STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND (EIN 36-6069119)
Tax period
2012-03-01 to 2013-02-28
Filed
2014-01-14
IRS object ID
201400149349300125
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-01-14T11:16:02-06:00Timestamp
Tax Period End Date2013-02-28TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN362152389EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BANSLEY & KIENER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18745 W HIGGINS RDAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60631ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-03-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN366069119EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL 727 HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTEAMNameControl
Phone7736850340Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15940 W MONTROSEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60634ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGREGORY T YOUMANSName
TitleTRUSTEETitle
Phone7736850340Phone
Date Signed2014-01-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL MERKELName
PTINP00420901PTIN
Phone3122632700Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT SHEEHYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15940 W MONTROSEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60634ZIPCode
FieldValueIRS element (for citing)
Gross Receipts116155583GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1961YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE MEMBERS OF TEAMSTERS LOCAL 727 AND THEIR DEPENDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year34537124ProgramServiceRevenuePriorYear
Program Service Revenue CY41995852ProgramServiceRevenueCY
Investment Income Prior Year2967424InvestmentIncomePriorYear
Investment Income Current Year4107363InvestmentIncomeCurrentYear
Other Revenue Prior Year3935OtherRevenuePriorYear
Other Revenue Current Year71OtherRevenueCurrentYear
Total Revenue Prior Year37508483TotalRevenuePriorYear
Total Revenue Current Year46103286TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year41033611BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY52838871BenefitsPaidToMembersCY
Salaries Etc Prior Year905309SalariesEtcPriorYear
Salaries Etc Current Year1036170SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year608303OtherExpensePriorYear
Other Expenses Current Year703676OtherExpensesCurrentYear
Total Expenses Prior Year42547223TotalExpensesPriorYear
Total Expenses Current Year54578717TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5038740RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-8475431RevenuesLessExpensesCY
Total Assets BOY65949643TotalAssetsBOY
Total Assets EOY58715361TotalAssetsEOY
Total Liabilities BOY21634332TotalLiabilitiesBOY
Total Liabilities EOY23071617TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY44315311NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY35643744NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE MEMBERS OF TEAMSTERS LOCAL 727 AND THEIR DEPENDENTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE MEMBERS OF TEAMSTERS LOCAL 727 AND THEIR DEPENDENTS.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961121NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WILLIAM COLI FUND MANAGERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7736850340TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15940 W MONTROSEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60634ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
JOHN COLI
TRUSTEE3.0045.50X0210000107265
THOMAS J MORIARITY
TRUSTEE10.0020.00X0420000
CARL TOMINBERG
TRUSTEE12.0016.00X0579150
GREG YOUMANS
TRUSTEE11.0019.00X0420000
ROBERT SHEEHY
TRUSTEE3.003.30X000
JOSEPH COLIPAST
TRUSTEE2.5043.00X03620725689
JOHN T COLI JR
TRUSTEE2.5043.00X023438468912
STEPHANIE BRINSON
TRUSTEE2.5043.00X015484053003
JONATHAN MAGNA
TRUSTEE3.0049.00X09430041066
WILLIAM COLI
FUND MANAGER31.0022.50021374965581X
BENEDICT AFFETTO
CFR26.0024.00010758044200X
ROBERT MACARTHUR
CFR28.0022.00010758044200X
MELVIN PRYOR
CFR30.0020.00010758044200X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1408135TotalReportableCompFrmRltdOrgs
Total Other Compensation494116TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BLUE CROSS BLUE SHIELD
300 E RANDOLPHCHICAGOIL60601CLAIMS ACCESS FEES1558787
ELITE ADMINISTRATION AND INSURANCE GROUP
1300 W HIGGINS ROAD SUITE 208PARK RIDGEIL60068CLAIMS ADMINISTRATOR829154
BANSLEY AND KIENER LLP
8745 W HIGGINS SUITE 200CHICAGOIL60631ACCOUNTING FEES203132
ASHER GITTLER GREENFIELD & D'ALBA LTD
200 W JACKSON BLVDCHICAGOIL60606ATTORNEY FEES108776
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000994161254841612548
PARTICIPANT CONTRIBUITONS900099196275196275
PAYROLL AUDIT COLLECTIONS900099187029187029
FieldValueIRS element (for citing)
Total Program Service Revenue41995852TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2341773TotalRevenueColumn
Exclusion$2,341,773ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities71817887Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities70052297Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1765590Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1765590TotalRevenueColumn
Exclusion$1,765,590ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column71TotalRevenueColumn
Related Or Exempt Function Income71RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue71TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column46103286TotalRevenueColumn
