2012-11-28T15:51:16-06:00 2012-01-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2011-02-01 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 2012-11-28 1 TIMOTHY CIBULKA P00841100 3123680500 2011 2016-02-24 21:20:13Z HOWARD MURDOCH 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 83349753 0 X N/A X 1951 IL PROVIDE HEALTH BENEFITS 4 4 69 0 0 0 0 0 11099548 10459582 1810966 1650738 18681 27432 12929195 12137752 0 0 12537781 11968051 359476 358447 0 0 0 1109709 1092889 14006966 13419387 -1077771 -1281635 34758782 33924011 607196 1232398 34151586 32691613 PROVIDE HEALTH BENEFITS 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 0 1 55 0 1 69 1 0 0 0 0 0 0 0 0 X 4 4 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 C MURDOCH 1.00 X 0 92502 32804 PATRICK BRUNO 1.00 X 0 91084 32804 JAMES RUSS JR 1.00 X 0 0 0 RONALD SANDACK 1.00 X 0 0 0 THOMAS STIEDE 16.00 X 15977 78359 32804 LAURA CABALLERO 40.00 X 132212 0 32804 148189 261945 131216 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 425342 1 EMPLOYER CONTRIB. 900099 10140943 10140943 RETIREE CONTRIBUTIONS 900099 236297 236297 EMPLOYEE AND COBRA SUB 900099 82342 82342 10459582 741709 741709 72121030 71212001 909029 909029 909029 CLASS ACTION PROCEEDS 900099 20589 20589 MISCELLANEOUS INCOME 900099 6843 6843 27432 12137752 10459582 0 1678170 11968051 96454 151281 51923 24790 33999 128394 76511 81279 617957 59204 39242 50735 2093 2503 11397 23574 13419387 594440 243313 1225050 826501 1113405 2387775 5376 2045 131229 70652 36705 60577 21821352 21773510 9962454 8630290 34758782 33924011 52085 51102 323955 72159 231156 1109137 607196 1232398 X 0 0 0 0 34151586 32691613 34151586 32691613 34758782 33924011 X -1281635 -178338 X 0 1 1 X 0 9719 442 9277 121510 70210 51300 60577 POOLED FUNDS 8630290 F 8630290 DUE TO BROKER 1088503 DEFERRED RENT 20634 1109137 12137752 13419387 -1281635 -178338 -178338 -1459973 11878135 -178338 -178338 12056473 81279 81279 12137752 13338108 0 13338108 81279 81279 13419387 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 EXAMINATON BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. 0 0 0 LAURA CABALLERO 132212 0 0 0 0 0 22328 0 10476 0 165016 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 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 ON LINE 1A IS THE 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 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 ON LINE 1A IS THE WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATIONS PORTION OF HIS SALARY AND RELATED EXPENSES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -178,338. SCHEDULES R AND J AND PART VII: THE INFORMATION NECESSARY TO DETERMINE AND PROPERLY REPORT RELATED ORGANIZATIONS POTENTIALLY REPORTABLE ON SCHEDULES R AND J AND PART VII OF THIS FORM IS NOT DETERMINABLE USING CURRENT FUND RECORDS. THE INFORMATION IS CURRENTLY BEING ACCUMULATED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING. CHICAGO AREA IB OT T SEVERANCE PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 363296789 PROVIDE SEVERANCE BENEFITS IL 401A N/A 0 CHICAGO AREA IB OT T PENSION PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 362407063 PROVIDE PENSION BENEFITS IL 401A N/A 0 TEAMSTERS LOCAL 703 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 361264227 LABOR UNION IL 501C5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 FORM 990 SCHEDULE R AND J AND PART VII: THE INFORMATION NECESSARY TO DETERMINE AND PROPERLY REPORT RELATED ORGANIZATIONS POTENTIALLY REPORTABLE ON SCHEDULES R AND J AND PART VII OF THIS FORM IS NOT DETERMINABLE USING CURRENT FUND RECORDS. THE INFORMATION IS CURRENTLY BEING ACCUMULATED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING.