2024-08-26T08:48:06-05:00 2024-02-29 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD STE 103 SCHERERVILLE IN 46375 990 2023-03-01 350940329 BRICKLAYERS UNION LOCAL NO 6 OF INDIANA WELFARE FUND INDI 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 ROBERT PUZA FUND MANAGER 2197693376 2024-08-26 1 0 DAVID ZABRECKY P01460569 2198361065 2024-08-26 2023 2024-08-08 14:25:15Z ROBERT PUZA 7985 MARSHALL STREET MERRILLVILLE IN 46410 8504861 0 X N/A X 1954 IN TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 12 10 6 0 0 0 0 0 4128671 4421500 176639 359959 0 0 4305310 4781459 0 0 3354020 4807346 185118 194074 0 0 0 225772 255706 3764910 5257126 540400 -475667 11318815 11385124 105185 123401 11213630 11261723 HEALTH BENEFIT FUND. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 2 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X ROBERT PUZA 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 ANTHONY ARENS TRUSTEE 1.00 1.00 X 0 0 0 PATRICK CLARK TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY COLVIN TRUSTEE 1.00 1.00 X 0 0 0 CHRIS DOOLIN TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY CAVINDER TRUSTEE 1.00 40.00 X 0 91894 54855 ROBERT ZEMAITIS TRUSTEE 1.00 1.00 X 0 0 0 TIM WHITE TRUSTEE 1.00 1.00 X 0 0 0 JASON BARNARD TRUSTEE 1.00 1.00 X 0 0 0 TIM KAPITAN TRUSTEE 1.00 1.00 X 0 0 0 DONALD SUMMAR TRUSTEE 1.00 1.00 X 0 97886 81332 TODD ADAMS TRUSTEE - NEW 1.00 1.00 X 0 0 0 MICHAEL PATTERSON TRUSTEE - NEW 1.00 1.00 X 0 0 0 ROBERT PUZA FUND MANAGER 20.00 20.00 X 0 86198 56905 0 275978 193092 0 0 1 0 ANTHEM 220 VIRGINIA AVE INDIANAPOLIS IN 46204 PPO NETWORK PROVIDER 154804 1 EMPLOYER CONTRIBUTIONS 900099 4313340 4313340 PARTICIPANT/RETIREE CONTRIBUTIONS 900099 108160 108160 4421500 310767 310767 3772594 3723402 49192 49192 49192 4781459 4421500 0 359959 4807346 72163 56847 35905 21000 8159 37433 55160 9000 76070 11621 25886 8456 8210 1458 14846 CONTRIBUTION PROCESSING 6338 FEES MANDATED BY ACA 1228 5257126 271300 143847 126898 5360 474508 662004 19488 19866 22819 18937 5340 3882 9454305 9718671 966976 831494 11318815 11385124 95131 109210 9158 12463 896 1728 105185 123401 X 0 0 0 0 11213630 11261723 11213630 11261723 11318815 11385124 -475667 523760 0 X 0 1 X 1 0 22819 18937 3882 3882 LIMITED PARTNERSHIP 831494 F 831494 DUE TO RELATED PENSION FUND 1728 1728 X 5296219 523760 523760 4772459 9000 9000 4781459 5248126 0 5248126 9000 9000 5257126 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 TAKEN 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 DONALD SUMMAR TRUSTEE 0 97886 0 0 0 0 0 59662 0 21670 0 179218 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN HAS A CONFLICT OF INTEREST POLICY TO HELP ENSURE THAT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AND ADDRESSED ON A TIMELY BASIS. IT IS THE DUTY OF THE FUND TRUSTEES AND EMPLOYEES TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS. IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT, THE PARTY-IN-INTEREST (OR ANY INTERESTED PARTY) WILL IMMEDIATELY DISCLOSE