2025-03-14T12:14:35-05:00 2024-04-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 61108 990 2023-05-01 204871642 NORTHERN ILLINOIS WELFARE FUND NORT 8153160645 6815 WEAVER ROAD ROCKFORD IL 61114 ROCKY RAIKES TRUSTEE 8153160645 2025-03-14 1 1 CRAIG A GUGLIEMETTI P00230716 8153997700 2025-03-14 2023 2025-03-06 01:10:19Z ROCKY RAIKES 6815 WEAVER ROAD ROCKFORD IL 61114 1771034 0 X N/A X 2006 IL HEALTH & WELFARE BENEFITS. 10 10 0 10 0 0 0 0 1757962 1691351 59719 79683 0 0 1817681 1771034 0 0 1330278 1539927 0 0 0 0 0 70767 77373 1401045 1617300 416636 153734 3572845 3793193 0 0 3572845 3793193 PROVIDING HEALTH AND WELFARE BENEFITS FOR ELIGIBLE ACTIVE AND RETIRED EMPLOYEES, INCLUDING ELIGIBLE DEPENDENTS, OF VARIOUS PARTICIPATING LOCAL UNION MEMBER EMPLOYERS LOCATED IN NORTHERN AND CENTRAL ILLINOIS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO ALL CURRENT EMPLOYEES AND RETIREES OF THE PARTICIPATING LOCALS AND THEIR ELIGIBLE DEPENDENTS COVERED UNDER THE PLAN. 2,632 PARTICIPANTS AT YEAR END. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JAMES WRIGHT 8153125760 6815 WEAVER RD ROCKFORD IL 61114 X DAVID ANSPAUGH TRUSTEE 2.00 X 0 0 0 KEN DIEHL TRUSTEE 2.00 X 0 0 0 CHRIS KIME TRUSTEE 2.00 X 0 0 0 JAMIE LAWSON TRUSTEE 2.00 X 0 0 0 VICTOR MANCILLA TRUSTEE 2.00 X 0 0 0 ROCKY RAIKES TRUSTEE 2.00 X 0 0 0 FORTUNATO SALAMONE TRUSTEE 2.00 X 0 0 0 MIKE SMITH TRUSTEE 2.00 X 0 0 0 GLEN TURPOFF TRUSTEE 2.00 X 0 0 0 MIKE TUTHILL TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 UNION CONTRIBUTIONS 525100 1691351 1691351 1691351 79683 79683 1771034 1691351 0 79683 1539927 6517 16950 11750 ADMINISTRATIVE EXPENSE 42156 1617300 1842388 343459 205000 724914 66259 15366 138324 158474 853829 2033226 467034 517754 11 0 3572845 3793193 0 0 X 1636144 1636144 0 0 1936701 2157049 3572845 3793193 3572845 3793193 153734 66614 0 X X 0 1 X 1 0 0 ASSET BACKED SECURITIES 3246 F EQUITY INVESTMENTS 12479 F UNIT INVESTMENT TRUSTS 23218 F GUARANTEED INVESTMENT CONTRACT 478811 F 517754 X 1837648 66614 66614 1771034 0 1771034 1617300 0 1617300 0 1617300 PART X, LINE 2: THE IRS HAS DETERMINED AND INFORMED THE PLAN BY A LETTER DATED FEBRUARY 22, 2007, THAT THE PLAN AND RELATED TRUST ARE DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE PLAN IS QUALIFIED AND THE RELATED TRUST IS TAX-EXEMPT. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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 6 MEMBERS OF CONTRIBUTION UNION LOCALS ARE PARTICIPANTS IN THE FUND. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE UNION LOCALS ELECT TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS A COPY OF THE RETURN PRIOR TO SIGNING. EACH TRUSTEE APPROVES THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE TRUSTEES AND REVIEWED BY ALL TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VIII, LINE 3: INVESTMENT INCOME IS EXEMPT SINCE THE FUND IS A COLLECTIVELY BARGAINED PLAN AS DESCRIBED UNDER CODE SECTION 419(A)(F)(5)(A). 123 LABOR INC CONTRIBUTING EMPLOYER 0 4 M C CORPORATION CONTRIBUTING EMPLOYER 0 A F E CONSTRUCTION CONTRIBUTING EMPLOYER 0 A HORN INC CONTRIBUTING EMPLOYER 0 A T C CONCRETE CUTTING INC CONTRIBUTING EMPLOYER 0 ABBEY PAVING & SEALCOATING CO INC CONTRIBUTING EMPLOYER 0 ACCESS CONTROL CO INC CONTRIBUTING EMPLOYER 0 ACURA INC CONTRIBUTING EMPLOYER 0 ADJUSTABLE FORMS INC CONTRIBUTING EMPLOYER 0 ADVANCED ASPHALT CO CONTRIBUTING EMPLOYER 0 ADVANTAGE PAVING SOLUTIONS CONTRIBUTING EMPLOYER 0 ALDRIDGE ELECTRIC INC CONTRIBUTING EMPLOYER 0 ALLIANCE CONTRACTORS INC CONTRIBUTING EMPLOYER 0 ALLIANCE DEMO & EXCAV SERVS INC CONTRIBUTING EMPLOYER 0 ALLIED POWER SERVICES LLC CONTRIBUTING EMPLOYER 0 ALPINE DEMOLITION SERVICES LLC CONTRIBUTING EMPLOYER 0 ANDERSON COMMERCIAL CNCRT CONTRIBUTING EMPLOYER 0 ANDERSON CONCRETE CONSTR CONTRIBUTING EMPLOYER 0 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