Related Or Exempt Function Income41995923RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,107,363ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total52838871Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total244524Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total490942Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total181949Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total72763Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total45992Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total105630Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total246569Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total25480Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total39000Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total129455Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total19671Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total58606Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total36597Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total13301Total

Insurance Insurance

FieldValueIRS element (for citing)
Total25129Total

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMEMBERSHIP FEESDescription
Total4238Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total54578717Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY156751BOY
EOY2452431EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3540595BOY
EOY756862EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3536733BOY
EOY3254275EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11196BOY
EOY2786EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis235449LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec155048LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY46844BOY
EOY80401EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY43106012BOY
EOY39099361EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY14926176BOY
EOY12498491EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY625336BOY
EOY570754EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY65949643BOY
EOY58715361EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY380855BOY
EOY417065EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY21253477BOY
EOY22654552EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY21634332BOY
EOY23071617EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY44315311BOY
EOY35643744EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY44315311BOY
EOY35643744EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY65949643BOY
EOY58715361EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-8475431ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-196136ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee0AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis82822OtherCostOrOtherBasis
Depreciation29646Depreciation
Book Value53176BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis152627OtherCostOrOtherBasis
Depreciation125402Depreciation
Book Value27225BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings80401TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
COMERICA MID CAP INDEX FUND1044324F
COMERICA SMALL CAP INDEX FUND444081F
COMERICA LARGE CAP INDEX FUND11010086F
FieldValueIRS element (for citing)
Total Of Book Value Securities12498491TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
DUE TO RELATED ORGANIZATIONS$379,846
CLAIMS INCURRED BUT NOT REPORTED$6,544,000
ACCUMULATED ELIGIBILITY$15,416,200
CASH OVERDRAFT$227,093
DUE TO BROKER$87,413
FieldValueIRS element (for citing)
Total Of Amounts22654552TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt45881670TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-196136NetUnrealizedGainsInvestments
Revenue Not Rptd F990-196136RevenueNotRptdF990
Revenue Subtotal46077806RevenueSubtotal
Investment Expenses Not Included25480InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt25480RevenueNotRptdOnFinStmt
Total Revenue Per Form99046103286TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt53617137TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal53617137ExpensesSubtotal
Investment Expenses Not Included225480InvestmentExpensesNotIncluded2
Other Expenses Not Included936100OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt961580ExpensesNotRptdOnFinStmt
Total Expenses Per Form99054578717TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPART XII, LINE 4B - OTHER ADJUSTMENTS:Identifier
ExplanationINCREASE IN BENEFIT OBLIGATIONS 936,100.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN COLI
TRUSTEE02100000000000107265031726500
JOHN T COLI JR
TRUSTEE02103720002401200068912030329600
STEPHANIE BRINSON
TRUSTEE01380400001680000053003020784300
WILLIAM COLI
FUND MANAGER017425001487502462400065581027933000
BENEDICT AFFETTO
CFR0107580000000044200015178000
ROBERT MACARTHUR
CFR0107580000000044200015178000
MELVIN PRYOR
CFR0107580000000044200015178000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2THERE IS A FAMILY RELATIONSHIP BETWEEN JOHN T. COLI, JOHN T. COLI JR., JOSEPH COLI, AND WILLIAM COLI.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO SUBCOMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11THE BOARD OF TRUSTEES GIVES AUTHORITY TO WILLIAM COLI, FUND MANAGER, TO REVIEW THE FORM 990 AND APPROVE THE FILING. THE BOARD OF TRUSTEES IS PRESENTED WITH THE FINAL FORM 990 AFTER FILING.
