Charles A Nowlin General Chairman UTU 0 0 X 0 0 0 Steven R Hirschbein Board Member 0 0 X 0 0 0 John McArthur General Chairman, BRS 0 0 X 0 0 0 Dennis R Albers General Chairman, Allied Federation, BMWED 0 0 X 0 0 0 Sam Mele UPRR 0 0 X 0 0 0 Tim Graumann General Tax Counsel, UPRR 0 0 X 0 0 0 Jim Dayton General Chairman BLET 0 0 X 0 0 0 Brent Leonard Chair, Board of Trustees, UPREHS 0 0 X 0 0 0 Shane K Keller UPRR 0 0 X 0 0 0 Kevin Potts Vice President 40 0 X X 162428 0 0 Rich Egan President 40 0 X X X 196749 0 0 Ben Johnson Director of Pharmacy 40 0 X 136098 0 0 Curt Hughes Pharmacist 40 0 X 129555 0 0 Barbara Pappadakis Director of Government Relations 40 0 X 125722 0 0 Angela Neilson Director of IT 40 0 X 125722 0 0 Robert Esquibel Pharmacist 40 0 X 128126 0 0 1004400 0 0 19 0 1 0 Anthem Blue Cross Blue Shield 332 Washington Street SW Gainesville GA 30501 Network Systems 4752518 VRX LLC 4190 S Highland Dr Suite 250 Salt Lake City UT 84124 Consulting 213959 Cherringtons Inc 3035 3600 W Salt Lake City UT 84119 Heating Contractor 192105 First Data 5565 Glenridge Con Suite 2000 Atlanta GA 30342 Credit Card Processing 172748 Kenneth Neuman 2156 W Happiness Dr West Jordan UT 84084 Consulting 134519 9 0 52331114 0 0 0 0 0 52331114 Employer Contributions 900099 111287449 111287449 0 0 Pharmacy Copayments 900099 6239766 6239766 0 0 0 0 0 0 117527215 3763142 3763142 0 0 0 0 0 0 0 0 0 0 133824 0 19123 0 114701 0 114701 114701 0 0 0 0 0 United Healthcare Clinic 900099 143580 143580 0 0 UHC Medohealth Pharmacy 446110 181745 181745 0 0 Prescription Sales 446110 578880 578880 0 0 171546 171546 0 0 1075751 174811923 122480809 0 0 149454589 359177 4535038 2617139 990225 108509 697891 59324 60820 143996 445164 140938 Transitional Reinsurance Fee 1428336 Postage 390766 Software 257191 Telephone 173062 558950 162421115 0 0 0 1950 1950 419271 14929170 1632005 895019 2123814 1966524 258272 417055 4241355 0 4719575 4241355 66385922 61804879 6125376 5579967 81666185 89835919 32792730 28991853 381614 343132 11004034 10622319 44178378 39957304 X 0 0 0 0 37487807 49878615 37487807 49878615 81666185 89835919 12390808 0 0 0 0 0 X 0 1 X 1 0 435600 0 435600 5647796 -2041276 0 3606520 0 0 0 0 2949036 -2749801 0 199235 0 0 0 0 4241355 Physicians Deferred Compensation 5579967 5579967 Dues paid in advance 5042352 Physicians Deferred Compensation 5579967 10622319 174538934 0 0 0 19123 19123 174519811 0 292112 292112 174811923 167648125 0 0 0 5519123 5519123 162129002 0 292113 292113 162421115 Schedule D, Part XI, Line 2d Certain income and expenses reported as net on the audited financial statements and reported as gross on the Form 990, including Rental Expense Schedule D, Part XI, Line 4b Certain income and expenses reported as net on the audited financial statements and reported as gross on the Form 990, including On Duty Injuries and Physicians Deferred Compensation Schedule D, Part XII, Line 2d Certain income and expenses reported as net on the audited financial statements and reported as gross on the Form 990, including change in estimated reserve for claims incurred but not reported on audited financial statements and Rental Expenses Schedule D, Part XII, Line 4b Certain income and expenses reported as net on the audited financial statements and reported as gross on the Form 990, including Physicians Deferred Compensation and On Duty Injuries X X X X 0 0 0 Rich Egan President 196749 0 0 0 0 0 0 0 0 0 196749 0 0 Kevin Potts Vice President 162428 0 0 0 0 0 0 0 0 0 162428 0 0 Schedule J, Part I, Line 3 a) From time to time the Board of Trustees Compensation Committee requests a third party salary survey and b) annually the Board of Trustees reviews goal achievements and operating results of the operating trustees and the Board of Trustees votes on compensation for executives Dell T Butterfield CEO Non-Qualified X 384821 343132 0 1 1 343132 Form 990, Part VI, Section A, Line 6 The President of the Union Pacific Railroad Company appoints four trustees of the organization. Members of the Bargaining Units that have the largest number of former members of the Missouri Pacific Employees' Health Association who are participating employees under the plan offered by the Corporation elects an additional two trustees of the organization. Accredited representatives of various Bargaining Units representing classes of employees of the Employer Companies elect an additional five trustees of the organization. Form 990, Part VI, Section A, Line 7a Four trustees are appointed by the President of the Union Pacific Railroad Company. An additional two trustees are elected by the membership of the Bargaining Units that have the largest number of former members of the Missouri Pacific Employees' Health Association who are participating employees under the plan offered by the Corporation. The two trustees are collectively referred to as the "MPEHA Union Trustees." An additional five Trustees are elected by accredited representatives (under the Railway labor Act) of various Bargaining Units representing classes of employees of the Employer Companies. Employee representatives are divided into five groups (seven groups including MPEHA Union Trustees) to nominate one or more General Chairpersons or International Representatives from such group and that a majority of the accredited representatives elect one trustee from each group. Each of the five trusteed so elected holds office for a term of four years. The accredited representatives, by two-thirds vote, can recall any trustee elected by them, provided that no recall action has been taken during the time the Board is meeting and for ten days following adjournment. If any said employee group fail to elect a trustee or if the President of the Union Pacific Railroad Company fails to appoint trustees, then the trustees actually elected or appointed will constitute the Board. Form 990, Part VI, Section B, Line 11b Senior management reviews the Form 990 Return of Organization Exempt from Income Tax each year prior to filing The review consists of reconciling the audited financial statements to the 990 return The return is also forwarded to the independent auditors for review As an ERISA plan the Board of Trustees reviews the audited financial statements Under the direction of the Board of Trustees management reviews the reconciliation of financial statement to the Form 5500 Annual Return Report of Employee Benefit Plan and all accompanying statement relating to the annual report. Form 990, Part VI, Section B, Line 12c It is the policy of the Union Pacific Railroad Employes Health Systems UPREHS for any officers and directors and trustees and key employees and highest compensation professional and or other independent contractors to not receive compensation from any other organization or organizations whether tax exempt or taxable that are related to UPREHS through common supervision or common control In additional it is the policy of UPREHS to not allow any officers or directors or trustees or key employees or highest compensated professional and or other independent contractors to be related to each other either through family or business relationships. Form 990, Part VI, Section B, Line 15 a) From time to time the Board of Trustees Compensation Committee requests a third party salary survey and b) annually the Board of Trustees reviews goal achievements and operating results of the operating trustees and the Board of Trustees votes on compensation for executives Form 990, Part VI, Section C, Line 19 The organization makes its governing documents and conflict of interest policy available to the public, upon request Annual reports and financial statements are available to the public as required by ERISA and are available on the Department of Labor EFAST2 website. An extension was timely filed.