TY 2020 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
12200 N AMBASSADOR DRIVE NO 326

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64163

D Employer identification number

36-6090694

E Telephone number

G Gross receipts $ 1,580,166,587

F Name and address of principal officer:
LORI JASPERSON
12200 N AMBASSADOR DRIVE NO 326
KANSAS CITY,MO64163

Tax-exempt status: 501(c)(3) 501(c) ( 9 ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.BNF-KC.COM

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1954

M State of legal domicile: MO

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND WELFARE BENEFITS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	230,555,638	177,681,267
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	41,698,901	59,730,674
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,902	5,361
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	272,257,441	237,417,302
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	218,975,532	197,761,165
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,373,969	1,461,203
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	8,226,489	8,491,937
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	228,575,990	207,714,305
19	Revenue less expenses. Subtract line 18 from line 12.......	43,681,451	29,702,997
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,149,045,769	1,150,310,490
21	Total liabilities (Part X, line 26).............	78,169,668	17,527,785
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,070,876,101	1,132,782,705

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2020)

Form 990 (2020)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: TO PROVIDE HEALTH AND WELFARE BENEFITS

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDE HEALTH AND WELFARE BENEFITS FOR 15,566 PARTICIPANTS AND THEIR DEPENDENTS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

Form 990 (2020)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

...................

11a

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

......................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....

Form 990 (2020)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

...........

Yes

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

.........................

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

28b

A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2020)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Form 990 (2020)

Page 6

Part VI

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Other officers or key employees of the organization ................

15b

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

TONYA PAVELAC-WALKER12200 N AMBASSADOR DRIVE SUITE 326 KANSAS CITY,MO64163 (913) 906-7497

Form 990 (2020)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) RONNIE TRAXLER...................................................................... MANAGEMENT TRUSTEE - CHAIR	1.42 ................. 40.00	X	X	0	0	0
(2) JOHN FULTZ...................................................................... SEE SCHEDULE O	0.81 ................. 40.00	X	X	0	0	0
(3) PATRICK GALLAGHER...................................................................... SEE SCHEDULE O	1.04 ................. 40.00	X	X	0	0	0
(4) SHELDON TRAXLER...................................................................... MANAGEMENT TRUSTEE-VICE CHAIRMAN	1.04 ................. 40.00	X	X	0	0	0
(5) J MICHAEL CARROLL...................................................................... MANAGEMENT TRUSTEE	1.54 ................. 40.00	X		0	0	0
(6) JOSEPH REYNOLDS...................................................................... MANAGEMENT TRUSTEE	0.73 ................. 40.00	X		0	0	0
(7) MARK KEFFELER...................................................................... SEE SCHEDULE O	0.65 ................. 40.00	X		0	0	0
(8) CLAY HERFORD...................................................................... SEE SCHEDULE O	0.65 ................. 40.00	X		0	0	0
(9) MICHAEL WEST...................................................................... SEE SCHEDULE O	0.81 ................. 40.00	X		0	0	0
(10) WILLIAM MULCONNERY...................................................................... SEE SCHEDULE O	1.31 ................. 40.00	X		0	0	0
(11) CHRISTOPHER O'NEILL...................................................................... SEE SCHEDULE O	1.69 ................. 40.00	X		0	0	0
(12) ANTHONY HOWELL...................................................................... SEE SCHEDULE O	0.65 ................. 40.00	X		0	0	0
(13) CRAIG BELFATTO...................................................................... MANAGEMENT TRUSTEE	0.58 ................. 40.00	X		0	0	0
(14) AARON LANDOLT...................................................................... MANAGEMENT TRUSTEE	0.65 ................. 40.00	X		0	0	0
(15) ED MCWHORTER III...................................................................... MANAGEMENT TRUSTEE	0.65 ................. 40.00	X		0	0	0
(16) JOHN VALVO...................................................................... MANAGEMENT TRUSTEE	0.65 ................. 40.00	X		0	0	0
(17) LORI JASPERSON...................................................................... CHIEF OPERATIONS OFFICER	23.30 ................. 46.70		X	103,228	199,058	125,623

