2026-05-22T14:36:40-05:00 2025-07-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-08-01 526038498 INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND BOARD OF TRUSTEES INSU 8886322887 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 RON PIERSOL TRUSTEE 8886322887 2026-05-08 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2026-05-22 X 2024 2025-03-06 01:10:19Z RON PIERSOL JR 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 102298224 0 X N/A X 1953 FL TO PROVIDE HEALTH AND WELFARE BENEFITS. 48 48 0 0 0 0 0 0 61146420 66820396 1842971 2520223 4547900 5314899 67537291 74655518 0 0 60136684 61504264 0 0 0 0 0 4149919 4443609 64286603 65947873 3250688 8707645 68773367 77628509 1211490 391025 67561877 77237484 PROVIDE MEDICAL BENEFITS TO MEMBERS OF THE INSULATORS AND ALLIED WORKERS MEDICAL FUND. 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1200 0 0 0 0 0 0 0 0 0 0 0 0 X 48 48 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 X NEBA 8006322847 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 TERRY BURKE UNION TRUSTEE LOCAL 8 2.00 40.00 X 0 94724 0 DONALD STANLEY UNION TRUSTEE LOCAL 13 2.00 40.00 X 0 0 0 JASON SMITH UNION TRUSTEE LOCAL 18 2.00 40.00 X 0 82488 0 LACY WOLF UNION TRUSTEE LOCAL 22 2.00 40.00 X 0 0 0 CHARLES MARTIN UNION TRUSTEE LOCAL 27 2.00 40.00 X 0 117984 56812 JIM LISTER UNION TRUSTEE LOCAL 28 2.00 40.00 X 0 0 0 STEVEN CARR UNION TRUSTEE LOCAL 37 2.00 40.00 X 0 0 0 DALYN ROSE UNION TRUSTEE LOCAL 41 2.00 40.00 X 0 80035 0 KHRIS SHIVELY UNION TRUSTEE LOCAL 45 2.00 40.00 X 0 102883 72521 CHARLIE WOODY UNION TRUSTEE LOCAL 46 2.00 40.00 X 0 112888 0 KEN SLAVEN UNION TRUSTEE LOCAL 48 2.00 40.00 X 0 99025 0 DANIEL POTEET UNION TRUSTEE LOCAL 50 2.00 40.00 X 0 0 0 BRIAN FINEGAN UNION TRUSTEE LOCAL 51 2.00 40.00 X 0 73907 5683 STEVE OVERBY UNION TRUSTEE LOCAL 69 2.00 40.00 X 0 105473 0 CASEY WOLFE UNION TRUSTEE LOCAL 73 2.00 40.00 X 0 89208 37657 BO MODLIN UNION TRUSTEE LOCAL 74 2.00 40.00 X 0 0 0 ANDREW MILLER UNION TRUSTEE LOCAL 75 2.00 40.00 X 0 0 0 RON PIERSOL JR UNION TRUSTEE LOCAL 80 2.00 40.00 X 0 101871 101775 BRYAN MATT BERLIN UNION TRUSTEE LOCAL 86 2.00 40.00 X 0 0 0 JOE BLAKE JOYNER UNION TRUSTEE LOCAL 90 2.00 40.00 X 0 0 0 DALE CULLUM UNION TRUSTEE LOCAL 92 2.00 40.00 X 0 0 0 ROGER BROWN UNION TRUSTEE LOCAL 94 2.00 40.00 X 0 69278 0 WALTER BUTLER JR UNION TRUSTEE LOCAL 96 2.00 40.00 X 0 104675 0 JOHN GRAY UNION TRUSTEE LOCAL 114 2.00 40.00 X 0 45593 2555 JAMES LISTER UNION TRUSTEE LOCAL AWLU 2.00 40.00 X 0 220295 52431 TERRY LARKIN UNION TRUSTEE LOCAL AWLU 2.00 40.00 X 0 441693 52431 JAMES G DIERSING EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 CARL SCHULTZ EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 ROBERT GREIN EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JAMES GRIBBINS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JOEL HOBBS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JAMES GRIBBINS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 RODNEY HAMILTON EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 GLENN CROUSE EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 DAVID HEADRICK EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JARED GOODSITE EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAAEL HAYDEN EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 WILLIAM CHURLY EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 TIM BLALOCK EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 R DEAN BUROWS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 