TY 2022 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/1099-NEC)
(1) LAWRENCE PICARDI SR...................................................................... TRUSTEE	2.00 ................. 55.00	X			0	177,787	131,575
(2) SANDRA HUNT...................................................................... TRUSTEE	1.00 ................. 1.00	X			3,908	0	3,015
(3) ANTONIO ACEVEDO...................................................................... TRUSTEE	1.00 ................. 46.00	X			0	138,224	77,830
(4) JAY LA SALA...................................................................... TRUSTEE	1.00 ................. 1.00	X			3,926	58,211	40,951
(5) KEVIN FARLEY...................................................................... TRUSTEE	2.00 ................. 55.00	X			0	191,226	138,810
(6) GUADALUPE RODRIGUEZ...................................................................... TRUSTEE	1.00 ................. 1.00	X			4,306	0	3,317
(7) STEVE BAUMGARTNER...................................................................... TRUSTEE	2.00 ................. 6.00	X			0	0	0
(8) MICHAEL DYNOWSKI...................................................................... TRUSTEE	1.00 ................. 2.00	X			0	0	0
(9) JOHN HALLBERG...................................................................... TRUSTEE	1.00 ................. 2.00	X			0	0	0
(10) MICHAEL KOLBERG...................................................................... TRUSTEE	2.00 ................. 4.00	X			0	0	0
(11) ROBERT KUTROVATZ...................................................................... TRUSTEE	1.00 ................. 2.00	X			0	0	0
(12) LANCE HORNADAY...................................................................... TRUSTEE	1.00 ................. 2.00	X			0	0	0
(13) PHIL DIEKEMPER...................................................................... TRUSTEE-PAST	1.00 ................. 5.00	X			0	0	0
(14) WILLIAM BEEMAN...................................................................... ADMINISTRATOR	18.00 ................. 22.00		X		147,415	3,597	85,408
(15) ANGELO FEOLA...................................................................... COLLECTION COORDINATOR	14.00 ................. 26.00			X	137,684	11,455	77,831
(16) COLLEEN LAKIS...................................................................... CONTROLLER	12.00 ................. 28.00			X	110,688	0	62,674
(17) CHARLIE PICARDI...................................................................... COLLECTION COORDINATOR	20.00 ................. 20.00			X	127,044	7,167	70,253

(A) Name and business address	(B) Description of services	(C) Compensation
CERNER HEALTH CONNECTIONS 2800 ROCK CREEK PARKWAY KANSAS CITY,MO64117	HEALTH CLINIC MANAGEMENT	985,477
BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO,IL606015099	PPO PROVIDER	519,570
UNION EYES 2400 MADISON STREET STE 102B BELLWOOD,IL60104	HEALTH CLINIC MANAGEMENT	297,147
JOHNSON & KROL 311 S WACKER DRIVE STE 1050 CHICAGO,IL60606	LEGAL	268,589
LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER STE 7 WESTCHESTER,IL60154	ACCOUNTING	225,152
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 5

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

CEMENT MASONS INSTITUTE LOCAL 502
WELFARE TRUST FUND

Employer identification number

36-2196729

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization CEMENT MASONS INSTITUTE LOCAL 502 WELFARE TRUST FUND

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization CEMENT MASONS INSTITUTE LOCAL 502 WELFARE TRUST FUND		Employer identification number 36-2196729

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization CEMENT MASONS INSTITUTE LOCAL 502 WELFARE TRUST FUND			Employer identification number 36-2196729
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- 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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CEMENT MASONS INSTITUTE LOCAL 502
WELFARE TRUST FUND

Employer identification number

36-2196729

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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2021

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

Term 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	1,683,686	552,002	1,131,684
d	Equipment ....	288,501	178,102	110,399
e	Other .....	40,592	6,765	33,827
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,275,910

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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) BGO DIVERSIFIED US PROPERTY FUND LP	3,886,176	F
(B) U.S. REAL ESTATE INVESTMENT FUND LLC	3,911,083	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	7,797,259

Part VIII

Investments - Program 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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) 2021

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	17,985,799
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-8,928,102
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	-8,928,102
3	Subtract line 2e from line 1..................			3	26,913,901
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	99,754
b	Other (Describe in Part XIII.) ...........	4b	803,627
c	Add lines 4a and 4b....................			4c	903,381
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	27,817,282

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	22,900,758
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	22,900,758
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	99,754
b	Other (Describe in Part XIII.) ............	4b	803,627
c	Add lines 4a and 4b.....................			4c	903,381
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	23,804,139

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:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REIMBURSED ADMINISTRATIVE EXPENSES 803,627.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	REIMBURSED ADMINISTRATIVE EXPENSES 803,627.

