2024-03-01T09:34:29-06:00 2023-06-30 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2022-07-01 362234288 HEALTH AND WELFARE TRUST ESTATE FOR SHOPMENS UNION 473 OF IA OF BS HEAL 6302303904 625 ENTERPRISE DR OAK BROOK IL 605238813 JAMES GARDINER TRUSTEE 6302303904 2024-03-01 1 JAMES GARDINER 999009999 0 AARON PLATH P01360263 3126550037 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z IRON WORKERS MIDWEST REGION HEALTH AND WELFARE PLAN JAMES GARDINER 625 ENTERPRISE DR OAK BROOK IL 605238813 7223577 0 X N/A X 1956 IL TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 5 12 0 0 0 0 0 6853816 7163180 60425 60397 0 0 6914241 7223577 0 0 5115562 5532073 0 0 0 0 0 341353 466996 5456915 5999069 1457326 1224508 4124728 6549436 414768 432149 3709960 6117287 X TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6302303904 625 ENTERPRISE DR OAK BROOK IL 605238813 RICHARD SCHNEIDER TRUSTEE 1.00 X 0 0 0 STEPHEN LAMB TRUSTEE 1.00 X 0 0 0 VIC CONELLIER TRUSTEE 1.00 X 0 0 0 JAMES GARDINER TRUSTEE 1.00 X 0 0 0 KENNETH DEAN TRUSTEE 1.00 X 0 0 0 BILL YOUNG TRUSTEE 1.00 40.00 X 0 42808 38782 0 42808 38782 0 0 0 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 189335 1 EMPLOYER CONTRIBUTIONS 900099 7152760 7152760 EMPLOYEE CONTRIBUTIONS 900099 10420 10420 7163180 60397 60397 7223577 7163180 0 60397 5532073 116645 59148 20923 24219 218455 13067 5133 7791 AFFORDABLE CARE ACT FEE 1615 5999069 1831408 1624043 39097 34152 35 205578 2608 3024 2096680 4212741 154900 469898 4124728 6549436 29805 63181 384963 368968 414768 432149 X 0 0 0 0 3709960 6117287 3709960 6117287 4124728 6549436 X 1224508 63217 1119602 X X 0 1 X 1 0 0 PRESCRIPTION DRUG CLAIM REBATES RECEIVABLE 99000 STOP-LOSS INSURANCE RECOVERIES RECEIVABLE 367517 ACCRUED INTEREST AND DIVIDENDS 3381 469898 CLAIMS PAYABLE 157932 CLAIMS INCURRED BUT UNPAID 210000 DUE TO AFFILIATED FUNDS 1036 368968 X 7262575 63217 63217 7199358 24219 24219 7223577 5991881 0 5991881 24219 -17031 7188 5999069 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSTIONS 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN PLAN BENEFIT OBLIGATIONS -17,031. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINSTRATORS AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. FORM 990, PART XI, LINE 9: MERGER PROCEEDS FROM IRON WORKERS WELFARE FUND 1,119,602. FORM 990, PART XII, LINE 2C THERE ARE NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR. IRON WORKERS REGIONAL SHOP LOCAL UNION 853 2700 SOUTH RIVER ROAD DES PLAINES IL 60018 830898740 SHOP LOCAL UNION IL 501(C)(5) 0 REGIONAL LOCAL UNION 852 AMERICAN FABRICATORS INC ARCHITECTURAL BRONZE STUDIO INC ARLINGTON STRUCTURAL STEEL ABSTRACT WELDING SERVICES LLC BALTIMORE STEEL ERECTORS C & C IRON INC DAVID ARCHITECTURAL METALS INC DORMAKABA USA INC FABRICATING & WELDING CORP FEDERAL STEEL & ERECTION CO GREMP STEEL COMPANY HILLSDALE FABRICATORS KUPFERER BROTHERS IRON WORKS INC MECHANICAL & INDUSTRIAL STEEL SERVICES MODERN METALS INC MUNSTER STEEL CO INC RALPH H SIMPSON CO STANDARD BOILER TANK & TESTING SRV STRUCTURAL STRATEGIES INC WABASH STEEL WESTERN ARCHITECTURAL IRON CI CONTRACTING CO ER INDUSTRIAL INC TSI ARCHITECTURAL METALS INC VETRO BUILDING ENVELOPE LLC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0