2013-11-07T10:16:24-06:00
2012-12-31
362125389
BANSLEY AND KIENER LLP
8745 WEST HIGGINS ROAD SUITE 200
CHICAGO
IL
606312704
990
2012-01-01
362226396
ROOFERS' UNIONS WELFARE TRUST FUND
ROOF
8478271029
2340 S RIVER ROAD NO 305
DES PLAINES
IL
60018
JULIE RACHAL
FUND MANAGER
8478271029
2013-11-06
1
JOHN W SANEW III
P00639306
3122632700
2013-11-04
2012
2016-03-07 17:11:31Z
RICHARD MATHIS
9838 W ROOSEVELT
CHICAGO
IL
60154
27935438
0
X
N/A
X
1950
IL
PROVIDING HEALTH BENEFITS TO PARTICIPANTS
6
0
12
0
0
0
0
0
19402494
17706653
1449963
79918
17475
16628
20869932
17803199
0
0
17680926
17966267
609833
625417
0
0
0
698031
814735
18988790
19406419
1881142
-1603220
55692296
57866631
19774869
19808424
35917427
38058207
NONE
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
855
0
1
12
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
1.50
47.50
X
0
108972
34265
GARY MENZEL
TRUSTEE
1.50
47.50
X
0
100244
34053
LAWRENCE GNAT
TRUSTEE
1.50
47.50
X
0
100072
34053
CHRISTOPHER CRONIN
TRUSTEE
1.50
7.50
X
0
0
0
WILLIAM LYNCH
TRUSTEE
1.50
7.50
X
0
0
0
WILLIAM O'BRIEN
TRUSTEE
1.50
7.50
X
0
0
0
JULIE RACHAL
FUND MANAGER
16.00
24.00
X
107335
0
30573
107335
309288
132944
1
0
0
0
BASYS INC
857 ELKRIDGE LANDING ROAD - 7TH FLO
LINTHICUM
MD
210902229
CONSULTING
120266
OGLETREE DEAKINS NASH SMOAK & STEWARD
155 NORTH WACKER DRIVE
CHICAGO
IL
60606
LEGAL
114559
2
EMPLOYER CONTRIBUTIONS
900099
17417309
17417309
COBRA CONTRIBUTIONS
900099
111555
111555
SELF-PAY CONTRIBUTIONS
900099
110480
110480
LIQUIDATED DAMAGES
900099
67309
67309
17706653
47800
47800
10164357
10132239
32118
32118
32118
MISCELLANEOUS
900099
16628
16628
16628
17803199
17755399
0
47800
17966267
55163
326499
97220
113934
32601
190875
41930
55461
99719
128876
143641
62575
3223
11185
22002
BANK FEES
46602
HEALTH FAIR
5550
DUES
1940
OTHER
1156
19406419
542539
541909
5165073
2914098
1745117
1352641
30093
31369
201510
177425
31644
24085
48124753
52956719
53077
45810
55692296
57866631
52009
42364
19722860
19766060
19774869
19808424
X
0
0
0
0
35917427
38058207
35917427
38058207
55692296
57866631
-1603220
3744000
0
X
X
0
1
X
0
0
28401
28401
0
122745
99672
23073
50364
49352
1012
24085
PREMIUMS PAYABLE
271260
CLAIMS INCURRED BUT NOT REPORTED
1726300
ACCUMULATED ELIGIBILITY
17768500
19766060
21491738
3744000
3744000
17747738
55461
55461
17803199
19307758
0
19307758
55461
43200
98661
19406419
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: 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.
CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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.
