2025-10-07T14:49:12-05:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 376031467 LABORERS LOCAL #231 HEALTH & WELFARE FUND LABO 3093477519 PO BOX 374 PEKIN IL 61554 GARY L SCIORTINO PLAN ADMINISTRATOR 3093477519 2025-10-07 1 0 KRISTIN ROMOLO P01381270 3096822001 2025-10-07 2024 2025-03-06 01:10:19Z GARY L SCIORTINO PO BOX 374 PEKIN IL 61554 14416474 0 X N/A X 1960 IL TO PROVIDE HEALTH, DENTAL & LIFE BENEFITS 8 8 2 0 0 0 0 0 6121389 6577090 476037 1003589 265015 244731 6862441 7825410 0 0 5596775 5059355 365308 379540 0 0 0 293588 375605 6255671 5814500 606770 2010910 18801930 21456203 782303 866291 18019627 20589912 TO PROVIDE HEALTH, DENTAL & LIFE BENEFITS 0 0 TO PROVIDE HEALTH, DENTAL & LIFE BENEFITS 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 1 114 0 2 1 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X GARY L SCIORTINO 3093477519 2503 BROADWAY PEKIN IL 61554 BILL AUPPERLE TRUSTEE 1.00 X 0 0 0 STEVE SCHROEDER TRUSTEE 1.00 X X 0 0 0 TERRY BAUM TRUSTEE 1.00 X 0 0 0 SPENCER SMITH TRUSTEE 1.00 X 0 0 0 FRANK SCIORTINO TRUSTEE 1.00 X 0 0 0 BRANDON FOGLER TRUSTEE 1.00 X 0 0 0 KIRK BELLESS TRUSTEE 1.00 X 0 0 0 ALLAN CULLINAN TRUSTEE 1.00 X 0 0 0 GARY SCIORTINO PLAN ADMINISTRATOR 40.00 X 118830 0 101102 118830 0 101102 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 6538538 6538538 PARTICIPANT CONTRIBUTIONS 900099 38552 38552 6577090 698099 698099 6896554 6591064 305490 305490 305490 EXPENSES REIMBURSED 900099 179083 179083 SERVICE FEES CHARGED 900099 70824 70824 OTHER INCOME 900099 -5176 -5176 244731 7825410 6821821 0 1003589 5059355 217333 62500 63330 22190 14187 29228 17500 35085 70886 118827 7005 11303 23880 15282 BCBS ADMINISTRATIVE FEE 37397 PRICE COMPARISON TOOL I 5047 PCORI FEE 2109 MEMBERSHIP/REGISTRATION 1525 531 5814500 50 50 1827707 3008127 660606 922784 23915 20953 360366 201845 76648 158521 14584924 15619229 1628080 1726539 18801930 21456203 226431 376459 3364 0 552508 489832 782303 866291 X 18019627 20589912 18019627 20589912 18801930 21456203 2010910 559375 0 X 0 1 X 1 0 175345 140266 35079 0 47855 39825 8030 137166 21754 115412 158521 POOLED SEPARATE ACCOUNT 1726539 F 1726539 CLAIMS INCURRED BUT NOT REPORTED 353100 DUE TO AFFILIATES 136732 489832 X 8349700 559375 559375 7790325 35085 35085 7825410 5913115 0 5913115 35085 -133700 -98615 5814500 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 (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN WAS ESTABLISHED PRIOR TO 1984 AND WAS NOT REQUIRED TO OBTAIN AN IRS DETERMINATION LETTER. THE TRUST HAS BEEN AMENDED AND THE PLAN ADMINISTRATOR AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. 