TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) RONNIE TRAXLER...................................................................... MANAGEMENT TRUSTEE - CHAIR	2.12 ................. 40.00	X	X	0	0	0
(2) KENNETH WASILEWSKI...................................................................... MANAGEMENT TRUSTEE - VICE	1.15 ................. 40.00	X	X	0	0	0
(3) JOHN FULTZ...................................................................... SEE SCHEDULE O	0.88 ................. 40.00	X	X	0	0	0
(4) PATRICK GALLAGHER...................................................................... SEE SCHEDULE O	2.23 ................. 40.00	X	X	0	0	0
(5) MARK VANDIVER...................................................................... SEE SCHEDULE O	0.35 ................. 40.00	X		0	0	0
(6) JOHN CAMMUSO...................................................................... MANAGEMENT TRUSTEE	0.62 ................. 40.00	X		0	0	0
(7) J MICHAEL CARROLL...................................................................... MANAGEMENT TRUSTEE	1.54 ................. 40.00	X		0	0	0
(8) MIKE DOLAN...................................................................... MANAGEMENT TRUSTEE	0.62 ................. 40.00	X		0	0	0
(9) JOSEPH REYNOLDS...................................................................... MANAGEMENT TRUSTEE	1.31 ................. 40.00	X		0	0	0
(10) NELSON JORDAN...................................................................... MANAGEMENT TRUSTEE	0.77 ................. 40.00	X		0	0	0
(11) MARK KEFFELER...................................................................... SEE SCHEDULE O	1.31 ................. 40.00	X		0	0	0
(12) JOHN CLARK JR...................................................................... SEE SCHEDULE O	1.69 ................. 40.00	X		0	0	0
(13) TYLER BROWN...................................................................... SEE SCHEDULE O	0.77 ................. 40.00	X		0	0	0
(14) VAN STEPHENS...................................................................... SEE SCHEDULE O	0.35 ................. 40.00	X		0	0	0
(15) CLAY HERFORD...................................................................... SEE SCHEDULE O	1.15 ................. 40.00	X		0	0	0
(16) LORI JASPERSON...................................................................... CHIEF OPERATIONS OFFICER	23.30 ................. 46.70		X	84,307	100,984	88,683

(A) Name and business address	(B) Description of services	(C) Compensation
CIGNA HEALTH AND LIFE INSURANCE COMPANY 900 COTTAGE GROVE RD BLOOMFIELD,CT06002	ADMINISTRATIVE SERVICES	10,285,031
WILSON-MCSHANE CORPORATION 754 MINNESOTA AVE KANSAS CITY,KS66101	MANAGEMENT SERVICES	2,294,460
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT 155 MONTGOMERY ST SUITE 611 SAN FRANCISCO,CA94104	INVESTMENT MANAGER	464,488
INVESCO CORE REAL ESTATE 1101 CALIFORNIA ST SUITE 475 KANSAS CITY,KS66101	INVESTMENT MANAGER	459,433
NATIONAL INVESTMENT SERVICES 777 E WISCONSIN AVE SUITE 2350 MILWAUKEE,WI53202	INVESTMENT MANAGER	453,925
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 18

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...
b	Buildings
c	Leasehold improvements
d	Equipment ...
e	Other ...	2,287	2,287	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				0

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) LIMITED PARTNERSHIPS	95,800,001	F
(B) LIMITED LIABILITY COMPANY	144,554,897	F
(C) 103-12 INVESTMENT ENTITY	144,877,745	F
(D) COMMON COLLECTIVE TRUSTS	78,293,499	F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	463,526,142

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DUE TO RELATED ORGANIZATION	46,083
LIABILITY FOR SECURITIES ON LOAN	55,883,979
DUE TO BROKER	27,556,940
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	83,487,002
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	258,828,834
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-29,756,026
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-29,756,026
3	Subtract line 2e from line 1..................			3	288,584,860
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	3,282,634
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	3,282,634
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	291,867,494

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	252,574,629
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	252,574,629
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	3,282,634
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	3,282,634
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	255,857,263

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED JUNE 29, 1956, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Return Reference

Explanation

PART X, LINE 2:

THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED JUNE 29, 1956, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LORI JASPERSONCHIEF OPERATIONS OFFICER	(i) (ii)	84,307 ------------- 100,984	0 ------------- 0	0 ------------- 0	74,732 ------------- 0	13,951 ------------- 0	172,990 ------------- 100,984	0 ------------- 0

