2024-11-15T10:46:26-06:00 2024-02-29 470900880 CALIBRE CPA GROUP PLLC 230 WEST MONROE ST STE310 CHICAGO IL 60606 990 2023-03-01 366076696 HEALTH AND WELFARE TRUST LOCAL NO 743 HEAL 8475191880 20 N MARTINGALE ROAD SCHAUMBURG IL 60173 DEBRA SIMMONS-PETERSON TRUSTEE 8475191880 2024-11-08 1 1 AARON PLATH P01360263 3126550037 2023 2024-10-15 13:58:12Z DEBRA SIMMONS-PETERSON 20 N MARTINGALE ROAD SCHAUMBURG IL 60173 7863076 0 X N/A X 1955 IL PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFORMED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION. 4 2 31 0 0 0 0 0 7323693 7328609 88499 152693 0 0 7412192 7481302 0 0 6860576 7521023 0 0 0 0 0 300104 285429 7160680 7806452 251512 -325150 5950570 6190104 50388 30462 5900182 6159642 PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFORMED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION. 0 0 PROVIDE HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS TO ELIGIBLE MEMBERS 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 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 31 1 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X GROUP ADMINISTRATORS LTD 8475191880 20 N MARTINGALE ROAD SCHAUMBURG IL 60173 DEBRA SIMMONS-PETERSON TRUSTEE 2.50 40.00 X 0 227082 61617 JAMES THOMAS ALTERNATE TRUSTEE 2.50 40.00 X 0 186199 63380 JOSE SILVA TRUSTEE 2.50 40.00 X 0 155371 60208 JAY SANDLER TRUSTEE 2.50 X 0 0 0 DAVID KOZIN TRUSTEE 2.50 X 0 0 0 0 568652 185205 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 7299807 7299807 PARTICIPANT CONTRIBUIT 525100 28802 28802 7328609 123967 123967 410500 381774 28726 28726 28726 7481302 7328609 0 152693 7521023 51796 31665 39196 31608 55483 43397 2390 15530 SHARED ADMINISTRATIVE E 14364 7806452 653109 250243 616464 573630 19258 86454 132307 82292 11657 10755 4501765 5167542 16010 19188 5950570 6190104 16254 5505 34134 24957 50388 30462 X 0 0 0 0 5900182 6159642 5900182 6159642 5950570 6190104 -325150 584610 0 X X 0 1 X 1 0 0 CLAIMS INCURRED BUT NOT REPORTED 22800 DUE TO RELATED PARTIES 2157 24957 X 8034304 584610 584610 7449694 31608 31608 7481302 7784744 0 7784744 31608 -9900 21708 7806452 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE PLAN AND RELATED TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR 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. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT 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 TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CURRENT BENEFIT OBLIGATIONS -9,900. 0 0 0 DEBRA SIMMONS-PETERSON TRUSTEE 0 181000 0 10475 0 35607 0 38214 0 23403 0 288699 0 0 JAMES THOMAS ALTERNATE TRUSTEE 0 143000 0 9362 0 33837 0 35874 0 27506 0 249579 0 0 JOSE SILVA TRUSTEE 0 115000 0 7645 0 32726 0 37564 0 22644 0 215579 0 0 TEAMSTERS 743 LOCAL UNION SPONSORING LABOR ORGANIZATION CONTRIBUTION SETTLEMENT X 651798 82292 0 1 1 82292 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LOCAL 743 SEVERANCE & RETIREMENT PLAN 4620 SOUTH TRIPP AVE CHICAGO IL 60632 366523353 EMPLOYEE BENEFIT PLAN 501(A) N/A 0 TEAMSTERS UNION LOCAL 743 4620 SOUTH TRIPP AVE CHICAGO IL 60632 361757834 LABOR UNION 501(C)(5) N/A 0 ALTA REHAB AT OAK BROOK AVANTARA LINCOLN PARK BAGCRAFT PAPERCONNOVOLEX BELL HAVEN NURSING HOME BLACK SWAN CHARTWELLS CHICAGO RIDGE NURSING CON GLOBAL INDUSTRIES COUNTRYSIDE NURSING HOME DECARDY DIECASTING DECORATORS SUPPLY CO IMPERIAL ZINC LANDMARK OF RICHTON PARK LAUREATE CHICAGO OPERATIONS LAUREATE CRESTWOOD OPERATIONS LAUREATE FRANKFORT OPERATIONS LAUREATE JOLIET OPERATIONS METRO FACILITY SOLUTIONS MIDWAY NEUROLOGY AND REHAB CENTER NEXT LEVEL HOSPITALITY SERVICES PEER CHAIN PREVUE PET YONA SOLUTIONS 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 TEAMSTERS LOCAL UNION NO 743 D 55418 PRINCIPAL AND INT. RECEIVED TEAMSTERS LOCAL UNION NO 743 P 14364 SHARED ADMINISTRATIVE EXPENSES