2025-10-23T09:01:53-05:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 371117215 CENTRAL ILLINOIS CARPENTERS HEALTH AND WELFARE FUND CENT 2177321919 200 S MADIGAN DRIVE LINCOLN IL 62656 BRAD KULIFAY ADMINISTRATIVE MANAGER 2177321919 2025-10-20 1 0 KRISTIN ROMOLO CPA P01381270 3096822001 2025-10-20 2024 2025-03-06 01:10:19Z BRAD KULIFAY 200 S MADIGAN LINCOLN IL 62656 48537534 0 X CICHEALTH.ORG X 1982 IL HEALTH AND WELFARE PLAN 10 10 53 0 0 0 0 0 33428637 33562162 1823808 2821829 331033 332719 35583478 36716710 0 0 31270539 34777843 644334 690175 0 0 0 1586436 1764580 33501309 37232598 2082169 -515888 72884583 74999470 4566330 4663758 68318253 70335712 TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 105 0 53 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X BRAD KULIFAY 2177321919 200 S MADIGAN LINCOLN IL 62656 X RIKI DIAL TRUSTEE 0.00 X 0 0 0 JASON BREWER TRUSTEE 0.00 X 0 0 0 JEFF FUERST SECRETARY 0.00 X X 0 0 0 MATT WATCHINISKI TRUSTEE 0.00 X 0 0 0 MATT BENDER TRUSTEE 0.00 X 0 0 0 JEFF BORT TRUSTEE 0.00 X 0 0 0 JOSH ROBERTSON TRUSTEE 0.00 X 0 0 0 MIKE SUNLEY TRUSTEE 0.00 X 0 0 0 NICK HART TRUSTEE 0.00 X 0 0 0 WES ZOBRIST TRUSTEE 0.00 X 0 0 0 KRISTINA GUASTAFERRI - PAST ADMIN 40.00 X 0 0 0 BRAD KULIFAY ADMIN 40.00 X 0 0 0 0 0 0 0 0 0 0 CAVANAGH & O'HARA 2319 WEST JEFFERSON STREET SPRINGFIELD IL 62702 LEGAL 154486 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 ACCOUNTING/AUDITING 127632 2 EMPLOYER CONTRIBUTIONS 900099 31255994 31255994 PARTICIPANT CONTRIBUTIONS 900099 2306168 2306168 33562162 2004038 2004038 12638615 11820824 817791 817791 817791 SERVICE FEE 900099 194213 194213 REIMBURSEMENT FROM RSF 900099 120672 120672 EXPENSE REIMBURSED 900099 8331 8331 9503 9503 332719 36716710 33894881 0 2821829 34777843 386984 95614 158295 49282 154486 153632 71114 180737 172183 218672 46220 6694 50452 35186 BCBS ADMINISTRATIVE FEE 533502 MACRC ADMIN FEES 85547 VISION ADMINISTRATIVE E 30946 PCORI FEES 19512 5697 37232598 15430738 11199487 3673341 3482149 41387 102002 1470921 972068 501559 498853 49481361 55733625 3756197 3983354 72884583 74999470 1177768 1500459 381562 349299 3007000 2814000 4566330 4663758 X 68318253 70335712 68318253 70335712 72884583 74999470 -515888 2533347 0 X 0 1 X 1 0 70014 70014 684341 330686 353655 716566 641382 75184 498853 POOLED SEPARATE ACCOUNT 3983354 F 3983354 CLAIMS INCURRED BUT NOT REPORTED 2814000 2814000 X 39178943 2533347 2533347 36645596 71114 71114 36716710 37354484 0 37354484 71114 -193000 -121886 37232598 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, AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 27, 1982, AND THE PLAN'S BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. 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 ORGANIZATION 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). FOR YEARS IN WHICH THE FORM 990-T HAS BEEN FILED, THOSE YEARS ARE OPEN FOR EXAMINATION FOR THREE YEARS FROM THE DATE OF THE FILING. ALL OTHER TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS INCURRED BUT NOT REPORTED -193,000. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR PROVIDES THE COMPLETED FORM TO THE PLAN ADMINISTRATOR FOR REVIEW. ONCE THE PLAN ADMINISTRATOR HAS APPROVED THE FORM, SHE SIGNS FORM 8879-TE AND SENDS IT BACK TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST BOARD OF TRUSTEES SEE PART VII FOR LISTING SEE PART IV 2K COMMERCIAL CONSTRUCTION INC 4MC CORPORATION A & R SERVICES INC ACOUSTICAL CEILING SPECIALIST ACOUSTICAL CEILINGS LLC ADVANTAGE INDUSTRIAL SYSTEMS AFL-AGC BUILDING TRADES AGILE CONSTRUCTION SERVICES LL AL SMITH MECHANICAL LTD ALBERICI CONSTRUCTORS ALLIED CONSTRUCTION ALLIED POWER SERVICES LLC AMERICAN IGLOO BUILDERS APCOM POWER INC API INC ASSOCIATED CONSTRUCTORS CO IN ATLANTIC PLANT MAINTENANCE AUPPERLE WILLIAM & SONS INC AXIS MECHANICAL GROUP AZCO INC BABCOCK & WILCOX SOLAR ENERGY BARBER & DEATLEY INC BARTON MALOW COMPANY BEDROCK PAINTING INC BENCHMARK CABINETS & MILLWORK BERGLUND CONSTRUCTION COMPANY BIG O SERVICES LLC BISHOP BROTHERS INC BLACK ROCK CONSTRUCTION SERVIC BORCHERS' DECORATING BOWEN ENGINEERING CORPORATION BRANDSAFWAY INDUSTRIES LLC BROCK INDUSTRIAL SERVICES BROEREN RUSSO CONSTRUCTIONIN BUILDERS SALES & SERVICE CO BUILT UNITED LLC BYRNE & JONES CONSTRUCTION CE 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SERVICES INC UNIVERSAL PLANT SERVICES US INSULATION LLC (GOLEY IND) VALLEY CONSTRUCTION COMPANY VEE-JAY CEMENT CONTRACTING CO VERMILION MILLWORKS LLC VEYA INC VISSERING CONSTRUCTION VON ALST OPERATING LLC W F JOHNSTON CONSTRUCTION IN WAGNER INSULATION WATER COOLING EQUIPMENT INC WATERKOTTE CONSTRUCTION INC WEEDMAN DOOR & HARDWARE WEITEKAMP REFRIGERATION WEITZ INDUSTRIAL A DIVISION WENGER TRAFFIC CORPORATION WHITE CONSTRUCTION INC WIES DRYWALL AND CONSTRUCTION WILEY INTERIORS WILLIAM CHARLES CONSTRUCTION C WILLIAMS BROS CONST INC WINGLE CONSTRUCTION WRIGHT-WAY INTERIOR SYS LLC WT BUILDERS XPR CONSTRUCTION INC XTREME TURF INC ZOBRIST N & SONS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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.