2020-07-31T09:00:01-05:00 2020-02-29 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE 310 CHICAGO IL 60606 990 2019-03-01 366076696 HEALTH AND WELFARE TRUST LOCAL NO743 HEAL 7732547460 4620 S TRIPP AVENUE CHICAGO IL 60632 DEBRA SIMMONS-PETERSON CHAIRPERSON 7732547460 2020-07-30 1 HOWARD SIMON P00158008 3126550037 38.100.43.98 2020-07-31 08:59:37 CD P 2A1264631413402ED07D1720FD2C9A4C172C9560 2A1264631413402ED07D1720FD2C9A4C172C9560 2019 2020-11-19 02:30:22Z DEBRA SIMMONS-PETERSON 4620 S TRIPP AVENUE CHICAGO IL 60632 11171881 0 X TEAMSTERS743.ORG X 1955 IL PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFORMED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION. 4 4 41 0 0 0 0 0 9568496 10026954 52295 87656 157543 0 9778334 10114610 0 0 9566512 9136994 0 0 0 0 0 273475 181702 9839987 9318696 -61653 795914 3819183 4430665 290488 41069 3528695 4389596 PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFOMRED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION. 0 0 9318696 PROVIDE HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 9318696 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 41 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X GROUP ADMINISTRATORS LTD 8475191880 953 AMERICAN LANE SUITE 100 SCHAUMBURG IL 60173 DEBRA SIMMONS-PETERSON TRUSTEE 2.50 X 0 164941 29844 ROBIN SULLIVAN TRUSTEE 2.50 X 0 129776 54784 DAVID GOSS TRUSTEE 2.50 X 0 0 0 DAVID KOZIN TRUSTEE 2.50 X 0 0 0 GOLEEN BRADLEY FORMER TRUSTEE 2.50 X 0 15752 260 0 310469 84888 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 9961362 9961362 PARTICIPANT CONTRIBUITONS 525100 65592 65592 10026954 74441 74441 1070486 1057271 13215 13215 13215 10114610 10026954 0 87656 9136994 45091 42618 32038 16616 18000 4858 665 7279 SHARED ADMINISTRATIVE E 14537 9318696 228219 833474 265786 505959 524130 119168 344749 279830 5365 7277 2271873 2668308 179061 16649 3819183 4430665 255436 6269 35052 34800 290488 41069 X 0 0 0 0 3528695 4389596 3528695 4389596 3819183 4430665 795914 64987 0 X X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT REPORTED 34800 34800 X 10162981 64987 64987 10097994 16616 16616 10114610 9539963 237883 237883 9302080 16616 16616 9318696 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE PLAN AND RELATED TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT FEBRUARY 29, 2020, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED FEBRUARY 28, 2017. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CURRENT BENEFIT OBLIGATIONS 237,883. 0 0 0 DEBRA SIMMONS-PETERSON TRUSTEE 0 126000 0 6300 0 32641 0 25817 0 4027 0 194785 0 0 ROBIN SULLIVAN TRUSTEE 0 102000 0 5100 0 22676 0 25817 0 28967 0 184560 0 0 TEAMSTERS 743 LOCAL UNION SPONSORING LABOR ORGANIZATION CONTRIBUTION SETTLEMENT X 651798 279830 0 1 1 279830 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LOCAL 743 SEVERANCE & RETIREMENT PLAN 4620 SOUTH TRIPP AVE CHICAGO IL 60632 366523353 EMPLOYEE BENEFIT PLAN 501(A) N/A 0 TEAMSTERS UNION LOCAL 743 4620 SOUTH TRIPP AVE CHICAGO IL 60632 361757834 LABOR UNION 501(C)(5) N/A 0 ABLE SERVICES AUTOMATIC SPRING COILING BAGCRAFT PAPERCON BELL HAVEN NURSING HOME BLACK SWAN CHICAGO RIDGE NURSING COMPASS GROUP CON GLOBAL INDUSTRIES COUNTRYSIDE NURSING HOME DECARDY DIECASTING DECORATORS SUPPLY CO IMPERIAL ZINC JONES LANG LASALLE LANDMARK OF RICHTON PARK LAUREATE CHICAGO OPERATIONS LAUREATE FRANKFORT OPERATIONS LAUREATE JOLIET OPERATIONS MIDWAY NEUROLOGY AND REHAB CENTER OAK BROOK CARE PEER CHAIN PREVUE PET ROTADYNE ROTADYNE ROMEOVILLE SYMPHONY OF LINCOLN PARK THE STANDARD COMPANIES WINCHESTER INTERCONNECT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0