TY 2021 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA,PA19103	BENEFIT CLAIMS ADMINISTRATION	2,116,050
HEALTH CARE SOLUTIONS CORP 14 MYSTIC LANE MALVERN,PA19355	BENEFIT CLAIMS AND ADMINISTRATION	831,016
EXPRESS SCRIPTS INCMEDCO HEALTH 100 PARSONS POND DRIVE FRANKLIN LAKES,NJ07417	BENEFIT CLAIMS ADMINISTRATION	694,797
BNY MELLON 500 GRANT STREET SUITE 151-0625 PITTSBURGH,PA15258	INVESTMENT MANAGEMENT	566,160
FOUNDRY PARTNERS 323 WASHINGTON AVE NORTH SUITE 36 MINNEAPOLIS,MN55401	INVESTMENT MANAGEMENT	494,646
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 14

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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

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES CARPENTERS' HEALTH &
WELFARE FUND OF PHILADELPHIA & VICINITY

Employer identification number

23-1574984

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) 2021

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) 2021

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	174,617,372	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	174,617,372

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,814,105
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) 2021

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	117,568,914
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-10,569,424
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	-10,569,424
3	Subtract line 2e from line 1..................			3	128,138,338
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	1,632,093
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	1,632,093
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	129,770,431

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	124,667,002
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	124,667,002
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	1,632,093
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	1,632,093
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	126,299,095

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:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

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

Attach to Form 990.
SchJMediumBullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES CARPENTERS' HEALTH &
WELFARE FUND OF PHILADELPHIA & VICINITY

Employer identification number

23-1574984

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) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1WILLIAM SPROULE LABOR TRUSTEE CO-CHAIR	(i) (ii)	0 ------------- 357,708	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 357,708	0 ------------- 0
2RICHARD KELLY LABOR TRUSTEE	(i) (ii)	0 ------------- 161,868	0 ------------- 0	0 ------------- 0	0 ------------- 69,105	0 ------------- 20,759	0 ------------- 251,732	0 ------------- 0
3ANTHONY ABRANTES LABOR TRUSTEE	(i) (ii)	0 ------------- 238,077	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 238,077	0 ------------- 0
4RAYMOND BRUGUERAS LABOR TRUSTEE (P)	(i) (ii)	0 ------------- 205,846	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 205,846	0 ------------- 0
5JAMES HOCKER LABOR TRUSTEE	(i) (ii)	0 ------------- 178,154	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 178,154	0 ------------- 0
6MICHAEL MORROW LABOR TRUSTEE	(i) (ii)	0 ------------- 160,311	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 160,311	0 ------------- 0

Schedule J (Form 990) 2021

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

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

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SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

BOARD OF TRUSTEES CARPENTERS' HEALTH &
WELFARE FUND OF PHILADELPHIA & VICINITY

Employer identification number

23-1574984

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE RETURN TO THE ASSISTANT COORDINATOR OF BENEFITS FOR INITIAL REVIEW. THE ASSISTANT COORDINATOR OF BENEFITS THEN PRESENTS THE FORM 990 TO THE BOARD OF TRUSTEES FOR SIGNATURE AND FILING.
FORM 990, PART VI, SECTION C, LINE 19	CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:	CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT PUBLIC ACCOUNTANT THAT PERFORMS THE AUDIT.
FORM 990, PART V, LINE 2A/2B:	CARPENTERS HEALTH AND WELFARE FUND OF PHILADELPHIA & VICINITY PAYS VACATION AND DISABILITY BENEFITS TO ELIGIBLE FUND PARTICIPANTS. FOR THE TAX PERIOD ENDING 12/31/2021 THE FUND ISSUED 7,567 FORMS W-2. THE FUND ALSO FILED ALL REQUIRED EMPLOYMENT TAX RETURNS.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

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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

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES CARPENTERS' HEALTH &
WELFARE FUND OF PHILADELPHIA & VICINITY

Employer identification number

23-1574984

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)CARPENTERS' PENSION AND ANNUITY FUND OF PHILADELPHIA AND VICINITY 1811 SPRING GARDEN STREET PHILADELPHIA,PA19130 23-1613018	PENSION FUND	PA	401(A)/501(A)				No
(2)CARPENTERS JOINT APPRECTICESHIP TRAINING FUND OF PHILADELPHIA & VICINITY 10401 DECATUR ROAD PHILADELPHIA,PA19154 23-1518467	EDUCATION AND TRAINING FUND	PA	501(C)(3)	170(B)(1)(A)(II)			No
(3)CARPENTERS SAVINGS PLAN OF PHILADELPHIA AND VICINITY 1811 SPRING GARDEN STREET PHILADELPHIA,PA19130 23-2508131	PENSION FUND	PA	401(A)/501(A)				No
(4)EASTERN ATLANTIC STATES REGIONAL COUNCIL OF CARPENTERS 650 RIDGE RD PITTSBURGH,PA15205 25-0849687	LABOR UNION	PA	501(C)(5)				No
(5)GENERAL BUILDING CONTRACTORS ASSOCIATION PO BOX 15959 PHILADELPHIA,PA19103 23-0847495	EMPLOYER ASSOCIATION	PA	501(C)(6)				No
(6)UBC EDUCATION FUND 6801 PLACID STREET LAS VEGAS,NV89119 52-6447063	TRAINING FUND	NV	501(C)(3)				No
(7)LEVEL CARE HEALTH CONSORTIUM 1811 SPRING GARDEN STREET PHILADELPHIA,PA19130 83-2819398	BUSINESS LEAGUE	PA	501(C)(6)				No
(8)NORTHEAST REGIONAL COUNCIL OF CARPENTERS FUNDS PLAZA II RARITAN CTR PO BOX 7818 EDISON,NJ08818 22-6032181	WELFARE BENEFIT FUND	NJ	501(C)(9)				No

