2017-01-09T15:58:44-06:00 2016-02-29 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 606611414 990 2015-03-01 362443112 WILL COUNTY LOCAL 174 CARPENTERS WELFARE FUND WILL 8157414737 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 Gary Perinar Trustee - Sec/Treasurer 8157414737 2017-01-09 1 Andy Hein P00499757 3126550037 2015 2021-01-29 14:40:06Z MEL GRAY CHAIRMAN 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 30260164 0 1 X N/A X 1960 IL TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 6 2 13 0 0 0 0 0 15009167 17561671 261267 218063 194232 184958 15464666 17964692 0 0 12177431 13035893 496751 482293 0 0 0 1153643 1121799 13827825 14639985 1636841 3324707 15059222 18536703 389304 535633 14669918 18001070 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 1 537 0 1 13 1 0 0 0 0 0 0 X 6 2 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 281703 115518 MEL GRAY JR Chairman 3.00 X X 2700 0 0 JAMES PASCH Trustee 3.00 X 2475 0 0 RICHARD BERTI Trustee 3.00 X 0 0 0 10575 281703 115518 0 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ACCESS FEES 425183 ARNOLD & KADJAN 203 N LASALLE SUITE 1650 CHICAGO IL 60601 LEGAL SERVICES 267178 2 EMPLOYER CONTRIBUTIONS 900099 15813429 15813429 MEMBER CONTRIBUTIONS 900099 1589237 1589237 MEDICARE D SUBSIDIES 900099 159005 159005 17561671 259427 259427 12254108 12295472 -41364 -41364 -41364 REIMB SAL & RELATED EXP 900099 184958 184958 184958 17964692 17746629 0 218063 13035893 10575 251417 91200 108291 20810 12677 222720 52406 69093 598987 71973 51098 8255 5165 8719 16138 PCORI FEES 4568 14639985 1862507 1510049 291714 254294 1448357 1882551 11894 10117 137532 120767 25484 16765 11346104 14789497 73162 73430 15059222 18536703 49083 49490 340221 486143 389304 535633 X 0 0 0 0 14669918 18001070 14669918 18001070 15059222 18536703 3324707 6445 0 X X 0 1 X 1 0 137532 120767 16765 16765 RECIPROCITY PAYABLE 468302 DUE TO AFFILIATED FUNDS 17841 486143 X 17558081 6445 6445 17551636 69093 343963 413056 17964692 14226929 -343963 -343963 14570892 69093 69093 14639985 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 29, 2016 and February 28, 2015, 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 29, 2016, the Plan is no longer subject to income tax examinations for tax years prior to 2012. Part XI, Line 4b - Other Adjustments: REIMB PAYROLL NET ON F/S 184,958. MEDICARE D SUBSIDIES RECEIVED NET W/ CLAIMS ON F/S 159,005. Part XII, Line 2d - Other Adjustments: REIMB PAYROLL GROSS ON 990 -184,958. MEDICARE SUBSIDY RECEIVED NET W/CLAIMS ON F/S -159,005. 0 0 0 GARY PERINAR JR Trustee 0 277514 0 0 0 4189 0 92632 0 22886 0 397221 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 11 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 BROCK INDUSTRIAL SERVICES LLC CBI SERVICES LLC CHICAGO STRUCTURES LLC FCL BUILDERS LLC KRAEMER NORTH AMERICA LLC MCT SERVICES LLC MILLSTONE WEBER LLC PATENT LLC PRODIGY CONSTRUCTION LLC RIDGWAY LLC DBA PRICE ERECTING SAFWAY ATLANTIC LLC SAFWAY SERVICES LLC SCURTO CEMENT CONSTRUCTION LTD ABBEY PAVING CO ADVANTAGE INDUSTRIAL SYSTEMS AIRTITE CONTRACTORS INC ALCA INC AMERICAN MECHANICAL SERVICES ANI-GALE ARCHITECTURAL FIXTURES INC AREATHA CONSTRUCTION CO INC ATLANTIC PLANT MAINTENANCE BABCOCK & WILCOX CONST CO INC BAILIWYCK BAISH EXCAVATING BENNETT & BROSSEAU ROOFING IN BERGLUND CONSTRUCTION COMPANY BRAND SCAFFOLD RENTAL & ERECTI BRIESER CONSTRUCTION COMPANY BROOKWOOD BUILDERS INC BRUNSWICK BOWLING & BILLIARDS BURKS BROS DRYWALL INC BURLA FRANK & SONS BUILDERS C & T CONSTRUCTION INC