2023-11-15T10:11:18-06:00 2022-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-01-01 231392600 TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA AND VICINITY % MARIA SCHEELER TEAM 8563822400 2500 McClellan Ave Suite 140 Pennsauken NJ 08109 MARIA SCHEELER ADMINISTRATOR 8563822400 2023-11-14 true MARIA SCHEELER 999009999 RICHARD RUVELSON P00234075 3012726000 3 2022 2023-04-26 12:10:37Z MARIA SCHEELER 2500 McClellan Ave 140 Pennsauken NJ 08109 135529748 false X www.teamsterfunds.com X 1951 NJ FUNDING ARRANGEMENT FOR MULTI- EMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 0 0 0 110730195 114331249 5563316 6667103 0 0 116293511 120998352 0 0 104784726 108239856 12000 58503 0 0 0 8729852 9242811 113526578 117541170 2766933 3457182 182928862 155739909 1402059 817313 181526803 154922596 FUNDING ARRANGEMENT FOR MULTI-EMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. false false TO PROVIDE FUNDED MEDICAL BENEFITS, INCLUDING VISION, DENTAL, OUTPATIENT SERVICES, HOSPITALIZATION, WEEKLY DISABILITY, DEATH, SURGERY, MAJOR MEDICAL, PRESCRIPTION DRUGS AND MANAGED CARE TO PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES. false false false false false false false false false false false false false false true true false false false false false false false false false false false false true false false false false false true false false false false false true true true false true 618 0 true 0 false false false false false false false false X 6 0 true false false false false true false true true false false true false true true false false false X MARIA SCHEELER 8563822400 2500 MCCLELLAN AVE SUITE 140 Pennsauken NJ 08109 Robert Bryan Jr Union Trustee 1.0 39.0 X 0 150540 101713 Howard Wells Union Trustee 1.0 39.0 X 0 179167 69257 William Hamilton Union Trustee 1.0 39.0 X 0 131538 84376 William J Einhorn Employer Trustee 1.0 1.0 X 12000 0 0 Daniel Schmidt Employer Trustee 1.0 39.0 X 0 0 0 William David Evans Employer Trustee 1.0 39.0 X 0 0 0 Maria Scheeler Administrator 20.0 25.0 X 0 0 0 12000 461245 255346 0 false true false Administrative Service Professional 2500 McClellan Ave Suite 140 PENNSAUKEN TOWNSHIP NJ 08109 ADMIN SERVICES 3576000 HORIZON HEALTHCARE SERVICES INC 3 Penn Plaza NEWARK NJ 07105 Claims Administrator 1860638 CAPITAL RX 228 Park Ave S Suite 87234 NEW YORK NY 10003 Administrative fees 765824 ZELIS CLAIMS INTEGRITY INC 2 Crossroads Dr BEDMINSTER NJ 07921 Claims Administrator 665648 GUARDIAN NURSES HEALTHCARE ADVOCATE PO BOX 224 FLOURTOWN PA 19031 HEALTHCARE SERVICES 442267 5 0 EMPLOYER CONTRIBUTIONS 525100 114111822 114111822 COBRA 525100 219427 219427 114331249 3991798 3991798 0 0 0 0 0 17206701 14531396 2675305 2675305 2675305 0 0 0 0 0 0 0 0 0 0 120998352 114331249 6667103 0 0 0 108239856 12000 0 46503 0 0 0 0 219445 59750 0 0 145721 8483555 0 181962 48400 0 0 0 0 0 0 0 0 62173 PCORI FEES 41805 117541170 0 0 5487780 7663635 0 0 7255384 7813741 0 0 0 0 0 0 0 0 24938 37945 0 0 168069870 138047281 0 0 0 0 0 0 2090890 2177307 182928862 155739909 317509 261655 0 0 1084550 555658 0 0 0 0 0 0 0 0 0 0 0 0 1402059 817313 X 181526803 154922596 0 0 0 0 181526803 154922596 182928862 155739909 3457182 -30061389 X false true X true false 0 0 90791242 -30061389 -30061389 120852631 145721 145721 120998352 117395449 117395449 145721 145721 117541170 Schedule D, Part X, Line 2 Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2022 and 2021, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Fund 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. Should such penalties and interest be incurred, the Fund's policy is to recognize them as administrative expenses. false false false Howard Wells Union