Schedule J (Form 990) 2015

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Schedule J (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE BARGAINING ORGANIZATIONS, THE EMPLOYER AND UNION, BOTH APPOINT 50% OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11	COPIES OF FORM 990 WERE PROVIDED TO THE GOVERNING BODY MEMBERS BY EMAIL PRIOR TO THE FORM 990 BEING FILED, AND IS REVIEWED BY TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION DOES REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE ORGANIZATION. THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A	THE FOLLOWING TRUSTEES ARE COMPENSATED BY A NON-PROFIT RELATED ORGANIZATION AND COMPENSATION INFORMATION WILL BE MADE AVAILABLE UPON REQUEST. JOHN T. FULTZ, UNION TRUSTEE - SECRETARY PATRICK M. GALLAGHER, UNION TRUSTEE - ASST. SECRETARY MARK VANDIVER, UNION TRSUTEE MARL KEFFELER, UNION TRUSTEE JOHN CLARK JR., UNION TRUSTEE TYLER BROWN, UNION TRUSTEE VAN G. STEPHENS, UNION TRUSTEE CLAY HERFORD, UNION TRUSTEE
FORM 990, PAGE 1, ITEM B	THE FORM 990 IS AMENDED TO INCLUDE AN ADDITIONAL FOREIGN FILING SCHEDULE ATTACHMENT, PREVIOUSLY NOT REPORTED. THIS FORM 8886 IS ATTACHED TO THE AMENDED FILING.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

BOILERMAKERS NATIONAL HEALTH & WELFARE
FUND

Employer identification number

36-6090694

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)B N A P ADMINISTRATIVE
(2)BM L 549 APPR & TRAIN FUND
(3)BOILERMAKER LOCAL 455
(4)BOILERMAKERS DISTRICT 5
(5)BOILERMAKERS DISTRICT 57
(6)BOILERMAKERS L 4 NAVAJO NATION
(7)BOILERMAKERS LOCAL 1
(8)BOILERMAKERS LOCAL 101
(9)BOILERMAKERS LOCAL 105
(10)BOILERMAKERS LOCAL 107
(11)BOILERMAKERS LOCAL 108
(12)BOILERMAKERS LOCAL 11
(13)BOILERMAKERS LOCAL 110
(14)BOILERMAKERS LOCAL 13
(15)BOILERMAKERS LOCAL 154
(16)BOILERMAKERS LOCAL 169
(17)BOILERMAKERS LOCAL 193
(18)BOILERMAKERS LOCAL 237
(19)BOILERMAKERS LOCAL 242
(20)BOILERMAKERS LOCAL 26
(21)BOILERMAKERS LOCAL 27
(22)BOILERMAKERS LOCAL 28
(23)BOILERMAKERS LOCAL 29
(24)BOILERMAKERS LOCAL 363
(25)BOILERMAKERS LOCAL 37
(26)BOILERMAKERS LOCAL 374
(27)BOILERMAKERS LOCAL 40
(28)BOILERMAKERS LOCAL 433
(29)BOILERMAKERS LOCAL 45
(30)BOILERMAKERS LOCAL 454
(31)BOILERMAKERS LOCAL 5
(32)BOILERMAKERS LOCAL 502
(33)BOILERMAKERS LOCAL 549
(34)BOILERMAKERS LOCAL 60
(35)BOILERMAKERS LOCAL 627
(36)BOILERMAKERS LOCAL 647
(37)BOILERMAKERS LOCAL 667
(38)BOILERMAKERS LOCAL 693
(39)BOILERMAKERS LOCAL 7
(40)BOILERMAKERS LOCAL 744
(41)BOILERMAKERS LOCAL 83
(42)BOILERMAKERS LOCAL 85
(43)BOILERMAKERS LOCAL 92
(44)CARPENTERS & MILLWRIGHTS 1102
(45)CITY OF LOS ANGELES
(46)GREAT LAKES AREA APPR FUND
(47)L374 DEVELOP AND TRAINING FUND
(48)LOCAL 107 DEVELOP & TRAINING
(49)LOCAL 647 DEV & TRAINING FUND
(50)LOCAL 85 JOINT TRAINING & EDUC
(51)LONE STAR DISTRICT LODGE
(52)M O S T
(53)NORTHEASTERN AREA APPR FUND
(54)SHEET METAL WORKERS L 2
(55)SOUTHEASTERN AREA JNT APPR COM
(56)WESTERN STATES JAC
(57)BOILERMAKER - BLACKSMITH NATIONAL PENSION TRUST 754 MINNESOTA AVENUE KANSAS CITY,KS661012766 48-6168020	PENSION BENEFITS	KS	401(A)		N/A		No
(58)BOILERMAKERS NATIONAL ANNUITY TRUST 754 MINNESOTA AVENUE KANSAS CITY,KS66101 48-1029345	DEFINED CONTRIBUTION BENEFITS	KS	401(A)		N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2015

