2024-11-01T14:43:20-05:00 2023-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2023-01-01 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 2024-10-31 true true RICHARD RUVELSON P00234075 3012726000 2024-10-31 2023 2024-10-15 13:58:12Z MARIA SCHEELER 2500 McClellan Ave 140 Pennsauken NJ 08109 231449135 false X www.teamsterfunds.com X 1951 NJ FUNDING ARRANGEMENT FOR MULTIEMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. 6 0 0 0 0 0 0 0 114331249 115231492 6667103 20305766 0 0 120998352 135537258 0 0 108239856 111511020 58503 42661 0 0 0 9242811 9585531 117541170 121139212 3457182 14398046 155739909 163197816 817313 1135086 154922596 162062730 FUNDING ARRANGEMENT FOR MULTIEMPLOYER 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 604 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 Howard Wells Union Trustee 1.0 39.0 X 0 181718 70886 Robert Bryan Jr Union Trustee 1.0 39.0 X 0 164470 77819 William Hamilton Union Trustee 1.0 39.0 X 0 103176 74558 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 449364 223263 0 false true false Administrative Service Professional 2500 McClellan Ave Suite 140 PENNSAUKEN TOWNSHIP NJ 08109 ADMIN SERVICES 3797000 HORIZON HEALTHCARE SERVICES INC 3 Penn Plaza NEWARK NJ 07105 Claims Administrator 2274379 CAPITAL RX 228 Park Ave S Suite 87234 NEW YORK NY 10003 Administrative fees 705957 GUARDIAN NURSES HEALTHCARE ADVOCATE PO BOX 224 FLOURTOWN PA 19031 HEALTHCARE SERVICES 453370 TOTAL CARE NETWORK INC 1341 N Delaware Ave Ste 403 PHILADELPHIA PA 19125 HEALTHCARE SERVICES 383179 5 0 EMPLOYER CONTRIBUTIONS 525100 114624008 114624008 COBRA 525100 607484 607484 115231492 4152223 4152223 0 0 0 0 0 112065420 95911877 16153543 16153543 16153543 0 0 0 0 0 0 0 0 0 0 135537258 115231492 0 20305766 0 0 0 111511020 12000 0 30661 0 0 0 0 270918 65000 0 0 138428 8742585 0 184525 64396 0 0 0 0 0 0 0 0 75447 PCORI FEES 44232 121139212 0 0 7663635 9814621 0 0 7813741 7488902 0 0 0 0 0 0 0 0 37945 37516 0 0 138047281 143186693 0 0 0 0 0 0 2177307 2670084 155739909 163197816 261655 244105 0 0 555658 890981 0 0 0 0 0 0 0 0 0 0 0 0 817313 1135086 X 154922596 162062730 0 0 0 0 154922596 162062730 155739909 163197816 14398046 -7257912 X false true X true false 0 0 X 128140918 -7257912 -7257912 135398830 138428 138428 135537258 121000784 121000784 138428 138428 121139212 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, 2023 and 2022, 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 181718 0 0 0 0 0 70886 0 0 0 252604 0 0 William Hamilton Union Trustee 0 103176 0 0 0 0 0 47561 0 26997 0 177734 0 0 Robert Bryan Jr Union Trustee 0 164470 0 0 0 0 0 50545 0 27274 0 242289 0 0 Administrative Service Prof Inc See Part V 3797000 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 its 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 $143,186,693 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 N/A A&R FENCE AND GUIDERAIL N/A A PENZA INC N/A AP CONSTRUCTION INC N/A ABC CONSTRUCTION CO INC N/A ABF FREIGHT SYSTEM INC N/A ACE MOTORS INC N/A ACME MARKETS INC N/A AE COMMERCIALS LLC N/A AGB TRUCKING LLC N/A AIRGAS EAST INC N/A AL KLIESH TRUCKING LLC N/A ALAN MC ILVAIN COMPANY N/A ALLEGHENY IRON & METAL CO N/A ALLIED BEVERAGE GROUP LLC N/A ALLIED ROOFERS SUPPLY-PHILA N/A AMERICOLD LOGISTIC LLC N/A AMOROSO BAKING COMPANY N/A APPLE STUDIOS - 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