2024-04-04T18:30:55-05:00 2021-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2021-01-01 237007718 GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN GREA 4129225330 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 WILLIAM SPROULE CHAIRMAN 4129225330 2024-03-28 1 WILLIAM SPROULE 237007718 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2024-03-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X WILLIAM SPROULE 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 115412264 0 X WWW.CARPENTERSCOMBINEDFUNDS.ORG/MEDICAL X 1964 PA TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 16 16 0 0 0 0 0 0 70003276 84781827 7222224 11723309 19513613 18907128 96739113 115412264 0 0 69220434 71105539 0 0 0 0 0 3369557 3405933 72589991 74511472 24149122 40900792 321818536 403288662 6236274 46805608 315582262 356483054 TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 0 0 74511472 115412264 THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 74511472 0 0 0 0 0 0 0 0 0 0 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 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X CARPENTERS COMBINED FUNDS INC 4129225330 650 RIDGE ROAD STE 300 PITTSBURGH PA 152059503 X RICHARD F FOLEY LABOR TRUSTEE 0.00 X 0 0 0 DONALD J MADEJA LABOR TRUSTEE 0.00 X 0 0 0 KENNETH W UMBEL LABOR TRUSTEE 0.00 X 0 0 0 SEAN P FOLEY LABOR TRUSTEE 0.00 X 0 0 0 JOEL L NIECGORSKI LABOR TRUSTEE 0.00 X 0 0 0 WADE J BAUMGARTNER LABOR TRUSTEE 0.00 X 0 0 0 PAUL A SIMPSON III LABOR TRUSTEE 0.00 X 0 0 0 ROBERT BUECHEL MANAGEMENT TRUSTEE 0.00 X 0 0 0 FREDERICK EPISCOPO MANAGEMENT TRUSTEE 0.00 X 0 0 0 ROBERT M CANE II MANAGEMENT TRUSTEE 0.00 X 0 0 0 THOMAS BEGGS MANAGEMENT TRUSTEE 0.00 X 0 0 0 JOHN MORRIS MANAGEMENT TRUSTEE 0.00 X 0 0 0 ROBERT F LEAHEY MANAGEMENT TRUSTEE 0.00 X 0 0 0 RAYMOND A VOLPATT JR MANAGEMENT TRUSTEE 0.00 X 0 0 0 WILLIAM SPROULE CHAIRMAN - LABOR TRUSTEE 0.00 X 0 0 0 DAVID D DAQUELENTE CO-CHAIRMAN - MANAGEMENT T 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 79968103 79968103 EMPLOYEE CONTRIBUTIONS 525100 3351114 3351114 RECIPROCAL CONTRIBUTIONS 525100 1462610 1462610 84781827 11723309 11723309 NET CHANGE IN FAIR VALUE OF INVES 900001 18907128 18907128 18907128 115412264 115412264 0 0 71105539 171919 65375 875068 ADMINISTRATIVE EXPENSE 1352856 MISCELLANEOUS EXPENSE 780396 ACTUARIAL SERVICES 160319 74511472 X 9250099 15186529 14381056 52989659 9868146 12379085 251376 60169 287386476 321570121 681383 1103099 321818536 403288662 6236274 2507681 0 44297927 6236274 46805608 X 0 0 0 0 315582262 356483054 315582262 356483054 321818536 403288662 40900792 0 X X 0 1 X 1 0 0 ASSETS RECEIVED IN ADVANCE OF MERGER 44297927 44297927 X 115412264 0 115412264 0 115412264 74511472 0 74511472 0 74511472 PART X, LINE 2: THE TRUST RECEIVED ITS LATEST DETERMINATION LETTER IN MAY OF 1968, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE CODE. THE TRUST'S TAX EXEMPT STATUS WAS AFFIRMED AGAIN BY THE INTERNAL REVENUE SERVICE IN OCTOBER OF 1999. THE TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. UPON COMPLETION IT IS REVIEWED BY THE CONTROLLER, CHAIRMAN AND CO-CHAIRMAN BEFORE FINAL SUBMISSION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND ALL FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR REVIEW UPON REQUEST. PART X LINE 25 AND PART XI LINE 9 PART X LINE 25 AND PART XI LINE 9 WERE AMENDED TO INCLUDE A $44,297,927 LIABILITY FOR ASSETS RECEIVED IN A MERGER THAT WAS ORIGINALLY RECORDED AS OTHER CHANGES IN NET ASSETS. PART XII LINE 2C THE TRUST'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. INFORMATION IS MAINTAINED BY THE TRUST ADMINISTRATOR INFORMATION IS MAINTAINED BY THE TRUST ADMINISTRATOR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R PARTS II AND IV RELATED ORGANIZATIONS ARE CONTRIBUTING EMPLOYERS.