2023-03-31T11:08:04-05:00 2022-05-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE STREET SUITE 310 CHICAGO IL 60606 990 2021-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 625 ENTERPRISE DR OAK BROOK IL 605238813 PAUL WENDE TRUSTEE 6304720627 2023-03-31 1 PAUL WENDE 999009999 HOWARD SIMON P00158008 3126550037 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X PAUL WENDE 625 ENTERPRISE DR OAK BROOK IL 605238813 55801771 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 3 82 0 0 164597 0 0 23082035 21454043 5777099 7095338 50489 115 28909623 28549496 0 0 27387067 26982778 17558 44626 0 0 0 2629106 1755444 30033731 28782848 -1124108 -233352 121630364 104401164 24671434 24712470 96958930 79688694 X TO PROVIDE MEDICAL, DENTAL, VISION, DISABILITY, DEATH AND OTHER WELFARE BENEFITS 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. A TEMPORARY SUPPLEMENTAL UNEMPLOYMENT AND SICKNESS BENEFIT WAS IMPLEMENTED EFFECTIVE MARCH 23, 2020 AND ENDED EFFECTIVE 12/31/20. THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 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 4 0 1 82 1 1 1 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRIS KRZYSKO AT BENEFITS MGMT GROUP 6304720627 1520 KENSINGTON OAKBROOK IL 60523 MICHAEL SWANBERG TRUSTEE 3.00 X 0 0 0 PAUL WENDE CHAIRMAN 3.00 49.00 X 0 183742 133450 TIM BELL TRUSTEE 3.00 X 0 0 0 JACK CANNIFF FORMER TRUSTEE 3.00 46.00 X 0 161627 124898 MARK LABUZ TRUSTEE 3.00 X 0 0 0 DAVE MURRAY TRUSTEE 3.00 46.00 X 0 162981 124898 FLETCHER HOLMES TRUSTEE 3.00 46.00 X 0 162456 124898 0 670806 508144 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 963759 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 363549 CERNER CORPORATION PO BOX 959156 ST LOUIS MO 63195 HEALTH CARE MANAGEMENT COMPANY 269803 SAV-RX 224 NORTH PARK AVENUE FREEMONT NE 68025 PRESCRIPTION DRUG SERVICE PROVIDER 108718 4 EMPLOYER CONTRIBUTIONS 900099 19718319 19718319 EMPLOYEE CONTRIBUTIONS 900099 1285131 1285131 COBRA PREMIUM ASSISTANCE 900099 275800 275800 MEDICARE PART D SUBSIDY 900099 174793 174793 21454043 2371686 2371686 31975927 27252275 4723652 4723652 4723652 LIQUIDATED DAMAGES 900099 115 115 115 28549496 21454158 0 7095338 26982778 44626 327492 54930 34067 213467 1036752 76141 3955 5036 ACA FEES 3604 28782848 4357442 4539873 2589362 2222248 2357408 2062247 246773 1332662 93580 0 1239082 93889376 84963732 18099594 8607848 337182 519361 121630364 104401164 155614 175131 24515820 24537339 24671434 24712470 X 0 0 0 0 96958930 79688694 96958930 79688694 121630364 104401164 -233352 -17036884 0 X X 0 1 X 1 0 1332662 93580 1239082 1239082 FIRST LIGHT FOCUS FUND, LIMITED PARTNERSHIP 7100117 F STERLING BAY CAPITAL PARTNERS III, LP 1507731 F 8607848 EXTENDED ELIGIBILITY 13689000 CLAIMS INCURRED BUT NOT PAID 3581280 ACCUMULATED MRA ACCOUNT BALANCES 7266182 DUE TO RELATED ENTITIES 877 24537339 X 11124352 -17036884 -17036884 28161236 213467 174793 388260 28549496 28373946 0 28373946 213467 195435 408902 28782848 PART X, LINE 2: AS OF MAY 31, 2022, THERE WERE NO UNCERTAIN TAX 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2022, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 174,793. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 20,642. MEDICARE PART D SUBSIDY 174,793. 0 0 0 PAUL WENDE CHAIRMAN 0 181762 0 0 0 1980 0 106128 0 27322 0 317192 0 0 DAVE MURRAY TRUSTEE 0 161175 0 0 0 1806 0 97576 0 27322 0 287879 0 0 FLETCHER HOLMES TRUSTEE 0 161167 0 0 0 1289 0 97576 0 27322 0 287354 0 0 JACK CANNIFF FORMER TRUSTEE 0 161154 0 0 0 473 0 97576 0 27322 0 286525 0 0 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP, INC. 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 ADMINISTRATOR 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 A WRITTEN POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE U.S. 