2025-10-07T15:09:43-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE STREET SUITE 310 CHICAGO IL 60606 990 2024-01-01 366073848 EXCAVATING GRADING & ASPHALT CRAFT 731 HEALTH AND WELFARE FUND EXCA 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 JOHN LISNER TRUSTEE 6308874150 2025-10-07 1 0 JOHN LEGGERO P01357710 3126550037 2025-10-07 2024 2025-03-06 01:10:19Z JOHN LISNER 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 22543931 0 X N/A X 1951 IL TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 6 3 30 0 0 0 0 0 10682813 10529926 625827 400563 0 0 11308640 10930489 0 0 7013461 8265437 2262013 2488169 0 0 0 535148 450114 9810622 11203720 1498018 -273231 24773969 25941112 762993 810656 24010976 25130456 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 0 0 0 0 0 0 0 0 0 1 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 40 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 1 0 X THE ORGANIZATION 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 X JEFFREY LONKAR TRUSTEE 2.00 X 0 107706 38158 JOHN LISNER TRUSTEE 2.00 X 0 320976 64351 DALE BOLT TRUSTEE 2.00 X 0 261813 64351 WILLIAM COLLINS TRUSTEE 2.00 X 0 0 0 DAVID SNELTEN TRUSTEE 2.00 X 0 0 0 JONATHAN GALLAGHER TRUSTEE 2.00 X 0 0 0 MICHAEL WAINSCOTT FUND ADMINISTRATOR 40.00 X 189554 0 34255 PATRICK THEIS COMPTROLLER 40.00 X 125790 0 25849 315344 690495 226964 2 0 1 0 BLUE CROSS BLUE SHIELD 300 E RANDOLPH ST CHICAGO IL 606015099 PPO PROVIDER 186691 1 EMPLOYER CONTRIBUTION 900099 8173132 8173132 REIMB COMMON ADMIN EXP 900099 2251804 2251804 MEMBER AND RETIREE CONTRIBUTION 900099 104990 104990 10529926 325294 325294 11688711 11613442 75269 75269 75269 10930489 10529926 0 400563 8265437 223809 1505429 195648 431241 132042 65657 46341 62614 148422 41592 40578 16519 8653 19738 11203720 4547797 2713556 39146 42741 1138642 1351309 13114 13806 16224 16224 0 0 12370862 14247596 6664408 7572104 24773969 25941112 138993 130656 624000 680000 762993 810656 X 0 0 0 0 24010976 25130456 24010976 25130456 24773969 25941112 -273231 1392711 0 X X 0 1 X 1 0 16224 16224 0 0 OTHER POOLED INVESTMENT 706736 F COMMON COLLECTIVE TRUST 6865368 F 7572104 CLAIMS PAYABLE & INCURRED NOT REPORTED 680000 680000 X 10008782 1392711 1392711 8616071 62614 2251804 2314418 10930489 8833302 0 8833302 62614 2307804 2370418 11203720 PART X, LINE 2: 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 THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN 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. AT DECEMBER 31, 2024, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 2,251,804. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BEENFIT FUNDS 2,251,804. INCREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 56,000. 0 0 0 JOHN LISNER TRUSTEE 0 319272 0 0 0 1704 0 48339 0 16012 0 385327 0 0 DALE BOLT TRUSTEE 0 257898 0 0 0 3915 0 48339 0 16012 0 326164 0 0 MICHAEL WAINSCOTT FUND ADMINISTRATOR 189554 0 0 0 0 0 18955 0 15300 0 223809 0 0 0 PATRICK THEIS COMPTROLLER 125790 0 0 0 0 0 12579 0 13270 0 151639 0 0 0 FORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART II MICHAEL WAINSCOTT IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PERFORMING SIMILAR DUTIES FOR THE FILING ORGANIZATION'S RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS PAID DIRECTLY BY THE FILING ENTITY AND A PORTION IS REIMBURSED BY THE RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS COMPRISED OF WAGES AND CONTRIBUTIONS TO A HEALTH BENEFIT PLAN AND 401K. HE IS CONSIDERED KEY EMPLOYEE OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR PRIOR TO FILING. AFTER REVIEW,THE FORM IS APPROVED, SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE PART VII REPORTABLE COMPENSATION REPORTABLE COMPENSATION FROM THE ORGANIZATION IS ALLOCATED TO VARIOUS RELATED AND AFFILIATED ORGRANZIATIONS BASED ON TIME ALLOCATED TO EACH ORGANIZATION. PART XII, LINE 2C EXPLANATION: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE LOCAL 731 HEALTH AND WELFARE FUNDS WHICH HAS THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY. TEAMSTERS LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 366513565 PROVIDE