2021-08-10T15:31:31-05:00 2020-09-30 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990 2019-10-01 382243531 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 HEALTH & WELFARE FUN INTE 2486414915 700 TOWER DRIVE NO 300 TROY MI 48098 THOMAS BARKER CHAIRMAN 2484510324 2021-08-09 1 LISA FORT P00223532 2483757100 2021-08-09 2019 2022-09-23 18:48:47Z THOMAS BARKER 700 TOWER DRIVE NO 300 TROY MI 48098 10100894 0 X N/A X 1984 MI HEALTH AND WELFARE TRUST FUND PROVIDING MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 3 17 3 0 0 0 0 7119044 7086464 246840 73343 27825 1163 7393709 7160970 0 0 7324192 5536630 0 0 0 0 0 876014 1320269 8200206 6856899 -806497 304071 10412646 11019780 3446126 3869554 6966520 7150226 NONE 0 0 COLLECTION OF CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND REMITTANCE OF PREMIUMS AND CLAIMS TO INSURANCE COMPANIES AND CONTRACT BENEFIT ADMINISTRATORS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 400 0 1 17 1 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 X BENESYS INC 2488139800 700 TOWER DRIVE STE 300 TROY MI 48098 DOUGLAS STOCKWELL TRUSTEE 1.00 58.50 X 0 151978 57566 KEN DOMBROW TRUSTEE 1.00 58.00 X 0 131794 57843 JEFF MCCARTHY SECRETARY 1.00 51.50 X X 0 116228 55179 THOMAS SCOTT SECRETARY - FORMER 1.00 53.50 X 0 45696 25017 JIM ARINI CHAIRMAN - FORMER 1.00 48.00 X 0 23912 16442 THOMAS BARKER CHAIRMAN 1.00 0.00 X X 0 0 0 RUSSELL MCFEE TRUSTEE 1.00 0.00 X 0 0 0 JOHN HEALY TRUSTEE 1.00 0.00 X 0 0 0 0 469608 212047 0 1 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN PO BOX 2500 DETROIT MI 48231 ADMINISTRATION AND STOP LOSS FEES 316702 BENESYS INC 700 TOWER DRIVE TROY MI 48098 ADMINISTRATION OF HEALTH BENEFITS 231794 2 EMPLOYER CONTRIBUTIONS 811000 7086464 7086464 7086464 157805 157805 2855462 2939924 -84462 -84462 -84462 LITIGATION SETTLEMENT 900099 746 746 LIQUIDATED DAMAGES 900099 417 417 1163 7160970 7087627 0 73343 5536630 545597 14216 47500 78602 16010 4748 199 599770 BANK CHARGES 11355 ORGANIZATION DUES 2130 DOCUMENT STORAGE FEE 142 6856899 891139 1118481 2116916 2035507 67247 151790 134443 226244 7202901 3042407 4445351 10412646 11019780 966607 984317 2479519 2885237 3446126 3869554 X 0 0 0 0 6966520 7150226 6966520 7150226 10412646 11019780 X 304071 218500 -338865 X X 0 1 X 1 0 0 ALTERNATIVE INVESTMENTS 4445351 C 4445351 CLAIMS INCURRED BUT NOT YET REPORTED 314285 FUTURE BENEFITS 1895959 OTHER POSTRETIREMENT BENEFIT OBLIGATION 674993 2885237 7379470 218500 218500 7160970 0 7160970 6856899 0 6856899 0 6856899 0 0 0 DOUGLAS STOCKWELL TRUSTEE 0 151978 0 0 0 0 0 42134 0 15432 0 209544 0 0 KEN DOMBROW TRUSTEE 0 131794 0 0 0 0 0 42411 0 15432 0 189637 0 0 JEFF MCCARTHY SECRETARY 0 116228 0 0 0 0 0 40043 0 15136 0 171407 0 0 THOMAS SCOTT SECRETARY - FORMER 0 45696 0 0 0 0 0 19352 0 5665 0 70713 0 0 JIM ARINI CHAIRMAN - FORMER 0 23912 0 0 0 0 0 12345 0 4097 0 40354 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTANED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO AND APPROVED BY THE CHAIRMAN. PART VI, LINE 12B ANNUALLY, THE BOARD OF TRUSTEES COMPLETES THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE AND AUTHORIZES EXECUTION OF ITS MANAGEMENT REPRESENTATION LETTER TO THE FUNDS AUDITOR IN RESPECT TO THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE LOCATED AT THE FUND OFFICE UPON REQUEST. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -338,865. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT IN THE CURRENT YEAR. OPERATING ENGINEERS' LOCAL 324 STATE OF MICHIGAN POLITICAL ACTION COMMITTEE 500 HULET DRIVE BLOOMFIELD TWP MI 48302 383237248 TO MONITOR ACTIVITIES AFFECTING MEMBERS MI 527 INTERNATIONAL UNION OF OPERATING ENGINEERS' 0 OPERATING ENGINEERS' LOCAL 324 BUILDING INTERNATIONAL 500 HULET DRIVE BLOOMFIELD TWP MI 48302 386082362 HOLD TITLE AND MAINTAIN REAL ESTATE MI 501(C)(2) INTERNATIONAL UNION OF OPERTATING ENGINEERS' 0 INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 STATIONARY ENGINEERS' 500 HULET DRIVE BLOOMFIELD TWP MI 48302 237109957 TO PROVIDE TRAINING PROGRAMS FOR MEMBERS MI 501(C)(3) LINE 2 0 INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 RETIREMENT TRUST FUND 500 HULET DRIVE BLOOMFIELD TWP MI 48302 383685356 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS MI 501(A) 0 INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 500 HULET DRIVE BLOOMFIELD TWP MI 48302 380679790 LABOR ORGANIZATION FORMED FOR PURPOSE OF ADVANCING THE INTEREST OF MEMEBERS MI 501(C)(5) 0 BUILDING CORPORATION OF THE IUOE LOCAL 324 STATIONARY ENGINEERS 500 HULET DRIVE BLOOMFIELD TWP MI 48302 800702994 HOLD AND OPERATE THE STATIONARY ENGINEERS BUILDING MI 501(C)(2) 0 VILLAGE OF DUNDEE VILLAGE OF CARLETON INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 547 FRANKLIN HILLS COUNTRY CLUB DETROIT ATHLETIC CLUB CHARTER TOWNSHIP OF EAST CHINA BERLIN CHARTER TOWNSHIP HINES - DETROIT PUBLIC SAFETY AUTOMOTIVE TESTING OPERATINGS LLC DETROIT NEWSPAPER PARTNERSHIP TRANSWESTERN PROPERTY CO MICHIGAN LLC ABM FACILITY SERVICES INC ABM MOBILE ROUTE ENGINEERS B&C TEN AIR CB RICHARD ELLIS-FORD CB RICHARD ELLIS-RENCEN CMC & MAINTENANCE INC CME MAINTENANCE SAULT STE MARIE CONTINUUM SERVICES CONTINUUM SERVICES -ONE DETROIT CENTER CUSHMAN & WAKEFIELD DTE METRO ENERGY EXPERT MECHANICAL SERVICE INC GHS CORPORATION GHS STRINGS GUARDIAN BUILDING CONTINUUM GUARDIAN ENVIRONMENTAL SVS INC GUARDIAN PLUMBING HINESCOLEMAN A YOUNG HINESCOMPUWARE JONES LANG LASALLE - BANK OF AMERICA JONES LANG LASALLE - DETROIT JONES LANG LASALLE AMERICAS INC KCORP SUPPORT SERVICES KMIA INC LAKESHORE GLOBAL CORPORATION MARRIOTT COURTYARD HOTEL OLYMPIA ARENAS INC OLYMPIC STEEL PROFESSIONAL BUSINESS PROVIDER PYRAMID QUALITY SOLUTIONS INNOVATIONS INC RIVER HOUSE CO-OP INC SOMERSET INN SOUTHEAST MACOMB SANITARY DISTRICT SUMMIT POINTE TRI-COUNTY LABOR AGENCY URBAN SERVICES WILSON 5 SERVICE CO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0