2017-01-11T17:37:23-06:00 2016-05-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 60661 990 2015-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 LARRY MCNIFF TRUSTEE 6304720627 2017-01-11 1 HOWARD SIMON P00158008 3126550037 2015 2017-02-10 21:41:12Z LAWRENCE MCNIFF 1520 KENSINGTON NO 200 OAKBROOK IL 60523 45311472 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 6 24 0 0 0 0 0 20341229 24095232 2360293 1435140 17161 2750 22718683 25533122 0 0 15481838 18509301 7101 7093 0 0 0 1106930 1221824 16595869 19738218 6122814 5794904 55545630 64060110 11049043 14743397 44496587 49316713 X TO PROVIDE MEDICAL,DENTAL,DISABLITY,AND DEATH BENEFITS 0 0 THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 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 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 24 1 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6304720627 1520 KENSINGTON OAKBROOK IL 60523 MICHAEL SWANBERG TRUSTEE 3.00 X 0 0 0 PAUL WENDE TRUSTEE 3.00 40.00 X 0 134308 110680 TIM BELL TRUSTEE 3.00 X 0 0 0 LAWRENCE MCNIFF CHAIRMAN 3.00 40.00 X 0 152455 118255 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 133461 110680 MARK LEBUZ TRUSTEE 3.00 X 0 0 0 0 420224 339615 0 0 1 0 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 294757 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 256179 2 EMPLOYER CONTRIBUTIONS 900099 22741342 22741342 EMPLOYEE CONTRIBUTIONS 900099 1157220 1157220 MEDICARE PART D SUBSIDY 900099 196670 196670 24095232 1294535 1294535 19918955 19778350 140605 140605 140605 OTHER INCOME 900099 2750 2750 2750 25533122 24097982 0 1435140 18509301 7093 272005 51186 37377 133775 563409 61021 5809 5256 ACA FEES 91986 19738218 3972928 6344582 2126648 2425841 49262769 55103471 183285 186216 55545630 64060110 66114 94264 10982929 14649133 11049043 14743397 X 0 0 0 0 44496587 49316713 44496587 49316713 55545630 64060110 5794904 -974778 0 X X 0 1 X 1 0 0 EXTENDED ELGIBILITY 9367000 CLAIMS INCURRED BUT NOT PAID 1615000 ACCUMULATED MRA ACCOUNT BALANCES 3667133 14649133 X 24227899 -974778 -974778 25202677 133775 196670 330445 25533122 15741569 0 15741569 133775 3862874 3996649 19738218 PART X, LINE 2: AS OF MAY 31, 2016, THERE WERE NO UNCERTAIN TAX 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2016, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 196,670. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 3,666,204. MEDICARE PART D SUBSIDY 196,670. 0 0 0 PAUL WENDE TRUSTEE 0 132665 0 0 0 1643 0 84664 0 26016 0 244988 0 0 LAWRENCE MCNIFF CHAIRMAN 0 148007 0 0 0 4448 0 92239 0 26016 0 270710 0 0 JACK CANNIFF TRUSTEE 0 132659 0 0 0 802 0 84664 0 26016 0 244141 0 0 FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP, INC. IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND A WRITTEN POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE U.S. DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. 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. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. IRONWORKERS LOCAL 63 PENSION FUND 1520 KENSINGTON SUITE 200 OAKBROOK IL 60523 363519910 PENSION FUND IL 401 (A) 0 IRONWORKERS LOCAL 63 UNION 2525 W LEXINGTON STREET BROADVIEW IL 60153 360743355 LABOR UNION IL 501(C)(5) 0 IRONWORKERS LOCAL 63 TRAINING SCHOOL 2523 W LEXINGTON STREET BROADVIEW IL 60153 362365717 TRAINING IL 501(C)(5) 0 1ST AMERICAN STEEL LLCFE 3F CORPORATION 4-S ERECTION INC A THRU Z CONSULTING & DISTRIBUTING INC ACCESS CONTROL COMPANY INC ACE CANOPY ERECTORS INC ACORN FENCE & CONSTRUCTION INC ACSEM INC ACTION FENCE CONTRACTORS INC ADL INSTALLERS INC ADVANCE STEEL ERECTION INC ADVANCED STEEL ERECTORS LLC AIRPORT EQUIPMENT SPECIALISTS INC ALLIANCE FENCE CORPORATION ALLIANCE GLASS & METAL INC AMERICAN INDUSTRIAL DOOR INC ANAGNOS DOOR CO INC ARCHITECTURAL PANEL SYSTEMS INC ARCHITECTURAL SYSTEMS INC ARCWALL AREA ERECTORS INC ASC WINDOW CORPORATION AUTOMATIC DOORS INC BAKES STEEL ERECTORS INC BANE-NELSON