2024-11-26T13:26:25-06:00 2024-04-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2023-05-01 371023648 RAILROAD MAINTENANCE & INDUSTRIAL HEALTH & WELFARE FUND RAIL 2177872923 2725 WEST MONROE STREET SPRINGFIELD IL 62704 DORA CRENSHAW PLAN ADMINISTRATOR 2177872923 2024-11-26 1 0 KRISTIN ROMOLO CPA P01273379 3096822001 2024-11-22 2023 2024-10-15 13:58:12Z DORA CRENSHAW 2725 WEST MONROE STREET SPRINGFIELD IL 62704 26439608 0 X N/A X 1977 IL HEALTH & WELFARE PLAN 8 8 6 0 0 0 0 0 23446530 24832593 783613 1387685 52799 219330 24282942 26439608 0 0 16257703 15926572 672817 723074 0 0 0 608885 566512 17539405 17216158 6743537 9223450 35337410 45125908 1806332 1721604 33531078 43404304 TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS. 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 1 564 0 6 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 1 0 X DORA CRENSHAW 2177872923 2725 WEST MONROE STREET SPRINGFIELD IL 62704 JAMES J DALOISIO SEC/TREAS 1.00 X X 0 0 0 DAVID A FAGAN TRUSTEE 1.00 X 0 0 0 MARK A BROWN TRUSTEE 1.00 X 0 0 0 STEVEN M CISCO TRUSTEE 1.00 X 0 0 0 MATTHEW E SMITH TRUSTEE 1.00 X 0 0 0 LINDA LAURELLO TRUSTEE 1.00 X 0 0 0 BILL MORREN TRUSTEE 1.00 X 0 0 0 DAVID FRYE CHAIRMAN 1.00 X X 0 0 0 DORA L CRENSHAW EXEC ADMINISTRATOR 40.00 X 151585 0 87406 151585 0 87406 1 0 1 0 CAVANAGH & O'HARA 2319 W JEFFERSON STREET SPRINGFIELD IL 62702 LEGAL SERVICES 119329 1 EMPLOYER CONTRIBUTIONS 900099 24656888 24656888 EMPLOYEE CONTRIBUTIONS 900099 175705 175705 24832593 1387685 1387685 TRANSITIONAL REINSURANCE LAWSUIT 900099 159930 159930 SERVICE FEES 900099 45313 45313 REIMBURSED EXPENSES 900099 7968 7968 6119 6119 219330 26439608 25051923 0 1387685 15926572 244597 248342 96160 102400 31575 60981 59738 37962 54403 105281 51812 48452 28477 25933 20655 MIDWEST REGION HEALTH & 62844 PCORI FEE 7804 RAILROAD FUND COORDINAT 2170 17216158 4444708 13422650 1868878 2025120 20420 60143 1038170 585744 472794 452426 21962554 23717162 4441656 4165473 2126400 1282934 35337410 45125908 270557 159806 258201 278339 1277574 1283459 1806332 1721604 X 33531078 43404304 33531078 43404304 35337410 45125908 9223450 649776 0 X 0 1 X 1 0 815787 370111 445676 0 222383 215633 6750 0 452426 POOLED SEPERATE ACCOUNT 1695071 F COMMINGLED FUNDS 2470402 F 4165473 CLAIMS INCURRED BUT NOT REPORTED 1200000 DUE TO OTHER FUNDS 83459 1283459 X 27051422 649776 649776 26401646 37962 37962 26439608 17178196 0 17178196 37962 37962 17216158 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED APRIL 28, 1978, AND THE PLAN'S BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 0 0 0 DORA L CRENSHAW EXEC ADMINISTRATOR 151585 0 0 0 0 0 68734 0 18672 0 238991 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND AUDITOR PREPARES THE FORM 990. THE PLAN ADMINISTRATOR REVIEWS THE FORM AND THEN SIGNS THE FORM 8879-TE AND SENDS BACK TO THE AUDITOR. THE AUDITOR THEN ELECTRONICALLY FILES THE RETURN. FORM 990, PART VI, SECTION B, LINE 15B THE FUNDS CONSULTANT REVIEWS ALL SALARIES AND COMPARES TO OTHERS IN THE SAME INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST RAILROAD TRAINING & EDUCATION FUND 2201 EASTLAND DRIVE SUITE 4 BLOOMINGTON IL 61704 371137511 TRAINING FUND IL 501(C)(5) N/A 0 RAILROAD COOPERATION & EDUCATION TRUST 1 N OLD STATE CAPITOL PLAZA SPRINGFIELD IL 62701 371383839 LECET FUND IL 501(C)(5) N/A 0 