2023-09-25T13:30:06-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-01-01 363216403 LOCAL UNION 2158 HEALTH AND WELFARE FUND LOCA 5633322158 2707 62ND STREET COURT BETTENDORF IA 52722 PAUL ELGATIAN CHAIRMAN 5633322158 2023-09-25 1 PAUL ELGATIAN 999009999 0 BRANDON WOLBER P01460460 3123680500 2023-09-25 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X PAUL ELGATIAN 2707 62ND STREET COURT BETTENDORF IA 52722 2194282 0 X N/A X 1982 IA PROVIDE HEALTH AND WELFARE BENEFITS X 3 1 17 0 0 0 0 0 205575 184007 154578 -314440 127 4969 360280 -125464 0 0 140666 546898 5757 0 0 0 0 108851 167216 255274 714114 105006 -839578 2959256 0 0 0 2959256 0 X PROVIDE HEALTH AND WELFARE BENEFITS 0 1 TO PROVIDE SUPPLEMENTAL HEALTHCARE AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 89 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X PAUL ELGATIAN 5633322158 2707 62ND STREET COURT BETTENDORF IA 52722 PAUL ELGATIAN CHAIRMAN 1.00 X 0 0 0 STEVE BARK TRUSTEE 1.00 X 0 0 0 DEREK MCCLAIN TRUSTEE 1.00 X 0 109988 83886 0 109988 83886 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 184007 184007 184007 30156 30156 1975150 2319746 -344596 -344596 -344596 OTHER INCOME 900099 4969 4969 4969 -125464 184007 0 -309471 546898 35023 20659 68354 15138 4539 2565 1800 273 16467 MISCELLANEOUS 2398 714114 0 888011 0 0 0 0 0 0 0 0 0 0 0 2071245 0 0 0 0 0 2959256 0 0 0 X 0 0 0 0 2959256 0 2959256 0 2959256 0 X -839578 -2119678 X X 0 1 X 1 0 0 X -140602 0 -140602 15138 15138 -125464 698976 0 698976 15138 15138 714114 PART X, LINE 2: THE TRUST WAS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE TRUST HAD TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE TRUST WAS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE WERE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 DEREK MCCLAIN TRUSTEE 0 109988 0 0 0 0 0 61499 0 22387 0 193874 0 0 INVESTMENT CASH 2022-12-27 1854553 BOOK VALUE 020656066 HEARTLAND HEALTHCARE FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 501(C)9 CASH 2022-12-27 265125 BOOK VALUE 020656066 HEARTLAND HEALTHCARE FUND 3001 METRO DRIVE STE 500 BLOOMINGTON MN 55425 501(C)9 0 0 0 0 1 0 0 1 0 FORM 990, PART III, LINE 3 EFFECTIVE DECEMBER 31, 2022 PURSUANT TO A TRANSFER AGREEMENT WITH HEARTLAND HEALTHCARE, LOCAL UNION 2158 HEALTH AND WELFARE FUND, A PORTION OF NET ASSETS ALLOCATED TO CERTAIN PARTICIPANTS WERE TRANSFERRED TO HEARTLAND HEALTHCARE FUND (EIN 02-0656066). FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 2022 FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD AND THE RELATED LOCAL UNION OFFICER MANAGER FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO HEARTLAND HEALTHCARE -2,119,678. FORM 990, PART XII, LINE 2C IN CONJUNCTION WITH THE TERMINATION OF THE FUND, AND AS REQUIRED BY THE TRUST'S GOVERNING DOCUMENTS, THE BOARD ELECTED TO HAVE AN AUDIT OF THE TRUST PERFORMED FOR THE YEAR ENDING DECEMBER 31, 2022. THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERISGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. UBC & JOINERS OF AMERICA MILLWRIGHT & TECH ENG LOCAL 2158 2707 62ND STREET COURT BETTENDORF IA 52722 366116480 LOCAL UNION IA 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 MID-AMERICA CARPENTERS REGIONAL COUNCIL 12 EAST ERIE ST CHICAGO IL 60611 361894832 LOCAL UNION IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 MID-AMERICA CARPENTERS REGIONAL COUNCIL APPRENTICE & TRAINING PROGRAM 1256 ESTES AVENUE ELK GROVE VILLAGE IL 60007 366128101 APPRENTICE TRAINING IL 501(C)(5) NOT APPLICABLE NOT APPLICABLE 0 ADVANTAGE INDUS CONTRIBUTING EMPLOYER 0 AECON TECHNICAL CONTRIBUTING EMPLOYER 0 AHC MECHANICAL CONTRIBUTING EMPLOYER 0 AIMS MECHANICAL CONTRIBUTING EMPLOYER 0 ALBERICI CONST CONTRIBUTING EMPLOYER 0 ALLIED POWER LLC CONTRIBUTING EMPLOYER 0 AMERICAN RIGGING CONTRIBUTING EMPLOYER 0 APCOM POWER CONTRIBUTING EMPLOYER 0 ATLANTIC PLANT CONTRIBUTING EMPLOYER 0 AXIS MECHANICAL CONTRIBUTING EMPLOYER 0 BILFINGER CONTRIBUTING EMPLOYER 0 BLAHNIK CONSTR CONTRIBUTING EMPLOYER 0 BOLDT CONTRIBUTING EMPLOYER 0 CENTRAL MILLWRIGHT CONTRIBUTING EMPLOYER 0 CFM- VR TESCO CONTRIBUTING EMPLOYER 0 CHICAGO REGIONAL CONTRIBUTING EMPLOYER 0 COTTER TURBINE SERVICE CONTRIBUTING EMPLOYER 0 CR MEYER & SONS CONTRIBUTING EMPLOYER 0 DOERFER FIELD SERVICES CONTRIBUTING EMPLOYER 0 DORAL CORPORATION CONTRIBUTING EMPLOYER 0 ETHOS ENERGY CONTRIBUTING EMPLOYER 0 FRANK MILLARD CONTRIBUTING EMPLOYER 0 GREGORY CONSTR CONTRIBUTING EMPLOYER 0 HAYES MECHANICAL CONTRIBUTING EMPLOYER 0 ICC COMMONWEALTH CONTRIBUTING EMPLOYER 0 ICON INDUSTRIAL CONTRIBUTING EMPLOYER 0 INDUSTRIAL SERVICES GROUP CONTRIBUTING EMPLOYER 0 INTERNATIONAL INDUSTRIAL CONTRACTING CONTRIBUTING EMPLOYER 0 KEY CONTRACTING CONTRIBUTING EMPLOYER 0 KINETIC CONTRUC CONTRIBUTING EMPLOYER 0 KIRK ERECTORS CONTRIBUTING EMPLOYER 0 LILJA CONTRIBUTING EMPLOYER 0 LPW-I CONTRIBUTING EMPLOYER 0 MA MORTENSON CONTRIBUTING EMPLOYER 0 MAMMOET NORTHERN CONTRIBUTING EMPLOYER 0 MAS RIGGING INC CONTRIBUTING EMPLOYER 0 MCT SERVICE LLC CONTRIBUTING EMPLOYER 0 MID-AMERICA SYSTEMS CO CONTRIBUTING EMPLOYER 0 MIDWEST MILLWRIGHT SERVICES CONTRIBUTING EMPLOYER 0 MILLWR SERVICE INC CONTRIBUTING EMPLOYER 0 MIRON CONSTRUCTION CONTRIBUTING EMPLOYER 0 MUSGRAVE INDUSTRIAL CORP CONTRIBUTING EMPLOYER 0 NEWELL MACHINERY CONTRIBUTING EMPLOYER 0 NORTHWEST STEEL CONTRIBUTING EMPLOYER 0 PARAMOUNT MILLWR CONTRIBUTING EMPLOYER 0 PRECISION MECH CONTRIBUTING EMPLOYER 0 SECO SYSTEM ENT CONTRIBUTING EMPLOYER 0 SEITHER & CHERRY CONTRIBUTING EMPLOYER 0 SIEMENS GEN CONTRIBUTING EMPLOYER 0 SJOSTROM & SON CONTRIBUTING EMPLOYER 0 SPX CONTRIBUTING EMPLOYER 0 ST COTTER TURBINE CONTRIBUTING EMPLOYER 0 STAINLESS SPEC CONTRIBUTING EMPLOYER 0 SYSTEM ENTERPRISE CONTRIBUTING EMPLOYER 0 TURBINEPROS CONTRIBUTING EMPLOYER 0 VISSERING CONTRIBUTING EMPLOYER 0 WALBRIDGE EQUIP CONTRIBUTING EMPLOYER 0 WEITZ CO CONTRIBUTING EMPLOYER 0 WESTERN INDUSTRIAL CONTRIBUTING EMPLOYER 0 WESTMONT CONTRIBUTING EMPLOYER 0 WHITE CONSTRUCT CONTRIBUTING EMPLOYER 0 WINGER MECH CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1