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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

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) 3C DRILLING
(2) AJ BUILDERS INC
(3) AV WOODWORK CO INC
(4) ABBONIZIO C CONTRACTORS INC
(5) ACCESS COMPUTER FLOORS LLC
(6) ACE INTERIORS LLC
(7) ACME MARKETS INC
(8) ACOUSTICS PLUS INC
(9) ADDAX CONSTRUCTION COMPANY INC
(10) A-DECK INC
(11) ADIRONDACK SERVICES LLC
(12) ADVANCED COMMERCIAL INTERIORS
(13) ADVANCED CONSTRUCTION LLC
(14) ADVANTAGE INDUSTRIAL SYSTEMS
(15) AGA DRYWALL LLC
(16) AGATE CONSTRUCTION CO INC
(17) AGNES P INC
(18) AIM MECHANICAL SERVICES
(19) AIRPORT CONSTRUCTION SERVICES
(20) ALL AMERICAN EXT SOLUTIONS
(21) ALL WALLS & CEILINGS INC
(22) ALLIANCE STORE FIXTURES INC
(23) ALLIED POWER SERVICES LLC
(24) ALLSPEC CONSTRUCTION INC
(25) ALN CONSTRUCTION INC
(26) AMERICAN CONVENTION EXHIB SERV
(27) AMERICAN FLOOR SYSTEMS INC
(28) AMERICAN FLOORS INC
(29) AMERICAN FURNITURE INSTALLATIO
(30) AMERICAN INT CON AND BLINDS
(31) AMERICAN OVERHEAD DOOR
(32) AMERICAN PILE & FOUNDATION LLC
(33) ANDERSON CONSTRUCTION SERVICES
(34) ANDERSON JAMES J CONSTR CO
(35) AP CONSTRUCTION INC
(36) APACHE INDUSTRIAL UNITED
(37) APIAIMM PHILA INSTALLATIONS
(38) APPLIED CONSTR SERVICES LLC
(39) ARI PRODUCTS INC
(40) ARLINE LLC
(41) ARORA SYSTEMS GROUP LLC
(42) ARTISAN DISPLAY INC
(43) ASSOCIATED SPECIALTY CONTRACTG
(44) ATHENA CONTRACTING INC
(45) ATLANTIC PACIFIC FLOORING LLC
(46) ATLANTIC PLANT MAINTENANCE
(47) ATLANTIC SUBSEA INC
(48) BACHERT CONSTRUCTION
(49) BAI EXCAVATING
(50) BAMCO INC
(51) BCT WALLS AND CEILINGS INC
(52) BEDWELL COMPANY
(53) BEL-CON CONSTRUCTION INC
(54) BERKEL CO
(55) BETHEL CONSTRUCTION GROUP
(56) BFC LTD
(57) BIDDLE ANTHONY CONTRACTORS INC
(58) BIGELOW LLC
(59) BITTENBENDER CONSTRUCTION
(60) BLASZ CONSTRUCTION
(61) BLUE COLLAR BUILDERS
(62) BOCK CONSTRUCTION INC
(63) BOCK ERNEST SONS INC
(64) BOTTONI CONCRETE
(65) BOWEN INC
(66) BRAMSON HOUSE INC
(67) BRANDSAFWAY INDUSTRIES LLC
(68) BRANDYWINE INTERIORS
(69) BRIDG-IT FABRICATORS INC
(70) BRIGHTLINE CONSTRUCTION INC
(71) BROCK INDUSTRIAL SERVICES
(72) BROWN J M ASSOCIATES INC
(73) BRUNSWICK BOWLBILL
(74) BRX MASONRY & CONCRETE INC
(75) BRYN MAWR FLOORING
(76) BUCK CONSTRUCTION LLC
(77) BUCKLEY CO
(78) BUCKLEY RIGGING & ROOFING LLC
(79) BUILDERS INC
(80) BUTZ ALVIN H INC
(81) BVF CONSTRUCTION CO INC
(82) CH INDUSTRIAL SERVICES INC
(83) CALIBER 1 CONSTRUCTION
(84) CALVITTI JOHN CO
(85) CAMERON & ASSOC 8 HAGEN CONSTR
(86) CAMERON CONCRETE INC
(87) CANUSO JORDEN
(88) CAPITAL FLOORS LLC
(89) CARNEY THOMAS P INC
(90) CAROUSEL USA
(91) CARPENTERS HW FUND
(92) CARPENTERS JAC
(93) CARPENTERS SAVINGS PLAN - ROLL
(94) CARSON CONCRETE CORPORATION
(95) CARUSONE CONSTR INC
(96) CEILINGS INC
(97) CENTRAL JERSEY TRUCKING & RIGG
(98) CERTIFIED INSTALL SERVICES LLC
