2018-10-29T16:38:56-05:00 2017-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2017-01-01 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 2018-10-29 1 LOUISE KING P00201177 3123680500 12.235.239.120 2018-10-29 16:39:05 CD P D458F851A7B76F6041B1E5C0FC4AE3DB83C9F751 DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 2017 2019-02-21 02:37:17Z THOMAS MCGRATH 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 101279057 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 4 10 0 0 0 0 0 21324108 20726288 2186853 2263543 476650 411753 23987611 23401584 0 0 22535262 24453510 1468927 1221483 0 0 0 947703 924494 24951892 26599487 -964281 -3197903 55662117 54595386 138641 123897 55523476 54471489 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 7 0 1 10 1 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 158730 89416 ROBERT FLYNN TRUSTEE 1.00 2.00 X 0 8606 0 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 125643 0 78517 125643 167336 167933 1 0 1 0 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 136020 NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVENUE - STE 235 MILWAUKEE WI 53202 INVESTMENT MANAGER 116273 JOHNSON & KROL LLC 311 SOUTH WACKER DRIVE SUITE 1050 CHICAGO IL 60606 LEGAL 102486 3 EMPLOYER CONTRIBUTIONS 900099 18616045 18616045 PARTICIPANT CONTRIB 900099 1888254 1888254 MEDICARE/MEDICAID PAYMENTS 900099 221989 221989 20726288 1654724 1654724 78486292 77877473 608819 608819 608819 REIMBURSEMENTS FROM RELATED ORGAN 900099 375504 375504 SETTLEMENT INCOME 900099 22394 22394 MISCELLANEOUS 900099 13855 13855 411753 23401584 20726288 0 2675296 24453510 709853 217443 227010 67177 106654 136958 131217 168108 77188 142257 54159 6242 76840 15744 MISCELLANEOUS EXPENSE 5954 MEMBERSHIP FEES 2825 REPAIRS & MAINTENENCE 348 26599487 1429168 280398 816510 281968 2973964 2330711 10525 10668 710524 394166 284989 316358 50146961 51375283 55662117 54595386 138641 123897 138641 123897 X 0 0 0 0 55523476 54471489 55523476 54471489 55662117 54595386 -3197903 2145916 0 X 0 1 X 1 0 436700 278152 158548 273824 116014 157810 316358 X 25024848 2145916 2145916 22878932 147148 375504 522652 23401584 26076835 0 26076835 147148 375504 522652 26599487 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 375,504. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 375,504. X 0 0 0 THOMAS MCGRATH TRUSTEE 0 156664 0 0 0 2066 0 58554 0 30862 0 248146 0 0 MARY MCMULLIN FUND ADMINISTRATOR 125643 0 0 0 0 0 47569 0 30948 0 204160 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 LLC CONTRIBUTING EMPLOYER 0 API INC CONTRIBUTING EMPLOYER 0 ABC INSULATION INC CONTRIBUTING EMPLOYER 0 ALL SEASONS INSULATION CONTRIBUTING EMPLOYER 0 ALLIED POWER LLC CONTRIBUTING EMPLOYER 0 AMERICAN INSULATION INC CONTRIBUTING EMPLOYER 0 ANCHOR MECHANICAL INC CONTRIBUTING EMPLOYER 0 APTIM SERVICES LLC CONTRIBUTING EMPLOYER 0 BARTKOWSKI LIFE SAFETY CONTRIBUTING EMPLOYER 0 BRAND ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 BROCK INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 CB&I STONE & WEBSTER CONSTRUCTION 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 CONTRIBUTING EMPLOYER 0 COMPLETE INSULATION CONTRIBUTING EMPLOYER 0 DAM PLUMBING INC CONTRIBUTING EMPLOYER 0 DETTMANN INDUSTRIES INC CONTRIBUTING EMPLOYER 0 DOUBLE R INSULATION CONTRIBUTING EMPLOYER 0 EARLEY INSULATION CONTRIBUTING EMPLOYER 0 EAST PEORIA INSULATION CONTRIBUTING EMPLOYER 0 EJ STEVENS CONTRIBUTING EMPLOYER 0 FH MAINTENANCE LTD CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 FIRECO INC CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORP CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HOLIAN INSULATION CO INC CONTRIBUTING EMPLOYER 0 INDUSTRIAL PROS CONTRIBUTING EMPLOYER 0 INSULATION PARTNERS INC CONTRIBUTING EMPLOYER 0 INSULATION TECHNOLOGY CONTRIBUTING EMPLOYER 0 K2 INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 LUSE COMPANIES CONTRIBUTING EMPLOYER 0 LUSE THERMAL TECH CONTRIBUTING EMPLOYER 0 M&O ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 M&O INSULATION CONTRIBUTING EMPLOYER 0 MIDWAY CONTRACTING GROUP CONTRIBUTING EMPLOYER 0 MOKAN MECHANICAL INSULATION CONTRIBUTING EMPLOYER 0 NATIONAL INSULATION INC CONTRIBUTING EMPLOYER 0 NELSON FIRESTOP & LIFE CONTRIBUTING EMPLOYER 0 NELSON INSULATION CONTRIBUTING EMPLOYER 0 NORTHWEST MECH INSULATION CONTRIBUTING EMPLOYER 0 OMALLEY BROTHERS INC CONTRIBUTING EMPLOYER 0 PARKSIDE INSULATION LLC CONTRIBUTING EMPLOYER 0 PREMIER INSULATION LLC CONTRIBUTING EMPLOYER 0 RHL INSULATION & FIRE CONTRIBUTING EMPLOYER 0 SPRINKMANN INSULATION INC CONTRIBUTING EMPLOYER 0 SPRINKMANN SONS CORP CONTRIBUTING EMPLOYER 0 TAC CONSTRUCTION COMPANY CONTRIBUTING EMPLOYER 0 TAL-MAR CONTRIBUTING EMPLOYER 0 TIME INSULATION CO CONTRIBUTING EMPLOYER 0 US PLUMBING AND SEWER CONTRIBUTING EMPLOYER 0 UNION TANK ERECTION CONTRIBUTING EMPLOYER 0 UNIVERSAL ASBESTOS CONTRIBUTING EMPLOYER 0 UNIVERSAL INSULATION INC CONTRIBUTING EMPLOYER 0 ZONE MECHANICAL INC 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 89773 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND O 106865 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND Q 264000 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND N 32864 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND O 47433 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND Q 99366 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL UNION NO 17 K 53121 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND N 218 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND O 1419 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND Q 4411 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND N 3596 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND O 93336 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND Q 106275