2025-09-02T13:22:44-05:00 2024-10-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2023-11-01 362265130 Construction Industry Welfare Fund of Rockford Illinois CONS 8153974267 1322 East State Street Rockford IL 61104 art sturms TRUSTEE 8153974267 2025-09-02 1 1 corey bilkey P00499751 3126550037 2023 2025-03-06 01:10:19Z ART STURMS 1322 EAST STATE STREET ROCKFORD IL 61104 26688107 0 X n/a X 1954 IL TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS 6 0 33 0 69897 0 0 0 21054422 22064926 702413 815989 130803 157562 21887638 23038477 0 0 18295053 17377757 196889 205004 0 0 0 749450 868096 19241392 18450857 2646246 4587620 22850717 29179868 1333176 1376516 21517541 27803352 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS, LIFE, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 1 0 1 0 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 X 4 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X SHELLI MCPEEK - ADMINISTRATOR 8153974267 1133 EAST STATE STREET ROCKFORD IL 61104 Art Sturms Co-Chair 3.00 40.00 X 0 153980 114758 Dan O'Connell trustee 3.00 40.00 X 0 174588 112945 Charles Barrett trustee 3.00 40.00 X 0 88345 54204 David Anspaugh Co-Chair 3.00 40.00 X 0 147816 20673 Jeff Bockhop trustee 3.00 X 0 0 0 Glen Turpoff trustee 3.00 X 0 0 0 0 564729 302580 0 0 1 0 GROUP ADMINISTRATOR LTD 915 NATIONAL PARKWAY SUITE F SCHAUMBURG IL 60173 THIRD PARTY ADMINISTRATOR 446890 THE SEGAL COMPANY 101 N WACKER DR STE 1800 CHICAGO IL 60606 CONSULTING FEES 100551 2 Contractor contributions 900099 21030721 21030721 Participant contributions 900099 1034205 1034205 22064926 763296 763296 3702323 3649630 52693 52693 52693 Shared service fees 900099 87665 87665 Contribution processing fees 900099 69897 69897 157562 23038477 22152591 69897 815989 17377757 132575 11418 50049 10962 446890 105205 96010 26148 103316 47381 20992 471 721 15364 Fees mandated by the AC 5598 18450857 150791 124428 6181648 6604230 3343636 3599780 16796 7783 43418 37199 6940 6219 13145909 18831016 4997 6412 22850717 29179868 25048 10831 90677 499387 623008 718064 742677 1333176 1376516 X 0 0 0 0 21517541 27803352 21517541 27803352 22850717 29179868 4587620 1698191 0 X X 0 1 X 1 0 0 1 10977 4758 6219 32441 32441 0 6219 Reciprocal contributions payable 742677 742677 X 24710520 1698191 1698191 23012329 26148 26148 23038477 18424709 0 18424709 26148 26148 18450857 Part X, Line 2: As of October 31, 2024 and 2023, there were no uncertain positions taken or expected to be taken that would require recognition of a liability or (asset) or disclosure in the financial statements. PART IV, LINE 2B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A LOCKBOX ARRANGEMENT AND TRANSFERRED INTO A SEGREGATED CHECJING ACCOUNT HELD BY THE PLAN UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKES AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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 Dan O'Connell trustee 0 174268 0 0 0 320 0 89828 0 23117 0 287533 0 0 Art Sturms Co-Chair 0 153980 0 0 0 0 0 83250 0 31508 0 268738 0 0 David Anspaugh Co-Chair 0 147816 0 0 0 0 0 0 0 20673 0 168489 0 0 FORM 990, PART V, LINE 2A THE NUMBER OF MEMBERS REPORTED ON LINE 2A INCLUDES PARTICIPANTS RECEIVING LOSS OF TIME BENEFITS. Form 990, Part VI, Section A, line 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH GROUP ADMINISTRATORS. LTD TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS. Form 990, Part VI, Section A, line 8b THE PLAN HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. Form 990, Part VI, Section B, line 11b THE FORM 990 IS PROVIDED TO THE CO-CHAIRMEN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. Form 990, Part VI, Section B, line 12c ENFORCEMENT OF CONFLICT OF INTEREST POLICY - THE FUND IS WELFARE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). UNDER ERISA, IT IS THE CONTINUING RESPONSIBILITY OF EACH MEMBER OF THE BOARD OF TRUSTEES TO REVIEW TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST, IMMEDIATELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AND TAKE APPROPRIATE ACTION UPON DISCOVERY OF ANY SUCH CONFLICTS. TO ASSIST THE TRUSTEES IN IDENTIFYING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, THE FUND DISTRIBUTES TO EACH TRUSTEE AN ANNUAL QUESTIONNAIRE REQUESTING INFORMATION REGARDING INTERESTS THAT COULD GIVE RISE TO A CONFLICT. Form 990, Part VI, Section B, line 15a SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 18 THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. Form 990, Part XII, Line 2c: the process has not changed from prior year ABBEY PAVING CO INC CONTRIBUTING EMPLOYER 0 ACME FIRE PROOFING & INSULATION INC CONTRIBUTING EMPLOYER 0 ACURA INC CONTRIBUTING EMPLOYER 0 ADVANCED ASPHALT CONTRIBUTING EMPLOYER 0 ALBERICI CONSTRUCTORS INC CONTRIBUTING EMPLOYER 0 ALL AMERICAN EXTERIOR SOLUTIONS CONTRIBUTING EMPLOYER 0 ALLIED POWER SERVICES LLC CONTRIBUTING EMPLOYER 0 ALL-TIMATE CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 AMERICAN RIGGING & MILLWRIGHT SERVICE CONTRIBUTING EMPLOYER 0 ANDERSON COMMERCIAL CONTRIBUTING EMPLOYER 0 ANDERSON CONCRETE & CONSTRUCTION CONTRIBUTING EMPLOYER 0 APCOM POWER INC CONTRIBUTING EMPLOYER 0 ARTLOW SYSTEMS INC CONTRIBUTING EMPLOYER 0 ASPEN CONSTRUCTION SYSTEM CONTRIBUTING EMPLOYER 0 AtCo Masonry LLC CONTRIBUTING EMPLOYER 0 AXIS MECHANICAL GROUP INC CONTRIBUTING EMPLOYER 0 B & B MASONRY & RESTORATION INC CONTRIBUTING EMPLOYER 0 B K CONCRETE LLC CONTRIBUTING EMPLOYER 0 BABCOCK & WILCOX-SOLAR DIVISION CONTRIBUTING EMPLOYER 0 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