INC BCBM LLC BENSON INDUSTRIES INC BERGLUND CONSTRUCTION COMPANY BLUE SKY LLC BOSWELL BUILDING CONTRACTORS INC BUILDERS CHICAGO CORP BUILT BEST FENCE CO INC C & B GLASS INC C & P INSTALLATIONS INC CANNON EQUIPMENT CO CELTIC IRON INC CHICAGO FIRE ESCAPE INC CHICAGO FLYHOUSE INC CHICAGO HEIGHTS CONSTRUCTION CO CHICAGO HEIGHTS GLASS INC CHICAGO ORNAMENTAL IRON INC CHICAGO SPOTLIGHT INC CHICAGO STEEL CONSTRUCTION LLC CHRISTOPHER GLASS & ALUMINUM CK II CONTRACTING INC COLLINS & HERMANN INC COMPLETE CANOPY SERVICES INC COMPOSITE STEEL PRODUCTS INC CONDOR ERECTION CORSETTI STRUCTURAL STEEL INC CROWN CORR INC D & M ARCHITECTURAL METALS INC DALTON FENCE LLC DOCK & DOOR INSTALL INC DOOR SERVICE INC DOOR SYSTEMS INC DORMA USA INC DUBURG IRON WORKS INC ELITE IRONWORKS INC EM III ARCHITECTURAL ENCLOS CORP EXTREME REACH TALENT INC FEDERAL RENT -A- FENCE FENCE CONNECTION FLYNN FENCE & SUPPLY CO FREY-MOSS STRUCTURES INC FUTURE FENCE COMPANY GATEWAY GLAZING INC GAUTHIER GLASS GFS CONSTRUCTION GLASS DESIGNERS INC GMSGLASS MANAGEMENT SERVICES GRAND STAGE CO GRAYCOR INDUSTRIAL CONSTRUCTORS INC GREAT LAKES STEEL ERECTION INC GUARDIAN CONSTRUCTION PRODUCTS INC HARMON INC HART ERECTORS INC HERITAGE STEEL CONSTRUCTION LLC HORIZON ORNAMENTAL IRON INC HOSS STEEL SOLUTIONS HOUSE OF DOORS INC IG COMMERCIAL INC ILLINOIS CONTRACT GLAZING INC ILLINOIS SASH ERECTORS INC IMPACT IRON LLC IMPERIAL CONSTRUCTION ASSOC INC IN-LINE FENCE & FABRICATING COFE INDEPENDENT MECHANICAL INDUSTRIES INC INDUSTRIAL DOOR CO OF CHG INDUSTRIAL FENCE INC INDUSTRIAL MATERIAL SUPPLY INC ISI DETENTION CONTRACTING GROUP INC IWEISS INC JANGHO CURTAIN WALL AMERICAS CO JB ERECTORS INC JP CULLEN & SONS INC K & K IRON WORKS INC KD JOHNSON INC KUJO INC KVM DOOR SYSTEMS L & M WELDING INC LEECO CONSTRUCTION INC LEECO CONSULTANTS INC LEGNA IRON WORKS INCLEGNA INSTALLERS LOUIS HOFFMANN CO LVH ENTERTAINMENT SYSTEMS M&M STEEL ERECTORS LLC MECCOR INDUSTRIES LTD MECHANICAL & INDUSTRIAL STEEL MERCEDES SECTION 5 INSTALLATION LLC METROPOLITAN STEEL INC MID AMERICA STEEL ERECTORS INC MID-STATES GLASS & METAL MIDWEST CURTAINWALLS INC MIDWEST FENCE CORP MIDWEST SKYLITE SYSTEMS MIDWEST STEEL INC HW&PENSIONS MJ ERECTORS INC MORCOM CONSTRUCTION CO MTH INDUSTRIES MZI ELECTRIC INC N SHORE NETTING SYSTEMS INC NATHAN LINN & SONS INC NATIONAL FENCE CORPORATION NAVY PIER INC NEW HORIZON STEEL NICKS METAL FABRICATING & SONS INC NORTH CHICAGO IRON WORKS NORTHERN CONTRACTING INCFE NORTHERN ILLINOIS FENCE INCFE OPENAIRE SALES ORNELAS CONSTRUCTION COFE ORNOFF'S WELDING DBA OWS ENT INC P & P ARTEC INC PACIFIC FENCE INCFE PAPPAS CONSTRUCTION CO PENN SERVICES LLC PERMASTEELISA NORTH AMERICA CORP PIERINI IRON WORKS INC PINNACLE ERECTORS LLC PLATA CORP POINT STEEL ERECTORS INC PORTA-WELD INC PRECISION IRON INSTALLATIONS PRIME ARCHITECTURAL METAL & GLASS INC PRIMERA IRON WORKS PRO FENCE INC QUINCO STEEL INC R & I ORNAMENTAL IRON INC REFLECTION WINDOW COMPANY LLC REGAL STEEL ERECTORS LLC REGAL STEEL ERECTORS LLC KEYMAN ROUGH BROTHERS INC RWC CONSTRUCTION LLC SCHAAF GLASS COMPANY SCHMIDT STEEL INC SECURITY INDUSTRIES INC SESG SIEVERT ELECTRIC SERVICE & SALES SOUTHERN FOLGER DETENTION EQUIPMENT SOUTHWELL INDUSTRIAL SERVICES LLC SPECIALTY CONSTRUCTION LLC STAIR ONE INC STARKS STEEL STATE STEEL SALES LLC STEPPO SUPPLY & CONSTRUCTION INC STOREY FASCIA LLC STRATA CONTRACTORS LTD STRUCTURAL STRATEGIES INC T MOONCOTCH INC TAL-MAR CUSTOM METAL FABRICATORS INC TAYLOR ELECTRIC COMPANY TBS INDUSTRIAL DOORS TECHNICA BUILDERS INC THE AMERICAN GROUP THE BARTECH GROUP TMJ RAILINGS TNA SEALANTS INC TONN & BLANK CONSTRUCTION LLC TRAINOR GLASS COMPANY UNDERLAND ARCH SYSTEMS UNION FENCE UNION FENCING OF ILLINOIS INC UPRIGHT IRON WORKS INC VEI SOLUTIONS INC WAITE EQUIPMENT COMPANY LLC WEB PRODUCTION WESTERN ARCHITECTURAL IRON COMPANY WESTERN REMAC INCFE WILLIAM STEEL ERECTORS YOUNG CONCRETE ENTERPRISES INC YUANDA USA CORPORATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0