Form 990 (2020)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MARIO RODRIQUEZ........................................................................ CHIEF INVESTMENT OFFICER	10.00 .......................40.00	X	80,976	254,137	89,351

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	184,204	453,195	214,974

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
CIGNA HEALTH AND LIFE INSURANCE COMPANY 900 COTTAGE GROVE RD BLOOMFIELD C BLOOMFIELD,CT06002	ADMINISTRATIVE SERVICES	7,091,369
WILSON-MCSHANE CORPORATION 12200 N AMBASSADOR DRIVE SUITE 400 KANSAS CITY,MO64163	MANAGEMENT SERVICES	2,295,151
NATIONAL INVESTMENT SERVICES 777 E WISCONSIN AVE SUITE 2350 MILWAUKEE,WI53202	INVESTMENT MANAGER	675,544
INVESCO CORE REAL ESTATE 1101 CALIFORNIA ST SUITE 475 KANSAS CITY,KS66101	INVESTMENT MANAGER	600,837
EXPRESS SCRIPTS PO BOX 52150 PHOENIX,AZ85072	ADMINISTRATIVE SERVICES	567,247
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 18

Form 990 (2020)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	525100	126,042,294	126,042,294
b	EMPLOYEE CONTRIBUTIONS	525100	42,684,775	42,684,775
c	PRESCRIPTION REBATES	525100	8,799,197	8,799,197
d	DELINQUENT EMPLOYER IN	525100	129,492	129,492
e	MEDICARE SUBSIDY	525100	25,509	25,509
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		177,681,267

3 Investment income (including dividends, interest, and othersimilar amounts) ......			20,745,362			20,745,362
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,381,734,597	7a
b	Less: cost or other basis and sales expenses		1,342,749,285	7b
c	Gain or (loss)		38,985,312	7c
d	Net gain or (loss).........			38,985,312			38,985,312
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS INCOME		525100	5,361			5,361
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			5,361
12	Total revenue. See instructions.....			237,417,302	177,681,267	0	59,736,035

Form 990 (2020)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	197,761,165
5	Compensation of current officers, directors, trustees, and key employees ...........	184,204
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	606,237
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	501,575
9	Other employee benefits .......	137,655
10	Payroll taxes ...........	31,532
11	Fees for services (non-employees):
a	Management ......	1,841,916
b	Legal .........	354,743
c	Accounting ...........	377,214
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	5,150,240
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	211,538
12	Advertising and promotion ....
13	Office expenses .......	307,853
14	Information technology ......	51,071
15	Royalties ..
16	Occupancy ...........	60,946
17	Travel ............	20,380
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	9,797
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	106,197
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	JOINT COMMITTEE ON ADMI	42
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	207,714,305
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2020)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........		1,799,590	1	902,293
2	Savings and temporary cash investments .........		74,539,628	2	52,156,322
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		9,488,973	4	8,817,412
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
			613,027	6	553,588
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		38,883	9	31,883
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		437,764,286	11	306,697,964
12	Investments—other securities. See Part IV, line 11 .....		607,481,112	12	776,445,397
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		17,320,271	15	4,705,631
16	Total assets. Add lines 1 through 15 (must equal line 33)...		1,149,045,769	16	1,150,310,490

17	Accounts payable and accrued expenses .....	1,227,524	17	1,932,208
18	Grants payable ...		18
19	Deferred revenue .........	5,599,575	19	5,326,667
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	71,342,569	25	10,268,910
26	Total liabilities. Add lines 17 through 25..	78,169,668	26	17,527,785

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	1,070,876,101	31	1,132,782,705
32	Total net assets or fund balances ...........	1,070,876,101	32	1,132,782,705
33	Total liabilities and net assets/fund balances ........	1,149,045,769	33	1,150,310,490

Form 990 (2020)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

237,417,302

Total expenses (must equal Part IX, column (A), line 25) ............

