2012-07-11T13:35:54-05:00 2011-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DR SUITE 4000 CHICAGO IL 60606 990 2011-01-01 366073848 EXCAVATING GRADING AND ASPHALT CRAFT 731 HEALTH AND WELFARE FUND EXCA 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 TERRENCE J HANCOCK 6308874150 2012-07-11 1 GREG WALLENBECKER P01451145 3123680500 2011 2016-02-24 21:20:13Z TERRENCE J HANCOCK 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 18821043 0 X N/A X 1951 IL PROVIDE INSURANCE BENEFITS 6 6 16 0 0 0 0 0 9979943 10706909 700066 652313 0 0 10680009 11359222 0 0 7297541 8727502 1369551 1310594 0 0 0 756514 794896 9423606 10832992 1256403 526230 24179625 24593865 237563 161120 23942062 24432745 PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE, LOSS OF TIME AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 72 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 X THE ORGANIZATION 6308874150 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 TERRENCE J HANCOCK 2.00 X 0 0 0 JOHN LISNER 2.00 X 0 0 0 WILLIAM H COLLINS 2.00 X 0 0 0 DAVID SNELTON 2.00 X 0 0 0 JOSEPH BENSON 2.00 X 0 0 0 DALE BOLT 2.00 X 0 0 0 WILLIAM WOLDMAN 40.00 X 96731 0 45567 96731 0 45567 0 0 0 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 310602 1 EMPLOYER CONTRIBUTIONS 900099 8108975 8108975 REIMB COMMON ADMIN EXP 900099 1171524 1171524 STOP LOSS INS. INCOME 900099 650495 650495 MEMBER CONTRIBUTIONS 900099 442718 442718 RETIREE CONTRIBUTIONS 900099 191313 191313 141884 141884 10706909 294859 294859 7819275 7461821 357454 357454 357454 11359222 9535385 0 1823837 8727502 142298 630382 243189 225956 68769 88050 46750 136895 374161 20671 6667 29547 74 10699 22855 INTERIM ADMINISTRATOR R 58527 10832992 2495548 2504593 3335852 2254257 891140 706151 65244 49150 26793 16094 11797677 13137889 5632615 5974881 24179625 24593865 237563 161120 237563 161120 X 0 0 0 0 23942062 24432745 23942062 24432745 24179625 24593865 X 526230 -35547 X 0 1 1 X 0 65244 49150 16094 16094 INTERNATIONAL BROTHERHOOD OF TEAMSTERS DIVERSISFIED GLOBAL FIXED PORTFOLIO 5974881 F 5974881 11359222 10832992 526230 -35547 -35547 490683 9292397 -35547 -35547 9327944 136895 1894383 2031278 11359222 8801714 0 8801714 136895 1894383 2031278 10832992 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. PART XII, LINE 4B - OTHER ADJUSTMENTS: STOP-LOSS INSURANCE INCOME 650,495. SUBROGATION RECEIPTS 16,750. REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 1,171,524. PRESCRIPTION REBATES 55,614. PART XIII, LINE 4B - OTHER ADJUSTMENTS: STOP-LOSS INSURANCE INCOME 650,495. SUBROGATION RECEIPTS 16,750. REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 1,171,524. PRESCRIPTION REBATES 55,614. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS THROUGH REVIEW, THE FORM IS APPROVED, SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN UPON REQUEST AT THE FUND OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -35,547. TEAMSTERS LOCAL NO 731 EXCAVATORS AND PAVERS PENSION TRUST FUND 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 366513565 PROVIDE PENSION BENEFITS IL 401(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 LOCAL 731 EXCAVATORS AND PAVERS PENSION TRUST FUND N 89400