(99) CFM VR TESCO LLC
(100) CHASE FH INC
(101) CHELL CONSTRUCTION COMPANY
(102) CHOATES GENERAL CONTRACTING
(103) CIRCLE WALL COVERINGS
(104) CJ DRILLING INC
(105) CLASSIC FLOOR FINISHING INC
(106) CLEARKIN JAMES J INC
(107) CLEARWATER CONCRETE MASONRY
(108) CLEARWATER CONSTRUCTION
(109) CLEMENS CONSTR CO INC
(110) CLEVENGER INTERIORS LLC
(111) CM TOWERS INC
(112) CNM CONSTRUCTION
(113) COASTAL INSTALLATION LLC
(114) COLES MILL CONSTRUCTION INC
(115) COLONIAL MILLWORK & INSTLTNS
(116) COMMERCE CONSTRUCTION CORP
(117) COMPLETE SCAFFOLD INC
(118) COMPONENT ASSEMBLY SYSTEMS INC
(119) CONCRETE STRATEGIES LLC
(120) CONNSTRUCTION SERVICES LLC
(121) CONSTRUCTION SPECIALTIES INSTA
(122) CONTRACT CARPETS INC
(123) COPELAND SURVEYING INC
(124) CORNERSTONE DETENTION PRODUCTS
(125) CORRADO AMERICAN
(126) COSTANZO LR CO INC
(127) CPB INC DBA TRADE IMAGES
(128) CPR FURNITURE INSTALLATION LLC
(129) CRAFTSOURCE INC
(130) CRAMER M & ASSOCIATES
(131) CREAMER ENVIRONMENTAL INC
(132) CREAMER FLETCHER J SON INC
(133) CREATIVE FLOORING CONTRACTORS
(134) CREATIVE METAL CONTRACTORS INC
(135) CREATIVE SURFACES INC
(136) CUNNINGHAM MARIE ENT
(137) CUSTOM MILLWORK LLC
(138) CYMA CARPENTRY CO
(139) D JARMER FLOORING LLC
(140) DA COLLINS CONSTRUCTION CO
(141) DALE CONSTRUCTION CO INC
(142) DANDREA BROS CONCRETE CO INC
(143) DANGELO BROS INC
(144) DAVID M SCHMITT
(145) DC ELECTRIC INC
(146) DEGLER-WHITING INC
(147) DEGOL BROTHERS
(148) DELAWARE RIVER WATERFRONT CORP
(149) DELAWARE VLY OVERHEAD DOOR
(150) DELCON CONTRACTORS INC
(151) DELTABJDS INC
(152) DESAVINO & SONS INC
(153) DG SALES LLC
(154) DGI-MENARD INC
(155) DHH CONSTRUCTION INC
(156) DIMENSION WALL CEILING INC
(157) DOLENTE LOUIS SONS
(158) DOMUS ENTERPRISES INC
(159) DONNELLY EP INC
(160) DOUGHERTY JOHN J SONS INC
(161) DOVELIN ENTERPRISES
(162) DPR CONSTRUCTION A GNRL PARTNE
(163) DRISCOLL CONSTR CO INC
(164) DRISCOLL LF CO
(165) DRYDEN DIVING CO INC
(166) D'S OVERHEAD DOOR SERVICES
(167) DUFFY COMMERCIAL DIVING INC
(168) DUGAN JOSEPH INC
(169) DUGGAN MARCON INC
(170) DUPUY CONSTR SERVICES INC
(171) EA MECHANICAL SERVICES
(172) EK CONSTRUCTION LLC
(173) EAGLES STADIUM
(174) EASTERN SCAFFOLDING SHORING
(175) EBS MILLWORK INC
(176) ECONOMY DECORATORS INC
(177) EDA CONSTRUCTION CO
(178) ELLIOT-LEWIS CONVENTION SERVIC
(179) ELLIOTT LEWIS SPECIALTIES INC
(180) EM FLOORING LLC
(181) EMLYN CONSTRUCTION COMPANY INC
(182) ENERFAB INC
(183) ERICKSON C SONS INC
(184) EXCEL FLOORING OF TRI-STATE
(185) FACILITY SERVICES GROUP
(186) FASTRACK BUILDERS INC
(187) FIRST DAVIS CORP
(188) FIVE BROTHERS CONSTR CORP
(189) FIVE STAR BUILDERS INC
(190) FLATIRON BLDG CO INC
(191) FLATLINE CONSTRUCTION INC
(192) FLOORING SYSTEMS INC
(193) FLORKOWSKI TOM BUILDERS INC
(194) FLUOR MECHANICAL SERVICE
(195) FOSS COMPANY
(196) FOURTH DIMENSION DOOR CO
(197) FRED M SCHIAVONE CONSTR INC
