2021-04-05T14:40:32-05:00 2020-05-31 363168081 SIKICH LLP 13400 BISHOPS LANE SUITE 300 BROOKFIELD WI 53005 990 2019-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 ANTHONY MAYRHOFER SECRETARY/TREASURER 8002724248 2021-03-31 1 JILL M BOYLE CPA P01246734 2627549400 2021-03-31 2019 2022-09-23 18:48:47Z ANTHONY MAYRHOFER 12034 WEST ADLER LANE MILWAUKEE WI 53214 17512607 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 5 43 5 0 0 0 0 15289425 15075266 1257740 1005442 0 0 16547165 16080708 0 0 11367031 11885946 0 0 0 0 0 2308035 2421214 13675066 14307160 2872099 1773548 42577925 46222246 1582994 1088961 40994931 45133285 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 43 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 104649 106899 TIM ROMAN TRUSTEE 1.00 45.00 X 0 93071 95858 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 93071 95858 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 0 290791 298615 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 1520 KENSINGTON RAOD STE 200 OAK BROOK IL 60523 ADMINISTRATION 390452 REINHART BOERNER VAN DEUREN SC 1000 NORTH WATER ST STE 1700 MILWAUKEE WI 53202 LEGAL 112221 2 EMPLOYERS' CONTRIB. NET 230000 14351586 14351586 SELF-PAYMENT CONTRIB. 230000 723680 723680 15075266 707018 707018 1730323 1431899 298424 298424 298424 16080708 15075266 0 1005442 11885946 390452 112221 23185 47047 95895 32000 764 10305 FUTURE BENEFIT PROGRAM 589182 STOP-LOSS PREMIUMS 541151 COST CONTAINMENT EXPENS 468772 LIFE, ACCIDENTAL DEATH 71792 38448 14307160 966390 2217264 1824207 2455538 1407015 1224391 24232 29059808 30346049 8996678 9954772 323827 0 42577925 46222246 143382 173253 1439612 915708 1582994 1088961 X 0 0 0 0 40994931 45133285 40994931 45133285 42577925 46222246 1773548 1864706 500100 0 X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 9954772 F 9954772 BENEFIT PROGRAM COSTS 267708 CLAIMS PAYABLE 648000 915708 X 17898367 1864706 1864706 16033661 47047 47047 16080708 14260113 0 14260113 47047 47047 14307160 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 104649 0 0 0 0 0 0 0 106899 0 211548 0 0 TIM ROMAN TRUSTEE 0 93071 0 0 0 0 0 0 0 95858 0 188929 0 0 BRIAN MCCAMBRIDGE TRUSTEE 0 93071 0 0 0 0 0 0 0 95858 0 188929 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 BAKE'S STEEL ERECTORS BANE NELSON INC BARNHART CRANE & RIGGING CO BARTON MALOW COMPANY - SOUTH BEE STEEL INC BESON & HOULE LLC BEST ERECTORS INC BHI ENERGY SPEC SVCS C R MEYER & SONS COMPANY CALLOWAY ARCHITECTURAL SALVAGE CAPITAL STEEL ERECTORS INC CD SMITH CONSTRUCTION INC CHILSTROM ERECTING COMPANY CHOCOLAY IRONWORKS CHOICE CONSTRUCTION CO INC CLOSNER CONSTRUCTION & SALE CONSTRUCTION SUPPLY & ERECTION CORVAL CONSTRUCTORS INC COXSEE BUILDERS CROWN CORR INC DAY & ZIMMERMAN NPS INC DEARBORN CRANE & ENGINEERING DOBSON INDUSTRIAL INC DORAL CORP DUWE METAL PRODUCTS INC DYWIDAG SYSTEMS INTL USA INC FA INDUSTRIAL SERVICES INC FOWLER & HAMMER INC GRUNAU COMPANY INC GUNDLACH CHAMPION INC HARMON INC HARRIS DAVIS REBAR HENNES SERVICES CO HI BOOM ERECTING HOSS STEEL SOLUTIONS INC INDUSTRIAL CONST SPECIALIST INDUSTRIAL MAINTENANCE SERVICE INTERSTATE ERECTING INC J H FINDORFF & SON INC JAMAR COMPANY JM STEEL INC JP CULLEN & SONS INC LILJA CORP MAMMOET USA MARSHALL ERECTING INC MARSHALL HANES STEEL ERECTORS METAL BUILDINGS OF WISCONSIN INC METCON BUILDING SYSTEMS INC MI STATE BLDG TRADES COUNCIL MIDWEST CANOPY SPECIALIST LLC MIDWEST STAIRS & IRON INC MIRON CONSTRUCTION CO INC MKE IRON ERECTORS INC NATIONAL MACHINERY & CONVEYOR NUSTRUCTURES INC P L FREEMAN CO PAULY JAIL BUILDING CO INC PORTA-WELD INC PRECISION SURVEILLANCE CORP 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 SUPERIOR STRUCTURES INC T MOONCOTCH INC THE BOLDT COMPANY THE SCHAEFER GROUP INC URBANSKI BUILDERS INC USA HOIST CORPORATION VMI WALSH CONSTRUCTION COMPANY WAUKESHA CRANE WHALEY STEEL CORP 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. THE NAME OF EMPLOYERS ARE ON FILE AT THE PLAN OFFICE.