2026-04-07T15:46:47-05:00 2025-05-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2024-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 625 ENTERPRISE DR OAK BROOK IL 605238813 PAUL WENDE TRUSTEE 6304720627 2026-04-07 1 1 AARON PLATH P01360263 3126550037 2026-03-31 2024 2025-03-06 01:10:19Z PAUL WENDE 625 ENTERPRISE DR OAK BROOK IL 605238813 38752888 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 3 40 0 0 0 0 0 25358020 23787172 1941177 3279414 0 0 27299197 27066586 0 0 28035457 29819928 48161 43277 0 0 0 1654557 1695328 29738175 31558533 -2438978 -4491947 98630018 94354601 26538529 25717489 72091489 68637112 X TO PROVIDE MEDICAL, DENTAL, VISION, DISABILITY, DEATH AND OTHER WELFARE 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 1 1 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 0 0 1 40 1 1 1 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRIS KRZYSKO AT BENEFITS MGMT GROUP 6304720627 625 ENTERPRISE DRIVE OAKBROOK IL 60523 MICHAEL SWANBERG TRUSTEE 3.00 X 0 0 0 PAUL WENDE CHAIRMAN 3.00 49.00 X 0 212115 140942 TIM BELL TRUSTEE 3.00 X 0 0 0 MARK LABUZ TRUSTEE 3.00 X 0 0 0 DAVE MURRAY TRUSTEE 3.00 46.00 X 0 186235 130034 FLETCHER HOLMES TRUSTEE 3.00 46.00 X 0 182278 130125 0 580628 401101 0 0 1 0 MARATHON HEALTH 10 WEST MARKET ST SUITE 2900 INDIANAPOLIS IN 46204 HEALTH CARE MANAGEMENT COMPANY 908796 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 878714 UNION EYES 3460 S HALSTED ST CHICAGO IL 60608 VISION CLAIMS ADMINISTRATOR 440037 BENEFITS MANAGEMENT GROUP 625 ENTERPRISE DR OAK BROOK IL 60523 THIRD PARTY ADMIN. 400328 SAV-RX 224 NORTH PARK AVENUE FREEMONT NE 68025 PRESCRIPTION DRUG SERVICE PROVIDER 135927 5 EMPLOYER CONTRIBUTIONS 900099 21843786 21843786 EMPLOYEE CONTRIBUTIONS 900099 1666024 1666024 MEDICARE PART D SUBSIDY 900099 277362 277362 23787172 3062990 3062990 11902726 11686302 216424 216424 216424 27066586 23787172 0 3279414 29819928 43277 382800 89887 53505 202317 883056 74401 5138 ACA FEES 4224 31558533 5140054 4881695 739050 400214 2275618 2211885 111830 140300 1062853 521000 1015524 541853 79377764 78544533 9494407 7322606 475771 311515 98630018 94354601 160536 188142 26377993 25529347 26538529 25717489 X 0 0 0 0 72091489 68637112 72091489 68637112 98630018 94354601 -4491947 1037570 0 X X 0 1 X 1 0 1062853 521000 541853 541853 FIRST LIGHT FOCUS FUND, LIMITED PARTNERSHIP 6450382 F STERLING BAY CAPITAL PARTNERS III, LP 872224 F 7322606 EXTENDED ELIGIBILITY 14584000 CLAIMS INCURRED BUT NOT PAID 3117059 ACCUMULATED MRA ACCOUNT BALANCES 7828288 25529347 X 27624477 1037570 1037570 26586907 202317 277362 479679 27066586 31926375 0 31926375 202317 -570159 -367842 31558533 PART X, LINE 2: AS OF MAY 31, 2025, 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 AUDITS FOR ANY TAX PERIOD IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 277,362. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS -847,521. MEDICARE PART D SUBSIDY 277,362. 0 0 0 PAUL WENDE CHAIRMAN 0 210222 0 0 0 1893 0 113467 0 27475 0 353057 0 0 DAVE MURRAY TRUSTEE 0 183258 0 0 0 2977 0 102559 0 27475 0 316269 0 0 FLETCHER HOLMES TRUSTEE 0 181438 0 0 0 840 0 102650 0 27475 0 312403 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 11B 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 IN THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. 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