PART VII, SECTION A, COLUMN E AND F: THE BOARD OF TRUSTEES APPROVES THE SALARY AND ANY INCREASE ANNUALLY FOR THE FUND MANAGER. THE FUND MANAGER'S SALARY IS PAID BY THE RELATED TEAMSTERS LOCAL UNION NO. 727 PENSION FUND (PENSION FUND) AND IS SHARED WITH THE THE RELATED TEAMSTERS LOCAL UNION NO. 727 LEGAL AND EDUCATIONAL ASSISTANCE FUND (LEGAL AND EDUCATION FUND) AND TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND (REPORTING FUND). TOTAL COMPENSATION FOR THE FUND MANAGER IS ALLOCATED BETWEEN THESE RELATED BENEFIT FUNDS. TOTAL ALLOCATED COMPENSATION FOR THE FUND MANAGER TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5. THE PENSION FUND PAYS THOMAS J. MORIARTY,CARL TOMINBERG AND GREG YOUMANS FOR SERVICES PROVIDED TO THE RELATED FUNDS. THE COMPENSATION IS ALLOCATED AMONG THE REPORTING FUND, PENSION FUND AND LEGAL AND EDUCATION FUND. TOTAL ALLOCATED COMPENSATION TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5.
FORM 990, PART VI, SECTION C, LINE 19THE BOARD OF TRUSTEES WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
PART XI, LINE 2CTHE FUND MANAGER IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THE BOARD OF TRUSTEES SELECTS THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
TEAMSTERS LOCAL UNION NO 727 PENSION FUND
5940 W MONTROSE AVECHICAGOIL60634366102397DEFINED BENEFIT PLANIL401(A)0
TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND
5940 W MONTROSE AVECHICAGOIL60634363429967LEGAL AND EDUCATION ASSISTANCE FUNDIL501(C)(9)0
INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 727
1300 W HIGGINS ROADPARK RIDGEIL60068360759640LABOR UNIONIL501(C)(5)0
BOARD OF TRUSTEES TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND
5940 W MONTROSE AVECHICAGOIL60634366069119PLAN SPONSOR AND ADMINISTRATORIL0
TEAMSTERS LOCAL UNION NO 700
1300 W HIGGINS ROADPARK RIDGEIL60068271543517LABOR UNIONIL501(C)(5)0
TEAMSTERS JOINT COUNCIL NO 25
1300 W HIGGINS ROADPARK RIDGEIL60068361264226LABOR UNION DISTRICT COUNCILIL501(C)(5)0

Form990 Schedule R Part IV Form990ScheduleRPartIV (361 entries)

100 BELLEVUE PLACE CONDOMINIUM
1100 LAKE SHORE DRIVE
1110 LAKE SHORE DRIVE HOMEOWNERS
1150 CONDO ASSOCIATION (SUDLER)
1240 LSD CONDO (WOLIN-LEVIN)
1300 W HIGGINS
