2026-01-14T11:13:57-08:00 2025-03-31 341638235 Yurchyk & Davis CPA's Inc 3701 Boardman-Canfield Rd 2 Canfield OH 44406 990 2024-04-01 346545105 HEALTH & WELFARE FUND OF THE LOCAL UNION #396 HEAL 3302700453 3660 STUTZ DRIVE CANFIELD OH 44406 J BRENT KELLEY TRUSTEE 3302700453 2026-01-14 true true DAVID A EYSTER CPA CMA P00031027 3305335000 2026-01-14 2024 2025-03-06 01:10:19Z HEALTH & WELFARE FUND OF THE LOCAL UNION #396 J BRENT KELLEY 3660 STUTZ DRIVE SUITE 101 CANFIELD OH 44406 14903818 false X N/A X 1962 OH TO PROVIDE HEALTH AND DEATH BENEFITS TO MEMBERS. 8 8 18 0 0 0 0 7266872 7075479 392946 524558 734415 843431 8394233 8443468 0 6703602 6976642 18653 15732 0 0 1238288 1308131 7960543 8300505 433690 142963 17028863 18019557 3411051 3918698 13617812 14100859 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 13 0 true 18 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 390 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 495 0 0 885 0 0 false false false EMPLOYER CONTRIBUTIONS 525100 6505349 0 0 MEMBER CONTRIBUTIONS 525100 570130 0 0 7075479 601795 0 601795 6383113 6460350 -77237 -77237 -77237 0 0 PRESCRIPTION DRUG REBATES 525120 831416 831416 0 0 OTHER 525120 12015 12015 0 0 843431 8443468 7841673 0 601795 6976642 0 885 0 0 0 14847 0 0 0 352084 0 0 0 20868 0 0 0 8900 0 0 0 65566 0 0 0 22846 0 0 0 11524 0 0 0 783070 0 0 0 PCORI FEES 3202 0 0 0 COMBINED FUND EXP 18092 0 0 0 MISCELLANEOUS 21979 0 0 0 8300505 0 0 0 2352570 2055919 1198173 387693 1043099 1153230 8338 46400 12426683 14376315 17028863 18019557 94608 152355 3316443 3766343 3411051 3918698 X 13617812 14100859 13617812 14100859 17028863 18019557 142963 340084 X false true X true false MEDICAL REIMBURSEMANT ACCOUNT 3766343 3766343 X 8754479 340084 36493 376577 8377902 65566 65566 8443468 8271432 36493 36493 8234939 65566 65566 8300505 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 Plans 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, 2025 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 plans 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. 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 ADMINISTRATORS OFFICE.