207,714,305

Revenue less expenses. Subtract line 2 from line 1 ..............

29,702,997

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

1,070,876,101

Net unrealized gains (losses) on investments ...............

32,203,607

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

1,132,782,705

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2020)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) LIMITED PARTNERSHIPS	181,422,772	F
(B) LIMITED LIABILITY COMPANIES	213,751,983	F
(C) 103-12 INVESTMENT ENTITIES	63,968,088	F
(D) COMMON COLLECTIVE TRUST	288,035,940	F
(E) CAYMAN ISLANDS EXEMPTED COMPANIES	29,266,614	F
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	776,445,397

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	10,268,910
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	264,470,669
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	32,203,607
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	32,203,607
3	Subtract line 2e from line 1..................			3	232,267,062
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	5,150,240
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	5,150,240
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	237,417,302

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	202,564,065
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	202,564,065
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	5,150,240
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	5,150,240
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	207,714,305

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED OCTOBER 27, 1977, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN 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 THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Return Reference

Explanation

PART X, LINE 2:

THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED OCTOBER 27, 1977, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN 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 THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN			INVESTMENT IN CAYMAN ISLAND EXEMPTED COMPANIES	29,266,614
















3a	Sub-total ....	0	0		29,266,614
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		29,266,614

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART III ACCOUNTING METHOD:

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LORI JASPERSON CHIEF OPERATIONS OFFICER	(i) (ii)	99,525 ------------- 193,196	0 ------------- 0	3,703 ------------- 5,862	40,021 ------------- 77,688	2,691 ------------- 5,223	145,940 ------------- 281,969	0 ------------- 0
2MARIO RODRIQUEZ CHIEF INVESTMENT OFFICER	(i) (ii)	59,520 ------------- 188,480	0 ------------- 0	21,456 ------------- 65,657	19,545 ------------- 61,892	1,899 ------------- 6,015	102,420 ------------- 322,044	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Schedule J (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	3,085	3,085	Yes		Yes			No
(2) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	27,618	27,618	Yes		Yes			No
(3) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	85,133	85,133	Yes		Yes			No
(4) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	8,645	8,645	Yes		Yes			No
(5) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	37,876	37,876	Yes		Yes			No
(6) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	119,416	119,416	Yes		Yes			No
(7) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	16,193	16,193	Yes		Yes		Yes
(8) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	1,573	1,573	Yes		Yes			No
(9) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	8,896	8,896	Yes		Yes			No
(10) SUBSTANTIAL CONTRIBUTOR	CONTRIBUTOR	DELINQUENT CONTRIBUTIONS		X	245,153	245,153	Yes		Yes		Yes
Total ............... $						553,588

