2020-11-13T11:11:44-06:00 2019-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2019-01-01 362148015 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND INTE 7084688000 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 7084688000 2020-11-13 1 LOUISE KING P00201177 3123680500 2020-11-03 12.235.239.120 2020-11-13 11:11:40 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 013BD4BEA457AB31DE8385915B9401809CC4B7ED 2019 2022-01-07 14:23:13Z THOMAS MCGRATH 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 100570707 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 4 11 0 0 0 0 0 20601782 21684669 777070 2243984 1320190 438901 22699042 24367554 0 0 22483349 22249842 1252959 1188503 0 0 0 1111255 1088506 24847563 24526851 -2148521 -159297 51538373 55004324 281788 114909 51256585 54889415 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, RETIREES AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 X MARY MCMULLIN 7732478184 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 0.50 50.00 X 0 159366 96126 ROBERT FLYNN TRUSTEE 1.00 50.00 X 0 152785 94867 PETER CASTELLARIN TRUSTEE 1.00 X 0 0 0 JEFF CORRADO TRUSTEE 1.00 X 0 0 0 MARY MCMULLIN FUND ADMINISTRATOR 40.00 X 146384 0 86530 146384 312151 277523 1 0 1 0 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 259391 BASYS 3700 KOPPERS STREET SUITE 400 BALTIMORE MD 21227 DATA PROCESSING 133501 NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVENUE SUITE 23 MILWAUKEE WI 53202 INVESTMENT MANAGER 112249 3 EMPLOYER CONTRIBUTIONS 900099 18773336 18773336 PARTICIPANT CONTRIB 900099 1881517 1881517 SELF FUNDED MEDICAL REFUNDS 900099 1029816 1029816 21684669 1566348 1566348 76880789 76203153 677636 677636 677636 REIMBURSEMENTS FROM RELATED ORGAN 900099 435472 435472 MISCELLANEOUS 900099 3429 3429 438901 24367554 21684669 0 2682885 22249842 659125 214386 232637 82355 80784 140273 127423 297365 93012 167605 57090 688 81959 22560 SUBSCRIPTIONS 16007 MEMBERSHIP FEES 3565 REPAIRS & MAINTENENCE 175 24526851 1196686 486664 451915 1149761 2263456 3130990 191147 212608 714274 560894 231589 153380 47203580 49870921 51538373 55004324 281788 114909 281788 114909 X 0 0 0 0 51256585 54889415 51256585 54889415 51538373 55004324 -159297 3792127 0 X 0 1 X 1 0 436700 365492 71208 277574 195402 82172 153380 X 27580085 3792127 3792127 23787958 144124 435472 579596 24367554 23947255 0 23947255 144124 435472 579596 24526851 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: REIMBURSEMENTS FROM RELATED FUNDS FOR SHARED ADMINISTRATIVE EXPENSES 435,472. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 435,472. X 0 0 0 THOMAS MCGRATH TRUSTEE 0 157300 0 0 0 2066 0 61884 0 34242 0 255492 0 0 ROBERT FLYNN TRUSTEE 0 151580 0 0 0 1205 0 60625 0 34242 0 247652 0 0 MARY MCMULLIN FUND ADMINISTRATOR 144430 0 0 0 1954 0 52188 0 34342 0 232914 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S 990 WAS PROVIDED TO THE ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ADMINISTRATOR IS DETERMINED 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 LOCAL BENEFITS OFFICE. INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 ANNUITY FUND 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 366754873 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS IL 401A 0 INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 PENSION FUND 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 516033290 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS IL 401A 0 INTL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WKRS LOCAL 17 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 360750325 LABOR UNION IL 501C5 0 10-1 SYSTEMS CONTRIBUTING EMPLOYER 0 ABC INSULATION INC CONTRIBUTING EMPLOYER 0 ABSOLUTE INSULATION INC CONTRIBUTING