2025-09-09T11:07:27-05:00 2024-10-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2023-11-01 366121856 OEU-965 HEALTH BENEFIT PLAN OEU- 2175289659 3520 EAST COOK STREET SPRINGFIELD IL 62703 JASON RHOADES CHAIRMAN 2175289659 2025-09-09 1 0 MALLORY BROWN P01970498 3096822001 2025-09-09 2023 2025-03-06 01:10:19Z JASON RHOADES 3520 EAST COOK STREET SPRINGFIELD IL 62703 30979236 0 X N/A X 1963 IL TO PROVIDE HEALTH AND TEMPORARY DISBAILITY BENEFITS TO QUALIFIED PARTICIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE. 6 6 0 0 0 0 0 0 14866398 17376748 874446 2599965 0 147189 15740844 20123902 0 0 12335397 13360972 0 0 0 0 0 1791829 671875 14127226 14032847 1613618 6091055 24203540 33278209 1098996 2039619 23104544 31238590 TO PROVIDE HEALTH AND TEMPORARY DISBAILITY BENEFITS TO QUALIFIED PARTCIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE. 0 0 PROVIDE HEALTH AND TEMPORARY DISBAILITY BENEFITS TO ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 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 3 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFITS MANGAEMENT GROUP INC 6304720626 625 ENTERPRISE DRIVE OAK BROOK IL 60523 X JASON RHOADES CHAIRMAN 1.00 X X 0 0 0 STEVE HALVERSON SECRETARY/TREASURER 1.00 X X 0 0 0 ROBERT BRUNER TRUSTEE 1.00 X 0 0 0 LEE PETERS TRUSTEE 1.00 X 0 0 0 TRUMAN FLATT III TRUSTEE 1.00 X 0 0 0 CHRIS ARNOLD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH STREET CHICAGO IL 60601 PROCESSING OF CLAIMS 314294 BENEFIT MANAGEMENT GROUP INC 625 ENTERPRISE DRIVE OAKBROOK IL 60523 PLAN ADMINISTRATOR 259274 2 CONTRIBUTIONS-PARTICIPATING EMPLO 900099 15726047 15726047 CONTRIBUTIONS-PARTICIPANTS 900099 1650701 1650701 17376748 776973 776973 12678326 10855334 1822992 1822992 1822992 LEGAL FEES AND AUDIT RECOVERIES 900099 108595 108595 LIQUIDATED DAMAGES 900099 25383 25383 SUBROGATION 900099 10652 10652 2559 2559 147189 20123902 17523937 0 2599965 13360972 255000 60831 65735 110121 140072 13939 8509 BANK FEES 14818 PCORI FEE 2850 14032847 1914304 1661085 678833 920982 1583135 2540656 3050 87496 20024218 28067990 24203540 33278209 100996 697386 222233 998000 1120000 1098996 2039619 X 23104544 31238590 23104544 31238590 24203540 33278209 6091055 2042991 0 X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT REPORTED 1120000 1120000 X 22056772 2042991 2042991 20013781 110121 110121 20123902 13800726 0 13800726 110121 122000 232121 14032847 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN OCTOBER 1985, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2024 AND 2023, THERE ARE 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT NOT REPORTED FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS CONTRACTED BENEFITS MANAGEMENT GROUP, INC TO ACT AS A THIRD PARTY ADMINISTRATOR. THEY PERFORM ALL MANAGERIAL AND ADMINISTRATIVE DUTIES. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTANT SENDS THE COMPLETED 990 TO THE CHAIRMAN. HE THEN REVIEWS AND SIGNS THE FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW EMPLOYEE OR MEMBER OF THE BOARD MUST REVIEW THE CONFLICT OF INTEREST POLICY AND DETAIL ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD BE CONSIDERED A CONFLICT OF INTEREST. ADDITIONALLY, THIS POLICY MUST BE REVIEWED AND FILLED OUT AGAIN BY EMPLOYEES OR BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MADE AVAILABLE UPON REQUEST. 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