(198) FROMKIN BROTHERS INC
(199) FURNETECH INC
(200) GO SERVICES
(201) GT ERECTORS LLC
(202) G2 INC
(203) GALAXIE CONSTRUCTION INC
(204) GALWAY DEVELOPMENT CORP
(205) GAROZZO SCIMECA CONSTR INC
(206) GENERAL EXPOSITIONS SERV INC
(207) GENTILE D CONCRETE
(208) GEORGE YOUNG MAMMOET
(209) GERACE CONSTRUCTION COMPANY
(210) GERMAN AMERICAN MARKETING INC
(211) GIFFIN INTERIOR FIXTURE CO
(212) GILBANE BUILDING CO
(213) GILLESPIE GROUP INC
(214) GINA MARIE REFRIGERATION
(215) GLEESON POWERS INC
(216) GLOBAL SPECTRUM
(217) GLOBAL WRAP ENVIRONMENTAL CONT
(218) GRABOYES COMMERCIAL WINDOW CO
(219) GRIDLOCK CEILINGS
(220) GROUND IMPROVEMENT SERVICES
(221) GROUND PENETRATION
(222) GUARDIAN ENVIR SERVICES CO IN
(223) GUIDI EP INC
(224) GYM TEK INC
(225) H&I CONSTRUCTION
(226) HAAS PETERS CONSTRUCTION GRP
(227) HADLEY EXHIBITS INC
(228) HAGEN CONSTRUCTION & DEVELOPME
(229) HAGEN CONSTRUCTION INC
(230) HAINES KIBBLEHOUSE INC
(231) HAMPSHIRE JOHN H INC
(232) HARDCOURTS COMMERCIAL FLOORING
(233) HARGROVE INC
(234) HARRAH'SCHESTER DOWNS
(235) HARRIS ENVIRONMENTAL SYSTEMS
(236) HAVERSTICK-BORTHWICK CO
(237) HAYWARD BAKER INC
(238) HEALTH SCIENCES CONSTRUCTION
(239) HEALY LONG JEVIN INC
(240) HEARTWOOD BLDG GROUP INC
(241) HECHT'S MACY'S
(242) HELBLING BROS INTERIORS
(243) HENDERSON CONSTRUCTORS INC
(244) HENKELS MCCOY INC
(245) HENRY ARTHUR INC
(246) HERITAGE FLOORING LLC
(247) HI TECH DATA FLOORS INC
(248) HI TECH FLOORING INC
(249) HK PANEL SYSTEMS
(250) HMS INTERIORS INC
(251) HOLLY-WOOD III CONSTRUCTION IN
(252) HOVERMILL BW CO INC
(253) HUNEKE ASSOCIATES
(254) HUNTER ROBERTS CONSTR GROUP
(255) HUTCHINSON CABINETS LLC
(256) HYDRO-MARINE CONSTR CO INC
(257) ICE INSTALLING COOLERS INC
(258) IDF INC
(259) INDEPENDENT CONTRACT FLOORING
(260) INDUSTRIAL MILLWRIGHTS
(261) INNOVATIVE BUILDING SERVICES
(262) INSTASPACE LLC
(263) INSULATION CONTRACTORS INC
(264) INTECH CONSTRUCTION INC
(265) INTEGRITY INSTALLATION INC
(266) INTEGRITY INTERIORS INC
(267) INTERIOR INSTALLATION LLC
(268) INTERIOR INSTLTN SERVICES INC
(269) INTER-STATE INSTALLATIONS LLC
(270) IPC LYDON LLC
(271) ISIGN
(272) J DYLAN CONCRETE
(273) JG ACOUSTICAL CO INC
(274) JM CARPENTRY BUILDERS INC
(275) JM INTERIORS INC
(276) J2 CONSTRUCTION SRVCS
(277) JAFCO INDUSTRIES LLC
(278) JAMES FLOOR CO
(279) JBT CORP
(280) JC WATSONS CONSTRUCTION INC
(281) JESSCO CONSTRUCTION INC
(282) JG CONTRACTING LLC
(283) JH KELLY
(284) JINGOLI JOSEPH SON INC
(285) JOHNSON BUILDERS LLC
(286) JONES M R LLC
(287) JPC GROUP INC
(288) JR PRISCO INC
(289) KATZIANER CONSTRUCTION CO INC
(290) KAY SONS DRAPERIES
(291) KEATING BUILDING CORPORATION
(292) KEATING DANIEL J COMPANY
(293) KELLER INDUSTRIAL INC
(294) KEWAUNEE SCIENTIFIC EQUIP
(295) KIEWIT INFRASTRUCTURE COMPANY
(296) KIMBALL CONSTRUCTION CO INC
(297) KIMO TILE & MARBLE LLC
(298) KIRK ERECTORS INC