EMPLOYER 0 ALL SEASONS INSULATION CONTRIBUTING EMPLOYER 0 ALLIED POWER LLC CONTRIBUTING EMPLOYER 0 AMERICAN INSULATION INC CONTRIBUTING EMPLOYER 0 AMEX NOOTER LLC CONTRIBUTING EMPLOYER 0 AVC INSULATION LLC CONTRIBUTING EMPLOYER 0 BAKER-HAUSER CONTRIBUTING EMPLOYER 0 BRANDSAFWAY CONTRIBUTING EMPLOYER 0 BROCK INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 CHER-MAR CONTRIBUTING EMPLOYER 0 CHGO & COOK CO BUILDING CONTRIBUTING EMPLOYER 0 CHICAGO PIPE & BOILER CO CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 COLEMAN INSULATION COMPANY CONTRIBUTING EMPLOYER 0 COMPLETE INSULATION CONTRIBUTING EMPLOYER 0 DAM CONTRIBUTING EMPLOYER 0 DAVIS-HOUK MECHANICAL INC CONTRIBUTING EMPLOYER 0 DETTMANN INDUSTRIES CONTRIBUTING EMPLOYER 0 DUAL TEMP CONTRIBUTING EMPLOYER 0 EARLEY INSULATION INC CONTRIBUTING EMPLOYER 0 EJ STEVENS INC CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULATION INC CONTRIBUTING EMPLOYER 0 FIRECO INC CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORPORATION CONTRIBUTING EMPLOYER 0 FLUOR CONSTRUCTORS INTERNATIONAL CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HOLIAN ASBESTOS CONTRIBUTING EMPLOYER 0 HOLIAN INSULATION CO INC CONTRIBUTING EMPLOYER 0 HUSSMANN CORPORATION CONTRIBUTING EMPLOYER 0 IA IL TAYLOR INSUL CONT CONTRIBUTING EMPLOYER 0 INDEPENDENT MECHANICAL CONTRIBUTING EMPLOYER 0 INDUSTRIAL PROS CONTRIBUTING EMPLOYER 0 INSULATION PARTNERS CONTRIBUTING EMPLOYER 0 INSULATION TECHNOLOGY INC CONTRIBUTING EMPLOYER 0 JC INSULATION CONTRIBUTING EMPLOYER 0 K2 CANNON SLINE INDUSTRIAL CONTRIBUTING EMPLOYER 0 THE LUSE COMPANIES CONTRIBUTING EMPLOYER 0 LUSE THERMAL TECHOLOGIES CONTRIBUTING EMPLOYER 0 M&O ENVIRONMENTAL COMPANY CONTRIBUTING EMPLOYER 0 M&O INSULATION COMPANY CONTRIBUTING EMPLOYER 0 MATRIX NAC CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INSULATION CONTRIBUTING EMPLOYER 0 NA LOGAN CONTRIBUTING EMPLOYER 0 NATIONAL INSULATION INC CONTRIBUTING EMPLOYER 0 NELSON THERMAL FIRESTOP & INSULATION CONTRIBUTING EMPLOYER 0 NELSON INSULATION COMPANY CONTRIBUTING EMPLOYER 0 NELSON INSULATION WI CONTRIBUTING EMPLOYER 0 NOONAN INSULATION CONTRIBUTING EMPLOYER 0 O'MALLEY BROTHERS CONTRIBUTING EMPLOYER 0 PARKSIDE INSULATION LLC CONTRIBUTING EMPLOYER 0 PLATINUM SPECIALTY SERVICES INC CONTRIBUTING EMPLOYER 0 PREMIER INSULATION LLC CONTRIBUTING EMPLOYER 0 RHL INSULATION & FIRESTOPPING INC CONTRIBUTING EMPLOYER 0 RL BONDY INSULATION INC CONTRIBUTING EMPLOYER 0 SPRINKMANN INSULATION INC CONTRIBUTING EMPLOYER 0 SPRINKMANN SONS CORP CONTRIBUTING EMPLOYER 0 TAC CONSTRUCTION COMPANY CONTRIBUTING EMPLOYER 0 TAL-MAR CUSTOM METAL FABRICATORS INC CONTRIBUTING EMPLOYER 0 THERMAL INDUSTRIAL INSULATION CONTRIBUTING EMPLOYER 0 TIME INSULATION CONTRIBUTING EMPLOYER 0 TRIANGLE ENTERPRISES INC CONTRIBUTING EMPLOYER 0 UNIVERSAL INSULATION INC CONTRIBUTING EMPLOYER 0 US PLUMBING AND SEWER CONTRIBUTING EMPLOYER 0 VALLEY INSULATING COMPANY CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND N 80789 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND O 116848 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND Q 198000 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND N 44473 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND O 63896 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND Q 106110 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL UNION NO 17 K 55810 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND N 3817 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND O 6013 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND Q 1436 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND N 9270 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND O 110366 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND Q 105380