STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

FOX VALLEY & VICINITY CONSTRUCTION WORKERS WELFARE FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOX VALLEY & VICINITY CONSTRUCTION WORKERS WELFARE FUND (EIN 36-6147408)
Tax period
2021-06-01 to 2022-05-31
Filed
2023-04-06
IRS object ID
202330969349301303
Schema version
2021v4.2
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)
Return2023-04-06T10:14:20-05:00ReturnTs
Tax Period End2022-05-31TaxPeriodEndDt

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 ST SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366147408EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX VALLEY & VICIN CONSTRUCTION WEL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOXVBusinessNameControlTxt
Phone8475191880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1953 AMERICAN LANE 100AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART STURMSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8475191880PhoneNum
Signature2023-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARTPersonFirstNm
Person LastSTURMSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY BILKEYPreparerPersonNm
PTINP00499751PTIN
Phone3126550037PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerART STURMSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1953 AMERICAN LANE 100AddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,749,916GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,089,579PYProgramServiceRevenueAmt
CY Program Service Revenue$9,278,877CYProgramServiceRevenueAmt
PY Investment Income$2,101,402PYInvestmentIncomeAmt
CY Investment Income$44,733CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$11,190,981PYTotalRevenueAmt
CY Total Revenue$9,323,610CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$11,989,311PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$10,997,347CYBenefitsPaidToMembersAmt
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$797,413PYOtherExpensesAmt
CY Other Expenses$733,087CYOtherExpensesAmt
PY Total Expenses$12,786,724PYTotalExpensesAmt
CY Total Expenses$11,730,434CYTotalExpensesAmt
PY Revenues Less Expenses-$1,595,743PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,406,824CYRevenuesLessExpensesAmt
Total Assets BOY$25,153,566TotalAssetsBOYAmt
Total Assets EOY$21,950,455TotalAssetsEOYAmt
Total Liabilities BOY$5,028,087TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,263,260TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,125,479NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,687,195NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescTO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Desc
FieldValueIRS element (for citing)
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 Equipment0ReportLandBuildingEquipmentInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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 PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROUP ADMINISTRATORS LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8475191880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1953 AMERICAN LANEAddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DAN AUSSEM
CHAIRMAN2.00Yes (X)$0$0$0
KENNETH SANDENO
TRUSTEE2.00Yes (X)$0$0$0
ART STURMS
SECRETARY2.00Yes (X)$0$131,665$94,46440.00
ANTHONY FRESCURA JR
TRUSTEE2.00Yes (X)$0$113,609$109,51740.00
PETE NIELSEN
TRUSTEE2.00Yes (X)$0$0$0
DAVID HENDERSON
TRUSTEE2.00Yes (X)$0$0$0
TROY COX
TRUSTEE2.00Yes (X)$0$118,847$104,60940.00
BOB MORREALE
TRUSTEE2.00Yes (X)$0$0$0
ERIC MROWICKI
TRUSTEE2.00Yes (X)$0$85,272$67,82240.00
MICHAEL LEWIS
TRUSTEE2.00Yes (X)$0$118,691$101,80140.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$568,084TotReportableCompRltdOrgAmt