(299) KJMK CONSTRUCTION INC
(300) KORESH JOHN INSTALLATIONS
(301) LABOR SERVICES MANAGEMENT CO
(302) LAKE GLENN ENTERPRISES INC
(303) LAMARRA FRANK R INC
(304) LAMBS MOBILE HOME SERVICE
(305) LC WHITFORD CO INC
(306) LEAKS CONSTRUCTION
(307) LEAR WEST INC
(308) LENICK CONSTRUCTION INC
(309) LIBERTY CONSHOR LLC
(310) LIBERTY DOOR SYSTEMS
(311) LIBERTY FLOORING
(312) LONG GUY C INC
(313) LORENZON BROS CO
(314) LUTTER T FRANK INC
(315) LVI ENVIRONMENTAL SERVICES INC
(316) M ABRAHAM FLOOR COVERING LLC
(317) MH CONSTRUCTION & DESIGN INC
(318) MADISON CONSTRUCTION CO
(319) MAGNUM INC
(320) MAHO CONSTRUCTION LLC
(321) MAN POWER CONTRACTOR
(322) MANDREL CONSTRUCTION CO INC
(323) MANN J-FINLEY R INC
(324) MARKELL CONSTRUCTION INC
(325) MAR-PAUL COMPANY INC
(326) MARTIGNETTI CONSTR CO INC
(327) MASON BUILDING GROUP THE
(328) MASSA CONSTRUCTION CORP
(329) MASSIMINO BLD CORP
(330) MATRIX NORTH AMERICA CONSTRUCT
(331) MAYES LLC
(332) MC BUILDERS LLC
(333) MCCARLS INC
(334) MCCROSSIN FOUNDATIONS LLC
(335) MCCROSSIN GM INC
(336) MCDONALD BUILDING CO
(337) MCILVAIN ALAN CO
(338) MCMANUS JOHN S INC
(339) MECO CONSTRUCTORS INC
(340) MEDICAL & INDUSTRIAL SHEILDING
(341) MEGA CONCRETE INC
(342) METAL STRUCTURES INC
(343) METRO DECORATORS INC
(344) METROPOLITAN CONTRACT CARPET
(345) MEYER CR SONS COMPANY
(346) MHS TECHNICAL SERVICES
(347) MID-ATLANTIC MARINE CONSTRUCTI
(348) MID-ATLANTIC TRAINING CENTER
(349) MIDLANTIC CONSTRUCTION LLC
(350) MIKE JENKINS INSTALLATION
(351) MILLER JD CONSTRUCTION INC
(352) ML RUBERTON CONSTR & SAFETY
(353) MODERNFOLD STYLES INC
(354) MOLLY CONST
(355) MORRISSEY JAMES D INC
(356) MOSER CUSTOM CONSTR LLC
(357) MOUNT CONSTRUCTION
(358) MR ROSE CONSTRUCTION INC
(359) MSM DESIGN LTD
(360) MTD CONSTRUCTION INC
(361) MTD LAND SURVEY
(362) MULTISCAPE TA AM SPRAYFOAM
(363) MURPHY QUIGLEY COMPANY INC
(364) MYERS WH CONST CO
(365) MYRA INSTALLATIONS INC
(366) NESHAMINY VLY MILLWORK
(367) NESMITH CO INC
(368) NEW YORK DISTRICT COUNCIL
(369) NEWPORT CONSTRSHAI DANIELS
(370) NEXUS PROPERTIES INC
(371) NEXXTSHOW EXPOSITION SERVICES
(372) NIC CONSTRUCTION LLC
(373) NICHOLSON CONSTRUCTION CO
(374) NICHOLSON CORPORATION
(375) NORTH ATLANTIC STATES (CONNECT
(376) NORTH EAST CONTRACTORS INC
(377) NORTH EASTERN HARDWOOD FLOORS
(378) NORTHEAST CARPENTERS APPRENTIC
(379) NORTHEAST INTERIOR SYSTEMS INC
(380) NORTHEAST REMSCO CONSTR INC
(381) NORTHERN MILLWORK DESIGNS INC
(382) NORTHWOOD CONST CO
(383) NOTTINGHAM CONSTRUCTION INC
(384) NTH DEGREE
(385) NURMINEN CONSTRUCTION CORP
(386) NYLEVE BRIDGE CORP
(387) OM MULTI-TRADE INC
(388) O'BARR CONSTRUCTION LLC
(389) OFFICE PARTITION INC
(390) OFFICE SOLUTION INSTALLATION D
(391) OLD CITY MILLWORK
(392) OLDE YANKEE INC
(393) ON SITE DRAPERY CLEANING INC
(394) ON THE LEVEL INSTALLATION
(395) ORION INTERIORS INC
(396) OSBORNE DAVE CONSTRUCTION
