2016-08-12T13:06:46-05:00 2015-09-30 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2014-10-01 382243531 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 HEALTH & WELFARE FUN INTE 2486414915 700 TOWER DRIVE NO 300 TROY MI 48098 THOMAS BARKER CHAIRMAN 2484510324 2016-08-12 1 LYNNE HUISMANN P00053811 2483757100 2014 2016-12-15 16:53:06Z THOMAS BARKER 700 TOWER DRIVE NO 300 TROY MI 48098 8991811 0 X N/A X 1984 MI HEALTH AND WELFARE TRUST FUND PROVIDING MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 5 0 6 0 0 0 0 7091050 6913816 59428 31638 1402 33631 7151880 6979085 0 0 5171076 5518187 0 0 0 0 0 854800 964192 6025876 6482379 1126004 496706 8979817 9267707 2696492 8423835 6283325 843872 NONE 0 0 COLLECTION OF CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND REMITTANCE OF PREMIUMS AND CLAIMS TO INSURANCE COMPANIES AND CONTRACT BENEFIT ADMINISTRATORS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 128 0 1 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 X JOHN HEALY TRUSTEE 1.00 X 0 0 0 THOMAS BARKER CHAIRMAN 1.00 X X 0 0 0 RYAN DUNN SECRETARY-RESIGNED JULY 2015 1.00 X X 0 0 0 JAMES ARINI TRUSTEE 1.00 X 0 0 0 THOMAS SCOTT SECRETARY 1.00 X X 0 0 0 JEFF MCCARTHY TRUSTEE-APPOINTED JULY 2015 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD OF MICHIGAN PO BOX 2500 DETROIT MI 48231 ADMINISTRATION AND STOP LOSS FEES 532008 BENESYS INC 700 TOWER DRIVE TROY MI 48098 ADMINISTRATION OF HEALTH BENEFITS 217718 2 EMPLOYER CONTRIBUTIONS 811000 6913816 6913816 6913816 44364 44364 2000000 2012726 -12726 -12726 -12726 LIQUIDATED DAMAGES 900099 33631 33631 33631 6979085 6947447 0 31638 5518187 749726 61603 89635 21475 7173 11159 16264 BANK CHARGES 6960 OTHER EXPENSES 197 6482379 3054778 1145754 5705663 3868989 37677 134023 181699 137103 3981838 8979817 9267707 1033162 925818 1663330 7498017 2696492 8423835 X 0 0 0 0 6283325 843872 6283325 843872 8979817 9267707 X 496706 -124099 -4710433 -1101627 X X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT YET REPORTED 476686 FUTURE BENEFITS 1334773 OTHER POSTRETIREMENT BENEFIT OBLIGATION 5686558 7498017 6854986 -124099 -124099 6979085 0 6979085 6482379 0 6482379 0 6482379 FORM 990, PART VI, SECTION A, LINE 2 THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTANED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECASUE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED TO AND APPROVED BY THE CHAIRMAN. PART VI, LINE 12B ANNUALLY, THE BOARD OF TRUSTEES COMPLETE THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE AND AUTHORIZES EXECUTION OF ITS MANAGEMENT REPRESENTATION LETTER TO THE FUNDS AUDITOR IN RESPECT TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE LOCATED AT THE FUND OFFICE UPON REQUEST. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -1,101,627. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR. INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 STATIONARY ENGINEERS' 500 HULET DRIVE BLOOMFIELD TOWNSHIP MI 48302 237109957 TO PROVIDE TRAINING PROGRAMS FOR MEMBERS MI 501(C)(3) LINE 2 1 INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 RETIREMENT TRUST FUND 500 HULET DRIVE BLOOMFIELD TOWNSHIP MI 48302 383685356 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS MI 501 (A) 1 OPERATING ENGINEERS LOCAL 324 STATE OF MICHIGAN POLITICAL ACTION COMMITTEE 500 HULET DRIVE BLOOMFIELD TOWNSHIP MI 48302 383237248 TO MONITOR POLITICAL ACTIVITIES AFFECTING MEMBERS MI 527 1 VILLAGE OF DUNDEE 350 W MONROE STREET DUNDEE MI 48131 386007175 0 VILLAGE OF CARLETON PO BOX 376 CARLETON MI 48117 CHARTER TOWNSHIP OF EAST CHINA 5111 RIVER ROAD EAST CHINA MI 48054 METRO DET AREA HOSP SERVICES 4645 OAKMAN BLVD DETROIT MI 48204 BERLIN CHARTER TOWNSHIP 8000 SWAN VIEW RD NEWPORT MI 48166 FRANKLIN HILLS COUNTRY CLUB PO BOX 250545 FRANKLIN MI 48025 DETROIT ATHLETIC CLUB 241 MADISON AVENUE DETROIT MI 48226 MASONIC TEMPLE 500 TEMPLE AVE DETROIT MI 48201 HINES - DETROIT PUBLIC SAFETY HEADQUARTERS SOMERSET INN LLC DETROIT NEWSPAPER PARTNERSHIP PENEBSCOT SUPPORT SERVICES LLC TRANSWESTERN PROPERTY CO MICHIGAN LLC W J O'NEIL COMPANY JACOBS INDUSTRIAL SERVICES JONES LANG LASALLE MARRIOTT COURTYARD HOTEL DEMARIA BUILDING COMPANY JONES LANG LASALLE - BANK OF AMERICA OLYMPIC STEEL DETROIT RENEWABLE ENERGY TRI-COUNTY LABOR AGENCY GUARDIAN ENVIRONMENTAL SVS CB RICHARD ELLIS-FORD SUMMIT POINTE PYRAMID QUALITY SOLUTIONS KMIA INC B&C TENAIR HVAC SYSTEMS PROFESSIONAL BUSINESS PROVIDERS INC OLYMPIA ARENAS INC CMC & MAINTENANCE INC THE LOGISTICS COMPANY INC LODGING HOST HOTEL CORP CB RICHARD ELLIS-RENCEN DTE METRO ENERGY EXPERT MECHANICAL SERVICE INC J&J MAINTENANCE INC ABM FACILITY SERVICES INC JONES LANG LASALLE AMERICAS INC ABM FACILITY SERVICES INC HINESCOMPUWARE CITI REALITY JLL ADOBA ONE DETROIT CENTER CUSHMAN WAKEFIELD - CITI REALTY CONTINUUM SERVICES -ONE DETROIT CENTER URBAN SERVICES HINESCOLEMAN A YOUNG HIGGINS FACILITIES SERVICES - IRS CENTER ICI SERVICES SIGNATURE ASSOCIATES GUARDIAN PLUMBING ACCENT CONTROLS CONTINUUM SERVICES 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0