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD IS APPOINTED BY THE BARGAINING ORGANIZATIONS, 50% BY THE EMPLOYERS AND 50% BY THE UNION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE RETURN IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT FOR REVIEW BEFORE BEING PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION DOES REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE ORGANIZATION. THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE PLAN AND TRUST DOCUMENTS AND SUMMARY ANNUAL REPORT ARE ON THE WEBSITE AND AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A	THE FOLLOWING TRUSTEES ARE COMPENSATED BY A NON-PROFIT RELATED ORGANIZATION AND COMPENSATION INFORMATION WILL BE MADE AVAILABLE UPON REQUEST. JOHN T. FULTZ, UNION TRUSTEE - SECRETARY PATRICK M. GALLAGHER, UNION TRUSTEE - ASST. SECRETARY MARK KEFFELER, UNION TRUSTEE CLAY HERFORD, UNION TRUSTEE MICHAEL WEST, UNION TRUSTEE WILLIAM MULCONNERY, UNION TRUSTEE CHRISTOPHER O'NEILL, UNION TRUSTEE ANTHONY HOWELL, UNION TRUSTEE
FORM 990, PART XII, LINE 2C	THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)BOILERMAKERS LOCAL 1
(2)SOUTHEAST DISTRICT LODGE 3
(3)BOILERMAKERS L 4 NAVAJO NATION
(4)BOILERMAKERS LOCAL 5
(5)BOILERMAKERS LOCAL 11
(6)BOILERMAKERS LOCAL 13
(7)BOILERMAKERS LOCAL 26
(8)BOILERMAKERS LOCAL 27
(9)BOILERMAKERS LOCAL 28
(10)BOILERMAKERS LOCAL 29
(11)BOILERMAKERS LOCAL 40
(12)BOILERMAKERS LOCAL 45
(13)BOILERMAKERS DISTRICT 57
(14)BOILERMAKERS LOCAL 60
(15)BOILERMAKERS LOCAL 83
(16)BOILERMAKERS LOCAL 85
(17)BOILERMAKERS LOCAL 92
(18)BOILERMAKERS LOCAL 101
(19)BOILERMAKERS LOCAL 105
(20)BOILERMAKERS LOCAL 107
(21)BOILERMAKERS LOCAL 108
(22)BOILERMAKERS LOCAL 154
(23)BOILERMAKERS LOCAL 169
(24)BOILERMAKERS LOCAL 237
(25)BOILERMAKERS LOCAL 242
(26)BOILERMAKERS LOCAL 363
(27)BOILERMAKERS LOCAL 374
(28)BOILERMAKERS LOCAL 433
(29)BOILERMAKER LOCAL 455
(30)BOILERMAKERS LOCAL 502
(31)BOILERMAKERS LOCAL 549
(32)BOILERMAKERS LOCAL 627
(33)BOILERMAKERS LOCAL 647
(34)BOILERMAKERS LOCAL 667
(35)BOILERMAKERS LOCAL 693
(36)BOILERMAKERS LOCAL 744
(37)LOCAL 1 T&E FUND
(38)LOCAL 107 DEVELOP & TRAINING
(39)WESTERN STATES JAC
(40)BM L 549 APPR & TRAIN FUND
(41)L374 DEVELOP AND TRAINING FUND
(42)LOCAL 85 JOINT TRAINING & EDUC
(43)GREAT LAKES AREA APPR FUND
(44)LONE STAR DISTRICT LODGE
(45)BOILERMAKERS DISTRICT 5
(46)SOUTHEASTERN AREA JNT APPR COM
(47)LOCAL 647 DEV & TRAINING FUND
(48)NORTHEASTERN AREA APPR FUND
(49)BNAP ADMINISTRATIVE
(50)CITY OF LOS ANGELES
(51)MOST
(52)BOILERMAKER - BLACKSMITH NATIONAL PENSION TRUST 12200 N AMBASSADOR DRIVE SUITE 326 KANSAS,MO64163 48-6168020	PENSION BENEFITS	MO	401(A)				No
(53)BOILERMAKERS NATIONAL ANNUITY TRUST 12200 N AMBASSADOR DRIVE SUITE 326 KANSAS,MO64163 48-1029345	DEFINED CONTRIBUTION BENEFITS	MO	401(A)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) ATI SERVICES LLC
(2) ADIRONDACK MECH SERVICES LLC
(3) ADVANCED PROJECT CONTROLS
(4) ALLOY CLADDING COMPANY LLC
(5) ARCH FABRICATING LLC
(6) BEC SERVICE LLC
(7) CONSTRUCTION & TURNAROUND SERV
(8) FRESH MEADOW POWER LLC
(9) FRESH MEADOW POWER NE LLC
(10) GREAT ARROW BUILDERS
(11) GIBRALTAR CHIMNEY INT'L
(12) GRACON LLC
(13) HAYES MECHANICAL
(14) ICON MECHANICAL CONST & ENG
(15) JH KELLY LLC
(16) LUCKY MECHANICAL LLC
(17) PALMER CONTRACTORS LLC
(18) PLIBRICO COMPANY LLC
(19) SOUTHERN ILLINOIS BOILER
(20) STAR MECHANICAL CONTRACTORS
(21) STERLING BOILER & MECH LLC
(22) UNITED TECHNICAL SERVICES LLC
(23) VULCAN IND CONTRACTORS CO LLC
(24) WASTE TREATMENT COMPLETION CO
(25) AZZ WSI LLC
(26) BOILEROOM FABRICATION LLC
(27) GUBMK
(28) NORMINN INDUSTRIAL LLC
(29) TURNER INDUSTRIAL MAINTENANCE

