2024-03-28T14:22:50-05:00 2023-06-30 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2022-07-01 363204740 MACHINERY MOVERS RIGGERS & MACH ERECT LOCAL 136 HEALTH & WELFARE FUND MACH 6304720626 625 ENTERPRISE DR OAK BROOK IL 605238813 ROBERT J FULTON TRUSTEE 6304720626 2024-03-28 1 ROBERT FULTON 999009999 0 AARON PLATH P01360263 3126550037 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT J FULTON 625 ENTERPRISE DR OAK BROOK IL 605238813 5136297 0 X N/A X 1973 IL TO PROVIDE HEALTH AND DISABILITY BENEFITS. 8 7 4 0 0 0 0 0 2142167 2895722 118942 27445 0 0 2261109 2923167 0 0 2068988 2205779 0 0 0 0 0 242923 289967 2311911 2495746 -50802 427421 4671259 5684227 2583368 3032837 2087891 2651390 X TO PROVIDE HEALTH AND DISABILITY BENEFITS. 0 0 TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 3 0 1 4 1 0 0 0 0 0 0 0 0 X 8 7 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHRIS KRZYSKO AT BENEFITS MGMT GROUP 6304720626 625 ENTERPRISE DRIVE OAK BROOK IL 60523 RANDY OLSON TRUSTEE 3.00 X 0 0 0 ROBERT J FULTON TRUSTEE 3.00 50.00 X 0 160975 133721 WILLIAM JOYCE TRUSTEE 3.00 X 0 0 0 VERNON STOUB TRUSTEE 3.00 X 0 0 0 MIKE GIBAS TRUSTEE 3.00 X 0 0 0 ROBERT F FULTON TRUSTEE 3.00 1.00 X 0 0 0 JOHN STONE TRUSTEE 3.00 1.00 X 0 0 0 KEVIN FONTANA TRUSTEE 3.00 1.00 X 0 0 0 0 160975 133721 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2807100 2807100 EMPLOYEE CONTRIBUTIONS 900099 88622 88622 2895722 107040 107040 2133535 2213130 -79595 -79595 -79595 2923167 2895722 0 27445 2205779 95100 7505 26036 21323 117250 15105 7289 ACA FEES 359 2495746 209233 737169 20705 23011 158406 195483 4658 122167 18119 105105 104048 4153358 4286640 24452 333218 4671259 5684227 1496 3831 2581872 3029006 2583368 3032837 X 0 0 0 0 2087891 2651390 2087891 2651390 4671259 5684227 427421 136078 0 X X 0 1 X 1 0 122167 18119 104048 104048 ACCRUED INTEREST RECEIVABLE 24149 STOP LOSS REIMBURSEMENT DUE 309069 333218 EST LIAB FOR CLAIMS INCURRED BUT UNPAID 162901 ACCUM ELIG CREDITS AND HOURS BANK 1876800 ACCUM BALANCE IN PART HRA ACCOUNTS 989305 3029006 X 3037922 136078 136078 2901844 21323 21323 2923167 2027289 0 2027289 21323 447134 468457 2495746 PART X, LINE 2: AS OF JUNE 30, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILTY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR TAX PERIOD IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT UNPAID -3,182. CHANGE IN ACCUM ELIGIBLITY CREDITS/HOURS BK 343,660. CHANGE IN ACCUM BAL IN HRA ACCOUNTS 106,656. 0 0 0 ROBERT J FULTON TRUSTEE 0 159136 0 0 0 1839 0 108941 0 24780 0 294696 0 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT F. FULTON IS THE SON OF ROBERT J. FULTON. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - BENEFITS MANAGEMENT GROUP IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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