STRATEGY STUDIO / PUBLIC DATA EXPLORER

EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND (EIN 36-6073848)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-24
IRS object ID
202312979349300216
Schema version
2022v5.0
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)
Return2023-10-24T08:18:20-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 STREET SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366073848EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXCAVATING GRADING & ASPHALT CRAFTBusinessNameLine1Txt
Business Name Line2731 HEALTH AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEXCABusinessNameControlTxt
Phone6308874150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PARKWAYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LISNERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6308874150PhoneNum
Signature2023-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastLISNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN LEGGEROPreparerPersonNm
PTINP01357710PTIN
Phone3126550037PhoneNum
Preparation2023-10-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN LISNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PARKWAYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,471,369GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIESActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$10,158,004PYProgramServiceRevenueAmt
CY Program Service Revenue$10,682,414CYProgramServiceRevenueAmt
PY Investment Income$579,311PYInvestmentIncomeAmt
CY Investment Income-$397,180CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,737,315PYTotalRevenueAmt
CY Total Revenue$10,285,234CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$9,161,298PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$8,281,102CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,983,980PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,063,381CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$624,542PYOtherExpensesAmt
CY Other Expenses$655,667CYOtherExpensesAmt
PY Total Expenses$11,769,820PYTotalExpensesAmt
CY Total Expenses$11,000,150CYTotalExpensesAmt
PY Revenues Less Expenses-$1,032,505PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$714,916CYRevenuesLessExpensesAmt
Total Assets BOY$25,474,696TotalAssetsBOYAmt
Total Assets EOY$22,092,129TotalAssetsEOYAmt
Total Liabilities BOY$1,275,057TotalLiabilitiesBOYAmt
Total Liabilities EOY$766,937TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,199,639NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,325,192NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIESDesc
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
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 Document82IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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 Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6308874150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BURR RIDGE PARKWAYAddressLine1Txt
CityBURR RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TERRENCE J HANCOCK
TRUSTEE2.00Yes (X)$0$349,734$78,272
JOHN LISNER
TRUSTEE2.00Yes (X)$0$327,291$78,272
DALE BOLT
TRUSTEE2.00Yes (X)$0$262,199$68,534
WILLIAM COLLINS
TRUSTEE2.00Yes (X)$0$0$0
DAVID SNELTEN
TRUSTEE2.00Yes (X)$0$0$0
JONATHAN GALLAGHER
TRUSTEE2.00Yes (X)$0$0$0
RICHARD CLARSON
ADMINISTRATOR40.00$198,329$0$14,787Yes (X)
PATRICIA SAENZ
CLAIMS MANAGER40.00$148,108$0$30,052Yes (X)
MICHAEL WAINSCOTT
COMPTROLLER40.00$119,034$0$27,109Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$465,471TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$939,224TotReportableCompRltdOrgAmt
Total Other Compensation$297,026TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
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
BLUE CROSS BLUE SHIELD
300 E RANDOLPH STCHICAGOIL606015099PPO PROVIDER$293,531
DESERT SHORE CAPITAL PARTNERS
4001 MCEWEN ROAD SUITE 450DALLASTX75244BENEFIT CONSULTANT$278,515
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTION900099$8,471,946$8,471,946
REIMB COMMON ADMIN EXP900099$2,008,522$2,008,522
MEMBER AND RETIREE CONTRIBUTION900099$201,946$201,946
FieldValueIRS element (for citing)
Total Program Service Revenue$10,682,414TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$380,850TotalRevenueColumnAmt
Exclusion$380,850ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,408,105SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,186,135SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$778,030SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$778,030TotalRevenueColumnAmt
Exclusion-$778,030ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,285,234TotalRevenueColumnAmt
Related Or Exempt Func Income$10,682,414RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$397,180ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$8,281,102TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$213,116TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,166,989TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$252,553TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$326,682TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$104,041TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$80,560TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,594TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$74,161TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$334,561TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,703TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,648TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,204TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,217TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,019TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,000,150TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,802,557BOYAmt
EOY$1,845,951EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$530,376BOYAmt
EOY$287,433EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$886,856BOYAmt
EOY$975,077EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,325BOYAmt
EOY$9,325EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,224LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,224LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,382,147BOYAmt
EOY$11,205,487EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$863,435BOYAmt
EOY$7,768,856EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,474,696BOYAmt
EOY$22,092,129EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$114,057BOYAmt
EOY$90,937EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,161,000BOYAmt
EOY$676,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,275,057BOYAmt
EOY$766,937EOYAmt
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$24,199,639BOYAmt
EOY$21,325,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,199,639BOYAmt
EOY$21,325,192EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,474,696BOYAmt
EOY$22,092,129EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$714,916ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,159,531NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,224OtherCostOrOtherBasisAmt
Depreciation$16,224DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
OTHER POOLED INVESTMENT$648,344F
COMMON COLLECTIVE TRUST$7,120,512F
FieldValueIRS element (for citing)
Total Book Value Securities$7,768,856TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS PAYABLE & INCURRED NOT REPORTEDDesc
Amt$676,000Amt
FieldValueIRS element (for citing)
Total Liability$676,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,043,020TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,159,531NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,159,531RevenueNotReportedAmt
Revenue Subtotal$8,202,551RevenueSubtotalAmt
Investment Expenses Not Incld$74,161InvestmentExpensesNotIncldAmt
Other Revenues Not Included$2,008,522OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,082,683RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,285,234TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,402,467TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,402,467ExpensesSubtotalAmt
Investment Expenses Not Incld2$74,161InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,523,522OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,597,683ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,000,150TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2022 AND 2021, THERE ARE 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT DECEMBER 31, 2022, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2019.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 2,008,522.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BEENFIT FUNDS 2,008,522. DECREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED -485,000.

