2012-11-13T15:31:34-06:00 2011-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2011-01-01 596134297 INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 INTE 7709343953 2187 NORTHLAKE PKWY BLDG 9 NO 106 TUCKER GA 30084 DAVE SVETLICK 7709343953 2012-11-13 1 GREG WALLENBECKER P01451145 3123680500 2011 2016-02-24 21:20:13Z DAVE SVETLICK 2187 NORTHLAKE PKWY BLDG 9 NO 106 TUCKER GA 30084 18177167 0 X N/A X 1976 FL PROVIDE HEALTH BENEFITS 10 10 0 0 0 0 0 0 3296200 4343094 535054 305893 1870 693 3833124 4649680 0 0 5904577 6401504 0 0 0 0 0 422677 381728 6327254 6783232 -2494130 -2133552 12913155 10624725 114280 49824 12798875 10574901 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 1 233 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN 7709343953 2187 NORTHLAKE PKWY BLDG 9 STE 106 TUCKER GA 30084 X MARK LEE - PAST 1.00 X 0 0 0 DAVID SVETLICK 1.00 X 0 0 0 JOHN L LOVELESS 1.00 X 0 0 0 JAMES BOYLAN 1.00 X 0 0 0 VINCENT FORTUNE 1.00 X 0 0 0 JIM STUBBLEFIELD 1.00 X 0 0 0 STEVE SIEMS 1.00 X 0 0 0 WILLIAM BARROW 1.00 X 0 0 0 JUSTIN MCINTOSH 1.00 X 0 0 0 JONATHAN BORDEN 1.00 X 0 0 0 KENNETH DELI 1.00 X 0 0 0 PAUL MAGGI 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 4101 PERCIVAL ROAD COLUMBIA SC 29229 PPO PROVIDER 333064 ZENITH AMERICAN 2187 NORTHLAKE PARKWAY BUILDING 9 TUCKER GA 30084 CONTRACT ADMINISTRATOR 146223 2 EMPLOYER CONTRIBUTIONS 900099 4035813 4035813 PARTICIPANT CONTRIB 900099 307281 307281 4343094 283631 283631 13549749 13527487 22262 22262 22262 MISCELLANEOUS 900099 693 693 693 4649680 4343094 0 306586 6401504 52522 18086 48665 188994 22955 16958 6472 BANK FEES 18640 MISCELLANEOUS 5441 RECIPROCAL TRANSFER FEE 2995 6783232 683026 930492 534220 812955 9000 36548 11327097 8484918 359812 359812 12913155 10624725 38691 49824 75589 0 114280 49824 X 0 0 0 0 12798875 10574901 12798875 10574901 12913155 10624725 X -2133552 -90422 X 0 1 1 X 0 0 4649680 6783232 -2133552 -90422 -90422 -2223974 4510593 -90422 -90422 4601015 48665 48665 4649680 6734567 0 6734567 48665 48665 6783232 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. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED, REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST . THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -90,422. FORM 990 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 BEING OBTAINED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING. IBEW LOCAL UNI0N 728 ANNUITY FUND 2187 NORTHLAKE PARKWAY TUCKER GA 30084 592794330 PROVIDE PENSION BENEFITS TO MEMBERS FL 401(A) N/A 0 IBEW LOCAL UNION 728 PENSION FUND 2187 NORTHLAKE PARKWAY TUCKER GA 30084 596510428 PROVIDE PENSION BENEFITS TO MEMBERS FL 401(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R PARTS I AND V 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 BEING OBTAINED. ONCE THE APPROPRIATE RECORDS ARE AVAILABLE AND REVIEWED, AN AMENDED RETURN MAY BE SUBMITTED TO COMPLY WITH ANY REQUIRED REPORTING.