2026-08-27T08:26:25-05:00 2025-10-31 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2024-11-01 362265130 CONSTRUCTION INDUSTRY WELFARE FUND OF ROCKFORD ILLINOIS CONS 8153974267 1322 EAST STATE STREET ROCKFORD IL 61104 ART STURMS TRUSTEE 8153974267 2026-08-27 1 1 COREY BILKEY P00499751 3126550037 2024 2025-03-06 01:10:19Z DAVID ANSPAUGH 1322 EAST STATE STREET ROCKFORD IL 61104 23316466 0 X N/A X 1954 IL TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS 6 2 29 0 61564 0 0 0 22064926 22071215 815989 894003 157562 135089 23038477 23100307 0 0 17377757 20203152 205004 212676 0 0 0 868096 854933 18450857 21270761 4587620 1829546 29179868 32144974 1376516 1355353 27803352 30789621 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS, LIFE, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 1 0 1 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 X 4 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 X 6 2 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X SHELLI MCPEEK - ADMINISTRATOR 8153974267 1133 EAST STATE STREET ROCKFORD IL 61104 ART STURMS CO-CHAIR 3.00 40.00 X 0 162650 117977 DAN O'CONNELL TRUSTEE 3.00 40.00 X 0 183517 117095 CHARLES BARRETT TRUSTEE 3.00 40.00 X 0 126179 94988 DAVID ANSPAUGH CO-CHAIR 3.00 40.00 X 0 152949 27021 JEFF BOCKHOP TRUSTEE 3.00 X 0 0 0 GLEN TURPOFF TRUSTEE 3.00 X 0 0 0 0 625295 357081 0 0 1 0 GROUP ADMINISTRATOR LTD 915 NATIONAL PARKWAY SUITE F SCHAUMBURG IL 60173 THIRD PARTY ADMINISTRATOR 471306 BLUE CROSS BLUE SHIELD 200 E RANDOLPH CHICAGO IL 60661 CLAIMS PROCESSOR 433841 2 CONTRACTOR CONTRIBUTIONS 900099 21058204 21058204 PARTICIPANT CONTRIBUTIONS 900099 1013011 1013011 22071215 893204 893204 216958 216159 799 799 799 SHARED SERVICE FEES 900099 73525 73525 CONTRIBUTION PROCESSING FEES 900099 61564 61564 135089 23100307 22144740 61564 894003 20203152 139227 11418 51087 10944 471306 91913 80897 49407 69887 44693 21616 38 366 18053 FEES MANDATED BY THE AC 6757 21270761 124428 123694 6604230 6439894 3599780 4851162 7783 14517 43418 37565 6219 5853 18831016 20703727 6412 6127 29179868 32144974 10831 10770 623008 445358 742677 899225 1376516 1355353 X 0 0 0 0 27803352 30789621 27803352 30789621 29179868 32144974 1829546 1156723 0 X X 0 1 X 1 0 0 1 10977 5124 5853 32441 32441 0 5853 RECIPROCAL CONTRIBUTIONS PAYABLE 899225 899225 X 24207623 1156723 1156723 23050900 49407 49407 23100307 21221354 0 21221354 49407 49407 21270761 PART X, LINE 2: AS OF OCTOBER 31, 2025 AND 2024, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR (ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART IV, LINE 2B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A LOCKBOX ARRANGEMENT AND TRANSFERRED INTO A SEGREGATED CHECJING ACCOUNT HELD BY THE PLAN UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKES AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 DAN O'CONNELL TRUSTEE 0 183322 0 0 0 195 0 92922 0 24173 0 300612 0 0 ART STURMS CO-CHAIR 0 162650 0 0 0 0 0 85972 0 32005 0 280627 0 0 CHARLES BARRETT TRUSTEE 0 126179 0 0 0 0 0 65452 0 29536 0 221167 0 0 DAVID ANSPAUGH CO-CHAIR 0 152949 0 0 0 0 0 1910 0 25111 0 179970 0 0 FORM 990, PART V, LINE 2A THE NUMBER OF MEMBERS REPORTED ON LINE 2A INCLUDES PARTICIPANTS RECEIVING LOSS OF TIME BENEFITS. FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH GROUP ADMINISTRATORS. LTD TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE CO-CHAIRMEN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICT OF INTEREST POLICY - THE FUND IS WELFARE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). UNDER ERISA, IT IS THE CONTINUING RESPONSIBILITY OF EACH MEMBER OF THE BOARD OF TRUSTEES TO REVIEW TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST, IMMEDIATELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AND TAKE APPROPRIATE ACTION UPON DISCOVERY OF ANY SUCH CONFLICTS. TO ASSIST THE TRUSTEES IN IDENTIFYING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, THE FUND DISTRIBUTES TO EACH TRUSTEE AN ANNUAL QUESTIONNAIRE REQUESTING INFORMATION REGARDING INTERESTS THAT COULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. 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