2021-05-27T11:21:41-05:00 2020-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2020-01-01 596134297 INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 INTE 9542666322 2010 NW 150TH AVENUE NO 100 PEMBROKE PINES FL 33028 ZAC CASSIDY TRUSTEE 9542666322 2021-05-27 1 ZAC CASSIDY 999009999 GREG WALLENBECKER P01451145 3123680500 2021-05-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ZAC CASSIDY 2010 NW 150TH AVENUE NO 100 PEMBROKE PINES FL 33028 11978685 0 X N/A X 1976 FL PROVIDE HEALTH BENEFITS 10 8 0 0 0 0 0 0 10396313 10775787 170097 -70313 0 0 10566410 10705474 0 0 11825458 10219891 0 0 0 0 0 376684 376318 12202142 10596209 -1635732 109265 3931328 4006423 71475 29637 3859853 3976786 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS INC 9542666322 2010 NW 150TH AVENUE SUITE 100 PEMBROKE PINES FL 33028 ZAC CASSIDY CHAIRMAN 1.00 40.00 X 0 109696 34360 ROGER MOORE TRUSTEE 1.00 4.00 X 0 3600 0 JAMES BOYLAN TRUSTEE 1.00 X 0 0 0 WILLIAM BARROW TRUSTEE 1.00 X 0 0 0 JUSTIN MCINTOSH TRUSTEE 1.00 40.00 X 0 104792 32972 JONATHAN BORDEN TRUSTEE 1.00 X 0 0 0 JAMES STUBBLEFIELD TRUSTEE 1.00 X 0 0 0 RICK SHAWBELL TRUSTEE 1.00 X 0 0 0 CARL TIRONE TRUSTEE 1.00 X 0 0 0 JEFF MEDRIM TRUSTEE 1.00 X 0 0 0 0 218088 67332 0 0 0 0 NATIONAL EMPLOYEE BENEFITS ADMINISTRATOR 2010 NW 105TH AVENUE SUITE 100 PEMBROKE PINES FL 33028 THIRD PARTY ADMINISTRATOR 147220 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06152 MEDICAL PROVIDER 115069 2 EMPLOYER CONTRIBUTIONS 900099 10678458 10678458 PARTICIPANT CONTRIBUTIONS 900099 97329 97329 10775787 21574 21574 1181324 1273211 -91887 -91887 -91887 10705474 10775787 0 -70313 10219891 147220 72030 20200 4608 106523 16493 717 588 FEES MANDATED BY ACA 4234 RECIPROCAL TRANSFER FEE 2400 BANK FEES 1305 10596209 1145075 1718856 7588 6774 1596489 1160833 540 347 1181636 1119613 3931328 4006423 71475 29637 71475 29637 X 0 0 0 0 3859853 3976786 3859853 3976786 3931328 4006423 109265 7668 0 X 0 1 X 1 0 0 X 10708534 7668 7668 10700866 4608 4608 10705474 10591601 0 10591601 4608 4608 10596209 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. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND MAINTAINS A CONFLICT OF INTEREST POLICY. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IBEW LOCAL UNION 728 ANNUITY FUND 2010 NW 150TH AVE SUITE 100 PEMBROKE PINES FL 33028 592794330 PROVIDE PENSION BENEFITS FL 401(A) 0 IBEW LOCAL UNION 728 PENSION FUND 2010 NW 150TH AVE SUITE 100 PEMBROKE PINES FL 33028 596510428 PROVIDE PENSION BENEFITS FL 401(A) 0 IBEW LOCAL 728 UNION CONTRIBUTING EMPLOYER N/A 0 FLORIDA E COAST JATC CONTRIBUTING EMPLOYER N/A 0 A AND W ELECTRIC CONTRIBUTING EMPLOYER 0 ACRES ELECTRIC CORP INC CONTRIBUTING EMPLOYER 0 AUSTEN ELECTRIC INC CONTRIBUTING EMPLOYER 0 CASTILLO ELECTRIC CONTRIBUTING EMPLOYER 0 COUNTY WIDE ELECTRIC CONTRIBUTING EMPLOYER 0 DUNNING ELECTRICAL SERVIC CONTRIBUTING EMPLOYER 0 DURHAM ELECTRIC CONTRIBUTING EMPLOYER 0 DYNALECTRIC CO CONTRIBUTING EMPLOYER 0 EDD HELMS ELECTRIC CONTRIBUTING EMPLOYER 0 EDLEN ELEC EXHIB CONTRIBUTING EMPLOYER 0 EEC LABOR CONTRIBUTING EMPLOYER 0 BROADWAY ELECTRIC CONTRIBUTING EMPLOYER 0 ELECTRICAL BUILDERS INC CONTRIBUTING EMPLOYER 0 ELECTRO DESIGN ENGIN INC CONTRIBUTING EMPLOYER 0 ELITE PWR SOLUTIONS INC CONTRIBUTING EMPLOYER 0 ENERGY EFFICIENT ELECTRIC CONTRIBUTING EMPLOYER 0 E-TECH ELECTRIC INC CONTRIBUTING EMPLOYER 0 FISK ELECTRIC CONTRIBUTING EMPLOYER 0 GREEN ELECTRIC CONTRIBUTING EMPLOYER 0 INDUST ELEC TESTING INC CONTRIBUTING EMPLOYER 0 ION ELECTRIC LLC CONTRIBUTING EMPLOYER 0 LECTRA-FAST ELEC SERVICES CONTRIBUTING EMPLOYER 0 LIGHTING MANAGEMENT CONTRIBUTING EMPLOYER 0 LIGHTNING ELECTRIC INC CONTRIBUTING EMPLOYER 0 BROWN ELECTRICAL SOLUTION CONTRIBUTING EMPLOYER 0 MAIN-GUY ELECTRIC CONTRIBUTING EMPLOYER 0 MALONE ELEC SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 MILLER ELECT COMPANY CONTRIBUTING EMPLOYER 0 MILLS ELEC SERVICE INC CONTRIBUTING EMPLOYER 0 NPS DAY AND ZIMMERMAN CONTRIBUTING EMPLOYER 0 BHI ENERGY SPEC SERVICES CONTRIBUTING EMPLOYER 0 PRUITT INDUSTRIAL CONTRIBUTING EMPLOYER 0 QUINN ELECTRIC CONTRIBUTING EMPLOYER 0 RUSSELL THOMAS ELECTRICAL CONTRIBUTING EMPLOYER 0 SOUTH ATLANTIC ELECTRIC CONTRIBUTING EMPLOYER 0 BILLITIER ELECTRIC INC CONTRIBUTING EMPLOYER 0 CURRY CONTROLS COMPANY CONTRIBUTING EMPLOYER 0 TIRONE ELECTRIC CONTRIBUTING EMPLOYER 0 TRI-CITY ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 UNION TEMPORARY SERV INC CONTRIBUTING EMPLOYER 0 UNIVERSAL ELEC SERVICE CONTRIBUTING EMPLOYER 0 VACCATO ELECTRIC INC CONTRIBUTING EMPLOYER 0 ELECTRICOMM INC CONTRIBUTING EMPLOYER 0 WINTER HAVEN ELECTRIC CONTRIBUTING EMPLOYER 0 MIDSTATES ENERGY CO LLC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1