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) BOILERMAKERS LOCAL 454
(2) AECON TECHNICAL SERVICES INC
(3) AECOM INDUSTRIAL MAINTENANCE
(4) ALBERICI CONSTRUCTORS
(5) ALLIANCE CONSTRUCTORS
(6) ALLIED POWER SERVICES LLC
(7) ARB INC
(8) ATLANTIC PLANT MAINTENANCE
(9) ATLAS BOILER & WELDING CO
(10) T BAILEY INC
(11) GD BARRI & ASSOCIATES INC
(12) 3B SERVICES INC
(13) BRAHMA INDUSTRIAL SERVICES INC
(14) CALIFORNIA SPECTRA INSTR
(15) CHATTANOOGA BOILER & TANK
(16) CHERNE CONTRACTING CORP
(17) CBI SERVICES LLC
(18) CHUGACH FEDERAL SOLUTIONS
(19) CH MURPHY CLARK ULLMAN INC
(20) APCOMPOWER INC
(21) COMMON ARC CORPORATION
(22) COMMONWEALTH CONSTRUCTORS INC
(23) CONTRACTORS CARGO CO
(24) CRUISE BOILER & REPAIR CO INC
(25) DKM CONSTRUCTION INC
(26) DAVIS PICKERING & COMPANY INC
(27) DELTA NOOTER INC
(28) DETROIT BOILER COMPANY
(29) ERSHIGS INC
(30) FLUOR MAINTENANCE SERVICES
(31) GRP WEGMAN COMPANY
(32) GEM INDUSTRIAL INC
(33) GRAE CON PROCESS PIPING
(34) GREAT LAKES POWER INC
(35) HAMON CUSTODIS INC
(36) HENKELS & MC COY INC
(37) HUDSON BOILER & TANK CO
(38) HRI INC
(39) IC CONTRACTORS INC
(40) INDUSTRIAL POWER SYSTEMS INC
(41) INDUSTRIAL CONTRACTORS SKANSKA
(42) ICC COMMONWEALTH CORPORATION
(43) JACOBS BOILER & MECH IND INC
(44) JOHNSON CONTRACTORS INC
(45) K&E FABRICATING CO INC
(46) KELLEY STEEL ERECTORS INC
(47) KERFORD LIMESTONE CO
(48) KIEWIT POWER CONSTRUCTORS CO
(49) KIRK & BLUM MFG CO
(50) LARKIN ENTERPRISES INC
(51) FRANK LILL & SON INC
(52) LINTEC CORPORATION
(53) LIPPERT MECHANICAL SERVICE
(54) MAMMOET USA NORTH INC
(55) MAMMOET NORTHERN USA INC
(56) MCCARLS INC
(57) MATRIX NAC
(58) MECHANICAL TECHNOLOGIES INC
(59) MECHANICAL SYSTEM SERVICES LLC
(60) CR MEYER AND SONS COMPANY
(61) MOLLENBERG BETZ INC
(62) MUELLER FIELD OPERATIONS INC
(63) NAES POWER CONTRACTORS PMR DIV
(64) NAES POWER CONTRACTORS ABC DIV
(65) NBW INC
(66) CORVAL CONSTRUCTORS INC
(67) NOOTER CONSTRUCTION CO
(68) XCEL ENERGY (NSP - MN)
(69) NEWPORT NEWS SHIPBUILDING
(70) OWENS & PRIDGEN INC
(71) PERFORMANCE MECHANICAL INC
(72) POWER & COMBUSTION CO
(73) PURVIS & FOSTER INC
(74) RMF NOOTER INC
(75) RAGAN MECHANICAL INC
(76) REGIS MAINTENANCE CONTRACTORS
(77) RIGGS DISTLER & CO
(78) THE SMEDLEY COMPANY
(79) SIEMENS GENERATION SERVICES CO
(80) SOUTH SIDE WLDG & BLR WORKS
(81) STEVENS ENGINEERS & CONSTRUCT
(82) F M SYLVAN INC
(83) SISTERSVILLE TANK WORKS INC
(84) JT THORPE & SON INC
(85) TJM METAL INDUSTRIES INC
(86) TROY BOILER WORKS INC
(87) TRSC INC
(88) UST TESTING SERVICES INC
(89) W&K WLDG & TANK ERECT INC
(90) AECOM ENERGY & CONSTRUCTION
