2024-10-24T07:40:56-05:00 2023-12-31 350865680 PILE CPAS ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 46204 990 2023-01-01 351074113 INDIANA TEAMSTERS HEALTH BENEFITS PLAN INDI 3176393575 6007 S HARDING ST INDIANAPOLIS IN 46217 ROBERT WARNOCK III TRUSTEE 3176393575 2024-10-24 1 1 JEREMY C KOPECK CPA P00967303 3172693454 2023 2024-10-15 13:58:12Z ROBERT WARNOCK III 6007 S HARDING ST INDIANAPOLIS IN 46217 111484433 0 X WWW.ITHBF.COM X 1959 IN THE FUND PROVIDES INDIANA TEAMSTERS UNION MEMEBERS AND RETIREES WITH HEALTH AND WELFARE BENEFITS. 8 8 0 8 0 0 0 0 64431771 69038151 3880883 8037538 0 0 68312654 77075689 0 0 47265041 51619293 0 0 0 0 0 9936388 4395688 57201429 56014981 11111225 21060708 93287672 115810917 10670659 8562000 82617013 107248917 THE FUND PROVIDES INDIANA TEAMSTERS UNION MEMBERS AND RETIREES WITH HEALTH AND WELFARE BENEFITS. 0 0 MANAGED AND MAINTAINED HEALTH BENEFITS FUND FOR INDIANA TEAMSTERS UNION MEMBERS AND RETIREES. 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 IN X MIKE LARSON 3176393573 6007 S HARDING STREET INDIANAPOLIS IN 46217 X JESSE MIKESELL TRUSTEE 1.00 X 0 0 0 ROBERT WARNOCK III TRUSTEE 1.00 X 0 0 0 MIKE FERRARA TRUSTEE 1.00 X 0 0 0 GEORGE GERDES TRUSTEE 1.00 X 0 0 0 DAVID HEYDE TRUSTEE 1.00 X 0 0 0 DUSTIN ROACH TRUSTEE 1.00 X 0 0 0 SHAWN ALPERS TRUSTEE 1.00 X 0 0 0 BRIAN WHITTAKER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 UBS WEALTH MANAGEMENT 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 INVESTMENT ADVISOR 224433 ALATEK SYSTEMS & VAUGH CECIL CONSULTING 281 RED WILLIANS RD CROSSVILLE TN 38571 CONSULTING 176872 PARAMOUNT HEALTH 921 HILDBRAND DR INDIANAPOLIS IN 46217 CONSULTING 126000 3 EMPLOYER CONTRIBUTIONS 525920 68293002 68293002 STOP-LOSS REIMBURSEMENTS 525920 667723 667723 PARTICIPANT CONTRIBUTIONS 525920 77426 77426 69038151 4234669 4234669 38211613 34408744 3802869 3802869 3802869 77075689 69038151 0 8037538 51619293 38718 64382 261222 126000 56714 370981 8930 72728 35996 CLAIM REPRICING FEES 2061623 ADMINISTRATIVE SERVICE 840404 PRE-CERTIFICATION AND U 311188 ALL OTHER EXPENSES 146802 56014981 363026 15142235 12779212 7506847 6345106 616806 202000 1461632 395665 1115430 1065967 68835214 94938467 71140 117139 93287672 115810917 10670659 8562000 10670659 8562000 X 82617013 107248917 82617013 107248917 93287672 115810917 X 21060708 1462537 2108659 X X 0 1 X 1 0 745000 71032 673968 716632 324633 391999 1065967 BENEFIT OBLIGATIONS 8562000 8562000 X 78277004 1462537 1462537 76814467 261222 261222 77075689 55753759 0 55753759 261222 261222 56014981 PART X, LINE 2: THE PLAN IS FUNDED THROUGH A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION ("VEBA") TRUST ESTABLISHED UNDER INTERNAL REVENUE CODE SECTION 501(C)(9). ACCORDINGLY, THE PLAN IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE TRUST, WHICH INCLUDES THE HEALTH PLAN AND THE RETIREE PLAN, HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") ORIGINALLY DATED JULY 30, 1963, IN WHICH THE IRS STATED THAT THE TRUST AS THEN DESIGNED WAS TAX-EXEMPT. THOUGH THE PLAN'S VEBA TRUST HAS BEEN AMENDED SINCE THE DATE OF THE DETERMINATION LETTER, THE TRUSTEES BELIEVE THAT THE PLAN AND THE VEBA TRUST CONTINUE TO QUALIFY AS TAX-EXEMPT AND OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE EMPLOYEE TRUSTEES WORK FOR TEAMSTERS LOCAL 135, AND ONE EMPLOYEE TRUSTEE WORKS FOR TEAMSTERS LOCAL 364, AND ONE EMPLOYEE TRUSTEE WORKS FOR TEAMSTERS LOCAL 414 WHICH ARE UNIONS FOR WHICH THE ORGANIZATION PROVIDES BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FUND CONSULTANT PRIOR TO FILING. THE BOARD WILL BE SENT A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15 NO COMPENSATION IS PAID FROM INDIANA TEAMSTERS HEALTH BENEFITS PLAN. THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 135 IS REIMBURSED FOR ADMINISTRATION OF THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE FUND WILL MAIL REQUESTED ITEMS TO THE PARTICIPANT OR INTERESTED PARTY. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS 2,108,659. INT'L BROTHERHOOD OF TEAMSTERS & HELPERS LOCAL UNION 135 2829 MADISON AVENUE INDIANAPOLIS IN 46225 350717060 LABOR UNION IN 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS & HELPERS LOCAL UNION NO 135 M 840404 CASH