2019-01-09T08:01:02-06:00 2018-02-28 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE ST SUITE 310 CHICAGO IL 60606 990 2017-03-01 362443112 WILL COUNTY LOCAL 174 CARPENTERS WELFARE FUND WILL 8157414737 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 MEL GRAY JR Trustee 8157414737 2018-12-03 1 Andy Hein P00499757 3126550037 38.100.43.100 2019-01-09 09:00:41 ES P 883CF1A9781ABDA3268701484D9C94428E8D752B 099BB351ED5C43DB8E4A0DD96B056B1430213725 2017 2019-02-21 02:37:17Z MEL GRAY JR 1403 ESSINGTON ROAD STE 100 No 100 JOLIET IL 60435 33640347 0 1 X N/A X 1960 IL TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 6 1 16 0 0 0 0 0 16593346 17189985 397204 473053 0 0 16990550 17663038 0 0 16027914 14828534 279044 219431 0 0 0 1212903 1265633 17519861 16313598 -529311 1349440 18078464 19326115 706129 772063 17372335 18554052 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. 0 0 THE PLAN PROVIDES MEDICAL, DENTAL, VISION AND LIFE BENEFITS TO 1,203 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 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 1 396 0 1 16 1 0 0 0 0 0 0 X 6 1 1 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 1 0 X KRISTINA GUASTAFERRI 8157414737 1403 ESSINGTON ROAD STE 100 JOLIET IL 60435 GARY PERINAR Sec./Treasurer 3.00 X X 2700 0 0 LARRY PERINAR Trustee 3.00 X 2700 0 0 GARY PERINAR JR Trustee 3.00 40.00 X 0 294398 134422 MEL GRAY JR Chairman 3.00 X X 2700 0 0 JAMES PASCH Trustee 3.00 X 2475 0 0 RICHARD BERTI Trustee 3.00 X 0 0 0 10575 294398 134422 0 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO ACCESS FEES 471074 1 EMPLOYER CONTRIBUTIONS 900099 15501953 15501953 MEMBER CONTRIBUTIONS 900099 1589872 1589872 MEDICARE D SUBSIDIES 900099 98160 98160 17189985 376024 376024 16074338 15977309 97029 97029 97029 17663038 17189985 0 473053 14828534 10800 100102 44800 53581 10148 138553 162784 60834 78110 689749 59309 51288 839 5605 13502 PCORI FEES 5060 16313598 241109 1542054 453728 253888 1913154 2060503 117415 113796 9223 3619 15378865 15360700 82385 105351 18078464 19326115 20660 13072 685469 758991 706129 772063 X 0 0 0 0 17372335 18554052 17372335 18554052 18078464 19326115 1349440 -167723 0 X X 0 1 X 1 0 117415 113796 3619 3619 RECIPROCITY PAYABLE 698217 DUE TO AFFILIATED FUNDS 60774 758991 X 17319045 -167723 -167723 17486768 78110 98160 176270 17663038 16137328 -98160 -98160 16235488 78110 78110 16313598 Part X, Line 2: The trust established under the Plan to hold the Plan's assets is intended to qualify pursuant to Section 501(c) 9 of the Internal Revenue Code (IRC), and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter from the IRS, and the Plan sponsor believes that the trust, 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 organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. As of February 28, 2018 and February 29, 2017, 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. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At February 28, 2018, the Plan is no longer subject to income tax examinations for tax years prior to 2014. Part XI, Line 4b - Other Adjustments: MEDICARE D SUBSIDIES RECEIVED NET W/ CLAIMS ON F/S 98,160. Part XII, Line 2d - Other Adjustments: MEDICARE SUBSIDY RECEIVED NET W/CLAIMS ON F/S -98,160. 