2026-03-16T16:15:42-05:00 2025-04-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-05-01 396075836 MILWAUKEE HOTEL INDUSTRY HEALTH AND WELFARE FUND MILW 2627374937 20225 WATER TOWER BLVD BROOKFIELD WI 53045 JOAN OLSON TRUSTEE 2627374937 2026-03-16 1 1 DOUG BERTOSSI P00637990 6123764500 2026-03-16 2024 2025-03-06 01:10:19Z JOAN OLSON 633 S HAWLEY ROAD 117 BROOKFIELD WI 53214 1930558 0 X N/A X 1962 WI PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR FAMILIES. 3 3 0 4 0 0 0 0 1776576 1924421 8053 4901 3243 1236 1787872 1930558 0 0 1729821 1840281 0 0 0 0 0 92651 100703 1822472 1940984 -34600 -10426 264391 251064 18222 15321 246169 235743 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR FAMILIES. 0 0 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE MEMBERS, SPOUSES, AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 6 0 1 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X BENEFIT SERVICE GROUP 2625215700 N25 W23050 PAUL ROAD PEWAUKEE WI 53072 X X JOAN OLSON LABOR TRUSTEE 0.50 40.00 X X 0 0 0 RONALD SAN FELIPPO MANAGMENT TRUSTEE 0.50 0.00 X X 0 0 0 MARTHA HANDRICH MANAGEMENT TRUSTEE 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 1924421 1924421 1924421 4901 4901 LIQUATED DAMAGES AND I 900099 1236 1236 1236 1930558 1925657 0 4901 1840281 43050 6722 38440 7109 5382 1940984 26437 13861 226219 211120 7919 22555 3816 3528 264391 251064 18222 15321 18222 15321 X 0 0 0 0 246169 235743 246169 235743 264391 251064 -10426 0 X 0 1 X 1 0 0 X 1930558 0 1930558 0 1930558 1940984 0 1940984 0 1940984 PART X, LINE 2: THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 13, 1963, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2025 AND 2024 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND'S ADMINISTRATOR. THEY REVIEW AND APPROVE IT, THEN THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A COMPENSATION PAID BY RELATED ORGANIZATIONS AVAILABLE UPON REQUEST. CMRJB LOCAL 122 633 S HAWLEY ROAD SUITE 117 MILWAUKEE WI 53214 LABOR UNION WI 501(C) 0 MILWAUKEE CITY CENTER LLC PFISTER LLC ALADDIN FOOD SERVIES INC MOLSON COORS BEVERAGE COMPANY NOBLE-INTERSTATE MANAGEMENT GROUP LLC COMPASS GROUP USA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1