2024-11-14T17:14:29-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 6720-A ROCKLEDGE DRIVE SUITE 510 BETHESDA MD 20817 990 2023-01-01 237360639 AFSCME HEALTH AND WELFARE FUND AFSC 7175649338 150 SOUTH 43RD STREET HARRISBURG PA 171115708 MIKE SUKAL TRUSTEE 7175649338 2024-11-13 1 1 GARY T BRUNICK JR P01715767 2402001400 2023 2024-10-15 13:58:12Z MIKE SUKAL 150 SOUTH 43RD STREET HARRISBURG PA 171115708 9637823 0 X N/A X 1974 PA TO PROVIDE HEALTH AND WELFARE BENEFITS 7 7 0 0 0 0 0 0 6109454 5865478 354914 671934 600 0 6464968 6537412 0 0 6322556 5785835 0 0 0 0 0 800895 735505 7123451 6521340 -658483 16072 20341063 21642745 74000 103010 20267063 21539735 X AFSCME HEALTH AND WELFARE FUND WAS FORMED IN 1974, UNDER AN AGREEMENT AND DECLARATION OF TRUST DATED JANUARY 24, 1975 BETWEEN THE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES, AFL-CIO COUNCIL 13 (UNION), ITS AFFILIATED DISTRICT COUNCILS AND SUBORDINATE LOCAL UNIONS AND THE TRUSTEES. THIS AGREEMENT, WHICH WAS ENTERED INTO IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND VARIOUS EMPLOYERS, PROVIDES FOR CONTRIBUTIONS BY THE EMPLOYERS TO A TRUST TO PROVIDE HEALTH AND WELFARE COVERAGE FOR THEIR EMPLOYEES. 0 0 PAY DENTAL CLAIMS FOR APPROXIMATELY 4,085 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S DENTAL PROGRAM. PAY PRESCRIPTION DRUG CLAIMS FOR APPROXIMATELY 2,638 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S PRESCRIPTION DRUG PROGRAM. PAY VISION PREMIUMS FOR APPROXIMATELY 9,159 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S VISION INSURANCE PROGRAM. PAY GROUP DISABILITY PREMIUMS FOR APPROXIMATELY 744 PARTICIPANTS UNDER THE PLAN'S DISABILITY INSURANCE PROGRAM 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SAMANTHA RAYNER 7175649338 150 SOUTH 43RD STREET HARRISBURG PA 171115708 X DAVID HENDERSON TRUSTEE, CHAIRMAN 1.00 X 0 0 0 JOHN GALUSKA TRUSTEE 1.00 X 0 0 0 SHANE CLARK TRUSTEE 1.00 X 0 0 0 TARA WILSON TRUSTEE 1.00 X 0 0 0 LAUREN SMITH TRUSTEE 1.00 X 0 0 0 MARY LOU KABOLY TRUSTEE 1.00 X 0 0 0 AMANDA CYPHER TRUSTEE 1.00 X 0 0 0 SAMANTHA RAYNER ADMINISTRATOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 5061559 5061559 PRESCRIPTION REBATES 900099 722795 722795 PARTICIPANT CONTRIBUTIONS 900099 51488 51488 COBRA PREMIUMS 900099 29636 29636 5865478 771868 771868 3000477 3100411 -99934 -99934 -99934 6537412 5865478 0 671934 5785835 4758 36312 86166 237242 42111 25326 2365 12240 SALARIES AND RELATED CO 256114 PICORI FEES 28122 CONFERENCES 3494 TRUSTEES MEETINGS 1005 250 6521340 415990 448888 654488 675801 34764 19155 17974 15609 19252611 20502447 20341063 21642745 74000 103010 74000 103010 X 20267063 21539735 0 0 0 0 20267063 21539735 20341063 21642745 16072 1256600 0 X X 0 1 X 1 0 34764 19155 15609 15609 X 7794012 1256600 1256600 6537412 0 6537412 6521340 0 6521340 0 6521340 PART X, LINE 2: US GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 B, LINE 11B THE TRUSTEES HAVE BEEN PROVIDED A COPY OF THE FORM 990. IN ADDITION, THE ADMINISTRATOR, AT THE REQUEST OF THE BOARD OF TRUSTEES, REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 NO GOVERNING DOCUMENTS OR POLICIES ARE MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE FUND'S 5500 FILINGS. FORM 990, PART XII, LINE2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS IS CONSISTENT WITH PRIOR YEAR. 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