2022-06-29T12:54:17-05:00 2021-10-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2020-11-01 362265130 CONSTRUCTION INDUSTRY WELFARE FUND OF ROCKFORD ILLINOIS CONS 8153974267 1322 EAST STATE STREET ROCKFORD IL 61104 ART STURMS TRUSTEE 8153974267 2022-06-29 1 ART STURMS 999009999 BRANDON WOLBER P01460460 3123680500 2022-06-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ART STURMS 1322 EAST STATE STREET ROCKFORD IL 61104 20262083 0 X N/A X 1954 IL TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS. 6 0 35 0 46165 0 0 0 18768429 17977406 285975 231865 123128 102235 19177532 18311506 0 0 17702194 18969980 135116 183349 0 0 0 642189 661340 18479499 19814669 698033 -1503163 22317846 21251972 1014682 1239687 21303164 20012285 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS, LIFE, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 1 0 1 0 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 X 3 0 1 35 1 1 1 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X SHELLI MCPEEK - ADMINISTRATOR 8153974267 1322 EAST STATE STREET ROCKFORD IL 61104 ART STURMS LABOR CO-CHAIR 3.00 40.00 X 0 124043 51214 RICHARD BOYD LABOR TRUSTEE 3.00 40.00 X 0 101688 67771 DAVID ANSPAUGH MGMT - CO-CHAIR 3.00 40.00 X 0 133606 24175 BRUCE WERNING LABOR TRUSTEE - NEW 3.00 40.00 X 0 163746 94364 DANIEL JANSEN LABOR TRUSTEE -PAST 3.00 40.00 X 0 129855 46387 JEFF BOCKHOP MGMT TRUSTEE 3.00 X 0 0 0 GLEN TURPOFF MGMT TRUSTEE 3.00 5.00 X 0 12000 0 SHELLI MCPEEK ADMINISTRATOR 40.00 X 69167 0 29531 69167 664938 313442 0 0 1 0 GROUP ADMINISTRATORS LTD 915 NATIONAL PARKWAY SUITE F SCHAUMBURG IL 60173 THIRD PARTY ADMINISTRATOR 366150 HINES & ASSOCIATES PO BOX 0327 ELGIN IL 60121 UTILIZATION REVIEW 129887 2 CONTRACTOR CONTRIBUTIONS 900099 16839381 16839381 PARTICIPANT CONTRIBUTIONS 900099 1138025 1138025 17977406 205782 205782 1976660 1950577 26083 26083 26083 SHARED SERVICES 900099 56008 56008 PROCESSING FEES 900099 46165 46165 CLASS ACTION SETTLEMENT PROCEEDS 900099 62 62 102235 18311506 17977406 46165 287935 18969980 100949 46365 4152 22697 9186 356986 53537 110107 73850 21572 3657 19213 66 1075 15679 FEES MANDATED BY THE AC 5598 19814669 1461986 1625139 10503973 8482220 2840537 3054059 18528 6359 3140 3233 43418 34329 10164 9089 7475562 8059381 3956 12492 22317846 21251972 11990 29288 103843 99426 389965 507161 508884 603812 1014682 1239687 X 0 0 0 0 21303164 20012285 21303164 20012285 22317846 21251972 -1503163 212284 0 X 0 1 X 1 0 0 1 X 10977 3659 7318 32441 30670 1771 9089 EMPLOYER RECIPROCAL CONTRIBUTIONS 603812 603812 X 18523790 212284 212284 18311506 0 18311506 19814669 0 19814669 0 19814669 PART IV, LINE 2B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A LOCKBOX ARRANGEMENT AND TRANSFERRED INTO A SEGREGATED CHECKING ACCOUNT HELD BY THE PLAN UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 BRUCE WERNING LABOR TRUSTEE - NEW 0 162413 0 0 0 1333 0 75446 0 18918 0 258110 0 0 DANIEL JANSEN LABOR TRUSTEE -PAST 0 129855 0 0 0 0 0 24211 0 22176 0 176242 0 0 ART STURMS LABOR CO-CHAIR 0 124043 0 0 0 0 0 25958 0 25256 0 175257 0 0 RICHARD BOYD LABOR TRUSTEE 0 101388 0 0 0 300 0 45463 0 22308 0 169459 0 0 DAVID ANSPAUGH MGMT - CO-CHAIR 0 133606 0 0 0 0 0 1910 0 22265 0 157781 0 0 FORM 990, PART V, LINE 2A THE NUMBER OF MEMBERS REPORTED ON LINE 2A INCLUDES PARTICIPANTS RECEIVING LOSS OF TIME BENEFITS. FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH GROUP ADMINISTRATORS, LTD TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFIT TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE CO-CHAIRMEN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT OF INTEREST POLICY - THE FUND IS A WELFARE BENEFIT PLAN GOVERNED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). UNDER ERISA, IT IS THE CONTINUING RESPONSIBILITY OF EACH MEMBER OF THE BOARD OF TRUSTEES TO REVIEW TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST, IMMEDIATELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AND TAKE APPROPRIATE ACTION UPON DISCOVERY OF ANY SUCH CONFLICTS. TO ASSIST THE TRUSTEES IN IDENTIFYING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, THE FUND DISTRIBUTES TO EACH TRUSTEE AN ANNUAL QUESTIONNAIRE REQUESTING INFORMATION REGARDING INTERESTS THAT COULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. 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