2014-01-15T08:26:52-06:00 2013-05-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 60661 990 2012-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 Kensington No 200 OAKBROOK IL 60523 LAWRENCE MCNIFF 6304720627 2014-01-15 1 HOWARD SIMON P00158008 3126550037 2012 2015-11-30 17:44:51Z LAWRENCE MCNIFF 1520 Kensington No 200 OAKBROOK IL 60523 37136058 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 6 24 0 0 0 0 0 16180853 17974516 1120480 1576067 0 61719 17301333 19612302 0 0 12766757 13964190 12323 9438 0 0 0 1024275 1002731 13803355 14976359 3497978 4635943 37022420 43316988 7750180 8156302 29272240 35160686 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 1 159 0 1 24 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 STEPHEN PEPPA 3.00 X 0 0 0 MICHAEL SWANBERG 3.00 X 0 0 0 RICHARD ROWE 3.00 40.00 X 0 126841 96508 PAUL WENDE 3.00 40.00 X 0 110529 96508 TIM BELL 3.00 X 0 0 0 LAWRENCE MCNIFF 3.00 40.00 X 0 139758 101789 0 377128 294805 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 443443 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 252000 2 EMPLOYER CONTRIBUTIONS 900099 16298855 16298855 EMPLOYEE CONTRIBUTIONS 900099 1386800 1386800 MEDICARE PART D SUBSID 900099 288861 288861 17974516 974092 974092 18125731 17523756 601975 601975 601975 Other Income 900099 61719 61719 61719 19612302 18036235 0 1576067 13964190 9438 254500 59905 33093 118093 473595 56824 1493 5228 14976359 3528032 4767092 1672216 1712000 9709 8869 31690036 36666249 122427 162778 37022420 43316988 99499 92902 7650681 8063400 7750180 8156302 X 0 0 0 0 29272240 35160686 29272240 35160686 37022420 43316988 4635943 1252075 428 0 X X 0 1 X 1 0 0 EST LIAB CLMS-FRM EXTENDED ELGIBILITY 4845000 EST LIAB CLMS- INCURRED NOT PAID 1554000 ACCUM BALANCE IN PART. MRA ACCOUNTS 1664400 8063400 X 20457423 1252075 1252075 19205348 118093 288861 406954 19612302 14156686 0 14156686 118093 701580 819673 14976359 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: As of May 31, 2013, 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, 2013, the Plan is no longer subject to income tax examinations prior to the fiscal year ended May 31, 2010. Part XI, Line 4b - Other Adjustments: MEDICARE PART D SUBSIDY 288861. Part XII, Line 4b - Other Adjustments: CHANGE IN BENEFIT OBLIGATIONS 412719. MEDICARE PART D SUBSIDY 288861. 0 0 0 RICHARD ROWE 0 124408 0 0 0 2433 0 71817 0 24691 0 223349 0 0 PAUL WENDE 0 109093 0 0 0 1436 0 71817 0 24691 0 207037 0 0 LAWRENCE MCNIFF 0 136330 0 0 0 3428 0 77098 0 24691 0 241547 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 IRONWORKERS LOCAL 63 TRAINING SCHOOL 3F CORPORATION 4-S ERECTION INC ACORN FENCE & CONSTRUCTION INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC AMERICAN ENCLOSURES INC AMERICAN STEELWORKS INC ANAGNOS DOOR CO INC ANTAMEX INC ARCADIA GLASS & CLADDINGKREZ GROUP ARCHITECTURAL PANEL SYSTEMS INC ARCHITECTURAL SYSTEMS INC ARCWALL AREA ERECTORS INC ARTEC MIDWEST INC ASC WINDOW CORPORATION AUBURN CORPORATION AUTOMATIC DOORS INC B & D CONTRACTORS INC BAKES STEEL ERECTORS BCBM LLC BERGLUND CONSTRUCTION COMPANY BLUE SKY LLC 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 COMMERCIAL FENCE INC COMPLETE CANOPY SERVICES INC COMPOSITE STEEL PRODUCTS INC CONDOR ERECTION CONSOLIDATED STEEL & SUPPLY CO CORSETTI STRUCTURAL STEEL INC CROWN CORR INC CSC ALUMINUM & GLASS INC CUSTOM WINDOW D & M ARCHITECTURAL METALS INC DALTON FENCE LLC DEPASQUALE STEEL ERECTORS 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 ESA STEEL INC FACADE TEK FEDERAL RENT-A-FENCE FENCE FACTORY FAMILY INC FLYNN FENCE AND SUPPLY CO FOWLER FENCING CONTRACTORS INC GAMMA INSTALLATIONS GASKILL & WALTON CONSTRUCTION CO GATEWAY GLAZING INC GAUTHIER GLASS GFS FENCE GUARDRAIL & SIGNAGE GLASS DESIGNERS INC GMSGLASS MANAGEMENT SERVICES GRAND STAGE CO GRAYCOR INDUSTRIAL CONSTRUCTORS INC GREAT LAKES STEEL ERECTION INC GUARDIAN CONSTRUCTION PRODUCTS INC HANDRAIL DESIGN INC HARMON INC HART ERECTORS INC HERITAGE STEEL CONSTRUCTION LLC HORIZON ORNAMENTAL INC HOSS STEEL SOLUTIONS HOUSE OF DOORS INC HUDSON WALLS LLC ILLINOIS CONTRACT GLAZING INC ILLINOIS SASH ERECTORS INC IN-LINE FENCE & FABRICATING CO INDEPENDENT MECHANICAL INDUSTRIES INC INDUSTRIAL DOOR CO OF CHICAGO INDUSTRIAL FENCE INC INDUSTRIAL MATERIAL SUPPLY IWEISS INC J & D ERECTORS INC J & S CANOPY SERVICES LLC JANSON INDUSTRIES JB ERECTORS INC K & K IRON WORKS INC KD JOHNSON INC KLEIN DICKERT MILWAUKEE INC KUJO INC KVM DOOR SYSTEMS L & M WELDING INC LEECO CONSTRUCTION INC LEECO CONSULTANTS LEGNA IRON WORKS INC M & M STEEL ERECTORS LLC MACKENZIE CONSTRUCTION MADISON INDUSTRIES MAJESTIC STEEL ERECTORS MCS STRUCTURES MECCOR INDUSTRIES LTD MECHANICAL & INDUSTRIAL STEEL 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 MJ ERECTORS INC MTH INDUSTRIES NATHAN-LINN & SONS INC NATIONAL ERECTING & GLAZING NATIONAL STEEL & GLASS LLC NICK'S METAL FABRICATING & SONS INC NORTH CHICAGO IRON WORKS NORTHERN CONTRACTING INC NORTHERN ILLINOIS FENCE INC OLD CASTLE BUILDING ENVELOPE ORNOFF'S WELDING P & P ARTEC INC PACIFIC FENCE 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 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 SPOTLIGHT CREW INC STAIR ONE INC STEEL COMPONENTS STEPPO SUPPLY & CONSTRUCTION INC STRATA CONTRACTORS LTD STRUCTURAL STRATEGIES INC T MOONCOTCH INC TAYLOR ELECTRIC COMPANY TBS INDUSTRIAL DOORS TCT RIGGING INC THE AMERICAN GROUP THE DOOR PEOPLE TMJ RAILINGS TNA SEALANTS INC TNA SEALANTS INC TONN & BLANK CONSTRUCTION LLC TRI STATE WELFARE FUNDS UNDERLAND ARCH SYSTEMS UNION FENCE UNION FENCING OF ILLINOIS INC UPRIGHT IRON WORKS INC WEB PRODUCTION WESTERN ARCHITECTURAL IRON COMPANY WESTERN REMAC INC WILLIAM STEEL ERECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0