2026-09-17T10:13:50-05:00 2026-02-28 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD STE 103 SCHERERVILLE IN 46375 990 2025-03-01 350940329 BRICKLAYERS UNION LOCAL NO 6 OF INDIANA WELFARE FUND INDI 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 ROBERT PUZA FUND MANAGER 2197693376 2026-09-17 1 DAVID ZABRECKY P01460569 2198361065 2026-09-17 2025 ROBERT PUZA 7985 MARSHALL STREET MERRILLVILLE IN 46410 13133086 0 X N/A X 1954 IN TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 10 8 2 0 0 0 0 0 4563307 5368008 689453 593874 0 0 5252760 5961882 0 0 4985023 4331081 200546 208456 0 0 0 237194 240689 5422763 4780226 -170003 1181656 11335934 13089688 148333 84469 11187601 13005219 HEALTH BENEFIT FUND. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X ROBERT PUZA 2197693376 7985 MARSHALL STREET MERRILLVILLE IN 46410 PATRICK CLARK TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY COLVIN TRUSTEE 1.00 1.00 X 0 0 0 CHRIS DOOLIN TRUSTEE - PAST 1.00 1.00 X 0 0 0 JEFFREY CAVINDER TRUSTEE 1.00 1.00 X 0 0 0 ROBERT ZEMAITIS TRUSTEE 1.00 1.00 X 0 0 0 TIM WHITE TRUSTEE 1.00 1.00 X 0 0 0 JASON BARNARD TRUSTEE 1.00 1.00 X 0 0 0 DONALD SUMMAR TRUSTEE 1.00 1.00 X 0 109288 87730 TODD ADAMS TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL PATTERSON TRUSTEE - PAST 1.00 1.00 X 0 0 0 CHARLES ISHMAEL TRUSTEE 1.00 40.00 X 0 98434 59519 BOB WILCZYNSKI TRUSTEE 1.00 1.00 X 0 0 0 ROBERT PUZA FUND MANAGER 20.00 20.00 X 0 92211 60622 0 299933 207871 0 0 1 0 ANTHEM 220 VIRGINIA AVE INDIANAPOLIS IN 46204 PPO NETWORK PROVIDER 176041 1 EMPLOYER CONTRIBUTIONS 900099 5265500 5265500 PARTICIPANT/RETIREE CONTRIBUTIONS 900099 102508 102508 5368008 365364 365364 7399714 7171204 228510 228510 228510 5961882 5368008 0 593874 4331081 76718 62509 38787 21835 8607 44511 50786 9500 52975 6657 38320 10543 1195 1972 16482 CONTRIBUTION PROCESSING 6338 FEES MANDATED BY ACA 1410 4780226 158666 140482 122637 207572 652219 625702 21585 12646 69816 21045 3818 48771 9615310 11416325 761699 638190 11335934 13089688 132447 68111 11658 11107 4228 5251 148333 84469 X 0 0 0 0 11187601 13005219 11187601 13005219 11335934 13089688 1181656 635962 0 X 0 1 X 1 0 69816 21045 48771 48771 DUE TO RELATED PENSION FUND 5251 5251 X 6588344 635962 635962 5952382 9500 9500 5961882 4770726 0 4770726 9500 9500 4780226 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. 0 0 0 DONALD SUMMAR TRUSTEE 0 109288 0 0 0 0 0 64934 0 22796 0 197018 0 0 CHARLES ISHMAEL TRUSTEE 0 98434 0 0 0 0 0 37903 0 21616 0 157953 0 0 ROBERT PUZA FUND MANAGER 0 92211 0 0 0 0 0 38787 0 21835 0 152833 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN HAS A CONFLICT OF INTEREST POLICY TO HELP ENSURE THAT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AND ADDRESSED ON A TIMELY BASIS. IT IS THE DUTY OF THE FUND TRUSTEES AND EMPLOYEES TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS. IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT, THE