2024-06-04T10:21:42-05:00 2023-07-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2022-08-01 430650799 CEMENT MASONS LOCAL 527 HEALTH & WELFARE TRUST FUND CEME 3147391129 3341 HOLLENBERG DRIVE BRIDGETON MO 630442433 BRAD CAMPBELL TRUSTEE 3147391129 2024-05-30 1 BRAD CAMPBELL 999009999 0 R CHRISTOPHER MADISON P00161684 3146555500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRAD CAMPBELL 3341 HOLLENBERG DRIVE BRIDGETON MO 630442433 11589180 0 X N/A X 1952 MO TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 8 0 12 0 0 0 0 0 9131595 9787384 235352 523593 213100 277820 9580047 10588797 0 0 9282908 9654269 226879 333300 0 0 0 538295 633069 10048082 10620638 -468035 -31841 16058002 16007993 34673 84802 16023329 15923191 PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF CEMENT MASONS LOCAL 527 AND THEIR DEPENDENTS. 0 0 TO PROVIDE MEDICAL, PHARMACY, AND OTHER ANCILLARY BENEFITS TO THE ELIGIBLE MEMBERS OF CEMENT MASONS LOCAL 527 AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 1 0 0 1 7 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRAD CAMPBELL 3147391129 3341 HOLLENBERG DRIVE BRIDGETON MO 630442433 X X KURT DIERKES TRUSTEE 1.00 X 0 0 0 BRAD CAMPBELL TRUSTEE 1.00 X 0 0 0 JAMES RENICK TRUSTEE 1.00 X 0 0 0 JOSEPH KNOTT EXITING TRUSTEE 1.00 X 0 0 0 DANIEL FLAVIN TRUSTEE 1.00 X 0 0 0 STEPHEN KRIEGER TRUSTEE 1.00 X 0 0 0 JEREMY BENNETT TRUSTEE 1.00 X 0 0 0 RON ROELLIG TRUSTEE 1.00 X 0 0 0 MATT MINOR TRUSTEE 1.00 X 0 0 0 JOHN FISCHER ALT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIBUTIONS 525100 8755605 8755605 PARTICIPANT CONTRIBUTIONS 525100 1031779 1031779 9787384 452997 452997 1070979 1000383 70596 70596 70596 REIMBURSEMENT FOR COMMON EXPENSES 525100 241452 241452 OTHER INCOME 525100 36368 36368 277820 10588797 10588797 0 0 9654269 178223 128104 26973 34098 116118 39265 322005 360 680 17407 COMMON AND ALLOCATED EX 77701 BANK SERVICE FEES 19007 MISCELLANEOUS EXPENSE 6428 10620638 136420 300756 7547171 7363228 1143161 925992 42837 13904 13904 0 0 6953330 7067929 277920 307251 16058002 16007993 17841 17564 16832 67238 34673 84802 X 0 0 0 0 16023329 15923191 16023329 15923191 16058002 16007993 -31841 -68297 0 X X 0 1 X 1 0 12175 12175 0 1729 1729 0 0 DUE TO RELATED PARTIES 17238 DUE TO BROKER 50000 67238 X 10481235 -68297 -68297 10549532 39265 39265 10588797 10581373 0 10581373 39265 39265 10620638 PART X, LINE 2: IN ACCORDANCE WITH U.S. GAAP, THE PLAN'S MANAGEMENT IS REQUIRED 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 THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JULY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE GOVERNING BODY ARE VOTED ON AND ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AT LEAST AN ANNUAL BASIS, AT A BOARD MEETING, THE TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION BY QUALIFIED INTERESTED PARTIES UPON REQUEST. FORM 990, PART VII, SECTION A: THE SALARY AND BENEFITS INFORMATION FOR THE TRUSTEES WHO COULD BE CONSIDERED RELATED TO THE FUND IS REPORTED ON THE RESPECTIVE FORM 990'S FOR THE ENTITIES THAT PAY THE TRUSTEE'S SALARIES AND BENEFITS. FORM 990 PART XII, LINE 2 C THE TRUSTEES ASSUME THE RESPONSIBILITY FOR THE SELECTION OVERSIGHT AND RETENTION OF THE INDEPENDENT AUDITORS. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. PENSION PLAN FOR LOCAL UNION 527 OF OPERATIVE PLASTERERS AND CEMENT MASONS 3341 HOLLENBERG DRIVE BRIDGETON MO 63044 510179270 PROVIDES RETIREMENT BENEFITS MO 501(A) 0 OPERATIVE PLASTERERS AND CEMENT MASONS INTERNATIONAL ASSOCIATION LOCAL 527 3341 HOLLENBERG DRIVE BRIDGETON MO 63044 430210270 PROVIDES FOR GENERAL WELFARE OF MEMBERS MO 501(C)5 0 AMCON MUNICIPAL CONCRETE CONTRIBUTING EMPLOYER MO 0 AMERICAN CIVIL CONTRIBUTING EMPLOYER MO 0 APC INDUSTRIAL FLOORING INC CONTRIBUTING EMPLOYER NE 0 ASSOCIATED GEN CONTRS CONTRIBUTING EMPLOYER MO 0 AUBUCHON CONTRIBUTING EMPLOYER MO 0 B & P CONST COMPANY INC CONTRIBUTING EMPLOYER MO 0 BALES CONCRETE LLC CONTRIBUTING EMPLOYER MO 0 BANZE FLATWORK CONTRIBUTING EMPLOYER MO 0 BREAKOUT CONCRETE CONTRIBUTING EMPLOYER MO 0 BRIMO CONTRIBUTING EMPLOYER MO 0 BRUCE TRUCKING & CONTRIBUTING EMPLOYER IL 0 BUCHHEIT CONCRETE INC CONTRIBUTING EMPLOYER MO 0 BUCHHEIT CONST KEVIN CONTRIBUTING EMPLOYER MO 0 BUILDERS BLOC CONTRIBUTING EMPLOYER MO 0 BYRNE & JONES 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