Total Other Compensation$478,213TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BCBS
300 EAST RANDOLPH STCHICAGOIL60601PPO CLAIMS PROVIDER$290,867
GROUP ADMINISTRATORS LTD
953 AMERICAN LANESCHAUMBURGIL60173ADMINISTRATOR$230,030
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$8,723,347$8,723,347
EMPLOYEE CONTRIBUTIONS525100$555,530$555,530
FieldValueIRS element (for citing)
Total Program Service Revenue$9,278,877TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$385,568TotalRevenueColumnAmt
Exclusion$385,568ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,085,471SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,426,306SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$340,835SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$340,835TotalRevenueColumnAmt
Exclusion-$340,835ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,323,610TotalRevenueColumnAmt
Related Or Exempt Func Income$9,278,877RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$44,733ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$10,997,347TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$230,030TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total-$40,577TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,089TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,618TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$418,302TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,681TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,611TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,333TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,730,434TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$573,963BOYAmt
EOY$642,030EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$955,957BOYAmt
EOY$129,320EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,003,526BOYAmt
EOY$953,384EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,392BOYAmt
EOY$8,944EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,160,311BOYAmt
EOY$17,760,106EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,431,027BOYAmt
EOY$2,451,376EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,390BOYAmt
EOY$5,295EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,153,566BOYAmt
EOY$21,950,455EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,687BOYAmt
EOY$22,160EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,016,400BOYAmt
EOY$5,241,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,028,087BOYAmt
EOY$5,263,260EOYAmt
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$20,125,479BOYAmt
EOY$16,687,195EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,125,479BOYAmt
EOY$16,687,195EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,153,566BOYAmt
EOY$21,950,455EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,406,824ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,031,459NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$2,451,376BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,451,376TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
EXTENDED ELIGIBILITY$4,372,900
EST LIAB FUT CLMS INCRRD NOT REPRTD$694,600
CLAIMS PAYABLE$173,600
FieldValueIRS element (for citing)
Total Liability$5,241,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,241,532TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,031,459NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,031,459RevenueNotReportedAmt
Revenue Subtotal$9,272,991RevenueSubtotalAmt
Investment Expenses Not Incld$50,618InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$50,618RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,323,609TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,455,116TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,455,116ExpensesSubtotalAmt
