| Return Reference | Explanation |
|---|---|
| FORM 990, PART V, LINE 2A: | A TOTAL OF 46 FORM W-2S WERE ISSUED FOR CALENDAR YEAR 2024. 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 - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. GENIE KASTRUP - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. SENAD SPAHIJA - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. LUPITA AGUILA - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. JAMES WATTS - 5618 N. MILWAUKEE AVE, CHICAGO, IL 60646. SHEILA BYRNE - 350 W HUBBARD ST, CHICAGO, IL 60654. IZABELA MILTKO-IVKOVICH - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. MAX GERBOC - 200 E. RANDOLPH, SUITE 1500, CHICAGO, IL 60601. MILENA RADJENOVICH - 760 N. OGDEN #2000, CHICAGO, IL 60642. |
| 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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