2026-01-22T16:11:57-06:00 2025-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-04-01 550583589 1978 RETIRED CONSTRUCTION WORKERS BENEFIT TRUST 1978 8006246961 141 SUMMERS STREET CHARLESTON WV 25301 FREDRICK MARX TRUSTEE 8006246961 2026-01-22 1 0 PARVINDER BAMRAH P01299207 2023319880 2026-01-13 2024 2025-03-06 01:10:19Z FREDRICK MARX 141 SUMMERS STREET CHARLESTON WV 25301 6415747 0 X N/A X 1978 WV HEALTH & WELFARE PLAN EXEMPT UNDER I.R.C. SECTION 501(C)(9). 3 0 0 0 0 0 0 0 5885658 5490815 652156 865130 54502 59802 6592316 6415747 0 0 4345159 3420015 45000 45000 0 0 0 288602 260410 4678761 3725425 1913555 2690322 18689488 21525081 98918 86563 18590570 21438518 HEALTH & WELFARE PLAN EXEMPT UNDER I.R.C. SECT. 501(C)(9). 0 0 TO PROVIDE QUALITY HEALTH CARE COVERAGE TO CERTAIN RETIRED CONSTRUCTION WORKERS, DISABLED CONSTRUCTION WORKERS AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 10 0 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE HEALTH PLAN 8006246961 141 SUMMERS STREET CHARLESTON WV 25301 WILLIAM H HOWE TRUSTEE 1.00 3.00 X 15000 35000 0 DONALD T BARNETT TRUSTEE 1.00 3.00 X 15000 35000 0 FRED MARX CHAIRMAN 1.00 3.00 X 15000 35000 0 45000 105000 0 0 0 0 0 THP INSURANCE COMPANY 1110 MAIN ST WHEELING WV 26003 PLAN ADMINISTRATOR 406428 1 PARTICIPANT CONTRIBUTI 900099 5381097 5381097 EMPLOYER CONTRIBUTIONS 900099 109718 109718 5490815 865130 865130 PRESCRIPTION REBATES 900099 59802 59802 59802 6415747 5550617 0 865130 3420015 45000 102721 44391 27157 27748 21128 19302 PPO ACCESS FEES 16776 TRUSTEE EXPENSES 667 MISCELLANEOUS 520 3725425 787190 800924 11866 10510 117458 150025 17772974 20563622 18689488 21525081 98918 86563 98918 86563 X 18590570 21438518 18590570 21438518 18689488 21525081 2690322 157626 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 20563622 F 20563622 X 6573373 157626 157626 6415747 0 6415747 3725425 0 3725425 0 3725425 PART X, LINE 2: THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2025, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF MARCH 31, 2025, THE STATUTE OF LIMITATIONS FOR YEARS ENDING MARCH 31, 2022 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. FORM 990, PART VI, SECTION A, LINE 7A THE UNION AND EMPLOYER ASSOCIATION APPOINT THE TRUSTEES PURSUANT TO THE TERMS OF THE TRUST. FORM 990, PART VI, SECTION A, LINE 7B THE UNION AND EMPLOYER ASSOCIATION GENERALLY HAVE THE POWER TO APPROVE OR OVERRULE DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTION 404 AND 406 AND THE PLAN'S CONFLICT OF INTEREST POLICY IS DESCRIBED IN ERISA SECTION 404 AND 406. THE TRUSTEES MONITOR AND ENFORCE THE COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 THE FUND DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICAL, OFFICER, OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICPANTS OF THE PLAN IN ACCORDANCE WITH FEDERAL LAW. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT. THE TRUSTEES HAVE THE RESPONSIBILITY OF SELECTING AN INDEPENDENT ACCOUNTANT. UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN 141 SUMMERS STREET CHARLESTON WV 25301 526283006 DEFINED BENEFIT PLAN WV SECTION 501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1