2025-03-03T07:54:04-06:00 2024-04-30 431305800 UHY ADVISORS MIDWEST INC 4200 UNIVERSITY AVE SUITE 410 WEST DES MOINES IA 50266 990 2023-05-01 510141783 OPERATING ENGINEERS LOCAL #234 HEALTH AND WELFARE TRUST FUND OPER 5152650371 4880 HUBBELL AVENUE SUITE 1 DES MOINES IA 503174753 JASON COPPLE PRESIDENT 5152650371 2025-02-28 1 1 MARK A CRONIN P01742902 5152225680 2025-02-28 2023 2025-03-06 01:10:19Z JASON COPPLE 4880 HUBBELL AVENUE SUITE 1 DES MOINES IA 503174753 37091392 0 X N/A X TAFT HARTLEY HEALTH & WELFARE FUND 1974 IA TO PROVIDE HEALTH AND WELFARE BENEFITS 7 0 19 0 0 0 0 0 24778700 25246099 1704176 2117858 0 0 26482876 27363957 0 0 23403108 25536286 0 0 0 0 0 1973470 2072353 25376578 27608639 1106298 -244682 59922790 64278227 20327141 23320008 39595649 40958219 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 25536286 THE FUND PROVIDED MEDICAL, ACCIDENT, DEATH, DENTAL, VISION, AND DISABILITY BENEFITS TO OVER 2,100 ELIGIBLE PARTICIPANTS, DEPENDENTS, AND BENEFICIARIES OF MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 234. 25536286 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 15 0 19 1 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 X BENESYS INC 5152650371 4880 HUBBELL AVE DES MOINES IA 503174753 X CHAD CARTER TRUSTEE 0.50 X 0 0 0 BRIAN VASKE TRUSTEE 0.50 X 0 0 0 JASON COPPLE TRUSTEE, CHAIRMAN 0.50 X X 0 0 0 DENNIS HERBERGER TRUSTEE 0.50 X 0 0 0 GRANT CORELL TRUSTEE 0.50 X 0 0 0 NICK NORTON TRUSTEE 0.50 X 0 0 0 DAVE STITZ TRUSTEE, SECRETARY 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS 900099 25246099 25246099 25246099 2431293 2431293 9414000 9727435 -313435 -313435 -313435 27363957 24932664 0 2431293 25536286 25536286 106758 106758 35750 35750 92264 92264 217773 217773 17714 17714 9228 9228 31213 31213 ADMINISTRATION FEES 1370440 1370440 STOP-LOSS INSURANCE PRE 168730 168730 BANK CHARGES 15196 15196 ACA FEES 5863 5863 1424 1424 27608639 25536286 2072353 0 9865319 11548907 2504144 1965145 3195137 2857034 128772 133271 44229418 47773870 59922790 64278227 464541 1319908 19862600 22000100 20327141 23320008 X 0 0 0 0 39595649 40958219 39595649 40958219 59922790 64278227 -244682 1607252 0 X X 0 1 X 1 0 0 ESTIMATED CLAIMS PAYABLE 2312100 ESTIMATED FUTURE BENEFITS - ACCM ELIGIBILITY 19688000 22000100 X 28878945 1607252 1607252 27271693 92264 92264 27363957 25378875 0 25378875 92264 2137500 2229764 27608639 PART X, LINE 2: GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. AS OF APRIL 30, 2024 AND 2023, THE FUND ADMINISTRATOR DOES NOT BELIEVE ANY EVENT HAS OCCURRED THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET). PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PLAN BENEFIT OBLIGATIONS 2,137,500. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW OF THE FORM 990 WAS COMPLETED BY THE ORGANIZATION'S GOVERNING BODY BEFORE BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST PAGE 12, PART XI, LINE 2C NO CHANGE FROM PRIOR YEAR