PENSION BENEFITS IL 401(A) N/A N/A 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 361053335 LABOR UNION IL 501(C)(5) N/A N/A 0 2005 TRUCKING INC CONTRIBUTING EMPLOYER 0 A LAMP CONCRETE CONTRACTORS CONTRIBUTING EMPLOYER 0 A R R P TRUCKING & HAULING CONTRIBUTING EMPLOYER 0 ABBEY PAVING & SEALCOATING INC CONTRIBUTING EMPLOYER 0 ACCURATE LOGISTICS INC CONTRIBUTING EMPLOYER 0 ALLSTAR ASPHALT INC CONTRIBUTING EMPLOYER 0 AMERICAN LANDSCAPING INC CONTRIBUTING EMPLOYER 0 ARROW ROAD CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 BENCHMARK CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 BEVERLY ASPHALT PAVING CO CONTRIBUTING EMPLOYER 0 BIGANE PAVING COMPANY CONTRIBUTING EMPLOYER 0 BRANDENBURG INDUSTRIAL SERVICE CONTRIBUTING EMPLOYER 0 BUILDERS ASPHALT L L C CONTRIBUTING EMPLOYER 0 CC CARTAGE CONTRIBUTING EMPLOYER 0 CARRILLO TRUCKING INC CONTRIBUTING EMPLOYER 0 CASTELLANOS TRUCKING INC CONTRIBUTING EMPLOYER 0 CHICAGOLAND TRUCKIN INC CONTRIBUTING EMPLOYER 0 D & P CONSTRUCTION CO INC CONTRIBUTING EMPLOYER 0 D ANDERSON CONTRACTING INC CONTRIBUTING EMPLOYER 0 D CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 DANNY B KEANE ENTERPRISESINC CONTRIBUTING EMPLOYER 0 DI MEO BROS INC CONTRIBUTING EMPLOYER 0 DUBOIS PAVING COMPANY INC CONTRIBUTING EMPLOYER 0 DUNLEAVY EXCAVATING & DEMO CONTRIBUTING EMPLOYER 0 E KING CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 ENVIRONMENTAL CLEANSING CORP CONTRIBUTING EMPLOYER 0 ESMERALDA TRUCKING INC CONTRIBUTING EMPLOYER 0 G & M CEMENT CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 GAVITA CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 GLANDER PAVING CO CONTRIBUTING EMPLOYER 0 GLOBE CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 HENEGHAN WRECKING CONTRIBUTING EMPLOYER 0 HENKELS & MC COY INC CONTRIBUTING EMPLOYER 0 HENKELS & MC COY INC (PRECISIO CONTRIBUTING EMPLOYER 0 IWEMA EXCAVATING & CONTRACTING CONTRIBUTING EMPLOYER 0 J A JOHNSON PAVING COMPANY CONTRIBUTING EMPLOYER 0 J E K TRUCKING CO INC CONTRIBUTING EMPLOYER 0 JG DEMO INC CONTRIBUTING EMPLOYER 0 JNS INC CONTRIBUTING EMPLOYER 0 K & A TRUCKING CONTRIBUTING EMPLOYER 0 K-FIVE CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 LEEWAY WRECKING INC CONTRIBUTING EMPLOYER 0 LENNY HOFFMAN EXCAVATING INC CONTRIBUTING EMPLOYER 0 LINDAHL BROTHERS CONTRIBUTING EMPLOYER 0 LMG TRUCKING LLC CONTRIBUTING EMPLOYER 0 LORIG CONST CONTRIBUTING EMPLOYER 0 MC CLENDON TRUCKING INC CONTRIBUTING EMPLOYER 0 MEADE INC CONTRIBUTING EMPLOYER 0 MENA TRUCKING INC CONTRIBUTING EMPLOYER 0 MICHAEL KEANE ENTERPRISESINC CONTRIBUTING EMPLOYER 0 MQ CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 NASH BROTHERS CONSTR CO CONTRIBUTING EMPLOYER 0 NATIONAL WRECKING COMPANY CONTRIBUTING EMPLOYER 0 ORANGE CRUSH LLC CONTRIBUTING EMPLOYER 0 PAVESTAR INC CONTRIBUTING EMPLOYER 0 PLOTE CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PRECISION INFRASTRUCTURE LLC CONTRIBUTING EMPLOYER 0 PRICE GREGORY INTERNATIONAL I CONTRIBUTING EMPLOYER 0 QUALITY PAVING INC CONTRIBUTING EMPLOYER 0 R W COLLINS INC CONTRIBUTING EMPLOYER 0 RELIABLE CONTR & EQUIP CO CONTRIBUTING EMPLOYER 0 REYNAGA BROS CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 ROCCO TRANSPORT CORP CONTRIBUTING EMPLOYER 0 ROSSI CONTRACTORS INC CONTRIBUTING EMPLOYER 0 ROY'S PAVING & SEALCOATING CO CONTRIBUTING EMPLOYER 0 SCHUEPFER INC CONTRIBUTING EMPLOYER 0 SHEPLEY MOTOR EXPRESS INC CONTRIBUTING EMPLOYER 0 SILVESTRI PAVING COMPANY CONTRIBUTING EMPLOYER 0 SONICAN TRUCKING INC CONTRIBUTING EMPLOYER 0 STRADA CONSTRUCTION CONTRIBUTING EMPLOYER 0 T & D EXCAVATION & GRADING INC CONTRIBUTING EMPLOYER 0 T-CAT ENTERPRISE INC CONTRIBUTING EMPLOYER 0 TAYLOR EXCAV & WRECKING INC CONTRIBUTING EMPLOYER 0 THE PATCHING PEOPLE INC CONTRIBUTING EMPLOYER 0 TOURES TRUCKING INC CONTRIBUTING EMPLOYER 0 TROCH-MCNEIL PAVING COMPANY CONTRIBUTING EMPLOYER 0 UNITED PIPING INC CONTRIBUTING EMPLOYER 0 WE O'NEIL CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 WAYNE'S TRUCKING LLC CONTRIBUTING EMPLOYER 0 WESTERN UTILITY CONTRACTORS CONTRIBUTING EMPLOYER 0 WIGBOLDY & SONS INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1