Investment Expenses Not Incld2$50,618InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$224,700OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$275,318ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,730,434TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:AS OF MAY 31, 2022, THERE WERE 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 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 FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2019.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CURRENT BENEFIT OBLIGATIONS 224,700.

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
ART STURMS
SECRETARY$0$131,665$0$0$0$0$0$67,817$0$26,647$0$226,129$0$0
TROY COX
TRUSTEE$0$118,847$0$0$0$0$0$79,005$0$25,604$0$223,456$0$0
ANTHONY FRESCURA JR
TRUSTEE$0$113,609$0$0$0$0$0$83,515$0$26,002$0$223,126$0$0
MICHAEL LEWIS
TRUSTEE$0$118,691$0$0$0$0$0$76,169$0$25,632$0$220,492$0$0
ERIC MROWICKI
TRUSTEE$0$84,972$0$0$0$300$0$44,942$0$22,880$0$153,094$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 19A 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 XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FOX VALLEY CONSTRUCTION WORKERS PENSION
28 N FIRST STREETGENEVAIL60134366147407PROVIDE PENSION BENEFITSIL401 AN/A0
IUBAC ADMINISTRATIVE DC #1
660 N INDUSTRIAL DRELMHURSTIL60126363028328TO ORGANIZE WORKERSIL501C5N/A0
PLASTERERS AND CEMENT MASONS LOCAL 11
1102 RAIL DRWOODSTOCKIL60098364078859TO ORGANIZE WORKERSIL501C5N/A0
BRICKLAYERS AFL-CIO LOCAL 6
661 SOUTHROCK DRROCKFORDIL61102363912731TO ORGANIZE WORKERSIL501C5N/A0
NORTHERN ILLINOIS CEMENT MASONS & PLASTERERS JAATP
1102 RAIL DRWOODSTOCKIL60098363674511TO EDUCATE APPRENTICE CEMENT AND PLASTER MASONSIL501C5N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

A1 GROUP LTD
ABI CONSTRUCTION LLC
ARGO CONSTRUCTION LLC
CERAMI CONSTRUCTION CO LTD
D'LAND CONSTRUCTION LLC
GRADERC LLC
MEDINA RESOURCES GROUP LLC
MTH UNDERLAYMENT LLC
NORVILLA LLC
N-TRACK GROUP LLC
RABINE PAVING LLC
RAUSCH INFRASTRUCTURE LLC
SCURTO CEMENT CONST LTD
T MARTIN CONCRETE LLC
WALSH CONSTRUCTION CO II LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (217 entries)

A-1 MASONRY INC
ABARI CONSTRUCTION INC
ABBEY PAVING CO INC
AC READY MIX
ACURA INC
ADJUSTABLE FORMS INC
ADVANTAGE PAVING SOLUTIONS INC
ALAMP CONCRETE CONTRACTORS INC
ALLAN MACK & SONS INC
ALLEN PRESTWOOD CONCRETE
ALLIANCE CONTRACTORS INC
ALLSTATES REFRACTORY CONTRACTORS
ALRIGHT CONCRETE
AMERICAN CONCRETE RESTORATIONS
AMERICAN GRADING INC
ANDERSON PUMP SERVICE INC
AREATHA CONSTRUCTION CO
ARTLOW SYSTEMS INC
AUSTIN TYLER CONSTRUCTION
AZTEC CEMENT CO
B & B CONCRETE INC
B&B MASONARY & RESTORATION
BAISH EXCAVATING INC
BAUER AND BAUER CONCRETE INC
BAUMGARTNER CONSTRUCTION INC
BENNETT CONSTRUCTION
BERGER EXCAVATING CONTRACTORS
BERGLUND CONSTRUCTION
BERGQUIST & ZIMMERMAN CONST CO
BOLLER CONSTRUCTION CO
BOUCHARD MASONRY
BRANDONISIO & COMPANY
BRIESER CONSTRUCTION CO
BUILDERS CONCRETE
BULLEY & ANDREWS CONCRETE RESTORATION
BUTLER CORING INC
C & T CONSTRUCTION INC
CAMOSY INCORPORATED
CARBO CONSTRUCTION INC
CARMICHAEL CONSTRUCTION INC
CAR-MIN CONSTRUCTION CO INC
CARRERA CONCRETE CONST INC
CENTRAL IL BRICKLAYERS
CHADWICK CONTRACTING CO
CIBULKA CONST CO INC
CIVIL CONSTRUCTORS
COLELLA CONCRETE INC
CONCRETE BY MANCUSO INC
CONCRETE BY WAGNER INC
CONCRETE STRUCTURES
CONCRETE SYSTEMS INC
CONLEY EXCAVATING INC
COPENHAVER CONST INC
CPMH CONSTRUCTION INC
D CONSTRUCTION INC
DAKER CORPORATION
DAVIS CONCRETE CONST CO
DIVINE CEMENT
DON BOHR & SONS INC
DRAKE CONCRETE CONST INC