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) G-UB-MK
(2) SELINSKY FORCE LLC
(3) SKANSKA SNC LAVALIN JV
(4) TURNER INDUSTRIAL MAINTENANCE
(5) ADVANCED PROJECT CONTROLS
(6) ALLOY CLADDING CO INC LLC
(7) AZZ WELDING SERVICES INC
(8) FRESH MEADOW POWER LLC
(9) FRESH MEADOW POWER NE LLC
(10) FUEL TANK MAINTENANCE COMPANY
(11) GEAR TECH MECHANICAL LLC
(12) GIBRALTAR CHIMNEY INT'L
(13) GRACON LLC
(14) GULF COAST IND MAINT LLC
(15) HAYES MECHANICAL
(16) ICON MECHANICAL CONST & ENG
(17) LIQUIDMETAL WELDING LLC
(18) PLIBRICO COMPANY LLC
(19) SAFWAY SERVICES INC
(20) VULCAN IND CONTRACTORS CO LLC

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) 3B SERVICES INC
(2) A & B WELDING & CONSTR INC
(3) A R B INC
(4) AECOMURS ENERGY
(5) ALBERICI CONSTRUCTORS
(6) ALLIANCE CONSTRUCTORS
(7) APCOMPOWER INC
(8) ASSOCIATED MECHANICAL INC
(9) ATLANTIC PLANT MAINTENANCE
(10) ATLAS BOILER & WELDING CO
(11) BABCOCK & WILCOX CONST CO INC
(12) BASS MAINTENANCE CORP
(13) BRADLEY SCIOCCHETTI INC
(14) C B I SERVICES INC
(15) C H MURPHY CLARK ULLMAN INC
(16) C P ENVIRONMENTAL INC
(17) CANNON SLINE INC
(18) CHAPMAN CORPORATION
(19) CHATTANOOGA BOILER & TANK
(20) CHERNE CONTRACTING CORP
(21) COMMON ARC CORPORATION
(22) COMMONWEALTH CONSTRUCTORS INC
(23) CONSTRUCTION TANK SERVICES LLC
(24) CONTRACTORS CARGO CO
(25) CORVAL CONSTRUCTORS INC
(26) CRUISE BOILER & REPAIR CO INC
(27) CST POWER & CONSTRUCTION INC
(28) DAVIS PICKERING & COMPANY INC
(29) DELTA NOOTER INC
(30) DETROIT BOILER COMPANY
(31) DUNN HEAT EXCHANGERS INC
(32) DURR MECHANICAL CONSTRUCTION
(33) EDGERTON FORGE INC
(34) ERICKSONS INC
(35) ERSHIGS INC
(36) FIRST DAVIS CORPORATION
(37) FLUOR MAINTENANCE SERVICES
(38) FM SYLVAN INC
(39) FRANK LILL & SON INC
(40) FRENZELIT NORTH AMERICA INC
(41) G D BARRI & ASSOCIATES INC
(42) G R P MECHANICAL COMPANY INC
(43) GREAT LAKES POWER INC
(44) H R I INC
(45) HACKNEY LADISH INC
(46) HAMON CUSTODIS INC
(47) HENKELS & MC COY INC
(48) HEWITT INDUSTRIAL CONTRACTORS
(49) HUDSON BOILER & TANK CO
(50) I C CONTRACTORS INC
(51) I H P INDUSTRIAL INC
(52) INDUSTRIAL CONTRACTORS SKANSKA
(53) INTERNATIONAL CHIMNEY CORP
(54) JACOBS BOILER & MECH IND INC
(55) JACOBS INDUSTRIAL SERVICES INC
(56) K & E FABRICATING CO INC
(57) KELLEY STEEL ERECTORS INC
(58) KENNY BOILER & MFG CO
(59) KERFORD LIMESTONE CO
(60) KIEWIT INFRASTRUCTURE CO
(61) KIEWIT POWER CONSTRUCTORS CO
(62) KIEWIT POWER NUCLEAR COMPANY
(63) LARKIN ENTERPRISES INC
(64) LIBURDI DIMETRICS CORPORATION
(65) LINTEC CORPORATION
(66) LIPPERT MECHANICAL SERVICE
(67) LOCKE EQUIPMENT SALES CO INC
(68) MATRIX SERV EAST COAST
(69) MATRIX SERV MID CONT MICHIGAN
(70) MC CARL S P & CO INC
(71) MC CARLS INC
(72) MECHANICAL SYSTEM SERVICES LLC
(73) MECHANICAL TECHNOLOGIES INC
(74) MEYER C R & SONS CO
(75) MUELLER FIELD OPERATIONS INC
(76) MVN ASSOCIATES
(77) N B W INC
(78) NAES POWER CONTRACTORS ABC DIV
(79) NAES POWER CONTRACTORS PMR DIV
(80) NATIONAL STEEL ERECTION INC
(81) NATIONAL WELDING
(82) NEWPORT NEWS SHIPBUILDING
(83) NOOTER CONSTRUCTION CO
