2016-12-05T16:27:10-06:00 2016-01-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2015-02-01 362187389 CHICAGO AREA IB OF T HEALTH AND WELFARE TRUST FUND CHIC 3127381350 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 HOWARD MURDOCH TRUSTEE 3127381350 2016-12-05 1 TIMOTHY CIBULKA P00841100 3123680500 2015 2017-02-10 21:41:12Z HOWARD MURDOCH 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 60838141 0 X N/A X 1951 IL PROVIDE HEALTH BENEFITS 4 2 26 0 0 0 0 0 8209341 7600321 1719265 740494 1654 18022 9930260 8358837 0 0 9893551 7474083 337915 328021 0 0 0 1051733 998383 11283199 8800487 -1352939 -441650 32969746 32159799 308224 588278 32661522 31571521 HEALTH BENEFIT FUND 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, SICKNESS, AND ACCIDENTAL DEATH BENEFITS TO 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 23 0 1 26 1 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 1 0 0 1 1 0 X THOMAS STIEDE 3127381350 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 X HOWARD MURDOCH TRUSTEE 1.00 40.00 X 0 98536 38703 PATRICK BRUNO TRUSTEE 1.00 40.00 X 0 97144 38703 RONALD SANDACK TRUSTEE 1.00 X 0 0 0 MICHAEL PHILIPP TRUSTEE 1.00 X 0 0 0 THOMAS STIEDE FUND MANAGER 4.00 40.00 X 7333 85288 49876 LAURA CABALLERO ASSISTANT FUND MANAGER 40.00 X 141491 0 38703 148824 280968 165985 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 276777 1 EMPLOYER CONTRIBUTIONS 900099 7459405 7459405 PARTICIPANT CONTRIBUTIONS 900099 113828 113828 RETIREE CONTRIBUTIONS 900099 27088 27088 7600321 651196 651196 52568602 52479304 89298 89298 89298 CLASS ACTION PROCEEDS 900099 11439 11439 MISCELLANEOUS INCOME 900099 6583 6583 18022 8358837 7600321 0 758516 7474083 14819 188648 72612 35238 16704 130274 68596 120892 455989 50618 56942 50640 2536 12704 23492 FEES MANDATED BY ACA 25700 8800487 88522 496433 596354 314070 851270 1283992 23803 67889 134015 112814 22816 21201 22548908 21633386 8838073 8342828 32969746 32159799 45254 75648 10339 3726 252631 508904 308224 588278 X 0 0 0 0 32661522 31571521 32661522 31571521 32969746 32159799 -441650 -648351 0 X 0 1 X 1 0 9719 3976 5743 124296 108838 15458 21201 POOLED FUNDS 8342828 F 8342828 DUE TO BROKER 451933 DEFERRED RENT 47630 DUE TO RELATED ORGANIZATIONS 9341 508904 X 7589594 -648351 -648351 8237945 120892 120892 8358837 8679595 0 8679595 120892 120892 8800487 PART X, LINE 2: THE PLAN FILES FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATON BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. 0 0 0 LAURA CABALLERO ASSISTANT FUND MANAGER 141491 0 0 0 0 0 26042 0 12661 0 180194 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 11 THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES AND EMPLOYEES TO DISCLOSE ANY NON-COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES EVALUATES THE COMPENSATION FOR THE FUND MANAGER AND ASSISTANT FUND MANAGER ANNUALLY. 