2017-12-20T13:18:21-06:00 2017-02-28 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 606611414 990 2016-03-01 362443112 WILL COUNTY LOCAL 174 CARPENTERS WELFARE FUND WILL 8157414737 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 Mel A Gray Trustee - Chairman 8157414737 2017-11-28 1 Andy Hein P00499757 3126550037 38.100.43.100 2017-12-20 13:17:52 CS P DD2F5A6855584BEFBC68452237D9336111CE352F DD2F5A6855584BEFBC68452237D9336111CE352F 2016 2018-03-14 21:41:22Z MEL A GRAY 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 23434614 0 1 X N/A X 1960 IL TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 6 1 10 0 0 0 0 0 17561671 16593346 218063 397204 184958 0 17964692 16990550 0 0 13035893 16027914 482293 279044 0 0 0 1121799 1212903 14639985 17519861 3324707 -529311 18536703 18078464 535633 706129 18001070 17372335 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 0 0 THE PLAN PROVIDES MEDICAL, DENTAL, VISION AND LIFE BENEFITS TO 1,187 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 1 581 0 1 10 1 0 0 0 0 0 0 X 6 1 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 X KRISTINA GUASTAFERRI 8157414737 1403 ESSINGTON ROAD STE 100 JOLIET IL 60435 GARY PERINAR Sec./Treasurer 3.00 X X 2700 0 0 LARRY PERINAR Trustee 3.00 X 2700 0 0 GARY PERINAR JR Trustee 3.00 40.00 X 0 288074 130733 MEL GRAY JR Chairman 3.00 X X 2700 0 0 JAMES PASCH Trustee 3.00 X 2700 0 0 RICHARD BERTI Trustee 3.00 X 0 0 0 10800 288074 130733 0 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ACCESS FEES 475102 1 EMPLOYER CONTRIBUTIONS 900099 14870707 14870707 MEMBER CONTRIBUTIONS 900099 1569732 1569732 MEDICARE D SUBSIDIES 900099 152907 152907 16593346 302476 302476 6538792 6444064 94728 94728 94728 16990550 16593346 0 397204 16027914 10575 130020 57600 68897 11952 69723 171089 59851 78554 671536 77970 50684 4296 5800 7541 10081 PCORI FEES 4759 SHARED PAYROLL/BENEFIT 1019 17519861 1510049 241109 254294 453728 1882551 1913154 10117 118935 109712 16765 9223 14789497 15378865 73430 82385 18536703 18078464 49490 20660 486143 685469 535633 706129 X 0 0 0 0 18001070 17372335 18001070 17372335 18536703 18078464 -529311 -99424 0 X X 0 1 X 1 0 118935 109712 9223 9223 RECIPROCITY PAYABLE 675625 DUE TO AFFILIATED FUNDS 9844 685469 X 16659665 -99424 -99424 16759089 78554 152907 231461 16990550 17288400 -152907 -152907 17441307 78554 78554 17519861 Part X, Line 2: The trust established under the Plan to hold the Plan's assets is intended to qualify pursuant to Section 501(c) 9 of the Internal Revenue Code (IRC), and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter from the IRS, and the Plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the IRC. U.S. GAAP 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 taxing authorities. As of February 28, 2017 and February 29, 2016, there were 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 February 28, 2017, the Plan is no longer subject to income tax examinations for tax years prior to 2013. Part XI, Line 4b - Other Adjustments: MEDICARE D SUBSIDIES RECEIVED NET W/ CLAIMS ON F/S 152,907. Part XII, Line 2d - Other Adjustments: MEDICARE SUBSIDY RECEIVED NET W/CLAIMS ON F/S -152,907. 0 0 0 GARY PERINAR JR Trustee 0 283779 0 0 0 4295 0 107712 0 23021 0 418807 0 0 Form 990, Part VI, Section A, line 2 Line 2 explanation - GARY PERINAR SR HAS A FAMILY RELATIONSHIP WITH GARY PERINAR JR. AND LARRY PERINAR. GARY PERINAR JR. HAS A FAMILY RELATIONSHIP WITH GARY PERINAR SR. LARRY PERINAR HAS A FAMILY RELATIONSHIP WITH GARY PERINAR SR. Form 990, Part VI, Section A, line 7a Line 7a explanation - MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYEES ARE APPOINTED BY THE UNITED BROTHERHOOD OF CARPENTERS LOCAL 174 UNION. MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYERS ARE APPOINTED BY THE CONTRACTORS ASSOCIATION OF WILL & GRUNDY COUNTIES. Form 990, Part VI, Section B, line 11b THE TRUSTEES HAVE AUTHORIZED THE CHAIRMAN AND/OR SECRETARY TO REVIEW AND EXECUTE THE FORM 990 BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c THE ACTIVITIES OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ENTIRE BOARD OF TRUSTEES. Form 990, Part VI, Section B, line 15b The Trust document states that the Trustees may be paid reasonable compenstaion for their services rendered except that any person so serving who already receives full time pay from an Employer or any Association of employers whose employees are participants in the Plan, or from a Union whose members are participants in such plan. Currently, 4 of the Trustees are retired individuals and receive compensation from the Plan in accordance with above. These trustees are compensated based on each meeting they attend at a flat rate previously approved by the entire governing body. 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WILL CTY LOCAL 174 CARPENTERS PENSION FD 1403 ESSINGTON ROAD SUITE 1011 JOLIET IL 60435 362416552 PENSION FUND IL 401(a) 0 CHICAGO REGIONAL COUNCIL OF CARPENTERS 12 EAST ERIE STREET CHICAGO IL 60611 361894832 LABOR ORGANIZATION IL 501(c)(5) 0 WILL COUNTY CARPENTERS LOCAL 174 1407 ESSIGNTON ROAD JOLIET IL 60435 366112811 LABOR UNION IL 501(c)(5) 0 CONTRACTORS ASSOCIATION OF WILL AND GRUNDY COUNTIES 233 N SPRINGFIELD AVE JOLIET IL 60435 362465281 CONTRACTORS ASSOCIATION IL 501(c)(6) 0 APTIM SERVICES LLC BROCK INDUSTRIAL SERVICES LLC BUILDERS CONCRETE SERVICES LLC CHICAGO STRUCTURES LLC FCL BUILDERS LLC FOX SERVICES GROUP LLC KRAEMER NORTH AMERICA LLC MCT SERVICES LLC MIDSTATES CONCRETE CONST LLC MILLSTONE WEBER LLC PATENT LLC PRODIGY CONSTRUCTION LLC SAFWAY ATLANTIC LLC SAFWAY SERVICES LLC SCURTO CEMENT CONSTRUCTION LTD TONN & BLANK CONST LLC TURBINE PROS LLC ABBEY PAVING CO ADVANTAGE INDUSTRIAL SYSTEMS AIRTITE CONTRACTORS INC ALCA INC AMERICAN MECHANICAL SERVICES ANDERSON MORAN 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