2024-10-22T19:30:29-05:00 2023-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE CT READING PA 196063054 990 2023-01-01 251523430 SEIU HEALTHCARE PA HEALTH AND WELFARE FUND SEIU 7176528040 6345 FLANK DRIVE 400 HARRISBURG PA 17112 MATTHEW YARNELL TRUSTEE 7176528040 2024-10-13 1 1 ALAN D ROSS CPA P00072435 6107799555 2023 2024-10-15 13:58:12Z MATTHEW YARNELL 6345 FLANK DRIVE SUITE 400 HARRISBURG PA 17112 21346427 0 X N/A X 1986 PA THE FUND IS A MUTLIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND SEIU HEALTHCARE PA HEALTH AND WELFARE FUND. 7 7 0 0 0 0 0 0 17149051 18823780 936742 298944 0 0 18085793 19122724 0 0 20072470 18114475 0 0 0 0 0 412423 1476887 20484893 19591362 -2399100 -468638 12291297 12417709 286909 352651 12004388 12065058 THE FUND IS A MUTLIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND SEIU HEALTHCARE PA HEALTH AND WELFARE FUND. 0 0 19591362 MEDICAL AND HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS OF SERVICE EMPLOYEES INTERNATIONAL UNION 19591362 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X 90 DEGREE BENEFITS INC 7176528040 6345 FLANK DRIVE STE 400 HARRISBURG PA 17112 X KEVIN HEFTY UNION TRUSTEE 1.00 X 0 0 0 PATTY LUDWIKOWSKI UNION TRUSTEE 1.00 X 0 0 0 WENDELL ROYSTER UNION TRUSTEE 1.00 X 0 0 0 AKIVA GLATZER MANAGEMENT TRUSTEE 1.00 X 0 0 0 WILLIAM MERRILL MANAGEMENT TRUSTEE 1.00 X 0 0 0 LYNN YANICHKO MANAGEMENT TRUSTEE 1.00 X 0 0 0 MATTHEW YARNELL UNION TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 HIGHMARK BLUE CROSS & BLUE SHIELD 120 FIFTH AVENUE - FIFTH AVE PLACE PITTSBURGH PA 15222 CLAIMS ADMINISTRATION 1037478 BENEFIT PLANNERS ASSOCIATES 1910 COCHRAN ROAD SUITE 605 PITTSBURGH PA 15220 CONTRACT ADMINISTRATION 180963 2 EMPLOYER CONTRIBUTIONS 525100 18779483 18779483 PARTICIPANT CONTRIBUTIONS 525100 44297 44297 18823780 337879 337879 2184768 2223703 -38935 -38935 -38935 19122724 18823780 0 298944 18114475 180963 16486 19000 67155 1144896 32699 15290 BANK FEES 398 19591362 139808 301716 234672 109551 1133261 1486871 311426 311271 10472130 10208300 12291297 12417709 217277 313684 69632 38967 286909 352651 X 0 0 0 0 12004388 12065058 12004388 12065058 12291297 12417709 -468638 529308 0 X 0 1 X 0 0 0 X 19584877 529308 529308 19055569 67155 67155 19122724 19524207 0 19524207 67155 67155 19591362 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THAT IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO DECEMBER 31, 2021. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT QUALIFIED PUBLIC ACCOUNTANTS WHICH ALSO PERFORM AN AUDIT OF THE FUND'S BOOKS AND RECORDS. THE COMPLETED FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE PRIOR TO FILING THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 THE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS. SECTION 404 AND 406 OF ERISA CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 AS REQUIRED BY ERISA THE FUND'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FUND'S ADMINISTRATOR. SEIU HEALTHCARE PENNSYLVANIA 1500 N 2ND STREET SUITE 12 HARRISBURG PA 17102 PA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SEIU HEALTHCARE PENNSYLVANIA S 972517 COLLECTIVE BARGAINING AGREEMENT