(91) WITHERUP CONSTRUCTION CO INC
(92) WALTER N YODER & SONS INC
(93) AMEX NOOTER LLC
(94) BARTON MALOW COMPANY
(95) BRANDSAFWAY INDUSTRIES LLC
(96) CP ENVIRONMENTAL LLC
(97) CALCULATED CONTROLS
(98) IPC LYDON
(99) INDUSTRIAL SERVICES INC
(100) WORLEY INDUSTRIAL SERVICES INC
(101) MADISON INDUSTR SERVICES TEAM
(102) MORSEY CONSTRUCTORS LLC
(103) PCI ENERGY SERVICES LLC
(104) PROFESSIONAL CONSTR SERV LLC
(105) ROCKFORD CORPORATION
(106) SAVANNAH RIVER NUCLEAR SOLUT
(107) SPECIALTY WELD & TURNAROUNDS
(108) STANTON MECHANICAL INC
(109) BRANDSAFWAY SERVICES LLC
(110) TURBINEPROS LLC
(111) BROCK INDUSTRIAL SERVICES LLC
(112) BHI ENERGY SPECIALTY SERV
(113) WESTERN COMBUSTION LLC
(114) WILLIAMS SPECIALTY SERV LLC
(115) WILLIAMS PLANT SERV GROUP LLC
(116) AP&F CONSTRUCTION
(117) ADVANCED FIELD SERVICES
(118) ADVANTAGE INDUSTRIAL SYS LLC
(119) ARTCO FABRICATING USA LLC
(120) BABCOCK & WILCOX CONST CO INC
(121) BOILERWORKS INC
(122) DEEP SOUTH CRANE & RIGGING LLC
(123) WB FOSSON & SONS
(124) GULF COAST IND MAINT LLC
(125) HOLLY CONSTRUCTION CO INC
(126) J&J GENERAL MAINTENANCE INC
(127) LIQUIDMETAL COATING SOLUTIONS
(128) NATIONAL STEEL CITY LLC
(129) OMI INDUSTRIAL SERVICES LLC
(130) PETROLEUM TECH SERVICES
(131) POWER TECH SERVICES LLC
(132) PULLMAN POWER LLC
(133) RL TRAXLER & ASSOCIATES LLC
(134) HI TECH WELD OVERLAY GROUP LLC
(135) SBS CONSTRUCTORS INC
(136) SCM SOLUTIONS LLC
(137) SRL SERVICES LLC
(138) APTIM SERVICES LLC
(139) JJ WHITE INC
(140) ALPHA MECHANICAL SERVICE INC
(141) A&B WELDING & CONSTR INC
(142) ALB INC
(143) AMERICAN BOILER TANK & WLDG
(144) ANCHOR MECHANICAL INC
(145) ANDEE BOILER & WELDING CO
(146) APOLLO MECHANICALSHEET METAL
(147) API INC
(148) ASHTON AND COMPANY INC
(149) ACMS GROUP INC
(150) AVALOTIS CORPORATION
(151) AZCO INC
(152) BAY CITY BOILER & ENGR CO INC
(153) BARNARD OF NEVADA INC
(154) BOILERMATIC WELDING INDUST INC
(155) BOLDT COMPANY
(156) BOWEN ENGINEERING CORP
(157) INSTEEL LLC
(158) BRADLEY SCIOCCHETTI INC
(159) BRAGG CRANE & RIGGING CO
(160) BRAYCO INC
(161) BURNN BOILER & MECHANICAL INC
(162) CADY AQUASTORE INC
(163) CENTRAL MAINTENANCE & WLDG
(164) CHAMPION PAINTING SPEC SERVICE
(165) CHAPMAN CORPORATION
(166) CHESTER POOL SYSTEMS INC
(167) CLEVELAND ELECTRIC COMPANY
(168) COMMERCIAL CONSTRUCTION INC
(169) CONSOLIDATED MECHANICAL INC
(170) CONTINENTAL STEEL TANK CO INC
(171) CORE MECHANICAL INC
(172) DETROIT METRO MECHANICAL INC
(173) DDJ CONSTRUCTION WELDING INC
(174) EARLY CONSTRUCTION CO
(175) EAST COAST WLDG & CONSTR CO
(176) EDWARDS ENGINEERING