Schedule D (Form 990) 2021

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CEMENT MASONS INSTITUTE LOCAL 502
WELFARE TRUST FUND

Employer identification number

36-2196729

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 on 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 on 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 nonfixed
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) 2022

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1KEVIN FARLEY TRUSTEE	(i) (ii)	0 ------------- 189,586	0 ------------- 0	0 ------------- 1,640	0 ------------- 108,346	0 ------------- 30,464	0 ------------- 330,036	0 ------------- 0
2LAWRENCE PICARDI SR TRUSTEE	(i) (ii)	0 ------------- 176,336	0 ------------- 0	0 ------------- 1,451	0 ------------- 102,423	0 ------------- 29,152	0 ------------- 309,362	0 ------------- 0
3WILLIAM BEEMAN ADMINISTRATOR	(i) (ii)	146,258 ------------- 3,597	0 ------------- 0	1,157 ------------- 0	59,316 ------------- 0	26,092 ------------- 0	232,823 ------------- 3,597	0 ------------- 0
4ANGELO FEOLA COLLECTION COORDINATOR	(i) (ii)	137,684 ------------- 11,455	0 ------------- 0	0 ------------- 0	53,924 ------------- 0	23,907 ------------- 0	215,515 ------------- 11,455	0 ------------- 0
5ANTONIO ACEVEDO TRUSTEE	(i) (ii)	0 ------------- 137,366	0 ------------- 0	0 ------------- 858	0 ------------- 53,924	0 ------------- 23,906	0 ------------- 216,054	0 ------------- 0
6CHARLIE PICARDI COLLECTION COORDINATOR	(i) (ii)	127,044 ------------- 7,167	0 ------------- 0	0 ------------- 0	48,532 ------------- 0	21,721 ------------- 0	197,297 ------------- 7,167	0 ------------- 0
7COLLEEN LAKIS CONTROLLER	(i) (ii)	110,688 ------------- 0	0 ------------- 0	0 ------------- 0	43,139 ------------- 0	19,535 ------------- 0	173,362 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

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

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

CEMENT MASONS INSTITUTE LOCAL 502
WELFARE TRUST FUND

Employer identification number

36-2196729

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS' REVIEW, THE FORM IS APPROVED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD OF TRUSTEES AND THE FUND ADMINISTRATOR SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT.
FORM 990, PART VI, SECTION B, LINE 15	SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990, PART VII, SECTION A, LINE 1A:	THE ORGANIZATION'S ADMINISTRATOR AND HIGHEST COMPENSATED EMPLOYEES ARE SHARED WITH NUMEROUS RELATED ORGANIZATIONS. THE REPORTING ORGANIZATION IS RESPONSIBLE FOR PAYROLL AND IS REIMBURSED BY THE RELATED ORGANIZATIONS FOR THEIR ALLOCATED PORTION OF THE SALARY AND RELATED EXPENSES.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CEMENT MASONS INSTITUTE LOCAL 502
WELFARE TRUST FUND

