CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND (EIN 23-6263170)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-22
IRS object ID
201302039349300410
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-22T10:14:20-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN611436956EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN236263170EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CENTRAL PENNSYLVANIA TEAMSTERSBusinessNameLine1
Business Name Line2HEALTH AND WELFARE FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCENTNameControl
Phone6103205500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1
CityWYOMISSINGCity
StatePAState
ZIP Code19610ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM SHAPPELLName
TitleTRUSTEETitle
Phone6103205500Phone
Date Signed2013-07-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLOUIS VERZELLA CPAName
PTINP00360279PTIN
Phone6106689400Phone
Date Prepared2013-07-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOE SAMOLEWICZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11055 SPRING STREETAddressLine1
CityWYOMISSINGCity
StatePAState
ZIP Code19610ZIPCode
FieldValueIRS element (for citing)
Gross Receipts122241929GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.CENTRALPATEAMSTERS.COMWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1952YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members10NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI-314063TotalGrossUBI
Net Unrelated Business Txbl Income-314063NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year101788151ProgramServiceRevenuePriorYear
Program Service Revenue CY101778981ProgramServiceRevenueCY
Investment Income Prior Year1482226InvestmentIncomePriorYear
Investment Income Current Year3995563InvestmentIncomeCurrentYear
Other Revenue Prior Year-119848OtherRevenuePriorYear
Other Revenue Current Year-310998OtherRevenueCurrentYear
Total Revenue Prior Year103150529TotalRevenuePriorYear
Total Revenue Current Year105463546TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year104284758BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY98623425BenefitsPaidToMembersCY
Salaries Etc Prior Year2990075SalariesEtcPriorYear
Salaries Etc Current Year3119961SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2691211OtherExpensePriorYear
Other Expenses Current Year2655250OtherExpensesCurrentYear
Total Expenses Prior Year109966044TotalExpensesPriorYear
Total Expenses Current Year104398636TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-6815515RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1064910RevenuesLessExpensesCY
Total Assets BOY85581799TotalAssetsBOY
Total Assets EOY93169368TotalAssetsEOY
Total Liabilities BOY413859TotalLiabilitiesBOY
Total Liabilities EOY439904TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY85167940NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY92729464NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962913NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members10NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOSEPH J SAMOLEWICZNamePerson
Telephone Number6103205500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11055 SPRING STAddressLine1
CityWYOMISSINGCity
StatePAState
ZIP Code19610ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
WILLIAM SHAPPELL
UNION TRUSTEE2.0040.00X08789151119
THOMAS J VENTURA
EMPLOYER TRUSTEE2.00X000
KEITH L NOLL
UNION TRUSTEE (P)2.00X000
DANIEL SCHMIDT
EMPLOYER TRUSTEE2.00X000
HOWARD W RHINIER
UNION TRUSTEE2.0040.00X09366032577
TOMM FORREST
EMPLOYER TRUSTEE2.00X000
J CHRISTOPHER MICHAEL
EMPLOYER TRUSTEE2.00X000
KEITH YOUST
UNION TRUSTEE2.0040.00X08346849819
KEN ROSS
EMPLOYER TRUSTEE2.00X000
CHARLES SHAFER
UNION TRUSTEE2.0040.00X08497752790
JEFFREY STRAUSE
UNION TRUSTEE2.0040.00X06978947001
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR22.5022.50742807427974051X
MARTIN L CULLEN
ASST FUND ADMINISTRATOR22.5022.50530805307964067X
FieldValueIRS element (for citing)
Total Reportable Comp From Org127360TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs547143TotalReportableCompFrmRltdOrgs
Total Other Compensation371424TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
HEALTHAMERICA OF PENNSYLVANIA INC
3721 TECPORT DRIVEHARRISBURGPA17106CLAIMS PROCESSING2345982
WILLIG WILLIAMS & DAVIDSON
1845 WALNUT STREET - 24TH FLOORPHILADELPHIAPA19103LEGAL SERVICES254879
GENERAL PRESCRIPTION PROGRAM INC
222 LAFAYETTE STREETNEWARKNJ07105CLAIMS PROCESSING252837
DELTA DENTAL OF PENNSYLVANIA
ONE DELTA DRIVEMECHANICSBURGPA17055CLAIMS PROCESSING246058
BASYS INC
857 ELKRIDGE LANDING ROAD SUITE 70LINTHICUMMD21090COMPUTER ADMIN SVCS157083
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS5251008812028188120281
PARTICIPANT CONTRIBUTIONS5251001220480312204803
RETIREE DRUG SUBSIDY-MEDICARE PAR52510014538971453897
FieldValueIRS element (for citing)
Total Program Service Revenue101778981TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2440784TotalRevenueColumn
Exclusion$2,440,784ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities18333162Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities16778383Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1554779Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1554779TotalRevenueColumn
Exclusion$1,554,779ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
MISCELLANEOUS INCOME9000993065$3,065
PASS THROUGH INCOME FROM PARTNERS900099-314063-314063
FieldValueIRS element (for citing)
Total Other Revenue-310998TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column105463546TotalRevenueColumn
Related Or Exempt Function Income101778981RelatedOrExemptFunctionIncome
Unrelated Business Revenue-314063UnrelatedBusinessRevenue
Exclusion$3,998,628ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total98623425Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1538087Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total827137Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total622487Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total132250Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total466105Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total84623Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total211689Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total706577Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total613892Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total226076Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total161180Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total33686Total