PARTY-IN-INTEREST (OR ANY INTERESTED PARTY) WILL IMMEDIATELY DISCLOSE TO THE BOARD OF TRUSTEES THE EXISTENCE OF SUCH CONFLICT WITH DETAILED AND SPECIFIC FACTS. UPON DISCLOSURE, THE BOARD OF TRUSTEES WILL MEET FOR DISCUSSION AND A LEGAL OPINION IS SOUGHT WHETHER THERE IS, IN FACT, A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PAGE 1, LINE 5 AND PAGE 10 LINES 5 AND 7 THIS ENTITY SHARES EMPLOYEES WITH BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION FUND. THE PAYROLL TAX FILINGS AND FORMS W-2 FOR THESE WAGES ARE FILED BY THE PENSION FUND. THE WELFARE FUND'S SHARE OF SALARY EXPENSE FOR THESE EMPLOYEES APPEAR ON PAGE 10. THE NUMBER OF PARTICIPANTS REPORTED ON W-3 FOR PART V QUESTION 2A REPRESENTS THE NUMBER OF PARTICIPANTS WHO RECEIVED THIRD PARTY SICK PAY FROM THIS FUND DURING THE YEAR. BRICKLAYERS UNION LOCAL NO6 OF INDIANA PENSION FUND 7985 MARSHALL STREET MERRILLVILLE IN 46410 516113680 PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIES IN 401(A) N/A 0 BAC LOCAL 4 INKY 8455 MOLLER ROAD INDIANAPOLIS IN 46268 351938121 LABOR UNION IN 501(C)(5) N/A 0 BAC LOCAL 4 INKY APPRENTICE AND TRAINING PROGRAM CONTRIBUTING EMPLOYER 0 BAC 1 KENTUCKY CONTRIBUTING EMPLOYER 0 BAC 1 MINNESOTA CONTRIBUTING EMPLOYER 0 BAC 1 OREGON CONTRIBUTING EMPLOYER 0 BAC 11 INDIANA-LAFAYETTE CONTRIBUTING EMPLOYER 0 BAC 13 WISCONSIN CONTRIBUTING EMPLOYER 0 BAC 18 INDIANA-SOUTH BEND CONTRIBUTING EMPLOYER 0 BAC 18 OHIO CONTRIBUTING EMPLOYER 0 BAC 19 INDIANA-MUNCIE CONTRIBUTING EMPLOYER 0 BAC 2 NEW YORK-ALBANY CONTRIBUTING EMPLOYER 0 BAC 21 ILLINOIS CONTRIBUTING EMPLOYER 0 BAC 6 ILLINOIS CONTRIBUTING EMPLOYER 0 BAC 7 TEXAS CONTRIBUTING EMPLOYER 0 BAC 9 PENNSYLVANIA CONTRIBUTING EMPLOYER 0 BAC 1 ALABAMA CONTRIBUTING EMPLOYER 0 BAC 1 INDIANA-EVANSVILLE CONTRIBUTING EMPLOYER 0 BAC 3 INDIANA-INDIANAPOLIS CONTRIBUTING EMPLOYER 0 A HORN INC CONTRIBUTING EMPLOYER 0 A-1 GROUP LTD CONTRIBUTING EMPLOYER 0 ABLE MASONRY DEVELOPMENT CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 ADAMS MASONRY INC CONTRIBUTING EMPLOYER 0 ADVANTAGE INDUSTRIAL SYSTEMS CONTRIBUTING EMPLOYER 0 AMEX NOOTER LLC CONTRIBUTING EMPLOYER 0 ART MOSAIC & TILE CONTRIBUTING EMPLOYER 0 BASIC BROTHERS INC CONTRIBUTING EMPLOYER 0 BELDON INTERIORS INC CONTRIBUTING EMPLOYER 0 BERGLUND CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 BEST BRICK WASHING INC CONTRIBUTING EMPLOYER 0 BISCO REFRACTORIES CONTRIBUTING EMPLOYER 0 BOUCHARD MASONRY CONTRIBUTING EMPLOYER 0 BRUNO'S TUCKPOINTING INC CONTRIBUTING EMPLOYER 0 C & S MASONRY RESTORATION LLC CONTRIBUTING EMPLOYER 0 COBA TILE CONTRIBUTING EMPLOYER 0 COLVIN MASONRY INC CONTRIBUTING EMPLOYER 0 CORESLAB STRUCTURES INC CONTRIBUTING EMPLOYER 0 CUSTOM MASONRY RESTORATION CONTRIBUTING EMPLOYER 0 DOUGLAS FLOOR COVERING INC CONTRIBUTING EMPLOYER 0 EMPIRE REFRACTORY SERVICES-IN CONTRIBUTING EMPLOYER 0 F & J MASONRY