2024-11-08T14:57:08-06:00 2023-12-31 431305800 UHY ADVISORS MIDWEST INC 4200 UNIVERSITY AVE SUITE 410 WEST DES MOINES IA 50266 990 2023-01-01 426149936 FIVE RIVERS CARPENTERS DISTRICT COUNCIL HEALTH & WELFARE FUND FIVE 3193626062 1831 16TH AVE SW CEDAR RAPIDS IA 52404 ROYCE PETERSON BOARD CHAIRMAN 3193626062 2024-11-06 1 0 MARK A CRONIN P01742902 5152225680 2024-11-06 2023 2024-10-15 13:58:12Z ROYCE PETERSON 1831 16TH AVE SW CEDAR RAPIDS IA 52404 11776080 0 X WWW.5RCBENEFITS.COM X 1970 IA PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS. 6 0 0 0 0 0 0 0 7544187 8087858 878215 1024525 5133 21329 8427535 9133712 0 0 5132077 7416428 475 1620 0 0 0 699022 744570 5831574 8162618 2595961 971094 23891785 28167064 12057072 12974062 11834713 15193002 PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS. 0 0 8162618 8109187 PROVIDING HEALTH & WELFARE BENEFITS TO MEMBERS. 8162618 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 8 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X SHELLEY VANDRASKA EASTERN IOWA FRINGE BENEFIT FUNDS 3193626062 1831 16TH AVE SW CEDAR RAPIDS IA 52404 X ROYCE PETERSON BOARD CHAIRMAN 1.00 X X 0 0 0 ROBB NELSON DEPUTY GENERAL COUNSEL 1.00 X X 0 0 0 BOB DOUBEK TRUSTEE 1.00 X 0 0 0 JIM UNZEITIG TRUSTEE 1.00 X 0 0 0 MIKE NOVY TRUSTEE 1.00 X 0 0 0 NATE PILCHER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 EASTERN IOWA FRINGE BENEFIT FUNDS 1831 16TH AVE SW CEDAR RAPIDS IA 52404 FUND ADMINISTRATION 152985 1 EMPLOYER CONTRIBUTIONS 525100 7906318 7906318 EMPLOYEE CONTRIBUTIONS 525100 181540 181540 8087858 938214 938214 2728679 2642368 86311 86311 86311 OTHER INCOME 525100 21329 21329 21329 9133712 8109187 0 1024525 7416428 1620 70131 45118 27408 50292 12709 7778 35524 CLAIMS ADMIN FEES 470056 FIDUCIARY INS. BONDS 14951 GOVERNMENT FEES 4329 BANK FEES 3852 2422 8162618 245852 513785 492293 1053979 1188890 11167 25401 22312854 26214628 23891785 28167064 125278 186318 5344 7194 11926450 12780550 12057072 12974062 X 0 0 0 0 11834713 15193002 11834713 15193002 23891785 28167064 971094 2387195 0 X 0 1 X 0 0 0 VANGUARD SMALL-CAP INDEX FUND 1906404 F DFA EMERGING MARKETS CORE EQUITY FUND 2139555 F JP MORGAN ALERIAN MLP INDEX 1587181 F LONGVIEW BUILD AMERICA BONDS VEBA FUND 726049 F HARBOR INTERNATIONAL FUND 2370772 F CARILLION REAMS UNCONSTRAINED BOND FUND 3358140 F SCHWAB GOVERNMENT MONEY FUND 1046 F DOUBLELINE TOTAL RETURN BOND FUND 2307906 F BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND 3089805 F DODGE & COX STOCK FUND 3005642 F GOLDMAN SACHS LARGE CAP FUND 2115531 F WCM FOCUSED INTERNATIONAL GROWTH FUND 2328949 F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND 1277648 F 26214628 ACCUMULATED ELIGIBILITY CREDITS 12209500 HEALTH CLAIMS LIABILITIES 571050 12780550 X 11493499 2387195 2387195 9106304 27408 27408 9133712 7281110 0 7281110 27408 854100 881508 8162618 PART X, LINE 2: GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ACCUMULATED ELIGIBILITY CREDITS 854,100. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS SENT TO THE ORGANIZATION WHERE IT IS SENT TO THE BOARD OF TRUSTEES FOR COMMENTS AND REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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