1300 LAKE SHORE DRIVE GARAGE
1410 N STATE PARKWAY CONDO
1415 N DEARBRON GRG (SUDLER MGMT)
1420 SHERIDAN CONDO
1500 LAKE SHORE DRIVE (SUDLER MGMT)
1515 GARAGE
1550 CONDO ASSOCIATION
1555 ASTOR CONDO ASSOCIATION
155 HARBOR POINT CONDO ASSOC
1616 CONDO ASSOCIATION-CHICAGOLAND
1700 E 56TH ST CONDO
209 LAKE SHORE DRIVE BLDG CORP
2400 N LAKEVIEW CONDO PF#10
WOLIN-LEVIN 2500 LAKEVIEW CONDO
2909 N SHERIDAN ROAD CONDO ASSN
2930 NORTH SHERIDAN LLC
3150 CONDO ASSOC (LIEBERMAN MGMT)
3180 CONDOMINIUM ASSOCIATION
33 E CEDAR
3800 LAKE SHORE DRIVE
3900 LAKE SHORE DRIVE CONDO ASSOC
399 CORPORATION
5757 SHERIDAN RD
990 LAKE SHORE DRIVE (DRAP & KRAM)
A & R JANITORIAL SERVICES (HURON)
A & R JANITORIAL SERVICES (MC COR)
A & R JANITORIAL SERVICES (O'HARE)
A & R JANITORIAL SERVICES (MIDWAY)
A & R JANITORIAL (LINCOLN)
A & R JANITORIAL SERVICES INC
ABM JANITORIAL SERVICES INC
ABS LLC
ADAMS WINTERFIELD & SULLIVAN
ADDIS PARKING
ADDUCI-DUNCAN-ZIMNY
AERO REMOVAL
AHLGRIM FUNERAL HOME
AHLGRIM AND SONS FUNERAL AND
AHLGRIM FMLY FUNERAL SERVICES LTD
AKA PARKING INC
ALVAREZ INC
AMERICAN PARKING SERVICES-VALET
AMERICAN PARKING SERICES- COMM
AMERICAN MORTUARY SERVICE OF CHGO
AMPCO SYSTEM PARKING- VALET
AMPCO SYSTEM PARKING- CHICAGO
ANDREW J MC GANN & SON
ANDREW M KOPNICKY
ANDREW DISTRIBUTION INC
ANTHONY DICANIO
ANTONIO LETIZIA
ARLINGTON PARK RACECOURCE LLC
ARLINGTON PARK RACECOURCE LLC
ASIAN FUNERAL SERVICES LLC
BARR FUNERAL HOME
BEDNARCZYK FUNERAL SERVICE
BELMONT FUNERAL HOME
BEVERLY RIDGE FUNERAL HOME
BORMANN FUNERAL HOME
BRADY-GILL FUNERAL HOME
BROOKFIELD ZOO
BRUST FUNERAL HOME
CAPITAL PARKING- VALET
CAPITAL PARKING- COMM
CAPPETTA FUNERAL HOME INC
CAR SHINE
CARNEVALE FUNERAL SERVICES
CASEY LASKOWSKI FUNERAL HOME
CENTRAL PARKING SYSTEM INC
CENTRAL PARKING SYSTEM- VALET
CHESED V EMET LLC
CHICAGO JEWISH FUNERALS
CHICAGO PARKING VALET LLC
CHICAGO TRIBUNE DRIVERS
CHICAGO PARKING VALET LLC- COMM
CHICAGOLAND MGMT 1355 SANDBERG
CHICAGOLAND MORTUARY SERVICE
CLYDE J HALLOWELL FUNERAL
COLM J HALPIN
COLONIAL CHAPEL LTD
COMMUNITY SPECIALISTS-555 CORNELIA
COONEY FUNERAL HOME
COUNTRYSIDE FUNERAL HOME
COURTESY VALET SERVICE INC- COMM
COURTESY VALET SERVICE INC- VALET
CROWNE PLAZAF & F REALTY
CUMBERLAND CHAPELS INC
CVS PHARMACY
