2024-08-15T10:40:01-05:00 2023-10-31 430352985 KERBER ECK & BRAECKEL LLP 3200 ROBBINS ROAD STE 200A SPRINGFIELD IL 62704 990 2022-11-01 366121856 OPERATING ENGINEERS LOCAL NO 965 HEALTH BENEFIT FUND OEU9 2175289659 3520 EAST COOK STREET SPRINGFIELD IL 62703 JASON RHOADES CHAIRMAN 2175289659 2024-08-13 1 1 PHILLIP G CAPPS P01025343 2177890960 2024-08-13 2022 2024-08-08 14:25:15Z JASON RHOADES 3520 EAST COOK STREET SPRINGFIELD IL 62703 20688449 0 X N/A X 1963 IL TO PROVIDE HEALTH AND TEMPORARY DISABILITY BENEFITS TO QUALIFIED PARTICIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE. 6 5 0 0 0 0 0 0 13662819 14866398 1186570 874446 0 0 14849389 15740844 0 0 12205335 11337397 0 0 0 0 0 1810917 1791829 14016252 13129226 833137 2611618 22061999 24203540 118963 100996 21943036 24102544 TO PROVIDE HEALTH AND TEMPORARY DISABILITY BENEFITS TO QUALIFIED PARTICIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE. 0 0 PROVIDE HEALTH AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE MEMBERS 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6302303933 625 ENTERPRISE DRIVE OAK BROOK IL 60523 JASON RHOADES CHAIRMAN 1.00 X X 0 133059 82470 ROBERT BRUNER TRUSTEE 1.00 X 0 0 0 MICHAEL MCQUAY TRUSTEE 1.00 X 0 137665 84271 ARNOLD CHRIS TRUSTEE 1.00 X 0 133059 84032 TRUMAN FLATT TRUSTEE 1.00 X 0 0 0 STEVE HALVERSON SECRETARY/TREASURER 2.00 X X 0 0 0 0 403783 250773 0 0 1 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PROCESS CLAIMS 257390 BENEFITS MANAGEMENT GROUP INC 625 ENTERPRISE DRIVE OAK BROOK IL 60523 MANAGE THE BOOKS FOR THE HEALTH BENEFIT 239200 2 EMPLOYER CONTRIBUTION 525100 12596712 12596712 PARTICIPANT CONTRIBUTION 525100 1853419 1853419 PRESCRIPTION CLAIM REBATES 525100 406155 406155 OTHER 900099 10112 10112 14866398 580941 580941 5241110 4947605 293505 293505 293505 15740844 15740844 0 0 11337397 35041 53545 116998 17186 1195 7170 MEDICARE ADVANTAGE FEES 1014651 PPO PROGRAM FEES 257390 HEALTH PLAN ADMINISTRAT 239200 MISCELLANEOUS 25834 23619 13129226 1964620 2593137 1286103 1528861 3050 3050 18773046 20024218 35180 54274 22061999 24203540 118963 100996 118963 100996 X 0 0 0 0 21943036 24102544 21943036 24102544 22061999 24203540 2611618 -452110 0 X X 0 1 X 1 0 0 X 14765581 -452110 -452110 15217691 116998 406155 523153 15740844 12606073 -406155 -406155 13012228 116998 116998 13129226 PART X, LINE 2: THE PLAN HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE PLAN IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THE STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN THE ADMINISTRATIVE EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING 2023 OR 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION CLAIMS REBATES PART XII, LINE 2D - OTHER ADJUSTMENTS: PRESCRIPTION CLAIMS REBATES 0 0 0 MICHAEL MCQUAY TRUSTEE 0 137665 0 0 0 0 0 43913 0 40358 0 221936 0 0 ARNOLD CHRIS TRUSTEE 0 133059 0 0 0 0 0 44587 0 39445 0 217091 0 0 JASON RHOADES CHAIRMAN 0 133059 0 0 0 0 0 43025 0 39445 0 215529 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. JASON RHOADES, CHAIRMAN, REVIEWS THE FORM AND SIGNS IT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW EMPLOYEE OR MEMBER OF THE BOARD MUST REVIEW THE CONFLICT OF INTEREST POLICY AND DETAIL ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES THAT COULD BE CONSIDERED A CONFLICT OF INTEREST. ADDITIONALLY, THIS POLICY MUST BE REVIEWED AND FILLED OUT AGAIN BY EMPLOYEES OR BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS WERE NOTED DURING THE TAX YEAR. INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 3520 EAST COOK STREET SPRINGFIELD IL 62703 370347820 TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS. IL 501(C)(5) 0 OPERATING ENG APPRENTICESHIP & SKILL IMPROVEMENT COMMMITTEE FOR CENTRAL IL 3208 YOUNG ROAD MECHANICSBURG IL 62545 370918073 PROVIDE APPRENTICESHIP TRAINING PROGRAM FOR NEW UNION MEMBERS. 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