(84) OLMSTED INC
(85) OWENS & PRIDGEN INC
(86) PERFORMANCE MECHANICAL INC
(87) PRICE GREGORY INTERNATIONAL
(88) PULLMAN POWER LLC
(89) PURVIS & FOSTER INC
(90) RAGAN MECHANICAL INC
(91) RAND CONSTRUCTION CO
(92) REGIS MAINTENANCE CONTRACTORS
(93) REYCO MECHANICAL SERVICES INC
(94) RIGGS DISTLER & CO
(95) RMF NOOTER INC
(96) SEATTLE BOILER WKS INC
(97) SIEMENS GENERATION SERVICES CO
(98) SISTERSVILLE TANK WORKS INC
(99) SOUTH SIDE WLDG & BLR WORKS
(100) SPECIAL SERVICE CONTRACTORS IN
(101) STEVENS ENGINEERS & CONSTRUCT
(102) TANK CONSTRUCTORS LLC
(103) TRAVIS CONSTRUCTION CO INC
(104) TROY BOILER WORKS INC
(105) U S CORROSION ENGINEERS INC
(106) UNITED CONSTRUCTION CO INC
(107) W & K WLDG & TANK ERECT INC
(108) W W GAY MECHANICAL CONTRACTOR
(109) WELDING TECHNOLOGIES A
(110) WITHERUP CONSTRUCTION CO INC
(111) XCEL ENERGY
(112) YODER WALTER N & SONS INC
(113) AMEX NOOTER LLC
(114) ANCHOR MECHANICAL INC
(115) ATLAS INDUSTRIAL CONTRACTORS
(116) BARTON MALOW CO
(117) BRAND ENERGY SERV OF PITTSBURG
(118) BRAND ENERGY SERVICES LLC
(119) BROCK INDUSTRIAL SERVICES LLC
(120) CBI SERVICES (FKA S&W CONSTR)
(121) EAGLE MECHANICAL LLC
(122) INDUSTRIAL SERVICES INC
(123) KELLY J H LLC
(124) KICKHAM BOILER & ENGR INC
(125) LIQUIDMETAL COATING SOLUTIONS
(126) MADISON INDUSTR SERVICES TEAM
(127) MATRIX SERVICE INDUS CONTR INC
(128) MOORHEAD MACHINE & BOILER CO
(129) PROFESSIONAL CONSTR SERV LLC
(130) SAVANNAH RIVER NUCLEAR SOLUT
(131) STANTON MECHANICAL INC
(132) WAVE CONSTRUCTION GROUP
(133) WESTERN COMBUSTION LLC
(134) WILLIAMS PLANT SERV GROUP LLC
(135) WILLIAMS SPECIALTY SERV LLC
(136) A P & F CONSTRUCTION
(137) ARTCO FABRICATING USA LLC
(138) BOILERWORKS INC
(139) BROWN SERVICES CO LLC
(140) CIMS GLOBAL INC
(141) COLBURN CONSTRUCTION INC
(142) DEEP SOUTH CRANE & RIGGING LLC
(143) MC ABEE CONSTRUCTION INC
(144) NATIONAL STEEL CITY LLC
(145) OMI INDUSTRIAL SERVICES LLC
(146) P C I ENERGY SERVICES INC
(147) PASO ROBLES TANK
(148) PBBS EQUIPMENT CORPORATION
(149) PROGRESSIVE INSULATION LLC
(150) SCHECK INDUSTRIAL CORPORATION
(151) A P I INC
(152) ACMS GROUP INC
(153) ALPHA MECHANICAL SERVICE INC
(154) AMERICAN BOILER TANK & WLDG
(155) ANDEE BOILER & WELDING CO
(156) AVALOTIS CORPORATION
(157) AZCO INC
(158) B M W CONSTRUCTORS INC
(159) BARNHART NE DBA HAKE RIGGING
(160) BASELINE IND CONSTR INC
(161) BAUM STEEL CONSTRUCTION INC
(162) BAY CITY BOILER & ENGR CO INC
(163) BECHTEL BUSINESS SERVICES
(164) BECHTEL NATIONAL INC
(165) BHI ENERGY SPECIALTY SERV
(166) BOILER TECH INC
(167) BOILERMATIC WELDING INDUST INC
(168) BOLDT COMPANY THE
(169) BOWEN ENGINEERING CORP
(170) BRADFORD POOL AKA BRADFORD PRO
(171) BURNHAM INDUSTRIAL CONTR INC
(172) BURNN BOILER & MECHANICAL INC
(173) C & C TANK ERECTORS LLC
(174) C & H INDUSTRIAL SERVICES INC
(175) C T I FIELD SERVICES INC
(176) CADY AQUA STORE INC
(177) CENTRAL MAINTENANCE & WLDG
(178) CHESTER POOL SYSTEMS INC
(179) COMMERCIAL CONSTRUCTION INC
(180) CONSTRUCTION & TURNAROUND SERV
(181) CONTINENTAL STEEL TANK CO INC
