2025-01-27T14:08:09-06:00 2024-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2023-07-01 237411025 PENNSYLVANIA FACULTY HEALTH & WELFARE FUND PENN 4122244458 60 BOULEVARD OF THE ALLIES5TH FLOO PITTSBURGH PA 15222 BRENDA A MUNDELL SECRETARY / TREASURER 4122244458 2025-01-27 1 1 ALYSSA N IRISH P02389116 7177617910 2025-01-27 2023 2025-03-06 01:10:19Z BRENDA A MUNDELL 2300 VARTAN WAY SUITE 207 HARRISBURG PA 17110 5074891 0 X N/A X 1974 PA HEALTH & WELFARE BENEFITS 6 6 0 0 157223 0 0 0 4961815 4781120 130741 157223 1980 136548 5094536 5074891 0 0 4352310 4169383 556 277 0 0 0 571684 547179 4924550 4716839 169986 358052 8246136 8700352 276265 182896 7969871 8517456 X TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THE PENNSLYVANIA STATE SYSTEM OF HIGHER EDUCATION COVERED IN THE COLLECTIVE BARGAINING UNIT REPRESENTED BY THE UNION OR ANY OTHER UNION, OTHER EMPLOYEES FOR WHOM THE EMPLOYER SUBMITS CONTRIBUTIONS, EMPLOYEES OF THE UNION OR ITS LOCAL CHAPTERS, AND ANY EMPLOYEES OF THE FUND. 0 0 THE FUND PROVIDED ELIGIBLE EMPLOYEES AND THEIR BENEFICIARIES WITH VISION AND DENTAL BENEFITS. 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 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X ADMINISTRATOR PA FACULTY HEALTH & WELFARE FUND 4122244458 60 BOULEVARD OF THE ALLIES 5TH PITTSBURGH PA 15222 X BRENDA A MUNDELL SECRETARY / TREASURER 1.00 X X 0 0 0 MARC A SYLVESTER PHD CHAIRMAN 1.00 X X 0 0 0 KARA LASKOWSKI PHD TRUSTEE 1.00 X 0 0 0 JEFFREY S LYNN PHD TRUSTEE 1.00 X 0 0 0 TENA MAURER TRUSTEE 1.00 X 0 0 0 SHARON MINNICH TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CDS ADMINISTRATORS 60 BOULEVARD OF THE ALLIES FIFTH F PITTSBURGH PA 19522 ADMINISTRATIVE SERVICES AND CLAIMS PROCE 198747 UNITED CONCORDIA DENTAL 1800 CENTER STREET SUITE 2B 220 CAMP HILL PA 17011 DENTAL CLAIMS PROCESSING 159097 2 EMPLOYER CONTRIBUTIONS 525100 4671791 4671791 COBRA CONTRIBUTION 525100 109329 109329 4781120 157223 157223 MISCELLANEOUS REVENUE 900099 133848 133848 INSURANCE SETTLEMENT 525100 2700 2700 136548 5074891 4917668 157223 0 4169383 277 19404 18000 19750 462130 8596 15231 OTHER EXPENSES 4068 4716839 671023 563894 7127 7059 7567986 8129399 8246136 8700352 276265 182896 276265 182896 X 0 0 0 0 7969871 8517456 7969871 8517456 8246136 8700352 358052 189533 0 X X 0 1 X 1 0 0 X 5264424 189533 189533 5074891 0 5074891 4716839 0 4716839 0 4716839 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE, DATED JULY 10, 1987, AND THE FUND SPONSOR AND LEGAL COUNSEL BELIEVE THAT THE FUND, AS AMENDED, CONTINUES TO OPERATION AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND 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 THE PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION APPOINTS 3 TRUSTEES. THE ASSOCIATION OF PENNSYLVANIA STATE COLLEGES AND UNIVERSITIES FACULTIES APPOINTS 3 TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY A CPA FIRM. THE TRUSTEES REVIEW THE COMPLETED FORM 990 AT THE TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE MAKES ANNUAL WRITTEN REPRESENTATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII, 2C THE PROCESS USED TO SELECT AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.