CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND (EIN 23-6263170)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-09-08
IRS object ID: 202602519349302330
Schema version: 2025v4.2
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-09-08T19:09:14-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611436956	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NOVAK FRANCELLA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONUMENT RD 5TH FLR	AddressLine1Txt
City	BALA CYNWYD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	236263170	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CENTRAL PENNSYLVANIA TEAMSTERS HEALTH	BusinessNameLine1Txt
Business Name Line2	AND WELFARE FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CENT	BusinessNameControlTxt
Phone	6103205500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1055 SPRING STREET	AddressLine1Txt
City	WYOMISSING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19610	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM M SHAPPELL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6103205500	PhoneNum
Signature	2026-09-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANTHONY VOGT CPA	PreparerPersonNm
PTIN	P01385419	PTIN
Phone	6106689400	PhoneNum
Preparation	2026-09-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM M SHAPPELL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1055 SPRING STREET	AddressLine1Txt
City	WYOMISSING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19610	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$221,318,961	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.CENTRALPATEAMSTERS.COM	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1952	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$123,849,008	PYProgramServiceRevenueAmt
CY Program Service Revenue	$127,656,658	CYProgramServiceRevenueAmt
PY Investment Income	$7,717,084	PYInvestmentIncomeAmt
CY Investment Income	$8,668,569	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$131,566,092	PYTotalRevenueAmt
CY Total Revenue	$136,325,227	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$117,494,351	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$130,672,697	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,385,738	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,560,346	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,881,948	PYOtherExpensesAmt
CY Other Expenses	$6,893,352	CYOtherExpensesAmt
PY Total Expenses	$128,762,037	PYTotalExpensesAmt
CY Total Expenses	$142,126,395	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,804,055	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$5,801,168	CYRevenuesLessExpensesAmt
Total Assets BOY	$193,546,786	TotalAssetsBOYAmt
Total Assets EOY	$192,906,018	TotalAssetsEOYAmt
Total Liabilities BOY	$995,819	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$863,706	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$192,550,967	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$192,042,312	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	545	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JOSEPH J SAMOLEWICZ	PersonNm
Phone	6103205500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1055 SPRING ST	AddressLine1Txt
City	WYOMISSING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19610	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SHAPPELL
UNION TRUSTEE	2.00	50.00	Yes (X)	$0	$143,137	$93,466
JIM GEISE
UNION TRUSTEE	2.00	40.00	Yes (X)	$0	$135,932	$91,127
EDGAR H THOMPSON
UNION TRUSTEE	2.00	40.00	Yes (X)	$0	$119,673	$68,356
ADAM CROSSEN
UNION TRUSTEE	2.00	40.00	Yes (X)	$0	$126,938	$59,236
KEN ROSS
EMPLOYER TRUSTEE	2.00	2.00	Yes (X)	$12,500	$12,500	$0
KEVIN BOLIG
UNION TRUSTEE	2.00	2.00	Yes (X)	$12,500	$12,500	$0
MARK GLADFELTER
EMPLOYER TRUSTEE	2.00		Yes (X)	$0	$0	$0
ASHLYNNE HART
EMPLOYER TRUSTEE	2.00		Yes (X)	$0	$0	$0
DANIEL SCHMIDT
EMPLOYER TRUSTEE	2.00		Yes (X)	$0	$0	$0
BRYAN SWAIM
EMPLOYER TRUSTEE	2.00		Yes (X)	$0	$0	$0
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR	22.50	22.50		$0	$237,320	$123,397	Yes (X)
JAMES STRICKER
INFORMATION TECHNOLOGY	22.50	22.50		$0	$156,756	$104,763	Yes (X)
RUSTY KEMP JR
HUMAN RESOURCES MANAGER	22.50	22.50		$0	$110,728	$94,118	Yes (X)
KYLE WELLER
ASST FUND ADMINISTRATOR	22.50	22.50		$0	$127,844	$75,826	Yes (X)
MARTIN L CULLEN
ASST FUND ADMINISTRATOR (P)	22.50	22.50		$0	$112,218	$69,662	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$25,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,295,546	TotReportableCompRltdOrgAmt
Total Other Compensation	$779,951	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
GLOBAL PHARMACEUTICAL BENEFITS LLC
3735 CASTOR AVE	PHILADELPHIA	PA	19124	CLAIMS PROCESSING	$3,384,948
HIGHMARK INC
120 FIFTH AVE	PITTSBURGH	PA	152223000	CLAIMS PROCESSING	$975,006
AMERICAN HEALTH HOLDING INC
7400 WEST CAMPUS RD	NEW ALBANY	OH	43054	CLAIMS PROCESSING	$811,572
ALLIANCE COMMUNITY HEALTHCARE INC
115 CHRISTOPHER COLUMBUS DRIVE	JERSEY CITY	NJ	07302	CLAIMS PROCESSING	$544,407
BRIDGEWAY BENEFIT TECHNOLOGIES LLC
3700 KOPPERS ST STE 400	BALTIMORE	MD	21227	COMPUTER SERVICES	$524,383

