2025-02-13T15:55:14-06:00 2024-03-31 550621482 GRAY GRIFFITH & MAYS AC 707 VIRGINIA STREETEASTSUITE 400 CHARLESTON WV 253012711 990 2023-04-01 510168650 IRON WORKERS LOCALS 549 & 550 MEDICAL & BENEFIT FUND IRON 3043999010 9200 US ROUTE 60 ONA WV 25545 KEVIN COULTER CO-CHAIRMAN OF THE BOARD 3043999010 2025-02-12 1 1 J RYAN LINDSAY P01835061 3043459400 2023 2025-03-06 01:10:19Z KEVIN COULTER 2350 MAIN STREET WHEELING WV 26003 12670407 0 X N/A X 1975 WV TO PROVIDE ADDICENT, HOSPITAL, SURGICAL, DISABILITY, DENTAL, PRESCRIPTION, AND DEATH BENEFITS TO ELIGIBLE MEMBERS OF IRON WORKERS LOCAL 549 & 550 AND THEIR SPOUSES AND DEPENDENTS. 15 7 0 15 0 0 0 0 10580408 11891781 166513 553979 0 0 10746921 12445760 0 0 8793437 10548655 0 0 0 0 0 1072772 947571 9866209 11496226 880712 949534 13711104 15535045 1063196 1740848 12647908 13794197 THE TRUST IS CREATED, ESTABLISHED AND MAINTAINED, (AND THE TRUSTEES AGREE TO RECEIVE, HOLD, AND ADMINISTER), TO PROVIDE BENEFITS FOR MEMBERS AND THEIR BENEFICIARIES IN ACCORDANCE WITH THE PLAN DOCUMENT. 0 0 11496226 TO PROVIDE BENEFITS FOR MEMBERS AND THEIR BENEFICIARIES IN ACCORDANCE WITH THE PLAN DOCUMENT. 11496226 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 1 3 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 15 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JESSICA MORRISON 3043999010 9200 US ROUTE 60 ONA WV 25545 X ERIC STARKOWICZ EMPLOYER TRUSTEE 0.50 X 0 0 0 GEOFF NICELY EMPLOYER TRUSTEE 0.50 X 0 0 0 JIM CHAPMAN EMPLOYER TRUSTEE 0.50 X 0 0 0 LORI SCOTT EMPLOYER TRUSTEE 0.50 X 0 0 0 TOM DULIN EMPLOYER TRUSTEE 0.50 X 0 0 0 STEVE CAFARO ALTERNATE EMPLOYER TRUSTEE 0.50 X 0 0 0 GARY CRAFT EMPLOYEE TRUSTEE 0.50 X 0 0 0 KEVIN COULTER CO-CHAIRMAN/EMPLOYEE TRUSTEE 0.50 50.00 X X 0 0 0 KELLY DIERKES EMPLOYEE TRUSTEE 0.50 X 0 0 0 SCOTT ALLEMAN EMPLOYEE TRUSTEE 0.50 X 0 0 0 GARY FELGENHAUER EMPLOYEE TRUSTEE 0.50 X 0 0 0 CHAD JOHNSON ALTERNATE EMPLOYEE TRUSTEE 0.50 X 0 0 0 BENJAMIN STRIMEL ALTERNATE EMPLOYEE TRUSTEE 0.50 X 0 0 0 TOM LISTON EMPLOYER TRUSTEE 0.50 X 0 0 0 SEAN DIEKMANN CO-CHAIRMAN/EMPLOYEE TRUSTEE 0.50 50.00 X X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTION 525100 11142074 11142074 RETIREE AND MEMBER SELF PAY 525100 749707 749707 11891781 378626 378626 400000 224647 175353 175353 175353 12445760 11891781 0 553979 10548655 10548655 39731 39731 5140 5140 12833 12833 841567 841567 22567 22567 7103 7103 12398 12398 PCORI FEES 6232 6232 11496226 11496226 0 0 3799269 4198801 1640918 2346163 873601 1096562 114867 5963 7200769 7807529 81680 80027 13711104 15535045 128196 45848 935000 1695000 1063196 1740848 X 0 0 0 0 12647908 13794197 12647908 13794197 13711104 15535045 949534 196755 0 X X 0 1 X 1 0 0 CLAIMS IBNR 1695000 1695000 12629682 196755 196755 12432927 12833 12833 12445760 12243393 760000 760000 11483393 12833 12833 11496226 PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CLAIMS IBNR 760,000. FORM 990, PART VI, SECTION A, LINE 3 THE TRUSTEES FOR THE FUND ENGAGED AMERICAN BENEFIT CORPORATION (ABC) TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN EFFECTIVE 06/01/2022. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990, IN DRAFT VERSION, IS EMAILED TO THE CO-CHAIRMEN PRIOR TO ITS FINALIZATION. ANY QUESTIONS, COMMENTS, AND CONCERNS ARE DISCUSSED AND RESOLVED PRIOT THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, TRUSTEE OR ADMINISTRATOR OF THE ORGANIZATION HAS A DUTY TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BOARD. THE GOVERNING BOARD THEN DISCUSSES AND VOTES UPON THE DETERMINATION OF A CONFLICT OF INTEREST. IF THE BOARD BELIEVES THAT AN ACTUAL OR POSSIBLE CONFLICT WAS NOT DISCLOSED AND UPON FURTHER EXPLANATION DETERMINES THAT THERE WAS A FAILURE TO DISCLOSE, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. EACH DIRECTOR, PRINCIPAL OFFICER, TRUSTEE OR ADMINISTATOR OF THE GOVERNING BOARD IS REQUIRED TO SIGN AN ANNUAL STATEMENT. PERIODIC REVIEWS WILL ALSO BE CONDUCTED WHICH MAY INCLUDE THE USE OF OUTSIDE EXPERTS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED.