2015-01-12T17:02:40-06:00 2014-05-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 60661 990 2013-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 LARRY MCNIFF TRUSTEE 6304720627 2015-01-12 1 HOWARD SIMON P00158008 3126550037 2013 2016-02-25 16:41:14Z LAWRENCE MCNIFF 1520 KENSINGTON NO 200 OAKBROOK IL 60523 37853799 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 6 25 0 0 0 0 0 17974516 16686303 1576067 1008412 61719 19201 19612302 17713916 0 0 13964190 14378150 9438 12124 0 0 0 1002731 1056463 14976359 15446737 4635943 2267179 43316988 47585816 8156302 8200643 35160686 39385173 X TO PROVIDE MEDICAL,DENTAL,DISABLITY,AND DEATH BENEFITS 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 25 1 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6304720627 1520 KENSINGTON OAKBROOK IL 60523 MICHAEL SWANBERG TRUSTEE 3.00 X 0 0 0 PAUL WENDE TRUSTEE 3.00 40.00 X 0 127690 102851 TIM BELL TRUSTEE 3.00 X 0 0 0 LAWRENCE MCNIFF CHAIRMAN 3.00 40.00 X 0 142091 109846 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 77103 98851 MARK LEBUZ TRUSTEE 3.00 X 0 0 0 RICHARD ROWE TRUSTEE - PAST 3.00 40.00 X 0 61128 8073 STEVE PEPPA TRUSTEE - PAST 3.00 X 0 0 0 0 408012 319621 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 425621 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 286003 2 EMPLOYER CONTRIBUTIONS 900099 15235560 15235560 EMPLOYEE CONTRIBUTIONS 900099 1319480 1319480 MEDICARE PART D SUBSIDY 900099 131263 131263 16686303 975344 975344 20172951 20139883 33068 33068 33068 OTHER INCOME 900099 19201 19201 19201 17713916 16705504 0 1008412 14378150 12124 264519 40833 48822 106897 524586 52585 13317 4904 15446737 4767092 1644794 1712000 1752583 8869 9543 36666249 44040404 162778 138492 43316988 47585816 92902 101141 8063400 8099502 8156302 8200643 X 0 0 0 0 35160686 39385173 35160686 39385173 43316988 47585816 2267179 1957308 0 X X 0 1 X 1 0 0 EST LIAB CLMS-FRM EXTENDED ELGIBILITY 5067000 EST LIAB CLMS- INCURRED NOT PAID 1077000 ACCUM BALANCE IN PART. MRA ACCOUNTS 1955502 8099502 X 19433064 1957308 1957308 17475756 106897 131263 238160 17713916 15172475 0 15172475 106897 167365 274262 15446737 PART X, LINE 2: AS OF MAY 31, 2014, THERE WERE NO UNCERTAIN TAX 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDIT FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2014, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 131,263. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 36,102. MEDICARE PART D SUBSIDY 131,263. 0 0 0 PAUL WENDE TRUSTEE 0 125527 0 0 0 2163 0 77680 0 25171 0 230541 0 0 LAWRENCE MCNIFF CHAIRMAN 0 139004 0 0 0 3087 0 84675 0 25171 0 251937 0 0 JACK CANNIFF TRUSTEE 0 75853 0 0 0 1250 0 73968 0 24883 0 175954 0 0 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP, INC. IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND A WRITTEN POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE U.S. DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. 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. PART XII, LINE 2C THERE HAS BEEN NO CHANGE THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. IRONWORKERS LOCAL 63 PENSION FUND 1520 KENSINGTON SUITE 200 OAKBROOK IL 60523 363519910 PENSION FUND IL 401 (A) 0 IRONWORKERS LOCAL 63 UNION 2525 W LEXINGTON STREET BROADVIEW IL 60153 360743355 LABOR UNION IL 501(C)(5) 0 IRONWORKERS LOCAL 63 TRAINING SCHOOL 2523 W LEXINGTON STREET BROADVIEW IL 60153 362365717 TRAINING IL 501(C)(5) 0 1ST AMERICAN STEEL LLC 4-S ERECTION INC ACORN FENCE & CONSTRUCTION INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC ADVANCED WELDING & EQUIPMENT INC ALLEN ARCHITECTURAL METAL INC ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC ALUMINUM PRODUCTS INC AMERICAN STEELWORKS INC ANAGNOS DOOR CO INC ANTAMEX INC ARCHITECTURAL PANEL SYSTEMS INC ARCHITECTURAL SYSTEMS INC ARCWALL AREA ERECTORS INC ASC WINDOW CORPORATION AUBURN CORPORATION AUTOMATIC DOORS INC B & D CONTRACTORS INC BAKES STEEL ERECTORS BCBM LLC BBENSON