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
TERRENCE J HANCOCK
TRUSTEE$0$334,098$0$13,022$0$2,614$0$63,302$0$14,970$0$428,006$0$0
JOHN LISNER
TRUSTEE$0$312,548$0$12,048$0$2,695$0$63,302$0$14,970$0$405,563$0$0
DALE BOLT
TRUSTEE$0$252,467$0$9,732$0$0$0$53,564$0$14,970$0$330,733$0$0
RICHARD CLARSON
ADMINISTRATOR$198,329$0$0$0$0$0$0$0$14,787$0$213,116$0$0$0
PATRICIA SAENZ
CLAIMS MANAGER$148,108$0$0$0$0$0$15,265$0$14,787$0$178,160$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART IIFormAndLineReferenceDesc
ExplanationRICHARD CLARSON IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PERFORMING SIMILAR DUTIES FOR THE FILING ORGANIZATION'S RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS PAID DIRECTLY BY THE FILING ENTITY AND A PORTION IS REIMBURSED BY THE RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS COMPRISED OF WAGES AND CONTRIBUTIONS TO A HEALTH BENEFIT PLAN. HE IS CONSIDERED KEY EMPLOYEE OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR PRIOR TO FILING. AFTER REVIEW,THE FORM IS APPROVED, SIGNED AND FILED.
FORM 990, PART VI, SECTION B, LINE 15SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE
PART VII REPORTABLE COMPENSATIONREPORTABLE COMPENSATION FROM THE ORGANIZATION IS ALLOCATED TO VARIOUS RELATED AND AFFILIATED ORGRANZIATIONS BASED ON TIME ALLOCATED TO EACH ORGANIZATION.
PART XII, LINE 2C EXPLANATION:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART VI, SECTION A, LINE 8BTHE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE LOCAL 731 HEALTH AND WELFARE FUNDS WHICH HAS THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
TEAMSTERS LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND
1000 BURR RIDGE PARKWAYBURR RIDGEIL60527366513565PROVIDE PENSION BENEFITSIL401(A)N/AN/A0
INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION
1000 BURR RIDGE PARKWAYBURR RIDGEIL60527361053335LABOR UNIONIL501(C)(5)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (89 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
2005 TRUCKING INC
CONTRIBUTING EMPLOYER0
A & A TRANSPORT SERVICES
CONTRIBUTING EMPLOYER0
A LAMP CONCRETE CONTRACTORS
CONTRIBUTING EMPLOYER0
A R R P TRUCKING & HAULING
CONTRIBUTING EMPLOYER0
ABBEY PAVING & SEALCOATING INC
CONTRIBUTING EMPLOYER0
ACCURATE LOGISTICS INC
CONTRIBUTING EMPLOYER0
ALLSTAR ASPHALT INC
CONTRIBUTING EMPLOYER0
AMERICAN LANDSCAPING INC
CONTRIBUTING EMPLOYER0
ARROW ROAD CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
BECAN CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
BENCHMARK CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
BEVERLY ASPHALT PAVING CO
CONTRIBUTING EMPLOYER0
BIGANE PAVING COMPANY
CONTRIBUTING EMPLOYER0
BRANDENBURG INDUSTRIAL SERVICE
CONTRIBUTING EMPLOYER0
BRITES EQUIPMENT LTC INC
CONTRIBUTING EMPLOYER0
BUILDERS ASPHALT L L C
CONTRIBUTING EMPLOYER0
CC CARTAGE
CONTRIBUTING EMPLOYER0
CASTELLANOS TRUCKING INC
CONTRIBUTING EMPLOYER0
CHICAGOLAND TRUCKIN INC
CONTRIBUTING EMPLOYER0
CONCRETE STRUCTURES OF THE MID
CONTRIBUTING EMPLOYER0
D & P CONSTRUCTION CO INC
CONTRIBUTING EMPLOYER0
D CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
DANNY B KEANE ENTERPRISESINC
CONTRIBUTING EMPLOYER0
