2013-10-31T15:06:12-05:00 2013-01-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2012-02-01 362187389 CHICAGO AREA IB OF T HEALTH AND WELFARE TRUST FUND CHIC 3127381350 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 HOWARD MURDOCH 3127381350 2013-10-31 1 TIMOTHY CIBULKA P00841100 3123680500 2012 2016-02-25 16:41:14Z HOWARD MURDOCH 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 85420183 0 X N/A X 1951 IL PROVIDE HEALTH BENEFITS 3 1 41 0 0 0 0 0 10459582 10119908 1650738 2850966 27432 6165 12137752 12977039 0 0 11968051 10906264 358447 342856 0 0 0 1092889 1059029 13419387 12308149 -1281635 668890 33924011 33136704 1232398 440368 32691613 32696336 PROVIDE MEDICAL, DENTAL, VISION, SICKNESS, AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 41 0 1 41 1 0 0 0 0 0 0 0 0 X 3 1 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 1.00 39.00 X 0 92058 33394 PATRICK BRUNO 1.00 39.00 X 0 90814 33394 JAMES RUSS JR 1.00 X 0 0 0 RONALD SANDACK 1.00 X 0 0 0 THOMAS STIEDE 4.00 36.00 X 12778 78548 33394 LAURA CABALLERO 40.00 X 141010 0 33394 153788 261420 133576 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 402410 1 EMPLOYER CONTRIBUTIONS 900099 9823239 9823239 RETIREE CONTRIBUTIONS 900099 187841 187841 PARTIC AND COBRA SUBSIDY CONTRIBU 900099 108828 108828 10119908 651199 651199 74642911 72443144 2199767 2199767 2199767 CLASS ACTION PROCEEDS 900099 5550 5550 MISCELLANEOUS INCOME 900099 615 615 6165 12977039 10119908 0 2857131 10906264 103493 135340 55028 24912 24083 117476 86787 79927 584810 59591 42347 47185 38 910 15368 24590 12308149 243313 43101 826501 1426010 2387775 1593347 2045 72107 137787 82835 60577 54952 21773510 20982889 8630290 8964298 33924011 33136704 51102 40142 72159 5679 1109137 394547 1232398 440368 X 0 0 0 0 32691613 32696336 32691613 32696336 33924011 33136704 668890 -664167 0 X 0 1 X 1 0 9719 1325 8394 128068 81510 46558 54952 POOLED FUNDS 8964298 F 8964298 DUE TO BROKER 344971 DEFERRED RENT 49521 DUE TO RELATED ORGANIZATION 55 394547 X 12232945 -664167 -664167 12897112 79927 79927 12977039 12228222 0 12228222 79927 79927 12308149 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 LIMITATION EXPIRES. 0 0 0 LAURA CABALLERO 141010 0 0 0 0 0 22883 0 10511 0 174404 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. ASSISTANT FUND MANAGER FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATIONS ASSISTANT FUND MANAGER IS ALSO THE ASSISTANT FUND MANAGER OF THE TWO RELATED ENTITIES. THE ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HER 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 ORGANIZATIONS PORTION OF HER SALARY AND RELATED EXPENSES. FUND MANAGER FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATIONS FUND MANAGER IS ALSO THE FUND MANAGER OF THE TWO RELATED BENEFIT PLANS AND AN OFFICER FOR THE RELATED LOCAL UNION. THE ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HIS SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO THIS ORGANIZATION (AND TO THE THREE RELATED ORGANIZATIONS). THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATIONS PORTION OF HIS SALARY AND RELATED EXPENSES. FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS: NET UNREALIZED LOSS ON INVESTMENTS: 664,167 FORM 990, PART VI, SECTION A, LINE 1A: EFFECTIVE DECEMBER 2012 JAMES F. RUSS, JR RESIGNED AS AN EMPLOYER TRUSTEE. HIS REPLACEMENT, MICHAEL PHILLIPS, WAS APPROVED MARCH 4, 2013. 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