2026-06-03T12:31:37-05:00 2025-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2025-01-01 366157689 NORTHERN ILLINOIS AND IOWA LABORERS' HEALTH & WELFARE TRUST NORT 3097863361 2837 7TH AVENUE ROCK ISLAND IL 61201 BRADLY LONG TRUSTEE 3097863361 2026-06-02 1 JOSHUA BIERBACH P01449255 4142717800 2026-05-22 2025 2025-03-06 01:10:19Z BRADLY LONG 2837 7TH AVENUE ROCK ISLAND IL 61201 20821659 0 X N/A X 1967 IL THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS. 6 6 5 0 0 0 0 0 5720542 5208908 2499586 2181415 1456680 2030116 9676808 9420439 0 0 5474174 6506628 267005 322581 0 0 0 1164336 1302220 6905515 8131429 2771293 1289010 43289758 45959208 6932870 6567922 36356888 39391286 X THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS. 0 0 8131429 7239024 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS. 8131429 0 0 0 0 0 0 0 0 0 1 0 0 0 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 70 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X SAMANTHA GANGE 3097863361 2837 7TH AVENUE ROCK ISLAND IL 61201 MIKE HOWARD TRUSTEE 3.00 X 0 0 0 BJ SORENSEN TRUSTEE 3.00 X 0 0 0 TIMOTHY FOSTER TRUSTEE 3.00 X 0 0 0 DAVID ADAMS TRUSTEE 3.00 X 0 0 0 BRADLY LONG TRUSTEE 3.00 X 0 0 0 PAUL FOLEY TRUSTEE 3.00 X 0 0 0 JULIE LAGE ADMINISTRATOR 40.00 X 109038 0 35909 SAMANTHA GANGE ADMINISTRATOR 40.00 X 0 0 0 109038 0 35909 1 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 4892639 4892639 SELF PAY CONTRIBUTIONS 525100 316269 316269 5208908 1151996 1151996 12430639 11401220 1029419 1029419 1029419 RECIPROCAL TRANSFERS 525100 1336186 1336186 RETIREE SUPPLEMENT 525100 663888 663888 MISCELLANEOUS 525100 30042 30042 2030116 9420439 7239024 0 2181415 6506628 6506628 144947 144947 113700 113700 44880 44880 19054 19054 94765 94765 32500 32500 244281 244281 53968 53968 1021 1021 8450 8450 11767 11767 2142 2142 13605 13605 RECIPROCAL TRANSFER 437104 437104 CLAIMS ADMINISTRATION 297716 297716 CONSULTING 38005 38005 PREFERRED PROVIDER OPTI 27238 27238 39658 39658 8131429 8131429 0 0 20 20 1456725 1420302 710161 753645 13317 12318 31466 27522 6086 3944 40827365 43541749 276084 227230 43289758 45959208 262808 272506 6670062 6295416 6932870 6567922 X 36356888 39391286 36356888 39391286 43289758 45959208 X 1289010 1059758 685630 X X 0 1 X 1 0 31466 27522 3944 3944 ESTIMATED FUTURE BENEFITS - PARTICIPANTS ELIGIBILITY 6295416 6295416 X 9798812 1059758 1059758 8739054 244281 437104 681385 9420439 7139060 0 7139060 244281 748088 992369 8131429 PART X, LINE 2: THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 28, 1967, STATING THAT THE PLAN IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. 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 TO 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 DEPARTMENT OF LABOR OR INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN 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. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE PLAN IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL AGREEMENTS 437,104. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL AGREEMENTS 437,104. CHANGE IN BENEFIT OBLIGATIONS PAYABLE 310,984. FORM 990, PART VI, SECTION A, LINE 6 THE PLAN AND RELATED TRUST WERE ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE LABORERS' INTERNATIONAL UNION OF NORTH AMERICA, LOCAL UNION NO. 309, AFL-CIO THE QUAD CITY BUILDERS ASSOCIATION, INC., AND THE ASSOCIATED CONTRACTORS OF THE QUAD CITIES. THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO FULLTIME PARTICIPANTS AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS. RETIRED MEMBERS ARE ENTITLED TO SIMILAR HEALTH BENEFITS PROVIDED THEY CONTINUE TO REMIT THE MONTHLY PREMIUMS DETERMINED PERIODICALLY BY THE PLAN AS A SELF-PAY MEMBER. FOR EVERY HOUR THAT A PARTICIPANT WORKS, THE UNION CONTRACTOR IS REQUIRED TO PAY A CONTRACTUAL RATE TO FUND THE HEALTH AND WELFARE PLAN. FORM 990, PART VI, SECTION B, LINE 11B THERE IS A FORMAL REVIEW OF THE AUDIT REPORT WHERE BY ALL BOARD MEMBERS ARE PRESENT. FINANCIAL INFORMATION