Trustee 0 179167 0 0 0 0 0 69257 0 0 0 248424 0 0 William Hamilton Union Trustee 0 131538 0 0 0 0 0 53603 0 30773 0 215914 0 0 Robert Bryan Jr Union Trustee 0 150540 0 0 0 0 0 70131 0 31582 0 252253 0 0 Administrative Service Prof Inc See Part V 3576000 administrative services Schedule L, Part IV Howard Wells and William David Evans are trustees of the Teamsters Health & Welfare Fund as well as directors of Administrative Service Professionals Inc. Maria Scheeler is the Administrator of the Teamsters Health & Welfare Fund and also serves as President of Administrative Service Professionals Inc. Form 990, Part VI, Section A, Line 2 Howard Wells, William David Evans and Maria Scheeler have a business relationship. Form 990, Part VI, Section A, Line 7a Union designated trustees are elected by majority vote by the principal officers of the seven locals that originally founded the Fund. Employer designated trustees are appointed by the Transport Employers Association, an association having as it's members individual employers who have collective bargaining relationships with the Fund's participating local unions. Form 990, Part VI, Section A, Line 8a All meeting and decisions making by the governing body are documented in the meeting minutes held by the Fund. Form 990, Part VI, Section A, Line 8b All meetings and recommendations made by the various committees are documented in the meeting minutes held by the Fund. Form 990, Part VI, Section B, Line 11b After completion, the Administrator reviews Form 990 before forwarding it to our independent auditors for their review. Once back, it is reviewed by the Fund's Trustees before it is signed. Form 990, Part VI, Section C, Line 19 Upon Receipt of written request to the Fund Administrator, documents, policies, and financial statements are forwarded to the requestor. Financial Statements are also available on the website. Form 990, Part X, Line 11 Mutual Funds $138,047,281 FMV TEAMSTERS PENSION TRUST FUND Sponsor NJ 401a false CE MASON LU#592 HW&PEN CEMENT MASONS LU#592 LOWER SOUTHAMPTON TOWN NORRISTOWN MNP WASTE - NORTHAMPTON BUCKS CNTY PENNSVILLE SEWAGE AUTH PLUMBERS UNION 690 IND PORT AUTHORITY TRANSIT SCHOOL EMPLOYEES 1201 SHARON HILL BOROUGH TEAMSTER LOCAL NO 331 TEAMSTERS JOINT COUNCIL TEAMSTERS LOCAL 107 TEAMSTERS LOCAL 312 TEAMSTERS LOCAL 326 TEAMSTERS LOCAL 331 TEAMSTERS LOCAL 384 TEAMSTERS LOCAL 500 TEAMSTERS LOCAL 623 TEAMSTERS LOCAL 628 TEAMSTERS LOCAL 676 TEAMSTERS LOCAL 929 TEAMSTERS LOCAL NO 1 TEAMSTERS LOCAL NO 2 TEAMSTERS LOCAL NO 3 TEAMSTERS LOCAL NO 4 TEAMSTERS LOCAL NO 5 TEAMSTERS LOCAL NO 6 TEAMSTERS LOCAL NO 7 TEAMSTERS LOCAL NO 8 TEAMSTERS LOCAL NO 9 TEAMSTERS LOCAL NO 40 TEAMSTERS LOCAL NO 50 TEAMSTERS LOCAL NO837 TEAMSTERS LOCAL UNION TOWNSHIP OF SPRINGFIELD UPPER MORELAND SEWER UPPER PROVIDENCE TOWNSHIP A P CONSTRUCTION CO A PENZA INC A&R FENCE AND GUIDERAIL AE STONE INC ABC CONSTRUCTION CO INC ABF FREIGHT SYSTEM INC ACE MOTORS INC ACME MARKETS INC AGB TRUCKING LLC AIRGAS EAST INC AL KLIESH TRUCKING LLC ALAN MC ILVAIN COMPANY ALLEGHENY IRON & METAL CO ALLIED BEVERAGE GROUP LLC ALLIED ROOFERS SUPPLY-PHILA AMOROSO BAKING COMPANY APPLESACK TRUCKING INC APTIM FEDERAL SERVICES LLC ARAMARK UNIFORM SERVICES ARROW LEASING & SANITARY SERVICE ARTHUR R HENRY INC ASP PERSONNEL SERVICES INC ATLANTIC EXPOSITION SERVICES AUDUBON MUTUAL HOUSING CORP AUNT KITTY'S FOODS INC BRS PRODUCE CO - 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FAMILY WILLIAM BETZ JR INC WM MACMILLAN CO YRC WORLDWIDE INC false false false false false false false false false false false false true true true false false false true ADMINISTRATIVE SERVICE PROFFESSIONALS m 3576000 Rate per member