(182) CORROSION MONITORING SERVICES
(183) CRAWFORD BOILER & ENGINEERING
(184) CUSTOM MECHANICAL CONSTRU INC
(185) D C K
(186) D D J CONSTRUCTION WELDING INC
(187) DANFORTH JOHN W CO
(188) DAY & ZIMMERMANN N P S
(189) DAY & ZIMMERMANN TVA
(190) DEANS CERTIFIED WELDING
(191) EARLY CONSTRUCTION CO
(192) EAST COAST CONSTRUCTORS
(193) EDWARDS ENGINEERING
(194) ENERFAB POWER & INDUSTRIAL
(195) ENERFAB PROC SOLUTIONS & FAB
(196) F & B STEEL ERECTORS INC
(197) FEWER BOILER INC
(198) FISHER TANK CO
(199) FOREST CITY ERECTORS INC
(200) FREITAG WEINHARDT INC
(201) FURINO & SONS INC
(202) G E M INDUSTRIAL INC
(203) GEMMA POWER SYSTEMS LLC
(204) GENERAL ENGINEERING CORP
(205) GENERAL POWER CONST CO
(206) GRAVER TANK COMPANY
(207) GRAYCOR IND CONSTR INC
(208) GRUBB W O STEEL ERECTION INC
(209) HARDER MECHANICAL CONTR INC
(210) HASKELL CORP
(211) HENSON ROBINSON COMPANY
(212) HI-TECH WELD OVERLAY GROUP LLC
(213) HOHL INDUSTRIAL SERVICES INC
(214) HOLLY CONSTRUCTION CO INC
(215) INDEPENDENT MECHANICAL IND
(216) INDUSTRIAL CONTRACTORS INC-ICI
(217) INDUSTRIAL MAINTENANCE SERVICE
(218) J & J GENERAL MAINTENANCE INC
(219) J J WHITE INC
(220) JAFFA CONSTRUCTION INC
(221) JAMAR COMPANY
(222) JERSEY TANK FABRICATORS INC
(223) KASSELMAN ELECTRIC CO INC
(224) KENNEDY TANK & MFG CO INC
(225) LAKEHEAD CONSTRUCTORS INC
(226) LYNN LEFEVRE WELDING
(227) MC GRAWKOKOSING INC
(228) MC INDUSTRIAL INC
(229) MI DE CON INC
(230) MID MOUNTAIN BOILER & STEAM IN
(231) MIDWEST STEEL INC
(232) MILLCO MECHANICAL INC
(233) MILLER INDUSTR SERV TEAMS INC
(234) MILLER MECHANICAL SERVICES
(235) MINNOTTE CONTR & ERECT CORP
(236) MONARCH WELDING & ENG INC
(237) MORRISON CONSTRUCTION CO
(238) MUNROE INC
(239) MURPHY COMPANY
(240) NB PROCESSING
(241) NEW AGE FASTENING SYSTEMS INC
(242) NOLAN BOILER & TANK SERV
(243) O'CONNOR CORPORATION
(244) OTONE MECHANICAL CONSTRUCTION
(245) PALMER CONTRACTORS LLC
(246) PERFORMANCE CONTRACTING INC
(247) PHILLIPS GENERAL AND MECHANICA
(248) PIONEER PIPE INC
(249) PIPING & EQUIPMENT CO INC
(250) POPHAM MECHANICAL CONTRACTORS
(251) POWER & COMBUSTION CO
(252) POWER SOURCE SERVICES INC
(253) PSF INDUSTRIES INC
(254) R C R SERVICES INC
(255) R E C O CONSTRUCTORS INC
(256) RYAN & ASSOCIATES INC
(257) S B S CONSTRUCTORS INC
(258) SCHECK MECHANICAL CORPORATION
(259) SHELBY MECHANICAL INC
(260) SIMAKAS COMPANY INC
(261) SONGER SALES & SERVICES INC
(262) SOUTHERN SYNERGY
(263) SPECIALTY TOWER & REVAMP SVCS
(264) SR INDUSTRIAL SOLUTIONS LLC
(265) STACK BROTHERS
(266) STERETT CRANE
(267) STERLING BOILER & MECH INC
(268) T BAILEY INC
(269) TANK-TEK OF KENTUCKY INC
(270) TECHNICAL ERECTORS INC
(271) TENCON INC
(272) TRI RIVERS WELDING INC
(273) TUTOR PERINI CORPORATION
(274) TWEET GAROT MECHANICAL INC
(275) TWIN WIRE ARC INC
(276) UNION TANK ERECTION INC
(277) WACHS TECHNICAL SERVICES LTD
(278) WALTERS METAL FABRICATION
(279) WELDTECH SERVICES INC
(280) WILTSIE CONSTRUCTION CO INC
(281) WINBCO TANK COMPANY
(282) WOOD MILTON J COMPANY
(283) WRIGLEY MECHANICAL INC

