2025-10-10T14:24:12-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2024-01-01 362148015 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND INTE 7084688000 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 7084688000 2025-10-10 1 0 RENEE J SPECK P00201492 3123680500 2025-10-10 2024 2025-03-06 01:10:19Z THOMAS MCGRATH 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 163855951 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 2 8 0 0 0 0 0 23409509 24431928 1919421 2631399 602086 592714 25931016 27656041 0 0 25569735 22976583 1342066 1398187 0 0 0 1121000 1161996 28032801 25536766 -2101785 2119275 56956885 61206982 136867 199181 56820018 61007801 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 1 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 8 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 X MARY MCMULLIN 7084688000 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 0.50 50.00 X 0 178507 133630 ROBERT FLYNN TRUSTEE 1.00 50.00 X 0 167712 131103 ASHLEY LUSE TRUSTEE 1.00 X 0 0 0 STEVE CASTELLARIN TRUSTEE 1.00 X 0 0 0 MARY MCMULLIN FUND ADMINISTRATOR 40.00 X 0 165646 120683 0 511865 385416 0 0 1 0 MARATHON HEALTH 10 WEST MARKET ST SUITE 2900 INDIANAPOLIS IN 46204 HEALTH CLINIC ADMINISTRATOR 597665 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 307104 UNION EYES LLC 1446 S MICHIGAN AVE SUITE B CHICAGO IL 60605 EYE CLINIC ADMINISTRATOR 285977 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS STREET SUITE 400 BALTIMORE MD 21227 DATA PROCESSING 129662 UCS HOLDINGS INC INETICO LLC DBA VALE 23048 N 15TH AVE PHOENIX AZ 85027 CASE MANAGEMENT 117609 6 EMPLOYER CONTRIBUTIONS 900099 22405247 22405247 PARTICIPANT CONTRIBUTIONS 900099 1987973 1987973 SELF FUNDED MEDICAL REFUNDS 900099 38708 38708 24431928 1666837 1666837 137164472 136199910 964562 964562 964562 REIMBURSEMENTS FROM RELATED ORGAN 900099 581122 581122 MISCELLANEOUS 900099 11592 11592 592714 27656041 24431928 0 3224113 X 22976583 286329 578041 218806 227181 87830 63254 136791 149799 333782 116619 177320 95043 637 44674 28802 PCORI FEE 11500 MEMBERSHIP FEES 3775 25536766 488366 1905866 983874 335648 2811700 2772212 237549 255677 875333 755821 164186 119512 52271210 25580221 30237846 56956885 61206982 136867 199181 136867 199181 X 0 0 0 0 56820018 61007801 56820018 61007801 56956885 61206982 2119275 2068508 0 X 0 1 X 1 0 604921 496072 108849 270412 259749 10663 119512 NIS INTERMEDIATE FIXED INCOME QP FUND 25941138 F NIS HIGH YIELD QP FUND 1636536 F NIS TOTAL ABSOLUTE RETURN QP FUND 2660172 F 30237846 X 28993628 2068508 2068508 26925120 149799 581122 730921 27656041 24805845 0 24805845 149799 581122 730921 25536766 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 581,122. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 581,122. X 0 0 0 THOMAS MCGRATH TRUSTEE 0 176441 0 0 0 2066 0 92475 0 41155 0 312137 0 0 ROBERT FLYNN TRUSTEE 0 165646 0 0 0 2066 0 89948 0 41155 0 298815 0 0 MARY MCMULLIN FUND ADMINISTRATOR 0 165646 0 0 0 0 0 79528 0 41155 0 286329 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. FORM 990, PART IX, LINE 5 THE INTERATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 17, WHICH IS A RELATED ORGANZIATION TO THE FILER, PAYS THE SALARIES AND FRINGE BENEFITS FOR THE FUND'S ADMINISTARTOR WHO IS INCLUDED ON PART VII AS AN OFFICER OF THE FUND. IN TURN, THE LOCAL ISSUES THE REQUIRED TAX FORMS, INCLUDING THE FORM W-2 FOR THESE EXPENSES. THE FUND REIMBURSES THE LOCAL FOR THE ALLOCABLE EXPENSES. 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 N/A 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 N/A 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 N/A 0 HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 366206849 APPRENTICE TRAINING - CONTRIBUTING EMPLOYER IL 501C5 N/A 0 ABC INSULATION CONTRIBUTING EMPLOYER 0 ABSOLUTE INSULATION 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 B THERMAL CORPORATION CONTRIBUTING EMPLOYER 0 BRANDSAFWAY INDUSTRIES LL CONTRIBUTING EMPLOYER 0 BROCK INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 CHAMPAIGN A & K INSULATIO CONTRIBUTING EMPLOYER 0 CHER-MAR CONTRIBUTING EMPLOYER 0 COLEMAN INSULATION CONTRIBUTING EMPLOYER 0 COMMAND INSULATION LLC CONTRIBUTING EMPLOYER 0 COMPLETE INSULATION CONTRIBUTING EMPLOYER 0 DAM PLUMBING INC CONTRIBUTING EMPLOYER 0 DETTMANN INDUSTRIES INC CONTRIBUTING EMPLOYER 0 EARLEY INSULATION CONTRIBUTING EMPLOYER 0 EJ STEVENS CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 FIRECO INC CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORP CONTRIBUTING EMPLOYER 0 GAGNON INC CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HOLIAN INSULATION CO INC CONTRIBUTING EMPLOYER 0 INDEPENDENT MECHANICAL IN CONTRIBUTING EMPLOYER 0 INSULATION MATERIALS & FA CONTRIBUTING EMPLOYER 0 INSULATION PARTNERS INC CONTRIBUTING EMPLOYER 0 INSULATION TECHNOLOGY CONTRIBUTING EMPLOYER 0 IZALCO INSULATION LLC CONTRIBUTING EMPLOYER 0 JC INSULATION INC CONTRIBUTING EMPLOYER 0 KRAEMER CONTRACTING GROUP CONTRIBUTING EMPLOYER 0 LUSE ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 LUSE THERMAL TECH CONTRIBUTING EMPLOYER 0 M&O INSULATION CONTRIBUTING EMPLOYER 0 M&O MIDWEST LLC CONTRIBUTING EMPLOYER 0 MATRIX HOLDINGS CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INSULA CONTRIBUTING EMPLOYER 0 NA LOGAN INC CONTRIBUTING EMPLOYER 0 NATIONAL INSULATION INC CONTRIBUTING EMPLOYER 0 NELSON FIRESTOP & LIFE CONTRIBUTING EMPLOYER 0 NELSON INSULATION CONTRIBUTING EMPLOYER 0 NOONAN INSULATION CONTRIBUTING EMPLOYER 0 OMALLEY BROTHERS INC CONTRIBUTING EMPLOYER 0 PARKSIDE INSULATION INC CONTRIBUTING EMPLOYER 0 PREMIER INSULATION OF IL CONTRIBUTING EMPLOYER 0 PRIME INSULATION LLC CONTRIBUTING EMPLOYER 0 RHL INSULATION & FIRE CONTRIBUTING EMPLOYER 0 SHIELD INSULATION CONTRIBUTING EMPLOYER 0 SPRINKMANN INSULATION INC CONTRIBUTING EMPLOYER 0 ST JOHN PLUMBING CONTRIBUTING EMPLOYER 0 THORNBURGH INSULATION CONTRIBUTING EMPLOYER 0 TIME INSULATION CO CONTRIBUTING EMPLOYER 0 UNIV LLC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1