2015-12-08T14:17:42-06:00 2015-04-30 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2014-05-01 436071748 WELFARE FUND OF ENGINEERS LOCAL UNION 513 WELF 3147392973 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 PAT KAMMER CHAIRMAN/TRUSTEE 3147392973 2015-12-01 1 THOMAS S HELM CPA P00177916 3146555500 2014 2016-03-07 17:11:31Z PAT KAMMER 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 48288710 0 X N/A X 1966 MO THE PLAN PROVIDES MEDICAL, DENTAL, VISION, ACCIDENT AND DEATH BENEFITS TO PARTICIPANTS OF LOCAL 513 OPERATING ENGINEERS UNION 6 6 0 0 1252515 0 0 0 40422104 43172864 790242 1252515 0 321 41212346 44425700 0 0 28381644 33125815 0 0 0 0 0 2224558 2504643 30606202 35630458 10606144 8795242 46807605 54901455 550823 176124 46256782 54725331 THE PLAN PROVIDES MEDICAL, DENTAL, VISION, ACCIDENT AND DEATH BENEFITS TO PARTICIPANTS OF LOCAL 513 OPERATING ENGINEERS UNION 0 0 THE PLAN PROVIDES MEDICAL, DENTAL, VISION, ACCIDENT AND DEATH BENEFITS TO PARTICIPANTS OF LOCAL 513 OPERATING ENGINEERS UNION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 1 276 0 1 0 1 1 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X X PAT KAMMER 3147393983 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 X PAT KAMMER CHAIRMAN 1.00 X X 0 0 0 DAVID HOFMANN TRUSTEE 1.00 X 0 0 0 LEALON VAUGHN TRUSTEE 1.00 X 0 0 0 JAY SCHULTEHENRICH SECRETARY 1.00 X X 0 0 0 MARK SCHNOEBELEN TRUSTEE 1.00 X 0 0 0 CHARLIE GOODWIN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 RIGHTCHOICE MANAGED CARE INC DBA ANT 1831 CHESTNUT ST ST LOUIS MO 63103 ADMINISTRATIVE SERVICES 1090873 BENESYS INC 13801 RIVERPORT SUITE 401 MARYLAND HEIGHTS MO 63043 ADMINISTRATIVE SERVICES 788123 MILLIMAN USA 500 NORTH BROADWAY SUITE 1750 ST LOUIS MO 63102 ACTUARIAL/CONSULTING SERVICES 136858 DELTA DENTAL 12399 GRAVOIS ROAD 2 ST LOUIS MO 63127 ADMINISTRATIVE SERVICES 113914 4 PLAN CONTRIBUTIONS 900099 42169323 42169323 FEDERAL SUBSIDY INCOME 900099 917368 917368 ALCOHOL/DRUG SCREENING CONTRIBUTI 900099 62855 62855 PENALTY INCOME CONTRIBUTIONS 900099 23318 23318 43172864 927202 927202 4188323 3863010 325313 325313 325313 OTHER REVENUE 900099 321 321 321 44425700 43173185 1252515 0 33125815 33785 20565 44928 126408 2490 2053 78431 MEDICAL ADMINSTRATIVE F 1090873 ADMINISTRATOR FEES 774634 ACTUARIAL FEES 150348 DENTAL ADMINISTRATIVE F 113914 66214 35630458 17766158 13074167 3840835 4126385 25136648 37235400 63964 465503 46807605 54901455 550823 175380 0 744 550823 176124 X 0 0 0 0 46256782 54725331 46256782 54725331 46807605 54901455 8795242 -326693 0 X 0 1 X 0 0 0 DUE TO OTHER LOCAL 513 FUNDS 744 744 X 44099007 -326693 -326693 44425700 0 44425700 35630458 0 35630458 0 35630458 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE PLAN'S TRUSTEES BY A LETTER DATED APRIL 25, 1980, THAT THE PLAN AND RELATED TRUST, AS THEN DESIGNED, WAS IN ACCORDANCE WITH THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE ("IRC"). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN'S TRUSTEES AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE BELIEVE THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX EXEMPT. IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF APRIL 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FINAL VERSION OF THE FORM IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. ANNUITY FUND OF OPERATING ENGINEERS LOCAL 513 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 431712261 ANNUITY FUND FOR MEMBERS OF LOCAL 513 MO 401 N/A 0 HOISTING ENGINEERS PENSION FUND LOCAL 513 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 430827344 PENSION FOR MEMBERS OF LOCAL 513 MO 401 N/A 0 VACATION FUND OF ENGINEERS LOCAL 513 3449 HOLLENBERG DRIVE BRIDGETON MO 630442406 436072624 VACATION FUND FOR MEMBERS OF LOCAL 513 MO 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1