2014-02-21T12:42:34-06:00 2013-04-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2012-05-01 236279906 UNION TROWEL TRADES BENEFIT FUNDS UNIO 7176718551 PO BOX 6480 HARRISBURG PA 17112 LESTER W KAUFFMAN III 7176718551 2014-02-10 1 ALAN D ROSS CPA P00072435 6107799555 2012 2015-11-30 17:44:51Z LESTER W KAUFFMAN III PO BOX 6840 HARRISBURG PA 17112 13199335 0 X N/A X 1961 PA PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. 12 12 7 0 0 0 0 0 8307095 7584813 340091 399294 0 0 8647186 7984107 0 0 1676712 8116871 2966 2590 0 0 0 1169555 918311 2849233 9037772 5797953 -1053665 10813417 9593500 415209 160778 10398208 9432722 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 1 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 1 542 0 1 7 1 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 10.00 X 0 0 0 MELVIN WATTS 10.00 X 0 0 0 JACK FIGURED 10.00 X 0 0 0 RANDY EBERLY 10.00 X 0 0 0 WALTER SAKOWSKI 10.00 X 0 0 0 DAVID T KOKOLES 10.00 X 0 0 0 JOSEPH J DAVIS 10.00 X 0 0 0 GREGORY HESS 10.00 X 0 0 0 PERRY SANDERS 10.00 X 0 0 0 JEFFREY WOLFF 10.00 X 0 0 0 JOSEPH SMITH 10.00 X 0 0 0 MARK IEZZI 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 219951 1 EMPLOYER CONTRIBUTIONS 525100 6266239 6266239 PARTICIPANT CONTRIBUTIONS 525100 760248 760248 RECIPROCAL PLAN CONTRIBUTIONS 525100 558267 558267 59 59 7584813 215457 215457 5399065 5215228 183837 183837 183837 7984107 7984107 0 0 8116871 2590 66176 27473 71222 8500 7907 11717 RECIPROCAL PAYMENTS 333041 CONTRACT ADMINISTRATION 219951 PRESCRIPTION, DENTAL & 85132 PPO ACCESS FEES 61077 26115 9037772 902156 593753 294952 59843 802205 1743330 21692 19068 8330624 6733267 461788 444239 10813417 9593500 335890 103920 79319 56858 415209 160778 X 0 0 0 0 10398208 9432722 10398208 9432722 10813417 9593500 -1053665 88179 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 56858 56858 X 8001064 88179 88179 7912885 71222 71222 7984107 8989011 0 8989011 71222 -22461 48761 9037772 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2011. 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 CONTRIBUTING EMPLOYER PA 0 FABCON CONTRIBUTING EMPLOYER MN 0 KEENER INC CONTRIBUTING EMPLOYER PA 0 MASONRY PRESERVATION SERVICES CONTRIBUTING EMPLOYER PA 0 ROMAN MOSAIC AND TILE CO INC 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 723854 PER COLLECTIVE BARGAINING AGMT FABCON S 1102336 PER COLLECTIVE BARGAINING AGMT KEENER INC S 401841 PER COLLECTIVE BARGAINING AGMT MASONRY PRESERVATION SERVICES S 373957 PER COLLECTIVE BARGAINING AGMT ROMAN MOSAIC AND TILE CO INC S 429926 PER COLLECTIVE BARGAINING AGMT