STEPHEN HUSBANDS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 PAT PRINCE EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 KEN GRADELESS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 DAN PATTERSON EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 TIM BLALOCK EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 TONY GREEN EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 TIM LEFTWICH EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JOHN LAMBERTON EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 0 1942020 381865 0 0 1 0 DEACONESS HOSPITAL 600 MARY ST EVANSVILLE IN 47710 CLAIMS PROCESSED 939020 MARIETTA MEMORIAL HOSPITAL 401 MATTHEW ST MARIETTA OH 45750 CLAIMS PROCESSED 561415 CABELL HUNTINGTON HOSPITAL 1340 HAL GREER BLVD HUNTINGTON WV 25701 CLAIMS PROCESSED 326239 NORTHSIDE GWINNETT JOAN G PO BOX 101818 ATLANTA GA 30392 CLAIMS PROCESSED 258620 THE CARLE FOUNDATION HOSPITAL PO BOX 4012 CHAMPAIGN IL 61824 CLAIMS PROCESSED 206647 20 EMPLOYER CONTRIBUTIONS 900099 58981752 58981752 PARTICIPANT CONTRIBUTIO 900099 7838644 7838644 66820396 2154578 2154578 28008351 27642706 365645 365645 365645 PRESCRIPTION REBATES 900099 5142372 5142372 SECURITIES LITIGATION 900099 165838 165838 6689 6689 5314899 74655518 72500940 0 2154578 61504264 1635050 258885 108651 258236 45769 165120 39808 144784 4688 430777 PPO FEES 1159896 BANK CHARGES 58621 DENTAL PREMIUM FEES 57123 OTHER EXPENSE 52650 23551 65947873 11041551 16740930 1638314 3439103 6328403 6326036 31895 37172 49733204 51085268 68773367 77628509 1003926 132489 207564 258536 1211490 391025 X 0 0 0 0 67561877 77237484 67561877 77237484 68773367 77628509 8707645 967962 0 X 0 1 X 1 0 0 DUE TO BROKER 258536 258536 X 75365244 967962 967962 74397282 258236 258236 74655518 65689637 0 65689637 258236 258236 65947873 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JULY 31, 2025 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 0 0 0 TERRY LARKIN UNION TRUSTEE LOCAL AWLU 0 441693 0 0 0 0 0 0 0 0 0 441693 0 0 JAMES LISTER UNION TRUSTEE LOCAL AWLU 0 220295 0 0 0 0 0 0 0 0 0 220295 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS MONITORED IN THE SENSE THAT ALL ACTIONS BY THE TRUSTEES ARE EXPECTED TO CONFORM TO THEIR RESPONSIBILITIES, WHICH COUNSEL AND OTHER PROFESSIONAL KEEP APPRISED OF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENT FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. NATIONAL ASBESTOS WORKERS PENSION FUND 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 526038497 PENSION FUND FL 401(A) 0 INT'L ASSOC OF H&F INSUL & ALLIED WKRS 9602 MARTIN LUTHER KING HIGHWAY LANHAM MD 20706 530088300 LABOR UNION MD 501(C)(5) 0 3MC MOBILE & MECHANICAL REPAIR A & W PLUMBLING & HEATING A&K INSULATION (CHAMPAIGN) A-1 INSULATION ABATEMENT & ENVIRONMENTAL SERVICES ACTION INSULATION ADVANCED INDUSTRIAL ADVANCED NUCLEAR LLC AECON-WACHS TECHNICAL SERVICES ALL SERVICES INSULATION LLC ALL TEMP INSUL ALL TEMP INSULATION ALLIANCE SPECIALTIES INC ALLIED POWER SERVICES MICHIGAN ALLOYD INSULATION CO ALPHA MECHANICAL AMERICAN ENERGY CONTRACTO AMERICAN PATRIOT INSULATION AMEX NOOTER AMITY PARTNERS INC ANCHOR INSULATION OF CENTRAL FL INC API INC ARGUS CONTRACTING ARIZONA HEAT & FROST JATC LU73 ASBESTOS WORKERS LU 18 ASBESTOS WORKERS LU 27 ASBESTOS WORKERS LU 28 ASBESTOS WORKERS LU 37 ASBESTOS WORKERS LU 41 ASBESTOS WORKERS LU 46 ASBESTOS WORKERS LU 48 ASBESTOS WORKERS LU 50 ASBESTOS WORKERS LU 51 ASBESTOS WORKERS LU 60 ASBESTOS WORKERS LU 69 ASBESTOS WORKERS LU 73 ASBESTOS WORKERS LU 8 ASBESTOS