(177) EGAN COMPANY
(178) ELECTRICAL ENERGY SERV INC
(179) ENERFAB POWER & INDUSTRIAL INC
(180) F&B STEEL ERECTORS INC
(181) FEWER BOILER INC
(182) FISHER TANK CO
(183) FOREST CITY ERECTORS INC
(184) FREITAG WEINHARDT INC
(185) WW GAY MECHANICAL CONTRACTOR
(186) GEMMA POWER SYSTEMS LLC
(187) GILLESPIE & POWERS INC
(188) GLASROCK PRODUCTS INC
(189) GLOBAL SCAFFOLD CONSTR SVCS
(190) GRAYCOR IND CONSTRUCTORS
(191) GRIBBINS INSULATION COMPANY
(192) WO GRUBB STEEL ERECTION INC
(193) HARDER MECHANICAL CONTR INC
(194) HENSON ROBINSON COMPANY
(195) HOHL INDUSTRIAL SERVICES INC
(196) INDEPENDENT MECHANICAL IND
(197) JAFFA CONSTRUCTION INC
(198) JAMAR COMPANY
(199) JENESIS INDUSTRIAL GROUP INC
(200) JERSEY TANK FABRICATORS INC
(201) KENNEDY TANK & MFG CO INC
(202) KEY WEST METAL INDUSTRIES
(203) LAKEHEAD CONSTRUCTORS INC
(204) LINCOLN MANUFACTURING INC
(205) LOCKE AMI LLC
(206) LYNN LEFEVRE WELDING
(207) M&M WELDING AND FABR INC
(208) MC INDUSTRIAL INC
(209) MCABEE CONSTRUCTION INC
(210) MCGRAWKOKOSING
(211) MILETTA BROTHERS INC
(212) MI DE CON INC
(213) MID AMERICAN GUNITE
(214) MID MOUNTAIN BOILER & STEAM IN
(215) MILLCO MECHANICAL INC
(216) MILLER INDUSTR SERV TEAMS INC
(217) MILLER MECHANICAL SERVICES
(218) MONARCH WELDING & ENG INC
(219) MOORHEAD MACHINERY & BOILER CO
(220) MORRISON CONSTRUCTION CO
(221) MUNROE INC
(222) MURPHY COMPANY
(223) MVN ASSOCIATES
(224) DAY & ZIMMERMANN
(225) NATIONAL FILTER MEDIA
(226) NEW AGE FASTENING SYSTEMS INC
(227) NOLAN BOILER & TANK SERV
(228) NORTHERN HORIZONS SOLWAY INC
(229) NB PROCESSING
(230) OCONNOR CORPORATION
(231) ORBIS INC
(232) OTONE MECHANICAL CONSTRUCTION
(233) PACIFIC TANK & CONSTRUCTION
(234) PBBS EQUIPMENT CORPORATION
(235) BMWC CONSTRUCTORS INC
(236) PIONEER PIPE INC
(237) PIPING & EQUIPMENT CO INC
(238) PLANT SERVICES GROUP INC
(239) POPHAM MECHANICAL CONTRACTORS
(240) POWER MECHANICAL SERVICES INC
(241) POWER SOURCE SERVICES INC
(242) PROJECTILE TUBE CLEANING INC
(243) RCR SERVICES INC
(244) RECO CONSTRUCTORS INC
(245) PROJECT CONTROL SERVICES
(246) R W LAPINE INC
(247) SCHECK MECHANICAL CORPORATION
(248) BLUE PEAKS INDUSTRIAL LLC
(249) SIMAKAS COMPANY INC
(250) SONGER SERVICES INC
(251) STACK BROTHERS
(252) THE NEW GENERATION (TNG)
(253) TECHNICAL ERECTORS INC
(254) TRI RIVERS WELDING INC
(255) TWIN WIRE ARC INC
(256) UNION TANK ERECTION INC
(257) UNITED CONSTRUCTION CO INC
(258) US TANK & MECHANICAL SERVICES
(259) WELDTECH SERVICES INC
(260) WESTERN BLOW PIPE CO
(261) WILTSIE CONSTRUCTION CO INC
(262) WINBCO TANK COMPANY
(263) WRIGLEY MECHANICAL INC