(397) PA FLY CONTRACTING
(398) PALA CONSTR CORP
(399) PANNULLA CONSTRUCTION CO INC
(400) PANZITTA ENTERPRISES INC
(401) PARSICON BUILDERS INC
(402) PATRIOT CONTRACT FLOORING
(403) PATRIOT ROOFING INC
(404) PAZULSKI CARPET TILE CO
(405) PDM CONSTRUCTORS LLC
(406) PEAK ACOUSTICAL LLC
(407) PENN ACOUSTICS INC
(408) PEOPLE'S & SONS LLC
(409) PERFORMANCE CONSTRUCTION SERV
(410) PERFORMANCE CONTRACTING INC
(411) PERRYMAN BUILDING & CONSTR
(412) PHILA CARPENTRY SYSTEMS LP
(413) PHILA CUSTOM MILLWORK LLC
(414) PHILA DM INC
(415) PHILA HOUSING AUTHORITY
(416) PHILA MUSEUM OF ART
(417) PHILA PARKBENSALEM PARK
(418) PIERSON RICHARD CONSTR CO
(419) PIETRINI B SONS
(420) PIETRINI CONTRACTORS INC
(421) PIO CONSTRUCTION INC
(422) PLANE WOODWORKS INC
(423) PLATINUM SPECIALTY SERVICES
(424) PLAYSAFE TURF TRACK LTD
(425) PLUMBLINE CONSTRUCTION INC
(426) PPL PARK GLOBAL SPECTRUM
(427) PRECISION DOOR CO INC
(428) PRECISION FURNITURE INSTALLATI
(429) PRECISION UNION INSTALLATIONS
(430) PRIDE ENTERPRISES INC
(431) PRIME INSTALLATIONS INC
(432) PRIORITY BUILDING GROUP
(433) PRIORITY SERVICES LLC DBA GUAR
(434) PROFESSIONAL FURNITURE SERVICE
(435) PROVINI E C COMPANY INC
(436) PRP SERVICES INC
(437) QUALITY FLOORING WORKROOM
(438) QUINN CONSTRUCTION INC
(439) R&D CREATIONS
(440) R&J INSTALLATIONS LLC DBA UPRI
(441) R BAKER & SONS ALL INUSTRIAL
(442) RR CEILINGS INC
(443) RADOMSKI FRANK V SONS INC
(444) RAISED COMPUTER FLOORS INC
(445) RAM JACK
(446) REDEVELOPMENT AUTH OF PHILA
(447) REIDER EDWARD INC
(448) RENAISSANCE MANAGEMENT INC
(449) RESOURCE NEW JERSEY
(450) RESTALL PAUL CO INC
(451) RICKBORN INDUSTRIAL SOLUTIONS
(452) RIFF GROUP
(453) RIGGS DISTLER CO INC
(454) RITTER CONTRACTING INC
(455) ROBERT MICHAELS & ASSOCIATES I
(456) ROCKPORT CONSTRUCTION CO INC
(457) RODMAN CONSTRUCTION CO INC
(458) ROE FABRICATORS INC
(459) ROLLOVER CSP
(460) RONIN CONSTRUCTION GROUP INC
(461) ROOBI INSTALLATIONS LLC
(462) ROSS-ARACO CO
(463) RP CONCRETE INC
(464) RUSS KELLY & ASSOCIATES
(465) RW DAKE CO INC
(466) RYCON CONSTRUCTION INC
(467) SABOSIK ME ASSOCIATES INC
(468) SAFE CONTRACTING
(469) SAFETY SCAFFOLDS LLC
(470) SAFWAY SERVICES INC
(471) SALERNO JA SONS INC
(472) SAMAP USA CORP
(473) SANTOS P CO INC
(474) SCHECK MECHANICAL CORPORATION
(475) SCHIAVONE CONST CO
(476) SCHNABEL FOUNDATION
(477) SCHULTZ WILMER R INC
(478) SCHWERTNER CH SON INC
(479) SCUNGIO BORST ASSOC LLC
(480) SDK ASSOCIATES LLC
(481) SEACOAST MECHANICAL LLC
(482) SEAMLESS FLOORING SYSTEMS INC
(483) SEAN ROBERT CONSTRUCTION CO
(484) SENECA CONSTR MGT INC
(485) SERAVALLI INC
(486) SET RITE CORP
(487) SETTELEN MJ CONSTRUCTION
(488) SEVENSON ENVIRONMENTAL SERVICE
(489) SHAFFERDESOUZABROWN
(490) SHAMROCK BUILDING SERVICES IN
(491) SHAMROCK INSTALLATIONS INC
(492) SHANNON PLASTERING DRYWALL
(493) SHARED SYSTEMS TECHNOLOGIES
(494) SHELLY FOUNDATIONS INC