0 0 0 GARY PERINAR JR Trustee 0 289969 0 0 0 4429 0 111401 0 23021 0 428820 0 0 Form 990, Part VI, Section A, line 2 Line 2 explanation - GARY PERINAR SR HAS A FAMILY RELATIONSHIP WITH GARY PERINAR JR. AND LARRY PERINAR. GARY PERINAR JR. HAS A FAMILY RELATIONSHIP WITH GARY PERINAR SR. LARRY PERINAR HAS A FAMILY RELATIONSHIP WITH GARY PERINAR SR. Form 990, Part VI, Section A, line 7a Line 7a explanation - MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYEES ARE APPOINTED BY THE UNITED BROTHERHOOD OF CARPENTERS LOCAL 174 UNION. MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYERS ARE APPOINTED BY THE CONTRACTORS ASSOCIATION OF WILL & GRUNDY COUNTIES. Form 990, Part VI, Section B, line 11b THE TRUSTEES HAVE AUTHORIZED THE CHAIRMAN AND/OR SECRETARY TO REVIEW AND EXECUTE THE FORM 990 BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c THE ACTIVITIES OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ENTIRE BOARD OF TRUSTEES. Form 990, Part VI, Section B, line 15b The Trust document states that the Trustees may be paid reasonable compenstaion for their services rendered except that any person so serving who already receives full time pay from an Employer or any Association of employers whose employees are participants in the Plan, or from a Union whose members are participants in such plan. Currently, 4 of the Trustees are retired individuals and receive compensation from the Plan in accordance with above. These trustees are compensated based on each meeting they attend at a flat rate previously approved by the entire governing body. Form 990, Part VI, Section C, line 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WILL CTY LOCAL 174 CARPENTERS PENSION FD 1403 ESSINGTON ROAD SUITE 1011 JOLIET IL 60435 362416552 PENSION FUND IL 401(a) 0 CHICAGO REGIONAL COUNCIL OF CARPENTERS 12 EAST ERIE STREET CHICAGO IL 60611 361894832 LABOR ORGANIZATION IL 501(c)(5) 0 WILL COUNTY CARPENTERS LOCAL 174 1407 ESSIGNTON ROAD JOLIET IL 60435 366112811 LABOR UNION IL 501(c)(5) 0 CONTRACTORS ASSOCIATION OF WILL AND GRUNDY COUNTIES 233 N SPRINGFIELD AVE JOLIET IL 60435 362465281 CONTRACTORS ASSOCIATION IL 501(c)(6) 0 ALLIED POWER LLC APTIM SERVICES LLC BROCK INDUSTRIAL SERVICES LLC BUILDERS CONCRETE SERVICES LLC CLIMATE PROS LLC FCL BUILDERS LLC GILCO SCAFFOLDING COMPANY LLC KRAEMER NORTH AMERICA LLC MCT SERVICES LLC PATENT LLC PRODIGY CONSTRUCTION LLC SAFWAY ATLANTIC LLC SAFWAY SERVICES LLC SCURTO CEMENT CONSTRUCTION LTD TURBINE PROS LLC ZONE MECHANICAL LLC ABBEY PAVING CO ADVANTAGE INDUSTRIAL SYSTEMS AIRTITE CONTRACTORS INC ALCA INC ALPHA INSTALLERS INC AMERICAN MECHANICAL SERVICES ANDERSON MORAN CONSTRUCTION IN ANI-GALE ARCHITECTURAL FIXTURES INC ATLANTIC PLANT MAINTENANCE BAISH EXCAVATING BEAR CONSTRUCTION BENNETT & BROSSEAU ROOFING INC BRAND SCAFFOLD RENTAL & ERECTI BRIESER CONSTRUCTION COMPANY BROOKWOOD BUILDERS INC BRUNSWICK BOWLING & BILLIARDS BURKS BROS DRYWALL INC BURLA FRANK & SONS BUILDERS C & T CONSTRUCTION INC CE KORSGARD COMPANY CALIBER CONSTRUCTION COMPANY CAMOSY CONSTRUCTION CASEWORK CREATIONS CCL CORPORATION CENTRAL CEILING SYSTEMS INC CHAMPION DRYWALL INC CHICAGO HTS CONSTRUCTION CO CIMARRON CONSTRUCTION INC CLASSIC FLOORING INC COMMERCIAL CONSTRUCTION INC CONCRETE BY WAGNER CONVEYOR SPECIALTIES COOLING COMPONENTS INC COSGROVE CONSTRUCTION INC CR MEYER AND SONS COMPANY CREATION CARPENTRY CO INC CTC INSTALLATIONS INC D & H ENERGY MANAGEMENT D & L ALEXANDER D & M CONSTRUCTION SERVICES D B M SERVICES D CONSTRUCTION INC DAVID M SCHMITT DEGRAF CONCRETE