Schedule R (Form 990) 2015

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2015

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2015

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation
RELATED ORGANIZATIONS THAT NO TAX CLASSIFICATION WAS GIVEN FOR:	A T I SERVICES LLC ABACUS PROJECT MANAGEMENT INC ADIRONDACK MECH SERVICES LLC ADVANCE BOILER & TANK CO AHC MECHANICAL SERVICES LLC AIRCO WELDING SERVICES ALL INDUSTRIAL SERVICES AMERICAN GROUP OF CONSTRUCTORS AMERICAN HYDRAULIC SERVICES AMS MECHANICAL SYSTEMS INC ARCO ENTERPRISES INC ASBESTOS WORKERS LOCAL 2 ASBESTOS WORKERS LOCAL 38 ATLAS TANK INC B M W C CONSTRUCTORS INC BEN HUR IND CONSTRUCTORS LLC BLACK & VEATCH CONSTRUCTION BOILERMAKERS NAT'L H&W CANADA BRENNAN IND CONTRACTORS INC BURKHALTER TRANSPORT INC CARROLL COUNTY CONSTRUCTORS CB &I PROJECT SERVICES GROUP CESA CONTRACTORS INC CHADWICK A T CO INC CORE 10 FIELD SERVICES CORRIGAN COMPANY CPS INDUSTRIAL D W SERVICES LLC DIXIE MECHANICAL INC DRAGADOS FLATIRON SUKUT ELECTRICAL ENERGY SERV INC EMPIRE STATE CARPENTERS FEDERAL ENGINEERS & CONST FRASER SHIPYARDS INC GEIGER BROTHERS MECH CONT INC GILLESPIE & POWERS INC GIVOO J CONSULTANTS INC GUNDLACH CHAMPION INC HABERBERGER INC HAYES PMC LLC HYDRA US LLC IAN KATWAROO INTERSTATE ENVIRONMENTAL SRVCS IRON WORKERS LOCAL 55 IRON WORKERS OF WESTERN PA IRONWORKERS LOCAL 25 IRONWORKERS LOCAL 549 & 550 J F ERICKSON & ASSOC JETT INDUSTRIES JOHNSON CONTRACTORS INC KIEWIT ENERGY COMPANY M R L CONSTRUCTORS OF NY LTD MAINCON SERVICES MATRIX NAC MAVO SYSTEMS INC MECCON INDUSTRIES INC METRO CRANE & RIGGING MILCO CONSTRUCTORS INC MIRON CONSTRUCTION CO INC NJL SERVICES LLC NORTHERN IND ERECTORS INC NYC DISTRICT OF CARPENTERS OHIO ST PLUMBERS & PIPEFITTERS PIPE FITTERS LOCAL 120 PIPEFITTER LOCAL 174 PLUMBERS & PIPEFITTERS L 520 PLUMBERS & STEAMFITTERS L 22 PLUMBERS AND STEAMFITTERS L 52 POOLE & KENT CO POWER PIPING CO PRECISION SURVEILLANCE CORP PRIME INC SAVANNAH RIVER REMEDIATION SCM SOLUTIONS LLC SNC LAVALIN CONSTRUCTORS INC SO CAL PIPELINE WELDING INC SOUTHEAST DISTRICT LODGE 3 STEAMFITTERS & PLUMBERS L 464 TEAM INDUSTRIAL SERVICES INC TECHWEST SERVICES THERMAL SOLUTIONS INC THOMPSON TANK & CONSTR CO TITAN CONSTRUCTION LLC TOTAL VENTILATION SOLUTIONS TRISTAN FABRICATORS LLC TURBINEPROS LLC TWIN CITIES IRON WORKERS L 512 UA PLUMBERS LOCAL 357 UNITED TECHNICAL SERVICES LLC VERTICAL ACCESS SOLUTIONS WESTERN INDUSTRIAL CONTR INC WHERTEC INC WM T SPAEDER INC
RELATED ORGANIZATIONS TAXABLE AS AN INDIVIDUAL OR SOLE PROPRIETOR:	HICKMANS WELDING IPC LYDON POWER TECH SERVICES LLC THOMAS J'S WELDING