Interest Interest

FieldValueIRS element (for citing)
Total748Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total34293Total

Insurance Insurance

FieldValueIRS element (for citing)
Total82018Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
ALLOCATED DEPRECIATION23474
PAYROLL AUDIT EXPENSE7234
COBRA SUBSIDY2477
INVESTMENT TAXES1178

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total104398636Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1795331BOY
EOY2568828EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1699544BOY
EOY1284769EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7931560BOY
EOY8019545EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY90375BOY
EOY83767EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2207310LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2132421LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY64626BOY
EOY74889EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY53763006BOY
EOY60149733EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY19696231BOY
EOY20501553EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY541126BOY
EOY486284EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY85581799BOY
EOY93169368EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY388087BOY
EOY388705EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY25772BOY
EOY51199EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY413859BOY
EOY439904EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY85167940BOY
EOY92729464EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY85167940BOY
EOY92729464EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY85581799BOY
EOY93169368EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1064910ReconcilationRevenueExpenses
Reconciliation Unrealized Invest6182551ReconciliationUnrealizedInvest
Reconcilation Other Changes314063ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1574OtherCostOrOtherBasis
Depreciation1574Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1828390OtherCostOrOtherBasis
Depreciation1753501Depreciation
Book Value74889BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis377346OtherCostOrOtherBasis
Depreciation377346Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings74889TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
103-12 INVESTMENT ENTITY9721367F
LIMITED PARTNERSHIP6907264F
MASTER LIMITED PARTNERSHIP3872922F
FieldValueIRS element (for citing)
Total Of Book Value Securities20501553TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO RELATED PARTIES$24,408
DUE TO BROKER FOR PURCHASES OF SECURITIES$26,791
FieldValueIRS element (for citing)
Total Of Amounts51199TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt111745994TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments6182551NetUnrealizedGainsInvestments
Revenue Not Rptd F9906182551RevenueNotRptdF990
Revenue Subtotal105563443RevenueSubtotal
Investment Expenses Not Included211689InvestmentExpensesNotIncluded
Other Revenues Not Included-311586OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-99897RevenueNotRptdOnFinStmt
Total Revenue Per Form990105463546TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt104184470TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal104184470ExpensesSubtotal
Investment Expenses Not Included2211689InvestmentExpensesNotIncluded2
Other Expenses Not Included2477OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt214166ExpensesNotRptdOnFinStmt
Total Expenses Per Form990104398636TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009.
PART XI, LINE 4B - OTHER ADJUSTMENTS:PASS THROUGH INCOME FROM PARTNERSHIP K-1'S -314,063. COBRA SUBSIDY 2,477.
PART XII, LINE 4B - OTHER ADJUSTMENTS:COBRA SUBSIDY 2,477.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR742807427900002013020131168951689511130511130500
MARTIN L CULLEN
ASST FUND ADMINISTRATOR5308053079000017010170111502315023851138511300

