2021-09-29T10:41:55-05:00 2021-04-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET STE 300 MINNEAPOLIS MN 55402 990 2020-05-01 237004205 UA LOCAL UNION NO 125 H&W FUND HEAL 3193627977 1831 16TH AVE SW CEDAR RAPIDS IA 52404 BRET BRECKE CHAIRMAN OF THE BOARD 3193627977 2021-09-29 1 BRET BRECKE 999009999 STACY MEYER P00970265 6123764500 2021-09-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRET BRECKE 1831 16TH AVE SW CEDAR RAPIDS IA 52404 19684937 0 X N/A X 1967 IA PROVIDE HEALTH & WELFARE BENEFITS FOR MEMBERS 8 0 0 11 0 0 0 0 16118675 17302876 627369 414277 0 0 16746044 17717153 0 0 14861824 13275245 0 0 0 0 0 1207874 1105761 16069698 14381006 676346 3336147 20142387 27983644 83927 118007 20058460 27865637 PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS FOR APPROXIMATELY 814 MEMBERS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 106 0 0 0 0 0 0 0 0 0 0 X 8 0 0 1 1 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X EASTERN IOWA FRINGE BENEFIT FUNDS INC 3193626062 1831 16TH AVE SW CEDAR RAPIDS IA 52404 MICHAEL SADLER II LABOR TRUSTEE 1.00 40.00 X 0 102212 32537 BRUCE BECKMAN LABOR TRUSTEE 1.00 40.00 X 0 94299 30554 BRIAN MARTIN LABOR TRUSTEE 1.00 40.00 X 0 81483 26375 DUSTIN ASHMORE LABOR ALTERNATE 1.00 40.00 X 0 0 0 MIKE MACHULA MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 SCOT STOLTENBERG MANAGEMENT ALTERNATE 1.00 40.00 X 0 0 0 TAMMY MUSSER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 KEN BURNS MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 MIKE SMITH MANAGMENT ALTERNATE 1.00 40.00 X 0 0 0 BRET BRECKE CHAIRMAN 1.00 40.00 X X 0 0 0 JOE OCKENFELS SECRETARY 1.00 40.00 X X 0 0 0 0 277994 89466 0 0 0 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 ADMINISTRATIVE SERVICES 351259 EASTERN IOWA FRINGE BENEFIT FUNDS INC 1831 16TH AVE SW CEDAR RAPIDS IA 52404 ADMINISTRATIVE SERVICES 273390 REINHART BOEMER VAN DEUREN SC 80 SOUTH 8TH STREET SUITE 900 MINNEAPOLIS MN 55402 LEGAL SERVICES 240518 3 CONTRIBUTIONS 525100 17302876 17302876 17302876 582061 582061 1800000 1967784 -167784 -167784 -167784 17717153 17302876 0 414277 13275245 250588 85600 24050 64814 3037 254200 13367 MEDICAL ADMINISTRATIVE 405548 MISCELLANEOUS 2672 MEMBERSHIP DUES AND SUB 1465 BANK EXPENSES 210 210 14381006 X 1634 50452 666929 1729886 1424902 2022876 8131 5676 117593 117593 0 0 18068984 24174979 -28193 -225 20142387 27983644 51834 93375 32093 24632 83927 118007 X 0 0 0 0 20058460 27865637 20058460 27865637 20142387 27983644 3336147 4471030 0 X 0 1 X 1 0 13293 13293 0 104300 104300 0 0 X 22465644 4511662 260879 4772541 17693103 24050 24050 17717153 14658467 555711 555711 14102756 24050 254200 278250 14381006 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM WHOLLY OWNED CORPORATION THAT FILES A SEPARATE TAX RETURN 260,879. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM WHOLLY OWNED CORPORATION THAT FILES A SEPARATE TAX RETURN 555,711. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEE PAID TO WHOLLY OWNED CORPORATION 254,200. FORM 990, PART VI, SECTION A, LINE 3 EASTERN IOWA FRINGE BENEFIT FUNDS, INC WAS DELEGATED CONTROL OVER THE MANAGEMENT DUTIES AS PLAN ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 4 THE PLAN WAS AMENDED AND RESTATED EFFECTIVE MAY 1, 2020. MODIFICATIONS TO THE HEALTH PLAN AFFECTED DEDUCTIBLES, COINSURANCE, COST-SHARING, ELIGIBILITY, AND DRUG COVERAGES. FORM 990, PART VI, SECTION A, LINE 7A FOUR OF THE TRUSTEES ARE DESIGNATED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF IOWA, INC. FOUR OF THE TRUSTEES ARE DESIGNATED BY THE CEDAR RAPIDS LOCAL 125 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT RETURN WILL BE PROVIDED TO THE ORGANIZATION'S TRUSTEES. ONCE QUESTIONS ARE RESOLVED THE ORGANIZATION'S INDEPENDENT TAX PREPARER, CLIFTONLARSONALLEN LLP, WILL ELECTRONICALLY FILE THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN THE GUIDLINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICT OF INTEREST. CONFLICTS MUST BE REPORTED TO THE BOARD. EACH TRUSTEE IS REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT THE TRUSTEE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD IT, AGREES TO COMPLY WITH IT, AND HAS DISCLOSED ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST WHICH THE TRUSTEE IS AWARE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART X, LINE 15 THE AMOUNT REPORTED OF -117 IS NEGATIVE STOCKHOLDER'S EQUITY IN THEIR FULLY OWNED SUBSIDIARY, EASTERN IOWA FRINGE BENEFITS FINDS, INC. LOCAL UNION NO 125 JATC FUND 5101 J STREET SW CEDAR RAPIDS IA 52404 426235695 SCHOOL/TRAINING CENTER IA 501(C)(3) LINE 2 N/A 0 UNITED ASSOCIATION OF JOURNEYMEN 125 PLUMBERS & PIPEFITTERS 1839 16TH AVENUE SW CEDAR RAPIDS IA 52404 420573285 UNION HALL IA 501(C)(5) N/A 0 UA LOCAL 125 RETIREMENT SAVINGS PLAN 1831 16TH AVENUE SW CEDAR RAPIDS IA 52404 421497403 RETIREMENT IA 401(A) N/A 0 UA LOCAL UNION NO 125 VACATION FUND 1831 16TH AVENUE SW CEDAR RAPIDS IA 52404 421360694 VACATION IA 501(C)(5) N/A 0 AC CONTRACTING LLC JOHNSON CONTROLS GWS LLC JETT'S SPECIALTY CONTRACTING LLC PLIBRICO COMPANY LLC RIVER TOWN PLUMBING LLC WEITZ COMPANY LLC EASTERN IOWA FRINGE BENEFITS FUND INC 1831 16TH AVE SW CEDAR RAPIDS IA 52404 421395230 THIRD PARTY ADMINISTRATOR IA UA LOCAL UNION NO 125 H&W FUND C 566111 53877 1.00000 1 AAA MECHANICAL CONTRACTORS ACE REFRIGERATION INC ALL TEMP REFRIGERATION INC BAKER GROUP BILFINGER INDUSTRIAL SERVICES BOWKER MECHANICAL CONTRACTORS BRECKE BG INC CLIMATE ENGINEERS INC CRAWFORD COMPANY DAY MECHANICAL SYSTEMS INC DPT GROUP FRANK MILLARD & CO GEORGE KONDORA PLUMBING HANNA PLUMBING & HEATING INC HUSSMAN SERVICES ILTEN'S INC MARICK INC MCCANN MECHANICAL INC MECHANICAL SERVICE INC MILLWRIGHT SERVICE INC MMC MECHANICAL CONTRACTORS INC MODERN PIPING INC PETERSEN PLUMBING & HEATING PINNACLE PLUMBING PIPE PRO INC PIRKL PLUMBING & HEATING PORTZEN CONSTRUCTION INC PRIME MECHANICAL INC RMB CO INC ROSS L W & SONS RYAN & ASSOCIATES-BURLINGTON AREA SEITHER & CHERRY COMPANY TWEETGAROT WALDINGER CORPORATION WINGER CONTRACTING CO WINONA CONTROLS - DUBUQUE CR MEYER AND SONS COMPANY ERICKSON PLUMBING & HEATING GARTNER REFRIG & MANUFACTURING ICE BUILDERS INC P1 GROUP INC RAGAN MECHANICAL STAINLESS SPECIALISTS INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 EASTERN IOWA FRINGE BENEFIT FUNDS R 254200 CASH TRANSFERRED EASTERN IOWA FRINGE BENEFIT FUNDS S 15160367 EMPLOYER CONTRIBUTIONS