BOARD OF TRUSTEES SEE PART VII FOR LISTING 1ST CHOICE LAWN AAA SILT FENCING ACV ENVIRO INC ALFONSI RR CONSTRUCTION ALLEN'S TOTAL LANDSCAPING ALLIED LANDSCAPING CORP ALLTRACK INC AMERICAN LANDSCAPING INC AMTRAC OHIO LLC ANDREW MCCANN LAWN AQUAMIST PLUMBING & LAWN ARCHON CONSTR CO INC ART NISSEN & SON ARTEGA LANDSCAPES ASE ILLINI SCAPES INC ASPHALT OPERATING SERVICE ATRIUM INC AQUA DESIGNS INC BEARY LANDSCAPING INC BECMAR SPRINKLER SYSTEMS BENCHMARK CONST CO INC BEVERLY ENVIRONMENTAL BREEZY HILL NURSERY INC BRIAR PATCH LAND CONSTR BRIGHTVIEW LANDSCAPE C R SCHMIDT INC CARDINAL STATE LLC CAREFREE IRRIGATION LLC CHRISTY WEBBER & CO INC CARLIN-MORAN LANDSCAPE CLASSIC LANDSCAPE CENTRAL IN & WESTERN RR CENTRAL LAWN SPRINKLER CLAUSS BROTHERS INC CLEAN HARBORS INDUSTRIAL CLEAN CUT TREE SERV INC CONIN CONTRACTOR COOLING LANDSCAPE CONSTR C R CONSTRUCTION OF MI LLC C R CONSTRUCTION COMPANY DK ORGANICS INC DELTA RAILROAD CONSTR DEL TORO LANDSCAPING INC F ESPINOZA FRIST CHOICE LANDSCAPING FOSS LANDSCAPES INC FOUNTAIN MECHANICS LLC FOX VALLEY G W PEOPLES CONTRACTING GLI SERVICES INC GOLF CREATIONS GREAT LAKES RAIL SERVICES GREEN CREW INC GREEN EARTH GREEN UP LANDSCAPE INC HALLORAN & YAUCH INC HASSERT LANDSCAPING HOLLEMBEAK CONST INC HOPPY'S LANDSCAPING INC HULCHER SERVICE HYDROCHEM PSC ILI SOLUTIONS INDIAN HEALTH SVC NAT IUOE LOCAL 150 INDIANA LABORERS WELFARE J & J TRACK CONSTRUCTION J & L CONTRACTORS INC J E LANDWORKS J M IRRIGATION LLC J P AND CONCEPTS CO JJD ELECTRIC LLC K & D ENTERPRISE KELLY-HILL COMPANY INC KINSELLA LANDSCAPE LLC KONSTRUCTION SERVICES LLC KRIMSON VALLEY LANDSCAPE LABORERS HOME DEVELOPMENT LAKESHORE LANDSCAPING INC LAND AND LAKES COMPANY LANDSCAPE BY GARY WEISS LANDSCAPE CONCEPTS INC LANDSCAPE PROFESSIONALS LAREDO SYSTEMS LANDWORKS LTD LAWNSTAR LAWNSKEEPER TURF INC LEIBOLD IRRIGATION LIZZETTE MEDINA & CO M J TRACK WORKS INC M & J ASPHALT PAVING CO INC MASSACHUSETTS LABORERS' MATERIAL SOLUTIONS MCGINTY BROTHERS INC MICHAEL WINTERS LTD MIDWEST BRICK PAVING INC MIDWEST IRRIGATION CO MIDWEST OPR ENGINEERS MINTEQ-FORMER MARTIN MINTEQ NW INDIANA 150 MITCH'S GREENTHUMB MOORE LANDSCAPES LLC MUELLER MIST IRRIGATION CO N & J RAILROAD CONSTR INC NATIONAL INDUSTRIAL NATIONAL RAIL CONST OF FL NATURAL CREATIONS OPTA MINERALS INC OPTA USA INC P & B INTERMODAL TRAILER PAUL HERRERA CONSTR CO PEDERSEN COMPANY PEREZ TREE SERVICE PEZZA LANDSCAPE INC PRECISION COMPANIES INC RAILROAD CONSTRUCTORS INC RAILWORKS TRACK SRV INC RAINMAKERS IRRIGATION RELIABLE LANDSCAPING LLC RIVER DOCKS INC ROCKFORD LANDSCAPE ROLLING HILLS NURSERY RUIZSCAPE TEE TO GREEN SEASONS LANDSCAPING INC SEBERT LANDSCAPING INC SEMPER FI SINCERE LANDSCAPING INC STRUCTURES HARDSCAPE SPEEDY GONZALEZ LAND INC T & J SERVICES INC T-N-T CONTRACTORS TEAM EXCAVATION INC THE KENNETH COMPANY THE FISHER BURTON CO TIMINY RAIL MAINTENANCE TRACK BUILDERS INC TRACK UNION HOLDINGS LLC TRACKMASTERS INC TWIN OAKS LANDSCAPING U S TRACKWORKS LLC VITAL GROUP INC W E MUNDY LANDSCAPE WILSON LANDSCAPE WADSWORTH GOLF WINTROW CONSTRUCTION CORP WOODLAND COMMERCIAL WOODLAND RESOURCES INC ZLINC INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 PART IV THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE CURRENT INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN DOES NOT KNOW THE TAXABLE STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.