TO THE BOARD OF TRUSTEES THE EXISTENCE OF SUCH CONFLICT WITH DETAILED AND SPECIFIC FACTS. UPON DISCLOSURE, THE BOARD OF TRUSTEES WILL MEET FOR DISCUSSION AND A LEGAL OPINION IS SOUGHT WHETHER THERE IS, IN FACT, A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PAGE 1, LINE 5 AND PAGE 10 LINES 5 AND 7 THIS ENTITY SHARES EMPLOYEES WITH BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION FUND. THE PAYROLL TAX FILINGS AND FORMS W-2 FOR THESE WAGES ARE FILED BY THE PENSION FUND. THE WELFARE FUND'S SHARE OF SALARY EXPENSE FOR THESE EMPLOYEES APPEAR ON PAGE 10. THE NUMBER OF PARTICIPANTS REPORTED ON W-3 FOR PART V QUESTION 2A REPRESENTS THE NUMBER OF PARTICIPANTS WHO RECEIVED THIRD PARTY SICK PAY FROM THIS FUND DURING THE YEAR. BRICKLAYERS UNION LOCAL NO6 OF INDIANA PENSION FUND 7985 MARSHALL STREET MERRILLVILLE IN 46410 516113680 PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A) N/A 0 BAC LOCAL 4 INKY 8455 MOLLER ROAD INDIANAPOLIS IN 46268 351938121 LABOR UNION IN 501(C)(5) N/A 0 BAC LOCAL 4 INKY APPRENTICE AND TRAINING PROGRAM CONTRIBUTING EMPLOYER 0 BAC FLORIDA CONTRIBUTING EMPLOYER 0 BAC 1 MINNESOTA CONTRIBUTING EMPLOYER 0 BAC 1 OREGON CONTRIBUTING EMPLOYER 0 BAC 11 INDIANA-LAFAYETTE CONTRIBUTING EMPLOYER 0 BAC 13 WISCONSIN CONTRIBUTING EMPLOYER 0 BAC 18 INDIANA - SOUTH BEND CONTRIBUTING EMPLOYER 0 BAC18 OHIO CONTRIBUTING EMPLOYER 0 BAC 2 INDIANA - FORT WAYNE CONTRIBUTING EMPLOYER 0 BAC 21 ILLINOIS CONTRIBUTING EMPLOYER 0 BAC 3 INIDANA-INDIANAPOLIS CONTRIBUTING EMPLOYER 0 BAC 4 NEW JERSEY CONTRIBUTING EMPLOYER 0 BAC 5 INDIANA-TERRE HAUTE CONTRIBUTING EMPLOYER 0 BAC 5 OHIO CONTRIBUTING EMPLOYER 0 BAC 52 ILLINOIS TUCKPOINTERS CONTRIBUTING EMPLOYER 0 BAC 7 TEXAS CONTRIBUTING EMPLOYER 0 BAC 8 SOUTHEAST CONTRIBUTING EMPLOYER 0 BAC 9 PENNSYLVANIA CONTRIBUTING EMPLOYER 0 BAC CERAMIC TILE 67 ILLINOIS CONTRIBUTING EMPLOYER 0 A-1 GROUP LTD CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 ACTION CAULKING & SEALANTS CONTRIBUTING EMPLOYER 0 ADAMS MASONRY INC CONTRIBUTING EMPLOYER 0 ADVANTAGE INDUSTRIAL SYSTEMS CONTRIBUTING EMPLOYER 0 ALLSTATES REFRACTORY CONTRACTORS CONTRIBUTING EMPLOYER 0 AMEX NOOTER LLC CONTRIBUTING EMPLOYER 0 AMICI TERRAZZO LLC CONTRIBUTING EMPLOYER 0 ART MOSAIC & TILE CONTRIBUTING EMPLOYER 0 BARTON MALOW CONTRIBUTING EMPLOYER 0 BASIC BROTHERS INC CONTRIBUTING EMPLOYER 0 BELDON INTERIORS INC CONTRIBUTING EMPLOYER 0 BERGLUND CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 BEST BRICK WASHING INC CONTRIBUTING EMPLOYER 0 BISCO REFRACTORIES CONTRIBUTING EMPLOYER 0 BRUNO'S TUCKPOINTING INC CONTRIBUTING EMPLOYER 0 CCI FLOORING INC CONTRIBUTING EMPLOYER 0 COBA TILE CONTRIBUTING EMPLOYER 0 COLVIN MASONRY INC CONTRIBUTING EMPLOYER 0 CREATIVE ERECTORS-NPA CONTRIBUTING EMPLOYER 0 CUSTOM MASONRY RESTORATION CONTRIBUTING EMPLOYER 0 DESCO FLOOR SYSTEMS CONTRIBUTING EMPLOYER 0 DOUGLAS FLOOR COVERING INC CONTRIBUTING EMPLOYER 0 EBBEN MASONRY INC CONTRIBUTING EMPLOYER 0 EMPIRE REFRACTORY SERVICES-IN CONTRIBUTING EMPLOYER 0 FABCON INC