Employer identification number

36-2196729

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)PENSION FUND OF CEMENT MASONS UNION LOCAL NO 502 739 25TH AVENUE BELLWOOD,IL60104 51-6034597	PROVIDE DEATH AND RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS	IL	401(A)	N/A	N/A		No
(2)CEMENT MASONS LOCAL NO 502 SAVINGS FUND 739 25TH AVENUE BELLWOOD,IL60104 36-6411337	SAVINGS PLAN	IL	501(C)(9)	N/A	N/A		No
(3)CEMENT MASONS LOCAL NO 502 APPRENTICE EDUCATIONAL & TRAINING 739 25TH AVENUE BELLWOOD,IL60104 36-2487783	TO TRAIN AND EDUCATE APPRENTICES AS CEMENT MASONS	IL	501(C)(5)	N/A	N/A		No
(4)CEMENT MASONS UNION LOCAL NO 502 739 25TH AVENUE BELLWOOD,IL60104 36-0881245	LABOR UNION	IL	501(C)(5)	N/A	N/A		No
(5)CEMENT MASONS' LOCAL NO 502 RETIREE WELFARE FUND 739 25TH AVENUE BELLWOOD,IL60104 80-0967048	PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE RETIRED PARTICIPANTS	IL	501(C)(9)	N/A	N/A		No
(6)CEMENT MASONS' LOCAL 502 AND PLASTERERS' AREA 5 ANNUITY FUND 739 25TH AVENUE BELLWOOD,IL60104 36-4280579	PROVIDE RETIREMENT, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS	IL	401(A)	N/A	N/A		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) 3P UTILITY SERVICES	CONTRIBUTING EMPLOYER								No
(2) 7 COUNTY CONCRETE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(3) A B I CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(4) A C READY MIX CONCRETE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(5) A M S MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(6) A NEW BEGINNING CONC POLISHING	CONTRIBUTING EMPLOYER								No
(7) A R S LANDSCAPING	CONTRIBUTING EMPLOYER								No
(8) ABBEY PAVING & SEALCOATING CO	CONTRIBUTING EMPLOYER								No
(9) ACCU FLOW FLOORS INC	CONTRIBUTING EMPLOYER								No
(10) ACHILLES INC	CONTRIBUTING EMPLOYER								No
(11) ACTION CAULKING & SEALANT	CONTRIBUTING EMPLOYER								No
(12) ACURA INC	CONTRIBUTING EMPLOYER								No
(13) ADJUSTABLE FORMS INC	CONTRIBUTING EMPLOYER								No
(14) ADVANTAGE PAVING SOLUTIONS	CONTRIBUTING EMPLOYER								No
(15) ALLEN PRESTWOOD CONC CONST INC	CONTRIBUTING EMPLOYER								No
(16) ALL-FIVE CONC CUTTING INC	CONTRIBUTING EMPLOYER								No
(17) ALLIANCE CONTRACTORS INC	CONTRIBUTING EMPLOYER								No
(18) ALLIANCE SPECIALTY TRADES INC	CONTRIBUTING EMPLOYER								No
(19) ALLIED WATERPROOFING INC	CONTRIBUTING EMPLOYER								No
(20) ALRIGHT CONCRETE CO	CONTRIBUTING EMPLOYER								No
(21) AMERICAN CONCRETE RESTORATIONS	CONTRIBUTING EMPLOYER								No
(22) AMERICAN GRADING INC	CONTRIBUTING EMPLOYER								No
(23) AMX NOOTER	CONTRIBUTING EMPLOYER								No
(24) ANTIGUA INC DBA ANTIGUA CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(25) ARAIZA CORPORATION	CONTRIBUTING EMPLOYER								No
(26) AREATHA CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(27) ARGO CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(28) ARTLOW SYSTEMS DIV ARCHEM INC	CONTRIBUTING EMPLOYER								No
(29) ASC INSULATION & FIREPROF	CONTRIBUTING EMPLOYER								No
(30) AUSTIN TYLER CONST INC	CONTRIBUTING EMPLOYER								No
(31) AZTEC CEMENT CO	CONTRIBUTING EMPLOYER								No
(32) B & B CONCRETE INC	CONTRIBUTING EMPLOYER								No
(33) B P A CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(34) B S & T (DBA PIRTANO CONSTRUCTION CO)	CONTRIBUTING EMPLOYER								No
(35) BAREFOOT CONCRETE COATINGS	CONTRIBUTING EMPLOYER								No
(36) BARRIER CORP	CONTRIBUTING EMPLOYER								No
(37) BARTON MALOW COMPANY	CONTRIBUTING EMPLOYER								No
(38) BATTIS CONCRETE CONST	CONTRIBUTING EMPLOYER								No
(39) BAUER AND BAUER CONCRETE INC	CONTRIBUTING EMPLOYER								No
(40) BAUMGARTNER CONST INC	CONTRIBUTING EMPLOYER								No
(41) BENCHMARK CONST CO INC	CONTRIBUTING EMPLOYER								No
(42) BERGER EXCAVATING CONTRACTOR INC	CONTRIBUTING EMPLOYER								No
(43) BERGLUND FRED & SONS INC	CONTRIBUTING EMPLOYER								No
(44) BLAST IT ALL MIDWEST	CONTRIBUTING EMPLOYER								No
(45) BLINDERMAN CONSTR CO INC	CONTRIBUTING EMPLOYER								No
(46) BOLDT COMPANY	CONTRIBUTING EMPLOYER								No
(47) BOLLER CONST CO	CONTRIBUTING EMPLOYER								No
