2024-04-10T12:32:43-05:00 2023-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 8002724248 625 ENTERPRISE DRIVE OAK BROOK IL 60523 CHARLIE FALKNER SECRETARY/TREASURER 8002724248 2024-04-09 1 CHARLIE FALKNER 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2024-04-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLIE FALKNER 625 ENTERPRISE DRIVE OAK BROOK IL 60523 23975529 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 4 40 6 0 0 0 0 15265572 16617300 5090613 2165271 0 0 20356185 18782571 0 0 14270707 18156814 0 0 0 0 0 1969094 2485417 16239801 20642231 4116384 -1859660 49277727 47199363 1356683 2468210 47921044 44731153 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 48 0 40 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT MANAGEMENT GROUP INC 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 MIKE HENKE CHAIRMAN 0.25 X X 0 0 0 ANTHONY MAYRHOFER THRU 0314 SECRETARY/TREASURER 1.00 50.00 X X 0 119223 104807 CHARLIE FALKNER FROM 0314 SECRETARY/TREASURER 1.00 50.00 X X 0 6930 0 TIM ROMAN TRUSTEE 1.00 45.00 X 0 105678 94082 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 105048 94082 BRAD CYGANEK THRU 0314 TRUSTEE 0.25 X 0 0 0 MARC LAURET TRUSTEE 0.25 X 0 0 0 PETE KLOSTERMAN TRUSTEE 0.25 X 0 0 0 JOHN NESSE THRU 0628 TRUSTEE 0.25 X 0 0 0 JOHN RAUCH FROM 0314 TRUSTEE 0.25 X 0 3262 1695 MATT MARCELLIS FROM 0628 TRUSTEE 0.25 X 0 0 0 0 340141 294666 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 1520 KENSINGTON RAOD STE 200 OAK BROOK IL 60523 ADMINISTRATION 440729 1 EMPLOYERS' CONTRIB. NET 230000 13648806 13648806 SELF-PAYMENT CONTRIB. 230000 2968494 2968494 16617300 1006362 1006362 6351867 5192958 1158909 1158909 1158909 18782571 16617300 0 2165271 18156814 421086 79471 26885 37609 127574 50090 518 12096 FUTURE BENEFIT PROGRAM 943632 COST CONTAINMENT EXPENS 489781 STOP-LOSS PREMIUMS 185057 LIFE, ACCIDENTAL DEATH 75473 36145 20642231 1524774 3376641 2377942 478556 1495616 1517430 13636 51646 34293147 30550870 9572612 11224220 49277727 47199363 62311 136481 1294372 2331729 1356683 2468210 X 0 0 0 0 47921044 44731153 47921044 44731153 49277727 47199363 -1859660 -1425379 95148 0 X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 11224220 F 11224220 BENEFIT PROGRAM COSTS 708229 CLAIMS PAYABLE 1623500 2331729 X 17319583 -1425379 -1425379 18744962 37609 37609 18782571 19780622 0 19780622 37609 824000 861609 20642231 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRE 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO BENEFITS PAYABLE 824,000. 0 0 0 ANTHONY MAYRHOFER THRU 0314 SECRETARY/TREASURER 0 117918 0 0 0 1305 0 74608 0 30199 0 224030 0 0 TIM ROMAN TRUSTEE 0 105048 0 0 0 630 0 66903 0 27179 0 199760 0 0 BRIAN MCCAMBRIDGE TRUSTEE 0 105048 0 0 0 0 0 66903 0 27179 0 199130 0 0 PART I, LINE 3 THE RELATED ORGANIZATOIN'S OFFICERS' WAGES ARE SET IN THE LOCALS BYLAWS BASED ON A SET NUMBER OF HOURS FOR THE GENERAL FOREMAN AND SALARIES INCREASE WITH THE WAGE SCALE. