2025-09-08T12:38:06-05:00 2025-02-28 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD STE 103 SCHERERVILLE IN 46375 990 2024-03-01 350940329 BRICKLAYERS UNION LOCAL NO 6 OF INDIANA WELFARE FUND INDI 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 ROBERT PUZA FUND MANAGER 2197693376 2025-09-08 1 0 DAVID ZABRECKY P01460569 2198361065 2025-09-08 2024 2025-03-06 01:10:19Z ROBERT PUZA 7985 MARSHALL STREET MERRILLVILLE IN 46410 15414337 0 X N/A X 1954 IN TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 12 10 5 0 0 0 0 0 4421500 4563307 359959 689453 0 0 4781459 5252760 0 0 4807346 4985023 194074 200546 0 0 0 255706 237194 5257126 5422763 -475667 -170003 11385124 11335934 123401 148333 11261723 11187601 HEALTH BENEFIT FUND. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 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 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X ROBERT PUZA 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 PATRICK CLARK TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY COLVIN TRUSTEE 1.00 1.00 X 0 0 0 CHRIS DOOLIN TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY CAVINDER TRUSTEE 1.00 1.00 X 0 0 0 ROBERT ZEMAITIS TRUSTEE 1.00 1.00 X 0 0 0 TIM WHITE TRUSTEE 1.00 1.00 X 0 0 0 JASON BARNARD TRUSTEE 1.00 1.00 X 0 0 0 DONALD SUMMAR TRUSTEE 1.00 1.00 X 0 104536 83494 TODD ADAMS TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL PATTERSON TRUSTEE 1.00 1.00 X 0 0 0 CHARLES ISHMAEL TRUSTEE - NEW 1.00 40.00 X 0 92918 42462 BOB WILCZYNSKI TRUSTEE - NEW 1.00 1.00 X 0 0 0 ANTHONY ARENS TRUSTEE - PAST 1.00 1.00 X 0 0 0 TIM KAPITAN TRUSTEE - PAST 1.00 1.00 X 0 0 0 ROBERT PUZA FUND MANAGER 20.00 20.00 X 0 89134 58303 0 286588 184259 0 0 1 0 ANTHEM 220 VIRGINIA AVE INDIANAPOLIS IN 46204 PPO NETWORK PROVIDER 176052 1 EMPLOYER CONTRIBUTIONS 900099 4491637 4491637 PARTICIPANT/RETIREE CONTRIBUTIONS 900099 71670 71670 4563307 338928 338928 10512102 10161577 350525 350525 350525 5252760 4563307 0 689453 4985023 74174 59624 36941 21362 8445 49306 52017 9500 57400 6600 26200 8871 2882 1540 15152 CONTRIBUTION PROCESSING 6338 FEES MANDATED BY ACA 1388 5422763 143847 158666 5360 122637 662004 652219 19866 21585 22891 19073 3882 3818 9718671 9615310 831494 761699 11385124 11335934 109210 132447 12463 11658 1728 4228 123401 148333 X 0 0 0 0 11261723 11187601 11261723 11187601 11385124 11335934 -170003 95881 0 X 0 1 X 1 0 22891 19073 3818 3818 LIMITED PARTNERSHIP 761699 F 761699 DUE TO RELATED PENSION FUND 4228 4228 X 5339141 95881 95881 5243260 9500 9500 5252760 5413263 0 5413263 9500 9500 5422763 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 DONALD SUMMAR TRUSTEE 0 104536 0 0 0 0 0 61285 0 22209 0 188030 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN HAS A CONFLICT OF INTEREST POLICY TO HELP ENSURE THAT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AND ADDRESSED ON A TIMELY BASIS. IT IS THE DUTY OF THE FUND TRUSTEES AND EMPLOYEES TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS. IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT, THE PARTY-IN-INTEREST (OR ANY INTERESTED PARTY) WILL IMMEDIATELY DISCLOSE TO THE BOARD OF TRUSTEES THE EXISTENCE OF SUCH CONFLICT WITH DETAILED AND SPECIFIC FACTS. UPON DISCLOSURE, THE BOARD OF TRUSTEES WILL MEET FOR DISCUSSION AND A LEGAL OPINION IS SOUGHT WHETHER THERE IS, IN FACT, A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PAGE 1, LINE 5 AND PAGE 10 LINES 5 AND 7 THIS ENTITY SHARES EMPLOYEES WITH BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION FUND. THE PAYROLL TAX FILINGS AND FORMS W-2 FOR THESE WAGES ARE FILED BY THE PENSION FUND. THE WELFARE FUND'S SHARE OF SALARY EXPENSE FOR THESE EMPLOYEES APPEAR ON PAGE 10. THE NUMBER OF PARTICIPANTS REPORTED ON W-3 FOR PART V QUESTION 2A REPRESENTS THE NUMBER OF PARTICIPANTS WHO RECEIVED THIRD PARTY SICK PAY FROM THIS FUND DURING THE YEAR. BRICKLAYERS UNION LOCAL NO6 OF INDIANA PENSION FUND 7985 MARSHALL STREET MERRILLVILLE IN 46410 516113680 PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A) N/A 0 BAC LOCAL 4 INKY 8455 MOLLER ROAD INDIANAPOLIS IN 46268 351938121 LABOR UNION IN 501(C)(5) N/A 0 BAC LOCAL 4 INKY APPRENTICE AND TRAINING PROGRAM CONTRIBUTING EMPLOYER 0 BAC FLORIDA CONTRIBUTING EMPLOYER 0 BAC 1 KENTUCKY CONTRIBUTING EMPLOYER 0 BAC 1 MINNESOTA CONTRIBUTING EMPLOYER 0 BAC 1 OREGON CONTRIBUTING EMPLOYER 0 BAC 11 INDIANA-LAFAYETTE CONTRIBUTING EMPLOYER 0 BAC 13 WISCONSIN CONTRIBUTING EMPLOYER 0 BAC 18 INDIANA-SOUTH BEND CONTRIBUTING EMPLOYER 0 BAC 18 OHIO CONTRIBUTING EMPLOYER 0 BAC 19 INDIANA-MUNCIE CONTRIBUTING EMPLOYER 0 BAC 2 INDIANA-FORT WAYNE CONTRIBUTING EMPLOYER 0 BAC 21 ILLINOIS CONTRIBUTING EMPLOYER 0 BAC 3 INDIANA-INDIANAPOLIS CONTRIBUTING EMPLOYER 0 BAC 5 INDIANA-TERRE HAUTE CONTRIBUTING EMPLOYER 0 BAC 52 ILLINOIS TUCKPOINTERS CONTRIBUTING EMPLOYER 0 BAC 6 ILLINOIS CONTRIBUTING EMPLOYER 0 BAC 7 TEXAS CONTRIBUTING EMPLOYER 0 BAC 9 PENNSYLVANIA CONTRIBUTING EMPLOYER 0 BAC CERAMIC TILE 67 ILLINOIS CONTRIBUTING EMPLOYER 0 A-1 GROUP LTD CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 ADAMS MASONRY INC CONTRIBUTING EMPLOYER 0 ADVANTAGE INDUSTRIAL SYSTEMS CONTRIBUTING EMPLOYER 0 AMEX NOOTER LLC CONTRIBUTING EMPLOYER 0 ARMOR SEALING LLC CONTRIBUTING EMPLOYER 0 ART MOSAIC & TILE CONTRIBUTING EMPLOYER 0 BELDON INTERIORS INC CONTRIBUTING EMPLOYER 0 BERGLUND CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 BISCO REFRACTORIES CONTRIBUTING EMPLOYER 0 BOUCHARD MASONRY CONTRIBUTING EMPLOYER 0 BRUNO'S TUCKPOINTING INC CONTRIBUTING EMPLOYER 0 C & S MASONRY RESTORATION LLC CONTRIBUTING EMPLOYER 0 CCI FLOORING INC CONTRIBUTING EMPLOYER 0 COBA TILE CONTRIBUTING EMPLOYER 0 COLVIN MASONRY INC CONTRIBUTING EMPLOYER 0 COMMERCIAL FLOOR COVERING CONTRIBUTING EMPLOYER 0 CONTINENTAL ERECTORS CONTRIBUTING EMPLOYER 0 CORESLAB STRUCTURES INC CONTRIBUTING EMPLOYER 0 CUSTOM MASONRY RESTORATION CONTRIBUTING EMPLOYER 0 DOUGLAS FLOOR