2025-06-11T14:08:37-05:00 2024-07-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-08-01 526038498 NATIONAL ASBESTOS WORKERS MEDICAL FUND FUND BOARD OF TRUSTEES NATI 8886322887 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 RON PIERSOL TRUSTEE 8886322887 2025-06-11 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2025-06-11 X 2023 2025-03-06 01:10:19Z RON PIERSOL JR 2010 N W 150TH AVENUE PEMBROKE PINES FL 33028 141780785 0 X N/A X 1953 FL TO PROVIDE HEALTH AND WELFARE BENEFITS. 44 44 0 0 0 0 0 0 57468893 61146420 943165 1842971 5253693 4547900 63665751 67537291 0 0 63571484 60136684 0 0 0 0 0 4228920 4149919 67800404 64286603 -4134653 3250688 62863011 68773367 328913 1211490 62534098 67561877 PROVIDE MEDICAL BENEFITS TO MEMBERS OF THE NATIONAL ASBESTOS 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 3605 0 1 0 0 0 0 0 0 0 0 0 0 0 X 44 44 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 SAMUEL SCHULTZ UNION TRUSTEE LOCAL 15 2.00 40.00 X 0 218273 62335 DONALD STANLEY UNION TRUSTEE LOCALS 13, 6 2.00 40.00 X 0 220295 52431 MICHAEL HICKEY UNION TRUSTEE LOCAL 41 2.00 40.00 X 0 219109 52431 RICKY J JOHNSON UNION TRUSTEE LOCAL 28 2.00 40.00 X 0 218662 52431 ANDREW MILLER UNION TRUSTEE LOCAL 75 2.00 40.00 X 0 0 0 BO MODLIN UNION TRUSTEE LOCAL 74 2.00 40.00 X 0 0 0 BRIAN FINEGAN UNION TRUSTEE LOCAL 51 2.00 40.00 X 0 0 0 BRYAN MATT BERLIN UNION TRUSTEE LOCAL 86 2.00 40.00 X 0 0 0 CARL SCHULTZ EMPLOYER TRUSTEE LOCAL 18 2.00 40.00 X 0 0 0 CHARLES MARTIN UNION TRUSTEE LOCAL 27 2.00 40.00 X 0 0 0 CHARLIE WOODY UNION TRUSTEE LOCAL 46 2.00 40.00 X 0 0 0 DALE CULLUM UNION TRUSTEE LOCAL 92 2.00 40.00 X 0 0 0 DALYN ROSE UNION TRUSTEE LOCAL 41 2.00 40.00 X 0 0 0 DAN PATTERSON EMPLOYER TRUSTEE LOCALS 10 2.00 40.00 X 0 0 0 DANIEL HUNNICUTT UNION TRUSTEE LOCAL 96 2.00 40.00 X 0 0 0 DANIEL POTEET UNION TRUSTEE LOCAL 50 2.00 40.00 X 0 0 0 DAVID HEADRICK EMPLOYER TRUSTEE LOCAL 48 2.00 40.00 X 0 0 0 DURWARD FLEMING UNION TRUSTEE LOCAL 55 2.00 40.00 X 0 0 0 GLENN CROUSE EMPLOYER TRUSTEE LOCAL 46 2.00 40.00 X 0 0 0 JAMES DIERSING EMPLOYER TRUSTEE LOCAL 8 2.00 40.00 X 0 0 0 JAMES GRIBBINS EMPLOYER TRUSTEE LOCALS 27 2.00 40.00 X 0 0 0 JARED GOODSITE EMPLOYER TRUSTEE LOCAL 50 2.00 40.00 X 0 0 0 JASON SMITH UNION TRUSTEE LOCAL 18 2.00 40.00 X 0 0 0 JERAMY MCCOY UNION TRUSTEE LOCAL 10 2.00 40.00 X 0 0 0 JOE JOYNER UNION TRUSTEE LOCAL 90 2.00 40.00 X 0 0 0 JOEL HOBBS EMPLOYER TRUSTEE LOCAL 28 2.00 40.00 X 0 0 0 JOHN GRAY UNION TRUSTEE LOCAL 114 2.00 40.00 X 0 0 0 JOHN LAMBERTON EMPLOYER TRUSTEE AWLU 2.00 40.00 X 0 0 0 KENNETH GRADELESS EMPLOYER TRUSTEE LOCAL 75 2.00 40.00 X 0 0 0 KENNETH SLAVEN UNION TRUSTEE LOCAL 48 2.00 40.00 X 0 0 0 KENT KRUSE EMPLOYER TRUSTEE LOCAL 15 2.00 40.00 X 0 0 0 KHRIS SHIVELY UNION TRUSTEE LOCAL 45 2.00 40.00 X 0 0 0 LACY WOLF UNION TRUSTEE LOCAL 22 2.00 40.00 X 0 0 0 MATT CALDWELL EMPLOYER TRUSTEE LOCAL 72 2.00 40.00 X 0 0 0 MICHAEL HAYDEN EMPLOYER TRUSTEE LOCAL 51 2.00 40.00 X 0 