Return Reference

Explanation

RELATED ORGANIZATIONS THAT NO TAX CLASSIFICATION WAS GIVEN FOR:

A T I SERVICES LLC ABACUS PROJECT MANAGEMENT INC ADIRONDACK MECH SERVICES LLC ADVANCE BOILER & TANK CO AHC MECHANICAL SERVICES LLC AIRCO WELDING SERVICES ALL INDUSTRIAL SERVICES AMERICAN GROUP OF CONSTRUCTORS AMERICAN HYDRAULIC SERVICES AMS MECHANICAL SYSTEMS INC ARCO ENTERPRISES INC ASBESTOS WORKERS LOCAL 2 ASBESTOS WORKERS LOCAL 38 ATLAS TANK INC B M W C CONSTRUCTORS INC BEN HUR IND CONSTRUCTORS LLC BLACK & VEATCH CONSTRUCTION BOILERMAKERS NAT'L H&W CANADA BRENNAN IND CONTRACTORS INC BURKHALTER TRANSPORT INC CARROLL COUNTY CONSTRUCTORS CB &I PROJECT SERVICES GROUP CESA CONTRACTORS INC CHADWICK A T CO INC CORE 10 FIELD SERVICES CORRIGAN COMPANY CPS INDUSTRIAL D W SERVICES LLC DIXIE MECHANICAL INC DRAGADOS FLATIRON SUKUT ELECTRICAL ENERGY SERV INC EMPIRE STATE CARPENTERS FEDERAL ENGINEERS & CONST FRASER SHIPYARDS INC GEIGER BROTHERS MECH CONT INC GILLESPIE & POWERS INC GIVOO J CONSULTANTS INC GUNDLACH CHAMPION INC HABERBERGER INC HAYES PMC LLC HYDRA US LLC IAN KATWAROO INTERSTATE ENVIRONMENTAL SRVCS IRON WORKERS LOCAL 55 IRON WORKERS OF WESTERN PA IRONWORKERS LOCAL 25 IRONWORKERS LOCAL 549 & 550 J F ERICKSON & ASSOC JETT INDUSTRIES JOHNSON CONTRACTORS INC KIEWIT ENERGY COMPANY M R L CONSTRUCTORS OF NY LTD MAINCON SERVICES MATRIX NAC MAVO SYSTEMS INC MECCON INDUSTRIES INC METRO CRANE & RIGGING MILCO CONSTRUCTORS INC MIRON CONSTRUCTION CO INC NJL SERVICES LLC NORTHERN IND ERECTORS INC NYC DISTRICT OF CARPENTERS OHIO ST PLUMBERS & PIPEFITTERS PIPE FITTERS LOCAL 120 PIPEFITTER LOCAL 174 PLUMBERS & PIPEFITTERS L 520 PLUMBERS & STEAMFITTERS L 22 PLUMBERS AND STEAMFITTERS L 52 POOLE & KENT CO POWER PIPING CO PRECISION SURVEILLANCE CORP PRIME INC SAVANNAH RIVER REMEDIATION SCM SOLUTIONS LLC SNC LAVALIN CONSTRUCTORS INC SO CAL PIPELINE WELDING INC SOUTHEAST DISTRICT LODGE 3 STEAMFITTERS & PLUMBERS L 464 TEAM INDUSTRIAL SERVICES INC TECHWEST SERVICES THERMAL SOLUTIONS INC THOMPSON TANK & CONSTR CO TITAN CONSTRUCTION LLC TOTAL VENTILATION SOLUTIONS TRISTAN FABRICATORS LLC TURBINEPROS LLC TWIN CITIES IRON WORKERS L 512 UA PLUMBERS LOCAL 357 UNITED TECHNICAL SERVICES LLC VERTICAL ACCESS SOLUTIONS WESTERN INDUSTRIAL CONTR INC WHERTEC INC WM T SPAEDER INC