DUBOIS PAVING COMPANY
DUCO CONSTRUCTION
DUNNET BAY CONST CO
DYKSTRA CONCRETE CONST CO
EAGLE CONCRETE INC
ED FOGARTY CONCRETE INC
ELECTRIC CONDUIT CONSTRUCTION
ELLIOT CONSTRUCTION CORP
ELLIOTT & WOOD INC
ENGSTROM CONSTRUCTION CO
EVANS & SONS BLACKTOP INC
EVANS-MASON INC
FABCON INC
FH PASCHENSN NIELSEN & ASSOC
FLOOR TECH SOLUTIONS INC
G & M CEMENT CONST
G & V CONSTRUCTION INC
GALLAGHER ASPHALT
GENEVA CONSTRUCTION
GOLF ACQUISTION
GRAYCOR INDUSTRIAL CONSTR INC
H & S CONCRETE CONSTRUCTION INC
H JOHNSON CONCRETE
H3 CONCRETE INC
HACIENDA LANDSCAPING
HERLIHY MID-CONTINENT CO
HTI POLYMEIR INC
ICC GROUP INC
IHC CONSTRUCTION COMPANIES
IMPRESSIVE CONSTRUCTION INC
IROQUOIS PAVING CORP
IRVING CONSTRUCTION INC
J B CONCRETE CONTRACTOR INC
J J BRAKER AND SONS INC
J SQUARED MASONRY INC
J&J NEWELL CONCRETE CONTRACTOR
JACK HALL CONSTRUCTION
JALPA CONSTRUCTION CORP
JC DILLON INC
JG DEMO INC
JOSEPH J HENDERSON & SON INC
JUDLAU CONTRACTING INC
JUST MASONRY
KATS & SONS INC
K-FIVE CONSTRUCTION
KIEWIT POWER CONSTRUCTORS CO
KNOTTS MASONRY & CONST INC
KREATIVE SCAPE INC
KWCC INC
LAGIOIA CONSTRUCTION
LAKES & RIVERS CONTRACTING
LAMPIGNANO & SON CONST CO
LANDMARK CONTRACTORS INC
LEANDER CONSTRUCTION INC
LILJA CORPORATION
LINDBLAD CONSTRUCTION CO
LITE CONSTRUCTION INC
LIVEWIRE ELECTRICAL SYSTEMS
LORIG CONSTRUCTION COMPANY
LORUSSO CEMENT CONTRACTORS
M & J UNDERGROUND INC
M R MASON CONTRACTOR INC
MM PETERS CONSTRUCT INC
MANUSOS GENERAL CONTRACTING
MARTAM CONSTRUCTION INC
MARTIN CEMENT COMPANY
MAUL PAVING
MCHUGH CONCRETE CONSTRUCTION CO
MID VALLEY CONCRETE
M-JTJ CONTRACTORS AND BLDRS
MUFFLER CONCRETE & SONS
MURPHY PAVING AND SEALCOATING INC
NARVICK BROS LUMBER CO INC
NATOLA CONCRETE INC
NORTHWEST CONTRACTORS INC
NORTHWEST RESTORATION CO
NUGENT CONSTRUCTION CO
O'CONNOR CONTRACTORS INC
OPPERMAN CONSTRUCTION CO
OTTAWA MASONRY
OTTO BAUM COMPANY INC
P T FERRO CONSTRUCTION CO
PALOS BUILDERS
PAN OCEANIC ENG CORP
PARKWAY FORMING INC
PAUL HERRERA CONSTRUCTION CO
PEPPER CONSTRUCTION CO
PLAINFIELD CONCRETE INC
PLAINFIELD CONST COMPANY
PLAINFIELD CONSTRUCTION CO
PLOTE CONSTRUCTION INC
PREFERRED CONCRETE
PREMIUM CONCRETE INC
PSI PROFESSIONAL SURFACE INSTALLATIONS
PULLARA CONSTRUCTION INDUSTRY
R OLSON CONST CO CONTRACTORS
RAFY'S CONCRETE INC
RAI CONCRETE INC
RAMCORP INC
RAPID ROADS INC
RASCH CONSTR & ENGINEERING
RC CAST RESTORATION & CLEANING INC
RC SMITH CONCRETE CO
RIBER CONSTRUCTION INC
RILEY CONST CO INC
RINGLAND-JOHNSON INC
RIVER CITY CONSTRUCTION CO
RIZZA CONCRETE
ROBERT H WARD & ASSOC INC
RODGERS CONSTRUCTION CORP
ROYAL CONCRETE INC
RUANE CONSTRUCTION INC
RULA'S ENTERPRISES
RW DUNTEMAN CO
SANCHEZ CONSTRUCTION SERVICES
SCANLON EXCAVATING & CONCRETE
SCHAEFGES BROTHERS INC
SCHROEDER & SCHROEDER INC
SHOW ME INDUSTRIAL SERVICES
SINGLEY CONSTRUCTION
SJOSTROM & SONS INC
SONGER CONST CORP
SPRAY INSULATIONS INC
STENSTROM EXCAVATION
STRADA CONSTRUCTION CO
STREETS OF CHICAGO SERVICES
STUCKEY CONSTRUCTION CO INC
SUBURBAN CONCRETE INC
SUMIT CONSTRUCTION CO INC
SURF PREP INC
SWEDBERG & ASSOCIATES INC
T B S CONCRETE INC
T K CONCRETE
TEICHMANN HENRY F INC
THE BOLDT COMPANY
THIENEMAN CONSTRUCTION INC
TRIALTA CONSTRUCTION CO
TRICE CONSTRUCTION CO
TRIGGI CONST INC
UTILITY & INDUSTRIAL CONST CO
VISSERING CONSTRUCTION CO
WF JOHNSTON CONSTRUCTION
WALSH CONSTRUCTION CO OF ILL
WEAVER CONSTRUCTION INC
WEST CHICAGO CONSTRUCTION
WEST SIDE MASONRY
WESTERN REMAC INC
WESTERN SPECIALTY CONTRACTORS
WESTERN WATERPROOFING CO
WHITTAKER CONSTRUCTION & EXCAVATING
WILLIAMS BROTHERS CONST INC
WILLIAMS M R CONCRETE
WILLIAMS REFRACTORY SERVICES INC
WM TONYAN & SONS INC
YOUNG CONCRETE ENTERPRISES INC
Z MARTIN PLASTERING
Z MARTIN PLASTERING
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd