2014-11-12T11:47:15-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 520904354 SEIU HEALTH AND WELFARE FUND SEIU 2027307500 11 DUPONT CIRCLE NW NO 900 WASHINGTON DC 200361202 ELISEO MEDINA TRUSTEE 2027307000 2014-11-12 1 JOANN WOODSON CPA P01293745 2023319880 2013 2015-11-30 17:44:51Z ELISEO MEDINA 1800 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 31968417 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. 6 6 0 0 0 0 0 0 31188214 31646107 353277 322310 0 0 31541491 31968417 0 0 24764456 27426712 0 0 0 0 0 2490938 2879748 27255394 30306460 4286097 1661957 27623629 29662602 1688471 2290404 25935158 27372198 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 6 6 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 JOHN NESSE 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 0 0 0 0 0 0 0 CIGNA HEALTH CARE 5089 COLLECTIONS CENTER DR CHICAGO IL 60693 ADMIN & ACCESS FEES 1846545 SEGAL COMPANY PO BOX 4059 WASHINGTON DC 10261 ACTUARY FEES 479564 DELTA DENTAL ONE DELTA DRIVE MECHANICSBURG PA 17055 ADMINISTRATION 125161 3 EMPLOYER CONTRIBUTIONS 900099 31001788 31001788 STOP LOSS REIMBURSEMENT 900099 455203 455203 EMPLOYEE CONTRIBUTIONS 900099 189116 189116 31646107 322310 322310 31968417 31646107 0 322310 27426712 32006 25738 7813 1617799 141311 9247 185504 1020 18894 ADMINISTRATIVE SERVICES 783582 PAYROLL AUDIT EXPENSE 44385 OTHER 12449 30306460 -725764 -692078 3826913 4262392 826785 1209911 20483 22639 28906 26360 2694 2546 23587509 24676765 85009 180427 27623629 29662602 97151 220954 1371810 1196382 219510 873068 1688471 2290404 X 25935158 27372198 25935158 27372198 27623629 29662602 1661957 -224917 0 X X 0 1 X 1 0 28906 26360 2546 2546 DUE TO RELATED PARTIES 734837 HEALTH REIMBURSEMENT ACCOUNTS 135418 DEFERRED RENT 2813 873068 X 31691302 -224917 -224917 31916219 7813 44385 52198 31968417 30254262 -7813 -7813 30262075 44385 44385 30306460 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, 2013 AND 2012, 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, 2013, THE STATUE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 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 44,385. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYROLL AUDIT EXPENSES 44,385. 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 2013. 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