2012-03-03T12:12:09-06:00 2011-06-30 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-07-01 361033970 ELECTRICAL INSURANCE TRUSTEES ELEC 3127825442 221 NORTH LASALLE STREET NO 200 CHICAGO IL 60601 MR WILLIAM T DIVANE JR 3127825442 2012-03-03 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-02-24 21:20:13Z MR WILLIAM T DIVANE JR 221 NORTH LASALLE STREET NO 200 CHICAGO IL 60601 232693828 0 X N/A X 1930 IL PROVIDE MEDICAL BENEFITS TO PLAN PARTICIPANTS. 10 10 24 0 0 0 0 0 183468504 225626444 7718788 7067384 0 0 191187292 232693828 0 0 211035007 182842810 2424911 2488860 0 0 0 5625621 5205805 219085539 190537475 -27898247 42156353 374023351 410505412 12516140 13223603 361507211 397281809 PROVIDE MEDICAL BENEFITS TO PLAN PARTICIPANTS. 0 0 PROVIDE MEDICAL, DEATH, DISABILITY AND UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS IN ACCORDANCE WITH PROVISIONS OF THE PLAN. 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 0 1 36 0 1 24 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 1 1 0 X MR SEAN P MADIX FUND ADMINISTRATOR 3127825442 221 N LASALLE ST CHICAGO IL 60601 TIMOTHY FOLEY 5.00 X 0 0 0 MICHAEL J CADDIGAN 10.00 X 0 0 0 LARRY CRAWLEY 5.00 X 0 0 0 SAMUEL EVANS 5.00 X 0 0 0 JIM NORTH 5.00 X 0 0 0 WILLIAM T DIVANE JR 10.00 X 0 0 0 KEVIN M O'SHEA 5.00 X 0 0 0 STEVEN DIAMOND 5.00 X 0 0 0 MICHAEL R WALSDORF 5.00 X 0 0 0 KENNETH BAUWENS 5.00 X 0 0 0 SEAN MADIX 45.00 X 269512 0 124459 MARIA M CANDIOTTI 45.00 X 111855 0 52999 PETER KIM 45.00 X 124617 0 45415 505984 0 222873 3 0 1 0 BLUE CROSSBLUE SHIELD OF ILLINOIS 300 E RANDOLPH CHICAGO IL 60601 MEDICAL CLAIMS PROCESSOR 5828125 CIGNA BEHAVIORAL HEALTH PO BOX 1450 NW 7307 MINNEAPOLIS MN 55485 MEMBER ASSISTANCE PROGRAM 598805 MERCER 10 S WACKER DRIVE SUITE 1700 CHICAGO IL 60606 CONSULTING AND ACTUARIAL SERVICES 529661 LEGACY PROFESSIONALS LLP 311 SOUTH WACKER DRIVE SUITE 4000 CHICAGO IL 60606 AUDITING, PAYROLL COMPLIANCE AUDITS, CLA 436345 AMALGATRUST ONE WEST MONROE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT 396839 5 EMPLOYER CONTRIBUTIONS 900099 207925801 207925801 COBRA SUBSIDY 900099 3872525 3872525 PRESCRIPTION DRUG REBA 900099 3536714 3536714 REIMBURSED SHARED EXPE 900099 3447827 3447827 COBRA CONTRIBUTIONS 900099 3172959 3172959 3670618 3670618 225626444 7067384 7067384 232693828 225626444 0 7067384 182842810 268846 1225233 462150 430564 102067 490800 546890 652711 1166107 789596 463072 37698 526474 485737 MISCELLANEOUS EXPENSES 46720 190537475 187164 464238 93546060 107602342 15824830 17745424 476867 402714 3519526 2069755 1932926 1449771 262054477 282839917 1027 1006 374023351 410505412 2427031 2482297 410718 421366 9678391 10319940 12516140 13223603 X 0 0 0 0 361507211 397281809 361507211 397281809 374023351 410505412 X 42156353 -6381755 X 0 1 1 X 0 3519526 2069755 1449771 1449771 INVESTMENT IN EIT INSURANCE MASTER TRUST 282839917 F 282839917 DUE TO RELATED ENTITIES 10319940 10319940 232693828 190537475 42156353 10736787 -17118542 -6381755 35774598 239330077 10736787 10736787 228593290 652711 3447827 4100538 232693828 203555479 17118542 17118542 186436937 652711 3447827 4100538 190537475 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INDIVIDUAL PLANS FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE INTERNAL REVENUE SERVICE (IRS). THE PLANS' RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE TRUST'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF ASSETS TO AFFILIATED PENSION PLAN -16,962,469. TRANSFER OF ASSETS TO OTHER UNRELATED RETIREMENT PLANS -156,073. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,447,827. PART XIII, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF ASSETS TO AFFILIATED PENSION PLAN 16,962,469. TRANSFER OF ASSETS TO OTHER UNRELATED RETIREMENT PLANS 156,073. PART XIII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED EXPENSES REPORTED NET ON FINANCIAL STATEMENTS 3,447,827. X 1 1 X X X 0 0 0 SEAN MADIX 259323 0 0 0 10189 0 109099 0 15360 0 393971 0 0 0 MARIA M CANDIOTTI 111855 0 0 0 0 0 20497 0 32502 0 164854 0 0 0 PETER KIM 124617 0 0 0 0 0 27195 0 18220 0 170032 0 0 0 PART I, LINE 1A PURSUANT TO A WRITTEN EMPLOYMENT AGREEMENT; MEMBERSHIP FEES TO AMERICAN AIRLINES ADMIRAL CLUB ARE PAID BY THE ORGANIZATION ON BEHALF OF SEAN MADIX. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COMMITTEE OF THE ELECTRICAL CONTRACTORS ASSOCIATION APPOINTS THE MANAGEMENT TRUSTEES. THE PRESIDENT OF LOCAL UNION 134 IBEW APPOINTS THE UNION TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR TOP MANAGEMENT AND HIGHEST COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,736,787. TRANSFER OF ASSETS TO AFFILIATED PENSION PLAN -16,962,469. TRANSFER OF ASSETS TO OTHER UNRELATED RETIREMENT PLANS -156,073. TOTAL TO FORM 990, PART XI, LINE 5: -6,381,755. FORM 990, SCHEDULE J, PART II, COLUMN B(III): OTHER REPORTABLE COMPENSATION INCLUDES AUTOMOBILE AND LIFE INSURANCE REIMBURSEMENTS PURSUANT TO A WRITTEN EMPLOYMENT AGREEMENT. FORM 990, SCHEDULE J, PART II, COLUMN C: RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES THE INCREASE IN THE PRESENT VALUE OF A DEFINED BENEFIT PENSION PLAN AS DETERMINED BY THE FUND'S ACTUARY. FORM 990, SCHEDULE J, PART II, COLUMN D: NON-TAXABLE BENEFITS INCLUDE THE VALUE OF HEALTH AND WELFARE PREMIUMS PAID ON BEHALF OF THE INDIVIDUALS. ELEC CONTR ASSC OF CITY OF CHGO&LOCAL 134 JT PEN TST #2- 221 N LASALLE SUITE 200 CHICAGO IL 60601 516030753 PENSION FUND IL 401(A) 0 ELEC CONT ASSC OF CITY OF CHGO&LOCAL 134 JT PEN TST #4 221 N LASALLE SUITE 200 CHICAGO IL 60601 516030753 PENSION FUND IL 401(A) 0 ELEC CONT ASSC OF CITY OF CHGO&LOCAL 134 JT PEN TST #5 221 N LASALLE SUITE 200 CHICAGO IL 60601 516030753 PENSION FUND IL 401(A) 0 ELEC CONT ASSC OF CITY OF CHGO&LOCAL 134 JT PEN TST #6 221 N LASALLE SUITE 200 CHICAGO IL 60601 516030753 PENSION FUND IL 401(A) 0 ELECTRICAL INSURANCE TRUSTEES EMPLOYEES' RETIREMENT PLAN 221 N LASALLE SUITE 200 CHICAGO IL 60601 361033970 PENSION FUND IL 401(A) 0 ELECTRICAL INSURANCE TRUSTEES EMPLOYEES 401K PLAN 221 N LASALLE CHICAGO IL 60601 361033970 PENSION FUND IL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ELECTRICAL INSURANCE TRUSTEES EMPLOYEES' RETIREMENT PLAN P 228000 ACTUAL AMT PAID ELEC CONTRACTORS ASSOC OF THE CITY OF CHIC JOINT PENSION TRUST-PLAN 2 P 1968000 ACTUAL AMT PAID ELEC CONTRACTORS ASSOC OF THE CITY OF CHIC JOINT PENSION TRUST-PLAN 4 P 480000 ACTUAL AMT PAID ELEC CONTRACTORS ASSOC OF THE CITY OF CHIC JOINT PENSION TRUST-PLAN 5 P 484207 ACTUAL AMT PAID ELEC CONTRACTORS ASSOC OF THE CITY OF CHIC JOINT PENSION TRUST-PLAN 6 P 180000 ACTUAL AMT PAID