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LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND (EIN 36-2392752)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-06
IRS object ID
202641269349301224
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T09:38:17-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 W MONROE STREET SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362392752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL NO 731 I B OF T HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name Control731HBusinessNameControlTxt
Phone6308874150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PKWYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LISNERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6308874150PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN LEGGEROPreparerPersonNm
PTINP01357710PTIN
Phone3126550037PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerJOHN LISNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PKWYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$89,265,648GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$74,039,668PYProgramServiceRevenueAmt
CY Program Service Revenue$74,938,274CYProgramServiceRevenueAmt
PY Investment Income$1,351,793PYInvestmentIncomeAmt
CY Investment Income$1,796,488CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$305,099CYOtherRevenueAmt
PY Total Revenue$75,391,461PYTotalRevenueAmt
CY Total Revenue$77,039,861CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$71,689,341PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$80,824,311CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,695,242PYOtherExpensesAmt
CY Other Expenses$3,041,776CYOtherExpensesAmt
PY Total Expenses$74,384,583PYTotalExpensesAmt
CY Total Expenses$83,866,087CYTotalExpensesAmt
PY Revenues Less Expenses$1,006,878PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,826,226CYRevenuesLessExpensesAmt
Total Assets BOY$120,398,699TotalAssetsBOYAmt
Total Assets EOY$125,221,309TotalAssetsEOYAmt
Total Liabilities BOY$6,697,635TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,409,390TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$113,701,064NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,811,919NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document154IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN LISNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6308874150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PKWYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN LISNER
TRUSTEE0.5040.00Yes (X)$0$320,976$64,351
THOMAS YONKER
TRUSTEE0.50Yes (X)$0$0$0
STEVE VOGRIN
TRUSTEE0.50Yes (X)$0$0$0
DALE BOLT
TRUSTEE0.5040.00Yes (X)$0$261,813$64,351
JAMES BUIK
TRUSTEE0.50Yes (X)$0$0$0
CHRIS KONECKI
TRUSTEE0.50Yes (X)$0$0$0
JEFFREY SCHNEIDER
TRUSTEE0.5040.00Yes (X)$0$109,277$38,338
KENNETH DOOT
TRUSTEE0.5040.00Yes (X)$0$107,994$38,338
ERICK GARCIA
TRUSTEE0.5040.00Yes (X)$0$106,915$137,503
MICHAEL CORRIGAN
FORMER TRUSTEE0.5040.00Yes (X)$0$293,499$15,781
MICHAEL WAINSCOTT
ADMINISTRATOR40.00$189,554$0$34,255Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$189,554TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,200,474TotReportableCompRltdOrgAmt
Total Other Compensation$392,917TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL606015099PPO PROVIDER$1,764,030
PAYD HEALTH
PO BOX 840557LOS ANGELESCA900840557BENEFIT CONSULTING$946,408
CCH WELLBEING
5440 N CUMBERLAND AVENUECHICAGOIL60656HEALTH SCREENINGS AND COACHING$271,858
BRIDGEWAY BENEFIT TECHNOLOGIES
