2025-10-01T11:43:35-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 362242666 AUTOMATIC SPRINKLER LOCAL 281 UA WELFARE FUND AUTO 7085971832 11900 S LARAMIE AVENUE ALSIP IL 60803 BRYAN LAROCHE CHAIRMAN 7085971832 2025-10-01 1 0 CHRISTOPHER FRANZ P01456588 3123680500 2025-10-01 2024 2025-03-06 01:10:19Z BRYAN LAROCHE 11900 S LARAMIE AVENUE ALSIP IL 60803 32493651 0 X WWW.SPRINKLERFITTERCHICAGO.ORG X 1952 IL PROVIDE HEALTH BENEFITS 4 2 41 0 0 0 0 0 27559631 28730662 1299162 1699642 5592 5948 28864385 30436252 0 0 23862440 25373914 871821 878239 0 0 0 706925 869490 25441186 27121643 3423199 3314609 49863793 55502642 304023 323845 49559770 55178797 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 58 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 X TIM MORRIN 7085971832 11900 S LARAMIE AVENUE ALSIP IL 60803 X NEAL MCLAUGHLIN TRUSTEE 1.00 1.00 X 0 3702 1736 ALEX SIU TRUSTEE 3.00 X 0 0 0 BRYAN LAROCHE CHAIRMAN, TRUSTEE 1.00 50.00 X X 0 217383 140398 LANCE GUNNELLS SECRETARY, TRUSTEE 3.00 X X 0 0 0 TIM MORRIN FUND ADMINISTRATOR 40.00 10.00 X 0 214305 138751 KELLY LAVKO ASST. FUND ADMINISTRATOR 40.00 X 137805 0 52396 137805 435390 333281 1 0 1 0 BCBS OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 BENEFIT CONTRACT ADMINISTRATOR 520196 PAYDHEALTH LLC 4100 ALPHA ROAD SUITE 500 DALLAS TX 75244 BENEFIT CONSULTANT 298403 MAXOR PLUS 320 S POLK SUITE 100 ARMARILLO TX 79101 PRESCRIPTION BENEFIT PROVIDER 181783 HINES & ASSOCIATES 115 EAST HIGHLAND AVENUE ELGIN IL 60120 CASE MANAGEMENT SERVICES 169520 INCLUDED HEALTH INC 1 CALIFORNIA STREET SUITE 2300 SAN FRANCISCO CA 94111 HEALTHCARE PLATFORM 127649 7 CONTRACTOR CONTRIBUTIONS 900099 25414856 25414856 PRESCRIPTION REBATES 900099 1670415 1670415 PARTICIPANT & RETIREE CONTRIBUTIO 900099 961955 961955 COBRA AND HEALTH PREMIUM SUBSIDIE 900099 630458 630458 NEGOTIATED SETTLEMENTS 900099 52978 52978 28730662 1682041 1682041 2075000 2057399 17601 17601 17601 OTHER INCOME 900099 5948 5948 5948 30436252 28730662 0 1705590 25373914 263821 379410 90466 86485 58057 124381 51915 93650 53000 252052 167135 19200 8079 6380 36469 ACA RECEIVABLE ADJUSTME 43604 FEES MANDATED BY ACA 9139 DUES & SUBSCRIPTIONS 4486 27121643 255148 233726 2317014 2136260 3794438 3593381 233351 360505 178238 164191 19174 14047 27700273 31520622 15544395 17644101 49863793 55502642 123387 182491 180636 141354 304023 323845 X 0 0 0 0 49559770 55178797 49559770 55178797 49863793 55502642 3314609 2304418 0 X 0 1 X 1 0 178238 164191 14047 14047 COMMINGLED INVESTMENT FUNDS 17644101 F 17644101 X 32603416 2304418 -43604 2260814 30342602 93650 93650 30436252 26984389 0 26984389 93650 43604 137254 27121643 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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 2D - OTHER ADJUSTMENTS: WRITE DOWN OF ACA REFUND RECEIVABLE -43,604. PART XII, LINE 4B - OTHER ADJUSTMENTS: WRITE DOWN OF ACA REFUND RECEIVABLE 43,604. X X 0 0 0 BRYAN LAROCHE CHAIRMAN, TRUSTEE 0 216627 0 0 0 756 0 102278 0 38120 0 357781 0 0 TIM MORRIN FUND ADMINISTRATOR 0 209644 0 0 0 4661 0 100631 0 38120 0 353056 0 0 KELLY LAVKO ASST. FUND ADMINISTRATOR 137805 0 0 0 0 0 22355 0 30041 0 190201 0 0 0 PART I, LINE 3 THE COMPENSATION LEVELS OF THE PLAN'S EMPLOYEES ARE REVIEWED ANNUALLY THROUGH THE USE OF A COMPENSATION STUDY OF LIKE-SIZED WELFARE FUNDS IN THE CHICAGO-LAND AREA. COMPENSATION LEVELS ARE THEN APPROVED BY THE BOARD OF TRUSTEES. MARY MITCHELL EMPLOYEE 103029 MARY MITCHELL IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS MARY MITCHELL A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. MARY MITCHELL IS A FAMILY MEMBER OF FORMER TRUSTEE THOMAS COLLINS. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND PLAN ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 15B THE PLAN ADMINISTRATOR'S COMPENSATION PACKAGE IS DETERMINED USING COMPARABILITY DATA PRESENTED BY FUND COUNSEL AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VI, LINE 12A: THE PLAN DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY AS THE TRUSTEES BELIEVE THAT THE GENERAL CONFLICT STANDARDS OF ERISA PROVIDES SUFFICIENT FIDUCIARY COVERAGES FOR THE PLAN. FORM 990, PART VII, LINE 1A: THE LOCAL UNION INITIALLY PAYS FOR THE ADMINISTRATOR'S SALARY AND BENEFITS. AMOUNTS ARE REIMBURSED ON A MONTHLY BASIS BASED ON AN ALLOCATION APPROVED BY THE TRUSTEES. PLAN ADMINISTRATOR, TIM MORRIN, RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE PLAN DURING THE YEAR. AS A CONTRIBUTING EMPLOYER TO THE FUND, SPRINKLER FITTERS AND APPRENTICES LOCAL UNION NO. 281, U.A. (THE LOCAL) IS CONSIDERED RELATED TO THE PLAN UNDER THIS FORM'S DEFINITION OF RELATED ENTITIES. DURING 2024, THE LOCAL PAID MR. MORRIN $153,801 IN SALARY AND CONTRIBUTED $31,174 IN NONTAXABLE BENEFITS AND $78,846 IN DEFERRED COMPENSATION TO VARIOUS TRUST FUNDS. THESE AMOUNTS ARE INCLUDED ON PAGE 10, PART IX, LINE 5. 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