CLEANING LLC CONTRIBUTING EMPLOYER 0 FABCON INC CONTRIBUTING EMPLOYER 0 FE MORAN INC INDUSTRIAL CONTRIBUTING EMPLOYER 0 FLUOR CONSTRUCTORS-REFRACTORY CONTRIBUTING EMPLOYER 0 FOSBEL INC CONTRIBUTING EMPLOYER 0 GAGNON INC CONTRIBUTING EMPLOYER 0 GARIUP CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 GLASROCK PRODUCTS INC CONTRIBUTING EMPLOYER 0 GOUGH INC CONTRIBUTING EMPLOYER 0 HAGERMAN CONSTRUCTION CONTRIBUTING EMPLOYER 0 HALYARD CORPORATION CONTRIBUTING EMPLOYER 0 HARBISON-WALKER REFRACTORIES CONTRIBUTING EMPLOYER 0 ICC COMMONWEALTH CORP CONTRIBUTING EMPLOYER 0 JOE'S MASONRY CONTRIBUTING EMPLOYER 0 JW FLOORING LLC CONTRIBUTING EMPLOYER 0 JW SEALANTS CONTRIBUTING EMPLOYER 0 KALENBORN ABRESIST CORPORATION CONTRIBUTING EMPLOYER 0 KAUFMANN-GALLAGHER CORP CONTRIBUTING EMPLOYER 0 KINGSTON TILE COMPANY LTD CONTRIBUTING EMPLOYER 0 KNIOLA'S INDUSTRIAL SERVICE CONTRIBUTING EMPLOYER 0 KORELLIS ROOFING INC CONTRIBUTING EMPLOYER 0 KORSGARD CO (CE) CONTRIBUTING EMPLOYER 0 KRAWN CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 KWIATKOWSKI MASONRY INC CONTRIBUTING EMPLOYER 0 LARSON-DANIELSON CONSTRUCTION CONTRIBUTING EMPLOYER 0 LEIDAL & HART MASON CONTRACTORS INC CONTRIBUTING EMPLOYER 0 LOZICH MASONRY CONTRIBUTING EMPLOYER 0 MARK 1 RESTORATION COMPANY CONTRIBUTING EMPLOYER 0 MASTER TILE CONTRIBUTING EMPLOYER 0 MCL PRECAST PROS CONTRIBUTING EMPLOYER 0 MID AMERICA CONTRACTING INC CONTRIBUTING EMPLOYER 0 MID-AMERICAN GUNITE INC CONTRIBUTING EMPLOYER 0 MIDWEST REFRACTORY INSTALLATION CONTRIBUTING EMPLOYER 0 MIDWEST TILE & INTERIORS CONTRIBUTING EMPLOYER 0 MORRISON CONSTR (NRA) CONTRIBUTING EMPLOYER 0 MTB FLOORING INC CONTRIBUTING EMPLOYER 0 ONEX CONSTRUCTION INC (IU AGREEMENT) CONTRIBUTING EMPLOYER 0 OTTO BAUM COMPANY INC CONTRIBUTING EMPLOYER 0 PAUL'S CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 PHILLIPS BRICK CLEANING CONTRIBUTING EMPLOYER 0 PLAHTARIC MASONRY INC CONTRIBUTING EMPLOYER 0 PREMIER CAULKING INC CONTRIBUTING EMPLOYER 0 RAM CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 RD MASONRY CONTRIBUTING EMPLOYER 0 REGIONAL CAULKING & TUCKPOINTING CONTRIBUTING EMPLOYER 0 RESCH'S TILE INC CONTRIBUTING EMPLOYER 0 RESTOREWORKS CONTRIBUTING EMPLOYER 0 RICHARDS & WEYER CONSTRUCTION CO INC CONTRIBUTING EMPLOYER 0 ROCK RIVER VALLEY FLOORING CONTRIBUTING EMPLOYER 0 RV BUILDERS CONTRIBUTING EMPLOYER 0 SOUTHWEST REFRACTORY OF TX CONTRIBUTING EMPLOYER 0 SSSI INC CONTRIBUTING EMPLOYER 0 THE NEW GROUP FKA LACY CONSTR GROUP CONTRIBUTING EMPLOYER 0 THORPE AND SON (JT) CONTRIBUTING EMPLOYER 0 TITAN MASONRY ENTERPRISES CONTRIBUTING EMPLOYER 0 TOTAL MILL SERVICES INC-NRA CONTRIBUTING EMPLOYER 0 UNLIMITED MASONRY CONTRIBUTING EMPLOYER 0 WESTERN REFRACTORY CONST CONTRIBUTING EMPLOYER 0 WILHELM CONSTRUCTION-F A CONTRIBUTING EMPLOYER 0 YOUNG FINAL FINISH CONTRIBUTING EMPLOYER 0 ZIOLKOWSKI CONSTRUCTION CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0