2015-01-11T10:40:18-06:00 2014-02-28 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 606611414 990 2013-03-01 362443112 WILL COUNTY LOCAL 174 CARPENTERS WELFARE FUND WILL 8157414737 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 GARY PERINAR Sec/Treasurer 8157414737 2015-01-08 1 Andy Hein P00499757 3126550037 2013 2016-03-07 17:11:31Z GARY PERINAR 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 31319877 0 1 X N/A X 1960 IL TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 6 2 17 0 0 0 0 0 14771816 16227199 115192 161285 309075 185767 15196083 16574251 0 0 12117323 12496590 527026 476047 0 0 0 972920 1062409 13617269 14035046 1578814 2539205 10679542 13410548 337568 500089 10341974 12910459 X 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 1143 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. THE PLAN PROVIDES MEDICAL, DENTAL, VISION, AND LIFE BENEFITS TO 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 1 541 0 1 17 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 SHERRY BAILEY 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 274972 109061 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 274972 109061 0 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ACCESS FEES 456652 ARNOLD & KADJAN 203 N LASALLE SUITE 1650 CHICAGO IL 60601 LEGAL SERVICES 255066 2 EMPLOYER CONTRIBUTIONS 900099 14627306 14627306 MEMBER CONTRIBUTIONS 900099 1452018 1452018 MEDICARE D SUBSIDIES 900099 147875 147875 16227199 130095 130095 14776816 14745626 31190 31190 31190 REIMB SAL & RELATED EXP 900099 185767 185767 185767 16574251 16412966 0 161285 12496590 10575 250574 84960 105350 24588 166774 62055 44107 628418 88718 53817 2924 2866 6090 6640 14035046 2008679 1951507 3061296 1387638 1751528 1282738 19658 26233 136203 110462 16583 25741 3641045 8687380 180753 49311 10679542 13410548 39449 35880 298119 464209 337568 500089 X 0 0 0 0 10341974 12910459 10341974 12910459 10679542 13410548 2539205 29280 0 X X 0 1 X 1 0 136203 110462 25741 25741 RECIPROCITY PAYABLE 417037 DUE TO AFFILIATED FUNDS 47172 464209 X 16225782 29280 29280 16196502 44107 333642 377749 16574251 13657297 -333642 -333642 13990939 44107 44107 14035046 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, 2014 and 2013, 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, 2014, the Plan is no longer subject to income tax examinations for tax years prior to 2010. Part XI, Line 4b - Other Adjustments: REIMB PAYROLL NET ON F/S MEDICARE D SUBSIDIES RECEIVED NET W/CLAIMS ON F/S Part XII, Line 2d - Other Adjustments: REIMB PAYROLL GROSS ON 990 MEDICARE SUBSIDY RECEIVED NET W/CLAIMS ON F/S 0 0 0 GARY PERINAR JR Trustee 0 270909 0 0 0 4063 0 87279 0 21782 0 384033 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 WTIH 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 SAFWAY SERVICES LLC FCL BUILDERS LLC HAWK CONTRACTING GROUP LLC MCT SERVICES LLC SAFWAY ATLANTIC LLC SCURTO CEMENT CONSTRUCTION LTD DURKIN CONSTRUCTION MANAGEMENT LTD JCB FLOORING LLC PRODIGY CONSTRUCTION LLC AIRTITE CONTRACTORS INC ALBIN CARLSON & CO ALCA INC ALF INTERIORS INC ALRIGHT CONCRETE CO AMERICAN MECHANICAL SERVICES ANI-GALE ARCHITECTURAL FIXTURES INC ATLANTIC PLANT MAINTENANCE ATLANTIC PLANT SERVICES BAILIWYCK BARTON MALOW CO BAUMGARTNER CONSTRUCTION INC BENNETT & BROSSEAU ROOFING IN BERGLUND 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