2012-03-08T10:17:43-06:00 2011-06-30 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-07-01 362145881 SHEET METAL WORKERS LOCAL 73 WELFARE FUND SHEE 7084497373 4530 W ROOSEVELT ROAD HILLSIDE IL 60162 ROCCO TERRANOVA 7084497373 2012-03-08 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-02-24 21:20:13Z ROCCO TERRANOVA 4530 W ROOSEVELT ROAD HILLSIDE IL 60162 132679732 0 X WWW.SM73FUNDS.ORG X 1950 IL PROVIDE HEALTH BENEFITS 6 6 75 0 0 0 0 0 43984626 43970747 2418622 3070696 645 385 46403893 47041828 0 0 38702847 38595908 1331894 1369232 0 0 0 1677702 1623214 41712443 41588354 4691450 5453474 57817362 66111437 491984 444070 57325378 65667367 PROVISION OF HEALTH BENEFITS TO MEMBERS. 0 0 TO PROVIDE HEALTH, DENTAL AND LIFE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES. 0 0 0 0 0 0 0 0 1 0 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 1 145 0 1 75 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 X JOSEPH OHM 7084497373 4530 W ROOSEVELT ROAD HILLSIDE IL 60162 ROCCO TERRANOVA 3.00 X 0 0 0 ROBERT SCHNEIDER 3.00 X 0 0 0 MIKE VITTORIO 3.00 X 0 0 0 JOHN DELANO 3.00 X 0 0 0 JOHN P HARMON SR 3.00 X 0 0 0 JACK BAER 3.00 X 0 0 0 JAMES S BILLARD 3.00 X 0 0 0 JOSEPH OHM 40.00 X 174669 0 38582 174669 0 38582 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH CHICAGO IL 60601 PPO PROVIDER 921802 FRANCZEK REDELET 300 S WACKER SUITE 3400 CHICAGO IL 60606 LEGAL 234671 GREGORIO & ASSOCIATES 2 NORTH LASALLE STREET SUITE 1650 CHICAGO IL 60602 LEGAL 201513 DELTA DENTAL 801 OGDEN AVENUE LISLE IL 60532 DENTAL PROVIDER 146453 BICC 17W733 BUTTERFIELD ROAD SUITE G OAK BROOK TERRACE IL 60181 COMPUTER PROGRAMMER 138726 6 EMPLOYER CONTRIBUTIONS 900099 33172658 33172658 RETIREE CONTRIBUTIONS 900099 6178853 6178853 COBRA CONTRIBUTIONS AN 900099 1753579 1753579 MEDICARE PT. D REBATES 900099 1473552 1473552 EARLY RETIREMENT REINS 900099 714955 714955 677150 677150 43970747 1429122 1429122 87279478 85637904 1641574 1641574 1641574 OTHER REVENUE 900099 385 385 385 47041828 43970747 0 3071081 38595908 221697 788063 43060 240664 75748 436184 113070 215155 200290 246516 138726 197312 15222 11420 28933 COALITION MEMBERSHIP FE 16045 MISCELLANEOUS 4341 41588354 756764 557922 10121091 14877913 2999213 2764000 70263 79897 593326 558779 41906 34547 42614819 46906009 1213306 891149 57817362 66111437 153594 143878 338390 300192 491984 444070 X 0 0 0 0 57325378 65667367 57325378 65667367 57817362 66111437 X 5453474 2888515 X 0 1 1 X 0 593326 558779 34547 34547 DEPOSITS - NON BARGAINED PLAN 300192 300192 47041828 41588354 5453474 2888515 2888515 8341989 49038038 2888515 2888515 46149523 215155 677150 892305 47041828 40696049 -677150 -677150 41373199 215155 215155 41588354 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: REIMBURSED ADMINISTRATIVE EXPENSES 677,150. PART XIII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED ADMINISTRATIVE EXPENSES -677,150. 0 0 0 JOSEPH OHM 174669 0 0 0 0 0 10218 0 28364 0 213251 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE 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 WHO REVIEW AND APPROVE THE RETURN BEFORE THE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS. FORM 990, PART VI, SECTION B, LINE 15B THE SALARY OF THE FUND ADMINISTRATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO PARTICIPANTS AT THE FUND OFFICE UPON THEIR REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,888,515. FORM 990, PART VII, LINE 1A THE ADMINISTRATOR OF THE PLAN IS ALSO THE ADMINISTRATOR OF THE RELATED PENSION PLAN. THE REPORTING ORGANIZATION INITIALLY PAYS THE ADMINISTRATOR'S SALARY AND BENEFITS. AMOUNTS ARE REIMBURSED PERIODICALLY BASED ON AN ALLOCATION APPROVED BY THE TRUSTEES. SHEET METAL WORKERS' LOCAL 73 PENSION FUND 4530 W ROOSEVELT ROAD HILLSIDE IL 60162 516126221 PROVIDE PENSION BENEFITS TO MEMBERS IL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SHEET METAL WORKERS 73 PENSION FUND N 425754 SHEET METAL WORKERS 73 PENSION FUND P 564380 SHEET METAL WORKERS 73 PENSION FUND M 138626