(495) SHOEMAKER CONSTRUCTION CO
(496) SHORE BUILDING CONTRACTORS IN
(497) SHORELINE SPECIALTIES
(498) SIEMENS GENERATION SERVICES CO
(499) SIMPSON BROWN INC
(500) SITELINE INTERIOR CARPENTRY
(501) SKANSKA USA BUILDING INC
(502) SKEPTON CONST INC
(503) SLOAN COMPANY INC
(504) SMITH BUILDERS INC
(505) SMITH FLOORING INC
(506) SMITH MICHAEL D CARPET
(507) SOLID PLATFORMS INC
(508) SORDONI CONSTRUCTION SERVICES
(509) SOUTH STATE INC
(510) SPECIALIZED INSTALLATION GROUP
(511) SPECIALTY CONCRETE SERVICES L
(512) SPECIALTY INTERIOR CONSTR
(513) SPECIALTY SURFACESSPRINTURF
(514) SPECIALTY WOODWORK
(515) SPECTRUM LTD
(516) SPRING GARDEN CONST CO INCORP
(517) ST CLAIR CONSTRUCTION GROUP L
(518) STEELCRAFT BUILDERS
(519) STEELE WM & SONS CO
(520) STEPHEY AL CONTR BLDG
(521) STOKES EQUIPMENT CO
(522) STONE HILL CONTRACTING CO IN
(523) STOULIS STORE FIXTURE
(524) STRUCTURAL SERVICES INC
(525) SULLIVAN INC
(526) SUMMIT DRYWALL LLC
(527) SUPERIOR SCAFFOLD
(528) SUPREME CEILINGS INC
(529) SURFACE SPECIALIST
(530) T&L CONTRACT FLOORING INC
(531) TAB STOREFORCE INC
(532) TAD INSTALLATIONS INC
(533) TALLEY BROTHERS INC
(534) TARGET BLDG CONSTRUCTION
(535) TE CONSTRUCTION SERVICES LLC
(536) TEDCO INSULATION
(537) TERRY FOUNDATION INC
(538) THOMAS BUILDING GROUP INC
(539) THOMAS SJ CO INC
(540) TITAN INDUSTRIAL FLOORING LLC
(541) TORCON INC
(542) TORRADO CONSTR CO INC
(543) TOTAL PROJECT SOLUTIONS LLC
(544) TOWNE COUNTRY ROOFING INC
(545) TREGO INSTALLATIONS INC
(546) TREVOSE CONSTRUCTION INC
(547) TRI-J INSTALLERS INC
(548) TRI-STATE COMPUTER FLOORS INC
(549) TRI-STATE CONSTR INC
(550) TRI-TEX ENTERPRISES INC
(551) TRU-FIT FRAME DOOR
(552) TRUMBULL CORPORATION
(553) TURBINE PRO'S LLC
(554) TURNER CONSTR CO
(555) TUTOR PERINI CORPORATION
(556) UBC EDUCATION FUND
(557) ULIANO G CONTRACTING
(558) UNION COUNTY CONSTR GROUP
(559) UNION WHOLESALE CO
(560) UNIQUE SCAFFOLDING SYSTEM LLC
(561) UNISTRUT PHILA
(562) UNIVERSAL DEVELOPERS
(563) UNIVERSAL PLANT SERVICES
(564) UNLIMITED INNOVATIONS
(565) US FACILITIES INC
(566) VAL FLOORS INC
(567) VEE-JAY CEMENT CONTRACTING CO
(568) VERMONT STORE FIXTURE CORP
(569) VERTICAL ACCESS SOLUTIONS LLC
(570) VIGNEAUX CORP
(571) VISUAL COMMUNICATION INC
(572) VRH CONSTRUCTION CORP
(573) WW CONTRACTORS
(574) WADE RAY ASSOC CONSTR
(575) WALKER DIVING UNDERWATER CONSR
(576) WALSH CONSTR CO OF IL
(577) WALSH CONSTRUCTION COMPANY II
(578) WALTERS MARINE CONSTR INC
(579) WALTERS RA SON INC
(580) WARD T N COMPANY
(581) WARGO FLOORS INC
(582) WEEKS MARINE INC
(583) WELLCRAFT CONST CO INC
(584) WELLINGTON INSTALLATION
(585) WENGER TRAFFIC CORPORATION
(586) WE-R-CSC INC
(587) WHITE JJ INC
(588) WILKINSON INC
(589) WILLIAM WALTER CONSTRUCTION GR
(590) WINDOW REPAIR RESTORATION
(591) WINOLA CONSTRUCTION
(592) WOLFE-SCOTT ASSOCIATES
(593) WOODS CONSTRUCTION INC
(594) WYATT INCORPORATED