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	14	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	525100	$124,206,599	$124,206,599
PARTICIPANT CONTRIBUTIONS	525100	$3,004,296	$3,004,296
RETIREE DRUG SUBSIDY-MEDICARE PAR	525100	$436,500	$436,500
MISCELLANEOUS INCOME	525100	$9,263	$9,263

Field	Value	IRS element (for citing)
Total Program Service Revenue	$127,656,658	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,596,885	TotalRevenueColumnAmt
Exclusion	$6,596,885	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$87,065,418	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$84,993,734	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,071,684	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,071,684	TotalRevenueColumnAmt
Exclusion	$2,071,684	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$136,325,227	TotalRevenueColumnAmt
Related Or Exempt Func Income	$127,656,658	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,668,569	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$130,672,697	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$25,000	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,195,925	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,238,671	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$928,471	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$172,279	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$399,504	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$70,358	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$355,570	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,095,322	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$566,160	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$865,352	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$194,890	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$85,835	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$127,938	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$87,530	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
FEES MANDATED BY ACA	$41,945
PAYROLL AUDIT EXPENSE	$2,948

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$142,126,395	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$20,346,583	BOYAmt
EOY	$12,935,073	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$9,699,023	BOYAmt
EOY	$10,527,931	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$94,692	BOYAmt
EOY	$66,431	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,830,596	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,465,970	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$408,500	BOYAmt
EOY	$364,626	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$136,337,378	BOYAmt
EOY	$142,526,032	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$24,854,304	BOYAmt
EOY	$24,544,261	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,806,306	BOYAmt
EOY	$1,941,664	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$193,546,786	BOYAmt
EOY	$192,906,018	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$792,337	BOYAmt
EOY	$756,442	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$203,482	BOYAmt
EOY	$107,264	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$995,819	BOYAmt
EOY	$863,706	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$192,550,967	BOYAmt
EOY	$192,042,312	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$192,550,967	BOYAmt
EOY	$192,042,312	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$193,546,786	BOYAmt
EOY	$192,906,018	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$5,801,168	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,292,513	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$701,933	OtherCostOrOtherBasisAmt
Depreciation	$413,839	DepreciationAmt
Book Value	$288,094	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,123,566	OtherCostOrOtherBasisAmt
Depreciation	$3,047,130	DepreciationAmt
Book Value	$76,436	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,097	OtherCostOrOtherBasisAmt
Depreciation	$5,001	DepreciationAmt
Book Value	$96	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$364,626	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	LIMITED PARTNERSHIP	Desc
Book Value	$24,544,261	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$24,544,261	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO BROKER FOR PURCHASES OF SECURITIES	$5,763
DUE TO RELATED PARTY	$101,501