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 PLAN 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 DECEMBER 31, 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 REPORT -133,700. 0 0 0 GARY SCIORTINO PLAN ADMINISTRATOR 118830 0 0 0 0 0 78912 0 22190 0 219932 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS. FORM 990, PART VI, SECTION B, LINE 11B THE PLAN ADMINISTRATOR REVIEWS THE FORM 990 AFTER THE AUDITOR PREPARES THE FORM. HE THEN SIGNS THE FORM 8879-TE AND MAILS THAT FORM TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST LABORERS LOCAL #231 PENSION FUND PO BOX 374 PEKIN IL 61554 376040563 PENSION FUND IL 401(A) 0 LABORERS LOCAL #231 ANNUITY FUND PO BOX 374 PEKIN IL 61554 371230607 ANNUITY FUND IL 501(A) 0 BOARD OF TRUSTEES - SEE PAGE 7 FOR INDIVIDUALS SEE PART VI A L L MASONRY CONSTR CO INC ANDIS LLC ABM MASONRY ACME FIREPROOFING & INSULATION ADVANCED ASPHALT COMPANY AMERICAN ASPHALT SURFACE RECYCLING B & D OUTDOORS INC B E B EXCAVATING INC BLUFF CITY MATERIALS BENIACH CONSTRUCTION CO INC BLANKENSHIP CONSTRUCTION CO BMC CONTRACTING BROCK INDUSTRIAL SERVICES LLC BROEREN RUSSO CONSTRUCTION INC C J L LANDSCAPING INC C&G CONCRETE CONSTR CO INC CALICOTTE LAND RESTORATION CSD ENVIRONMENTAL SERVICES INC CAD CONSTRUCTION CASPER CONSTRUCTION INC CENTRAL LABORERS' PWAF CENTRAL LANDSCAPING CHARPS LLC CHICAGO AND VICINITY FUNDS CHIPLEY CONTRACTING INC CLEAN AIR AND WATER SYSTEMS LLC CLEVENGER CONTRACTORS INC COBRA CONCRETE CUTTING COLLINS & HERMANN INC COMPLETE ASPHALT SERVICE CO CONSTRUCTION INDUSTRY LABORERS' FUND CONTINENTAL PIPELINE SERVICES CONTRACTORS RENTAL CORPORATION CORE CONSTRUCTION SERVICES OF IL COUNTY CONTRACTORS INC CUT ROCK CONSTRUCTION LLC DON BORNEKE CONSTRUCTION INC DIAMOND CONSTRUCTION CO DUNN COMPANY E L PRUITT CO EARTHWORX SOLUTIONS F & W LAWN CARE FRATTALONE COMPANIES FOCAL POINTE OF ST LOUIS LLC FREEHILL ASPHALT INC FREESEN INC G A RICH & SONS INC G M SIPES CONSTRUCTION INC GLI SERVICES INC GENSINI EXCAVATING INC GEORGE H RUMP CONSTR CO GIVSCO CONSTRUCTION GREAT WESTERN ABATEMENT INC GUNTHER CONSTRUCTION CO HAROLD O'SHEA BUILDERS HAYES MECHANICAL HEIN CONSTRUCTION CO INC HOERR CONSTRUCTION INC HOHULIN BROS FENCE HOOD CONSTRUCTION GROUP MIDWEST LLC I & I CONSTRUCTION CO ICC GROUP INC ILLINI DRILLED FOUNDATIONS ILLINOIS CIVIL CONTRACTORS INC ILLINOIS DEPARTMENT OF TRANSPORTATIO ILLINOIS VALLEY PAVING CO INTERCON CONSTRUCTION INC IRONHUSTLER EXCAVATING INC J C DILLON INC J J BRAKER & SONS INC JTC TRAFFIC SAFETY JD TRAFFIC INC JIMAX CORP JOHNSON BROS CORPORATION JP BURNS EXCAVATING INC K E VAS COMPANY KEMPER CONSTRUCTION INC KINNEY CONTRACTORS INC KNAPP CONCRETE CONTRACTORS KS ENERGY SERVICES L KEELEY CONSTRUCTION LANDESIGN LLC LABORERS' LOCAL #231 H&W LABORERS' LOCAL 231 LANEY DIRECTIONAL DRILLING CO LAVERDIERE