2022-03-07T15:42:59-06:00 2021-05-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE STREET SUITE 310 CHICAGO IL 60606 990 2020-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 PAUL WENDE TRUSTEE 6304720627 2022-03-07 1 PAUL WENDE 999009999 HOWARD SIMON P00158008 3126550037 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL WENDE 1520 KENSINGTON NO 200 OAKBROOK IL 60523 49661437 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 3 497 0 0 5534 0 0 24503948 23082035 3748584 5777099 12000 50489 28264532 28909623 0 0 19582248 27387067 14880 17558 0 0 0 1649037 2629106 21246165 30033731 7018367 -1124108 104256159 121630364 21842642 24671434 82413517 96958930 X TO PROVIDE MEDICAL, DENTAL, VISION, DISABILITY, DEATH AND OTHER WELFARE BENEFITS 0 1 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. A TEMPORARY SUPPLEMENTAL UNEMPLOYMENT AND SICKNESS BENEFIT WAS IMPLEMENTED EFFECTIVE MARCH 23, 2020 AND ENDED EFFECTIVE 12/31/20. THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 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 8 0 1 497 1 1 1 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRIS KRZYSKO AT BENEFITS MGMT GROUP 6304720627 1520 KENSINGTON OAKBROOK IL 60523 MICHAEL SWANBERG TRUSTEE 3.00 X 0 0 0 PAUL WENDE CHAIRMAN 3.00 40.00 X 0 186134 146601 TIM BELL TRUSTEE 3.00 X 0 0 0 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 162215 134679 MARK LABUZ TRUSTEE 3.00 X 0 0 0 DAVE MURRAY TRUSTEE 3.00 40.00 X 0 163642 134679 0 511991 415959 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 898747 FIRST LIGHT FOCUS FUND LP 3300 EDINBOROUGH WAY SUITE 201 EDINA MN 55435 INVESTMENT MGMT FEES - LTD PARTNERSHIP 779170 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 367135 3 EMPLOYER CONTRIBUTIONS 900099 21787497 21787497 EMPLOYEE CONTRIBUTIONS 900099 1186539 1186539 MEDICARE PART D SUBSIDY 900099 107999 107999 23082035 2055173 2055173 24473740 20751814 3721926 3721926 3721926 LIQUIDATED DAMAGES 900099 50489 50489 50489 28909623 23132524 0 5777099 27387067 17558 327492 43634 28894 1060911 1061752 94082 5518 ACA FEES 6823 30033731 3416290 4357442 1576307 2589362 2021071 2357408 86143257 93889376 10946054 18099594 153180 337182 104256159 121630364 151305 155614 21691337 24515820 21842642 24671434 X 0 0 0 0 82413517 96958930 82413517 96958930 104256159 121630364 -1124108 15669521 0 X X 0 1 X 1 0 0 FIRST LIGHT FOCUS FUND, LIMITED PARTNERSHIP 18099594 F 18099594 EXTENDED ELIGIBILITY 4124938 CLAIMS INCURRED BUT NOT PAID 13282000 ACCUMULATED MRA ACCOUNT BALANCES 7108882 24515820 X 43410234 15669521 15669521 27740713 1060911 107999 1168910 28909623 26040338 0 26040338 1060911 2932482 3993393 30033731 PART X, LINE 2: AS OF MAY 31, 2021, THERE WERE NO UNCERTAIN TAX 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, 2021, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 107,999. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 2,824,483. MEDICARE PART D SUBSIDY 107,999. 0 0 0 PAUL WENDE CHAIRMAN 0 184699 0 0 0 1435 0 118539 0 28062 0 332735 0 0 DAVE MURRAY TRUSTEE 0 161624 0 0 0 2018 0 106674 0 28005 0 298321 0 0 JACK CANNIFF TRUSTEE 0 161602 0 0 0 613 0 106674 0 28005 0 296894 0 0 FORM 990, PART III, LINE 3 AS A RESULT OF THE IMPACT OF COVID-19 TO THE MEMBERSHIP, THE PLAN ADDED A TEMPORARY SUPPLEMENTAL UNEMPLOYMENT AND SICKNESS BENEFIT EFFECTIVE MARCH 23, 2020 IN THE AMOUNT OF $375/WEEK WITH A LIFETIME MAXIMUM OF $4,500 TO MEMBERS THAT MET THE ELIGIBILITY REQUIREMENT. THIS BENEFIT ENDED EFFECTIVE 12/31/20. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP, INC. 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 ADMINISTRATOR 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 A WRITTEN POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE U.S. 