2024-01-06T07:54:23-08:00 2023-03-31 341638235 Yurchyk & Davis CPA's Inc 3701 Boardman-Canfield Rd 2 Canfield OH 44406 990 2022-04-01 346545105 HEALTH & WELFARE FUND OF THE LOCAL UNION #396 HEAL 3302700453 3660 STUTZ DRIVE CANFIELD OH 44406 BRENT KELLEY TRUSTEE 3302700453 2024-01-06 true BRENT KELLEY XXX-XX-XXXX true DAVID A EYSTER CPA CMA P00031027 3305335000 2024-01-06 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z HEALTH & WELFARE FUND OF THE LOCAL UNION #396 BRENT KELLEY 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 14105653 false X N/A X 1962 OH TO PROVIDE HEALTH AND DEATH BENEFITS TO MEMBERS. 8 8 34 0 0 0 0 7760767 8027846 374346 268348 668883 613343 8803996 8909537 0 4861259 5874418 10191 13553 0 0 1055648 1374459 5927098 7262430 2876898 1647107 14266542 15954273 2830378 3438440 11436164 12515833 TO PROVIDE HEALTH AND DEATH BENEFITS TO MEMBERS. false false MEMBERS AND THEIR DEPENDENTS WERE PROVIDED WITH ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DEATH, AND DISABILITY BENEFITS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 21 0 true 34 true false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true false false false X BENESYS INC 3302700453 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 MATT MORRONE TRUSTEE 1.00 X 0 0 0 BRENT KELLEY TRUSTEE 1.00 X 0 0 0 JEREMY SMITH TRUSTEE 1.00 X 0 0 0 MARTY LONEY TRUSTEE 1.00 X 0 0 0 TIM MORRISON TRUSTEE 1.00 X 228 0 0 WESLEY PROUT TRUSTEE 1.00 X 0 0 0 JOHN DERAWAY TRUSTEE 1.00 X 0 0 0 JOSEPH LONGO TRUSTEE 1.00 X 396 0 0 624 0 0 false false false EMPLOYER CONTRIBUTIONS 525100 7362240 0 0 MEMBER CONTRIBUTIONS 525100 665606 0 0 8027846 321661 0 321661 5142803 5196116 -53313 -53313 -53313 0 0 PRESCRIPTION DRUG REBATES 525120 613339 613339 0 0 OTHER 525120 4 4 0 0 613343 8909537 8587876 0 321661 5874418 0 624 0 0 0 12929 0 0 0 335279 0 0 0 15171 0 0 0 8900 0 0 0 47711 0 0 0 75631 0 0 0 17741 0 0 0 843630 0 0 0 PCORI FEES 2687 0 0 0 COMBINED FUND EXP 13546 0 0 0 MISCELLANEOUS 14163 0 0 0 7262430 0 0 0 3080258 3680468 1273369 1079924 1357459 1338246 8890 9558 8546566 9846077 14266542 15954273 350675 564463 2479703 2873977 2830378 3438440 X 11436164 12515833 11436164 12515833 14266542 15954273 1647107 -567438 X false true X true false MEDICAL REIMBURSEMANT ACCOUNT 2873977 2873977 X 8368944 -567438 74556 -492882 8861826 47711 47711 8909537 7289275 74556 74556 7214719 47711 47711 7262430 Pt XI, Line 2d VARIOUS MEDICAL REIMBURSEMENTS. Pt XII, Line 2d VARIOUS MEDICAL REIMBURSEMENTS. Pt X, Line 2 The Organization has been classified as another-than private foundation and is tax-exempt under Section 501(c) 9 of Internal Revenue Code. However, as a result of the Plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded at March 31, 2023 for unrelated business taxable income. In addition, the Plan and the trust are required to operate inconformity with the IRC to maintain tax-exempt status of the trust. The plan administrator and the plan's tax counsel believe the plan is being operated in compliance with the applicable requirements of the IRC and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan 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 Internal Revenue Service. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to March 31, 2020. Pt XI, Line 4b INVESTMENT EXPENSES. Pt XII, Line 4b INVESTMENT EXPENSES. Pt VI, Line 11b FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AT THE MEETING PRIOR TO FILING. Pt VI, Line 12c ANNUAL DISCLOSURE STATEMENTS ARE PRESENTED TO ALL TRUSTEES. Pt VI, Line 19 ALL FORMS ARE AVAILABLE UPON REQUEST AT THE THIRD PARTY ADMINISTRATOR'S OFFICE.