CONST INC LEANDER LAND CO INC M & O ENVIRONMENTAL CO M & O INSULATION CO M A MORTENSON CO M D MAGARY CONST CO M R MASON CONTRACTOR MUSSELMAN AND HALL CONTRACTORS LLC MAYER LANDSCAPING INC MCGRATH & ASSOCIATES INC MERIT CONSTRUCTION INC MICHEL BROS MASONRY INC MICHELS PIPELINE CONST INC MICHELS PIPELINE INC MICHUDA CONSTRUCTION MID-ILLINOIS COMPANIES MID-STATES CONCRETE INDUSTRIES MIDWEST FENCE CORP MIDWEST SEEDLING SUPPLY INC MILLER & SON CONSTR CO MILLER PIPELINE CORPORATION MN LABORERS PENSION & WELFARE FUNDS N E FINCH CO NORTH CENTRAL IL HEALTH & WELFARE NORTHERN CONTRACTING NORTHERN IL AND IA LABORERS H&W NPL CONSTRUCTION CO NPL GREAT LAKES LLC ORDAZ CONSTR CO INC OTIS MINNESOTA SERVICES LLC OTTO BAUM COMPANY INC P & P CONSTRUCTION P J HOERR INC PATH CONSTRUCTORS PAYNE CONSTRUCTION PORTER BROTHERS CONSTRUCTION INC PORTER ELECTRIC PENN LANDSCAPING PEORIA METRO CONSTR INC PETERSBURG PLUMBING AND EXCAVATING PHOENIX CORP PIPE STRONG PLOCHER CONSTRUCTION CO INC POETTKER CONSTRUCTION CO PRECISION PIPELINE LLC PRICE GREGORY INTERNATIONAL QUALITY SPOT REPAIR INC R & R LANDSCAPING & IRRIGATION INC R A CULLINAN & SON INC R G CONSTRUCTION RABINE PAVING LLC RACHEL CONTRACTING INC REAGAN TRAFFIC CONTROL REES CONSTRUCTION CO RIGHT WAY TRAFFIC CONTROL INC RIVER CITY CONSTR CO RIVER CITY DEMOLITION ROAD SAFE TRAFFIC SYSTEMS INC ROCKFORD CORPORATION RUPP MASONRY CONSTRUCTION CO SIGNAL ENERGY SPRAY INSULATIONS INC SULLIVAN DESIGN BUILD SERGANT CONSTRUCTION SOUTHERN IL HWAF SPIRTAS WRECKING CO STARK EXCAVATING INC SUMMIT CIVIL SERVICES LLC SUMMIT MASONRY & STONEWORKS THE KORTE COMPANY TOTAL CONTRACTORS SERVICES TABITHA VENTURES TAYLOR RIDGE DRILLED FOUNDATION TAZEWELL COUNTY ASPHALT CO TERRA5 CONSTRUCTION LLC TERRY BROWN EXCAVATING INC THE PIPCO COMPANIES LTD TOBIN BROTHERS INC TOTAL MILL SERVICES INC TRAFFIC CONTROL & PROTECTION TRAFFIC MANAGEMENT INC U S PIPELINE INC UNITED PIPING INC VALOR TECHNOLOGIES INC VEE-JAY CEMENT CONTRACTING CO INC W F JOHNSTON CONSTR INC W L MILLER WHITEHEAD CONSTRUCTION INC WALKER EXCAVATING CO INC WARNING LITES OF SOUTHERN ILLINOIS WESTERN ASPHALT INC WESTERN WATERPROOFING CO WHITE CONSTRUCTION INC WILKIN INSULATION CO WILLIAMS BROS CONSTR INC WISCONSIN LABORERS FRINGE BENEFIT FU WM AUPPERLE & SONS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 LABORERS LOCAL #231 PENSION FUND R 7095806 CASH TRANSFERRED OUT LABORERS LOCAL #231 ANNUITY FUND R 4722265 CASH TRANSFERRED OUT LABORERS LOCAL #231 PENSION FUND Q 278475 ACCRUAL BASIS LABORERS LOCAL #231 ANNUITY FUND Q 144140 ACCRUAL BASIS LABORERS LOCAL #231 PENSION FUND P 70824 ACCRUAL BASIS PART IV THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE 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.