2014-10-30T11:24:51-05:00 2013-12-31 362125389 BANSLEY AND KIENER LLP 8745 W HIGGINS RD STE 200 CHICAGO IL 606312704 990 2013-01-01 362226396 ROOFERS' UNIONS WELFARE TRUST FUND ROOF 8478271029 2340 S RIVER ROAD NO 305 DES PLAINES IL 60018 JULIE RACHAL FUND MANAGER 8478271029 2014-10-30 1 JOHN W SANEW III P00639306 3122632700 2014-10-29 2013 2015-11-30 17:44:51Z GARY MENZEL 9838 W ROOSEVELT CHICAGO IL 60154 64854976 0 X N/A X 1950 IL PROVIDING HEALTH BENEFITS TO PARTICIPANTS 6 0 11 0 0 0 0 0 17706653 18176452 79918 1927208 16628 7607 17803199 20111267 0 0 17966267 17240909 625417 568644 0 0 0 814735 612651 19406419 18422204 -1603220 1689063 57866631 63320616 19808424 20428116 38058207 42892500 ROOFERS' UNIONS WELFARE TRUST FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 ROOFERS' UNIONS WELFARE TRUST FUND PROVIDES MEDICAL, DENTAL, VISION, DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 852 0 1 11 1 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 X JULIE RACHAL 8478271029 2340 S RIVER ROAD DES PLAINES IL 60018 RICHARD MATHIS TRUSTEE - PAST 1.50 46.30 X 0 58264 20002 GARY MENZEL TRUSTEE 1.50 46.30 X 0 100764 33582 LAWRENCE GNAT TRUSTEE 1.50 46.30 X 0 96442 33508 CHRISTOPHER CRONIN TRUSTEE 1.50 6.30 X 0 0 0 WILLIAM LYNCH TRUSTEE 1.50 6.30 X 0 0 0 WILLIAM O'BRIEN TRUSTEE 1.50 6.30 X 0 0 0 MARTIN HEADTKE TRUSTEE 1.50 10.30 X 0 8051 0 JULIE RACHAL FUND MANAGER 16.00 24.00 X 109835 0 29459 109835 263521 116551 1 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 17883279 17883279 SELF-PAY CONTRIBUTIONS 900099 157668 157668 COBRA CONTRIBUTIONS 900099 78833 78833 LIQUIDATED DAMAGES 900099 56672 56672 18176452 195576 195576 46475341 44743709 1731632 1731632 1731632 MISCELLANEOUS 900099 7607 7607 7607 20111267 19915691 0 195576 17240909 55717 300381 93017 89639 29890 125708 51035 62662 68436 105172 88032 45144 4618 9313 18787 BANK FEES 14386 HEALTH FAIR 8320 PCORI FEE 5128 DUES 4185 1725 18422204 541909 541922 2914098 5636479 1352641 1062986 31369 25260 211365 186737 24085 24628 52956719 55904990 45810 124351 57866631 63320616 42364 66361 19766060 20361755 19808424 20428116 X 0 0 0 0 38058207 42892500 38058207 42892500 57866631 63320616 1689063 3145230 0 X X 0 1 X 0 0 38456 28760 9696 122745 107813 14932 50164 50164 0 24628 PREMIUMS PAYABLE 287155 CLAIMS INCURRED BUT NOT REPORTED 2014100 ACCUMULATED ELIGIBILITY 18060500 20361755 23193835 3145230 3145230 20048605 62662 62662 20111267 17763847 0 17763847 62662 595695 658357 18422204 PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATION FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE INDEPENDENT CPA AND IS REVIEWED AND APPROVED BY THE FUND MANAGER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES WHICH COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE FUND MANAGER, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES, ALL OF WHOM ARE NOT COMPENSATED BY THE ORGANIZATION, DETERMINES AND APPROVES THE SALARY OF THE FUND MANAGER. THE FUND MANAGER'S SALARY AND FRINGE BENEFITS ARE SHARED WITH THE ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE FUND MANAGER'S TOTAL COMPENSATION AND BENEFITS ARE LISTED IN PART VII. THESE AMOUNTS ARE ALLOCATED AMONG THE ORGANIZATION, ROOFERS PENSION TRUST AND ROOFERS RESERVE FUND. THE AMOUNT REPORTED ON PART IX, LINE 5 REPRESENTS THE AMOUNT OF THE FUND MANAGER'S TOTAL COMPENSATION ALLOCATED TO THE ORGANIZATION. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED ANNUAL FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII RICHARD MATHIS - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. GARY MENZEL - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. LAWRENCE GNAT - 9838 WEST ROOSEVELT ROAD, WESTCHESTER, IL 60154. CHRISTOPHER CRONIN - 16851 SOUTH LATHROP, HARVEY, IL 60426. WILLIAM LYNCH - 740 SOUTH LAKE STREET, AURORA, IL 60507. WILLIAM O'BRIEN - 621 WEST WASHINGTON STREET, WEST CHICAGO, IL 60185. MARTIN HEADTKE - 7045 JOLIET ROAD, INDIANA HEAD PARK, IL 60525. FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE ORGANIZATION'S FINANCIAL STATEMENTS. THEY ARE ALSO IN CHARGE OF SELECTING AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT. ROOFERS' PENSION FUND 2340 S RIVER ROAD SUITE 305 DES PLAINES IL 60018 366485998 DEFINED BENEFIT PENSION PLAN COVERING ELIGIBLE MEMBERS IL 401(A) N/A 0 UNITED UNION ROOFERS WATERPROOFERS ALLIED WORKERS LOCAL 11 9838 W ROOSEVELT RD WESTCHESTER IL 60154 360940360 LABOR UNION IL 501(C)(5) N/A 0 CHICAGO ROOFING CONTRACTORS' ASSOCIATION 4415 WEST HARRISON STREET HILLSIDE IL 60162 366116790 TRADE ASSOCIATION IL 501(C)(6) N/A 0 BOARD OF TRUSTEES ROOFERS' UNIONS WELFARE TRUST FUND 2340 S RIVER ROAD SUITE 305 DES PLAINES IL 60018 362226396 PLAN SPONSOR AND ADMINISTRATOR IL 0 ROOFERS' RESERVE FUND 2340 S RIVER ROAD SUITE 305 DES PLAINES IL 60018 366129432 A COMPLEX TRUST COVERING ELIGIBLE MEMBERS IL N/A T 0 A-1 ROOFING COMPANY ADLER JL ROOFING INC AIR PRESSURE DAMP-PROOFING ALL AMERICAN EXTERIORS ALL SEALANTS INC ALLIED WATERPROOFING INC ANDERSON & SHAH ROOFING ANDERSON HC ROOFING COMPANY INC ANTHONY ROOFINGTECTA-AMER ARTIGIANO COMMERCIAL ROOFING INC AUR-VAC INC BABILLA EC INC BENNET & BROSSEAU ROOFING BOFO WATERPROOFING BRIGADIER ROOFING INC BURKE RE COMPANY INC BW CONTRACTING SERVICES CPR ROOFING CANNON M ROOFING CO LLC CARLSON ROOFING COMPANY CENTURY ROOFING CORP CHICAGO CONSTRUCTION MANAGERS INC CLAYTON ROOFING INC COLEMAN ROOFING INC COMBINED ROOFING INC CROWTHER RB CO INC CUBS CONSTRUCTION CUDAHY ROOFING & SUPPLY CUEVAS ROOFING & CONSTRUCTION COMPANY CULLOM CORPORATION D&E ROOFING INC DCG ROOFING DEADY ROOFING & CONSTRUCTION INC DIETZ VACUUM SERVICES INC DISTINCTIVE ROOFING INC DOMAIN CORPORATION DU SABLE CONSTRUCTION CO INC ECONOMY ROOFING & INSULATING ELENS & MAICHIN ROOFING F&G ROOFING COMPANY LLC FILOTTO CONSTRUCTION INC FREEPORT INDUSTRIAL ROOFING GLENBROOK GROUP GLUTH BROTHERS ROOFING CO INC HESS CAULKING & RESTORATION HARD SURFACE FINISHERS HENSON ROBINSON CO HUEBNER ROOFING INC IWS INC JERRY & SONS ROOFING & REMODELING JONES & CLEARY ROOFING COMPANY KEEFE LAWRENCE W & COMPANY KEVIN & SONS ROOFING CORPORATION KNICKERBOCKER ROOFING KNORR-MYERS ROOFING COMPANY KORELLIS ROOFING KREMER DAVIS INC LANGER ROOFING & SHEET METAL LANGLOIS ROOFING LARSEN JP INC LEAK STOP ROOFING INC LUTZ ROOFING SOUTH INC MALCOR ROOFING OF ILLINOIS INC MARK 1 WATERPROOFING & RESTORATION MARSHALL L INC MAYOU DH ROOFING & SUPPLY CO INC MCCONNAUGHHAY & SONS ROOFING MCDERMAID ROOFING INC METALMASTERROOFMASTER MIDLAND ENGINEERING CO MORTENSON ROOFING COMPANY MSM SOLUTIONS NATIONAL INTERNATIONAL ROOFING CO NATIONAL RESTORATION SYSTEMS OLSSON ROOFING COMPANY INC PALMER WEST CONSTRUCTION CO INC PETERSON HARRY S CO PINE ROOFING COMPANY PINE WATERPROOFING & SEALANTS PLATTVILLE COATINGS INC POWELL MW COMPANY PRESERVATION SERVICES INC QUALITY ROOFING INC R COMMERCIAL ROOFING SOLUTIONS RAM CONSTRUCTION SERVICES OF MI INC RAM SERVICES READY-VAC INC REGIONAL VACUUM SERVICES INC RIDDIFORD GE COMPANY RIDGEWORTH ROOFING ROOFING SYSTEMS INC ROOFS INC ROTH BROS INC ROOFTEC FE CORPORATION ROYAL ROOFING CO INC SAGER SEALANT SCHRANZ MM SEAL TIGHT EXTERIORS INC SOLARIS ROOFING SOLUTIONS INC SRS ROOFING STEPHEN ROOFING COMPANY INC STERLING COMMERCIAL ROOFING SULLIVAN ROOFING INC TACITT INC TOLBERT ROOFING & CONSTRUCTION INC TONN & BLANK CONSTRUCTION TOP QUALITY ROOFING COMPANY TRINITY ROOFING SERVICES UNION ROOFING INC VAC-IT-ALL SERVICES INC VAN'S ROOFING INC WBR ROOFING INC WAUKEGAN ROOFING COMPANY WEATHERGUARD ROOFING COMPANY WEST ENVIRONMENTAL INC ZERA CONSTRUCTION CO CROWTHER ROOFING & SHEET METAL 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 FORM 990, SCHEDULE R, PART IV THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.