2025-09-16T14:45:03-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 362226396 ROOFERS UNION WELFARE TRUST FUND ROOF 8478271029 2021 SWIFT DRIVE B OAK BROOK IL 60523 GARY MENZEL TRUSTEE 8478271029 2025-09-16 1 0 MICHAEL TIBERI P01655011 3123680500 2025-09-16 2024 2025-03-06 01:10:19Z GARY MENZEL 2021 SWIFT DRIVE B OAK BROOK IL 60523 69344436 0 X N/A X 1950 IL PROVIDE HEALTH BENEFITS 6 3 0 0 0 0 0 0 38140311 38158092 1133156 5096624 1181109 1036 40454576 43255752 0 0 35469586 36979969 11623 8441 0 0 0 2888481 4308306 38369690 41296716 2084886 1959036 106675015 112501569 85783 131730 106589232 112369839 HEALTH BENEFIT FUND 0 0 PROVIDE MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 1 866 0 1 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 0 1 0 0 0 X WILSON MCSHANE CORP 8478271029 2021 SWIFT DRIVE STE B OAK BROOK IL 60523 LAWRENCE GNAT TRUSTEE (PAST) 1.50 40.00 X 0 158251 56994 TRAVIS GORMAN TRUSTEE 1.50 40.00 X 0 154409 56994 MARK MORAN TRUSTEE 1.50 6.30 X 0 0 0 MARK DUFFY TRUSTEE 1.50 6.30 X 0 0 0 GARY MENZEL TRUSTEE 1.50 40.00 X 0 192456 56994 GEORGE PATTERSON TRUSTEE 1.50 6.30 X 0 0 0 RICH COLUZZI TRUSTEE (NEW) 1.50 40.00 X 0 154579 56994 0 659695 227976 0 0 1 0 LABOR FIRST 1000 MIDLANTIC DRIVE MOUNT LAUREL NJ 08054 RETIREE HEALTHCARE PROVIDER 1287127 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 985247 WILSON MCSHANE CORPORATION 1431 OPUS PLACE SUITE 350 DOWNERS GROVE IL 60515 THIRD PARTY ADMINISTRATOR 871390 JOHNSON & KROL 311 S WACKER DRIVE SUITE 1050 CHICAGO IL 60606 ATTORNEY 205939 4 EMPLOYER CONTRIBUTIONS 900099 38037122 38037122 PARTICIPANT CONTRIBUTIONS 900099 120970 120970 38158092 1732478 1732478 29452830 26088684 3364146 3364146 3364146 SUBROGATION REIMBURSEMENT 900099 1036 1036 1036 43255752 38158092 0 5097660 36979969 8441 871390 273783 61755 202129 2789850 31552 33129 25383 FEES MANDATED BY ACA 19335 41296716 6309315 6780353 5456814 5433943 3894468 3562781 55945414 61174978 35069004 35549514 106675015 112501569 70405 114373 15378 17357 85783 131730 X 0 0 0 0 106589232 112369839 106589232 112369839 106675015 112501569 1959036 3821571 0 X 0 1 X 1 0 0 POOLED FUNDS 26506511 F REAL ESTATE INVESTMENT FUND 4557277 F PARTNERSHIP 2428417 F POOLED SEPARATE ACCOUNT 2057309 F 35549514 FEES MANDATED BY ACA 17357 17357 X 46875194 3821571 3821571 43053623 202129 202129 43255752 41094587 0 41094587 202129 202129 41296716 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 GARY MENZEL TRUSTEE 0 190029 0 0 0 2427 0 33334 0 23660 0 249450 0 0 LAWRENCE GNAT TRUSTEE (PAST) 