CZARNOWSKI DISPLAY SERVICE
DALCAMO FUNERAL HOME
DAMAR-KAMINSKI FH
DANIEL A TYBOR
DARIEN LIVERY
DAVID PALACZ
DAVID WING
DE LA TORRE FUNERAL HOME
DON C WINSLOW AND ASSOCIATES
DONNELLAN FAMILY FUNERAL SERVIC
DONNELLAN FAMILY FUNERAL SERVIC
DOUBLETREE ROSEMONT HOTEL
DOUBLETREE HOTEL
DRAKE TOWER APARTMENTS
DUPAGE LIVERY SERVICE
DUPAGE MORTUARY SERVICE
DURANTE FUNERAL SERVICE
EDWARD ANDERSON FUNERAL HOMES
EL LAGO
ELIOT HOUSE CONDO
ELMWOOD CHAPEL
EMBASSY SUITES
ENCORE HOSPITALITY SERVICES - VALET
ENCORE HOSPITALITY SERVICES - COMM
EQUIPT RITE LLC
EUGENE DYBINSKI
EVANSTON FUNERAL AND CREMATION
FAULKNER HOUSEMANAGEMENT
FRANK REDA FUNERAL HOME
FREELS FUNERAL SERVICE
GEORGE KOPICKI HERITAGE FH
GEORGE KOPICKI PARKWYN FH
GERARD MORGAN JR FUNERAL DIRECTORS
GERALEX INC
GIBBONS FUNERAL HOME
GO AIRPORT EXPRESS
GOLDMAN FUNERAL GROUP
GP PARKING 1 LLC- VALET
GRANDOHIO CONDOMINIUM ASSOCIATION
GRIFFIN LIVERY
HABEN FUNERAL HOME
HALLINAN FUNERAL HOME
HARBOR HOUSE CONDOMINIUMSSUDLER
HAWTHORNE RACE COURSE-VALET
HEENEY FUNERAL HOME
HENRY FREITAG
HENRY W FREDRICHS FUNERAL
HOLIDAY INN EXPRESS HOTEL & SUITES
HOLIDAY INN CHICAGO O'HARE
HOLLERBACH FUNERAL HOME
HORIZION HOUSE-COMMUNITY SPECIALISTS
HUMES FH ENTERPRISES INC
HYATT REGENCY CHICAGO
HYATT REGENCY O'HARE
HYATT REGENCY O'HARE- VALET
ILLINOIS TOLLWAY
IMPERIAL PARKING (VALET)
IMPERIAL REMOVAL & EMBALMING SERVICE
IMPERIAL PARKING (US) INC
INTERPARK
INTERPARK VALET CONTRACT
J & J MOTOR SERVICE
JAEGER FUNERAL HOME
JAMES TRACY
JAY CANTWELL
JEKA TRANSPORT
JOHN A RAGO SONS MEMORIAL CHP
JOHN RIFE
JOHN GRADY
JOHN LIGDA
JOHN JR INSTALLATIONS
JOHN WELC EMBALMING SERVICES
JOHN E MALONEY COMPANY
JOHN G ADINAMIS
JOHN SHEEHY & SONS FUNERAL HOME
JOSEPH REGAN
KAHLE-MOORE FUNERAL HOME
KERRY FUNERAL HOME
KOSARY FUNERAL HOME
LAWN FUNERAL HOME LTD
LAWRENCE FRIEL
LAWRENCE FHKOLBUS-JOHN V MAY F
LAZ PARKING- EAST MONROE 113
LAZ PARKING- GRANT PARK SOUTH 112
LAZ PARKING- MILLENIUM PARK 114
LAZ PARKING- GRANT PARK NORTH 111
LAZ PARKING- HYATT REGENCY CHICAGO
LAZ PARKING- 4250 MARINE-171
LAZ PARKING- 260 CHESTNUT-170
LAZ PARKING- 5333 N SHERIDAN
LAZ PARKING-MALIBU CONDOMINIUMS
LAZ PARKING- 300 E RANDOLPH-LOC 504
LAZ PARKING- SHERATON HOTEL 197
LAZ PARKING- (BANK OF AMERICA #162)
