2024-11-14T14:57:41-06:00 2023-12-31 371206530 SCHEFFEL BOYLE 222 EAST MAIN STREET BELLEVILLE IL 62220 990 2023-01-01 376046408 EMPLOYERS & OPERATING ENGINEERS LOCAL 520 HEALTH & WELFARE FUND EMPL 6182337978 8 EXECUTIVE WOODS COURT SWANSEA IL 62226 MARK JOHNSON CHAIRMAN 6182337978 2024-10-24 1 0 ANDREA SUHRE CPA P00100953 6182778100 2024-10-14 2023 2024-10-15 13:58:12Z MARK JOHNSON 8 EXECUTIVE WOODS COURT SWANSEA IL 62226 35622210 0 X N/A X WELFARE PLAN 1962 IL PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT 6 6 9 0 0 0 0 0 22513467 24655201 719787 1289202 65551 17691 23298805 25962094 0 0 20827286 20553813 736789 800316 0 0 0 492335 427101 22056410 21781230 1242395 4180864 50739603 57047856 15567826 16320034 35171777 40727822 PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT 0 0 20553813 VARIOUS MEDICAL CLAIMS INCLUDING INSURANCE PREMIUMS AND DEATH BENEFITS 20553813 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 1 669 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X JULIE VISINTINE 6182337978 8 EXECUTIVE WOODS COURT SWANSEA IL 62226 MARK JOHNSON CHAIRMAN 0.00 X 0 0 0 DAVID KELLY BROWN TRUSTEE 0.00 X 0 0 0 CHAD GOLDSCHMIDT TRUSTEE 0.00 X 0 0 0 EUGENE KEELEY SECRETARY 0.00 X 0 0 0 DALE KELLER TRUSTEE 0.00 X 0 0 0 KENNETH KILIAN TRUSTEE 0.00 X 0 0 0 JULIE VISINTINE ADMINSTRATIVE MANAGER 40.00 X 110000 0 0 110000 0 0 1 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 21257836 21257836 EMPLOYEE CONTRIBUTIONS 525100 3331542 3331542 PENALTIES 525100 65823 65823 24655201 1747244 1747244 9202074 9660116 -458042 -458042 -458042 FEES 525100 17691 17691 17691 25962094 26420136 0 -458042 20553813 20553813 342356 342356 430603 430603 27357 27357 13675 13675 33169 33169 58407 58407 96819 96819 80280 80280 39550 39550 GENERAL ADMIN - OVERHEA 52787 52787 COMPUTER COSTS 28603 28603 BANK CHARGES 13569 13569 PCORI FEES 10242 10242 21781230 20553813 1227417 0 -888528 -813893 15108679 18921913 2641379 2703509 20473 27747 33857600 36208580 50739603 57047856 3753232 4017896 11814594 12302138 15567826 16320034 X 0 0 0 0 35171777 40727822 35171777 40727822 50739603 57047856 4180864 1375181 0 X X 0 1 X 1 0 0 28093382 0 28093382 -2131288 -2131288 25962094 21874223 0 21874223 -92993 -92993 21781230 PART XI, LINE 4B - OTHER ADJUSTMENTS: DOLLAR VALUE OF BANKED HOURS USED/HRA CREDITS USED 666,856. DOLLAR VALUE OF BANKED HOURS ADDED/HRA CREDITS ADDED -1,481,370. INVESTMENT EXPENSES NET AGAINST INCOME 58,407. CHANGE IN MARKET VALUE INCLUDED IN INVESTMENT INCOME -1,375,181. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE FROM THE BEGINNING TO END OF THE YEAR -151,400. INVESTMENT EXPENSES NETTED AGAINST INCOME 58,407. FORM 990, PART VI, SECTION B, LINE 11B DRAFT OF FORM 990 WAS PROVIDED TO BOARD OF TRUSTEES AND ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C REVIEW ON AN ANNUAL BASIS ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND ADDRESS IF NECESSARY FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE AT THE FUND OFFICE BY REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR