2024-04-04T12:52:56-05:00 2023-05-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2022-06-01 366053429 ILLINOIS STATE PAINTERS WELFARE FUND ILLI 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 KEVIN AUTENRIEB TRUSTEE 6306605572 2024-04-02 1 KEVIN AUTENRIEB 999009999 0 M JOSEPH ROMOLO P01273379 3096822001 2024-04-02 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KEVIN AUTENRIEB 5735 ELIZABETH AVENUE ST LOUIS MO 63110 11609844 0 X N/A X 1958 IL HEALTH AND WELFARE PLAN 8 8 17 0 0 0 0 0 9895508 10791609 566763 205703 0 3673 10462271 11000985 0 0 2848154 8826301 0 0 0 0 0 600405 598632 3448559 9424933 7013712 1576052 12303539 12954472 1910893 1175186 10392646 11779286 TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS 0 0 PROVIDE HEALTH, VISION, DENTAL, DISABILITY, AND DEATH BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 67 0 17 1 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 X SERVICE CENTER BENEFITS GROUP 3147522330 5735 ELIZABETH AVENUE ST LOUIS MO 63110 X ROBERT SMITH TRUSTEE 1.00 X 0 0 0 KEVIN AUTENRIEB TRUSTEE 1.00 X X 0 0 0 TED HELFRICH TRUSTEE 1.00 X X 0 0 0 BRYAN FELLER TRUSTEE 1.00 X 0 0 0 WILLIAM FRANCISCO PAST TRUSTEE 1.00 X 0 0 0 ROBERT TAYLOR TRUSTEE 1.00 X 0 0 0 CARL FARRELL TRUSTEE 1.00 X X 0 0 0 AARON HIATT TRUSTEE 1.00 X 0 0 0 ALLEN MARLEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BENESYS 13801 RIVERPORT SUITE 501 MARYLAND HEIGHTS MO 63043 ADMIN 141218 1 EMPLOYER CONTRIBUTIONS 900099 10441290 10441290 PARTICIPANT CONTRIBUTIONS 900099 331261 331261 LIQUIDATED DAMAGES 900099 19058 19058 10791609 264562 264562 550000 608859 -58859 -58859 -58859 CLASS ACTION PROCEEDS 900099 3673 3673 3673 11000985 10791609 0 209376 8826301 150718 85858 43221 7877 118446 30157 11447 20459 BCBS ADMIN FEES 86932 DENTAL ADMIN FEE 16185 BANK SERVICE CHARGES 15275 MEMBERSHIP DUES 6331 5726 9424933 1303780 1513283 537416 1798809 1126319 979414 22222 29955 8536769 7966344 667498 528827 109535 137840 12303539 12954472 525151 174059 26524 22327 1359218 978800 1910893 1175186 X 10392646 11779286 10392646 11779286 12303539 12954472 1576052 -189412 0 X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT REPORTED 978800 978800 X 10803696 -189412 -189412 10993108 7877 7877 11000985 9797474 0 9797474 7877 -380418 -372541 9424933 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN MARCH OF 1960, AND THE PLAN ADMINISTRATOR AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES 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 TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAD CONCLUDED THAT AS OF MAY 31, 2023 AND 2022, THERE ARE 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT NOT REPORTED -380,418. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN HAS CONTRACTED BENESYS, INC. TO ACT AS A THIRD PARTY ADMINISTRATOR. THEY PERFORM ALL MANAGERIAL AND ADMINSTRATIVE DUTIES. AS OF 9/1/23, THE PLAN TERMINATED ITS CONTRACT WITH BENESYS. THEY HIRED SERVICE CENTER BENEFITS GROUP AS THE NEW THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B THE PLAN AUDITOR PREPARES THE FORM 990. IT IS SENT TO THE PLAN ADMINISTRATOR FOR REVIEW, THEN SIGNED BY A TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST BOARD OF TRUSTEES SEE PART VII FOR LISTING SEE PART IV A & K SPECIALTY CONTRACTORS INC ACME INTERIORS ADAMS PAINTING CO LLC ADVANCE GLASS INC AERCO SANDBLASTING AINTERS DC 2 WELFARE FUND AINTERS DISTRICT COUNCIL NO 30 ALBERS PAINTING CO INC ALL AMERICAN PAINTING ALL PHASES CONSTRUCTION PAINTERS ALL STATES PAINTING INC ALLIANCE CUSTOM INTERIORS ALLIANCE GLASS & METAL ALLIED CONSTRUCTION SERVICES ALLIED POWER LLC ALL-WALL COATINGS AMERICAN EXTERIOR-INTERIOR ANF PAINTING INC ASSOCIATED CONSTRUCTORS ASSOCIATED CONSTRUCTORS CO INC ATLANTIC PAINTING COMPANY INC AUTENRIEB CHURCH PAINTING AVALOTIS CORPORATION B & B GLASS COMPANY BACON & VANBUSKIRK GLASS BASS MAINTENANCE BAZAN PAINTING BEDROCK PAINTING BERG DRYWALL LLC BHI ENERGY SPECIALTY SERVICES BORCHERS DECORATING BRANDSAFWAY INDUSTRIES LLC BRANDSAFWAY SOLUTIONS BRECKENKAMP PAINTING & DRYWALL BROCK INDUSTRIAL SERVICES LLC BROEREN RUSSO CONSTRUCTION BUILDER'S BLOC BUILDERS SALES & SERVICE COMPANY BUSH SANDBLASTING & PAINTING C R PAINTING & MORE INC CAMELOT COATINGS CAPITAL IND COATINGS LLC CCIMW CENTRAL ILLINOIS PAINTING CENTRAL PAINTING CHAMPION SPEC SERV PROVDR CHRISTY-FOLTZ INC CITY OF GRAYVILLE CITY OF SPRINGFIELD ILLINOIS PMC COATINGS UNLIMITED COATINGS UNLIMITED PAINTERS COATINGS UNLIMITED INC COR-RAY PAINTING CO COSGROVE CONSTRUCTION INC COUNTRY BOYS CONSTRUCTION LLC CRAFTSMAN PAINTING LLC CY WUEBBELS & SONS D & A BUILDERS LLC D & L PAINTING & DRYWALL LLC DAVIS PAINTING DESIGN GLASS AND ALUMINUM E & K OF KANSAS CITY INC EAST MOLINE GLASS CO EASTERN ILLINOIS UNIVERSITY EMENT MASONS & PLASTERERS ENGLISH BROTHERS INC ENTRAL LABORERS H&W FUND ERA VALDIVIA CONTRACTORS EVCO NATIONAL EVERGREENE PAINTING STUDIOS EXTREME PAINTING F D THOMAS INC FELMLEY-DICKERSON CO FINAL TOUCH PAINTING CO FOUR (4) MC CORPORATION FRANK MILLARD PAINTERS FRONTENAC PAINTING INC G C ZARNAS & COMPANY INC GEM DECORATING INC GARDNER L & M GLASS GEORGE WEIS COMPANY GRACIE PAINTING INC GRANITE CITY COMPTROLLER'S OFFICE GRANITE CITY SCHOOL DISTRICT #9 GRP MECHANICAL CO INC GUARANTEE INTERIORS H F FRITSCH & SONS INC HANFLAND PAINTING CONTRACTORS LLC HARMON INC HARMONY GLASS HARTMAN - WALSH PAINTING COMPANY HAWK PAINTING LLC HE GLASS SHOPPE HEARTLAND PAINT-TECH LLC HELFRICH PAINTING COMPANY HESTER DECORATING COMPANY INC HILDRETH PAINTING HOSPITAL SISTERS OF ST FRANCIS HOWELL & HOWELL CONTRACTORS INC HP SERVICES LLC IDEAL CONSTRUCTION SERVICES INC ILLINI GLASS SOLUTIONS IMHOFF CONSTRUCTION INC IWR NORTH AMERICA J SPENCER CONST LLC J T THORPE & SON INC JAMES A SMITH PAINTING & DECORATION JENNINGS PAINTING JOHN BENDER INC JOHN ROHRER CONTRACTING JOHNSON CONTRACTING CO INC JONES & SULLIVAN ENTERPRISES INC JONES HYDROBLAST INC JOS WARD PAINTING CO KW LUETKEMEYER PAINTING & WALLCOVERING KARL PAINTING INC KELLY GLASS INC KOCH BROTHERS KO-ON CONSTRUCTION LAKE CONTRACTING LANDGREBE INTERIOR CONSTRUCTION INC LANKFORD CONSTRUCTION LAZIERS LEACH PAINTING COMPANY LINDER'S CUSTOM WALLPAPER & PAINTING MADISON COUNTY GOVT PAYROLL SERVICES MALOTT PAINTING & FINISHING MARLEY INDUSTRIAL SERVICES MCLEAN COUNTY GLASS & MIRROR INC MEYER PAINTING COMPANY MICHAEL J NEIGHBORS MID-ILLINOIS COMPANIES MIDWEST COMMERCIAL COATINGS INC MIDWEST PAINTING & WALL MIDWEST PRO PAINTING MISSOURI VALLEY GLASS MKB PAINTING LLC MODERN INTERIORS INC MOORE PAINTING COMPANY MORRISSEY CONTRACTING CO INC MVP PAINTING LLC N A LOGAN INC N STATE COUNCIL OF ROOFERS NEW BEGINNINGS CONTRACTORS INC NIEHAUS BUILDING SERVICES LLC NILES INDUSTRIAL COATINGS LLC O VOORHEES PAINTING ODLE INC O'NEILL PAINTING II INC OOSTERBAAN & SONS CO OUTHERN PAINTERS WELFARE PLAN PM LEACH PAINTING PACE PAINTING COMPANY PAINTERS DC#58 JATF PAINTING MO PAINTING SOLUTIONS PAUL PAINTING & DECORATING INC PHILLIPS INTERIOR EXTERIOR SYSTEMS PLANT MAINTENANCE SERVICES LLC PRECISION BLDR & ASSOC PREMIER CONTRACTORS INC PRIME CONSTRUCTION SERVICES PAINTERS R & R PIPELINE CONSTRUCTION INC R&C PAINT-DRYWALL INC R G CONSTRUCTION SERVICES RAINBOW PAINTING & DECORATING RAK CORROSION CONTROL REOD RG CONSTRUCTION SERVICE INC RIVER CITY DRYWALL & PAINTING RIVER VALLEY CONSTRUCTION INC ROMINE COMMERCIAL PAINTING LLC RON WARD'S PAINTING & DECORATING RP COATINGS RUIZ CONSTRUCTION SYSTEMS INC RUNGE PAINTING CO INC SAFESPAN PLATFORM INC SALEM PAINT & GLASS SICILIANO INC SIMSS PAINTING SIU CARBONDALE SKYLIGHT CONSULTANTS OF AMERICA INC SMITH PAINTING SERVICES INC SOUTHERN ILLINOIS INTERIORS SOUTHERN ILLINOIS UNIVERSITY SPECTRA PAINTING INC SQUARE UP BUILDERS LLC ST FRANCIS CATHOLIC SERVICES CORP SUNDERMEYER LTD SUPER SKY PRODUCTS ENTERPRISES LLC SUPERIOR GLASS SOLUTIONS INC SWANSON & YOUNGDALE T J WIES CONTRACTING INC TACTICAL INDUSTRIAL COATINGS LLC TERRY & SONS PAINTING INC THE PAINTSMITHS OF MISSOURI THE PAINTSMITHS OF ST LOUIS THOMAS INDUSTRIAL COATINGS TOON CO PAINTING LLC TRAFFIC CONTROLCOMPANY TRAITEUR FINISHING TRIKOTE LLC TRU-STRIPE TWARD PAINTING UNIVERSAL INC UPAT DC 57 - WESTERN PA USERY DRYWALL VSP CONSTRUCTION SERVICES VALLEY GLASS COMPANY INC VILLAGE OF CROSSVILLE VON ALST OPERATING W F SCOTT PAINTING & DECORATING INC WALKER'S SANDBLASTING & PAINTING WHITEHEAD BROTHERS PAINTING WINGLE CONSTRUCTION WOODS CONSTRUCTION WRIGHT-WAY INTERIOR WUEBBELS PAINTING LLC ZACK PAINTING CO INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONOSRING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PART IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAXABLE STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.