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
0
A S SUMERLAN INC
0
AIR PRESSURE DAMP-PROOFING
0
ALL AMERICAN EXTERIOR SOLUTIONS
0
ALL SEALANTS INC
0
ALLIED WATERPROOFING INC
0
ANDERSON & SHAH ROOFING
0
ANTHONY ROOFINGTECTA-AMER
0
ARCHITECTURAL SEALANTS INC
0
ARTIGIANO COMMERCIAL ROOFING INC
0
AUR-VAC INC
0
BATAVIA DAMPROOFING INC
0
BENNETT & BROSSEAU ROOFING
0
BLACKMORE & BUCKNER RFGTECTA AMER
0
BLOOM ROOFING SYSTEMS INC
0
BOFO WATERPROOFING
0
BRIGADIER ROOFING INC
0
BW CONTRACTING SERVICES
0
CPR ROOFING
0
CARLSON ROOFING COMPANY
0
CENTURY ROOFING CORP
0
CHARLES GLUTH & SON ROOFERS
0
CHICAGO CONSTRUCTION MANAGERS INC
0
CHRISTIANSEN INC
0
CLAYTON ROOFING INC
0
COLEMAN ROOFING INC
0
COMBINED ROOFING INC
0
CROWTHER ROOFING & SHEET METAL
0
CUBS CONSTRUCTION
0
CUDAHY ROOFING & SUPPLY
0
CUEVAS ROOFING & CONSTRUCTION COMPANY
0
CULLOM CORPORATION
0
CULVER ROOFING INC
0
D & E ROOFING INC
0
D H MAYOU ROOFING & SUPPLY CO INC
0
DCG ROOFING
0
DEADY ROOFING & CONSTRUCTION INC
0
DIETZ VACUUM SERVICES INC
0
DISTINCTIVE ROOFING INC
0
DOMAIN CORPORATION
0
DU SABLE CONSTRUCTION CO INC
0
E C BABILLA INC
0
ELENS & MAICHIN ROOFING
0
EXCEL DAMPPROOFING INC
0
F & G ROOFING COMPANY LLC
0
F E ROOFTEC CORPORATION
0
FILOTTO CONSTRUCTION INC
0
FREEPORT INDUSTRIAL ROOFING
0
G E RIDDIFORD COMPANY
0
GLENBROOK GROUP
0
GLUTH BROTHERS ROOFING CO INC
0
H C ANDERSON ROOFING COMPANY INC
0
HESS CAULKING & RESTORATION
0
HARD SURFACE FINISHERS
0
HUEBNER ROOFING INC
0
IWS INC
0
J L ADLER ROOFING INC
0
J P LARSEN INC
0
JERRY & SONS ROOFING & REMODELING
0
JONES & CLEARY ROOFING COMPANY
0
KAP ROOFING INC
0
KEVIN & SONS ROOFING CORPORATION
0
KNICKERBOCKER ROOFING
0
KNORR-MYERS ROOFING COMPANY
0
KORELLIS ROOFING
0
KREMER DAVIS INC
0
L MARSHALL INC
0
LANGER ROOFING & SHEET METAL
0
LANGLOIS ROOFING
0
LAPORTE ROOFING COMPANY
0
LAWRENCE W KEEFE & COMPANY
0
LEAK STOP ROOFING INC
0
LOCAL ROOFING COMPANY
0
M CANNON ROOFING CO LLC
0
M M SCHRANZ
0
M W POWELL COMPANY
0
MALCOR ROOFING COMPANY
0
MARK 1 WATERPROOFING & RESTORATION
0
MCCONNAUGHHAY & SONS ROOFING
0
MCDERMAID ROOFING INC
0
METALMASTERROOFMASTER
0
MICHAEL A PRATE INC
0
MIDLAND ENGINEERING CO
0
MORTENSON ROOFING COMPANY
0
MSM SOLUTIONS
0
NATIONAL INTERNATIONAL ROOFING CO
0
NATIONAL RESTORATION SYSTEMS
0
NEWTSON ROOFING COMPANY
0
OLSSON ROOFING COMPANY INC
0
PETERSON HARRY S CO
0
PINE ROOFING COMPANY
0
PINE WATERPROOFING & SEALANTS
0
PLATTVILLE COATINGS INC
0
PRESERVATION SERVICES INC
0
R COMMERCIAL ROOFING SOLUTIONS
0
R B CROWTHER CO INC
0
R E BURKE COMPANY INC
0
RAM CONSTRUCTION SERVICES OF MI INC
0
RAM SERVICES
0
READY-VAC INC
0
REGIONAL VACUUM SERVICES INC
0
RIDGEWORTH ROOFING
0
ROBINSON ROOFING INC
0
ROOFING SYSTEMS INC
0
ROOFS INC
0
ROTH BROS INC
0
ROYAL ROOFING CO INC
0
SAGER SEALANT
0
SEAL TIGHT EXTERIORS INC
0
SOLARIS ROOFING SOLUTIONS INC
0
SRS ROOFING
0
STEPHEN ROOFING COMPANY INC
0
STERLING COMMERCIAL ROOFING
0
SULLIVAN ROOFING INC
0
TACITT INC
0
TOLBERT'S ROOFING & CONSTRUCTION INC
0
TONN & BLANK CONSTRUCTION
0
TOP QUALITY ROOFING COMPANY
0
TRINITY ROOFING SERVICES
0
UNION ROOFING INC
0
UNITED STATES OF AMERICA ROOFING
0
VAC-IT-ALL SERVICES INC
0
VAN'S ROOFING INC
0
WBR ROOFING INC
0
WAUKEGAN ROOFING COMPANY
0
WEATHERGUARD ROOFING COMPANY
0
WEST ENVIRONMENTAL INC
0
ZERA CONSTRUCTION CO
0
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.