2025-02-03T12:45:35-06:00 2024-05-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-06-01 510210922 NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND NATI 9528540795 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 JOHN PLESCIA TRUSTEE 9528540795 2025-02-03 1 0 MICHAEL F TIBERI P01655011 3123680500 2025-02-03 2023 2025-03-06 01:10:19Z JOHN PLESCIA 3001 METRO DRIVE 500 BLOOMINGTON MN 55425 17909000 0 X WWW.NATIONALROOFERSHEALTH.COM X 1976 MN TO PROVIDE HEALTH BENEFITS 6 3 0 0 0 0 0 0 11465671 11755863 796269 1029114 0 290 12261940 12785267 0 0 7295411 10153345 0 0 0 0 0 557016 539933 7852427 10693278 4409513 2091989 29435272 32905095 14913 8767 29420359 32896328 PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X WILSON MCSHANE CORP 9528540795 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 JOHN PLESCIA TRUSTEE 1.00 X 0 0 0 JEFFREY EPPENSTEIN TRUSTEE 1.00 35.00 X 0 187147 56897 KINSEY ROBINSON TRUSTEE 1.00 13.00 X 0 162591 31240 MITCHELL TERHAAR TRUSTEE 1.00 35.00 X 0 354372 74600 DENNIS CONWAY TRUSTEE 1.00 X 0 0 0 LYNN PRICE TRUSTEE 1.00 X 0 0 0 0 704110 162737 0 0 1 0 CIGNA 8505 EAST ORCHARD ROAD GREENWOOD VILLAGE CO 80111 MEDICAL PPO PROVIDER 329150 WILSON MCSHANE CORPORATION 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 THIRD PARTY ADMINISTRATOR 294000 2 EMPLOYER CONTRIBUTIONS 900099 11317092 11317092 PRESCRIPTION DRUG REBATES 900099 386367 386367 PARTICIPANT CONTRIBUTIONS 900099 40359 40359 STOP LOSS REFUNDS 900099 12045 12045 11755863 1124367 1124367 5028480 5123733 -95253 -95253 -95253 CLASS ACTION SETTLEMENT 900099 290 290 290 12785267 11755863 0 1029404 10153345 301500 19856 36598 30300 86916 3385 23675 14964 MISCELLANEOUS 18057 FEES MANDATED BY ACA 4682 10693278 1924157 1327912 1682599 1188990 1398072 1213680 19788712 25996421 4641732 3178092 29435272 32905095 14913 8767 14913 8767 X 0 0 0 0 29420359 32896328 29420359 32896328 29435272 32905095 2091989 1383980 0 X 0 1 X 1 0 0 CLOSED END INVESTMENT COMPANIES 2286815 F COMMINGLED MORTGAGE FUND 891277 F 3178092 X 14138947 1383980 1383980 12754967 30300 30300 12785267 10662978 0 10662978 30300 30300 10693278 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. 0 0 0 MITCHELL TERHAAR TRUSTEE 0 223191 0 0 0 131181 0 33479 0 41121 0 428972 0 0 JEFFREY EPPENSTEIN TRUSTEE 0 173593 0 0 0 13554 0 26039 0 30858 0 244044 0 0 KINSEY ROBINSON TRUSTEE 0 65576 0 0 0 97015 0 9836 0 21404 0 193831 0 0 FORM 990, PART VI, SECTION A, LINE 3 WHILE THE BOARD OF TRUSTEES RETAINS THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO WILSON MCSHANE CORP, AS THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S ENTIRE GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C FUND PERSONNEL HAVE THE CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IN ANY DETERMINATION BY THE TRUSTEES OF A CONFLICT OF INTEREST, THE PERSON WITH THE CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND DETERMINATION OF SUCH CONFLICT. DISCLOSURE OF A CONFLICT OF INTEREST SHOULD BE MADE TO THE ADMINISTRATIVE MANAGER, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, WHO SHALL BRING THESE MATTERS TO THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE FUND. THE DECISION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN SHALL BE THE WELFARE OF THE PLAN AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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