PO BOX 5629DEPTFORDNJ08096BENEFIT ADMINISTRATION SOFTWARE$124,851
NATIONAL INVESTMENT SERVICES
PO BOX 3110MILWAUKEEWI53201INVESTMENT MANAGEMENT SERVICES$110,043
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$65,366,887$65,366,887
PARTICIPANT AND RETIREE CONTRIBUT900099$9,571,387$9,571,387
FieldValueIRS element (for citing)
Total Program Service Revenue$74,938,274TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,162,476TotalRevenueColumnAmt
Exclusion$1,162,476ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,859,799SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,225,787SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$634,012SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$634,012TotalRevenueColumnAmt
Exclusion$634,012ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Business900099BusinessCd
Total Revenue Column$305,099TotalRevenueColumnAmt
Related Or Exempt Func Income$305,099RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$305,099OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,039,861TotalRevenueColumnAmt
Related Or Exempt Func Income$75,243,373RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,796,488ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$80,824,311TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$157,044TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,629TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$170,444TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$261,236TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$215,986TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$295,340TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$146,991TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,636TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,912TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
SHARED ADMIN EXPENSES R$1,483,869
SCHOLARSHIP EXPENSES$150,689

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$83,866,087TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,938,035BOYAmt
EOY$5,715,120EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$431,522BOYAmt
EOY$412,689EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,910,809BOYAmt
EOY$10,733,823EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,474BOYAmt
EOY$52,812EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$222,700LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$180,821LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$52,548BOYAmt
EOY$41,879EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,343,891BOYAmt
EOY$54,701,368EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,692,420BOYAmt
EOY$53,563,618EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$120,398,699BOYAmt
EOY$125,221,309EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$170,453BOYAmt
EOY$226,771EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,527,182BOYAmt
EOY$10,182,619EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,697,635BOYAmt
EOY$10,409,390EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$113,701,064BOYAmt
EOY$114,811,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,701,064BOYAmt
EOY$114,811,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,398,699BOYAmt
EOY$125,221,309EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$6,826,226ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,937,081NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$222,700OtherCostOrOtherBasisAmt
Depreciation$180,821DepreciationAmt
