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Health & Welfare Fund » About the Fund

Fund Documents

Government Reports

The following annual reports are prepared each year and are filed with government regulatory agencies:

Department of Labor  5500 Report (Click here for the 2008 report)
Internal Revenue Service  990 Report (Click here for the 2008 report)
Summary Annual Report (Click here for the 2007report)

Trust Agreement

To view the Trust Agreement, click here.

Plan Document

To view the Plan Document, click here

Summary Plan Description (sample)

To view a sample Summary Plan Description, click here

Participation Agreement (sample)

To view a sample Participation Agreement, click here.

Fund Brochure

To view the Fund Brochure, click here.