CALIBER CONSTRUCTION COMPANY CCL CORPORATION CENTRAL CEILING SYSTEMS INC CHAMPION DRYWALL INC CHICAGO HTS CONSTRUCTION CO CIMARRON CONSTRUCTION INC CLIMATE PROS INC CONCRETE BY WAGNER CONSTRUCTION MATERIALS & SUPPL CONVEYOR SPECIALTIES COSGROVE CONSTRUCTION INC CREATION CARPENTRY CO INC CTC INSTALLATIONS INC D & H ENERGY MANAGEMENT D & L ALEXANDER D & M CONSTRUCTION SERVICES D CONSTRUCTION INC DAY & ZIMMERMANN NPS DEAN ALAN BUILDERS DEGRAF CONCRETE CONST INC DENK & ROCHE BUILDERS INC DFI BRIDGE CORP DIAZ INTERIOR CONTRACTORS INC DOHERTY CONSTRUCTION INC DREILING CONSTRUCTION DRYDEN CONSTRUCTION DUPREE CONSTRUCTION DUTCHMAN CONTRACTING EDON CONSTRUCTION COMPANY INC ELC INSTALLATION COMPANY EMCO INTERIORS EXPRESS CONTRACTING INC FALKEN CONSTRUCTION COMPANY G&L CONSTRUCTION INC GALE CONSTRUCTION GILLIAM BUILDERS INC GRANGER CONTRACTING GRSKOVIC AND SONS HALVERSON CONST CO INC HARGRAVE BUILDERS INC HARRIS J C & SONS INC HAYES MECHANICAL HEITKOTTER INC HENDERSONJOSEPH J & SON INC HENRY BROS COMPANY HERITAGE CARPENTRY INC HERLIHY MID-CONTINENT COMPANY HOMES BY HEINTZ INC HUSSMANN CORPORATION ILLINOIS CONSTRUCTORS CORP INSTALLATION SERVICES OF IL INSULATED PANEL COMPANY INTERIOR INSTALLATION SERVICE INTERNATIONAL DECORATORS INC J B CONCRETE CONTRACTOR INC JADE CARPENTRY CONTRACTORS JMC CONSTRUCTION JOHNSON FLOOR COMPANY INC JOHNSTON WF CONSTN INC JUST RITE ACOUSTICS INC K D M CONSTRUCTION KT RICHARDS CONSTRUCTION CO KEVIN NUGENT CONSTRUCTION INC KINGSTON TILE CO KIRK ERECTORS KLECKNER INTERIOR SYSTEMS INC KNIGHT FLOORING INC KOLE CONSTRUCTION CO INC KUYPERS BROTHERS INC LAKEVIEW CARPET SERVICE INC LAKEWOOD CARPENTRY SERVICES LANKFORD CONSTRUCTION LEOPARDO COMPANIES LINDBLAD CONST CO OF JOLIET LITE CONSTRUCTION INC M A MORTENSON CO MARCHIO TILE & CARPET INC MARKHAM DIVISION 9 MARTIN CEMENT COMPANY MATRIX SERVICE INDUSTRIAL CONT MEADE ELECTRIC CO INC MICHUDA CONSTRUCTION INC MJTJ CONTRACTORS & BLDRS INC MONARCH CONSTRUCTION MR DAVID'S FLOORING INTERNATIO MSM SOLUTIONS INC N A FAVIA BUILDER INC NOOTER CONSTRUCTION CO NORTHWEST CONTRACTORS INC ONSITE WOODWORK CORP ON-TIME CONSTRUCTION INC OPC CONSTRUCTION INC OSMAN CONSTRUCTION CORP PANELS PLUS INC PANIAGUA GROUP INC PASCH & SONS CONSTRUCTION CO PEAK CARPENTRY INC PERFORMANCE CONTRACTING INC PERFORMANCE FLOORS PIONEER MECHANICAL INC PLAINFIELD CONSTRUCTION CO PLATINUM SCAFFOLDING SVC POWER PLANT FIELD SVC PROCACCIO PAINTING & DRYWALL PULLARA INC R B CONSTRUCTION INC R G CONSTRUCTION SERVICES INC R T MILORD COMPANY RACK-IT INSTALLATIONS INC RAYNOR DOORS OF WILL COUNTY REED ILLINOIS CORPORATION RESIDENTIAL EXTERIORS INC RHODES PRECISION CORPORATION RIBER CONSTRUCTION INC RINGLAND-JOHNSON INC ROCKWELL GROUP INC RODGERS CONSTRUCTION CORP RUANE CONSTRUCTION INC SCHNABEL FOUNDATION COMPANY SEAL TIGHT EXTERIORS INC SELLERGREN RM & ASSOC INC SERVICE DECORATING COMPANY SIEMENS GENERATION SERVICES SITELINE DBA CONRACT OFFICE IN SOLID PLATFORMS INC TBS CONCRETE INC TELANDER CONSTRUCTION TERRELL MATERIALS CORP TIMBERS WW INC TONN & BLANK TRICOR CONSTRUCTION INC TRIPAR DRYWALL INC TURNER INDUSTRIAL MAINTENANCE UNION TEMPORARY SERVICES INC UNISTRUT CORP DBA UNISTRUT IL UNITED INSULATED STRUCTURES UNIVERSAL PLANT SERVICES URBAN TILE & CARPET CORP VORTEX COMMERCIAL FLOORING WALLFORMS WALSH CONSTRUCTION COMPANY WEST SUBURBAN INSTALLATION INC WESTMONT ENGINEERING COMPANY WILLIAMS BROTHERS CONST INC WOLCOTT CONSTRUCTION WOODBRIDGE CONSTRUCTION & CARP WOODLAND CONSTRUCTION INC WOODS CONSTRUCTION INC 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0