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 U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. IRONWORKERS LOCAL 63 PENSION FUND 1520 KENSINGTON SUITE 200 OAKBROOK IL 60523 363519910 PENSION FUND IL 401 (A) 0 IRONWORKERS LOCAL 63 UNION 2525 W LEXINGTON STREET BROADVIEW IL 60153 360743355 LABOR UNION IL 501(C)(5) 0 IRONWORKERS LOCAL 63 TRAINING SCHOOL 2523 W LEXINGTON STREET BROADVIEW IL 60153 362365717 TRAINING IL 501(C)(5) 0 3F CORPORATION 4-S ERECTION INC ACORN FENCE & CONSTRUCTION INC ACSEM INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC ADVANCED STEEL ERECTORS LLC ALDRIDGE ELECTRIC ALLEN ARCHITECTURAL METALS INC ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC ALUMINUM SERVICES INC ANAGNOS DOOR CO INC ARCHITECTURAL PANEL SYSTEMS INC ARCORP STRUCTURES LLC ARCWALL AREA ERECTORS INC ASC WINDOW CORPORATION BAKES STEEL ERECTORS INC BAM DECKING INC BCBM LLC BENSON INDUSTRIES INC BERGLUND CONSTRUCTION COMPANY BEVERLY GLASS SERVICES BLACK SECURITY PRODUCTS BLUE SKY LLC BUILDERS CHICAGO CORP BUILT BEST FENCE CO INC C & B GLASS INC CAPUTO STEEL ERECTORS LLC CELTIC IRON INC CHICAGO DECKING INC CHICAGO FLYHOUSE INC CHICAGO HEIGHTS GLASS INC CHICAGO ORNAMENTAL IRON INC CHRISTOPHER GLASS & ALUMINUM CK II CONTRACTING INC COMPLETE CANOPY SERVICES INC COMPOSITE STEEL PRODUCTS INC CONSTRUCTION & MECHANICAL CONTRACTORS LLC CONTRACT GLAZIERS INC CONVEYOR SPECIALTIES INC CORE ERECTORS IL LLC CORSETTI STRUCTURAL STEEL INC CROWN CORR INC D & M ARCHITECTURAL METALS INC DALTON FENCE LLC DEPASQUALE STEEL ERECTORS INC DIVERSIFIED CONSTRUCTION SERVICES LLC DOOR SERVICE INC DOOR SYSTEMS INC DORAL CORP DUBURG IRON WORKS INC DUPAGE OVERHEAD DOORS INC ELEMENT IRON & RAIL INC ELITE IRONWORKS INC EM III ARCHITECTURAL EVAN FALL PROTECTION EXTREME REACHC3 PRESENTS FEDERAL RENT -A- FENCE FENCE PLUS INC FLYNN FENCE & SUPPLY CO GATEWAY GLAZING INC GAUTHIER GLASS LLC GLASS DESIGNERS INC GMSGLASS MANAGEMENT SERVICES GONZALEZ IRON WORKS GRAND STAGE CO INC GREAT LAKES STEEL ERECTION INC GUARDIAN CONSTRUCTION PRODUCTS INC HAMPTON IRONWORKS INC HARMON INC HART ERECTORS INC HOUSE OF DOORS INC IG COMMERCIAL INC ILLINOIS CONTRACT GLAZING INC IMPACT IRON LLC INDEPENDENT MECHANICAL INDUSTRIES INC INDUSTRIAL DOOR CO OF CHG INDUSTRIAL FENCE INC INDUSTRIAL MATERIAL SUPPLY IN-LINE FENCE & FABRICATING CO INNOVATIVE INSTALLATIONS AND MANAGEMENT LLC INTERNATIONAL ENTRANCES INC IRONCLAD COMPANY LLC J & S CANOPY SERVICES LLC JB ERECTORS INC JP CULLEN & SONS INC K & K IRON WORKS INC KOLAR STEEL CONSTRUCTION INC KUJO INC KWCC INC LANE SUPPLY INC LEECO CONSTRUCTION INC LEECO CONSULTANTS INC LEGNA IRON WORKS INCLEGNA INSTALLERS LINDBLAD CONSTRUCTION LOUIS HOFFMANN CO M&M STEEL ERECTORS LLC MBE FENCE INC MECCOR INDUSTRIES LTD MECHANICAL & INDUSTRIAL STEEL MID AMERICA STEEL ERECTORS INC MID-STATES GLASS & METAL MIDWEST CANOPY SPECIALISTS LLC MIDWEST FENCE CORP MIDWEST SKYLITE SYSTEMS MJ ERECTORS INC MORCOM CONSTRUCTION CO MTH INDUSTRIES NATHAN LINN & SONS INC NATIONAL SPORTS NETS LLC NICKS METAL FABRICATING & SONS INC NORTH CHICAGO IRON WORKS NORTHERN CONTRACTING INC NORTHERN ILLINOIS FENCE INC NPSG GLOBAL LLC ORNOFF'S WELDING DBA OWS ENT INC P & P ARTEC INC PACIFIC FENCE INC PERMASTEELISA NORTH AMERICA CORP PIERINI IRON WORKS INC PIW GROUP LLC PORTA-WELD INC PRIME ARCHITECTURAL METAL & GLASS INC PRIMERA IRON WORKS PRO FENCE II INC QUINCO STEEL INC R & I ORNAMENTAL IRON INC REFLECTION WINDOW COMPANY LLC ROCKET FENCE ROSSI CONTRACTORS INC SCHMIDT STEEL INC SECURITY DOOR INC SERVIN UNION FENCE LLC SG METAL & GLASS INC SITELINE INTERIOR CARPENTRY INC SOUTHERN FOLGER CONTRACTING NO VACATION SPECIALTY CONSTRUCTION LLC STAIR ONE INC STEVENS ENGINEERS & CONSTRUCTORS STRATA CONTRACTORS LTD STRUCTURAL STRATEGIES INC SUMMIT ARCHITECTURAL METALS LLC TAYLOR ELECTRIC COMPANY THE BARTECH GROUP THE BOLDT COMPANY UNDERLAND ARCH SYSTEMS UNITY FENCING COMPANY VEI SOLUTIONS INC WASHINGTON CONSTRUCTION CO LLC WEITZ INDUSTRIAL LLC WESTERN ARCHITECTURAL IRON COMPANY WILLIAM STEEL ERECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0