Field	Value	IRS element (for citing)
Total Liability	$107,264	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$141,262,170	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$5,292,513	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$5,292,513	RevenueNotReportedAmt
Revenue Subtotal	$135,969,657	RevenueSubtotalAmt
Investment Expenses Not Incld	$355,570	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$355,570	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$136,325,227	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$141,770,825	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$141,770,825	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$355,570	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$355,570	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$142,126,395	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH J SAMOLEWICZ
FUND ADMINISTRATOR	$0	$237,320	$0	$0	$0	$0	$0	$67,387	$0	$56,010	$0	$360,717	$0	$0
JAMES STRICKER
INFORMATION TECHNOLOGY	$0	$156,756	$0	$0	$0	$0	$0	$55,741	$0	$49,022	$0	$261,519	$0	$0
WILLIAM SHAPPELL
UNION TRUSTEE	$0	$143,137	$0	$0	$0	$0	$0	$54,476	$0	$38,990	$0	$236,603	$0	$0
JIM GEISE
UNION TRUSTEE	$0	$135,932	$0	$0	$0	$0	$0	$53,014	$0	$38,113	$0	$227,059	$0	$0
RUSTY KEMP JR
HUMAN RESOURCES MANAGER	$0	$110,728	$0	$0	$0	$0	$0	$49,088	$0	$45,030	$0	$204,846	$0	$0
KYLE WELLER
ASST FUND ADMINISTRATOR	$0	$127,844	$0	$0	$0	$0	$0	$51,959	$0	$23,867	$0	$203,670	$0	$0
EDGAR H THOMPSON
UNION TRUSTEE	$0	$119,673	$0	$0	$0	$0	$0	$39,621	$0	$28,735	$0	$188,029	$0	$0
ADAM CROSSEN
UNION TRUSTEE	$0	$126,938	$0	$0	$0	$0	$0	$33,082	$0	$26,154	$0	$186,174	$0	$0
MARTIN L CULLEN
ASST FUND ADMINISTRATOR (P)	$0	$112,218	$0	$0	$0	$0	$0	$40,636	$0	$29,026	$0	$181,880	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE 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 12C	ONCE 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 15	THE 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 19	THE 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 FINANCIAL STATEMENTS ARE 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. JAMES STRICKER, INFORMATION TECHNOLOGY, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. RUSTY KEMP JR, HUMAN RESOURCES MANAGER, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS. KYLE WELLER, ASST. FUND ADMINISTRATOR, WORKED 22.50 HOURS FOR RELATED ORGANIZATIONS.
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 FOR THE SELECTION OF INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Controlled OrganizationControlledOrganizationInd	EINEIN	Exempt Code SectionExemptCodeSectionTxt
AMITY TOWNSHIP BOARD OF SUPERVISORS
2004 WEAVERTOWN RD	DOUGLASSVILLE	PA	19518	LOCAL GOVERNMENT	PA	0
BERKS COUNTY JAIL SYSTEM
1287 COUNTY WELFARE ROAD	LEESPORT	PA	19533	LOCAL GOVERNMENT	PA	0	236003049
BERN TOWNSHIP
1069 OLD BERNVILLE ROAD	READING	PA	19605	LOCAL GOVERNMENT	PA	0	236000249
BIRDSBORO BOROUGH
202 E MAIN ST	BIRDSBORO	PA	19508	LOCAL GOVERNMENT	PA	0	236003118
BOROUGH OF BERWICK
1800 N MARKET STREET	BERWICK	PA	18603	LOCAL GOVERNMENT	PA	0	246000568
BOROUGH OF MOUNT PENN
200 NORTH 25TH STREET	MOUNT PENN	PA	19606	LOCAL GOVERNMENT	PA	0	236002902
CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN