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 390855190 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY IRON WORKERS LOCAL 8 DEFENSE FUND MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL JOINT APPR & TRAINING FUND ZIRON WORKERS 8 DEFENSE FUND RIDGWAY LLC AGM ERECTING LLC IRONWORX LLC KRAEMER NORTH AMERICA LLC MEDICAL SUPPORT SYSTEMS LLC HARRIS REBAR PLACING LLC KOKOSING ALBERICI LLC A LINDBERG & SONS INC A & A ERECTING COMPANY INC AREA ERECTORS INC ARS CONTRACTING INC AZCO INC B & D CONTRACTORS INC BADGERLAND METAL BUILDING ERECTORS BANE NELSON INC BARNHART CRANE & RIGGING CO BEE STEEL INC BESON & HOULE LLC BEST ERECTORS INC C R MEYER & SONS COMPANY CALLOWAY ARCHITECTURAL SALVAGE CAPITAL STEEL ERECTORS INC CD SMITH CONSTRUCTION INC CHILSTROM ERECTING COMPANY CHOCOLAY IRONWORKS CLOSNER CONSTRUCTION & SALE CONSTRUCTION SUPPLY & ERECTION COXSEE BUILDERS DERR & GRUENEWALD CONST DOBSON INDUSTRIAL INC DORAL CORP DUBURG IRON WORKS INC DUWE METAL PRODCUTS INC FA INDUSTRIAL SERVICES INC GUNDLACH CHAMPION INC HENNES SERVICES CO HI BOOM ERECTING INDUSTRIAL CONST SPECIALIST INTERSTATE ERECTING INC J H FINDORFF & SON INC J R JENSEN CONSTRUCTION JM STEEL INC JP CULLEN & SONS INC LAKEHEAD CONSTRUCTORS INC MARSHALL HANES STEEL ERECTORS MAYO STEEL ERECTORS METCON BUILDING SYSTEMS INC MIDWEST STAIRS & IRON INC MIRON CONSTRUCTION CO INC M-JTJ CONTRACTORS & BUILDERS MKE IRON ERECTORS INC NATIONAL MACHINERY & CONVEYOR NUSTRUCTURES INC P & P ARTEC INC PAULY JAIL BUILDING CO INC PERMASTEELISA CLADDING TECH LTD PRIME INDUSTRIAL CONTRACTORS PW WALSH & CO QUICKFAB WELDING & ERECTING RED CEDAR STEEL ERECTORS REGER COMPANIES INC REYNOLDS RIGGING & CRANE REYNOLDS TRANSFER & STORAGE RLS STRUCTURAL STEEL CONTRACTOR ROY NESS CONTRACTING & SALES SCHMIDT STEEL INC SPE INC STRONGHOLD INDUSTRIES INC SULLIVAN DESIGN BUILDING THE BOLDT COMPANY URBANSKI BUILDERS INC USA HOIST CORPORATION VMI WAUKESHA CRANE WHITE CONSTRUCTION WISCONSIN REBAR INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THEY ARE: ADVANCE STEEL ERECTION INC, APEX COMMERCIAL CONSTRUCTION, BAKE'S STEEL ERECTORS, C&D RIGGING, INC., CALIFORNIA FIELD IRONWORKERS, EDWARDS MOVING & RIGGING, INC., FIVE STAR REBAR LLC, HAMON-CUSTODIS, INC., INTERMOUNTAIN IRON WORKERS, IOWA IRON WORKERS HEAVY HWY, IRON WORKERS DC OF NEW ENGLAND, IRONWORKERS LOCAL 001, IRON WORKERS LOCAL 005, IRON WORKERS LOCAL 025, IRON WORKERS LOCAL 17, IRON WORKERS 067, IRON WORKERS LOCAL 383, IRON WORKERS LOCAL 395, IRON WORKERS 549/550, IRON WORKERS LOCAL 55, IRON WORKERS' MID-AMERICA SMA, IRON WORKERS TRI-STATE WELFARE FUND, IW DC OF SOUTHERN OH, IW LOCAL 15&424, IW OF TN VALLEY, IW OF ST LOUIS DC, JACKSON FIELD WELDING SERVICE INC., M.A. MORTENSON COMPANY, MO-KAN IRON WORKERS, NORTHWEST IRON WORKERS, REFLECTION WINDOW + WALL, SARENS NUCLEAR & IND SVCS, SOUTHEASTERN IW HEALTH CARE PLAN, STEVENSON CRAND RIGGING HEAVY HAUL, STRESCORE INC., TEXAS IRONWORKERS, TEXAS IW HEALTH BENEFIT FUND, THE SCHAEFER GROUP INC., TWIN CITIES IRON WORKERS LOCAL 512, US ERECTORS, INC., WISCONSIN SHEET METAL WORKERS.