2018-10-01T11:27:35-05:00 2017-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2017-01-01 362226396 ROOFERS UNION WELFARE TRUST FUND ROOF 8478271029 2021 SWIFT DRIVE NO B OAK BROOK IL 60523 GARY MENZEL TRUSTEE 8478271029 2018-10-01 1 BRUCE A PAVLIK P00748405 3123680500 12.235.239.120 2018-10-01 11:27:56 CD P D458F851A7B76F6041B1E5C0FC4AE3DB83C9F751 DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 2017 2018-06-14 16:35:46Z X GARY MENZEL 2021 SWIFT DRIVE NO B OAK BROOK IL 60523 54492167 0 X N/A X 1950 IL PROVIDE HEALTH BENEFITS 6 3 10 0 0 0 0 0 22702778 25659287 721868 2311143 6684 13139 23431330 27983569 0 0 21613458 25082026 564981 557720 0 0 0 1732261 1993623 23910700 27633369 -479370 350200 73153359 77604126 98703 142810 73054656 77461316 HEALTH BENEFIT FUND 0 0 PROVIDE MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1001 0 1 10 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 X JULIE RACHAL 8478271029 2021 SWIFT DRIVE STE B OAK BROOK IL 60523 GARY MENZEL TRUSTEE 1.50 40.00 X 0 157232 42174 LAWRENCE GNAT TRUSTEE 1.50 40.00 X 0 125925 42174 MARTIN HEADTKE TRUSTEE 1.50 6.00 X 0 15123 0 CHRISTOPHER CRONIN TRUSTEE 1.50 6.30 X 0 0 0 WILLIAM LYNCH TRUSTEE 1.50 6.30 X 0 0 0 WILLIAM O'BRIEN TRUSTEE 1.50 6.30 X 0 0 0 JULIE RACHAL FUND MANAGER 40.00 X 125135 0 38279 125135 298280 122627 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 892737 1 EMPLOYER CONTRIBUTIONS 900099 25369213 25369213 PARTICIPANT CONTRIBUTIONS 900099 214163 214163 LIQUIDATED DAMAGES 900099 75911 75911 25659287 692317 692317 28127424 26508598 1618826 1618826 1618826 MISCELLANEOUS INCOME 900099 13139 13139 13139 27983569 25659287 0 2324282 25082026 62480 276036 102392 90442 26370 144880 57226 187931 1179560 208314 76798 78797 15118 10991 20443 FEES MANDATED BY ACA 13565 27633369 711392 1727227 4234572 3378679 2041345 2646867 135124 116766 23751 18358 17815975 18794455 48326324 51038540 73153359 77604126 86170 129235 12533 13575 98703 142810 X 0 0 0 0 73054656 77461316 73054656 77461316 73153359 77604126 350200 4056460 0 X 0 1 X 1 0 125381 107023 18358 9743 9743 0 18358 POOLED FUNDS 43714516 F REAL ESTATE INVESTMENT FUND 3762301 F PARTNERSHIP 1933084 F POOLED SEPARATE ACCOUNT 1628639 F 51038540 FEES MANDATED BY ACA 13575 13575 X 31852098 4056460 4056460 27795638 187931 187931 27983569 27445438 0 27445438 187931 187931 27633369 PART X, LINE 2: THE PLAN IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF 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. 0 0 0 GARY MENZEL TRUSTEE 0 147557 0 0 0 9675 0 24430 0 17744 0 199406 0 0 LAWRENCE GNAT TRUSTEE 0 116837 0 0 0 9088 0 24430 0 17744 0 168099 0 0 JULIE RACHAL FUND MANAGER 125135 0 0 0 0 0 23350 0 14929 0 163414 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT MAINTAIN OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE FUND MANAGER FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND REQUIRES ALL TRUSTEES TO SIGN A "STATEMENT OF TRUSTEE" ANNUALLY. THIS FORM REQUIRES EACH TRUSTEE TO DETAIL ALL INTERESTS THEY HAVE IN COMPANIES THAT COULD POTENTIALLY BE VENDORS WITH WHICH THE FUND COULD CONDUCT BUSINESS. ANY POTENTIAL CONFLICTS NOTED WILL BE ADDRESSED BY THE FUND MANAGER, WHO ALSO MAINTAINS THE SIGNED FORMS ON FILE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S INFORMATION IS AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATION'S FUND MANAGER IS ALSO THE FUND MANAGER OF TWO RELATED ENTITIES. THE REPORTING ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATION'S PORTION OF THE SALARY AND RELATED EXPENSES. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES EVALUATE THE COMPENSATION FOR THE FUND MANAGER ANNUALLY. ROOFERS' PENSION FUND 2021 SWIFT DRIVE SUITE B OAK BROOK IL 60523 366485998 PROVIDE PENSION BENEFITS IL 401(A) N/A 0 UNITED UNION ROOFERS WATERPROOFERS ALLIED WORKERS LOCAL 11 CONTRIBUTING EMPLOYER 0 CHGOLAND RFRS APP & TRNG CONTRIBUTING EMPLOYER 0 A-1 ROOFING COMPANY CONTRIBUTING EMPLOYER 0 ADVANCED COMM RFG INC CONTRIBUTING EMPLOYER 0 AGB WEATHERPRF TECH LLC CONTRIBUTING EMPLOYER 0 AIR PRESSURE DAMP-PROOF CONTRIBUTING EMPLOYER 0 ALL AMERICAN EXTERIORS CONTRIBUTING EMPLOYER 0 ALL SEALANTS INC CONTRIBUTING EMPLOYER 0 ALLIED WATERPROOFING INC CONTRIBUTING EMPLOYER 0 AMBER LEAF CONSTRUCTION C CONTRIBUTING EMPLOYER 0 ANDERSON & SHAH ROOFING CONTRIBUTING EMPLOYER 0 ANTHONY ROOFING CONTRIBUTING EMPLOYER 0 ARCHITECTURAL SEALANTS CONTRIBUTING EMPLOYER 0 BENNETT & BROSSEAU RFG CONTRIBUTING EMPLOYER 0 BOFO WATERPROOFING CONTRIBUTING EMPLOYER 0 CPR ROOFING CONTRIBUTING EMPLOYER 0 CENTURY ROOFING & SHT MTL CONTRIBUTING EMPLOYER 0 CHICAGO CONSTRUCTION MGRS CONTRIBUTING EMPLOYER 0 CLAYTON ROOFING 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