Book Value$41,879BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$41,879TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUST NIS INTERMEDIATE FIXED INCOME FDDesc
Book Value$53,563,618BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$53,563,618TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CURRENT AND INCURRED BUT NOT REPORTED CLAIMS PAYABLE$9,986,475
DUE TO RELATED FUNDS$196,144
FieldValueIRS element (for citing)
Total Liability$10,182,619TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$84,806,498TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,937,081NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,937,081RevenueNotReportedAmt
Revenue Subtotal$76,869,417RevenueSubtotalAmt
Investment Expenses Not Incld$170,444InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$170,444RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$77,039,861TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$80,108,168TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$80,108,168ExpensesSubtotalAmt
Investment Expenses Not Incld2$170,444InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,587,475OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,757,919ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$83,866,087TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT JUNE 30, 2025, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2022.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CLAIMS PAYABLE AND INCURRED BUT UNREPORTED CLAIMS 3,587,475.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN LISNER
TRUSTEE$0$319,272$0$0$0$1,704$0$48,339$0$16,012$0$385,327$0$0
DALE BOLT
TRUSTEE$0$257,898$0$0$0$3,915$0$48,339$0$16,012$0$326,164$0$0
MICHAEL CORRIGAN
FORMER TRUSTEE$0$143,100$0$150,000$0$399$0$0$0$15,781$0$309,280$0$0
ERICK GARCIA
TRUSTEE$0$106,000$0$0$0$915$0$121,953$0$15,550$0$244,418$0$0
MICHAEL WAINSCOTT
ADMINISTRATOR$189,554$0$0$0$0$0$18,955$0$15,300$0$223,809$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIIFormAndLineReferenceDesc
ExplanationFORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART II MICHAEL WAINSCOTT IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PEFORMING SIMILAR DUTIES FOR BENEFIT FUNDS SPONSORED BY THE LABOR ORGANIZATION SPONSORING THIS ENTITY. HIS COMPENSATION IS PAID DIRECTLY BY THE EXCAVATING, GRADING AND ASPHALT CRAFT LOCAL 731 HEALTH AND WELFARE FUND AND A PORTION IS REIMBURSED TO THAT FUND BY THE FILING ORGANIZATION. HIS COMPENSATION IS COMPRISED OF WAGES AND NONTAXABLE BENEFITS. HE IS CONSIDERED AN OFFICER OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY ADMINISTRATIVE PERSONNEL AND THE FUND ADMINISTRATOR. AT LEAST ONE TRUSTEE ALSO REVIEWS THE FORM PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY WITH OTHER TEAMSTERS LOCAL 731 BENEFIT FUNDS. THE STUDY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LOCAL NO 731 IB OF T PENSION FUND
1000 BURR RIDGE PARKWAYBURR RIDGEIL60527366513567TO PROVIDE RETIREMENT BENFITS FOR ELIGIBLE PARTICIPANTSIL401(A)0
INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION
1000 BURR RIDGE PARKWAYBURR RIDGEIL60527361053335LOCAL UNIONIL501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (157 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
94 NISSAN OF SOUTH HOLLAND
CONTRIBUTING EMPLOYER0
ADVANCED DISPOSAL SERVVEOLIA
CONTRIBUTING EMPLOYER0
ADVANCED DISPOSAL SERVICES
CONTRIBUTING EMPLOYER0
ADVANCED DISPOSAL SERVICES
CONTRIBUTING EMPLOYER0
ADVANTAGE CHEVROLET OF BRIDGEV
CONTRIBUTING EMPLOYER0
A-H ROLLOFF SERVICES CO
CONTRIBUTING EMPLOYER0
AL PIEMONTE BUICK GMC
CONTRIBUTING EMPLOYER0
