2024-08-15T08:09:25-05:00 2023-09-30 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2022-10-01 382243531 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 HEALTH & WELFARE FUN INTE 2486414915 700 TOWER DRIVE STE 300 330 TROY MI 48098 JOHN HEALY CHAIRMAN 2484510324 2024-08-13 1 1 JESSICA TOADER P01464604 2483757100 2024-08-12 2022 2024-08-08 14:25:15Z JOHN HEALY 700 TOWER DRIVE STE 300 330 TROY MI 48098 10586251 0 X N/A X 1984 MI HEALTH AND WELFARE TRUST FUND PROVIDING MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 3 0 3 0 0 0 0 7630127 7782464 181037 123714 50894 10707 7862058 7916885 0 0 8135411 7763364 0 0 0 0 0 1253578 1063601 9388989 8826965 -1526931 -910080 8895897 8367716 3915789 4342499 4980108 4025217 NONE 0 0 COLLECTION OF CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND REMITTANCE OF PREMIUMS AND CLAIMS TO INSURANCE COMPANIES AND CONTRACT BENEFIT ADMINISTRATORS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 13 0 1 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 KEN DOMBROW TRUSTEE 1.00 49.00 X 0 139747 75632 DOUGLAS STOCKWELL SECRETARY 1.00 49.00 X X 0 149110 42113 KEVIN BESONEN TRUSTEE 1.00 44.00 X 0 117360 70321 JOHN HEALY CHAIRMAN 1.00 0.00 X X 0 0 0 RUSSELL MCFEE TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH MARUT TRUSTEE 1.00 0.00 X 0 0 0 0 406217 188066 0 0 1 0 BENESYS INC 700 TOWER DRIVE TROY MI 48098 ADMINISTRATION OF HEALTH BENEFITS 247231 PLANTE & MORAN PLLC 3000 TOWN CENTER SUITE 100 SOUTHFIELD MI 48075 ACCOUNTING FIRM 107780 2 EMPLOYER CONTRIBUTIONS 811000 7782464 7782464 7782464 147196 147196 2645884 2669366 -23482 -23482 -23482 LIQUIDATED DAMAGES 900099 10707 10707 10707 7916885 7793171 0 123714 7763364 35031 107780 13836 73750 4653 721 20869 THIRD-PARTY ADMINISTRAT 472538 ADMINISTRATIVE FEES 324810 BANK CHARGES 7860 ORGANIZATION DUES 1195 558 8826965 786067 1116537 2147761 2296897 72009 135445 516 516 2416742 1990086 3472802 2828235 8895897 8367716 1135063 1214145 2780726 3128354 3915789 4342499 X 0 0 0 0 4980108 4025217 4980108 4025217 8895897 8367716 X -910080 312717 -357528 X 0 1 X 1 0 0 ALTERNATIVE INVESTMENTS 2828235 F 2828235 CLAIMS INCURRED BUT NOT YET REPORTED 281175 FUTURE BENEFITS 2249781 OTHER POSTRETIREMENT BENEFIT OBLIGATION 573576 MISC CLEARING 23822 3128354 8229602 312717 312717 7916885 0 7916885 8826965 0 8826965 0 8826965 0 0 0 KEN DOMBROW TRUSTEE 0 139747 0 0 0 0 0 56370 0 19262 0 215379 0 0 DOUGLAS STOCKWELL SECRETARY 0 149110 0 0 0 0 0 32482 0 9631 0 191223 0 0 KEVIN BESONEN TRUSTEE 0 117360 0 0 0 0 0 51498 0 18823 0 187681 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTANED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY CFO OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS BEFORE BEING FILED. THE FORM 990 IS SUBSEQUENTLY PRESENTED TO AND APPROVED BY THE CHAIRMAN. AFTER THE FORM 990 IS FILED, A COPY IS MADE AVAILABLE TO ALL TRUSTEES TO REVIEW AT THE NEXT BOARD OF TRUSTEES MEETING. FORM 990, PART VI, LINE 12B: ANNUALLY, THE BOARD OF TRUSTEES COMPLETES THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE AND AUTHORIZES EXECUTION OF ITS MANAGEMENT REPRESENTATION LETTER TO THE FUNDS AUDITOR IN RESPECT TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE LOCATED AT THE FUND OFFICE UPON REQUEST. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -357,528. OPERATING ENGINEERS' LOCAL 324 STATE OF MICHIGAN POLITICAL ACTION COMMITTEE 500 HULET DRIVE BLOOMFIELD TWP MI 48302 383237248 TO MONITOR ACTIVITIES AFFECTING MEMBERS MI 527 INTERNATIONAL UNION OF OPERATING ENGINEERS' 0 OPERATING ENGINEERS' LOCAL 324 BUILDING INTERNATIONAL 500 HULET DRIVE BLOOMFIELD TWP MI 48302 386082362 HOLD TITLE AND MAINTAIN REAL ESTATE MI 501(C)(2) INTERNATIONAL UNION OF OPERATING ENGINEERS' 0 OPERATING ENGINEERS LOCAL 324 JOURNEYMAN AND APPRENTICE TRAINING FUND INC 275 E HIGHLAND ROAD HOWELL MI 48843 383215444 TO PROVIDE TRAINING PROGRAMS FOR MEMBERS MI 501(C)(3) LINE 2 0 INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 500 HULET DRIVE BLOOMFIELD TWP MI 48302 380679790 LABOR ORGANIZATION FORMED FOR PURPOSE OF ADVANCING THE INTEREST OF MEMEBERS MI 501(C)(5) 0 VILLAGE OF DUNDEE VILLAGE OF CARLETON INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 547 FRANKLIN HILLS COUNTRY CLUB DETROIT ATHLETIC CLUB CHARTER TOWNSHIP OF EAST CHINA BERLIN CHARTER TOWNSHIP HINES - DETROIT PUBLIC SAFETY AUTOMOTIVE TESTING OPERATINGS LLC DETROIT NEWSPAPER PARTNERSHIP TRANSWESTERN PROPERTY CO MICHIGAN LLC ABM FACILITY SERVICES INC ABM MOBILE ROUTE ENGINEERS B&C TEN AIR CB RICHARD ELLIS-FORD CB RICHARD ELLIS-RENCEN CMC & MAINTENANCE INC CME MAINTENANCE SAULT STE MARIE CONTINUUM SERVICES CONTINUUM SERVICES -ONE DETROIT CENTER CUSHMAN & WAKEFIELD DTE METRO ENERGY EXPERT MECHANICAL SERVICE INC GHS CORPORATION GHS STRINGS GUARDIAN BUILDING CONTINUUM GUARDIAN ENVIRONMENTAL SVS INC GUARDIAN PLUMBING HINESCOLEMAN A YOUNG HINESCOMPUWARE JONES LANG LASALLE - BANK OF AMERICA JONES LANG LASALLE - DETROIT JONES LANG LASALLE AMERICAS INC KCORP SUPPORT SERVICES KMIA INC LAKESHORE GLOBAL CORPORATION MARRIOTT COURTYARD HOTEL OLYMPIA ARENAS INC OLYMPIC STEEL PROFESSIONAL BUSINESS PROVIDER PYRAMID QUALITY SOLUTIONS INNOVATIONS INC RIVER HOUSE CO-OP INC SOMERSET INN SOUTHEAST MACOMB SANITARY DISTRICT SUMMIT POINTE TRI-COUNTY LABOR AGENCY URBAN SERVICES WILSON 5 SERVICE CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0