2025-12-12T14:07:01-06:00 2025-04-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2024-05-01 237004205 UA LOCAL UNION NO 125 H&W FUND HEAL 3193627977 5001 J STREET SW SUITE 100 CEDAR RAPIDS IA 52404 MIKE SADLER II CHAIRMAN OF THE BOARD 3193627977 2025-12-09 1 0 BRITTNEY FOX P01683034 3193632697 2025-12-09 2024 2025-03-06 01:10:19Z MIKE SADLER II 5001 J STREET SW SUITE 100 CEDAR RAPIDS IA 52404 31742994 0 X N/A X 1967 IA PROVIDE HEALTH & WELFARE BENEFITS FOR MEMBERS 8 0 0 12 0 0 0 0 20443004 20966237 2065154 3013911 0 0 22508158 23980148 0 0 15086287 16800128 0 0 0 0 0 1113460 1234973 16199747 18035101 6308411 5945047 46343486 53316570 156548 113040 46186938 53203530 PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS FOR APPROXIMATELY 1,013 MEMBERS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 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 1 1 1 0 1 132 0 1 0 0 0 0 0 0 0 0 0 X 8 0 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X EASTERN IOWA FRINGE BENEFIT FUNDS INC 3193626062 5001 J STREET SW SUITE 100 CEDAR RAPIDS IA 52404 MICHAEL SADLER II CHAIRMAN 1.00 40.00 X X 0 111614 38566 RUSS BECKMAN MANAGEMENT ALTERNATE 1.00 40.00 X 0 0 0 DUSTIN ASHMORE LABOR TRUSTEE 1.00 40.00 X 0 0 0 MIKE SMITH MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 SCOT STOLTENBERG MANAGEMENT ALTERNATE 1.00 40.00 X 0 0 0 TAMMY MUSSER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 WENDY BESLER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOE LATTA LABOR ALTERNATE 1.00 40.00 X 0 0 0 BRET BRECKE SECRETARY 1.00 40.00 X X 0 0 0 BILL HUDSON LABOR TRUSTEE 1.00 40.00 X 0 0 0 MATT KRANZLER LABOR TRUSTEE 1.00 40.00 X 0 0 0 LARRY HUSEMANN LABOR ALTERNATE 1.00 40.00 X 0 0 0 0 111614 38566 0 0 0 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVE HARTFORD CT 06156 ADMINISTRATIVE SERVICES 379155 EASTERN IOWA FRINGE BENEFIT FUNDS INC 1831 16TH AVE SW CEDAR RAPIDS IA 52404 ADMINISTRATIVE SERVICES 362160 REINHART BOERNER VAN DEUREN SC 80 SOUTH 8TH STREET SUITE 900 MINNEAPOLIS MN 55402 LEGAL SERVICES 159612 3 CONTRIBUTIONS 525100 20966237 20966237 20966237 2426805 2426805 8349952 7762846 587106 587106 587106 23980148 20966237 0 3013911 16800128 159612 87687 28625 75758 38849 12817 362160 8561 MEDICAL ADMINISTRATIVE 451428 MISCELLANEOUS 8012 MEMBERSHIP DUES AND SUB 1123 MEALS & ENTERTAINMENT 341 18035101 39654 71622 1807996 913487 2367890 3802437 7209 9469 117593 117593 0 0 42012457 48395315 108280 124240 46343486 53316570 124637 86282 31911 26758 156548 113040 X 0 0 0 0 46186938 53203530 46186938 53203530 46343486 53316570 5945047 1195187 0 X 0 1 X 1 0 13293 13293 0 104300 104300 0 0 X 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 EASTERN IOWA FRINGE BENEFIT FUNDS, INC WAS DELEGATED CONTROL OVER THE MANAGEMENT DUTIES AS PLAN ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A FOUR OF THE TRUSTEES ARE DESIGNATED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF IOWA, INC. FOUR OF THE TRUSTEES ARE DESIGNATED BY THE CEDAR RAPIDS LOCAL 125 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT RETURN WILL BE PROVIDED TO THE ORGANIZATION'S TRUSTEES. ONCE QUESTIONS ARE RESOLVED THE ORGANIZATION'S INDEPENDENT TAX PREPARER, CLIFTONLARSONALLEN LLP, WILL ELECTRONICALLY FILE THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES TRUSTEES TO CONDUCT BUSINESS WITHIN THE GUIDLINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICT OF INTEREST. CONFLICTS MUST BE REPORTED TO THE BOARD. EACH TRUSTEE IS REQUIRED TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT THE TRUSTEE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD IT, AGREES TO COMPLY WITH IT, AND HAS DISCLOSED ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST WHICH THE TRUSTEE IS AWARE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. LOCAL UNION NO 125 JATC FUND 5101 J STREET SW CEDAR RAPIDS IA 52404 426235695 SCHOOL/TRAINING CENTER IA 501(C)(3) LINE 2 N/A 0 UNITED ASSOCIATION OF JOURNEYMEN 125 PLUMBERS & PIPEFITTERS 1839 16TH AVENUE SW CEDAR RAPIDS IA 52404 420573285 UNION HALL IA 501(C)(5) N/A 0 UA LOCAL 125 RETIREMENT SAVINGS PLAN 1831 16TH AVENUE SW CEDAR RAPIDS IA 52404 421497403 RETIREMENT IA 401(A) N/A 0 UA LOCAL UNION NO 125 VACATION FUND 1831 16TH AVENUE SW CEDAR RAPIDS IA 52404 421360694 VACATION IA 501(C)(5) N/A 0 AC CONTRACTING LLC JOHNSON CONTROLS GWS LLC WEITZ COMPANY LLC FLUID MECHANICAL LLC SPATIAL BIM LLC AAA MECHANICAL CONTRACTORS ACE REFRIGERATION INC ALL TEMP REFRIGERATION INC AUGUST WINTER & SONS INC BAKER GROUP BILFINGER INDUSTRIAL SERVICES BOWKER MECHANICAL CONTRACTORS BRECKE BG INC CLIMATE ENGINEERS INC CRAWFORD HEATING DAY MECHANICAL SYSTEMS INC DPT GROUP EASTERN IOWA FRINGE BENEFIT FRANK MILLARD & CO GEORGE KONDORA PLUMBING HANNA PLUMBING & HEATING INC HAYES MECHANICAL HUSSMAN SERVICES ILTEN'S INC JOHNSON CONTROLS GWS LLC LOCAL 125 EDUCATION FUND MARICK INC MCCANN MECHANICAL INC MECHANICAL SERVICE INC MILLWRIGHT SERVICE INC MMC MECHANICAL CONTRACTORS INC MODERN PETERSEN PLUMBING & HEATING PIPE PRO INC PLUMBERS PIPEFITTERS LOCAL 125 PORTZEN CONSTRUCTION INC PRIME MECHANICAL INC RAGAN MECHANICAL RMB CO INC ROSS L W & SONS RUYLE MECHANICAL SERVICES INC RYAN & ASSOCIATES INC SAL'S PLUMBING SEITHER & CHERRY COMPANY UNITED PIPING INC WALDINGER CORPORATION WEITZ COMPANY WINGER CONTRACTING CO WINONA CONTROLS - DUBUQUE EASTERN IOWA FUNGE BENEFIT FUNDS INC 1831 16TH AVENUE SW CEDAR RAPIDS IA 52404 421395230 THIRD PARTY ADMINISTRATOR IA UA LOCAL UNION NO 125 H&W FUND C 1.00000 0 SUMMIT REFRIGERATION GROUP P&E COMPANY ABOVE ALL PLUMBING SERVICE AC CONTRACTING LLC COMMERCIAL EDGE PLUMBING LLC GARTNER REFRIGERATION & MANUFACTURING LOTEMP EQUIPMENT COMPANY PCI ENERGY SERVICES LLC SEGUIN MORRIS USA INC SYSTEMWORKS LLC TWEETGAROT 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 EASTERN IOWA FRINGE BENEFIT FUNDS R 362160 CASH TRANSFERRED EASTERN IOWA FRINGE BENEFIT FUNDS S 21127002 EMPLOYER CONTRIBUTIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST NAME OF RELATED ORGANIZATION: EASTERN IOWA FRINGE BENEFIT FUND, INC. DIRECT CONTROLLING ENTITY: UA LOCAL UNION NO. 125 H&W FUND