2017-05-12T17:32:12-05:00 2016-06-30 470900880 CALIBRE CPA GROUP PLLC 19615 SOUTH LAGRANGE ROAD MOKENA IL 60448 990 2015-07-01 366073849 GARAGE ATTENDANTS LINEN AND LAUNDRY HEALTH & WELFARE FUND LOCAL 731 IBT GARA 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 JOHN J LISNER TRUSTEE 6308874150 2017-05-12 1 CHARLES DIGIOVANNI P00284901 7089957180 2015 2021-01-29 14:40:06Z JOHN J LISNER 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 66554646 0 X N/A X 1957 IL TO PROVIDE HEALTH AND WELFARE, SCHOLARSHIP, LOSS OF TIME AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 8 4 0 0 0 0 0 0 20415331 22355235 719092 1090353 0 0 21134423 23445588 0 0 18846793 21775628 0 0 0 0 0 831529 839903 19678322 22615531 1456101 830057 39171771 40024292 2388227 2117140 36783544 37907152 TO PROVIDE HEALTH AND WELFARE, SCHOLARSHIP, LOSS OF TIME AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE, SCHOLARSHIP, LOSS OF TIME AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 1 169 0 1 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 1 0 X JOHN J LISNER 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 WALT THIEDE TRUSTEE 0.50 40.00 X 0 114014 31338 JOHN J LISNER TRUSTEE 0.50 40.00 X 0 222148 84938 DALE BOLT TRUSTEE 0.50 40.00 X 0 173041 68133 TIM DUNLAP TRUSTEE 0.50 40.00 X 0 134721 59016 JAMES BUIK TRUSTEE 0.50 X 0 0 0 EDWARD DENORMANDIE TRUSTEE 0.50 X 0 0 0 MICHAEL RICHARDSON TRUSTEE 0.50 X 0 0 0 BRAD WEBB TRUSTEE 0.50 X 0 0 0 RICHARD CLARSON ADMINISTRATOR 20.00 20.00 X 159030 0 11714 159030 643924 255139 1 0 1 1 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 757930 HEALTH MANAGEMENT CONCEPTS INC 181 COMMODORE DRIVE JUPITER FL 33477 WELLNESS BENEFITS 123010 2 EMPLOYER CONTRIBUTIONS 900099 19202106 19202106 PARTICIPANT AND RETIREE CONTRIBUT 900099 3153129 3153129 22355235 894865 894865 43304546 43109058 195488 195488 195488 23445588 22355235 0 1090353 21775628 88070 74021 56790 46129 69014 47521 52517 1131 13143 REIMBURSED ADMIN EXPENS 379994 SCHOLARSHIP EXPENSES 11573 22615531 2297753 1967824 719672 705207 1969151 1996602 15605 43231 67317 64037 4411 3280 34113557 35205088 51622 103060 39171771 40024292 178451 47382 2209776 2069758 2388227 2117140 X 0 0 0 0 36783544 37907152 36783544 37907152 39171771 40024292 830057 293551 0 X X 0 1 X 1 0 67317 64037 3280 3280 CLAIMS PAYABLE AND INCCURED BUT NOT REPORTED CLAIMS 1598500 DUE TO BROKER 471258 2069758 X 23682349 293551 293551 23388798 56790 56790 23445588 22618741 0 22618741 56790 -60000 -3210 22615531 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 JUNE 30, 2016 AND 2015, 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 JUNE 30, 2016, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2013. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED CLAIMS -60,000. 0 0 0 JOHN J LISNER TRUSTEE 0 213584 0 8220 0 344 0 72774 0 12164 0 307086 0 0 DALE BOLT TRUSTEE 0 166297 0 6400 0 344 0 55969 0 12164 0 241174 0 0 TIM DUNLAP TRUSTEE 0 129397 0 4980 0 344 0 46852 0 12164 0 193737 0 0 RICHARD CLARSON ADMINISTRATOR 159030 0 0 0 0 0 0 0 11714 0 170744 0 0 0 PART III FORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART II RICHARD CLARSON IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PEFORMING SIMILAR DUTIES FOR THE FILING ORGANIZATION'S RELATED AND AFFILIATED, BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS PAID DIRECTLY BY THE EXCAVATING, GRADING AND ASPHALT CRAFT LOCAL 731 HEALTH AND WELFARE FUND AND A PORTION IS REIMBURSED TO THAT FUND BY THE FILING ORGANIZATION. HIS COMPENSATION IS COMPRISED OF WAGES AND CONTRIBUTIONS TO A HEALTH BENEFIT PLAN. HE IS CONSIDERED AN OFFICER OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES. MICHAEL RICHARDSON IS A PARTNER WITH THE LAW FIRM FRANCZEK RADELET PC WHICH RECEIVES INDIRECT COMPENSATION FOR MR. RICHARDSON SERVING AS AN INDIVIDUAL TRUSTEE ON THE PLAN'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR PRIOR TO FILING AFTER REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY ALONG WITH OTHER TEAMSTERS LOCAL 731 BENEFIT FUNDS. THE STUDY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C EXPLANATION: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. 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