2019-02-15T12:58:27-06:00 2018-05-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE STREET SUITE 310 CHICAGO IL 60606 990 2017-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 PAUL WENDE TRUSTEE 6304720627 2019-02-15 1 HOWARD SIMON P00158008 3126550037 38.100.43.99 2019-02-15 13:57:57 ES P 883CF1A9781ABDA3268701484D9C94428E8D752B 31F87F4919A05BF120D2D644448F66409B5CE162 2017 2019-02-21 02:37:17Z PAUL WENDE 1520 KENSINGTON NO 200 OAKBROOK IL 60523 58350943 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 3 54 0 0 0 0 0 25194368 25836977 2925449 1707716 0 2795 28119817 27547488 0 0 18775720 22277843 21849 23123 0 0 0 1313524 1706569 20111093 24007535 8008724 3539953 75458892 85516106 17227076 20499342 58231816 65016764 X TO PROVIDE MEDICAL,DENTAL,VISION, DISABLITY AND DEATH BENEFITS 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 54 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 TRUSTEE 3.00 40.00 X 0 141879 115600 TIM BELL TRUSTEE 3.00 X 0 0 0 LAWRENCE MCNIFF CHAIRMAN 3.00 40.00 X 0 160598 123484 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 140669 115600 MARK LEBUZ TRUSTEE 3.00 X 0 0 0 0 443146 354684 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 609394 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 323037 2 EMPLOYER CONTRIBUTIONS 900099 24653857 24653857 EMPLOYEE CONTRIBUTIONS 900099 1063610 1063610 MEDICARE PART D SUBSIDY 900099 119510 119510 25836977 1717961 1717961 30793210 30803455 -10245 -10245 -10245 OTHER INCOME 900099 2795 2795 2795 27547488 25839772 0 1707716 22277843 23123 288780 56583 50693 530299 706671 60322 2390 5525 ACA FEES 5306 24007535 6944172 9813216 2638318 2929681 65684553 72581264 191849 191945 75458892 85516106 109858 109618 17117218 20389724 17227076 20499342 X 0 0 0 0 58231816 65016764 58231816 65016764 75458892 85516106 3539953 3244995 0 X X 0 1 X 1 0 0 EXTENDED ELIGIBILITY 13247000 CLAIMS INCURRED BUT NOT PAID 1810000 ACCUMULATED MRA ACCOUNT BALANCES 5332724 20389724 X 30142674 3244995 3244995 26897679 530299 119510 649809 27547488 20085220 0 20085220 530299 3392016 3922315 24007535 PART X, LINE 2: AS OF MAY 31, 2018, 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, 2018, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 119,510. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 3,272,506. MEDICARE PART D SUBSIDY 119,510. 0 0 0 PAUL WENDE TRUSTEE 0 140660 0 0 0 1219 0 88912 0 26688 0 257479 0 0 LAWRENCE MCNIFF CHAIRMAN 0 156863 0 0 0 3735 0 96796 0 26688 0 284082 0 0 JACK CANNIFF TRUSTEE 0 140109 0 0 0 560 0 88912 0 26688 0 256269 0 0 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. 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