2015-02-07T13:44:34-06:00 2014-06-30 470900880 CALIBRE CPA GROUP PLLC 19615 SOUTH LAGRANGE ROAD MOKENA IL 60448 990 2013-07-01 366073849 GARAGE ATTENDANTS LINEN AND LAUNDRY HEALTH & WELFARE FUND LOCAL 731 IBT GARA 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 JOHN J LISNER TRUSTEE 6308874150 2015-02-07 1 CHARLES DIGIOVANNI P00284901 7089957180 2013 2016-03-07 17:11:31Z JOHN J LISNER 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 73921635 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 8 4 0 0 0 0 0 0 18245442 18474016 763554 775649 0 0 19008996 19249665 0 0 14271573 15214166 0 0 0 0 0 763254 785400 15034827 15999566 3974169 3250099 31503995 37070247 130198 1514375 31373797 35555872 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE, SCHOLARSHIP, LOSS OF TIME AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES 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 1 106 0 1 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 X JOHN J LISNER 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 TERRENCE J HANCOCK TRUSTEE 0.50 40.00 X 0 250020 73214 JOHN J LISNER TRUSTEE 0.50 40.00 X 0 206820 73214 DALE BOLT TRUSTEE 0.50 40.00 X 0 161190 66144 TIM DUNLAP TRUSTEE 0.50 40.00 X 0 105125 53298 JAMES BUIK TRUSTEE 0.50 X 0 0 0 EDWARD DENORMANDIE TRUSTEE 0.50 X 0 0 0 MICHAEL RICHARDSON TRUSTEE 0.50 X 0 0 0 BRAD WEBB TRUSTEE 0.50 X 0 0 0 RICHARD CLARSON ADMINISTRATOR 20.00 20.00 X 148288 0 11522 148288 723155 277392 1 0 1 1 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 543829 HEALTH MANAGEMENT CONCEPTS INC 181 COMMODORE DRIVE JUPITER FL 33477 WELLNESS BENEFITS 119893 2 EMPLOYER CONTRIBUTIONS 900099 16829523 16829523 PARTICIPANT AND RETIREE CONTRIBUT 900099 1644493 1644493 18474016 696716 696716 54750903 54671970 78933 78933 78933 19249665 18474016 0 775649 15214166 91638 38799 49315 45392 90877 33022 48123 3278 12412 REIMBURSED ADMIN EXPENS 368161 SCHOLARSHIP EXPENSES 4383 15999566 2515648 2659090 2885990 1981475 2136541 1913734 19546 15458 67317 60646 9949 6671 23859714 30442876 76607 50943 31503995 37070247 34098 143875 96100 1370500 130198 1514375 X 0 0 0 0 31373797 35555872 31373797 35555872 31503995 37070247 X 3250099 2168976 -1237000 X X 0 1 X 1 0 67317 60646 6671 6671 CLAIMS PAYABLE AND INCCURED BUT NOT REPORTED CLAIMS 1370500 1370500 X 21369326 2168976 2168976 19200350 49315 49315 19249665 15816751 0 15816751 49315 133500 182815 15999566 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, 2014 AND 2013, 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, 2014, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2011. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND INCURRED BUT UNREPORTED CLAIMS 133,500. 0 0 0 TERRENCE J HANCOCK TRUSTEE 0 250020 0 0 0 0 0 61263 0 11951 0 323234 0 0 JOHN J LISNER TRUSTEE 0 206820 0 0 0 0 0 61263 0 11951 0 280034 0 0 DALE BOLT TRUSTEE 0 161190 0 0 0 0 0 54193 0 11951 0 227334 0 0 TIM DUNLAP TRUSTEE 0 105125 0 0 0 0 0 41347 0 11951 0 158423 0 0 RICHARD CLARSON ADMINISTRATOR 148288 0 0 0 0 0 0 0 11522 0 159810 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 A, LINE 8A THE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE TEAMSTERS 731 HEALTH AND WELFARE FUNDS WHICH HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING AFTER THE BOARDS REVIEW, THE FORM IS APPROVED AND FILED FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY ALONG 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 XI, LINE 9: JUNE 30, 2013 LIABILITY FOR CURRENT AND UNREPORTED CLAIMS PAYABLE -1,237,000. PART XII LINE 1 IN PREVIOUS YEARS, THE ORGANIZATION DID NOT RECORD CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED CLAIMS. STARTING IN THE CURRENT YEAR, THESE ITEMS ARE NOW BEING RECORDED. FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE FROM PRIOR YEAR. LOCAL #731 PRIVATE SCAV & GARAGE ATTEND PENS TRUST FUND 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 366513567 TO PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS IL 401(A) 0 LOCAL #731 LINEN & LAUNDRY PENSION TRUST FUND 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 516051697 TO PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS IL 401(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 361053335 LABOR UNION IL 501(C)(5) 0 A&A TRUCKING AND AUTO INC CONTRIBUTING EMPLOYER 0 AW ZENGELER CLEANERS INC CONTRIBUTING EMPLOYER 0 ADVANCED DISPOSAL SERVICES CONTRIBUTING EMPLOYER 0 AL PIEMONTE FORD INC CONTRIBUTING EMPLOYER 0 ALLIED WASTE SERVICES CONTRIBUTING EMPLOYER 0 ALSCO INC CONTRIBUTING EMPLOYER 0 ANGELICA TEXTILE SERVICES INC CONTRIBUTING EMPLOYER 0 APPLE CHEVROLET INC CONTRIBUTING EMPLOYER 0 ARAMARK UNIFORM CONTRIBUTING EMPLOYER 0 ARC DISPOSAL CONTRIBUTING EMPLOYER 0 BBD TRUCKING INC CONTRIBUTING EMPLOYER 0 BERMAN'S LINCOLN MERCURY 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