DELTA DEMOLITION INC
CONTRIBUTING EMPLOYER0
DI JON INC
CONTRIBUTING EMPLOYER0
DI MEO BROS INC
CONTRIBUTING EMPLOYER0
DUBOIS PAVING COMPANY INC
CONTRIBUTING EMPLOYER0
DUNLEAVY EXCAVATING & DEMO
CONTRIBUTING EMPLOYER0
E KING CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
ENVIRONMENTAL CLEANSING CORP
CONTRIBUTING EMPLOYER0
G & M CEMENT CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
GAVITA CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
GLANDER PAVING CO
CONTRIBUTING EMPLOYER0
GLOBE CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
GRAVELTRON INC
CONTRIBUTING EMPLOYER0
H WIGBOLDY & SONS INC
CONTRIBUTING EMPLOYER0
HENEGHAN WRECKING
CONTRIBUTING EMPLOYER0
HENKELS & MC COY INC
CONTRIBUTING EMPLOYER0
IWEMA EXCAVATING & CONTRACTING
CONTRIBUTING EMPLOYER0
J A JOHNSON PAVING COMPANY
CONTRIBUTING EMPLOYER0
J E K TRUCKING CO INC
CONTRIBUTING EMPLOYER0
JDL HAULING INC
CONTRIBUTING EMPLOYER0
JG DEMO INC
CONTRIBUTING EMPLOYER0
JNS INC
CONTRIBUTING EMPLOYER0
K & A TRUCKING
CONTRIBUTING EMPLOYER0
K-FIVE CONSTRUCTION CORP
CONTRIBUTING EMPLOYER0
LENNY HOFFMAN EXCAVATING INC
CONTRIBUTING EMPLOYER0
LINDAHL BROTHERS
CONTRIBUTING EMPLOYER0
LISA TRUCKING INC
CONTRIBUTING EMPLOYER0
LMG TRUCKING LLC
CONTRIBUTING EMPLOYER0
LORIG CONST
CONTRIBUTING EMPLOYER0
MC CLENDON TRUCKING INC
CONTRIBUTING EMPLOYER0
MEADE INC
CONTRIBUTING EMPLOYER0
MICHAEL KEANE ENTERPRISESINC
CONTRIBUTING EMPLOYER0
MQ CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
MT SERVICES INC
CONTRIBUTING EMPLOYER0
NASH BROTHERS CONSTR CO
CONTRIBUTING EMPLOYER0
NATIONAL WRECKING COMPANY
CONTRIBUTING EMPLOYER0
ORANGE CRUSH LLC
CONTRIBUTING EMPLOYER0
PAVESTAR INC
CONTRIBUTING EMPLOYER0
PAVICHOS TRUCKING INC
CONTRIBUTING EMPLOYER0
PLOTE CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
QUALITY PAVING INC
CONTRIBUTING EMPLOYER0
R ORSTROM ENTERPISES INC
CONTRIBUTING EMPLOYER0
R W COLLINS INC
CONTRIBUTING EMPLOYER0
RJ HARMS TRUCKING & EXCAVAT
CONTRIBUTING EMPLOYER0
RELIABLE CONTR & EQUIP CO
CONTRIBUTING EMPLOYER0
REYNAGA BROS CONSTRUCTION CORP
CONTRIBUTING EMPLOYER0
RICO ENTERPRISES INC
CONTRIBUTING EMPLOYER0
ROSSI CONTRACTORS INC
CONTRIBUTING EMPLOYER0
ROY'S PAVING & SEALCOATING CO
CONTRIBUTING EMPLOYER0
SCHUEPFER INC
CONTRIBUTING EMPLOYER0
SHEPLEY MOTOR EXPRESS INC
CONTRIBUTING EMPLOYER0
SILVESTRI PAVING COMPANY
CONTRIBUTING EMPLOYER0
SONICAN TRUCKING INC
CONTRIBUTING EMPLOYER0
STRADA CONSTRUCTION
CONTRIBUTING EMPLOYER0
T & D EXCAVATION & GRADING INC
CONTRIBUTING EMPLOYER0
T-CAT ENTERPRISE INC
CONTRIBUTING EMPLOYER0
TAYLOR EXCAV & WRECKING INC
CONTRIBUTING EMPLOYER0
TEAMSTER LOCAL 731 LMCC TA
CONTRIBUTING EMPLOYER0
THE PATCHING PEOPLE INC
CONTRIBUTING EMPLOYER0
TROCH-MCNEIL PAVING COMPANY
CONTRIBUTING EMPLOYER0
WE O'NEIL CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
WESTERN UTILITY CONTRACTORS
CONTRIBUTING EMPLOYER0
C & V TRANSPORT INC
CONTRIBUTING EMPLOYER0
C D R TRANSPORT INC
CONTRIBUTING EMPLOYER0
CARRILLO TRUCKING INC
CONTRIBUTING EMPLOYER0
ROCOO TRANSPORT CORP
CONTRIBUTING EMPLOYER0
WAYNE'S TRUCKING LLC
CONTRIBUTING EMPLOYER0
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 SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd