2023-09-14T18:27:10-05:00 2022-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-01-01 522035053 AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN HEALTH AND WELFARE TRUST AGREEMENT % RANDY GRIFFIN AMER 4104241500 799 CROMWELL PARK DRIVE Suite K-Z GLEN BURNIE MD 21061 SARAH RODRIGUEZ BOARD MEMBER/CHAIR 4104241500 2023-09-13 true SARAH RODRIGUEZ 999009999 RICHARD RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z SARAH RODRIGUEZ 799 CROMWELL PARK DRIVEK-Z GLEN BURNIE MD 21061 13868290 false X N/A X 1996 VA To provide benefits to employees and retirees employed by the APWU AFL-CIO Health Plan and their dependents & beneficiaries under a collective bargaining agreement. 4 0 0 0 0 0 0 0 10828469 10939837 3903854 2899139 0 0 14732323 13838976 0 0 7825028 7830842 0 0 0 0 0 176225 166091 8001253 7996933 6731070 5842043 94166964 87123773 0 0 94166964 87123773 TO PROVIDE CERTAIN INSURANCE BENEFITS TO EMPLOYEES AND RETIREES EMPLOYED BY THE APWU AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND BENEFICIARIES UNDER A COLLECTIVE BARGAINING AGREEMENT. false false FUNDING TO PROVIDE MEDICAL, LIFE AND ACCIDENTIAL DEATH & DISMEMBERMENT, AND LONG-TERM DISABLITY INSURANCE BENEFITS FOR EMPLOYEES AND RETIREES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND BENEFICIARIES. false false false false false false false false false false true false false false true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false X 4 0 true false false false false true false true false true false true false false false false false false X RANDY GRIFFIN 4104241500 799 CROMWELL PARK DRIVE STE K-Z GLEN BURNIE MD 21061 X CARROLL MIDGETT PLAN ADMINISTRATOR 0.0 41.0 X 0 260815 50780 MARK DIMONDSTEIN BOARD MEMBER 0.0 41.0 X X 0 186579 30320 ELIZABETH POWELL BOARD MEMBER 0.0 41.0 X 0 167369 26732 DEBORAH SZEREDY BOARD MEMBER 0.0 41.0 X 0 159616 30121 SARAH RODRIGUEZ BOARD MEMBER/CHAIR 0.0 41.0 X X 0 146647 9546 0 921026 147499 0 false true false SEGAL MARCO ADVISORS 550 W WASHINGTON BLVD SUITE 900 CHICAGO IL 60661 INVEST. CONSULTANT 108387 1 0 EMPLOYERS CONTRIBUTIONS 525100 10419062 10419062 PARTICIPANTS CONTRIBUTIONS 525100 385055 385055 SPOUSAL CONTRIBUTIONS 525100 135720 135720 10939837 2903453 2903453 0 0 0 0 0 25000 29314 -4314 -4314 -4314 0 0 0 0 0 0 0 0 0 0 13838976 10939837 0 2899139 0 0 0 7830842 0 0 0 0 0 0 0 0 40530 0 0 108387 0 0 17174 0 0 0 0 0 0 0 0 0 0 7996933 0 0 2965259 6109022 0 0 2760364 2663070 0 0 0 0 0 0 0 0 0 0 0 0 77031794 67330723 11409547 11020958 0 0 0 0 0 0 94166964 87123773 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 94166964 87123773 0 0 0 0 94166964 87123773 94166964 87123773 5842043 -12885234 X false true X false false MERGANSER ST BOND FUND LLC 11020958 F 11020958 0 0 X 953742 -12885234 -12885234 13838976 13838976 7996933 7996933 7996933 PART X, LINE 2 - FIN 48 FOOTNOTE: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLAN, AND CONCLUDED THAT AS OF DECEMBER 31, 2022, AND 2021 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS.THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS;HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION,THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. false false false MARK DIMONDSTEIN BOARD MEMBER 0 178355 0 0 0 8224 0 30320 0 0 0 216899 0 0 DEBORAH SZEREDY BOARD MEMBER 0 157036 0 0 0 2580 0 26696 0 0 0 186312 0 0 ELIZABETH POWELL BOARD MEMBER 0 157248 0 0 0 10121 0 26732 0 0 0 194101 0 0 SARAH RODRIGUEZ BOARD MEMBER/CHAIR 0 137554 0 0 0 9093 0 1733 0 7813 0 156193 0 0 CARROLL MIDGETT PLAN ADMINISTRATOR 0 245519 0 4171 0 11125 0 7491 0 43450 0 311756 0 0 PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS: BOARD MEMBERS MARK DIMONDSTEIN, DEBORAH SZEREDY, ELIZABETH POWELL, AND SARAH RODRIGUEZ SERVE AS PRESIDENT, EXECUTIVE VICE-PRESIDENT, SECRETARY-TREASURER, AND HEALTH PLAN DIRECTOR OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO. PART VI, SECTION A, LINE 7A - POWER TO APPOINT BOARD MEMBERS: MEMBERS OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN H&W TRUST COMMITTEE ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN. THE BOARD OF DIRECTORS RETAINS THE RIGHT TO REMOVE OR REPLACE ANY MEMBER OF THE HEALTH AND WELFARE COMMITTEE AT ANY TIME. PART VI, SECTION A, LINE 8B - OTHER COMMITTEES: THE PLAN HAS NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 9 - BOARD MEMBERS MAILING ADDRESS: MARK DIMONDSTEIN, DEBORAH SZERDEY AND ELIZABETH POWELL CAN BE REACHED "CARE OF" AT THE FOLLOWING ADDRESS: AMERICAN POSTAL WORKERS UNION AFL-CIO 1300 L STREET, NW WASHINGTON, DC 20005 PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: The Plan engages an independent certified public accounting firm to prepare the Form 990 and supplemental schedules. The Plan is then provided a draft copy of the Form 990, upon which the Plan then provides to all members of the board prior to its filing. One of the board members reviews the return in detail before it filing. The other board members conduct their review of the return after its filing. Part VI, Section C, Line 19 - GOVERNING DOCUMENTS AND FINANCIALS: The Trust does make available the organization governing documents and financial statements through a written request. The Trust will respond in writing within 30 days of the request. APWU AFL-CIO HEALTH PLAN 799 CROMWELL PARK DRIVE STE K-Z GLEN BURNIE MD 21061 520940594 BENEFIT PLAN MD 501(C)(9) APWU false AMERICAN POSTAL WORKERS UNION AFL-CIO 1300 L STREET NW 200 WASHINGTON DC 20005 520913725 LABOR ORG DC 501(C)(5) N/A false false false false false false false false false false false false false false true false false false false true