(48) BRANDONISIO & COMPANY	CONTRIBUTING EMPLOYER								No
(49) BUILDERS CONCRETE SERVICES LLC	CONTRIBUTING EMPLOYER								No
(50) BULLEY & ANDREWS	CONTRIBUTING EMPLOYER								No
(51) BURNS JOHN CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(52) BUTLER CORING INC	CONTRIBUTING EMPLOYER								No
(53) C P M H CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(54) C S I 3000	CONTRIBUTING EMPLOYER								No
(55) CAMOSY INC	CONTRIBUTING EMPLOYER								No
(56) CAPITOL CEMENT CO INC	CONTRIBUTING EMPLOYER								No
(57) CARBO CONST INC	CONTRIBUTING EMPLOYER								No
(58) CARRERA CONC CONST INC	CONTRIBUTING EMPLOYER								No
(59) CELLCRETE DECKS	CONTRIBUTING EMPLOYER								No
(60) CERAMI CONST CO LTD	CONTRIBUTING EMPLOYER								No
(61) CHADWICK CONTRACTING	CONTRIBUTING EMPLOYER								No
(62) CHICAGO HEIGHTS CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(63) CHICAGO ORNAMENTAL PLASTERING	CONTRIBUTING EMPLOYER								No
(64) CHICAGO PAVING & CONCRETE INC	CONTRIBUTING EMPLOYER								No
(65) CHICAGO POOLS INC	CONTRIBUTING EMPLOYER								No
(66) CHICAGO SURFACE CUT INC	CONTRIBUTING EMPLOYER								No
(67) CHICAGOTOWN CONST	CONTRIBUTING EMPLOYER								No
(68) CIBULKA CONC CONST INC	CONTRIBUTING EMPLOYER								No
(69) CITY LIGHTS LTD	CONTRIBUTING EMPLOYER								No
(70) CLARK R & W CONST INC	CONTRIBUTING EMPLOYER								No
(71) COBRA CONCRETE CUTTING SERVICES	CONTRIBUTING EMPLOYER								No
(72) COMPASS CONCRETE MAINTENANCE	CONTRIBUTING EMPLOYER								No
(73) CONCRETE STRUCTURES	CONTRIBUTING EMPLOYER								No
(74) CONCRETE STRUCTURESSACHI JV	CONTRIBUTING EMPLOYER								No
(75) CONST IND WELF FUND OF ROCKFRD	CONTRIBUTING EMPLOYER								No
(76) CONSTRUCTION INDUSTRY WELFARE	CONTRIBUTING EMPLOYER								No
(77) COPENHAVER CONST	CONTRIBUTING EMPLOYER								No
(78) CORE FLOORING INC	CONTRIBUTING EMPLOYER								No
(79) COST OF WISCONSIN INC	CONTRIBUTING EMPLOYER								No
(80) CUSTOM CONCRETE CUTTING INC	CONTRIBUTING EMPLOYER								No
(81) CUT & FILL LLC	CONTRIBUTING EMPLOYER								No
(82) D CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(83) DAKER CORPORATION	CONTRIBUTING EMPLOYER								No
(84) DAVIS CONCRETE CONST CO	CONTRIBUTING EMPLOYER								No
(85) DECORATORS SUPPLY CORP (H)	CONTRIBUTING EMPLOYER								No
(86) DESIGN BY THREE CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(87) DIAN INC	CONTRIBUTING EMPLOYER								No
(88) DINATALE CONST INC	CONTRIBUTING EMPLOYER								No
(89) DIVINE CEMENT	CONTRIBUTING EMPLOYER								No
(90) D'LAND CONST LLC	CONTRIBUTING EMPLOYER								No
(91) DUBOIS PAVING COMPANY	CONTRIBUTING EMPLOYER								No
(92) DUCO CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(93) DUNNET BAY CONST CO	CONTRIBUTING EMPLOYER								No
(94) DUNTEMAN R W CO	CONTRIBUTING EMPLOYER								No
(95) DYKSTRA CONCRETE CONST CO	CONTRIBUTING EMPLOYER								No
(96) E S W ROYAL CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(97) EAGLE CONCRETE INC	CONTRIBUTING EMPLOYER								No
(98) ELECTRIC CONDUIT CONST CO	CONTRIBUTING EMPLOYER								No
(99) ELLIOT CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(100) ENGER-VAVRA INCORPORATED	CONTRIBUTING EMPLOYER								No
(101) ENGSTROM CONST CO	CONTRIBUTING EMPLOYER								No
(102) ERA-VALDIVIA CONTRACTORS INC	CONTRIBUTING EMPLOYER								No
(103) EVERGREENE ARCHITECHTURAL ARTS INC	CONTRIBUTING EMPLOYER								No
(104) FERRO P T CONST COMPANY	CONTRIBUTING EMPLOYER								No
(105) FLOOR TECH SOLUTIONS INC	CONTRIBUTING EMPLOYER								No
(106) FOGARTY ED CONCRETE CONST INC	CONTRIBUTING EMPLOYER								No
(107) FRIEDLER CONST CO	CONTRIBUTING EMPLOYER								No
(108) G & M CEMENT CONST	CONTRIBUTING EMPLOYER								No
(109) G & V CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(110) G A PAVING LLC	CONTRIBUTING EMPLOYER								No
(111) G L I SERVICESGEORGE'S LANDSC	CONTRIBUTING EMPLOYER								No
(112) GALLAGHER ASPHALT CORP	CONTRIBUTING EMPLOYER								No
(113) GENEVA CONST CO	CONTRIBUTING EMPLOYER								No
(114) GILL J & COMPANY	CONTRIBUTING EMPLOYER								No
(115) GLOBE CONSTR INC	CONTRIBUTING EMPLOYER								No