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 U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. IRONWORKERS LOCAL 63 PENSION FUND 1520 KENSINGTON SUITE 200 OAKBROOK IL 60523 363519910 PENSION FUND IL 401 (A) 0 IRONWORKERS LOCAL 63 UNION 2525 W LEXINGTON STREET BROADVIEW IL 60153 360743355 LABOR UNION IL 501(C)(5) 0 IRONWORKERS LOCAL 63 TRAINING SCHOOL 2523 W LEXINGTON STREET BROADVIEW IL 60153 362365717 TRAINING IL 501(C)(5) 0 3F CORPORATION 4-S ERECTION INC A THRU Z CONSULTING & DISTRIBUTING INC ACORN FENCE & CONSTRUCTION INC ACSEM INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC AJAY GLASS & MIRROR CO ALDRIDGE ELECTRIC ALL J STEEL INC ALLEN ARCHITECTURAL METALS INC ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC ALUMINUM SERVICES INC ANAGNOS DOOR CO INC ARCHITECTURAL SYSTEMS INC ARCORP STRUCTURES LLC ARCWALL AREA ERECTORS INC ARNING COMPANIES INC ASC WINDOW CORPORATION AUTOMATIC DOORS INC BAKES STEEL ERECTORS INC BAM DECKING INC BARTON MALOW COMPANY BCBM LLC BENSON INDUSTRIES INC BEVERLY GLASS SERVICES BILL WELDING & FAB DBA BWF CONSTRUCTION BLUE SKY LLC BUILDERS CHICAGO CORP BUILT BEST FENCE CO INC C & B GLASS INC CAPUTO STEEL ERECTORS LLC CHICAGO FLYHOUSE INC CHICAGO HEIGHTS GLASS INC CHICAGO ORNAMENTAL IRON INC CHRISTOPHER GLASS & ALUMINUM CHRISTOPHER GLASS SERVICES INC CK II CONTRACTING INC COMPLETE CANOPY SERVICES INC COMPOSITE STEEL PRODUCTS INC CONDOR ERECTION CONTRACT GLAZIERS INC CONVEYOR SPECIALTIES INC CORE ERECTORS IL LLC CORSETTI STRUCTURAL STEEL INC CROWN CORR INC D & M ARCHITECTURAL METALS INC DALTON FENCE LLC DEPASQUALE STEEL ERECTORS INC DIVERSIFIED CONSTRUCTION SERVICES LLC DOOR SERVICE INC DOOR SYSTEMS INC DUBURG IRON WORKS INC DUPAGE OVERHEAD DOORS INC ELITE IRONWORKS INC EM III ARCHITECTURAL FEDERAL RENT -A- FENCE FENCE PLUS INC FLYNN FENCE & SUPPLY CO FUTURE FENCE COMPANY GATEWAY GLAZING INC GAUTHIER GLASS LLC GLASS DESIGNERS INC GMSGLASS MANAGEMENT SERVICES GONZALEZ IRON WORKS GRAND STAGE CO INC GREAT LAKES STEEL ERECTION INC GUARDIAN CONSTRUCTION PRODUCTS INC HAMPTON IRONWORKS INC HARMON INC HART ERECTORS INC HOBBS OVERHEAD DOORS INC HOUSE OF DOORS INC IG COMMERCIAL INC ILLIANA REMEDIAL ACTION INC ILLINOIS CONTRACT GLAZING INC IMPACT IRON LLC IMPERIAL CONSTRUCTION ASSOC INC INDEPENDENT MECHANICAL INDUSTRIES INC INDUSTRIAL DOOR CO OF CHG INDUSTRIAL FENCE INC INDUSTRIAL MATERIAL SUPPLY IN-LINE FENCE & FABRICATING CO IRONCLAD COMPANY LLC IWEISS INC JB ERECTORS INC JP CULLEN & SONS INC K & K IRON WORKS INC KOLAR STEEL CONSTRUCTION INC KUJO INC KURE STEEL ERECTORS INC L & M WELDING INC LANE SUPPLY INC LEECO CONSTRUCTION INC LEECO CONSULTANTS INC LEGNA IRON WORKS INCLEGNA INSTALLERS LOUIS HOFFMANN CO M&M STEEL ERECTORS LLC MECCOR INDUSTRIES LTD MECHANICAL & INDUSTRIAL STEEL MID AMERICA STEEL ERECTORS INC MID-STATES GLASS & METAL MIDWEST CANOPY SPECIALISTS LLC MIDWEST FENCE CORP MIDWEST SKYLITE SYSTEMS MISSOURI CANOPIES & CONSTRUCTION INC MJ ERECTORS INC MORCOM CONSTRUCTION CO MTH INDUSTRIES MVP SITE WORKS INC NATHAN LINN & SONS INC NATIONAL ENCLOSURE COMPANY LLC NATIONAL SPORTS NETS LLC NEW HORIZON STEEL NICKS METAL FABRICATING & SONS INC NORTH CHICAGO IRON WORKS NORTHERN CONTRACTING INC NORTHERN ILLINOIS FENCE INC NPSG GLOBAL LLC ORNOFF'S WELDING DBA OWS ENT INC P & P ARTEC INC PACIFIC FENCE INC PERMASTEELISA NORTH AMERICA CORP PIERINI IRON WORKS INC PIQUA STEEL COMPANY PORTA-WELD INC PRIME ARCHITECTURAL METAL & GLASS INC PRIMERA IRON WORKS PRO FENCE II INC QUINCO STEEL INC R & I ORNAMENTAL IRON INC REFLECTION WINDOW COMPANY LLC ROCKET FENCE RWC CONSTRUCTION LLC SCHAAF GLASS COMPANY SCHMIDT STEEL INC SECURITY DOOR INC SERVIN UNION FENCE LLC SPECIALTY CONSTRUCTION LLC STAIR ONE INC STEVENS ENGINEERS & CONSTRUCTORS STOREY FASCIA LLC STRATA CONTRACTORS LTD STRUCTURAL STRATEGIES INC SUMMIT ARCHITECTURAL METALS LLC TAYLOR ELECTRIC COMPANY THE BARTECH GROUP UNDERLAND ARCH SYSTEMS UNITY FENCING COMPANY VEI SOLUTIONS INC WASHINGTON CONSTRUCTION CO LLC WEILAND STEEL INC WEITZ INDUSTRIAL LLC WESTERN ARCHITECTURAL IRON COMPANY WILLIAM STEEL ERECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0