2024-05-13T10:46:36-05:00 2023-07-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2022-08-01 237366317 ASBESTOS WORKERS LOCAL 23 HEALTH & WELFARE PLAN ASBE 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 RONNIE BEVERLEY TRUSTEE 7179300922 2024-05-13 1 RONNIE BEVERLEY 999009999 1 ALAN D ROSS CPA P00072435 6107799555 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONNIE BEVERLEY 8956 JONESTOWN ROAD GRANTVILLE PA 170288654 4148775 0 X NONE X 1973 PA THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS. 6 0 0 0 0 0 0 0 3736954 3656807 76083 126976 1668 1234 3814705 3785017 0 0 2928331 1993623 0 0 0 0 0 939098 787161 3867429 2780784 -52724 1004233 5134069 6018061 346672 192461 4787397 5825600 TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS OF THE FUND. 0 0 THE FUND PROVIDES ACCIDENT, LIFE, DISABILITY AND SICKNESS, MEDICAL, HOSPITAL, DENTAL PRESCRIPTION AND VISION BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SUSAN VARNER 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 WILLIAM MCGEE UNION TRUSTEE 5.00 X 0 167491 129404 RONNIE BEVERLEY UNION TRUSTEE 5.00 X 0 112984 87266 ZACH LYDON EMPLOYER TRUSTEE 5.00 X 0 0 0 CLIFF ZWIERCAN EMPLOYER TRUSTEE 5.00 X 0 0 0 JOHN FRITZ UNION TRUSTEE 5.00 X 0 0 0 DAVID CUTRIGHT EMPLOYER TRUSTEE 5.00 X 0 0 0 0 280475 216670 0 0 1 0 0 EMPLOYER CONTRIBUTION 900099 3400088 3400088 SELF CONTRIBUTIONS 900099 129045 129045 RECIPROCAL CONTRIBUTIO 900099 127674 127674 3656807 145071 145071 345663 363758 -18095 -18095 -18095 OTHER INCOME 900099 1234 1234 1234 3785017 3656807 0 128210 1993623 82183 25419 31769 6592 56018 4115 13644 5453 4747 500 9759 RECIPROCAL PLAN PAYMENT 206649 STOP LOSS INSURANCE 200654 BENEFIT ADMINISTRATION 138879 DUES 453 327 2780784 65036 278919 3702 5733 2981 5000 500 0 4500 4662788 5321225 396810 410436 5134069 6018061 14805 14161 331867 178300 346672 192461 X 0 0 0 0 4787397 5825600 4787397 5825600 5134069 6018061 1004233 33970 0 X 0 1 X 0 0 5000 500 4500 4500 CONTRIBUTIONS RECEIVABLE 344318 PRESCRIPTION REBATE RECEIVABLE 66118 410436 RECIPROCALS PAYABLE 20000 CLAIMS PAYABLE 158300 178300 X 3605746 33970 33970 3571776 6592 206649 213241 3785017 2730220 162677 162677 2567543 6592 206649 213241 2780784 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2023, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO JULY 31, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 206,649. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR 162,677. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 206,649. 0 0 0 WILLIAM MCGEE UNION TRUSTEE 0 167491 0 0 0 0 0 92135 0 37269 0 296895 0 0 RONNIE BEVERLEY UNION TRUSTEE 0 112984 0 0 0 0 0 62143 0 25123 0 200250 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE ADMINISTRATOR'S OFFICE UPON REQUEST. INSULATORS LOCAL NO 23 PENSION 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 236601323 COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED BENEFIT PENSION PLAN PA 401(A) 0 INSULATORS LOCAL NO 23 ANNUITY PLAN 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 251586636 COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED CONTRIBUTION PENSION PLAN PA 401(A) 0 INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 250330105 LABOR UNION PA 501(C)5 0 ADVANCED SPECIALTY CONTRACTORS 120 N LIME STREET LANCASTER PA 17608 CONTRIBUTING EMPLOYER PA 567156 0 ALLIANCE MECHANICAL INSULATION 4480 SPRING HILL DRIVE SCHNECKSVILLE PA 18078 CONTRIBUTING EMPLOYER PA 190658 0 ALLIED POWER LLC 36400 S ESSEX ROAD WILMINGTON IL 60481 CONTRIBUTING EMPLOYER IL 183294 0 APEX INSULATION PO BOX 189 NORTHHAPTON PA 18067 CONTRIBUTING EMPLOYER PA 317159 0 CONSERVATION SPECIALTY INSULATION 6095 MEMORIAL ROAD GERMANSVILLE PA 18053 CONTRIBUTING EMPLOYER PA 321006 0 K GULLER LLC 652 E GERMANTOWN PIKE LAFAYETTE HILL PA 19444 CONTRIBUTING EMPLOYER PA 495635 0 Z-TECH INSULATION 215 CORPORATE DRIVE READING PA 19605 CONTRIBUTING EMPLOYER PA 484546 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 ADVANCED SPECIALTY CONTRACTING S 567156 COLLECTIVE BARGAINING AGREEMENT ALLIANCE MECHANICAL INSULATION S 190658 COLLECTIVE BARGAINING AGREEMENT ALLIED POWER LLC S 183294 COLLECTIVE BARGAINING AGREEMENT APEX INSULATION INC S 317159 COLLECTIVE BARGAINING AGREEMENT CONSERVATION SPECIALTY INSULATION S 321006 COLLECTIVE BARGAINING AGREEMENT K GULLER LLC S 495635 COLLECTIVE BARGAINING AGREEMENT Z TECH INSULATION INC S 484546 COLLECTIVE BARGAINING AGREEMENT INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23 S 94109 COLLECTIVE BARGAINING AGREEMENT INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23 P 82183 ACTUAL EXPENSE REIMBURSED INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23 K 5453 FAIR MARKET VALUE