2025-11-06T15:13:01-06:00 2024-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2024-01-01 436058032 OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST OPER 3148651300 11000 LIN VALLE DRIVE ST LOUIS MO 63123 DAVE BAHR TRUSTEE 3148651300 2025-10-27 1 0 STEPHANIE H JONES P01649363 3146555500 2024 2025-03-06 01:10:19Z DAVE BAHR 11000 LIN VALLE DRIVE ST LOUIS MO 63123 2800224 0 X HTTPS://LOCAL148.COM/HEALTH-WELFARE/ X 1956 MO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 4 0 2 0 0 0 0 0 2772357 2630676 105560 169348 0 200 2877917 2800224 0 0 2134409 2562548 2959 1290 0 0 0 253126 320061 2390494 2883899 487423 -83675 5604661 5765800 10917 10690 5593744 5755110 NONE 0 0 THE PLAN PROVIDES MEDICAL, PHARMACY, VISION, LIFE AND SHORT TERMDISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVE BAHR 3148651300 11000 LIN VALLE DRIVE ST LOUIS MO 63123 X KEITH LINDERER UNION TRUSTEE 1.00 X 0 0 0 JAMES ROWDEN EMPLOYER TRUSTEE 1.00 X 0 0 0 KATHY BOWLIN EMPLOYER TRUSTEE 1.00 X 0 0 0 DAVE BAHR UNION TRUSTEE 1.00 X 0 0 0 STEVE NORRRIS EXITING TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 2606700 2606700 PARTICIPANT CONTRIBUTI 525100 23976 23976 2630676 169348 169348 OTHER INCOME 525100 200 200 200 2800224 2630676 0 169548 2562548 1290 118866 11635 36969 4699 36477 4513 13008 5220 4580 25040 NETWORK ACCESS 54554 DEDUCTIBLE REIMBURSEMEN 2125 ACA FEE 1707 MISCELLANEOUS 450 218 2883899 73350 72650 334028 462997 415362 5068314 4943760 5604661 5765800 10917 10690 10917 10690 X 0 0 0 0 5593744 5755110 5593744 5755110 5604661 5765800 -83675 245041 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 10690 10690 X 3040566 245041 245041 2795525 4699 4699 2800224 2879200 0 2879200 4699 4699 2883899 PART X, LINE 2: IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED 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 THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DOL GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. 0 0 0 PART 1 LINE 3 RELATED ORGANIZATION REQUIRES APPROVAL BY THE RELATED ORGANIZATION'S EXECUTIVE BOARD FOR COMPENSATION. FORM 990, PART VI, SECTION A, LINE 7A THE TRUST IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF FOUR TRUSTEES. TWO TRUSTEES ARE APPOINTED BY THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 148 AND TWO TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE TRUSTEES FOR REVIEW. IF ANY OF THE TRUSTEES HAVE COMMENTS OR QUESTIONS, THEY ARE ADDRESSED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST EACH YEAR. ANY INTERESTED PERSON WITH OBJECTIVE EVIDENCE THAT A TRUSTEE MAY HAVE VIOLATED ANY OF THE PROVISIONS OF THE POLICY CAN REPORT SUCH POSSIBLE VIOLATION TO THE BOARD OF TRUSTEES IN WRITING. THE BOARD OF TRUSTEES WILL INVESTIGATE AND DETERMINE THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR THE SELECTION, OVERSIGHT AND RETENTION OF THE OUTSIDE ACCOUNTING FIRM. BRANDONVIEW LLC CONTRIBUTING EMPLOYER IL 0 COOL AIR DISTRIBUTING CONTRIBUTING EMPLOYER MO 0 DEKA CORPORATION CONTRIBUTING EMPLOYER MO 0 DOLL SERVICES CONTRIBUTING EMPLOYER MO 0 GALMICHE & SONS HEATING CONTRIBUTING EMPLOYER MO 0 INTEGRATED FACILITY SERVICES CONTRIBUTING EMPLOYER MO 0 JONES LANG LA SALLE AMERICAS INC CONTRIBUTING EMPLOYER IL 0 LEGACY SERVICE AND SUPPLY LLC CONTRIBUTING EMPLOYER MO 0 LOCAL 148 OFFICE CONTRIBUTING EMPLOYER MO 0 MIDWEST REFRIGERATION CONTRIBUTING EMPLOYER MO 0 OMNI REFRIGERATION SERV CONTRIBUTING EMPLOYER MO 0 PROFESSIONAL BUS PROVIDERS INC CONTRIBUTING EMPLOYER MO 0 WOODARD & CURRAN CONTRIBUTING EMPLOYER MO 0 CUSHMAN & WAKEFIELD CONTRIBUTING EMPLOYER MO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0