RELATED ORGANIZATIONS TAXABLE AS AN INDIVIDUAL OR SOLE PROPRIETOR:

HICKMANS WELDING IPC LYDON POWER TECH SERVICES LLC THOMAS J'S WELDING

Schedule R (Form 990) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND WELFARE BENEFITS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	16
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	277,896,183	262,885,883
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	14,190,429	28,661,353
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	488,376	320,258
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	292,574,988	291,867,494
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	70,237,085	246,667,369
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,188,081	804,588
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	8,857,675	8,385,306
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	80,282,841	255,857,263
19	Revenue less expenses. Subtract line 18 from line 12.......	212,292,147	36,010,231
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	896,819,649	923,282,168
21	Total liabilities (Part X, line 26).............	71,122,861	91,331,175
22	Net assets or fund balances. Subtract line 21 from line 20.....	825,696,788	831,950,993

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	84,307	100,984	88,683

		Business Code
2a	EMPLOYER CONTRIBUTIONS	525100	211,543,026	211,543,026
b	EMPLOYEE CONTRIBUTIONS	525100	45,734,325	45,734,325
c	PRESCRIPTION REBATES	525100	5,381,517	5,381,517
d	DELINQUENT EMPLOYER INTEREST	525100	143,401	143,401
e	MEDICARE SUBSIDY	525100	83,614	83,614
f	All other program service revenue.
g Total.Add lines 2a–2f.....			262,885,883

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			16,729,085			16,729,085
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,362,114,426
b	Less: cost or other basis and sales expenses		1,350,182,158
c	Gain or (loss)		11,932,268
d	Net gain or (loss).....			11,932,268			11,932,268
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS INCOME		525100	211,712			211,712
b	SECURITIES LENDING INCOME		525100	100,134			100,134
c	DISPOSAL OF ASSETS		525100	8,412			8,412
d	All other revenue ....
e	Total. Add lines 11a–11d ......			320,258
12	Total revenue. See Instructions......			291,867,494	262,885,883	0	28,981,611

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2	Grants and other assistance to individuals in the United States. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members	246,667,369
5	Compensation of current officers, directors, trustees, and key employees ....	108,944
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	313,283
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	149,449
9	Other employee benefits .......	192,866
10	Payroll taxes ...........	40,046
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	314,571
c	Accounting ...........	315,400
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	3,282,634
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,238,280
12	Advertising and promotion ....
13	Office expenses .......	95,739
14	Information technology ......	52,262
15	Royalties ..
16	Occupancy ...........	30,431
17	Travel ............	86,606
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	25,921
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	103,992
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	TRANSITIONAL REINSURANC	1,839,470
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	255,857,263
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,411	1	109,357
2	Savings and temporary cash investments .........			49,727,729	2	71,749,247
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			12,290,000	4	12,550,000
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			59,779	9	22,585
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,287
b	Less: accumulated depreciation	10b	2,287	0	10c	0
11	Investments—publicly traded securities .			488,037,920	11	354,068,675
12	Investments—other securities. See Part IV, line 11 .....			342,025,944	12	463,526,142
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			4,675,866	15	21,256,162
16	Total assets. Add lines 1 through 15 (must equal line 34)...			896,819,649	16	923,282,168

17	Accounts payable and accrued expenses .....	3,699,619	17	2,997,617
18	Grants payable ...		18
19	Deferred revenue .........	4,273,455	19	4,846,556
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D	63,149,787	25	83,487,002
26	Total liabilities. Add lines 17 through 25..	71,122,861	26	91,331,175

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets		27
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....	0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund ...	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	825,696,788	32	831,950,993
33	Total net assets or fund balances ...........	825,696,788	33	831,950,993
34	Total liabilities and net assets/fund balances ........	896,819,649	34	923,282,168