(116) GOEBEL FORMING LLC	CONTRIBUTING EMPLOYER								No
(117) GOLF CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(118) GRADE RC LLC	CONTRIBUTING EMPLOYER								No
(119) GRANITE CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(120) H & S CONCRETE CONST INC	CONTRIBUTING EMPLOYER								No
(121) H3 CONCRETE INC	CONTRIBUTING EMPLOYER								No
(122) HACIENDA LANDSCAPING INC	CONTRIBUTING EMPLOYER								No
(123) HAINES S PAVING & EXCAVATING	CONTRIBUTING EMPLOYER								No
(124) HARD SURFACE FINISHERS INC	CONTRIBUTING EMPLOYER								No
(125) HASSE CONST CO INC	CONTRIBUTING EMPLOYER								No
(126) HEITKOTTER INC	CONTRIBUTING EMPLOYER								No
(127) HENDERSON JOSEPH J & SON INC	CONTRIBUTING EMPLOYER								No
(128) HENRY BROTHERS COMPANY	CONTRIBUTING EMPLOYER								No
(129) HENRY HUGH CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(130) HERLIHY MID CONTINENT CO	CONTRIBUTING EMPLOYER								No
(131) HONCH CONCRETE LLC	CONTRIBUTING EMPLOYER								No
(132) HOOVER & WELLS INC	CONTRIBUTING EMPLOYER								No
(133) HUMIR CONST INC	CONTRIBUTING EMPLOYER								No
(134) I H C CONST COMPANIES LLC	CONTRIBUTING EMPLOYER								No
(135) I W S INC	CONTRIBUTING EMPLOYER								No
(136) IAP CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(137) ICI IMPRESSIVE CONST CO INC	CONTRIBUTING EMPLOYER								No
(138) II IN ONE CONTRS INC	CONTRIBUTING EMPLOYER								No
(139) II IN ONE CONTRSREBAR JV	CONTRIBUTING EMPLOYER								No
(140) ILLINOIS CONSTRUCTORS CORP	CONTRIBUTING EMPLOYER								No
(141) INDEPENDENT PAVING CO INC	CONTRIBUTING EMPLOYER								No
(142) INNOVATION LANDSCAPE INC	CONTRIBUTING EMPLOYER								No
(143) IPEMA CONCRETE CONSTR	CONTRIBUTING EMPLOYER								No
(144) J B CONCRETE CONTRACTOR	CONTRIBUTING EMPLOYER								No
(145) J G DEMO	CONTRIBUTING EMPLOYER								No
(146) J L J CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(147) JOHANSON CARL & SON CO INC	CONTRIBUTING EMPLOYER								No
(148) JOHNSON H CONCRETE	CONTRIBUTING EMPLOYER								No
(149) JOHNSTON W F CONST INC	CONTRIBUTING EMPLOYER								No
(150) JUDLAU CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(151) K S ENERGY SERVICES LLC	CONTRIBUTING EMPLOYER								No
(152) KATS & SONS INC	CONTRIBUTING EMPLOYER								No
(153) KELLY PLASTERING	CONTRIBUTING EMPLOYER								No
(154) KENNY KRAEMER	CONTRIBUTING EMPLOYER								No
(155) K-FIVE CONSTR CORP	CONTRIBUTING EMPLOYER								No
(156) KLATT ENTERPRISES INC	CONTRIBUTING EMPLOYER								No
(157) KOLE CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(158) KREATIVE SCAPE INC	CONTRIBUTING EMPLOYER								No
(159) KUYPERS BROS	CONTRIBUTING EMPLOYER								No
(160) L S CONTRACTING GROUP	CONTRIBUTING EMPLOYER								No
(161) LAGIOIA CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(162) LAKES & RIVERS CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(163) LAMP A CONC CONTRS INC	CONTRIBUTING EMPLOYER								No
(164) LAMPIGNANO & SON CONST	CONTRIBUTING EMPLOYER								No
(165) LANDMARK CONTRS INC	CONTRIBUTING EMPLOYER								No
(166) LB HALL ENTERPRISES INC	CONTRIBUTING EMPLOYER								No
(167) LEINWEBER F H COMPANY INC	CONTRIBUTING EMPLOYER								No
(168) LEON CONST CO	CONTRIBUTING EMPLOYER								No
(169) LEVY COMPANY	CONTRIBUTING EMPLOYER								No
(170) LINDBLAD CONST CO OF JOLIET	CONTRIBUTING EMPLOYER								No
(171) LITE CONST INC	CONTRIBUTING EMPLOYER								No
(172) LIVEWIRE ELECTRICAL SYSTEMS	CONTRIBUTING EMPLOYER								No
(173) LORIG CONST CO	CONTRIBUTING EMPLOYER								No
(174) M & J ASPHALT PAVING CO INC	CONTRIBUTING EMPLOYER								No
(175) M & J UNDERGROUND INC	CONTRIBUTING EMPLOYER								No
(176) M & Q CONST CO	CONTRIBUTING EMPLOYER								No
(177) M J T J CONTR & BLDRS INC	CONTRIBUTING EMPLOYER								No
(178) M T H FIREPROOFING LLC	CONTRIBUTING EMPLOYER								No
(179) M T H UNDERLAYMENT LLC	CONTRIBUTING EMPLOYER								No
(180) MANUSOS GENERAL CONTRACTING	CONTRIBUTING EMPLOYER								No
(181) MARTAM CONST INC	CONTRIBUTING EMPLOYER								No
(182) MARTIN CEMENT CO	CONTRIBUTING EMPLOYER								No