0 0 MIKE O'CONNELL EMPLOYER TRUSTEE LOCAL 45 2.00 40.00 X 0 0 0 PAT PRINCE EMPLOYE TRUSTEE LOCAL 74 2.00 40.00 X 0 0 0 R DEAN BURROWS EMPLOYER TRUSTEE LOCAL 69 2.00 40.00 X 0 0 0 RICHARD CHAMBERLAIN UNION TRUSTEE LOCAL 73 2.00 40.00 X 0 0 0 ROBERT GREIN EMPLOYER TRUSTEE LOCAL 22 2.00 40.00 X 0 0 0 RODNEY HAMILTON EMPLOYER TRUSTEE LOCAL 41 2.00 40.00 X 0 0 0 ROGER BROWN UNION TRUSTEE LOCAL 94 2.00 40.00 X 0 0 0 RON PIERSOL JR UNION TRUSTEE LOCAL 80 2.00 40.00 X 0 98258 96321 RONALD GOOD EMPLOYER TRUSTEE LOCAL 90 2.00 40.00 X 0 0 0 STEPHEN HUSBANDS EMPLOYER TRUSTEE LOCAL 73 2.00 40.00 X 0 0 0 STEVE OVERBY UNION TRUSTEE LOCAL 69 2.00 40.00 X 0 0 0 STEVEN CARR UNION TRUSTEE LOCAL 37 2.00 40.00 X 0 0 0 TERRY BURKE UNION TRUSTEE LOCAL 8 2.00 40.00 X 0 0 0 TIM BLALOCK EMPLOYER TRUSTEE LOCAL 67, 2.00 40.00 X 0 0 0 TIM LEFTWICH EMPLOYER TRUSTEE LOCAL 94 2.00 40.00 X 0 0 0 TONY GREEN EMPLOYER TRUSTEE LOCAL 92 2.00 40.00 X 0 0 0 WALTER JOHNS EMPLOYER TRUSTEE LOCAL 13 2.00 40.00 X 0 0 0 WILLIAM CHURLY EMPLOYER TRUSTEE LOCAL 60 2.00 40.00 X 0 0 0 0 974597 315949 0 0 1 0 MARIETTA MEMORIAL HOSPITAL 401 MATTHEW ST MARIETTA OH 45750 CLAIMS PROCESSED 1127089 CHARLESTON AREA MEDICAL CENTER PO BOX 37178 BALTIMORE MD 21297 CLAIMS PROCESSED 1099522 IU HEALTH HOME CARE 2201 RELIABLE PKWY CHICAGO IL 60686 CLAIMS PROCESSED 942380 ASCENSION ST VINCENT EVANSVILL 5927 RELIABLE PKWY CHICAGO IL 60686 CLAIMS PROCESSED 906151 DEACONESS HOSPITAL 600 MARY ST EVANSVILLE IN 47710 CLAIMS PROCESSED 880282 64 EMPLOYER CONTRIBUTIONS 900099 53508817 53508817 PARTICIPANT CONTRIBUTIO 900099 7637603 7637603 61146420 1720685 1720685 74365780 74243494 122286 122286 122286 PRESCRIPTION REBATES 900099 4480064 4480064 SECURITIES LITIGATION 900099 4037 4037 63799 63799 4547900 67537291 65694320 0 1842971 60136684 1555560 268163 118779 293295 54696 193371 21924 87727 1228 415092 PPO FEES 1003220 BANK CHARGES 57840 DENTAL PREMIUM FEES 55147 PCORI FEES 23877 64286603 7828428 11041551 2795896 1638314 4825956 6328403 32808 31895 47379923 49733204 62863011 68773367 225301 1003926 103612 207564 328913 1211490 X 0 0 0 0 62534098 67561877 62534098 67561877 62863011 68773367 3250688 1777091 0 X X 0 1 X 1 0 0 DUE TO BROKER 207564 207564 X 69021087 1777091 1777091 67243996 293295 293295 67537291 63993308 0 63993308 293295 293295 64286603 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, 2024 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 DONALD STANLEY UNION TRUSTEE LOCALS 13, 6 0 220295 0 0 0 0 0 0 0 0 0 220295 0 0 MICHAEL HICKEY UNION TRUSTEE LOCAL 41 0 219109 0 0 0 0 0 0 0 0 0 219109 0 0 RICKY J JOHNSON UNION TRUSTEE LOCAL 28 0 218662 0 0 0 0 0 0 0 0 0 218662 0 0 SAMUEL SCHULTZ UNION TRUSTEE LOCAL 15 0 218273 0 0 0 0 0 0 0 0 0 218273 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 L ALL TEMP INSUL ALLIANCE SPECIALTIES INC ALLOYD ASBESTOS ABATEMENT ALLOYD INSULATION CO ALPHA MECHANICAL ALTO 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 