2024-10-31T13:51:28-05:00 2023-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2023-01-01 251002501 TEAMSTERS 261 AND EMPLOYERS WELFARE FUND TEAM 7246524667 351 NORTHGATE CIRCLE B NEW CASTLE PA 16105 MICHAEL LECKWART TRUSTEE 7246524667 2024-10-09 1 0 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2024-10-09 2023 2024-10-15 13:58:12Z MICHAEL LECKWART 43577278 0 X N/A X 1950 PA TO PROVIDE MEDICAL AND OTHER HEALTH RELATED BENEFITS TO ELIGIBLE PARTICIPANTS. 6 0 2 0 0 0 0 0 35148555 36119211 295748 -9857 1410503 2495877 36854806 38605231 0 0 35717538 36843698 182985 191917 0 0 0 2126494 2832476 38027017 39868091 -1172211 -1262860 20409417 19165078 1644314 1662835 18765103 17502243 TO PROVIDE MEDICAL AND OTHER HEALTH RELATED BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE MEDICAL AND OTHER HEALTH RELATED BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES OF EMPLOYERS WHO ARE PART OF A COLLECTIVE BARGAINING AGREEMENT WITH TEAMSTERS LOCAL UNION #261, AFFILIATED WITH THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, OR OTHER OTHER LOCAL UNIONS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 1 0 0 2 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7246524667 351 NORTHGATE CIRCLE SUITE B NEW CASTLE PA 16105 DAVID ALTERS TRUSTEE 40.00 1.00 X 0 0 76380 MICHAEL LECKWART TRUSTEE 40.00 1.00 X 0 0 77212 GEORGE WHIPPO TRUSTEE 40.00 1.00 X 0 0 73642 BRYAN DEHART TRUSTEE 0.00 1.00 X 0 0 0 WILL STRIMBU TRUSTEE 0.00 1.00 X 0 0 0 WILL THOMAS TRUSTEE 0.00 1.00 X 0 0 0 0 0 227234 0 0 0 0 HIGHMARK INC 120 FIFTH AVENUE PITTSBURGH PA 15222 CLAIMS PROCESSOR 2548077 1 CONTRIBUTIONS:EMPLOYERS 525100 35930450 35930450 CONTRIBUTIONS:INDIVIDUAL 525100 188761 188761 36119211 629928 629928 4332262 4972047 -639785 -639785 -639785 STOP LOSS PROCEEDS 525100 2495877 2495877 2495877 38605231 38605231 0 0 36843698 36843698 114479 114479 38968 38968 29344 29344 9126 9126 22400 22400 14716 14716 86834 86834 72656 72656 90 90 17776 17776 27500 27500 40 40 247 247 1401 1401 25030 25030 MEDICAL CLAIMS ADMINIST 2548077 2548077 OTHER TAXES PCORI 14349 14349 ASSOCIATION DUES 1360 1360 39868091 39868091 0 0 1656228 834874 611065 252853 53423 62599 10421 17438 41487 37309 5579 4178 18072701 17993136 20409417 19165078 7361 6571 1636953 1656264 1644314 1662835 X 0 0 0 0 18765103 17502243 18765103 17502243 20409417 19165078 -1262860 0 X 0 1 X 1 0 1975 1975 0 39512 35334 4178 4178 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) CONFIRMED TO THE PLAN BY LETTER DATED JUNE 22, 2017, OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). PLAN MANAGEMENT BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEY BELIEVE THAT THE PLAN WAS QUALIFIED, AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. 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 TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (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. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEE VACANCIES ARE APPOINTED BY EITHER THE EMPLOYER GROUP OR THE TEAMSTER LOCAL #261 DEPENDING ON THE VACANCY. FORM 990, PART VI, SECTION B, LINE 11B THE BAORD OF TRUSTEES IS PROVIDED WITH A COPY OF FORM 990 TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION - 724-652-4667 351 NORTHGATE CIRCLE, SUITE B, NEW CASTLE, PA 16105 A LIST IS AVAILABLE AND MAINTAINED IN THE FUND OFFICES A LIST IS AVAILABLE AND MAINTAINED IN THE FUND OFFICES 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0