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE INDEPENDENT PUBLIC ACCOUNTANT, NOVAK FRANCELLA LLC, PRESENTS A DRAFT FORM 990 TO THE TRUSTEES AT A MEETING TO BE HELD PRIOR TO THE FILING FOR TRUSTEE REVIEW AS WELL AS LEGAL COUNSEL REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CONCE A YEAR, THE CONFLICT OF INTEREST POLICY IS LOOKED AT FOR THE INVESTMENT MANAGERS AND INVESTMENT CONSULTANT. THE TRUSTEES AND KEY EMPLOYEES ARE SUPPOSED TO DISCLOSE ANY CONFLICT AS SOON AS THEY KNOW ABOUT IT.
FORM 990, PART VI, SECTION B, LINE 15THE TRUSTEES REVIEW THE ADMINISTRATOR'S SALARY ON A YEARLY BASIS IN EXECUTIVE SESSION. THE SALARY INCREASES FOR ASSISTANT ADMINISTRATOR, CONTROLLER, HR MANAGER, IT MANAGER AND ALL OTHER EMPLOYEES ARE DISCUSSED AS FOLLOWS: THE CONTROLLER GETS THE CPI NUMBER FOR THE YEAR AND THE ASSISTANT ADMINISTRATOR USES THAT PERCENTAGE AS A PROPOSED BASIS FOR SALARY INCREASES. AT THAT POINT THE COMPENSATION COMMITTEE IS GIVEN THE PROPOSED PERCENTAGE AS WELL AS HOW MUCH THAT PERCENTAGE WOULD COST THE FUND. THE COMPENSATION COMMITTEE AND THE TRUSTEES THEN HAVE A MEETING WITH THE ADMINISTRATOR AND INFORM HIM OF THE APPROVED INCREASE AND WHETHER OR NOT THERE WOULD BE ANY MERIT INCREASES ALLOWED.
FORM 990, PART VI, SECTION C, LINE 19THE FUND SENDS THE GOVERNING DOCUMENTS (SPD) TO ALL MEMBERS WHEN PRINTED AS WELL AS TO ALL NEW MEMBERS. CONFLICT OF INTEREST POLICY - NOT GIVEN TO PARTICIPANTS. ALL PARTICIPANTS ARE SENT SAR'S ANNUALLY AND THE FINANICAL STATEMENT IS MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A:JOSEPH J. SAMOLEWICZ, FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. MARTIN L. CULLEN, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS.
FORM 990, PART XI, LINE 9:PASS THROUGH INCOME FROM PARTNERSHIP K-1'S 314,063.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C:THE GOVERNING BODY (TRUSTEES) OF CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (35 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
1055 SPRING STREETWYOMISSINGPA19610236262789PENSION PLANPA401(A)0
BERKS COUNTY PRISON
LOCAL GOVERNMENTPA0
BIRDSBORO BOROUGH
LOCAL GOVERNMENTPA0
BOROUGH OF BERWICK
LOCAL GOVERNMENTPA0
LOYALSOCK TOWNSHIP
LOCAL GOVERNMENTPA0
MAHANOY CITY BOROUGH
LOCAL GOVERNMENTPA0
MILTON REGIONAL SEWER AUTHORITY
LOCAL GOVERNMENTPA0
MUHLENBERG TOWNSHIP
LOCAL GOVERNMENTPA0
MUHLENBERG TOWNSHIP AUTH
LOCAL GOVERNMENTPA0
NESCOPECK BOROUGH
LOCAL GOVERNMENTPA0
NEWBERRY TOWNSHIP
LOCAL GOVERNMENTPA0
NORTHUMBERLAND COUNTY
LOCAL GOVERNMENTPA0
PA CONFERENCE OF TEAMSTERS
814 N 2ND STHARRISBURGPA17102232311355LABOR UNIONPA501(C)(5)0
READING REGIONAL AIRPORT AUTH
LOCAL GOVERNMENTPA0
SCHUYLKILL COUNTY PRISON
LOCAL GOVERNMENTPA0
SMITHFIELD TOWNSHIP
LOCAL GOVERNMENTPA0
SNYDER COUNTY
LOCAL GOVERNMENTPA0
SPRING GARDEN TOWNSHIP
LOCAL GOVERNMENTPA0
SPRINGETTSBURY TOWNSHIP
LOCAL GOVERNMENTPA0
SUMMIT HILL BOROUGH
LOCAL GOVERNMENTPA0
TEAMSTERS LOCAL UNION NO 229
3104 N MAIN STREETSCRANTONPA18508240565465LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 312
1 EAST 15TH STREETCHESTERPA19013231154457LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 401
260 SOUTH WASHINGTON STREETWILKESBARREPA18701240740310LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 429
1055 SPRING STREETWYOMISSINGPA19610230724625LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 764
450 BEAVER STREETMILTONPA17847240773584LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 771
1025 N DUKE STREETLANCASTERPA17602231071860LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 773
1345 HAMILTON STREETALLENTOWNPA18102230724667LABOR UNIONPA501(C)(5)0
TEAMSTERS LOCAL UNION NO 776
2552 JEFFERSON STREETHARRISBURGPA17110231147664LABOR UNIONPA501(C)(5)0
TOWNSHIP OF BERN
LOCAL GOVERNMENTPA0
UPPER MT BETHEL TOWNSHIP
LOCAL GOVERNMENTPA0
WEST PENN TOWNSHIP
LOCAL GOVERNMENTPA0
WEST YORK BOROUGH
LOCAL GOVERNMENTPA0
WEST YORK BOROUGH FIREFIGHTERS
LOCAL GOVERNMENTPA0
YORK COUNTY TRANSIT AUTH
LOCAL GOVERNMENTPA0