(183) MARTIN T CONCRETE LLC	CONTRIBUTING EMPLOYER								No
(184) MARTINEZ FROGS INC	CONTRIBUTING EMPLOYER								No
(185) MAUL PAVING INC	CONTRIBUTING EMPLOYER								No
(186) MAVERICK POOLS INC	CONTRIBUTING EMPLOYER								No
(187) MCHUGH CONCRETE CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(188) MEADE ELECTRIC CO	CONTRIBUTING EMPLOYER								No
(189) MILLER CONCRETE	CONTRIBUTING EMPLOYER								No
(190) MECCOR INDUSTRIES LTD	CONTRIBUTING EMPLOYER								No
(191) MONSON-NICHOLAS INC	CONTRIBUTING EMPLOYER								No
(192) MILLER K R CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(193) MURPHY PAVING & SEALCOATING	CONTRIBUTING EMPLOYER								No
(194) NARDULLI J CONCRETE INC	CONTRIBUTING EMPLOYER								No
(195) NATIONAL RESTORATION SYSTEMS	CONTRIBUTING EMPLOYER								No
(196) NATOLA CONCRETE INC	CONTRIBUTING EMPLOYER								No
(197) NEWELL J & J CONC CONTRACTORS	CONTRIBUTING EMPLOYER								No
(198) NOLAN HYLAND A CONTRACTORS INC	CONTRIBUTING EMPLOYER								No
(199) NORTHWEST CONTRS INC	CONTRIBUTING EMPLOYER								No
(200) NORVILLA LLC	CONTRIBUTING EMPLOYER								No
(201) NU VETERANS CONST SERVICES INC	CONTRIBUTING EMPLOYER								No
(202) O NEIL W E CONST COMPANY	CONTRIBUTING EMPLOYER								No
(203) OLSON R CONST CO CONTR INC	CONTRIBUTING EMPLOYER								No
(204) OMEGA CONSTRUCTION SERVICES INC	CONTRIBUTING EMPLOYER								No
(205) ONUS CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(206) ORNELAS CONST CO	CONTRIBUTING EMPLOYER								No
(207) P S I PROFESSIONAL SURFACE INSTA	CONTRIBUTING EMPLOYER								No
(208) PALMER HOUSE HOTEL	CONTRIBUTING EMPLOYER								No
(209) PALOS BUILDERS	CONTRIBUTING EMPLOYER								No
(210) PAN AMERICAN CONST INC	CONTRIBUTING EMPLOYER								No
(211) PAN OCEANIC ENGINEERING CO	CONTRIBUTING EMPLOYER								No
(212) PARKWAY FORMING INC	CONTRIBUTING EMPLOYER								No
(213) PASCHEN FHNIELSEN SN & ASSOC	CONTRIBUTING EMPLOYER								No
(214) PATH CONSTRUCTION COMPANY INC	CONTRIBUTING EMPLOYER								No
(215) PATRIOT CONCRETE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(216) PAUL HERRERA CONSTRUCTION CO LTD	CONTRIBUTING EMPLOYER								No
(217) PELAGIO & SONS INC	CONTRIBUTING EMPLOYER								No
(218) PEPPER CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(219) PETERSON H INC DBA WESTERN SPEC CONTR	CONTRIBUTING EMPLOYER								No
(220) PLOTE CONST INC	CONTRIBUTING EMPLOYER								No
(221) POTTERS IACUNATO CONCRETE CONST INC	CONTRIBUTING EMPLOYER								No
(222) POWER FORCES LLC	CONTRIBUTING EMPLOYER								No
(223) PRECISE CEMENT CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(224) PRECISION EPOXY FLOORING LLC	CONTRIBUTING EMPLOYER								No
(225) PREFERRED CONC & EXCAVATING	CONTRIBUTING EMPLOYER								No
(226) PREMIUM CONCRETE INC	CONTRIBUTING EMPLOYER								No
(227) PRESTA CONST INC	CONTRIBUTING EMPLOYER								No
(228) PULLARA INC	CONTRIBUTING EMPLOYER								No
(229) R C SMITH CONCRETE COMPANY	CONTRIBUTING EMPLOYER								No
(230) RABINE PAVING LLC	CONTRIBUTING EMPLOYER								No
(231) RAFFIN CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(232) RAFY'S CONCRETE INC	CONTRIBUTING EMPLOYER								No
(233) RAGNAR BENSON CONST LLC	CONTRIBUTING EMPLOYER								No
(234) RANGER CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(235) RAPID ROADS INC	CONTRIBUTING EMPLOYER								No
(236) RAUSCH INFRASTRUCTURE LLC	CONTRIBUTING EMPLOYER								No
(237) REYES GROUP LTD	CONTRIBUTING EMPLOYER								No
(238) RINGLANDJOHNSON INC	CONTRIBUTING EMPLOYER								No
(239) ROGER & SONS INC	CONTRIBUTING EMPLOYER								No
(240) ROSSI CONTRACTORS INC	CONTRIBUTING EMPLOYER								No
(241) ROYAL CONCRETE INC	CONTRIBUTING EMPLOYER								No
(242) RUANE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(243) RULAS ENTERPRISE	CONTRIBUTING EMPLOYER								No
(244) RIETH RILEY CONST	CONTRIBUTING EMPLOYER								No
(245) S C K INCORPORATED	CONTRIBUTING EMPLOYER								No
(246) S C Y CONCRETE CONST INC	CONTRIBUTING EMPLOYER								No
(247) SANCHEZ CONST SERVICES	CONTRIBUTING EMPLOYER								No
(248) SCANLON EXCAVATING & CONC INC	CONTRIBUTING EMPLOYER								No