LAZ PARKING- METER 123
LAZ PARKING- LOC 193
LAZ PARKING- (221 N LASALLE)
LAZ PARKING- 210 N WELLS GARAGE
LAZ PARKING (WYNDHAM GRAND)
LAZ PARKING- 1 E 8TH GARAGE
LAZ PARKING- (212 W ILLINOIS)
LAZ PARKING- HILTON SUITES #119
LAZ PARKING (ONTERIE CENTER)
LAZ PARKING- VALET WESTIN CHICAGO
LAZ PARKING- DOUBLETREE
LAZ PARKING- CLYBORUN
LAZ PARKING- 1250 N DEARBORN GARAGE
LEONARD ZIELINSKI FUNERAL DRCTR LMTD
LINCOLNWAY PUBLIC SAFETY
LOUIS MARTINO JR
LOWELL HOUSE CONDO- 88 W SCHILLER
ANTHONY J LUPO FUNERAL DIRECTOR
MARK GIANCOLA
MARTINO LIVERY
MATZ FUNERAL HOME INC
MAYWOOD PARK TROTTING ASSOC
METRO MORTUARY TRANSPORT
METROPOLITAN VALET-VALET
METROPOLITAN VALET- COMM
MICHAEL COLETTA SONS LTD
MICHAEL A CARNONARA
MID-CITY PARKING INC
MIDWEST MORTUARY SERVICE
MILLENNIUM PARK LIVING INC
MJ SUERTH FUNERAL HOME
MODELL FUNERAL HOME
RICHARD J MODELL FUNERAL HOME AND CREMATION
MORTUARY DYNAMICS OF CHICAGO
MRAZEK & RUSS FUNERAL SERVICES
MRAZEK LIVERY SERVICE INC
MSC CHICAGO
NAVY PIER INC
NELSON FUNERAL HOMES INC
NORTHERN ILLINOIS FUNERAL SERVICE
NORTHWEST MOSQUITO ABATEMENT
O'HARE HILTON HOTEL
O'HARE SHUTTLE BUS
ONE EAST SCHILLER LIEBERMAN MGMT
VILLAGE OF ORLAND HILLS
ORRICO FUNERAL SERVICE
OTTO V STRANSKY & SON
PALMOLIVE BLD LANDMARK RESIDENCE
PANOZZO BROTHERS FUNERAL HOME
PARK 1 (434 S WABASH)
PARK 1 (410 S WABASH)
PARK 1 (850 WASHINGTON)
PARK 1 (57 E WACKER)
PARK 1 (550 W LEXINGTON)
PARK 1 (601 S DEARBORN)
PARK 1 (50 E HARRISON)
PARK 1 (EASY PARKING)
PARK 1 (535 N ST CLAIRE)
PARK 1 (711 S PLYMOUTH )
PARK 1 (328 S WABASH)
PARK 1 (525 S WABASH)
PARK 1 (718 W MONROE)
PARKING AT 777 INC
PARK 1 (625 W ADAMS
PARK 1 (162 E ONTARIO)
PARK 1 (65 E WACKER MORTONS)
PARK 1 (306 N HALSTED)
PARK 1 (PALOMAR HOTEL)
PARK 1 (ALLERTON HOTEL)
PARK 1 (WYNDHAM HOTEL)
PARK 1 (AVENUE HOTEL)
PARK 1 (701 W FULTONCARNIVALE)
PARK ASTOR CONDOMINIUM ASSOCIATION
PARK USA INC
PARK 1 (623 W MONROE)
PARK TOWER CONDOMINIUM ASSOCIATION
PEOPLES AUTO PARKING COMPANY
PEOPLES AUTO PARKS
PETER MARTINO
PETERSON FUNERAL HOME-BASSI
PIONEER PARKING INC-ASTOR HOUSE
PIONEER PARKING (AMBASSADOR HOUSE)
PIONEER PARKING -2800 LAKE SHORE DRIVE
PIONEER PARKING-3440 N LSD
PIONEER PARKING INC 201 CHESTNUT
PIONEER PARKING- 3550 N LSD
PIONEER PARKING- 3600 LSD
