2012-03-02T06:17:23-08:00 2011-06-30 Levinson Simon Hein & Bilkey PC 566 West Lake Street Suite 300 Chicago IL 606611414 990 2010-07-01 362356062 SHEET METAL WORKERS LCL 265 WELFARE FUND SHEE 6306687260 205 ALEXANDRA WAY CAROL STREAM IL 60188 JOHN BOSKE 2011-12-28 Andrew Hein 3126550037 2010 2016-02-24 21:20:13Z 60168670 false false X N/A X 1962 IL PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. 10 10 85 0 0 24316213 24533080 2302075 2015445 305515 273867 26923803 26822392 0 23697031 20635261 940997 924534 0 0 1122951 1500952 25760979 23060747 1162824 3761645 44812566 48452563 13384124 12408203 31428442 36044360 PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. false false PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. false false false false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 830 0 true 85 true false false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false false false true true true true true false false false false X SCOTT WILLIE 6306687260 205 ALEXANDRA WAY CAROL STREAM IL 60188 X SCOTT WILLE 40.00 X 116996 0 37800 RICHARD WAGNER 3.00 X 0 0 0 PAT HUDGENS 3.00 X 0 0 0 KEVIN PRINCE 3.00 X 0 0 0 KEN WIESBROOK 3.00 X 0 0 0 JOHN SHAW 3.00 X 0 0 0 JOHN BOSKE 3.00 X 0 0 0 JACK GENGLER 3.00 X 0 0 0 GERALD PORTER 3.00 X 0 0 0 DON MORAN 3.00 X 0 0 0 CHARLES RUEGGE 3.00 X 0 0 0 116996 37800 1 false true false BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ACCESS FEES 757893 BAUM SIGMAN AUERBACH & NEUMAN 200 WEST ADAMS SUITE 2200 CHICAGO IL 60606 ATTORNEY 114429 2 0 EMPLOYER CONTRIBUTIONS 900099 18543191 18543191 EMPLOYEE CONTRIBUTIONS 900099 5989889 5989889 24533080 1501839 1501839 0 0 0 33859884 33346278 513606 513606 513606 0 0 0 REIMB FROM AFFILIATES 900099 273867 273867 273867 26822392 24806947 2015445 0 0 0 20635261 0 0 492837 188683 166299 76715 0 108103 38991 0 0 61896 1050064 0 91923 38443 0 64943 0 0 4865 0 0 13087 28637 0 23060747 0 0 0 0 1741752 14826922 0 2014969 1919133 0 0 0 0 41820 43891 314363 263644 49731 50719 8315435 31409138 32389093 0 0 0 259766 202760 44812566 48452563 64675 260910 13319449 12147293 13384124 12408203 X 31428442 36044360 31428442 36044360 44812566 48452563 X 3761645 854273 X false true true X false false 48116 23302 24814 184965 167369 17596 81282 72973 8309 50719 PAYROLL TAXES PAYABLE-DISABILITY PAYROLL 1893 EST LIAB FUT CLAIMS-INCURRED NOT REPORTE 2474000 EST LIAB FUT CLAIMS-FROM EXTNDED ELIG 9052900 CLAIMS PAYABLE 618500 12147293 26822392 23060747 3761645 854273 854273 4615918 27340902 854273 854273 26486629 335763 335763 26822392 22724984 22724984 335763 335763 23060747 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S REIMB. EXPENSES FROM AFFILIATED FUNDS $273867 INVESTMENT MANAGEMENT FEES $61896 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S REIMB EXPENSES FROM AFFILIATED FUNDS $273867 INVESTMENT MANAGEMENT FEES $61896 false false false SCOTT WILLE 116996 20495 17305 154796 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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 US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts PERSONS COVERED BY THE CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE BOARD OF TRUSTEES THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST.FOR EACH INTEREST DISCLOSED TO THE BOARD OF TRUSTEES, THE TRUSTEES WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO REFUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FUNDS; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE FUND, OR IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE FUND'S REMOVAL PROCEDURES.THE ADMINISTRATIVE MANAGER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE TRUSTEES HAVE AUTHORIZED THE FUND'S CHAIRMAN AND/OR SECRETARY TO REVIEW THE FORM 990 BEFORE IT IS FILED. SHEET METAL WORKERS LOCAL 265 ED 205 ALEXANDRA WAY CAROL STREAM IL 60188 366148078 TRAINING FUND IL 501(C)5 N/A false SHEET METAL WORKERS LOCAL 265 LMCC 2703 VAN BUREN STREET BELLWOOD IL 60104 364146794 LABOR MANAGEMENT COOPERATION COMMITTEE IL 501(c)5 N/A false SHEET METAL WORKERS LOCAL 265 SRP 205 ALEXANDRA WAY CAROL STREAM IL 60188 363911499 PENSION FUND IL 401(A) N/A false SHEET METAL WORKERS LOCAL 265 PENSION 205 ALEXANDRA WAY CAROL STREAM IL 60188 366168611 PENSION FUND IL 401(A) N/A false false false false false false false false false false false false false true true true true false false