2016-01-13T13:09:29-06:00 2015-05-31 470900880 CALIBRE CPA GROUP PLLC 566 WEST LAKE STREET SUITE 300 CHICAGO IL 60661 990 2014-06-01 363251688 ARCH IRONWORKERS LOCAL 63 WELFARE FUND ARCH 6304720627 1520 KENSINGTON NO 200 OAKBROOK IL 60523 LARRY MCNIFF TRUSTEE 6304720627 2016-01-13 1 HOWARD SIMON P00158008 3126550037 2014 2016-04-25 22:37:26Z LAWRENCE MCNIFF 1520 KENSINGTON NO 200 OAKBROOK IL 60523 41279606 0 X N/A X 1983 IL TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. 6 6 23 0 0 0 0 0 16686303 20341229 1008412 2360293 19201 17161 17713916 22718683 0 0 14378150 15481838 12124 7101 0 0 0 1056463 1106930 15446737 16595869 2267179 6122814 47585816 55545630 8200643 11049043 39385173 44496587 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 7 0 1 23 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 131044 106151 TIM BELL TRUSTEE 3.00 X 0 0 0 LAWRENCE MCNIFF CHAIRMAN 3.00 40.00 X 0 149296 113371 JACK CANNIFF TRUSTEE 3.00 40.00 X 0 131070 106151 MARK LEBUZ TRUSTEE 3.00 X 0 0 0 0 411410 325673 0 0 1 0 BCBS 300 E RANDOLPH CHICAGO IL 60601 CLAIMS PAYOR 374877 BENEFITS MANAGEMENT GROUP 903 COMMERCE DRIVE STE 304 OAK BROOK IL 60523 THIRD PARTY ADMIN. 298433 2 EMPLOYER CONTRIBUTIONS 900099 18791252 18791252 EMPLOYEE CONTRIBUTIONS 900099 1206834 1206834 MEDICARE PART D SUBSIDY 900099 343143 343143 20341229 1232202 1232202 19689014 18560923 1128091 1128091 1128091 OTHER INCOME 900099 17161 17161 17161 22718683 20358390 0 2360293 15481838 7101 267000 34688 39917 107935 470043 46061 8445 ACA FEES 132841 16595869 1644794 3972928 1752583 2126648 9543 0 44040404 49262769 138492 183285 47585816 55545630 101141 66114 8099502 10982929 8200643 11049043 X 0 0 0 0 39385173 44496587 39385173 44496587 47585816 55545630 6122814 -1011400 0 X X 0 1 X 1 0 0 EXTENDED ELGIBILITY 6986000 CLAIMS INCURRED BUT NOT PAID 1332000 ACCUMULATED MRA ACCOUNT BALANCES 2664929 10982929 X 21256205 -1011400 -1011400 22267605 107935 343143 451078 22718683 13261364 0 13261364 107935 3226570 3334505 16595869 PART X, LINE 2: AS OF MAY 31, 2015, 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, 2015, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: MEDICARE PART D SUBSIDY 343,143. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 2,883,427. MEDICARE PART D SUBSIDY 343,143. 0 0 0 PAUL WENDE TRUSTEE 0 129800 0 0 0 1244 0 80500 0 25651 0 237195 0 0 LAWRENCE MCNIFF CHAIRMAN 0 144810 0 0 0 4486 0 87720 0 25651 0 262667 0 0 JACK CANNIFF TRUSTEE 0 129789 0 0 0 1281 0 80500 0 25651 0 237221 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. 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