2025-05-07T13:10:27-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2023-07-01 362234288 IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST IRON 6304720626 625 ENTERPRISE DR OAK BROOK IL 605238813 JAMES GARDINER TRUSTEE 6304720626 2025-05-07 1 1 AARON PLATH P01360263 3126550037 2023 2025-03-06 01:10:19Z X JAMES GARDINER 625 ENTERPRISE DR OAK BROOK IL 605238813 13145842 0 X N/A X 1956 IL TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 4 19 0 0 0 0 0 7163180 9183831 60397 361398 0 0 7223577 9545229 0 0 5532073 7827171 0 4381 0 0 0 466996 746616 5999069 8578168 1224508 967061 6549436 10049876 432149 843234 6117287 9206642 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 6 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 6 4 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 6304720626 625 ENTERPRISE DR OAK BROOK IL 605238813 RICHARD SCHNEIDER TRUSTEE 1.00 X 0 0 0 STEPHEN LAMB TRUSTEE 1.00 X 5000 0 0 VIC CONELLIER TRUSTEE 1.00 X 0 0 0 JAMES GARDINER TRUSTEE 1.00 X 0 0 0 BILL YOUNG TRUSTEE 1.00 40.00 X 0 78988 33569 JOHN BEILEK TRUSTEE 1.00 X 0 0 0 KENNETH DEAN FORMER TRUSTEE 1.00 X 0 0 0 5000 78988 33569 0 0 0 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 301301 BENEFIT MANAGEMENT GROUP 625 ENTERPRISE DR OAK BROOK IL 60523 MANAGING EMPLOYEE BENEFITS 141615 2 EMPLOYER CONTRIBUTIONS 900099 9162340 9162340 EMPLOYEE CONTRIBUTIONS 900099 21491 21491 9183831 277043 277043 3684968 3600613 84355 84355 84355 9545229 9183831 0 361398 7827171 4381 174668 12046 76018 43125 416817 15028 4073 3616 AFFORDABLE CARE ACT FEE 1225 8578168 1624043 793741 34152 691041 205578 359369 3024 158357 4212741 7439327 469898 608041 6549436 10049876 63181 38263 368968 804971 432149 843234 X 0 0 0 0 6117287 9206642 6117287 9206642 6549436 10049876 X 967061 165601 1956693 X X 0 1 X 1 0 0 PRESCRIPTION DRUG CLAIM REBATES RECEIVABLE 143000 STOP-LOSS INSURANCE RECOVERIES RECEIVABLE 462093 ACCRUED INTEREST AND DIVIDENDS 2948 608041 CLAIMS PAYABLE 243144 CLAIMS INCURRED BUT UNPAID 454000 ACCUMULATED BALANCE IN PARTICIPANT MEDICAL SAVINGS ACCOUNTS 107827 804971 X 9667705 165601 165601 9502104 43125 43125 9545229 8098004 0 8098004 43125 437039 480164 8578168 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, 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 437,039. 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 SHOPMEN'S BENEFIT FUND 1,956,693. 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 IRON WORKERS REGIONAL SHOP LOCAL UNION 852 IRON WORKERS REGIONAL SHOP LOCAL UNION 855 ABSTRACT WELDING SERVICES LLC ALLEN GAUGE SPECIALTY SEAL GROUP AMERICAN FABRICATORS INC HW ARLINGTON STRUCTURAL STEEL HW BALTIMORE STEEL ERECTORS C & C IRON INC HW CI CONTRACTING CO D&D MECHANICAL INC DAVID ARCHITECTURAL METALS INC HW DORMAKABA USA INC-H&W EPIC METALS CORPORATION ER INDUSTRIAL INC FABRICATING & WELDING CORP HW FEDERAL STEEL & ERECTION CO GREMP STEEL COMPANY HW GROLL ORNAMENTAL IRON WORKS HILLSDALE FABRICATORS KINCAID MFG INC KUPFERER BROTHERS IRON WORKS INC LB FOSTER COMPANY MASON STRUCTURAL STEEL MECHANICAL & INDUSTRIAL STEEL SERVICES HW MINNOTTE MANUFACTURING CORP MODERN METALS INC MUNSTER STEEL CO INC HW RALPH H SIMPSON CO HW STANDARD BOILER TANK & TESTING SRV HW STRUCTURAL STRATEGIES INC HW TLC TRADITIONAL LOGISTICS & CARTAGE TSI ARCHITECTURAL METALS INC VETRO BUILDING ENVELOPE LLC WABASH STEEL HW WESTERN ARCHITECTURAL IRON HW 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0