CONST INC DENK & ROCHE BUILDERS INC DIAZ INTERIOR CONTRACTORS INC DOHERTY CONSTRUCTION INC DRYDEN CONSTRUCTION DUPREE CONSTRUCTION DUTCHMAN CONTRACTING EAGLE CONCRETE INC EIRENE BUILDERS ELLIOT CONSTRUCTION ENERFAB INC ESCARPITA CONSTRUCTION COMPANY FLOORING RESOURCES FOGARTY ED CONCRETE CONST INC FRONTIER CONSTRUCTION INC G&L CONSTRUCTION INC H & H BUILDERS HARRIS J C & SONS INC HAYES MECHANICAL HEITKOTTER INC HELAYS INC HENDERSONJOSEPH J & SON INC HENRY BROS COMPANY HERITAGE CARPENTRY INC HERLIHY MID-CONTINENT COMPANY HOMES BY HEINTZ INC HUIZINGA BROS CONSTRUCTION CO HUSSMANN CORPORATION ICC GROUP INC INSTALLATION SERVICES OF IL INSTALLATION SPECIALISTS INC INSULATED PANEL COMPANY INTERNATIONAL DECORATORS INC INTERNATIONAL INDUSTRIAL CONTR IROQUOIS PAVING CORPORATION J B CONCRETE CONTRACTOR INC J F BRENNAN CO INC JADE CARPENTRY CONTRACTORS JMC CONSTRUCTION JOHN BURNS CONSTRUCTION JOHN CHARLES CARPENTRY INC JOHNSON FLOOR COMPANY INC JOHNSTON WF CONSTN INC JOSEPH CONSTRUCTION COMPANY JTMJ INC JUST RITE ACOUSTICS INC KT RICHARDS CONSTRUCTION CO KEVIN NUGENT CONSTRUCTION INC KIEFER SPECIALTY FLOORING INC KINGSTON TILE CO KIRK ERECTORS KNIGHT FLOORING INC KOLE CONSTRUCTION CO INC KRULL WINDOW COMPANY INC KUYPERS BROTHERS INC KWCC INC L J MORSE CONSTRUCTION LAKE CONTRACTING INC LAKESIDE RACK INSTALLERS INC LAKEVIEW CARPET SERVICE INC LAKEWOOD CARPENTRY SERVICES LANGELAND W C & CO INC LANKFORD CONSTRUCTION LENNY SZAREK INC LEOPARDO COMPANIES LEVY COMPANY LINDBLAD CONST CO OF JOLIET LINDBLAD CONSTRUCTION COMPANY LITE CONSTRUCTION INC M & M BUILDERS INC M A MORTENSON CO MARCHIO TILE & CARPET INC MARKHAM DIVISION 9 MARTIN CEMENT COMPANY MEADE ELECTRIC CO INC MHS TECHNICAL SERVICES INC MICHUDA CONSTRUCTION INC MJTJ CONTRACTORS & BLDRS INC MONARCH CONSTRUCTION MORFIN CONSTRUCTION GEN CARP MR DAVID'S FLOORING INTERNATIO N A FAVIA BUILDER INC NATIONWIDE INSTALLATION SERV NORTHWEST CONTRACTORS INC OAKWOOD CONTRACTORS INC OPC CONSTRUCTION INC OSMAN CONSTRUCTION CORP PAN AMERICAN CONCRETE PASCH & SONS CONSTRUCTION CO PEAK CARPENTRY INC PERFORMANCE CONTRACTING INC PIGGUSH - SIMONEAU INC PLAINFIELD CONSTRUCTION CO PLAINOOKA SIDING COMPANY PLATINUM SCAFFOLDING SVC POETTKER CONSTRUCTION CO POWER GENERATION SERVICE PROCACCIO PAINTING & DRYWALL PULLARA INC R B CONSTRUCTION INC R G CONSTRUCTION SERVICES INC RACK-IT INSTALLATIONS INC RAYNOR DOOR AUTH OF DEKALB REED ILLINOIS CORPORATION RHODES PRECISION CORPORATION RIBER CONSTRUCTION INC RINGLAND-JOHNSON INC ROCK IT INTERIORS INC ROCKWELL GROUP INC RODGERS CONSTRUCTION CORP RUANE CONSTRUCTION INC SANDOVAL & SONS CONST SCHECK MECHANICAL CORPORATION SEAL TIGHT EXTERIORS INC SELLERGREN RM & ASSOC INC SIEMENS GENERATION SERVICES SITELINE DBA CONRACT OFFICE IN SPORTS SURFACING INC SYSTEMS ENTERPRISE CORP SYSTEMS UNLIMITED INC TBS CONCRETE INC TENNESSEE VALLEY INDUSTRIAL TERRELL MATERIALS CORP THATCHER FOUNDATIONS INC TIMBERS WW INC TORO CONSTRUCTION CORP TRICOR CONSTRUCTION INC TRIPAR DRYWALL INC UNISTRUT CORP DBA UNISTRUT IL UNITED INSULATED STRUCTURES UNIVERSAL PLANT SERVICES URBAN TILE & CARPET CORP VORTEX COMMERCIAL FLOORING WALLFILL INSULATION INC WALLFORMS WALSH CONSTRUCTION COMPANY WEST SUBURBAN INSTALLATION INC WESTMONT ENGINEERING COMPANY WILLIAMS BROTHERS CONST INC WOLCOTT CONSTRUCTION WOODBRIDGE CONSTRUCTION & CARP WOODS CONSTRUCTION INC 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0