2017-05-13T12:44:26-05:00 2016-06-30 470900880 CALIBRE CPA GROUP PLLC 19615 SOUTH LAGRANGE ROAD MOKENA IL 60448 990 2015-07-01 362392752 PRIVATE SCAVENGERS HEALTH & WELFARE FUND 731 I B OF T PRIV 6308874150 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 JOHN J LISNER TRUSTEE 6308874150 2017-05-13 1 CHARLES DIGIOVANNI P00284901 7089957180 2017-05-13 2015 2021-01-29 14:40:06Z TERRENCE J HANCOCK 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 33288381 0 X N/A X 1953 IL TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 6 3 0 0 0 0 0 0 23165960 23724056 238303 420678 0 0 23404263 24144734 0 0 25647737 29559215 0 0 0 0 0 898730 830244 26546467 30389459 -3142204 -6244725 44532034 39604458 2149948 2500426 42382086 37104032 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 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 1 182 0 1 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 0 1 1 0 X TERRENCE J HANCOCK 6308874150 1000 BURR RIDGE PKWY BURR RIDGE IL 60527 TERRENCE J HANCOCK TRUSTEE 0.50 40.00 X 0 268296 84938 JOHN LISNER TRUSTEE 0.50 40.00 X 0 222148 84938 TIM DUNLAP TRUSTEE 0.50 40.00 X 0 134721 59016 THOMAS YONKER TRUSTEE 0.50 X 0 0 0 LAWRENCE GROOT TRUSTEE 0.50 X 0 0 0 STEVE VOGRIN TRUSTEE 0.50 X 0 0 0 RICHARD CLARSON ADMINISTRATOR 20.00 20.00 X 159030 0 11714 159030 625165 240606 1 0 1 1 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 886490 DEARBORN NATIONAL 1020 31ST STREET DOWNERS GROVE IL 60515 LIFE INSURANCE 163864 HEALTH MANAGEMENT CONCEPTS INC 181 COMMODORE DRIVE JUPITER FL 33477 WELLNESS BENEFITS 151930 3 EMPLOYER CONTRIBUTIONS 900099 19947980 19947980 PARTICIPANT AND RETIREE CONTRIBUT 900099 3776076 3776076 23724056 414803 414803 9149522 9143647 5875 5875 5875 24144734 23724056 0 420678 29559215 40642 27000 80445 45129 77767 52925 59767 1273 17827 SHARED ADMIN EXPENSES R 427469 30389459 1701775 614732 9617 4101 2288423 2068757 17694 17694 68606 64490 5389 4116 18786694 17865141 21722442 19029917 44532034 39604458 200656 46366 1949292 2454060 2149948 2500426 X 0 0 0 0 42382086 37104032 42382086 37104032 44532034 39604458 -6244725 966671 0 X X 0 1 X 1 0 68606 64490 4116 4116 COMMON COLLECTIVE TRUST NIS INTERMEDIATE FIXED INCOME FD 19029917 F 19029917 DUE TO AFFILIATED FUNDS 103060 CURRENT AND INCURRED BUT NOT REPORTED CLAIMS PAYABLE 2351000 2454060 X 25030960 966671 966671 24064289 80445 80445 24144734 29855014 0 29855014 80445 454000 534445 30389459 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 UNREPORTED CLAIMS 454,000. 0 0 0 TERRENCE J HANCOCK TRUSTEE 0 258274 0 9940 0 82 0 72774 0 12164 0 353234 0 0 JOHN LISNER TRUSTEE 0 213584 0 8220 0 344 0 72774 0 12164 0 307086 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. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY ADMINISTRATIVE PERSONNEL AND THE FUND ADMINISTRATOR. AT LEAST ONE TRUSTEE ALSO REVIEWS THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY 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: THE PROCESS HAS NOT CHANGED. LOCAL 731 PRIVATE SCAVENGERS AND GARAGE ATTENDANTS PENSION TRUST FUND 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 366513567 TO PROVIDE RETIREMENT BENFITS FOR ELIGIBLE PARTICIPANTS IL 401(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 361053335 LOCAL UNION IL 501(C)(5) 0 ALLIED WASTE SERVICES CONTRIBUTING EMPLOYER 0 WASTE MGMT CLEARING 02009 CONTRIBUTING EMPLOYER 0 GROOT RECYCLING & WASTE CONTRIBUTING EMPLOYER 0 LAKE SHORE WASTE SERVICES LLCRECYCLING SYSTEMS INC CONTRIBUTING EMPLOYER 0 HOMEWOOD SCAVENGER SERVICE INC CONTRIBUTING EMPLOYER 0 ADVANCED DISPOSAL SERVICES FLOOD BROTHERS DISPOSAL STROM REFUSE & REMOVAL SERVICE D & P CONSTRUCTION CO INC RECY TRI STATE DISPOSAL INC INDEPENDENT RECYCLING SER INC CONTRIBUTING EMPLOYER 0 AUBURN DISPOSAL INC CONTRIBUTING EMPLOYER 0 CHICAGO DISPOSAL INC CONTRIBUTING EMPLOYER 0 MBL RECYCLING INC CONTRIBUTING EMPLOYER 0 MIDWEST MARINE TERMINALS INC CONTRIBUTING EMPLOYER 0 J & B TRUCKING CONTRIBUTING EMPLOYER 0 ENO INC CONTRIBUTING EMPLOYER 0 ECONOMY DISPOSAL SERVICE INC CONTRIBUTING EMPLOYER 0 ILLIANA DISTRIBUTION SYSTEMS CONTRIBUTING EMPLOYER 0 H2 TRANSPORT INC CONTRIBUTING EMPLOYER 0 JGB TRUCKING CONTRIBUTING EMPLOYER 0 LAND OF LINCOLN DEVELOPMENT CO CONTRIBUTING EMPLOYER 0 RAY SCHRAMER & COMPANY CONTRIBUTING EMPLOYER 0 VANS DISPOSAL CONTRIBUTING EMPLOYER 0 BOLT SCAVENGER SERVICE INC CONTRIBUTING EMPLOYER 0 MIDWEST REM ENTEPRISES INC CONTRIBUTING EMPLOYER 0 EMESCO MARINE SERVICES CONTRIBUTING EMPLOYER 0 DJURIC TRUCKING CONTRIBUTING EMPLOYER 0 A-H ROLLOFF SERVICES CO CONTRIBUTING EMPLOYER 0 ACCURATE RECYCLING SOLUTIONS CONTRIBUTING EMPLOYER 0 H F P ENTERPRISES INC CONTRIBUTING EMPLOYER 0 HERITAGE DISPOSAL LLC CONTRIBUTING EMPLOYER 0 PRAIRIE DISPOSAL SERVICE INC CONTRIBUTING EMPLOYER 0 RIVERSIDE CONSTRUCTION CONTRIBUTING EMPLOYER 0 ZENERE EXCAVATING CONTRIBUTING EMPLOYER 0 G & J INC CONTRIBUTING EMPLOYER 0 EMIL & ED'S TIRE CONTRIBUTING EMPLOYER 0 WILLEN ENTERPRISES INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 LOCAL 731 GARAGE ATTENDANTS PENSION TRUST FUND K 59767 ALLOCATION APPROVED BY TRUSTEES