2025-03-17T14:50:25-05:00 2024-04-30 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2023-05-01 346621298 UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS LOCAL 44 WELFARE FUND UNIO 2167718220 1651 EAST 24TH STREET CLEVELAND OH 44114 PAIGE LAVELLE ADMINISTRATIVE MGR, 8/19/24-PRESENT 2167718220 2025-03-17 1 1 JEFFREY R SPENCER CPA P01367852 2168317171 2025-03-17 2023 2025-03-06 01:10:19Z PAIGE LAVELLE 1651 EAST 24TH STREET CLEVELAND OH 44114 3978739 0 X WWW.UNIONROOFERS.COM X 1969 OH THE WELFARE FUND IS A MULTIEMPLOYER FUND THAT PROVIDES (CONTINUED ON SCHEDULE O)HEALTH AND WELFARE BENEFITS TO UNION MEMBERS, INCLUDING: HEALTH INSURANCE, LIFE, ACCIDENTAL DEATH, AND OTHER BENEFITS. 6 6 0 0 0 0 0 0 3774451 3856468 69720 122271 3885 0 3848056 3978739 0 0 3273380 3200628 13615 45626 0 0 0 370673 352543 3657668 3598797 190388 379942 2944053 3275507 63588 19525 2880465 3255982 THE WELFARE FUND IS A MULTIEMPLOYER FUND THAT PROVIDES HEALTH AND WELFARE BENEFITS TO UNION MEMBERS, INCLUDING: HEALTH INSURANCE, LIFE, ACCIDENTAL DEATH, AND OTHER BENEFITS. 0 0 3598797 3856468 THE WELFARE FUND IS A MULTIEMPLOYER FUND THAT PROVIDES HEALTH AND WELFARE BENEFITS TO UNION MEMBERS, INCLUDING: HEALTH INSURANCE, LIFE, ACCIDENTAL DEATH, AND OTHER BENEFITS. 3598797 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X PAIGE LAVELLE 2167718220 1651 EAST 24TH ST CLEVELAND OH 44114 AMANDA MAYER ADMINISTRATIVE MANAGER 40.00 X 0 89216 0 TREVOR COST CHAIRMAN 1.00 X X 0 0 0 WILLIAM FRANKLIN TRUSTEE 1.00 X 0 0 0 CHUCK LAVELLE SECRETARY, 5/1/23-8/1/23 1.00 X X 0 0 0 TIM LINVILLE ALTERNATE TRUSTEE 1.00 X 0 0 0 CHRIS MILLIRON ALTERNATE TRUSTEE 1.00 X 0 0 0 MIKE VASEY TRUSTEE 1.00 X 0 0 0 JOHN WASILKO JR TRUSTEE 1.00 X 0 0 0 MICHAEL WILLHAM TRUSTEE 1.00 X 0 0 0 STEVE WILLHAM TRUSTEE 1.00 X 0 0 0 0 89216 0 0 0 0 0 0 EMPLOYERS' CONTRIBUTIO 525100 3710220 3710220 PARTICIPANTS' CONTRIBU 525100 146248 146248 3856468 122271 122271 3978739 3856468 0 122271 3200628 45626 32749 41766 6810 248858 19056 909 DUES AND SUBSCRIPTIONS 2395 3598797 4788 28862 946624 1190346 0 0 1992641 2056299 2944053 3275507 63588 19525 63588 19525 X 2880465 3255982 2880465 3255982 2944053 3275507 379942 -4425 0 X X 0 1 X 1 0 0 REGISTERED INVESTMENT COMPANIES 2056299 C 2056299 SAVINGS FUND PAYABLE 17051 ACCRUED TAXES ON BENEFIT PAYMENTS 2474 19525 X 3967504 -4425 -4425 3971929 6810 6810 3978739 3591987 0 3591987 6810 6810 3598797 PART X, LINE 2: THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED APRIL 30, 2024 OR 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT 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 2 MICHAEL WILLHAM, TRUSTEE, IS THE SON OF STEVE WILLHAM, TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THIS FORM 990 WAS CIRCULATED TO ALL TRUSTEES WHO UNANIMOUSLY APPROVED IT UPON REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NILES INDUSTRIAL COATINGS LLC TOTAL ROOFING SERVICES LLC WILLHAM ROOFING CO INC WARREN ROOFING & INSULATING CO TYCOR ROOFING TERIK ROOFING INC SIBLEY INC SCHREIBER CORPORATION ROTH BROTHERS INC ROOFERS LOCAL 44 FRINGE BENEFIT FUNDS INC RMCS RK HYDRO-VAC INC RAM CONSTRUCTION SERVICES NORTHERN OHIO ROOFING INC NORDMANN ROOFING CO INC N F MANSUETTO & SONS INC MCCREARY ROOFING CO KALKREUTH ROOFING AND SHEET METAL INDUSTRIAL FIRST INC BUILDING TECHNICIANS CORP BENNETT & BROSSEAU ROOFING INC AKA TEAM WATERPROOFING LTD ADVANCED ROOFING SYSTEMS INC AW FARRELL & SONS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ROOFERS LOCAL 44 FRINGE BENEFIT FUNDS INC P 219000 FMV