| Return Reference | Explanation |
|---|---|
| FORM 990, PART V, LINE 2A: | A TOTAL OF 45 FORM W-2S WERE ISSUED FOR CALENDAR YEAR 2023. THE FORM W-2 WERE ISSUED FOR DISABILITY BENEFITS PAID TO COLLECTIVELY BARGAINED PARTICIPANTS OF THE PLAN. |
| FORM 990, PART VI, SECTION A, LINE 3 | ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY TO DAY ADMINISTRATION DUTIES TO WILSON MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE INDEPENDENT CPA AND IS REVIEWED AND APPROVED BY THE TRUSTEES PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | EFRAIN ELIAS - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. VINCE PESHA - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. GENIE KASTRUP - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. SENAD SPHAHIJA - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. LUPITA AGUILA - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. ROBERT GRAF - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. LEON WOLIN - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. DOUGLAS WOODWORTH - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. TIM KRAMER - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. JAMES WATTS - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. SHEILA BYRNE - 111 EAST WACKER DRIVE, CHICAGO, IL 60601. |
| PART XII, LINE 2C: | THE THIRD PARTY ADMINISTRATOR IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE BOARD OF TRUSTEES SELECT THE INDEPENDENT ACCOUNTANT. |
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