2025-11-12T10:52:20-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 237134462 INTERNATIONAL UNION OF OPERATING ENGINEERS & PIPE LINE EMPLOYERS H&W FUND INTE 8882553863 2625 BUTTERFIELD ROAD 208E OAK BROOK IL 60523 JOHN DOWNEY TRUSTEE 8882553863 2025-11-12 1 1 ERIN CRANMER P01712644 2023319880 2025-11-12 2024 2025-03-06 01:10:19Z JOHN DOWNEY 1125 17TH STREET NW WASHINGTON DC 20036 113096913 0 X N/A X 1971 DC TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF THE EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF OPERATING ENGINEERS. 6 6 0 0 0 0 0 0 47495845 38334774 15965077 25091299 0 0 63460922 63426073 0 0 40519808 42896813 0 0 0 0 0 3077207 2945710 43597015 45842523 19863907 17583550 418716364 444250483 7542293 4262403 411174071 439988080 PROVIDE MEDICAL, DENTAL, AND OTHER BENEFITS TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS, PERSUANT TO COLLECTIVE BARGAINING AGREEMENTS. 0 0 PROVIDED HEALTH & WELFARE BENEFITS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 8882553863 2625 BUTTERFIELD ROAD SUITE 208E OAK BROOK IL 60523 X JAMES CALLAHAN TRUSTEE 1.00 X 0 0 0 PAUL MCCORMICK TRUSTEE 1.00 X 0 0 0 ROBERT BENDURE TRUSTEE 1.00 X 0 0 0 JIMMMY L CROTTS TRUSTEE 1.00 X 0 0 0 BRYAN ABEL TRUSTEE 1.00 X 0 0 0 JEFF KNAPP TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 CAREFIRST 10455 MILL RUN CIR OWINGS MILLS MD 21117 CLAIMS PROCESSING 1434200 ZENITH ADMINISTRATORS INC 5560 STERRETT PLACE SUITE 205 COLUMBIA MD 210443594 FUND ADMINISTRATION 555580 WAGEWORKS 1100 PARK PL 4TH FLOOR SAN MATEO CA 94403 CLAIMS PROCESSING 243089 NORTHERN TRUST CORPORATION 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT CUSTODIAN SERVICES 149493 SAGE ADVISORY 5900 SOUTHWEST PARKWAY BLDG 1 AUSTIN TX 78735 INVESTMENT ADVISORY SERVICES 128600 6 EMPLOYER CONTRIBUTIONS 900099 37283134 37283134 PARTICIPANT CONTRIBUTIONS 900099 1051640 1051640 38334774 12489498 12489498 62272641 49670840 12601801 12601801 12601801 63426073 38334774 0 25091299 42896813 531201 9993 52538 321988 90784 62717 4270 8562 45335 CLAIM PROCESSING FEES 1800476 PCORI FEE 17846 45842523 14316738 4698553 11127182 5990029 24025 29379 392277924 392367503 40326518 970495 838501 418716364 444250483 5307519 1624663 79818 72284 2154956 2565456 7542293 4262403 X 0 0 0 0 411174071 439988080 411174071 439988080 418716364 444250483 17583550 11230459 0 X X 0 1 X 1 0 0 BLACKSTONE INFRASTRUCTURE PARTNERS V 11788585 C IIF ERISA HEDGED LP 10642884 C BLACKSTONE REAL ESTATE INCOME TRUST 9762612 C STARWOOD REAL ESTATE INCOME TRUST 8132437 C 40326518 DUE TO BROKER FOR PENDING TRANSACTION 1476281 OTHER 1089175 2565456 X 74334544 11230459 11230459 63104085 321988 321988 63426073 45520535 0 45520535 321988 321988 45842523 PART X, LINE 2: THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO AND SIGNED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICT OF INTEREST DISCLOSURES AND, IF NECESSARY OR APPROPRIATE, RECUSALS FROM EXERCISING FIDUCIARY AUTHORITY ARE MADE AT REGULAR BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 AS AN ERISA-REGULATED EMPLOYEE WELFARE BENEFIT PLAN, THE FUND COMPLIES WITH ERISA REGARDING REPORTING AND DISCLOSURE OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES. CERTAIN DOCUMENTS ARE DISTRIBUTED BY MAIL TO PARTICIPANTS AND BENEFICIARIES IN ACCORDANCE WITH ERISA. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES SELECTS THE FUND'S INDEPENDENT AUDITOR AND REVIEWS AND APPROVES THE AUDIT. 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