USED IN THE PREPARATION OF THE FORM 990 COMES DIRECTLY FROM THE FINAL AUDIT REPORT AND ITS DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 IN DECEMBER OF EACH YEAR THE COMPENSATION COMMITTEE CONDUCTS PERFORMANCE REVIEWS OF ALL ITS EMPLOYEES. RECOMMENDATIONS FOR INCREASE IN COMPENSATION AND BENEFITS PACKAGES ARE PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. THE COMPENSATION IS THEN DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION SENDS ALL OF ITS PARTICIPANTS A SUMMARY OF THE ANNUAL REPORT FOR THE NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST PLAN BASED ON THE FORM 5500. INCLUDED IN THE REPORT IS A SECTION EXPLAINING THE PARTICIPANT'S RIGHTS TO ADDITIONAL INFORMATION AND HOW TO OBTAIN ADDITIONAL INFORMATION FROM THE PLAN ADMINISTRATOR. PARTICIPANTS MAY WRITE OR REQUEST IN PERSON A COPY OF THE REPORT AT NO ADDITIONAL CHARGE. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, TAX RETURNS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN ACCUMULATED ELIGIBILITY CREDITS 685,630. 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE PROCESS INVOLVING THE OVERSIGHT OF THE AUDIT. 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17TH STREET MOLINE IL 61265 CONTRIBUTING EMPLOYER IL 0 G & H MASONRY 21360 - 257TH AVENUE LE CLAIRE IA 52753 CONTRIBUTING EMPLOYER IA 0 GM SIPES CONSTRUCTION INC PO BOX 109 RUSHVILLE IL 62681 CONTRIBUTING EMPLOYER IL 0 GAGNON INC 2286 CAPP ROAD ST PAUL MN 55114 CONTRIBUTING EMPLOYER MN 0 GENERAL CONSTRUCTORS NBU 480 - 42ND STREET BETTENDORF IA 52722 CONTRIBUTING EMPLOYER IA 0 GENERAL CONSTRUCTORS OF THE QC 480 - 42ND STREET BETTENDORF IA 52722 CONTRIBUTING EMPLOYER IA 0 GILLESPIE & POWERS INC 1699 HANLEY ROAD 200 SAINT LOUIS MO 63144 CONTRIBUTING EMPLOYER MO 0 GOETZ CONCRETE CONSTRUCTION 1409 NE 3RD AVENUE MILAN IL 61264 CONTRIBUTING EMPLOYER IL 0 GOETZ CONCRETE CONSTRUCTION NBU2 1409 NE 3RD AVENUE MILAN IL 61264 CONTRIBUTING EMPLOYER IL 0 GUNTHER CONSTRUCTION 816 N HENDERSON STREET GALESBURG IL 61402 CONTRIBUTING EMPLOYER IL 0 H COOPMAN TRUCKING & EXCAVATIN 3302 - 9TH STREET A MOLINE IL 61265 CONTRIBUTING EMPLOYER IL 0 HAYDEN WRECKING CORP 4201 SAINT CLAIR AVE EAST ST LOUIS IL 62203 CONTRIBUTING EMPLOYER IL 0 HEIN CONSTRUCTION CO INC 56 N CEDAR STREET GALESBURG IL 61401 CONTRIBUTING EMPLOYER IL 0 HERITAGE LANDSCAPE DESIGN INC 4500 - 49TH AVENUE MOLINE IL 61265 CONTRIBUTING EMPLOYER IL 0 HODGE CONSTRUCTION COMPANY 3416 BLACKHAWK ROAD ROCK ISLAND IL 61201 CONTRIBUTING EMPLOYER IL 0 HOERR CONSTRUCTION INC PO BOX 65 GOODFIELD IL 61742 CONTRIBUTING EMPLOYER IL 0 HOOD DEMOLITION AND EXCAVATING 17382 OLD AIRPORT ROAD RUSHVILLE IL 62681 CONTRIBUTING EMPLOYER IL 0 HOOVER CONSTRUCTION CO 302 HOOVER RD S VIRGINIA MN 55792 CONTRIBUTING EMPLOYER MN 0 I & I CONSTRUCTION 21050 NORTH BRADY STREET STE A DAVENPORT IA 52804 CONTRIBUTING EMPLOYER IA 0 ILLINOIS CIVIL CONTRACTORS 420 PINECREST DR EAST PEORIA IL 61611 CONTRIBUTING EMPLOYER IL 0 ILLINOIS DEPT OF TRANSPORTATIN 2300 S DIRKSEN PKWY SPRINGFIELD IL 62764 CONTRIBUTING EMPLOYER IL 0 INDEPENDENCE EXCAVATING INC 5720 INDEPENDENCE DRIVE SUITE 500 BRECKSVILLE OH 44141 CONTRIBUTING EMPLOYER OH 0 INSITUFORM TECHNOLOGIES 12897 MAIN STREET LEMONT IL 60439 CONTRIBUTING EMPLOYER IL 0 INTERCON CONSTRUCTION INC 5512 STATE ROAD 19 113 WAUNAKEE WI 53597 CONTRIBUTING EMPLOYER WI 0 JC DILLON INC 1515 W LUTHY DRIVE PEORIA IL 61615 CONTRIBUTING EMPLOYER IL 0 JIMMY Z MASONRY CORP 8550 RIDGEFIELD ROAD SUITE B CRYSTAL LAKE IL 60012 CONTRIBUTING EMPLOYER IL 0 JOHN ROHRER CONTRACTING CO 2820 S ROE LANE KANSAS CITY KS 66103 CONTRIBUTING EMPLOYER KS 0 K & D CUTTING AND CORING INC PO BOX 183 MILAN IL 61264 CONTRIBUTING EMPLOYER IL 0 KCM CONSTRUCTION PO BOX 425 COLONA IL 61241 CONTRIBUTING EMPLOYER IL 0 KEELEY CONSTRUCTION GROUP 500 S EWING SUTIE G SAINT LOUIS MO 63103 CONTRIBUTING EMPLOYER MO 0 KEMPER CONSTRUCTION INC 423 ENTERPRISE LANE CANTON IL 61520 CONTRIBUTING EMPLOYER IL 0 KEN CURRY CONSTRUCTION INC 1518 - 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