2025-04-13T09:45:24-05:00 2024-05-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-06-01 390855190 IRON WORKERS LOCAL 8 WELFARE FUND IRON 8002724248 625 ENTERPRISE DRIVE OAK BROOK IL 60523 CHARLIE FALKNER SECRETARY/TREASURER 8002724248 2025-04-12 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-04-07 2023 2025-03-06 01:10:19Z CHARLIE FALKNER 625 ENTERPRISE DRIVE OAK BROOK IL 60523 21935929 0 X N/A X 1952 WI TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. 8 4 34 8 0 0 0 0 16617300 18668496 2165271 2115136 0 379061 18782571 21162693 0 0 18156814 17436627 0 0 0 0 0 2485417 2683009 20642231 20119636 -1859660 1043057 47199363 51246387 2468210 2862754 44731153 48383633 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 0 0 TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 115 0 34 1 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT MANAGEMENT GROUP INC 8002724248 12034 WEST ADLER LANE MILWAUKEE WI 53214 MIKE HENKE CHAIRMAN 0.25 X X 0 0 0 TIM ROMAN TRUSTEE 1.00 45.00 X 0 108338 91579 BRIAN MCCAMBRIDGE TRUSTEE 1.00 45.00 X 0 108563 91579 MARC LAURET TRUSTEE 0.25 X 0 0 0 PETE KLOSTERMAN TRUSTEE 0.25 X 0 0 0 MATT MARCELLIS TRUSTEE 0.25 X 0 0 0 CHARLIE FALKNER SECRETARY/TREASURER 0.25 50.00 X X 0 121616 97093 JOHN RAUCH TRUSTEE 0.25 2.00 X 0 7593 3718 0 346110 283969 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 1520 KENSINGTON RAOD STE 200 OAK BROOK IL 60523 ADMINISTRATION 451627 1 EMPLOYERS' CONTRIB. NET 230000 15579360 15579360 SELF-PAYMENT CONTRIB. 230000 3089136 3089136 18668496 1195284 1195284 1693088 773236 919852 919852 919852 STOP-LOSS RECOVERIES 900099 379061 379061 379061 21162693 19047557 0 2115136 17436627 425027 166727 28560 92206 133693 68208 2565 11568 FUTURE BENEFIT PROGRAM 969348 COST CONTAINMENT EXPENS 649746 LIFE, ACCIDENTAL DEATH 71997 EMPLOYEE ASSISTANCE PRO 34006 29358 20119636 3376641 3208411 478556 933827 1517430 1989197 51646 116484 30550870 33712603 11224220 11285865 47199363 51246387 136481 185411 2331729 2677343 2468210 2862754 X 0 0 0 0 44731153 48383633 44731153 48383633 47199363 51246387 1043057 2609423 0 X 0 1 X 1 0 0 NIS INTERMEDIATE FIXED INCOME FUND, LLC 11285865 F 11285865 BENEFIT PROGRAM COSTS 790543 CLAIMS PAYABLE 1886800 2677343 X 23300849 2609423 2609423 20691426 92206 379061 471267 21162693 19385069 -379061 -379061 19764130 92206 263300 355506 20119636 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP 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 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: STOP-LOSS ADJUSTMENT 379,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: STOP-LOSS ADJUSTMENT -379,061. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO BENEFITS PAYABLE 263,300. 0 0 0 CHARLIE FALKNER SECRETARY/TREASURER 0 121616 0 0 0 0 0 71853 0 25240 0 218709 0 0 BRIAN MCCAMBRIDGE TRUSTEE 0 108563 0 0 0 0 0 65687 0 25892 0 200142 0 0 TIM ROMAN TRUSTEE 0 108338 0 0 0 0 0 65687 0 25892 0 199917 0 0 PART I, LINE 3 THE RELATED ORGANIZATOIN'S OFFICERS' WAGES ARE SET IN THE LOCALS BYLAWS BASED ON A SET NUMBER OF HOURS FOR THE GENERAL FOREMAN AND SALARIES INCREASE WITH THE WAGE SCALE. FORM 990, PART VI, SECTION A, LINE 7A BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND 3333 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53222 390855190 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY IRON WORKERS LOCAL 8 DEFENSE FUND MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL JOINT APPR & TRAINING FUND RIDGWAY LLC AGM ERECTING LLC IRONWORX LLC KRAEMER NORTH AMERICA LLC MEDICAL SUPPORT SYSTEMS LLC HARRIS REBAR PLACING LLC KOKOSING ALBERICI LLC A LINDBERG & SONS INC A & A ERECTING COMPANY INC AREA ERECTORS INC ARS CONTRACTING INC AZCO INC B & D CONTRACTORS INC BADGERLAND METAL BUILDING ERECTORS BANE NELSON INC BARNHART CRANE & RIGGING CO BEE STEEL INC BESON & HOULE LLC BEST ERECTORS INC C R MEYER & SONS COMPANY CALLOWAY ARCHITECTURAL SALVAGE CAPITAL STEEL ERECTORS INC CD SMITH CONSTRUCTION INC CHILSTROM ERECTING COMPANY CHOCOLAY IRONWORKS CLOSNER CONSTRUCTION & SALE CONSTRUCTION SUPPLY & ERECTION COXSEE BUILDERS DOBSON INDUSTRIAL INC DORAL CORP DUBURG IRON WORKS INC DUWE METAL PRODCUTS INC FA INDUSTRIAL SERVICES INC GUNDLACH CHAMPION INC HENNES SERVICES CO HI BOOM ERECTING INDUSTRIAL CONST SPECIALIST INTERSTATE ERECTING INC J H FINDORFF & SON INC JM STEEL INC JP CULLEN & SONS INC LAKEHEAD CONSTRUCTORS INC MARSHALL HANES STEEL ERECTORS METCON BUILDING SYSTEMS INC MIDWEST STAIRS & IRON INC MIRON CONSTRUCTION CO INC MKE IRON ERECTORS INC NATIONAL MACHINERY & CONVEYOR NUSTRUCTURES INC PAULY JAIL BUILDING CO INC PERMASTEELISA CLADDING TECH LTD PRIME INDUSTRIAL CONTRACTORS PW WALSH & CO QUICKFAB WELDING & ERECTING RED CEDAR STEEL ERECTORS REGER COMPANIES INC REYNOLDS RIGGING & CRANE REYNOLDS TRANSFER & STORAGE ROY NESS CONTRACTING & SALES SCHMIDT STEEL INC SPE INC STRONGHOLD INDUSTRIES INC SULLIVAN DESIGN BUILDING THE BOLDT COMPANY USA HOIST CORPORATION VMI WAUKESHA CRANE WISCONSIN REBAR INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THEY ARE: ADVANCE STEEL ERECTION INC, ADVANCED STEEL ERECTORS, BAKE'S STEEL ERECTORS, C&B GLASS, INC., ESW PLANT SERVICES, LLC, FIVE STAR REBAR LLC, GM MCCROSSIN INC, GREAT LAKES ERECTING LLC, HOOSIER CRANE SERVICES COMPANY, IMPACT IRON LLC, JACKSON FIELD WELDING SERVICE INC., M.A. MORTENSON COMPANY, MICHELS CONSTRUCTION, NAES POWER CONTRACTORS, PRECISION ARCH GLASS & METAL, PSC CRANE & RIGGING, REFLECTION WINDOW + WALL, SCHECK MECHANICAL CORPORATION, SONGER SERVICES, INC., STRESCORE INC., US ERECTORS, INC., VIKING ERECTORS CORP, WALLNER INDUSTRIAL, WILLIAMS STEEL ERECTORS.