(249) SCHAEFGES BROTHERS INC	CONTRIBUTING EMPLOYER								No
(250) SCHATZ SERVICES LLC	CONTRIBUTING EMPLOYER								No
(251) SCHROEDER & SCHROEDER INC	CONTRIBUTING EMPLOYER								No
(252) SCURTO CEMENT CONST LTD	CONTRIBUTING EMPLOYER								No
(253) SEVEN-D CONST CO	CONTRIBUTING EMPLOYER								No
(254) SJOSTROM & SONS INC	CONTRIBUTING EMPLOYER								No
(255) SKYLINE PLASTERING INC	CONTRIBUTING EMPLOYER								No
(256) SMITH PLASTERING	CONTRIBUTING EMPLOYER								No
(257) SCOTTS RESTORATION CONST	CONTRIBUTING EMPLOYER								No
(258) SONOMA-UNDERGROUND SERVICES	CONTRIBUTING EMPLOYER								No
(259) SPARK CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(260) SPRAY INSULATIONS INC	CONTRIBUTING EMPLOYER								No
(261) STENSTROM EXCAVATION & BLCKTOP	CONTRIBUTING EMPLOYER								No
(262) STRADA CONST	CONTRIBUTING EMPLOYER								No
(263) STRATA CONTRACTORS LTD	CONTRIBUTING EMPLOYER								No
(264) STUCKEY CONST CO INC	CONTRIBUTING EMPLOYER								No
(265) SUBURBAN CONC INC	CONTRIBUTING EMPLOYER								No
(266) SUMIT CONST CO INC	CONTRIBUTING EMPLOYER								No
(267) SHOW ME INDUSTRIAL SERV	CONTRIBUTING EMPLOYER								No
(268) SUPERIOR CONSTRUCTION COMPANY INC	CONTRIBUTING EMPLOYER								No
(269) SUPERIOR CONTRACTING CORPORATION	CONTRIBUTING EMPLOYER								No
(270) SURFPREP INC	CONTRIBUTING EMPLOYER								No
(271) T B S CONC INC	CONTRIBUTING EMPLOYER								No
(272) T K CONCRETE INC	CONTRIBUTING EMPLOYER								No
(273) T S I COMMERCIAL FLOOR COVERING INC	CONTRIBUTING EMPLOYER								No
(274) TERRAZAS LLC	CONTRIBUTING EMPLOYER								No
(275) THORNE ASSOCIATES INC	CONTRIBUTING EMPLOYER								No
(276) TITAN INDUSTRIAL FLOORING	CONTRIBUTING EMPLOYER								No
(277) TONN AND BLANK CONST LLC	CONTRIBUTING EMPLOYER								No
(278) TRI STATE INDUSTRIAL FLOORS INC	CONTRIBUTING EMPLOYER								No
(279) TRIBCO CONST SERVICES LLC	CONTRIBUTING EMPLOYER								No
(280) TRICE CONST CO	CONTRIBUTING EMPLOYER								No
(281) TRIGGI CONST INC	CONTRIBUTING EMPLOYER								No
(282) TRINIDAD CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(283) TWENTY ELEVEN CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(284) TWIN BROS PAVING & CONCRETE	CONTRIBUTING EMPLOYER								No
(285) UNICOR COLORIZED PLAYGROUND	CONTRIBUTING EMPLOYER								No
(286) UNITED ENTERPRISE LLC	CONTRIBUTING EMPLOYER								No
(287) VENETIAN ART INC	CONTRIBUTING EMPLOYER								No
(288) VISSERING CONST CO	CONTRIBUTING EMPLOYER								No
(289) VIXEN CONSTR INC	CONTRIBUTING EMPLOYER								No
(290) WALSH CONST CO OF IL	CONTRIBUTING EMPLOYER								No
(291) WALSH CONST CO-II LLC	CONTRIBUTING EMPLOYER								No
(292) WARD ROBERT H & ASSOC INC	CONTRIBUTING EMPLOYER								No
(293) WHIPPIN WORK LLC	CONTRIBUTING EMPLOYER								No
(294) WHITELINE CONST INC	CONTRIBUTING EMPLOYER								No
(295) WILKIN INSULATION CO	CONTRIBUTING EMPLOYER								No
(296) CARMICHAEL CONST INC	CONTRIBUTING EMPLOYER								No
(297) YOUNG CONCRETE ENTERPRISE	CONTRIBUTING EMPLOYER								No
(298) Z MARTIN PLASTERING	CONTRIBUTING EMPLOYER								No
(299) ZERA CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(300) CHICAGO PARK DISTRICT	CONTRIBUTING EMPLOYER								No
(301) CONCRETE BY WAGNER	CONTRIBUTING EMPLOYER								No
(302) GLADIATOR CONCRETE COMPANY	CONTRIBUTING EMPLOYER								No
(303) CRETESEALERS	CONTRIBUTING EMPLOYER								No
(304) DYNAMIX CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(305) FREY CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(306) J A WATTS INC	CONTRIBUTING EMPLOYER								No
(307) LPS RESTORATIONS INC	CONTRIBUTING EMPLOYER								No
(308) M2 CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(309) PORTER BROTHERS ASPHALT & SEALING	CONTRIBUTING EMPLOYER								No
(310) POUND POOL PLASTERING NEW CONTS	CONTRIBUTING EMPLOYER								No
(311) MISFITS CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(312) HAMMER CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(313) HARD ROCK CONCRETE CUTTERS INC	CONTRIBUTING EMPLOYER								No
(314) CONLEY EXCAVATING INC	CONTRIBUTING EMPLOYER								No

