2026-05-06T09:38:17-05:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE STREET SUITE 310 CHICAGO IL 60606 990 2024-07-01 362392752 LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND 731H 6308874150 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 JOHN LISNER TRUSTEE 6308874150 2026-05-06 1 0 JOHN LEGGERO P01357710 3126550037 2026-05-06 2024 2025-03-06 01:10:19Z X JOHN LISNER 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 89265648 0 X N/A X 1953 IL TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 9 4 0 0 0 0 0 0 74039668 74938274 1351793 1796488 0 305099 75391461 77039861 0 0 71689341 80824311 0 0 0 0 0 2695242 3041776 74384583 83866087 1006878 -6826226 120398699 125221309 6697635 10409390 113701064 114811919 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 154 0 1 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 1 0 X JOHN LISNER 6308874150 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 JOHN LISNER TRUSTEE 0.50 40.00 X 0 320976 64351 THOMAS YONKER TRUSTEE 0.50 X 0 0 0 STEVE VOGRIN TRUSTEE 0.50 X 0 0 0 DALE BOLT TRUSTEE 0.50 40.00 X 0 261813 64351 JAMES BUIK TRUSTEE 0.50 X 0 0 0 CHRIS KONECKI TRUSTEE 0.50 X 0 0 0 JEFFREY SCHNEIDER TRUSTEE 0.50 40.00 X 0 109277 38338 KENNETH DOOT TRUSTEE 0.50 40.00 X 0 107994 38338 ERICK GARCIA TRUSTEE 0.50 40.00 X 0 106915 137503 MICHAEL CORRIGAN FORMER TRUSTEE 0.50 40.00 X 0 293499 15781 MICHAEL WAINSCOTT ADMINISTRATOR 40.00 X 189554 0 34255 189554 1200474 392917 1 0 1 1 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 1764030 PAYD HEALTH PO BOX 840557 LOS ANGELES CA 900840557 BENEFIT CONSULTING 946408 CCH WELLBEING 5440 N CUMBERLAND AVENUE CHICAGO IL 60656 HEALTH SCREENINGS AND COACHING 271858 BRIDGEWAY BENEFIT TECHNOLOGIES PO BOX 5629 DEPTFORD NJ 08096 BENEFIT ADMINISTRATION SOFTWARE 124851 NATIONAL INVESTMENT SERVICES PO BOX 3110 MILWAUKEE WI 53201 INVESTMENT MANAGEMENT SERVICES 110043 5 EMPLOYER CONTRIBUTIONS 900099 65366887 65366887 PARTICIPANT AND RETIREE CONTRIBUT 900099 9571387 9571387 74938274 1162476 1162476 12859799 12225787 634012 634012 634012 CLASS ACTION SETTLEMENT 900099 305099 305099 305099 77039861 75243373 0 1796488 80824311 157044 116629 170444 261236 215986 295340 146991 19636 23912 SHARED ADMIN EXPENSES R 1483869 SCHOLARSHIP EXPENSES 150689 83866087 4938035 5715120 431522 412689 8910809 10733823 29474 52812 222700 180821 52548 41879 53343891 54701368 52692420 53563618 120398699 125221309 170453 226771 6527182 10182619 6697635 10409390 X 0 0 0 0 113701064 114811919 113701064 114811919 120398699 125221309 -6826226 7937081 0 X X 0 1 X 1 0 222700 180821 41879 41879 COMMON COLLECTIVE TRUST NIS INTERMEDIATE FIXED INCOME FD 53563618 F 53563618 CURRENT AND INCURRED BUT NOT REPORTED CLAIMS PAYABLE 9986475 DUE TO RELATED FUNDS 196144 10182619 X 84806498 7937081 7937081 76869417 170444 170444 77039861 80108168 0 80108168 170444 3587475 3757919 83866087 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. 0 0 0 JOHN LISNER TRUSTEE 0 319272 0 0 0 1704 0 48339 0 16012 0 385327 0 0 DALE BOLT TRUSTEE 0 257898 0 0 0 3915 0 48339 0 16012 0 326164 0 0 MICHAEL CORRIGAN FORMER TRUSTEE 0 143100 0 150000 0 399 0 0 0 15781 0 309280 0 0 ERICK GARCIA TRUSTEE 0 106000 0 0 0 915 0 121953 0 15550 0 244418 0 0 MICHAEL WAINSCOTT ADMINISTRATOR 189554 0 0 0 0 0 18955 0 15300 0 223809 0 0 0 PART III FORM 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. FORM 990, PART VI, SECTION B, LINE 11B THE 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 15 SALARIES 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 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED. 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