ATLAS SPECIALTY INSULATION ATS WELDING INC AUSTIN INSULATION BARRACUDA MECHANICAL INSU BAYSIDE INSULATION BESTWAY ENERGY SERVICES BESTWAY ENVIRONMENTAL SERVICES BHI SPECIALTY SERVICES BI STATE INSULATION BLAND INSULATION COMPANY BONDY INSULATION BRAND SAFWAY IND BRANDON INSULATION BREEDING INSULATION CO BROCK INDUSTRIAL SERVICES BUDROVICH SPECIALTY GROUP BYROM'S THERMAL INSUL SYS CALDWELL INSULATION 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 COVERFLEX 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 ERG INC FARGO INSULATION CO FARWEST INSULATION CONTR FGH INSULATION CO FIT TIGHT COVERS INC FLUOR MAINTENANCE SERVICE FRONTIER INC GEM GROUP GEN INDUSTRIAL GROUP GEO V HAMILTON CONTRACTING LLC GEO V HAMILTON INC GLOBAL SCAFFOLD CONSTRUCT GRAHAM INDUSTRIAL MAINTENANCE INC GRIBBINS INSULATION COMPANY GULF COAST HAMILTON INSULATION INC HEADRICK INSULATION HUDSON BAY INSULATION HYATT INDUSTRIES IDAHO ENVIRONMENTAL COALITION INDUSTRIAL ENVIRONMENTAL INDUSTRIAL POWER SYSTEMS INSCO INSULATION MIDWEST INTERMOUNTAIN SPECIALTY CONTRACTING I-STAR ENERGY SOLUTIONS J & S INSULATION J AND R INSULATION JATC ASBESTOS WRKS LU 50 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 LOCAL 22 JATC LOUIS A ROSER COMPANY LOUISVILLE MECHANICAL SERVICES M & M INSULATION M & M MECHANICAL INSUL M & O INSULATION CO MACALJON MAGNUM MECHANICAL INSULATION MATHIAS FABRICATION MCABEE CONSTRUCTION INC MEREDITH INSULATION MICHIGAN MECHANICAL MIDLAND THERMAL INC MIDWEST INSULATION NATL ENVIRO CONTRACTING NELSON INSULATION CO NEWTRON INC NO SWEAT KC OHIO VALLEY INSUL PAE (APPLIED TECH DIVISION PARSONS SAVANNAH PAT'S INSULATION PCI ENERGY PEDERSEN INSULATION PEDESEN INS 1ST YR APPR PERFORMANCE ABATEMENT PERFORMANCE CONTRACTING PHILLIPS MECHANICAL INSULATION LLC PREMIER INSULATION PRIME INC PRIME INSULATION PRO INSULATION PRO METALS DBA PRO INSULA RAND INDUSTRIAL INSULATION RBM PRODUCTS LLC RELIABLE INSULATION RELIANCE INSULATION CO RIVAL INSULATION S & M MECHANICAL INSULATION SAVANNAH RIVER MISSION COMPLETION SAVANNAH RIVER NUCLEAR SO SKY USA SOUTHCO INSULATION SOUTHERN INSULATION SOUTHERN MECHANICAL INSUL SOUTHWEST SPECIALTY CONTR SPARTA INSULATION SPECIALTY CONTRACTING SERVICES STAPLES INSULATION INC STRUCTSURE SCAFFOLD SUPERIOR INDUSTRIAL INSUL SUPERIOR INSULATION OF FL THE EARLY CONSTRUCTION CO THE JAMAR COMPANY THERMAL DYNAMIX INSULATION THERMAL SOLUTIONS THERMAL SOLUTIONS OHIO THORNBURGH INSULATION TOLEDO MECHANICAL INSULAT TOVIN INSULATION CONCEPTS TRANSCO PRODUCTS TRIANGLE INSULATION TRU-FIT PRODUCTS LLC TURNER INDUSTRIES GROUP UNION TANK ERECTION INC UNITED MECHANICAL INSUL VENTECH INSULATION INC VMI VALLEY MECHANICAL INS VOLUNTEER METAL SYSTEMS VULCAN ENVIRONMENTAL SERV VULCAN INDUSTRIAL WALSH INSULATION SERVICES WARREN INSULATION WILLIAMS INSULATION WILLIAMS PLANT SERVICES WILLIAMS SPECIALTY SVCS WMC MECHANICAL WORLEY INDUSTRIAL SERVICES INC WRAP MASTERS INSULATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0