COVERING INC CONTRIBUTING EMPLOYER 0 EMPIRE REFRACTORY SERVICES-IN CONTRIBUTING EMPLOYER 0 FABCON INC CONTRIBUTING EMPLOYER 0 FIVE STAR FLOORING CONTRIBUTING EMPLOYER 0 FLUOR CONSTRUCTORS-REFRACTORY CONTRIBUTING EMPLOYER 0 FOSBEL INC CONTRIBUTING EMPLOYER 0 GAGNON INC CONTRIBUTING EMPLOYER 0 GARIUP CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 GLASROCK PRODUCTS INC CONTRIBUTING EMPLOYER 0 GOUGH INC CONTRIBUTING EMPLOYER 0 GROVE MASONRY MAINTENANCE CONTRIBUTING EMPLOYER 0 HAGERMAN CONSTRUCTION CONTRIBUTING EMPLOYER 0 HALYARD CORPORATION CONTRIBUTING EMPLOYER 0 HARBISON-WALKER REFRACTORIES CONTRIBUTING EMPLOYER 0 HOOSIER BROTHERS INC CONTRIBUTING EMPLOYER 0 ICC COMMONWEALTH CORP CONTRIBUTING EMPLOYER 0 JW SEALANTS CONTRIBUTING EMPLOYER 0 KAUFMANN-GALLAGHER CORP CONTRIBUTING EMPLOYER 0 KNIOLA'S INDUSTRIAL SERVICE CONTRIBUTING EMPLOYER 0 KORELLIS ROOFING INC CONTRIBUTING EMPLOYER 0 KORSGARD CO (CE) CONTRIBUTING EMPLOYER 0 KRAWN CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 KWIATKOWSKI MASONRY INC CONTRIBUTING EMPLOYER 0 LARMCO COMPANY INC CONTRIBUTING EMPLOYER 0 LARSON-DANIELSON CONSTRUCTION CONTRIBUTING EMPLOYER 0 LEIDAL & HART MASON CONTRACTORS INC CONTRIBUTING EMPLOYER 0 LILJA CORP CONTRIBUTING EMPLOYER 0 LOZICH MASONRY CONTRIBUTING EMPLOYER 0 MARK 1 RESTORATION COMPANY CONTRIBUTING EMPLOYER 0 MASTER TILE CONTRIBUTING EMPLOYER 0 MCL PRECAST PROS CONTRIBUTING EMPLOYER 0 MID-AMERICAN GUNITE INC CONTRIBUTING EMPLOYER 0 MIDWEST REFRACTORY INSTALLATION CONTRIBUTING EMPLOYER 0 MIDWEST TERRAZZO INC CONTRIBUTING EMPLOYER 0 MIDWEST TILE & INTERIORS CONTRIBUTING EMPLOYER 0 MJH INTERIORS INC CONTRIBUTING EMPLOYER 0 MORRISON CONSTR CONTRIBUTING EMPLOYER 0 MTB FLOORING INC CONTRIBUTING EMPLOYER 0 MVP ERECTORS - NPA CONTRIBUTING EMPLOYER 0 ONEX CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PAUL'S CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PHILLIPS BRICK CLEANING CONTRIBUTING EMPLOYER 0 PLAHTARIC MASONRY INC CONTRIBUTING EMPLOYER 0 PREMIER CAULKING INC CONTRIBUTING EMPLOYER 0 RAM CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 RD MASONRY CONTRIBUTING EMPLOYER 0 REGIONAL CAULKING & TUCKPOINTING CONTRIBUTING EMPLOYER 0 RESCH'S TILE INC CONTRIBUTING EMPLOYER 0 RESTOREWORKS CONTRIBUTING EMPLOYER 0 RICHARDS & WEYER CONSTRUCTION CO INC CONTRIBUTING EMPLOYER 0 ROCK RIVER VALLEY FLOORING CONTRIBUTING EMPLOYER 0 RV BUILDERS CONTRIBUTING EMPLOYER 0 SOUTHWEST REFRACTORY OF TX CONTRIBUTING EMPLOYER 0 SSSI INC CONTRIBUTING EMPLOYER 0 T & K MASONRY INC CONTRIBUTING EMPLOYER 0 TEICHMANN HENRY INC CONTRIBUTING EMPLOYER 0 THE NEW GROUP FKA LACY CONSTR GROUP CONTRIBUTING EMPLOYER 0 THORPE AND SON (JT) CONTRIBUTING EMPLOYER 0 TITAN MASONRY ENTERPRISES CONTRIBUTING EMPLOYER 0 TOTAL MILL SERVICES INC-NRA CONTRIBUTING EMPLOYER 0 UNLIMITED MASONRY CONTRIBUTING EMPLOYER 0 WAUBONSEE DEVELOPMENT CONTRIBUTING EMPLOYER 0 ZIOLKOWSKI CONSTRUCTION CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0