Form990 Schedule R Part IV Form990ScheduleRPartIV (54 entries)

Legal Domicile StateLegalDomicileStateControlled OrgControlledOrg
ACME MARKETSALBERTSONS
AZ0
AIRGAS SPECIALTY PRODUCTS
GA0
AMERICAN STEEL & ALUMINUM
PA0
ANTHRACITE INDUSTRIES INC
NJ0
ARAMARK COFFEE
PA0
ARKANSAS BEST FREIGHT SYS INC
AR0
ARKEMA INC
PA0
ASSOCIATED WHOLESALERS IN
PA0
AYCOCK DIVISION OF ENERFAB
OH0
BERKS PACKING COMPANY INC
PA0
BLANSKI INC
PA0
BRENNTAG NORTHEAST INC
PA0
CANTEEN VENDING SERVICE
NC0
CARL R BIEBER INC
PA0
CEMPORT INC
NJ0
CENTRE CONCRETE COMPANY
PA0
DAIRY FARMERS OF AMERICA
PA0
E J BRENEMAN LP
PA0
EJB PAVING AND MATERIALS
PA0
ELCO HAUSMAN DIV OF NEW ENTERPRISES
PA0
EMPIRE WRECKING CO OF READING
PA0
EXETER TOWNSHIP BOARD OF SUPERVISORS
PA0
GOODMAN VENDING SERVICE
PA0
HESS TRUCKING COMPANY
PA0
INT SCRAP IRON & METAL CO
PA0
JDM MATERIALS CO INC
PA0
JONES MOTOR CO INC
PA0
KUNZLER & COMPANY INC
PA0
LEHIGH VALLEY DAIRIES INC
PA0
LENTZ MILLING COMPANY
PA0
METALS USA
PA0
MORRIS KREITZ & SONS INC
PA0
NEW PENN MOTOR EXPRESS
PA0
NEW PENN MOTOR EXPRESS
PA0
OROGRAIN BAKERIES SALES INC
PA0
PENNSY SUPPLY
PA0
PENSKE TRUCK LEASING CO
PA0
PETRO OIL
NY0
POLLOCK-READING INC
PA0
READING EAGLE COMPANY
PA0
READING FOUNDRY & SUPPLY
PA0
RGC GROUP INC
PA0
SCHNEIDER VALLEY FARMS
PA0
SINGER EQUIPMENT CO INC
PA0
SAVOR STREET FOODS INC
PA0
UNITED PARCEL SERVICE INC
OH0
WALTER W ZIEGLER & SONS
PA0
WEINER IRON & METAL CORP
PA0
WINDSOR SERVICE TRUCKING
PA0
WOOD-MODE INCORPORATED
PA0
YEAGER SUPPLY INC
PA0
YORK CONCRETE CO
PA0
YORK GROUP INC
PA0
YRC FREIGHT
KS0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
P2609549FMV
TEAMSTERS LOCAL UNION NO 429
K150421FMV

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