2024-03-15T10:04:58-05:00 2023-04-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 61108 990 2022-05-01 204871642 NORTHERN ILLINOIS WELFARE FUND NORT 8153160645 6815 WEAVER ROAD ROCKFORD IL 61114 ROCKY RAIKES TRUSTEE 8153160645 2024-02-02 1 ROCKY RAIKES 999009999 1 STEVE JORDAN CPA P01257129 8153997700 2024-02-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROCKY RAIKES 6815 WEAVER ROAD ROCKFORD IL 61114 1817681 0 X N/A X 2006 IL HEALTH & WELFARE BENEFITS 10 10 0 10 0 0 0 0 1683951 1757962 35374 59719 0 0 1719325 1817681 0 0 1184154 1330278 0 0 0 0 0 65709 70767 1249863 1401045 469462 416636 3183047 3572845 0 0 3183047 3572845 HEALTH & WELFARE BENEFITS 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO ALL CURRENT EMPLOYEES AND RETIREES OF THE PARTICIPATING LOCALS AND THEIR ELIGIBLE DEPENDENTS COVERED UNDER THE PLAN. 2,404 PARTICIPANTS AT YEAR END. 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES WRIGHT 8153125760 6815 WEAVER RD ROCKFORD IL 61114 X DAVID ANSPAUGH TRUSTEE 2.00 X 0 0 0 KEN DIEHL TRUSTEE 2.00 X 0 0 0 LUCKY FORTUNATO TRUSTEE 2.00 X 0 0 0 CHRIS KIME TRUSTEE 2.00 X 0 0 0 JAMIE LAWSON TRUSTEE 2.00 X 0 0 0 VICTOR MANCILLA TRUSTEE 2.00 X 0 0 0 ROCKY RAIKES TRUSTEE 2.00 X 0 0 0 MIKE SMITH TRUSTEE 2.00 X 0 0 0 GLEN TURPOFF TRUSTEE 2.00 X 0 0 0 MIKE TUTHILL TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 UNION CONTRIBUTIONS 525100 1757962 1757962 1757962 59719 59719 1817681 1757962 0 59719 1330278 1546 15400 11500 ADMINISTRATIVE EXPENSE 42321 1401045 1397299 1842388 200000 205000 37131 66259 125697 138324 1421883 1320863 1037 11 3183047 3572845 0 0 X 1636144 1636144 0 0 1546903 1936701 3183047 3572845 3183047 3572845 416636 -26838 0 X 0 1 X 1 0 0 ASSET BACKED SECURITIES 3319 F EQUITY INVESTMENTS 11418 F UNIT INVESTMENT TRUSTS 25244 F GUARANTEED INVESTMENT CONTRACT 427053 F EXCHANGE TRADED FUNDS 853829 F 1320863 X 1790843 -26838 -26838 1817681 0 1817681 1401045 0 1401045 0 1401045 PART X, LINE 2: THE IRS HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED FEBRUARY 22, 2007, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. GAAP REQUIRES 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 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. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF CONTRIBUTION UNION LOCALS ARE PARTICIPANTS IN THE FUND. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE UNION LOCALS ELECT TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS A COPY OF THE RETURN PRIOR TO SIGNING. EACH TRUSTEE APPROVES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE TRUSTEES AND REVIEWED BY ALL TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.