2025-08-12T13:00:35-05:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 203473925 LOCAL 649 HEALTH REIMBURSEMENT ACCOUNT PLAN LOCA 3096970070 6408 WEST PLANK ROAD PEORIA IL 61604 MICHAEL HIGH TRUSTEE 3096970070 2025-08-07 1 1 JENNIFER L SMITH P01207947 3096822001 2025-08-07 2024 2025-03-06 01:10:19Z MICHAEL HIGH 6408 WEST PLANK ROAD PEORIA IL 61604 194757 0 X N/A X 2005 IL TO PERMIT ELIGIBLE PARTICIPANTS TO OBTAIN REIMBURSEMENT OF CERTAIN QUALIFIED MEDICAL EXPENSES. 6 6 0 0 0 0 0 0 0 0 33117 33557 0 161200 33117 194757 0 0 22812 16803 0 0 0 0 0 28434 26684 51246 43487 -18129 151270 668824 834467 63407 77780 605417 756687 TO PERMIT ELIGIBLE PARTICIPANTS TO OBTAIN REIMBURSEMENT OF CERTAIN QUALIFIED MEDICAL EXPENSES. 0 0 REIMBURSEMENT OF PARTICIPANTS MEDICAL EXPENSES 0 0 0 0 0 0 0 0 0 0 0 0 1 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 2 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 X THE ORGANIZATION 3096970070 6408 WEST PLANK ROAD PEORIA IL 61604 X DARREN SMITH CHAIRMAN 1.00 X X 0 0 0 MIKE HIGH TRUSTEE 1.00 X X 0 0 0 TOM MEISCHNER TRUSTEE 1.00 X 0 0 0 JOHN BASHAM TRUSTEE 1.00 X 0 0 0 MICHAEL CULLINAN TRUSTEE 1.00 X 0 0 0 JOE VANDRAN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 33557 33557 TRANSITIONAL REINSURAN 900099 161200 161200 161200 194757 161200 0 33557 16803 1785 7100 750 18 209 121 SALARY REIMBURSEMENT 14914 PCORI FEES 1787 43487 1004 1000 664831 669852 49 48 2940 163567 668824 834467 2164 1742 61243 76038 63407 77780 X 605417 756687 605417 756687 668824 834467 X 151270 0 X 0 1 X 1 0 0 INTEREST RECEIVABLE 2367 TRANSITIONAL REINSURANCE FEE 161200 163567 DUE TO RELATED PARTIES 76038 76038 X 194007 0 194007 750 750 194757 42737 0 42737 750 750 43487 PART X, LINE 2: THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS (IN LIQUIDATION) ARE $0. THE LIQUIDATION BASIS OF ACCOUNTING REQUIRES 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) 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. FORM 990, PART VI, SECTION B, LINE 11B THE FUND AUDITOR PREPARES THE RETURN AND IT IS REVIEWED BY A TRUSTEE BEFORE IT IS FILED ELECTRONICALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. LINE 2C THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. OPERATING ENGINEERS LOCAL 649 ANNUITY FUND 6408 W PLANK ROAD PEORIA IL 61604 371291915 DEFINED CONTRIBUTION PLAN IL 501(C)(9) 0 LOCAL 649 OPERATING ENGINEERS APPRENTICESHIP TRUST FUND 7121 W SCHOOLHOUSE LANE BARTONVILLE IL 61607 370920330 APPRENTICE TRAINING FUND IL 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0