0 156899 0 0 0 1352 0 33334 0 23660 0 215245 0 0 RICH COLUZZI TRUSTEE (NEW) 0 152263 0 0 0 2316 0 33334 0 23660 0 211573 0 0 TRAVIS GORMAN TRUSTEE 0 152844 0 0 0 1565 0 33334 0 23660 0 211403 0 0 FORM 990, PART VI, SECTION A, LINE 3 WHILE THE BOARD OF TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO WILSON MCSHANE CORPORATION, AS THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT MAINTAIN OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES THAT COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE THIRD PARTY ADMINSTRATOR, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. ROOFERS' PENSION FUND 2021 SWIFT DRIVE SUITE B OAK BROOK IL 60523 366485998 PROVIDE PENSION BENEFITS IL 401(A) N/A 0 UNITED UNION ROOFERS WATERPROOFERS ALLIED WORKERS LOCAL 11 CONTRIBUTING EMPLOYER 0 CHGOLAND RFRS APP & TRNG CONTRIBUTING EMPLOYER 0 ALL AMERICAN EXTERIORS CONTRIBUTING EMPLOYER 0 ALL SEALANTS INC CONTRIBUTING EMPLOYER 0 ALLIED WATERPROOFING INC CONTRIBUTING EMPLOYER 0 ANDERSON & SHAH ROOFING CONTRIBUTING EMPLOYER 0 ANTHONY ROOFING CONTRIBUTING EMPLOYER 0 AREA UNLIMITED ROCK VAC CONTRIBUTING EMPLOYER 0 BENNETT & BROSSEAU RFG CONTRIBUTING EMPLOYER 0 BERGLUND CONSTRUCTION CONTRIBUTING EMPLOYER 0 BOFO WATERPROOFING CONTRIBUTING EMPLOYER 0 BP ROOFING SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 CPR ROOFING CONTRIBUTING EMPLOYER 0 CHICAGO CONSTRUCTION MGRS CONTRIBUTING EMPLOYER 0 CHRISTEN DETROIT CONTRIBUTING EMPLOYER 0 COMBINED ROOFING SERVICES CONTRIBUTING EMPLOYER 0 CROWTHER RFG & SHEET METL CONTRIBUTING EMPLOYER 0 CUDAHY ROOFING & SUPPLY CONTRIBUTING EMPLOYER 0 DARDON'S ROOFING COMPANY CONTRIBUTING EMPLOYER 0 DCG ROOFING SOLUTIONS IN CONTRIBUTING EMPLOYER 0 DEADY RFG & CONST INC CONTRIBUTING EMPLOYER 0 DH MAYOU RFG & SPL CO INC CONTRIBUTING EMPLOYER 0 DIETZ VACUUM SERVICES IN CONTRIBUTING EMPLOYER 0 DISTINCTIVE RFG INC CONTRIBUTING EMPLOYER 0 DOMAIN CORPORATION CONTRIBUTING EMPLOYER 0 DU SABLE CONST CO INC CONTRIBUTING EMPLOYER 0 DURABLE ROOFING CO INC CONTRIBUTING EMPLOYER 0 E ARIEL ROOFING SOLUTION CONTRIBUTING EMPLOYER 0 ELENS & MAICHIN ROOFING CONTRIBUTING EMPLOYER 0 F & G ROOFING COMPANY LL CONTRIBUTING EMPLOYER 0 FILOTTO CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 FREEPORT INDUSTRIAL RFG CONTRIBUTING EMPLOYER 0 G E RIDDIFORD COMPANY CONTRIBUTING EMPLOYER 0 GC ROOFING LLC CONTRIBUTING EMPLOYER 0 GLUTH BROS RFG CO INC CONTRIBUTING EMPLOYER 0 GOLF CONSTRUCTION CONTRIBUTING EMPLOYER 0 HCANDERSON RFG COINC CONTRIBUTING EMPLOYER 0 HUEBNER ROOFING INC CONTRIBUTING