WORKERS LU 80 ASBESTOS WORKERS LU 86 ASBESTOS WORKERS LU 90 ASBESTOS WORKERS LU 92 ASBESTOS WORKERS LU 94 ASBESTOS WORKERS LU 96 ATLAS SPECIALTY INSULATION ATS WELDING LLC AUSTIN INSULATION AXION SPECIALTY CONTRACTING BARRACUDA MECHANICAL INSU BAYSIDE INSULATION BECHTEL CONSTRUCTION BESTWAY ENERGY SERVICES BESTWAY ENVIRONMENTAL SERVICES BI STATE INSULATION BONDY INSULATION BRAND SAFWAY IND BRANDON INSULATION BREEDING INSULATION CO BROCK INDUSTRIAL SERVICES BUDROVICH SPECIALTY GROUP BYROM'S THERMAL INSUL SYS CALDWELL INSULATION CAM INDUSTRIAL SOLUTIONS CAPITOL INSULATION CARDINAL INDUSTRIAL CB INSULATION INC CLAYS PERFORMANCE CONST L CNS CONSOLIDATED NUCLEAR SOCIETY COGBURN BROS INC COLUMBUS CENTRAL OHIO BUILDING CORNERSTONE SERVICES GR CTI AND ASSOCIATES CURRAHEE MECHANICAL INSULATION LLC DAVIS-HOUK MECHANICAL INC DAY & ZIMMERMAN DAY & ZIMMERMANN NPS DAYBREAK INSULATION CO DIAMOND CONTRACTING INC DK CONSTRUCTION CO DKB INC E P I INSUL COMPANY ELITE ENVIRONMENTAL ENERFAB POWER & INDUSTRIAL ENERGY SOLUTIONS EQUIPMENT INSULATION INC FARGO INSULATION CO FARWEST INSULATION CONTR FIT TIGHT COVERS INC FLUOR CONSTRUCTION INTERN FLUOR MAINTENANCE SERVICE FRONTIER INC GEM GROUP GEO V HAMILTON INC GLOBAL SCAFFOLD CONSTRUCT GRAHAM INDUSTRIAL MAINTENANCE INC GRIBBINS INSULATION COMPANY HAMILTON INSULATION INC HAMILTON INSULATION SALES LLC HARRIS INSULATION CO HEADRICK INSULATION HOLIAN INSULATION HUDSON BAY INSULATION HYATT INDUSTRIES INDUSTRIAL ENVIRONMENTAL INDUSTRIAL POWER SYSTEMS INSCO INSULATION MIDWEST I-STAR ENERGY SOLUTIONS J & S INSULATION J AND R INSULATION JATC ASBESTOS WRKS LU 50 JC INSULATION INC JOHNSON THERMAL SOLUTIONS JT THORPE & SON INC KARBER MECHANICAL INSUL KELZ ELITE INSULATION LLC KRUSE CORPORATION L & L MECHANICAL INS LAGCO INSULATION LIBERTY INSULATION LINIHAN INSULATION INC LMB COMPANIES LLC LMI LOUIS A ROSER COMPANY LOUISVILLE MECHANICAL SERVICES LPC CONTRACTING LUSE THERMAL TECHNOLOGIES M & M INSULATION M & M MECHANICAL INSUL M & O INSULATION CO MACALJON MAGNUM MECHANICAL INSULATION MARATHON INSULATION MATHIAS FABRICATION MCABEE CONSTRUCTION INC MEREDITH INSULATION MICHIGAN MECHANICAL MIDLAND THERMAL INC MIDWEST INSULATION NATL ENVIRO CONTRACTING NELSON INSULATION CO NEW AGE INSULATION INC NO SWEAT KC OHIO VALLEY INSUL PAT'S INSULATION PCI ENERGY PEDERSEN INSULATION PERFORMANCE ABATEMENT PERFORMANCE CONTRACTING PHILLIPS MECHANICAL INSULATION LLC PREMIER INSULATION PRIME INC PRIME INSULATION PRO INSULATION PRO METALS DBA PRO INSULA PROGRESSIVE INSULATION LLC RAND INDUSTRIAL INSULATION RELIABLE INSULATION RELIANCE INSULATION CO RIVAL INSULATION S & M MECHANICAL INSULATION S&L PLUMBING & MECHANICAL SAVANNAH RIVER MISSION COMPLETION SAVANNAH RIVER NUCLEAR SO SENCO CONSTRUCTION INC SIMERSON CONSTRUCTION SKY USA SOUTHCO INSULATION SOUTHERN ASB ABATEMENT CO SOUTHERN INSULATION SOUTHERN MECHANICAL INSUL SOUTHWEST SPECIALTY CONTR SPARTA INSULATION SPECIALTY CONTRACTING SERVICES STAPLES INSULATION INC SUPERIOR INDUSTRIAL INSUL SUPERIOR INSULATION OF FL THE EARLY CONSTRUCTION CO THE JAMAR COMPANY THERMAL DYNAMIX INSULATION THERMAL SOLUTIONS THERMO-TEC INSULATION THORNBURGH INSULATION TOLEDO MECHANICAL INSULAT TOVIN INSULATION CONCEPTS TRANSCO PRODUCTS TRIANGLE INSULATION TRU-FIT PRODUCTS LLC TURNER INDUSTRIES GROUP UNITED MECHANICAL INSUL VENTECH INSULATION INC VMI VALLEY MECHANICAL INS VOLUNTEER METAL SYSTEMS VULCAN ENVIRONMENTAL SERV VULCAN INDUSTRIAL WAI CONSTRUCTION GROUP LLC WALSH INSULATION SERVICES WARREN INSULATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0