2023-05-03T11:10:21-05:00 2022-06-30 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2021-07-01 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 2023-05-03 1 JAMES GARDINER 999009999 HOWARD H SIMON P00158008 3126550037 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X IRON WORKERS MIDWEST REGION HEALTH AND WELFARE PLAN JAMES GARDINER 625 ENTERPRISE DR OAK BROOK IL 605238813 6944641 0 X N/A X 1956 IL TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 5 17 0 0 0 0 0 6758908 6853816 24250 60425 0 0 6783158 6914241 0 0 5842919 5115562 0 0 0 0 0 324475 341353 6167394 5456915 615764 1457326 3246436 4124728 740024 414768 2506412 3709960 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 0 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 17 1 0 0 0 0 0 0 0 0 0 0 X 5 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 X RICHARD SCHNEIDER TRUSTEE 1.00 X 0 0 0 STEPHEN LAMB TRUSTEE 1.00 X 0 0 0 JENNIFER RYAN TRUSTEE 1.00 X 0 0 0 JAMES GARDINER TRUSTEE 1.00 X 0 0 0 JOSH DALLMAN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 150301 1 EMPLOYER CONTRIBUTIONS 900099 6833983 6833983 EMPLOYEE CONTRIBUTIONS 900099 19833 19833 6853816 40655 40655 50170 30400 19770 19770 19770 6914241 6853816 0 60425 5115562 94860 11388 17300 16281 180379 11654 3763 3508 AFFORDABLE CARE ACT FEE 2220 5456915 1624439 1831408 13191 39097 44110 35 4612 2608 1315974 2096680 244110 154900 3246436 4124728 4542 29805 735482 384963 740024 414768 X 0 0 0 0 2506412 3709960 2506412 3709960 3246436 4124728 1457326 -253778 0 X X 0 1 X 1 0 0 CLAIMS PAYABLE 106963 CLAIMS INCURRED BUT UNPAID 278000 384963 X 6644182 -253778 -253778 6897960 16281 16281 6914241 5695242 0 5695242 16281 -254608 -238327 5456915 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, 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 -254,608. 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 XII, LINE 2C THERE ARE NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR. IRON WORKERS REGIONAL SHOP LOCAL UNION 853 7700 INDUSTRIAL DR FOREST PARK IL 60130 830898740 SHOP LOCAL UNION IL 501(C)(5) 0 AMERICAN FABRICATORS INC HW ARCHITECTURAL BRONZE STUDIO INC ARLINGTON STRUCTURAL STEEL HW ATLAS IRON WORKS BELLEVILLE FENCE COMPANY C & C IRON INC HW DAVID ARCHITECTURAL METALS INC HW DORMAKABA USA INC-H&W FABRICATING & WELDING CORP HW FEDERAL STEEL & ERECTION CO GREMP STEEL COMPANY HW HILLSDALE FABRICATORS KUPFERER BROTHERS IRON WORKS INC MECHANICAL & INDUSTRIAL STEEL SERVICES HW MODERN METALS INC MUNSTER STEEL CO INC HW RALPH H SIMPSON CO HW STANDARD BOILER TANK & TESTING SRV HW STRUCTURAL STRATEGIES INC HW WABASH STEEL HW WABASH STEEL OFFICE HW WESTERN ARCHITECTURAL IRON HW ADVANCED STEEL FABRICATION INC HW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0