Schedule R (Form 990) 2021

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) ............................

Yes

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) ......................

Yes

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) .................

Yes

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

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

Yes

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
(1) CARPENTERS' PENSION AND ANNUITY FUND OF PHILADELPHIA AND VICINITY	O	3,307,905	FMV
(2) CARPENTERS' PENSION AND ANNUITY FUND OF PHILADELPHIA AND VICINITY	P	703,678	FMV
(3) EASTERN ATLNTIC STATES REGIONAL COUNCIL OF CARPENTERS	K	203,399	FMV
(4) NORTHEAST REGIONAL COUNCIL OF CARPENTERS FUNDS	Q	366,017	FMV
(5) LEVEL CARE HEALTH CONSORTIUM	M	129,366	FMV

Schedule R (Form 990) 2021

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) 2021

Page 5

Part VII

Supplemental Information

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

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY (THE PLAN) PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF METROPOLITAN REGIONAL COUNCIL OF PHILADELPHIA AND VICINITY OF THE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA WHICH REPRESENTS CARPENTERS EMPLOYED PRIMARILY IN SOUTHEASTERN PENNSYLVANIA.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	11
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2021 (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, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	116,170,963	118,817,372
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	17,209,340	7,450,058
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	340,419	3,503,001
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	133,720,722	129,770,431
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).....	106,775,502	120,284,373
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,582,898	2,900,046
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)....	2,868,587	3,114,676
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	112,226,987	126,299,095
19	Revenue less expenses. Subtract line 18 from line 12.......	21,493,735	3,471,336
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	507,387,795	502,024,693
21	Total liabilities (Part X, line 26).............	1,854,007	3,588,993
22	Net assets or fund balances. Subtract line 21 from line 20.....	505,533,788	498,435,700

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	THE PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, VISION, WEEKLY DISABILITY INCOME AND WORKERS' COMPENSATION, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT, AND VACATION BENEFITS. REFERENCE SHOULD BE MADE TO THE SUMMARY PLAN DESCRIPTION FOR SPECIFIC DETAILS ON ELIGIBILITY AND BENEFITS.

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

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) FRANK LUTTER...................................................................... MGMT TRUSTEE	2.00 .................	X	0	0	0
(2) JAMES R DAVIS...................................................................... MGMT TRUSTEE	2.00 .................	X	0	0	0
(3) PHILIP RADOMSKI...................................................................... MGMT TRUSTEE CO-CHAIR	2.00 .................	X	0	0	0
(4) JOSEPH CLEARKIN...................................................................... MGMT TRUSTEE	2.00 .................	X	0	0	0
(5) JACK HEALY...................................................................... MGMT TRUSTEE	2.00 .................	X	0	0	0
(6) MICHAEL MORROW...................................................................... LABOR TRUSTEE	2.00 ................. 60.00	X	0	160,311	0
(7) BENJAMIN J CONNORS...................................................................... MGMT TRUSTEE	2.00 .................	X	0	0	0
(8) WILLIAM SPROULE...................................................................... LABOR TRUSTEE CO-CHAIR	2.00 ................. 60.00	X	0	357,708	0
(9) RICHARD KELLY...................................................................... LABOR TRUSTEE	2.00 ................. 60.00	X	0	161,868	89,864
(10) JAMES HOCKER...................................................................... LABOR TRUSTEE	2.00 .................	X	0	178,154	0
(11) ANTHONY ABRANTES...................................................................... LABOR TRUSTEE	2.00 ................. 60.00	X	0	238,077	0
(12) RAYMOND BRUGUERAS...................................................................... LABOR TRUSTEE (P)	2.00 ................. 60.00	X	0	205,846	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	1,301,964	89,864

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	113,711,117	113,711,117
b	PARTICIPANT COBRA CONTRIBUTIONS	525100	5,106,255	5,106,255
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		118,817,372

3 Investment income (including dividends, interest, and othersimilar amounts) ......			11,185,673			11,185,673
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		342,533,943	7a
b	Less: cost or other basis and sales expenses		346,269,558	7b
c	Gain or (loss)		-3,735,615	7c
d	Net gain or (loss).........			-3,735,615			-3,735,615
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	COBRA PREIMIUM ASSISTANCE		900099	3,044,549	3,044,549
b	OTHER INCOME		900099	458,452			458,452
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,503,001
12	Total revenue. See instructions.....			129,770,431	121,861,921	0	7,908,510

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 .......	120,284,373
5	Compensation of current officers, directors, trustees, and key employees ...........
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........	1,222,227
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,073,054
9	Other employee benefits .......	487,576
10	Payroll taxes ...........	117,189
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	101,533
c	Accounting ...........	30,925
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,632,093
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	205,871
12	Advertising and promotion ....
13	Office expenses .......	380,133
14	Information technology ......	398,060
15	Royalties ..
16	Occupancy ...........	203,399
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	4,687
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	86,374
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	REGULATORY FEES AND TAX	36,186
b	ADMIN EXPENSE REIMB.	35,415
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	126,299,095
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).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		11,840,952	2	7,627,444
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		13,684,383	4	19,577,928
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) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		1,855,901	9	2,570,262
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 .		315,093,430	11	297,631,687
12	Investments—other securities. See Part IV, line 11 .....		164,913,129	12	174,617,372
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		507,387,795	16	502,024,693

17	Accounts payable and accrued expenses .....	1,099,579	17	774,888
18	Grants payable ...		18
19	Deferred revenue .........		19
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	754,428	25	2,814,105
26	Total liabilities. Add lines 17 through 25..	1,854,007	26	3,588,993

	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	505,533,788	31	498,435,700
32	Total net assets or fund balances ...........	505,533,788	32	498,435,700
33	Total liabilities and net assets/fund balances ........	507,387,795	33	502,024,693