2024-04-05T12:51:15-05:00 2022-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2022-01-01 237007718 GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN GREA 4129225330 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 WILLIAM SPROULE CHAIRMAN 4129225330 2024-04-05 1 WILLIAM SPROULE 237007718 0 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2024-04-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X WILLIAM SPROULE 650 RIDGE ROAD 300 PITTSBURGH PA 152059503 43537187 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 84781827 93740002 11723309 11278150 18907128 -61480965 115412264 43537187 0 0 71105539 93659026 0 0 0 0 0 3405933 3552018 74511472 97211044 40900792 -53673857 403288662 357276655 46805608 2084000 356483054 355192655 TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 0 0 97211044 43537187 THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS. 97211044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 3 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 0.50 X 0 0 0 DONALD J MADEJA LABOR TRUSTEE 0.50 X 0 0 0 KENNETH W UMBEL LABOR TRUSTEE 0.50 X 0 0 0 SEAN P FOLEY LABOR TRUSTEE 0.50 X 0 0 0 JOEL L NIECGORSKI LABOR TRUSTEE 0.50 X 0 0 0 WADE J BAUMGARTNER LABOR TRUSTEE 0.50 X 0 0 0 PAUL A SIMPSON III LABOR TRUSTEE 0.50 X 0 0 0 ROBERT BUECHEL MANAGEMENT TRUSTEE 0.50 X 0 0 0 FREDERICK EPISCOPO MANAGEMENT TRUSTEE 0.50 X 0 0 0 ROBERT M CANE II MANAGEMENT TRUSTEE 0.50 X 0 0 0 JASON MALATAK MANAGEMENT TRUSTEE 0.50 X 0 0 0 JOHN MORRIS MANAGEMENT TRUSTEE 0.50 X 0 0 0 ROBERT F LEAHEY MANAGEMENT TRUSTEE 0.50 X 0 0 0 MICHAEL PENROD MANAGEMENT TRUSTEE 0.50 X 0 0 0 WILLIAM SPROULE CHAIRMAN - LABOR TRUSTEE 0.50 X 0 0 0 DAVID D DAQUELENTE CO-CHAIRMAN - MANAGEMENT T 0.50 X 0 0 0 0 0 0 0 0 0 0 0 X EMPLOYER CONTRIBUTIONS 525100 86469452 86469452 RECIPROCAL CONTRIBUTIONS 525100 3680303 3680303 EMPLOYEE CONTRIBUTIONS 525100 3590247 3590247 93740002 11278150 11278150 NET CHANGE IN FAIR VALUE OF INVES 900001 -61480965 -61480965 -61480965 43537187 43537187 0 0 93659026 137657 33525 563492 ADMINISTRATIVE EXPENSE 1659649 MISCELLANEOUS EXPENSE 1017673 ACTUARIAL SERVICES 140022 97211044 15186529 16185434 52989659 20533490 12379085 10164701 60169 1600 321570121 309659787 1103099 731643 403288662 357276655 2507681 2084000 44297927 0 46805608 2084000 X 0 0 0 0 356483054 355192655 356483054 355192655 403288662 357276655 X -53673857 52383458 X X 0 1 X 1 0 0 X 43537187 0 43537187 0 43537187 97211044 0 97211044 0 97211044 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. SEE EXPLANATION PART VIII LINE 3 COLUMN A INVESTMENT INCOME CHANGED FROM 11,403,428 TO 11,278,150. PART VIII LINE 11A NET CHANGE IN FAIR VALUE OF INVESTMENTS CHANGED FROM -61,676,523 TO -61,480,965. PART IX LINE 4 COLUMN A BENEFITS PAID TO OR FOR MEMBERS CHANGED FROM 94,934,255 TO 93,659,026. PART X LINE 2 SAVINGS AND TEMPORARY CASH INVESTMENTS CHANGED FROM 3,454,548 TO 20,533,490. PART X LINE 4 ACCOUNTS RECEIVABLE, NET CHANGED FROM 10,106,674 TO 10,164,701. PART X LINE 11 INVESTMENTS - PUBLICLY TRADED SECURITIES CHANGED FROM 329,649,376 TO 309,659,787. PART X LINE 17 ACCOUNTS PAYABLE AND ACCRUED EXPENSES CHANGED FROM 3,835,232 TO 2,084,000. PART XI LINE 1 TOTAL REVENUE CHANGED FROM 43,466,907 TO 43,537,187. PART XI LINE 2 TOTAL EXPENSES CHANGED FROM 98,486,273 TO 97,211,044. PART XI LINE 9 PROCEEDS FROM MERGER CHANGED FROM 10,572,378 TO 8,085,531. PART XI LINE 10 NET ASSETS OR FUND BALANCES AT END OF YEAR CHANGED FROM 356,293,993 TO 355,192,655. FORM 990, PART XI, LINE 9: PROCEEDS FROM MERGER 52,383,458. 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.