Schedule R (Form 990) 2021

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) ...................

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVIDE HEALTH BENEFITS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	23
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	282,000
9	Program service revenue (Part VIII, line 2g) .........	23,995,777	26,331,613
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,176,076	1,063,718
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	129,235	139,951
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	26,301,088	27,817,282
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).....	22,782,213	20,828,717
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,384,410	1,859,012
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)....	1,052,959	1,116,410
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	25,219,582	23,804,139
19	Revenue less expenses. Subtract line 18 from line 12.......	1,081,506	4,013,143
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	78,446,499	71,138,874
21	Total liabilities (Part X, line 26).............	2,838,425	445,759
22	Net assets or fund balances. Subtract line 21 from line 20.....	75,608,074	70,693,115

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE MEDICAL AND LIFE INSURANCE TO PARTICIPANTS.

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

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	534,971	587,667	691,664

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	282,000

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

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		282,000

		Business Code
2a	CONTRACTOR CONTRIBUTIONS	900099	24,714,844	24,714,844
b	REIMBURSED ADMINISTRATIVE EXPENSE	900099	803,627	803,627
c	PRESCRIPTION DRUG REBATES	900099	616,732	616,732
d	PARTICIPANT SELF-CONTRIBUTIONS	900099	196,410	196,410
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		26,331,613

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,485,712			1,485,712
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		23,470,773	7a
b	Less: cost or other basis and sales expenses		23,892,767	7b
c	Gain or (loss)		-421,994	7c
d	Net gain or (loss).........			-421,994			-421,994
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	SUBROGATION SETTLEMENTS		900099	114,203			114,203
b	MISCELLANEOUS INCOME		900099	25,748			25,748
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			139,951
12	Total revenue. See instructions.....			27,817,282	26,331,613	0	1,203,669

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	20,828,717
5	Compensation of current officers, directors, trustees, and key employees ...........	251,078
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........	814,166
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	425,056
9	Other employee benefits .......	292,139
10	Payroll taxes ...........	76,573
11	Fees for services (non-employees):
a	Management ......	45,550
b	Legal .........	137,613
c	Accounting ...........	163,179
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	99,754
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	46,614
12	Advertising and promotion ....
13	Office expenses .......	159,203
14	Information technology ......	183,481
15	Royalties ..
16	Occupancy ...........	177,987
17	Travel ............	10,637
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	24,544
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	40,614
23	Insurance ...	20,887
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	FEES MANDATED BY ACA	6,347
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	23,804,139
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 ........			2,577,343	1	3,203,677
2	Savings and temporary cash investments .........			4,949,066	2	1,424,234
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			2,742,943	4	3,227,459
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			17,382	9	276,198
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,012,779
b	Less: accumulated depreciation	10b	736,869	1,300,694	10c	1,275,910
11	Investments—publicly traded securities .			60,593,107	11	53,934,137
12	Investments—other securities. See Part IV, line 11 .....			6,265,964	12	7,797,259
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			78,446,499	16	71,138,874

17	Accounts payable and accrued expenses .....	2,556,425	17	445,759
18	Grants payable ...		18
19	Deferred revenue .........		19
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	282,000	25	0
26	Total liabilities. Add lines 17 through 25..	2,838,425	26	445,759

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	75,608,074	31	70,693,115
32	Total net assets or fund balances ...........	75,608,074	32	70,693,115
33	Total liabilities and net assets/fund balances ........	78,446,499	33	71,138,874