PIWNICKI FUNERAL SERVICE
PM SMITH & SONS
PREFERRED SERVICES
PRESSURE WASHING UNLIMITED
PUBLIC PARKING (3157 N BROADWAY)
PUBLIC PARKING (14 E CEDAR)
R JAY LIVERY
RALPH MASSEY FUNERAL DIRECTORS
RAYMOND HERNANDEZ
RELIABLE VALET PARKING
THE RESIDENCES AT RIVERBEND GARAGE
RICHARD-MIDWAY FUNERAL HOME
RIVER NORTH CAR WASH INC
RIVERSIDE PUBLIC SCHOOL DISTRICT 96
R JAY LIVERY SERVICE
R J SHEEHY & SONS FUNERAL
ROBERT S DILKS
ROCKWELL CONSTRUCTION LLC
ROLLEX CORPORATION
ROSEMOOR FUNERAL HOME
RUSSO FUNERAL SERVICE
RYAN-PARKE FUNERAL HOME
SABRINA LABARBERA
SAFE PARKING
SALERNO GALEWOOD CHAPELS
SALSTAR MANAGEMENT INC
SALSTAR MANAGEMENT-860880 LAKE SHORE
SAX-TIDEMANN FUNERAL HOME
SCHIELKA FUNERAL HOME
SCHMAEDEKE FUNERAL HOME
SCI- DIRECTORS
SCI-DRIVERS
SEGERT LIVERY SERVICE LLC
SERVICE LIVERY INC
SHALOM MEMORIAL FUNERALS
SHAY'S VALET INC
SHINE CAR SERVICES
SHORELINE PARK ASSOCIATION
SIEDLECKI LIVERY SERVICE INC
SKAJA TERRACE FUNERAL HOME
SMG-MPEA SECURITY
SMITH MAINTENACE COMPANY
SNOZBERRY LIVERY LLC
SPACE CENTER DISTRIBUTION
STANDARD PARKING- MAIN
STANDARD PARKING- VALET
STATE PARKING 1 LLC
STATE PARKING INC
STEVEN STETSON
SUDLER MGMT (AMERICANA)
SULLIVAN OLSON INC DBA OLSON
SULLIVAN OLSON INC DBA OLSON
SZYKOWNY FUNERAL HOME
TALAGA FUNERAL SERVICES
TALSO FUNERAL SERVICE
THE BUILDING GROUP
30 EAST ELM CONDOMINIUM ASSOCIATION
THOMAS MCINERNEY'S SONS FUNERAL HOME
THOMAS L SHULTZ
TOON FUNERAL HOMES LTD
TREVINO FUNERAL SERVICE
TRINITY FUNERAL SERVICES
UGL UNICCO
UNITED BUILDING MAINTENANCE INC
USA PARKING LLC
VALET PARKING AUTHORITY
VALET PARKING AUTHORITY- COMM
VANCE LIVERY SERVICE INC
THE VARGAS GROUP
VITUCCI FUNERAL HOME
VPS OF ILLINOIS LLC (VALET)
VPS OF ILLINOIS LLC (COMMERCIAL)
VPS PARKING MANAGEMENT - VALET
VPS PARKING MANAGEMENT - COMM
WALTER POMIERSKI & SON LTD
WAUCONDA FUENRAL HOME PC
360 WELLINGTON GARAGE
WELLS COMPANIES PARK FUND
WE'RE CLEANING
WEST TOWN MORTUARY
WESTLAWN JEWISH FUNERALS INC
WILLIAMS-KAMPP FUNERAL HOME
WILLIAM J DUNKOVICH
WOJCIECHOWSKI & SON LTD
WOLNIAK FUNERAL HOME
ZIMMERMAN & SANDEMAN
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceFORM 990, SCHEDULE R, PART IVReturnReference
ExplanationTHE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.Explanation