2018-02-23T10:43:42-06:00 2017-05-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 60661 990 2016-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 LARRY MCNIFF TRUSTEE 6304720627 2018-02-23 1 HOWARD SIMON P00158008 3126550037 38.100.43.100 2018-02-23 10:43:13 CS P DD2F5A6855584BEFBC68452237D9336111CE352F DD2F5A6855584BEFBC68452237D9336111CE352F 2016 2021-01-29 14:40:06Z LAWRENCE MCNIFF 1520 KENSINGTON NO 200 OAKBROOK IL 60523 60071058 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 3 36 0 0 0 0 0 24095232 25194368 1435140 2925449 2750 0 25533122 28119817 0 0 18509301 18775720 7093 21849 0 0 0 1221824 1313524 19738218 20111093 5794904 8008724 64060110 75458892 14743397 17227076 49316713 58231816 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 7 0 1 36 1 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 133485 110737 TIM BELL TRUSTEE 3.00 X 0 0 0 LAWRENCE MCNIFF CHAIRMAN 3.00 40.00 X 0 149048 116274 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 133398 110737 MARK LEBUZ TRUSTEE 3.00 X 0 0 0 0 415931 337748 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 549968 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 309360 2 EMPLOYER CONTRIBUTIONS 900099 23917763 23917763 EMPLOYEE CONTRIBUTIONS 900099 1079316 1079316 MEDICARE PART D SUBSIDY 900099 197289 197289 25194368 1584163 1584163 33292527 31951241 1341286 1341286 1341286 28119817 25194368 0 2925449 18775720 21849 283082 50812 48176 204883 600809 62881 137 4907 ACA FEES 57837 20111093 6344582 6944172 2425841 2638318 55103471 65684553 186216 191849 64060110 75458892 94264 109858 14649133 17117218 14743397 17227076 X 0 0 0 0 49316713 58231816 49316713 58231816 64060110 75458892 8008724 906379 0 X X 0 1 X 1 0 0 EXTENDED ELGIBILITY 11041000 CLAIMS INCURRED BUT NOT PAID 1542000 ACCUMULATED MRA ACCOUNT BALANCES 4534218 17117218 X 28624024 906379 906379 27717645 204883 197289 402172 28119817 17240836 0 17240836 204883 2665374 2870257 20111093 PART X, LINE 2: AS OF MAY 31, 2017, 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, 2017, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 197,289. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 2,468,085. MEDICARE PART D SUBSIDY 197,289. 0 0 0 PAUL WENDE TRUSTEE 0 132421 0 0 0 1064 0 84529 0 26208 0 244222 0 0 LAWRENCE MCNIFF CHAIRMAN 0 144817 0 0 0 4231 0 90243 0 26031 0 265322 0 0 JACK CANNIFF TRUSTEE 0 132413 0 0 0 985 0 84529 0 26208 0 244135 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. IRONWORKERS LOCAL 63 PENSION FUND 1520 KENSINGTON SUITE 200 OAKBROOK IL 60523 363519910 PENSION FUND IL 401 (A) 0 IRONWORKERS LOCAL 63 UNION 2525 W LEXINGTON STREET BROADVIEW IL 60153 360743355 LABOR UNION IL 501(C)(5) 0 IRONWORKERS LOCAL 63 TRAINING SCHOOL 2523 W LEXINGTON STREET BROADVIEW IL 60153 362365717 TRAINING IL 501(C)(5) 0 3F CORPORATION 4-S ERECTION INC A THRU Z CONSULTING & DISTRIBUTING INC ACCESS CONTROL COMPANY INC ACE CANOPY ERECTORS INC ACORN FENCE & CONSTRUCTION INC ACSEM INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC ADVANCED STEEL ERECTORS LLC ALDRIDGE ELECTRIC ALDRIDGE ELECTRICFE ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC ANAGNOS DOOR CO INC ANCHOR MECHANICAL INC ARCHITECTURAL PANEL SYSTEMS INC ARCHITECTURAL SYSTEMS INC ARCWALL AREA ERECTORS INC ASC WINDOW CORPORATION ASPEN STEEL ERECTORS LLC AUTOMATIC DOORS INC BAKES STEEL ERECTORS INC BCBM LLC BENSON INDUSTRIES INC BERGLUND CONSTRUCTION COMPANY BLUE SKY LLC BUCTHEL METAL 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