EMPLOYER 0 IWS INC CONTRIBUTING EMPLOYER 0 J&F CHIATTELLO CONSTRUCIO CONTRIBUTING EMPLOYER 0 J L ADLER ROOFING INC CONTRIBUTING EMPLOYER 0 JP LARSEN INC CONTRIBUTING EMPLOYER 0 JERRY & SONS RFGREMODEL CONTRIBUTING EMPLOYER 0 KORELLIS ROOFING COMPANY CONTRIBUTING EMPLOYER 0 KNICKERBOCKER ROOFING CONTRIBUTING EMPLOYER 0 L MARSHALL INC CONTRIBUTING EMPLOYER 0 LANGLOIS ROOFING CONTRIBUTING EMPLOYER 0 LEAK STOP ROOFING INC CONTRIBUTING EMPLOYER 0 LUTZ ROOFING SOUTH INC CONTRIBUTING EMPLOYER 0 M CANNON ROOFING CO LLC CONTRIBUTING EMPLOYER 0 MW POWELL COMPANY CONTRIBUTING EMPLOYER 0 MALCOR ROOFING OF IL INC CONTRIBUTING EMPLOYER 0 MARK 1 WTRPR & RESTORATION CONTRIBUTING EMPLOYER 0 MCCONNAUGHHAY & SONS CONTRIBUTING EMPLOYER 0 MCDERMAID ROOFING INC CONTRIBUTING EMPLOYER 0 METALMASTERROOFMASTER CONTRIBUTING EMPLOYER 0 MORTENSON ROOFING COMPANY CONTRIBUTING EMPLOYER 0 NIR ROOF CARE INC CONTRIBUTING EMPLOYER 0 OLSSON ROOFING CO INC CONTRIBUTING EMPLOYER 0 PINE ROOFING COMPANY CONTRIBUTING EMPLOYER 0 PINE WATERPROOFING & SEAL CONTRIBUTING EMPLOYER 0 PLATTVILLE COATINGS INC CONTRIBUTING EMPLOYER 0 PRESERVATION SVCS INC CONTRIBUTING EMPLOYER 0 RB CROWTHER CO CONTRIBUTING EMPLOYER 0 RAM SERVICES CONTRIBUTING EMPLOYER 0 READY-VAC INC CONTRIBUTING EMPLOYER 0 RIDGEWORTH ROOFING CONTRIBUTING EMPLOYER 0 ROOFING SYSTEMS INC CONTRIBUTING EMPLOYER 0 ROOFS INC CONTRIBUTING EMPLOYER 0 ROTH BROS INC CONTRIBUTING EMPLOYER 0 SAGER SEALANT CONTRIBUTING EMPLOYER 0 SEAL TIGHT EXTERIORS INC CONTRIBUTING EMPLOYER 0 SOLARIS ROOFING SOLUTIONS CONTRIBUTING EMPLOYER 0 STERLING COMMERCIAL RFG CONTRIBUTING EMPLOYER 0 SULLIVAN ROOFING INC CONTRIBUTING EMPLOYER 0 TORI CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 VAC-IT-ALL SERVICES INC CONTRIBUTING EMPLOYER 0 WBR ROOFING INC CONTRIBUTING EMPLOYER 0 WAUKEGAN ROOFING COMPANY CONTRIBUTING EMPLOYER 0 WEATHERGUARD ROOFING CO CONTRIBUTING EMPLOYER 0 WESTERN SPECIALTY CONT CONTRIBUTING EMPLOYER 0 ZERA CONSTRUCTION COINC CONTRIBUTING EMPLOYER 0 UNION ROOFING CO CONTRIBUTING EMPLOYER 0 WEST ROOFING SYSTEMS CONTRIBUTING EMPLOYER 0 BIOFOAM INC CONTRIBUTING EMPLOYER 0 HANSON ROOFING CONTRIBUTING EMPLOYER 0 MTN INC CONTRIBUTING EMPLOYER 0 PL FREEMAN CO CONTRIBUTING EMPLOYER 0 S & H WATERPROOF & CONST CONTRIBUTING EMPLOYER 0 STERLING COMMERCIAL ROOFING TECTA CONTRIBUTING EMPLOYER 0 A-1 ROOFING CO CONTRIBUTING EMPLOYER 0 AIR PRESSURE DAMP-ROOF CONTRIBUTING EMPLOYER 0 ARCHITECTURAL SEALANTS CONTRIBUTING EMPLOYER 0 JONES & CLEARY ROOFING CO CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1