CONTRIBUTING EMPLOYER 0 FIVE STAR FLOORING CONTRIBUTING EMPLOYER 0 FIVE STAR TILE INC CONTRIBUTING EMPLOYER 0 FLUOR CONSTRUCTORS-REFRACTORY CONTRIBUTING EMPLOYER 0 FOSBEL INC CONTRIBUTING EMPLOYER 0 G & S TILE PROS CONTRIBUTING EMPLOYER 0 GARIUP CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 GLASROCK PRODUCTS INC CONTRIBUTING EMPLOYER 0 GOUGH INC CONTRIBUTING EMPLOYER 0 HALYARD CORPORATION CONTRIBUTING EMPLOYER 0 HANKS MASONRY (J) CONTRIBUTING EMPLOYER 0 HARBISON-WALKER REFRACTORIES CONTRIBUTING EMPLOYER 0 HAYES COMMERCIAL LLC CONTRIBUTING EMPLOYER 0 HOOSIER BROTHERS INC CONTRIBUTING EMPLOYER 0 ICC COMMONWEALTH CORP CONTRIBUTING EMPLOYER 0 INTEGRAL FLOORING SYSTEMS INC CONTRIBUTING EMPLOYER 0 IWANSKI-PYZIK MASONRY AND BUILDERS INC CONTRIBUTING EMPLOYER 0 J & E DUFF INC CONTRIBUTING EMPLOYER 0 JW SEALANTS CONTRIBUTING EMPLOYER 0 KAUFMANN-GALLAGHER CORP CONTRIBUTING EMPLOYER 0 KINGSTON TILE COMPANY LTD CONTRIBUTING EMPLOYER 0 KNIOLA'S INDUSTRIAL SERVICE CONTRIBUTING EMPLOYER 0 KORELLIS ROOFING INC CONTRIBUTING EMPLOYER 0 KORSGARD CO (CE) CONTRIBUTING EMPLOYER 0 KRAWN CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 KWIATKOWSKI MASONRY INC CONTRIBUTING EMPLOYER 0 LAKEWOOD DESIGNBUILD INC CONTRIBUTING EMPLOYER 0 LARMCO COMPANY INC CONTRIBUTING EMPLOYER 0 LARSON-DANIELSON CONSTRUCTION CONTRIBUTING EMPLOYER 0 LEIDAL & HART MASON CONTRACTORS INC CONTRIBUTING EMPLOYER 0 LOZICH MASONRY CONTRIBUTING EMPLOYER 0 MARK 1 RESTORATION COMPANY CONTRIBUTING EMPLOYER 0 MASTER TILE CONTRIBUTING EMPLOYER 0 MIDLAND ENGINEERING CONTRIBUTING EMPLOYER 0 MIDWEST REFRACTORY INSTALLATION CONTRIBUTING EMPLOYER 0 MIDWEST TERRAZZO INC CONTRIBUTING EMPLOYER 0 MIDWEST TILE & INTERIORS CONTRIBUTING EMPLOYER 0 MJH INTERIORS INC CONTRIBUTING EMPLOYER 0 MORRISON CONSTR CONTRIBUTING EMPLOYER 0 MTM CONSTRUCTION RESTORATION LLC CONTRIBUTING EMPLOYER 0 MVP ERECTORS - NPA CONTRIBUTING EMPLOYER 0 ONEX CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 OTTO BAUM COMPANY INC CONTRIBUTING EMPLOYER 0 PAUL'S CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PHILLIPS BRICK CLEANING CONTRIBUTING EMPLOYER 0 PLAHTARIC MASONRY INC CONTRIBUTING EMPLOYER 0 RAM CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 RAMCORP INC CONTRIBUTING EMPLOYER 0 REFTECH INT'L (REFRACTORY) CONTRIBUTING EMPLOYER 0 REGIONAL CAULKING & TUCKPOINTING CONTRIBUTING EMPLOYER 0 REIDAL & HART MASON CONTRACTORS INC CONTRIBUTING EMPLOYER 0 RESTOREWORKS CONTRIBUTING EMPLOYER 0 ROGER & SONS CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 RV BUILDERS CONTRIBUTING EMPLOYER 0 SOUTHWEST REFRACTORY OF TX CONTRIBUTING EMPLOYER 0 SSSI INC CONTRIBUTING EMPLOYER 0 T & K MASONRY INC CONTRIBUTING EMPLOYER 0 THE NEW GROUP FKA LACY CONSTR GROUP CONTRIBUTING EMPLOYER 0 THORPE AND SON (JT) CONTRIBUTING EMPLOYER 0 TITAN MASONRY ENTERPRISES CONTRIBUTING EMPLOYER 0 TOTAL MILL SERVICES INC-NRA CONTRIBUTING EMPLOYER 0 UNLIMITED MASONRY CONTRIBUTING EMPLOYER 0 ZIOLKOWSKI CONSTRUCTION CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0