2024-10-25T07:53:05-05:00 2024-01-31 371206530 SCHEFFEL BOYLE 143 N KANSAS ST EDWARDSVILLE IL 620251770 990 2023-02-01 370799627 LOCAL 309 VACATION TRUST FUND INTE 6183442002 2000A MALL STREET STE A COLLINSVILLE IL 62234 MATTHEW EICHHOLZ TRUSTEE 6183442002 2024-10-22 1 0 MICHAEL BROKERING CPA P01623657 6186561206 2024-10-17 2023 2024-10-15 13:58:12Z MATTHEW EICHHOLZ 2000A MALL STREET STE A COLLINSVILLE IL 62234 4528139 0 X N/A X 1964 IL PROVIDE AND ADMINISTER VACATION BENEFITS FOR ELIGIBLE UNION MEMBERS. 6 6 0 0 0 0 0 0 1995195 2407659 20646 96630 12231 4234 2028072 2508523 0 0 1804791 1914012 0 0 0 0 0 36398 45866 1841189 1959878 186883 548645 2236211 2803666 11905 30179 2224306 2773487 PROVIDE AND ADMINISTER VACATION BENEFITS FOR ELIGIBLE UNION MEMBERS. 0 0 PROVIDE AND ADMINISTER VACATION BENEFITS FOR ELIGIBLE UNION MEMBERS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SUE DAVIS 6183442002 2000A MALL STREET STE A COLLINSVILLE IL 62234 X CHRIS HANKINS TRUSTEE 1.00 X 0 0 0 LUKE GLAESER TRUSTEE 1.00 X 0 0 0 MATTHEW EICHHOLZ TRUSTEE 1.00 X 0 0 0 TOM O'HARA TRUSTEE 1.00 X 0 0 0 BILLY SERBOUSEK TRUSTEE 1.00 X 0 0 0 MICHAEL STUART TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYEE CONTRIBUTIONS 525100 2407659 2407659 2407659 96246 96246 2020000 2019616 384 384 384 MISCELLANEOUS INCOME 525100 4234 4234 4234 2508523 2411893 0 96630 1914012 4829 14463 2413 3739 ADMINISTRATIVE EXPENSES 20212 BOND REIMBURSEMENT 210 1959878 406 1158417 886033 170789 193269 895675 1711734 10924 12630 2236211 2803666 11905 17387 0 12792 11905 30179 X 0 0 0 0 2224306 2773487 2224306 2773487 2236211 2803666 548645 536 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTY 12792 12792 X 2506646 536 536 2506110 2413 2413 2508523 1957465 0 1957465 2413 2413 1959878 PART X, LINE 2: 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 IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. 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 7A THE PLAN IS GOVERNED BY A JOINT BOARD CONSISTING OF SIX TRUSTEES. THREE TRUSTEES ARE APPOINTED BY IBEW LOCAL 309 AND THREE TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND PRESENTED TO THE ADMINISTRATOR AND TRUSTEES FOR REVIEW PRIOR TO FILING. IF ANY TRUSTEE HAS COMMENTS OR QUESTIONS, THEY ARE PRESENTED DIRECTLY TO THE ADMINISTRATOR AND RESOLVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS EACH YEAR. ANY CONFLICTS ARE MANAGED AS NECESSARY BY THE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION BY QUALIFIED INTERESTED PARTIES UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY FOR THE SELECTION, OVERSIGHT AND RETENTION OF THE INDEPENDENT AUDITNG FIRM. 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