2025-07-14T17:11:28-05:00 2024-08-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-09-01 391365594 IRON WORKERS LOCAL 383 HEALTH CARE PLAN IRON 6082789500 2901 WEST BELTLINE HIGHWAY MADISON WI 53713 ANTHONY ANASTASI CHARIMAN 6082789500 2025-07-14 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-07-14 2023 2025-03-06 01:10:19Z ANTHONY ANASTASI 2901 WEST BELTLINE HIGHWAY MADISON WI 53713 8676957 0 X N/A X 1980 WI HEALTH AND WELFARE PLAN 8 6 13 8 0 0 0 0 7107685 7562404 130613 101287 0 0 7238298 7663691 0 0 5713006 4344902 0 0 0 0 0 2471749 2483728 8184755 6828630 -946457 835061 4459085 5416679 6583644 6527009 -2124559 -1110330 HEALTH AND WELFARE PLAN 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 1 273 0 13 1 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 6082789500 2901 WEST BELTLINE HWY MADISON WI 537134226 TIM DEMINTER CHAIRMAN - TRUSTEE 1.00 40.00 X X 0 95857 81860 ANTHONY ANASTASI TRUSTEE 1.00 40.00 X 0 95246 81542 BARRY SCHOLZ SECRETARY/TREASURER 1.00 X X 0 0 0 DUWAYNE KNOBLOCH TRUSTEE 1.00 X 0 20064 15337 JOHN RILEY TRUSTEE 1.00 X 0 0 0 JOHN FELLER TRUSTEE 1.00 X 0 0 0 ADAM MAVES TRUSTEE 1.00 X 0 99138 76682 GUS SCHULTZ TRUSTEE 1.00 X 0 0 0 0 310305 255421 0 0 1 0 BPA OF WISCONSIN 2901 W BELTLINE HWY STE 100 MADISON WI 537134231 PLAN ADMINISTRATION 294651 ANTHEM BLUE CROSS AND BLUE SHIELD PO BOX 105187 ATLANTA GA 303485187 CLAIMS PROCESSING 195927 2 EMPLOYER CONTRIBUTIONS 900099 7175003 7175003 SELF-PAYMENT CONTRIBUTI 900099 387401 387401 7562404 113125 113125 1001428 1013266 -11838 -11838 -11838 7663691 7562404 0 101287 4344902 266022 9799 10661 73336 6814 1813 4931 HRA REIMBURSEMENTS 965286 STOP LOSS PREMIUMS 566385 MEDICARE ADVANTAGE PREM 226050 PPO SERVICE ADMIN FEES 162282 190349 6828630 666259 997966 54613 54613 884891 1001456 93554 88118 2759768 3274526 4459085 5416679 333054 419460 6250590 6107549 6583644 6527009 X 0 0 0 0 -2124559 -1110330 -2124559 -1110330 4459085 5416679 835061 179168 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS PAYABLE 534000 HRA LIABILITY 5573549 6107549 X 7832198 179168 179168 7653030 10661 10661 7663691 6899269 0 6899269 10661 -81300 -70639 6828630 PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED NOVEMBER 1981, STATING THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. 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 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 XII, LINE 4B - OTHER ADJUSTMENTS: CURRENT YEAR CHANGE IN BENEFIT OBLIGATIONS -81,300. 0 0 0 TIM DEMINTER CHAIRMAN - TRUSTEE 0 95857 0 0 0 0 0 64306 0 17554 0 177717 0 0 ANTHONY ANASTASI TRUSTEE 0 95246 0 0 0 0 0 63988 0 17554 0 176788 0 0 ADAM MAVES TRUSTEE 0 99138 0 0 0 0 0 60718 0 15964 0 175820 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO OTHER COMMITTEES WITH AUTHORITY BESIDES BOARD OF TRUSTEES (GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEWS 990 WITH ACCOUNTANT BEFORE MANUALLY SIGNED BY OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL TRUSTEE QUESTIONNAIRE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR VIEWING DURING NORMAL FUND OFFICE BUSINESS HOURS. IRONWORKERS LOCAL NO 383 UNION 5501 MANUFACTURERS DRIVE MADISON WI 53704 390670326 LABOR UNION WI 501(C)(5) 0 IRONWORKERS LOCAL NO 383 TRAINING PROGRAM TRUST 2901 WEST BELTLINE MADISON WI 537134226 237218726 TRAINING PROGRAM WI 501(C)(3) 0 BOARD OF TRUSTEES OF IRON WORKERS LOCAL 383 HEALTH CARE PLAN 2901 WEST BELTLINE MADISON WI 53713 391365594 SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) WI 501(C)(9) 0 INDUSTRIAL CONSTRUCTION SELDEN AREA ERECTORS INC BAGERLAND METAL BUILDINGS INC CD SMITH & SON CHILSTROM ERECTING CO CR MEYER & SONS HI-BOOM ERECTING INC JH FINDORFF & SON JP CULLEN & SONS INC KENNETH F SULLIVAN CO MIRON CONSTRUCTION CO INC MODERN CRANE SERVICE RED CEDAR STEEL ERECTORS REYNOLDS RIGGING AND CRANE REYNOLDS TRANSFER & STORAGE SPE INC THE BOLDT COMPANY TNT REBAR LLC WISCONSIN REBAR INC WHITE CONSTRUCTION INC DUWE METAL PRODUCTS INC STRONGHOLD INDUSTRIES 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II-IV IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: AMG ERECTING LLC, ADVANCED CRANE TECHNICIAN, AMERICAN RIGGING & MILLWORK, AURORA ERECTORS, INC., AZCO, BESON & HOULE, LLC, BALD EAGLE ERECTORS, INC., CALIFORNIA IW, CAPITAL STEEL ERECTORS, CARY SPECIALIZES SERVICES, CEDAR VALLEY STEEL, INC., CHICAGO STEEL CONT., LLC, CONCRETE SYSTEMS, CONSTRUCTION SUPPLY & ERECTION, DANNYS CONSTRUCTION COMPANY LLC, DORAL CORPORATION, FIVE STAR REBAR, FOWLER & HAMMER, HARMON INC., HARRIS DAVIS REBAR LLC, HOSS STEEL SOLUTIONS, INC., I.W #25, I.W. LOCAL #395, I.W. LOCAL 8, I.W. LOCAL 378, I.W. TRI-STATE, KADILEX CONSTRUCTION, KRAEMER NORTH AMERICAN LLC, LAKE CITY GLASS, LEWIS CONSTRUCTION, LILJA INDUSTRIAL CONST, MCCARTHY BUILDING COMPANIES INC., MICHELS CONSTRUCTION INC., MIDWEST STAIRS & IRON, INC., MILWAUKEE IRON ERECTORS, NORTHWEST REBAR, NORTHWESTERN I.W., PRICE ERECTION CO., INC., PROFESSIONAL STEEL SERVICE, QUICKFAB WELDING & ERECTING, SCHNECK MECHANICAL CORP, SCHMIDT STEEL, INC., STRUCTURFLEX LLC, TRI-CITY IRONWORKERS, TWIN CITIES IW, UNITED STEEL WORKS, AND WEST WIND REINFORCING LLC.