INDUSTRIES INC BERGLUND CONSTRUCTION COMPANY BLUE SKY LLC BMC INC BUILDERS CHICAGO CORP BUILT BEST FENCE INC C & B GLASS INC CANNON EQUIPMENT CO CANTRELL CONSTRUCTION INC CELTIC IRON INC CHICAGO FLYHOUSE INC CHICAGO HEIGHTS CONSTRUCTION CO CHICAGO HEIGHTS GLASS INC CHICAGO SPOTLIGHT INC CHICAGO STEEL CONSTRUCTION LLC CHRISTOPHER GLASS & ALUMINUM CK II CONTRACTING INC COLLINS & HERMANN INCFE COMMERCIAL FENCE INC COMPLETE CANOPY SERVICES INC COMPOSITE STEEL PRODUCTS INC CONDOR ERECTION CORSETTI STRUCTURAL STEEL INC CR MEYER & SONS CO CROSSROADS CONSTRUCTION INC CROWN CORR INC CUSTOM WINDOW D & M ARCHITECTURAL METALS INC DALTON FENCE LLC DEPASQUALE STEEL ERECTORS INC DG RIGGING INC DOOR SERVICE INC DOOR SYSTEMS INC DORAL CORP DORMA USA DUBURG IRON WORKS INC DUROWELD COMPANY INC DYNAMIC IRON INC EASTERN CONSTRUCTION INC ELITE IRONWORKS EM III ARCHITECTURAL ENCLOS CORP EXPRESS CONTRACTINGFE EXTREME REACH TALENT INC FACADE TEK FEDERAL RENT-A-FENCE FLYNN FENCE AND SUPPLY CO GAMMA INSTALLATIONS GATEWAY GLAZING INC GAUTHIER GLASS GFS CONSTRUCTION GFS CONSTRUCTIONFE GFS FENCE GUARDRAIL & SIGNAGE GLASS DESIGNERS INC GMSGLASS MANAGEMENT SERVICES GRAYCOR INDUSTRIAL CONSTRUCTORS INC GREAT LAKES STEEL ERECTION INC GROVE MASONRY MAINTENANCE INC GUARDIAN CONSTRUCTION PRODUCTS INC HARMON INC HART ERECTORS INC HERITAGE STEEL CONSTRUCTION LLC HORIZON ORNAMENTAL INC HOSS STEEL SOLUTIONS HOUSE OF DOORS INC HUDSON WALLS LLC IG COMMERICAL INC ILLINOIS CONTRACT GLAZING INC ILLINOIS SASH ERECTORS INC ILLINOIS STEEL BUIDLINGS INC IMPACT IRON LLC INDEPENDENT MECHANICAL INDUSTRIES INC INDUSTRIAL DOOR CO OF CHICAGO INDUSTRIAL FENCE INC INDUSTRIAL FENCE SUPPL CO INDUSTRIAL MATERIAL SUPPLY IN-LINE FENCE AND FABRICATING CO IWEISS INC J & D ERECTORS INC J & S CANOPY SERVICES LLC JANGHO CURTAIN WALL AMERICAS CO JANSON INDUSTRIES JB ERECTORS INC K & K IRON WORKS INC KD JOHNSON INC KLEIN DICKERT MILWAUKEE INC KUJO INC L & M WELDING INC LEECO CONSTRUCTION INC LEECO CONSULTANTS LEGNA INSTALLERS INC LEGNA IRON WORKS INC M & M STEEL ERECTORS LLC MACKENZIE CONSTRUCTION MAJESTIC STEEL ERECTORS MECCOR INDUSTRIES LTD MECHANICAL & INDUSTRIAL STEEL MERCEDES SECTION 5 INSTALLATION LLC METAL BUILDING OF WI INC METAL ERECTOR INC METROPOLITAN STEEL INC MHS TECHNICAL SERVICES INC MID AMERICA STEEL ERECTORS INC MID-STATES GLASS & METAL MIDWEST FENCE CORP MIDWEST SKYLITE SERVICE MIDWEST STAIRS & IRON INC MILK GLASS COMPANY MJ ERECTORS INC MORCOM CONSTRUCTION CO MTH INDUSTRIES NATHAN-LINN & SONS INC NATIONAL FENCE CORPORATION NATIONAL STEEL & GLASS LLC NEW HORIZON STEEL NICK'S METAL FABRICATING & SONS INC NORTH CHICAGO IRON WORKS NORTHERN CONTRACTING INC NORTHERN ILLINOIS FENCE INC OLD CASTLE BUILDING ENVELOPE ORNOFF'S WELDING OSMAN CONSTRUCTION CORP P & P ARTEC INC PACIFIC FENCE INC PANIAGUA GROUP INC PAPPAS CONSTRUCTION CO PAULY JAIL BUILDING CO INC PERMASTEELISA NORTH AMERICA CORP PIERINI IRON WORKS INC PINNACLE GROUP INC PLATA CORP POINT STEEL ERECTORS INC POOK DIEMONT & OHL INC PRECISION IRON INSTALLATIONS PRIME ARCHITECTURAL METAL & GLASS INC PRIMERA IRON WORKS PRO FENCE INC QUINCO STEEL INC R & I ORNAMENTAL IRON INC REFLECTION WINDOW COMPANY LLC REGAL STEEL ERECTORS LLC RWC CONSTRUCTION LLC SCHAEF GLASS COMPANY SCHMIDT STEEL INC SECURITY INDUSTRIES INC SIEVERT ELECTRIC SERVICE & SALES SPECIALTY CONSTRUCTION LLC STAIR ONE INC STEEL COMPONENTS STEPPO SUPPLY & CONSTRUCTION INC STRATA CONTRACTORS LTD STRUCTURAL STRATEGIES INC STRUCTURFLEX LLC SUNDANCE ENERGY INC T MOONCOTCH INC TAYLOR ELECTRIC COMPANY TBS INDUSTRIAL DOORS TCT RIGGING INC TEXAS SCENIC CO INC THE AMERICAN GROUP TMJ RAILINGS TNA SEALANTS INC TONN & BLANK CONSTRUCTION LLC TRAINOR GLASS COMPANY UNDERLAND ARCH SYSTEMS UNION FENCE UNION FENCING OF ILLINOIS INC UPRIGHT IRON WORKS INC WAUSAU WINDOW & WALL SYSTEMS WEB PRODUCTION WESTERN ARCHITECTURAL IRON COMPANY WESTERN REMAC INC WILLIAM STEEL ERECTORS YOUNG CONCRETE ENTERPRISES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0