AL PIEMONTE FORD INC
CONTRIBUTING EMPLOYER0
ALLIED TRANS CSC MEDILL
CONTRIBUTING EMPLOYER0
ALLIED WASTE SERVICES
CONTRIBUTING EMPLOYER0
ALLIED WASTE TRANSPORTATION
CONTRIBUTING EMPLOYER0
ALSCO-CHICAGO
CONTRIBUTING EMPLOYER0
APPLE CHEVROLET INC
CONTRIBUTING EMPLOYER0
ARAMARK UNIFORM ARLINGTON HTS
CONTRIBUTING EMPLOYER0
ARC DISPOSAL COMPANY
CONTRIBUTING EMPLOYER0
ATLAS TUBE
CONTRIBUTING EMPLOYER0
BARRICADE LITES INC
CONTRIBUTING EMPLOYER0
BERMAN'S INFINITI OF CHICAGO
CONTRIBUTING EMPLOYER0
BREDEMANN FORD IN GLENVIEW
CONTRIBUTING EMPLOYER0
BUILDERS ASPHALT LLC
CONTRIBUTING EMPLOYER0
CASTLE BUICK GMC
CONTRIBUTING EMPLOYER0
CASTLE CHEVROLET
CONTRIBUTING EMPLOYER0
CASTLE CHEVROLET NORTH LLC
CONTRIBUTING EMPLOYER0
CASTLE HYUNDAI OAK LAWN
CONTRIBUTING EMPLOYER0
CENTRAL SWEEPING OF ILLINOIS
CONTRIBUTING EMPLOYER0
CHICAGO DISPOSAL INC
CONTRIBUTING EMPLOYER0
CKG TRUCKING SOLUTIONS INC
CONTRIBUTING EMPLOYER0
COMMUNITY HONDA OF ORLAND PARK
CONTRIBUTING EMPLOYER0
COSMOPOLITAN TEXTILE RENTAL
CONTRIBUTING EMPLOYER0
CURRIE MOTORS CHEVROLET
CONTRIBUTING EMPLOYER0
CURRIE MOTORS FRANKFORT INC
CONTRIBUTING EMPLOYER0
D & P CONSTRUCTION CO INC RECY
CONTRIBUTING EMPLOYER0
DIAMOND SWEEPING INC
CONTRIBUTING EMPLOYER0
E KING CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
EARLE M JORGENSEN CO
CONTRIBUTING EMPLOYER0
ECONOMY DISPOSAL SERVICE INC
CONTRIBUTING EMPLOYER0
ED NAPLETON ELMHURST IMPORTS
CONTRIBUTING EMPLOYER0
ELGIN SWEEPING SERVICE
CONTRIBUTING EMPLOYER0
ENDURANCE ENVIRONMENTAL SOLUTI
CONTRIBUTING EMPLOYER0
ETTLESON CADILLAC BUICK GMC IN
CONTRIBUTING EMPLOYER0
ETTLESON HYUNDAI LLC
CONTRIBUTING EMPLOYER0
EVANSTON SUBARU
CONTRIBUTING EMPLOYER0
F & M TRANSFER INC
CONTRIBUTING EMPLOYER0
FCS LLC
CONTRIBUTING EMPLOYER0
FIELDS CHRYSLER JEEP DODGE
CONTRIBUTING EMPLOYER0
FIELDS VOLVO
CONTRIBUTING EMPLOYER0
FLOOD BROTHERS DISPOSAL
CONTRIBUTING EMPLOYER0
GOLF MILL CHEVROLET
CONTRIBUTING EMPLOYER0
GOLF MILL CHEVROLET WAREHOUSE
CONTRIBUTING EMPLOYER0
GOLF MILL FORD INC
CONTRIBUTING EMPLOYER0
GROOT (CROWN) RECYCLING & WAST
CONTRIBUTING EMPLOYER0
HAGGERTY BUICK GMC
CONTRIBUTING EMPLOYER0
HANA TRANSPORT INC
CONTRIBUTING EMPLOYER0
HAWK FORD OF ST CHARLES
CONTRIBUTING EMPLOYER0
HERITAGE CADILLAC INC
CONTRIBUTING EMPLOYER0
HIGHWAY SAFETY CORP
CONTRIBUTING EMPLOYER0
HOMEWOOD DISPOSAL (705)
CONTRIBUTING EMPLOYER0
HOMEWOOD RECYCLERS
CONTRIBUTING EMPLOYER0
HOMEWOOD SCAVENGER SERVICE INC
CONTRIBUTING EMPLOYER0
HONDA ON GRAND
CONTRIBUTING EMPLOYER0
HYDROCHEMPSC
CONTRIBUTING EMPLOYER0
HYUNDAI OF LINCOLNWOOD
CONTRIBUTING EMPLOYER0
ILLIANA DISTRIBUTION SYSTEMS
CONTRIBUTING EMPLOYER0
INDEPENDENT RECYCLING SER INC
CONTRIBUTING EMPLOYER0
JLW RECYCLING SERVICES LLC
CONTRIBUTING EMPLOYER0
JLW RECYCLING SERVICES LLC
CONTRIBUTING EMPLOYER0
JLW TRUCKING LLC (TT)
CONTRIBUTING EMPLOYER0
JMGD EXPRESS INC
CONTRIBUTING EMPLOYER0
JACK PHELAN CHEVROLET INC
CONTRIBUTING EMPLOYER0
JACK PHELAN DODGE
CONTRIBUTING EMPLOYER0
JCDECAUX CHICAGO LLC
CONTRIBUTING EMPLOYER0
JDC AUTO LLC
CONTRIBUTING EMPLOYER0
JERRY HAGGERTY CHEVROLET INC
CONTRIBUTING EMPLOYER0
JGB TRUCKING
CONTRIBUTING EMPLOYER0
JOE RIZZA ACURA
CONTRIBUTING EMPLOYER0
JOE RIZZA BUICK GMC CADILLAC I
CONTRIBUTING EMPLOYER0
JOE RIZZA FORD OF ORLAND PARK
CONTRIBUTING EMPLOYER0
KBZ INC
CONTRIBUTING EMPLOYER0
LRO TRANSFER LLC (TT)
CONTRIBUTING EMPLOYER0
LTD ENTERPRISES INC
CONTRIBUTING EMPLOYER0
LAKE SHORE WASTE SERVICES LLC
CONTRIBUTING EMPLOYER0
LARRY ROESCH CHRYSLER JEEP DOD
CONTRIBUTING EMPLOYER0
LEXUS OF HIGHLAND PARK
CONTRIBUTING EMPLOYER0
LEXUS OF NAPERVILLE