1055 SPRING STREET	WYOMISSING	PA	19610	PENSION PLAN	PA	0	236262789	401(A)
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
1055 SPRING STREET	WYOMISSING	PA	19610	PENSION PLAN	PA	0	236262789	401(A)
COLUMBIA COUNTY COMMISSIONERS
11 WEST MAIN STREET	BLOOMSBURG	PA	17815	LOCAL GOVERNMENT	PA	0
COUNTY OF LEBANON TRANSIT AUTHORITY
200 WILLOW ST	LEBANON	PA	17046	LOCAL GOVERNMENT	PA	0
CUMRU TOWNSHIP
1775 WELSH RD	MOHNTON	PA	19540	LOCAL GOVERNMENT	PA	0	236000288
DENVER BOROUGH
501 MAIN STREET	DENVER	PA	17517	LOCAL GOVERNMENT	PA	0	236002983
EXETER TWP BD OF SUPV
4975 DEMOSS ROAD	READING	PA	19606	LOCAL GOVERNMENT	PA	0	236000327
LOWER MACUNGIE TOWNSHIP
3400 BROOKSIDE ROAD	MACUNGIE	PA	18062	LOCAL GOVERNMENT	PA	0	236000397
LOYALSOCK TOWNSHIP
2501 EAST THIRD STREET	WILLIAMSPORT	PA	17701	LOCAL GOVERNMENT	PA	0	246001483
MAHANOY CITY BOROUGH
239 EAST PINE STREET	MAHANOY CITY	PA	17948	LOCAL GOVERNMENT	PA	0	236002892
MILTON REGIONAL SEWER AUTHORITY
5585 STATE ROUTE 405	MILTON	PA	17847	LOCAL GOVERNMENT	PA	0	300093422
MUHLENBERG TOWNSHIP
210 GEORGE STREET	READING	PA	19605	LOCAL GOVERNMENT	PA	0	236000435
NEWBERRY TWP BD OF SUPV
1895 OLD TRAIL ROAD	ETTERS	PA	17319	LOCAL GOVERNMENT	PA	0	236000437
NORTHUMBERLAND COUNTY
399 STADIUM DRIVE	SUNBURY	PA	17801	LOCAL GOVERNMENT	PA	0	246000742
PA CONFERENCE OF TEAMSTERS
508 SOUTH 31ST STREET	CAMP HILL	PA	17011	LABOR UNION	PA	0	232311355	501(C)(5)
PINE GROVE TOWNSHIP
175 OAK GROVE ROAD	PINE GROVE	PA	17963	LOCAL GOVERNMENT	PA	0
POLK TOWNSHIP SUPERVISORS
165 POLK TOWNSHIP RD	KRESGEVILLE	PA	18333	LOCAL GOVERNMENT	PA	0	246001528
READING REGIONAL AIRPORT AUTH
24 LIBERATOR WAY	READING	PA	19605	LOCAL GOVERNMENT	PA	0	236050410
ROBESON TOWNSHIP
8 BOONETOWN ROAD	BIRDSBORO	PA	19508	LOCAL GOVERNMENT	PA	0	236000481
SCHUYLKILL COUNTY PRISON
230 SANDERSON ST	POTTSVILLE	PA	17901	LOCAL GOVERNMENT	PA	0	236003048
SMITHFIELD TOWNSHIP
1155 RED FOX ROAD	EAST STROUDSBERG	PA	18301	LOCAL GOVERNMENT	PA	0	232089952
SNYDER COUNTY PRISON
600 OLD COLONY ROAD	SELINSGROVE	PA	17870	LOCAL GOVERNMENT	PA	0	236003152
SPRING GARDEN TWP BOC
340 TRI HILL ROAD	YORK	PA	17403	LOCAL GOVERNMENT	PA	0	236003037
SPRINGETTSBURY TOWNSHIP
1501 MT ZION ROAD	YORK	PA	17402	LOCAL GOVERNMENT	PA	0	236000513
TEAMSTERS LOCAL UNION 229
431 WYOMING AVE	SCRANTON	PA	18503	LABOR UNION	PA	0	240565465	501(C)(5)
TEAMSTERS LOCAL UNION 429
1055 SPRING STREET	WYOMISSING	PA	19610	LABOR UNION	PA	0	230724625	501(C)(5)
TEAMSTERS LOCAL UNION 764
450 BEAVER STREET	MILTON	PA	17847	LABOR UNION	PA	0	240773584	501(C)(5)
TEAMSTERS LOCAL UNION 771
1025 N DUKE ST	LANCASTER	PA	17602	LABOR UNION	PA	0	231071860	501(C)(5)
TEAMSTERS LOCAL UNION 776
510 SOUTH 31ST STREET	CAMP HILL	PA	17011	LABOR UNION	PA	0	231147664	501(C)(5)
TUNKHANNOCK TWP
1557 LONG POND ROAD	LONG POND	PA	18334	LOCAL GOVERNMENT	PA	0
UPPER MT BETHEL TOWNSHIP
387 YE OLDE HIGHWAY	MOUNT BETHEL	PA	18343	LOCAL GOVERNMENT	PA	0	246001583
VALLEY FORGE SEWER AUTHORITY
333 PAWLING ROAD	PHOENIXVILLE	PA	19460	LOCAL GOVERNMENT	PA	0	231859795
WASHINGTON TOWNSHIP
				LOCAL GOVERNMENT	PA	0	236000563
WEST READING BOROUGH
500 CHESTNUT STREET	WEST READING	PA	19611	LOCAL GOVERNMENT	PA	0	236002959
WEST YORK BOROUGH
1381 W POPLAR ST	WEST YORK	PA	17404	LOCAL GOVERNMENT	PA	0	236003014

