2025-01-28T14:30:34-06:00 2024-04-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2023-05-01 370920330 LOCAL 649 OPERATING ENGINEERS APPRENTICESHIP FUND LOCA 3096971357 7121 W SCHOOLHOUSE RD BARTONVILLE IL 61607 DARREN SMITH CHAIRMAN 3096970070 2025-01-15 1 1 JENNIFER SMITH P01207947 3096822001 2023 2025-03-06 01:10:19Z DARREN SMITH 6408 W PLANK ROAD PEORIA IL 61604 4083113 0 X WWW.IUOE649.ORG X 1969 IL APPRENTICE TRAINING 6 6 12 0 0 0 0 0 4492187 3883006 93739 173266 15528 26839 4601454 4083111 0 0 0 0 1389722 1965985 0 0 0 1679453 1698454 3069175 3664439 1532279 418672 12471154 12879611 4542 6736 12466612 12872875 APPRENTICE TRAINING 0 0 3353808 3909043 OPERATION OF TRAINING PROGRAM 3353808 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 12 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 0 1 1 0 1 1 0 0 0 X DARREN SMITH 3096971357 7121 W SCHOOLHOUSE LANE BARTONVILLE IL 61607 MICHAEL CULLINAN TRUSTEE 0.00 X 0 0 0 DARREN SMITH CHAIRMAN 1.00 X X 0 0 0 JOHN BASHAM TRUSTEE 0.00 X 0 0 0 MICHAEL HIGH TRUSTEE & SEC/TREAS 0.00 X X 0 0 0 JOE VANDRAN TRUSTEE 0.00 X 0 0 0 TOM MEISCHNER TRUSTEE 0.00 X 0 0 0 TODD KEELER TRAINING DIRECTOR 40.00 X 129193 0 99249 129193 0 99249 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 3883006 3883006 3883006 173268 173268 800 0 800 800 800 2 -2 -2 -2 REIMBURSEMENTS AND REF 900099 16346 16346 APPRENTICE APPLICATION 900099 7230 7230 RECOVERED PROFESSIONAL 900099 1104 1104 1359 1359 26039 4083111 3909043 0 174068 239373 239373 887301 829780 57521 562508 502850 59658 195883 170715 25168 80920 76013 4907 30775 30775 17308 17308 12 12 3750 3750 25250 25250 52293 52293 98166 98166 7652 7652 193 193 720122 676915 43207 136454 128267 8187 RENT, REPAIR & MAINTENA 322669 322669 FUEL AND LUBRICANTS 147438 147438 NATIONAL TRAINING FUND 54342 54342 MATERIAL AND EQUIPMENT 28519 28519 53511 53511 3664439 3353808 310631 0 150 150 7232563 5848447 10734102 4981516 5238441 5752586 1276409 0 2019 12471154 12879611 4542 4951 0 1785 4542 6736 X 12466612 12872875 12466612 12872875 12471154 12879611 418672 -12409 0 X X 0 1 X 1 0 X 336546 336546 4112567 1128071 2984496 6005901 3593698 2412203 279088 259747 19341 5752586 DUE TO AFFILIATES 1785 1785 X 4070692 -12409 -12409 4083101 12 -2 10 4083111 3664429 2 2 3664427 12 12 3664439 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN JUNE 1970, IN WHICH THE IRS STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE JOINT APPRENTICESHIP COMMITTEE BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS (MODIFIED CASH BASIS) AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS (MODIFIED CASH BASIS) ARE $0. FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25-6 REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE JOINT APPRENTICESHIP COMMITTEE HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATION POLICY INCLUDED WITH ALL ADVERTISEMENTS FOR APPRENTICE APPLICATIONS SCHEDULE E, PART I, LINE 4 BOX 4B: NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS AWARDED. 0 0 0 0 0 0 0 0 0 TODD KEELER TRAINING DIRECTOR 129193 0 0 0 0 0 74557 0 24692 0 228442 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS RECEIVED BY A TRUSTEE BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART XI, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING FORM 990 PART XII, LINE 2C THE PLAN HAS NOT CHANGED THEIR OVERSIGHT PROCESS. OPERATING ENGINEERS 649 HEALTH REIMBURSEMENT ACCOUNT PLAN 6408 W PLANK RD PEORIA IL 61604 203473925 HEALTH & WELFARE REIMBRUSEMENT PLAN IL 501(C)(9) N/A 0 OPERATING ENGINEERS 649 ANNUITY FUND 6408 W PLANK RD PEORIA IL 61604 371291915 ANNUITY PLAN IL 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0