CONTRIBUTING EMPLOYER0
LOCAL 731 FUND OFFICE
CONTRIBUTING EMPLOYER0
LOQUERCIO AUTOMOTIVE NORTHSIDE
CONTRIBUTING EMPLOYER0
MARINO CHRYSLER JEEP DODGE
CONTRIBUTING EMPLOYER0
MARQUARDT OF BARRINGTON
CONTRIBUTING EMPLOYER0
MBIMR BULT'S INC
CONTRIBUTING EMPLOYER0
MBL RECYCLING INC
CONTRIBUTING EMPLOYER0
MC CARTHY FORD
CONTRIBUTING EMPLOYER0
MCGRATH HONDA HYUNDAI
CONTRIBUTING EMPLOYER0
METAL MANAGEMENT MIDWEST INC
CONTRIBUTING EMPLOYER0
METALS USA-NORTHBROOK
CONTRIBUTING EMPLOYER0
MICKEY'S LINEN & TOWEL SUPPLY
CONTRIBUTING EMPLOYER0
MID CITY NISSAN DBA BERMAN NIS
CONTRIBUTING EMPLOYER0
MID CITY SUBARU
CONTRIBUTING EMPLOYER0
MIDWAY DODGE INC
CONTRIBUTING EMPLOYER0
MIDWEST MARINE TERMINALS INC
CONTRIBUTING EMPLOYER0
MIKE ANDERSON CHEVROLET OF
CONTRIBUTING EMPLOYER0
MIKE HAGGERTY BUICK GMC INC
CONTRIBUTING EMPLOYER0
NAPLETON CADILLAC OF OAK LAWN
CONTRIBUTING EMPLOYER0
NAPLETON FORD OF OAK LAWN
CONTRIBUTING EMPLOYER0
NAPLETON HYUNDAI GLENVIEW
CONTRIBUTING EMPLOYER0
NAPLETON LINCOLN BLUE ISLAND
CONTRIBUTING EMPLOYER0
NAPLETON LINCOLN RIVER OAKS
CONTRIBUTING EMPLOYER0
NAPLETON OF DOWNTOWN
CONTRIBUTING EMPLOYER0
NAPLETON RIVER OAKS HYUNDAI R
CONTRIBUTING EMPLOYER0
NAPLETON'S COUNTRYSIDE MAZDA
CONTRIBUTING EMPLOYER0
NAPLETON'S HONDA OF MORTON GRO
CONTRIBUTING EMPLOYER0
NAPLETON'S SCHAUMBURG BUICK GM
CONTRIBUTING EMPLOYER0
NTS MIKEDON LLC
CONTRIBUTING EMPLOYER0
OAK LAWN HYUNDAI INC DBA
CONTRIBUTING EMPLOYER0
OAK LAWN TOYOTA CO
CONTRIBUTING EMPLOYER0
OAKBROOK TOYOTA OF WESTMONT
CONTRIBUTING EMPLOYER0
ORANGE CRUSH LLC
CONTRIBUTING EMPLOYER0
OUI OUI ENTERPRISES LTD
CONTRIBUTING EMPLOYER0
PACKEY WEBB FORD INC
CONTRIBUTING EMPLOYER0
PARKSIDE TRANSFER INC
CONTRIBUTING EMPLOYER0
PATRICK CADILLAC SAAB
CONTRIBUTING EMPLOYER0
PERILLO MOTOR CARS INC
CONTRIBUTING EMPLOYER0
PORSCHE ORLAND PARK
CONTRIBUTING EMPLOYER0
RAY BUICK INC
CONTRIBUTING EMPLOYER0
ROADSAFE TRAFFIC SYSTEMS
CONTRIBUTING EMPLOYER0
SBC WASTE SOLUTIONS INC
CONTRIBUTING EMPLOYER0
SHERMAN DODGE
CONTRIBUTING EMPLOYER0
SKOKIE VALLEY LAUNDRY
CONTRIBUTING EMPLOYER0
SMITH MAINTENANCE COMPANY
CONTRIBUTING EMPLOYER0
SOUTHWIND RAS L L C
CONTRIBUTING EMPLOYER0
SUNRISE CHEVROLET
CONTRIBUTING EMPLOYER0
T G ARLINGTON HEIGHTS TWO LLC
CONTRIBUTING EMPLOYER0
TC TRANSPORT INC
CONTRIBUTING EMPLOYER0
TAG CHICAGOLLC DBA TASCA FORD
CONTRIBUTING EMPLOYER0
TEAMSTERS LOCAL 731 LMCC (R
CONTRIBUTING EMPLOYER0
TG WHEELING LLC DBA TASCA CHEV
CONTRIBUTING EMPLOYER0
THE AUTOBARN SUBARU
CONTRIBUTING EMPLOYER0
THE ROSCOE COMPANY
CONTRIBUTING EMPLOYER0
TOYOTA OF LINCOLN PARK
CONTRIBUTING EMPLOYER0
TOYOTA OF NAPERVILLE
CONTRIBUTING EMPLOYER0
TRAFFIC CONTROL & PROTECTION
CONTRIBUTING EMPLOYER0
TRI STATE DISPOSAL INC
CONTRIBUTING EMPLOYER0
TRUCK WORKS SWEEPING DIVISION
CONTRIBUTING EMPLOYER0
UNITED RENTALS NORTH AMERICA
CONTRIBUTING EMPLOYER0
VOLKSWAGEN OF OAK LAWN
CONTRIBUTING EMPLOYER0
VOLVO OF OAK PARK
CONTRIBUTING EMPLOYER0
WASTE CONNECTION DBA GROOT ELG
CONTRIBUTING EMPLOYER0
WASTE LARAWAY
CONTRIBUTING EMPLOYER0
WASTE MANAG OF IL-DEKALB
CONTRIBUTING EMPLOYER0
WEBB CHEVROLET INC
CONTRIBUTING EMPLOYER0
WESTERN AVENUE NISSAN
CONTRIBUTING EMPLOYER0
WESTERN REMAC INC
CONTRIBUTING EMPLOYER0
WESTMONT PORSCHE
CONTRIBUTING EMPLOYER0
WILKINS HYUNDAI MAZDA
CONTRIBUTING EMPLOYER0
WM RECYCLE AMERICA LLC
CONTRIBUTING EMPLOYER0
YAMILE TRANSPORT INC
CONTRIBUTING EMPLOYER0
Z FORCE TRANSPORTATION
CONTRIBUTING EMPLOYER0
ZENERE EXCAVATING
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
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Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd