2023-04-14T15:50:28-05:00 2022-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2021-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 CHARLIE FALKNER SECRETARY/TREASURER 8002724248 2023-04-14 1 CHARLIE FALKNER 999009999 BRIDGETTE MUGGE P00671418 2627549400 2023-04-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHARLIE FALKNER 12034 WEST ADLER LANE MILWAUKEE WI 53214 30790460 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 5 30 6 0 0 0 0 13917883 15265572 2329058 5090613 0 0 16246941 20356185 0 0 11033848 14270707 0 0 0 0 0 2292820 1969094 13326668 16239801 2920273 4116384 52730192 49277727 1546205 1356683 51183987 47921044 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 49 0 30 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT MANAGEMENT GROUP INC 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 ANTHONY MAYRHOFER SECRETARY/TREASURER 1.00 45.00 X X 0 109117 98939 TIM ROMAN TRUSTEE 1.00 45.00 X 0 98218 90543 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 96667 89086 BRAD CYGANEK TRUSTEE 0.25 X 0 0 0 MIKE HENKE CHAIRMAN 0.25 X X 0 0 0 MARC LAURET TRUSTEE 0.25 X 0 0 0 PETE KLOSTERMAN TRUSTEE 0.25 X 0 0 0 JOHN NESSE TRUSTEE 0.25 X 0 0 0 0 304002 278568 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 1520 KENSINGTON RAOD STE 200 OAK BROOK IL 60523 ADMINISTRATION 421640 1 EMPLOYERS' CONTRIB. NET 230000 12051392 12051392 SELF-PAYMENT CONTRIB. 230000 3214180 3214180 15265572 547176 547176 14977712 10434275 4543437 4543437 4543437 20356185 15265572 0 5090613 14270707 405144 54576 25877 61593 81435 35541 451 10869 FUTURE BENEFIT PROGRAM 544921 COST CONTAINMENT EXPENS 428673 STOP-LOSS PREMIUMS 218855 LIFE, ACCIDENTAL DEATH 65966 35193 16239801 2835353 1524774 2768427 2377942 1304514 1495616 23028 13636 34752861 34293147 11046009 9572612 52730192 49277727 142141 62311 1404064 1294372 1546205 1356683 X 0 0 0 0 51183987 47921044 51183987 47921044 52730192 49277727 4116384 -7379327 0 X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 9572612 F 9572612 BENEFIT PROGRAM COSTS 494872 CLAIMS PAYABLE 799500 1294372 X 12915265 -7379327 -7379327 20294592 61593 61593 20356185 16386408 0 16386408 61593 -208200 -146607 16239801 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO BENEFITS PAYABLE -208,200. 0 0 0 ANTHONY MAYRHOFER SECRETARY/TREASURER 0 108127 0 0 0 990 0 61913 0 37026 0 208056 0 0 TIM ROMAN TRUSTEE 0 98218 0 0 0 0 0 56548 0 33995 0 188761 0 0 BRIAN MCCAMBRIDGE TRUSTEE 0 96667 0 0 0 0 0 55628 0 33458 0 185753 0 0 PART I, LINE 3 THE RELATED ORGANIZATOIN'S OFFICERS' WAGES ARE SET IN THE LOCALS BYLAWS BASED ON A SET NUMBER OF HOURS FOR THE GENERAL FOREMAN AND SALARIES INCREASE WITH THE WAGE SCALE. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 390855190 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY IRON WORKERS LOCAL 8 DEFENSE FUND MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL JOINT APPR & TRAINING FUND ZIRON WORKERS 8 DEFENSE FUND RIDGWAY LLC AGM ERECTING LLC IRONWORX LLC KRAEMER NORTH AMERICA LLC MAGNUM STEEL LLC MEDICAL SUPPORT SYSTEMS LLC HARRIS REBAR PLACING LLC KOKOSING ALBERICI LLC A LINDBERG & SONS INC A & A ERECTING COMPANY INC AC DELLOVADE INC-NORTH ADVANCED CRANE TECH INC ALBERICI CONTRACTOR INC AMBAR INC AREA ERECTORS INC ARS CONTRACTING INC AZCO INC B & D CONTRACTORS INC BADGERLAND METAL BUILDING ERECTORS BANE NELSON INC BARNHART CRANE & RIGGING CO BEE STEEL INC BESON & HOULE LLC BEST ERECTORS INC C R MEYER & SONS COMPANY CALLOWAY ARCHITECTURAL SALVAGE CAPITAL STEEL ERECTORS INC CD SMITH CONSTRUCTION INC CHILSTROM ERECTING COMPANY CHOCOLAY IRONWORKS CLOSNER CONSTRUCTION & SALE CONSTRUCTION SUPPLY & ERECTION COXSEE BUILDERS DAY & ZIMMERMAN NPS INC DEARBORN CRANE & ENGINEERING DERR & GRUENEWALD CONST DOBSON INDUSTRIAL INC DORAL CORP DUBURG IRON WORKS INC DUWE METAL PRODCUTS INC FA INDUSTRIAL SERVICES INC FENTON RIGGING & CONTRACTING INC G&L CORPORATION GREAT LAKES STEEL ERECTION INC GUNDLACH CHAMPION INC HARMON STEEL INC HENNES SERVICES CO HI BOOM ERECTING HOOSIER CRANE SERVICE COMPANY INDUSTRIAL CONST SPECIALIST INTERSTATE ERECTING INC J H FINDORFF & SON INC J R JENSEN CONSTRUCTION JM STEEL INC JP CULLEN & SONS INC LAKEHEAD CONSTRUCTORS INC LILJA CORP MARSHALL HANES STEEL ERECTORS MAYO STEEL ERECTORS METCON BUILDING SYSTEMS INC MICHELS CONSTRUCTION MIDWEST STAIRS & IRON INC MIRON CONSTRUCTION CO INC M-JTJ CONTRACTORS & BUILDERS MKE IRON ERECTORS INC NATIONAL MACHINERY & CONVEYOR NUSTRUCTURES INC P & P ARTEC INC PAULY JAIL BUILDING CO INC PERMASTEELISA CLADDING TECH LTD PRIME INDUSTRIAL CONTRACTORS PW WALSH & CO QUICKFAB WELDING & ERECTING RED CEDAR STEEL ERECTORS REGER COMPANIES INC REYNOLDS RIGGING & CRANE REYNOLDS TRANSFER & STORAGE RLS STRUCTURAL STEEL CONTRACTOR ROY NESS CONTRACTING & SALES SCHMIDT STEEL INC SPE INC STRONGHOLD INDUSTRIES INC SULLIVAN DESIGN BUILDING THE BOLDT COMPANY URBANSKI BUILDERS INC USA HOIST CORPORATION VMI WALSH CONSTRUCTION COMPANY WAUKESHA CRANE WHITE CONSTRUCTION WISCONSIN REBAR INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THEY ARE: ADVANCED CRANE TECH INC, ADVANCE STEEL ERECTION INC, AVANTTI DESIGN GROUP LLC, CHRISTOPHER GLASS & ALUMINUM INC, FREESE STEEL ERECTORS LLC, G& L CORPORATION. HOOSIER CRANE SERVICE COMPANY, JONES SIGN COMPANY, KOKOSING ALBERICI LLC, LAKEHEAD CONSTRUCTORS INC, MAYO STEEL ERECTORS, P & P ARTEC INC, PSC CRANE & RIGGING, WILLIAMS PLANT SERVICE.