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference

Explanation

RELATED ORGANIZATIONS THAT NO TAX CLASSIFICATION WAS GIVEN FOR:

ACCO ENGINEERED SYSTEMS AECOM POWER E&C INC. AIRCO POWER SERVICES INC AMERICAN COMBUSTION SERV INC AMERICAN TANK & VESSELS INC AMS MECHANICAL SYSTEMS INC ASSOCIATED TANK CONSTRUCTORS BADGER LABOR SERVICES LLC BAY SHIPBUILDING CORP COMPLETE MECHANICAL PIPING COMPREHENSIVE CONSTR SOLUTIONS DUTCHESS COUNTY CONSTRUCTORS EASCO BOILER CORP FLUOR CONSTRUCTORS INTL INC GIVOO J CONSULTANTS INC HELFRICH BROS BOILER WORKS INC INTERNATIONAL SHEET METAL IRONWORKS INC JETT INDUSTRIES MECHANICAL ADVANTAGE CONST ME&I CONSTRUCTION SERV INC MILCO NATIONAL CONSTRUCTORS MINNOTTE CONTRACTING D&Z NPT WELDING LLC PREFERRED MAINTENANCE & CONST QA SUPPORT LP RICHMOND COUNTY CONSTRUCTORS ROGER & SONS CONSTRUCTION INC SAVANNAH RIVER REMEDIATION SCHULTZ INDUSTRIAL SERV INC SPECIAL INSTALLATIONS INC SULZER TOWER FIELD SERVICE CA TREVIICOS NICHOLSON JT VENTURE UPS INDUSTRIAL SERVICES OF CA WELLSVILLE CONSTRUCTION CO LLC

RELATED ORGANIZATION AS AN INDIVIDUAL OR SOLE PROPRIETOR:

CRAWFORD BOILER & ENGINEERING MINNOTTE CONTR & ERECT CORP TITAN CONSTRUCTION LLC

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No