2022-04-04T10:54:13-05:00 2021-05-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2020-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 ANTHONY MAYRHOFER SECRETARY/TREASURER 8002724248 2022-04-01 1 ANTHONY MAYRHOFER 999009999 JILL M BOYLE CPA P01246734 2627549400 2022-04-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANTHONY MAYRHOFER 12034 WEST ADLER LANE MILWAUKEE WI 53214 17829221 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 5 24 5 0 0 0 0 15075266 13917883 1005442 2329058 0 0 16080708 16246941 0 0 11885946 11033848 0 0 0 0 0 2421214 2292820 14307160 13326668 1773548 2920273 46222246 52730192 1088961 1546205 45133285 51183987 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 2 0 24 1 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 108177 102204 TIM ROMAN TRUSTEE 1.00 45.00 X 0 96267 91856 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 96267 91856 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 JOHN TOPP 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 300711 285916 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 1520 KENSINGTON RAOD STE 200 OAK BROOK IL 60523 ADMINISTRATION 400510 REINHART BOERNER VAN DEUREN SC 1000 NORTH WATER ST STE 1700 MILWAUKEE WI 53202 LEGAL 121055 2 EMPLOYERS' CONTRIB. NET 230000 12501848 12501848 SELF-PAYMENT CONTRIB. 230000 1416035 1416035 13917883 546980 546980 3364358 1582280 1782078 1782078 1782078 16246941 13917883 0 2329058 11033848 400510 92158 24125 58886 105034 34433 597 10712 FUTURE BENEFIT PROGRAM 574279 COST CONTAINMENT EXPENS 463492 STOP-LOSS PREMIUMS 424514 LIFE, ACCIDENTAL DEATH 69279 34801 13326668 2217264 2835353 2455538 2768427 1224391 1304514 24232 23028 30346049 34752861 9954772 11046009 46222246 52730192 173253 142141 915708 1404064 1088961 1546205 X 0 0 0 0 45133285 51183987 45133285 51183987 46222246 52730192 2920273 3490129 -359700 0 X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 11046009 F 11046009 BENEFIT PROGRAM COSTS 396364 CLAIMS PAYABLE 1007700 1404064 X 19678184 3490129 3490129 16188055 58886 58886 16246941 13267782 0 13267782 58886 58886 13326668 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. 0 0 0 ANTHONY MAYRHOFER SECRETARY/TREASURER 0 108177 0 0 0 0 0 78284 0 23920 0 210381 0 0 TIM ROMAN TRUSTEE 0 96267 0 0 0 0 0 70328 0 21528 0 188123 0 0 BRIAN MCCAMBRIDGE TRUSTEE 0 96267 0 0 0 0 0 70328 0 21528 0 188123 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 RANDOM LAKE STRUCTURAL LLC A LINDBERG & SONS INC A & A ERECTING COMPANY INC AC DELLOVADE INC-NORTH ANNING-JOHNSON COMPANY AREA ERECTORS INC ARS CONTRACTING INC AZCO INC B & D CONTRACTORS INC BADGERLAND METAL BUILDING ERECTORS BANE NELSON INC BARNHART CRANE & RIGGING CO BARTON MALOW COMPANY - SOUTH 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 CROWN CORR INC DAY & ZIMMERMAN NPS INC DEARBORN CRANE & ENGINEERING DOBSON INDUSTRIAL INC DORAL CORP DUWE METAL PRODUCTS INC FA INDUSTRIAL SERVICES INC FOWLER & HAMMER INC GUNDLACH CHAMPION INC HARRIS DAVIS REBAR HENNES SERVICES CO HI BOOM ERECTING INDUSTRIAL CONST SPECIALIST INDUSTRIAL MAINTENANCE SERVICE INTERSTATE ERECTING INC J H FINDORFF & SON INC JM STEEL INC JP CULLEN & SONS INC LILJA CORP MARSHALL ERECTING INC MARSHALL HANES STEEL ERECTORS METCON BUILDING SYSTEMS INC MIDWEST STAIRS & IRON INC MIRON CONSTRUCTION CO INC MKE IRON ERECTORS INC NATIONAL MACHINERY & CONVEYOR NUSTRUCTURES INC PAULY JAIL BUILDING CO INC PRIME INDUSTRIAL CONTRACTORS PW WALSH & CO QUICKFAB WELDING & ERECTING RED CEDAR STEEL ERECTORS REGER COMPANIES INC REYNOLDS RIGGING & CRANE RLS STRUCTURAL STEEL CONTRACTOR ROY NESS CONTRACTING & SALES SCHMIDT STEEL INC SPE INC STRONGHOLD INDUSTRIES INC 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.