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 ASSISTANT FUND MANAGER IS ALSO THE ASSISTANT FUND MANAGER OF TWO RELATED ENTITIES. THE REPORTING ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HER SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN PART VII, COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATION'S FUND MANAGER IS ALSO THE FUND MANAGER OF TWO RELATED ENTITIES AND AN OFFICER FOR THE RELATED LOCAL UNION. THE REPORTIG ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HIS SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN PART VII, COLUMN B IS BOTH THE ESTIMATED WEEKLY AMOUNT DEDICATED TO THIS ORGANIZATION AS WELL AS TO THREE RELATED ORGANIZATIONS). THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATION'S PORTION OF HIS SALARY AND RELATED EXPENSES. CHICAGO AREA IB OT T SEVERANCE PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 363296789 PROVIDE SEVERANCE BENEFITS IL 401A 0 CHICAGO AREA IB OT T PENSION PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 362407063 PROVIDE PENSION BENEFITS IL 401A 0 TEAMSTERS LOCAL 703 CONTRIBUTING EMPLOYER 0 ANTHONY MARANO CO INC CONTRIBUTING EMPLOYER 0 CENTRAL GROCERS CO-OP CONTRIBUTING EMPLOYER 0 BATTAGLIA DISTRIBUTING CO INC CONTRIBUTING EMPLOYER 0 STRUBE CELERY & VEGETABLE CO CONTRIBUTING EMPLOYER 0 JACK TUCHTEN WHLSALE PRODUCE I CONTRIBUTING EMPLOYER 0 JAB PRODUCE CONTRIBUTING EMPLOYER 0 CITY WIDE PRODUCE DISTRIBUTORS CONTRIBUTING EMPLOYER 0 CEE-BEE CARTAGE INC CONTRIBUTING EMPLOYER 0 J L GONZALEZ PRODUCE CONTRIBUTING EMPLOYER 0 ROY HOUFF & COMPANY INC CONTRIBUTING EMPLOYER 0 LA PREFERIDA INC CONTRIBUTING EMPLOYER 0 VANS INC CONTRIBUTING EMPLOYER 0 PANAMA BANANA DISTRIBUTING CO CONTRIBUTING EMPLOYER 0 KENNICOTT BROS CO CONTRIBUTING EMPLOYER 0 VICTORY SPUD SERVICE INC CONTRIBUTING EMPLOYER 0 EVERGREEN INTERNATIONAL INC CONTRIBUTING EMPLOYER 0 DIETZ & KOLODENKO CO CONTRIBUTING EMPLOYER 0 LOUTOS CARTAGE SERVICE CONTRIBUTING EMPLOYER 0 ATOM BANANA INC CONTRIBUTING EMPLOYER 0 M7 LLC CONTRIBUTING EMPLOYER 0 MANDOLINI CO CONTRIBUTING EMPLOYER 0 COOSEMAN'S CONTRIBUTING EMPLOYER 0 MICHAEL J NAVILIO INC CONTRIBUTING EMPLOYER 0 ORIGINAL CHICAGO PRODUCE INC CONTRIBUTING EMPLOYER 0 LA HACIENDA BRANDS INC CONTRIBUTING EMPLOYER 0 LA GALERA PRODUCE CONTRIBUTING EMPLOYER 0 OLYMPIC WHOLESALE PRODUCE & FO CONTRIBUTING EMPLOYER 0 JL HONIGBERGSUN BELLE INC CONTRIBUTING EMPLOYER 0 GEORGE J CORNILLE & SONS INC CONTRIBUTING EMPLOYER 0 JACK KELLER CO INC CONTRIBUTING EMPLOYER 0 TREASURE ISLAND FOODS INC CONTRIBUTING EMPLOYER 0 BIG APPLE FINER FOODS CONTRIBUTING EMPLOYER 0 GENERAL PRODUCE DISTRIBUTORS CONTRIBUTING EMPLOYER 0 LA BODEGA CONTRIBUTING EMPLOYER 0 SAS CARTAGE CONTRIBUTING EMPLOYER 0 MISSION PRODUCE CONTRIBUTING EMPLOYER 0 J E M MORRIS CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 D & M EGG COMPANY CONTRIBUTING EMPLOYER 0 G E M CARTAGE & HANDLING INC CONTRIBUTING EMPLOYER 0 HARRY A FANDRE MOTOR SERVICE CONTRIBUTING EMPLOYER 0 I & L TRUCKING INC CONTRIBUTING EMPLOYER 0 COYNE'S PRODUCE CONTRIBUTING EMPLOYER 0 JOHN'S NORTHWEST PRODUCE CONTRIBUTING EMPLOYER 0 LURIE BROS CONTRIBUTING EMPLOYER 0 RUSSO'S PRODUCE INC CONTRIBUTING EMPLOYER 0 L SANSONE MOTOR SERVICE CONTRIBUTING EMPLOYER 0 MID-WEST INST FOOD DISTINC CONTRIBUTING EMPLOYER 0 KRIMSON VALLEY LANDSCAPE CONTRIBUTING EMPLOYER 0 CHILLIE WILLIE REFR SVCS CONTRIBUTING EMPLOYER 0 PUEBLA PRODUCE INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1