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (55 entries)

3B SERVICES INC
ABM INDUSTRIES
ACME MARKETS INC
AIRGAS
ANTHRACITE INDUSTRIES
ANTONIO ORIGLIO INC
ARAMARK REFRESHMENT SERVICES
ARKANSAS BEST FREIGHT SYS INC
ASSOCIATED PIPELINE CONTRACTORS INC
BEEGHLY TREE SERVICE
BERKS PACKING
BRENNTAG NORTHEAST INC
C&D RIGGING
CANTEEN VENDING
CENTRAL BUILDERS SUPPLY CO
CENTRE CONCRETE COMPANY
DAIRY FARMERS OF AMERICA
DEAN DAIRY FLUIDTRANSPORTATION
DUN TRANS & STRINGING INC
E J BRENEMAN LLC
EMPIRE WRECKING
ENERFAB POWER
GROCERY HAULERS INC
HILLIS GROUP
INTERNATIONAL SCRAP IRON & METAL
J D M MATERIALS CO INC
JM SWANK LLC
JONES MOTOR CO INC
MICHELS CORPORATION
NEUMEYER ENVIRONMENTAL SERVICES
NYLEVE BRIDGE CORP
OTIS EASTERN SERVICE LLC
PARA TRANSIT AUTHORITY
PENN LINE SERVICE INC
PENNSY SUPPLY INC
PETRO OIL
PRECISION PIPELINE
PRICE GREGORY INTL
RABBIT TRANSIT
READING FOUNDRY & SUPPLY CO
R L COOLSAET CONSTRUCTION CO
SAVOR STREET FOODS INC
SINGER EQUIPMENT CO INC
SNELSON COMPANIES
UNITED PARCEL SERVICE INC
UPS CARTAGE SERVICES INC
US FOODS
US PIPELINE
WALTER ZIEGLER & SONS
WEINER IRON & METAL CORP
WILLIAM E BUCKHOLZ CO
WINDSOR SERVICE TRUCKING
WOLVERINE TRUCKING INC
YEAGER SUPPLY INC
YORK GROUP INC

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN - 1987
P	$4,230,612	FMV
TEAMSTERS LOCAL UNION NO 429
K	$174,696	FMV

CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND: Form 990, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

Contractor Compensation ContractorCompensationGrp (5 entries)

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Total Revenue TotalRevenueGrp

Benefits To Members BenefitsToMembersGrp

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Other Employee Benefits OtherEmployeeBenefitsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Legal FeesForServicesLegalGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Fees For Services Other FeesForServicesOtherGrp

Office Expenses OfficeExpensesGrp

Information Technology InformationTechnologyGrp

Occupancy OccupancyGrp

Conferences Meetings ConferencesMeetingsGrp

Depreciation Depletion DepreciationDepletionGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (2 entries)

Total Functional Expenses TotalFunctionalExpensesGrp

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Accounts Receivable AccountsReceivableGrp

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Investments Other Securities InvestmentsOtherSecuritiesGrp

Other Assets Total OtherAssetsTotalGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Other Liabilities OtherLiabilitiesGrp

Total Liabilities TotalLiabilitiesGrp

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FS Audited Basis FSAuditedBasisGrp

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Equipment EquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

Other Securities OtherSecuritiesGrp

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

Supplemental Information Detail SupplementalInformationDetail

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 entries)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (55 entries)

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Comments