2012-10-04T10:23:24-05:00 2011-11-30 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-12-01 366128572 PLUMBERS LOCAL UNION NO 93 UA HEALTH AND WELFARE FUND PLUM 8157595900 31855 NORTH US HWY 12 VOLO IL 60073 LYNN KARNER 8157595900 2012-10-04 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-02-24 21:20:13Z LYNN KARNER 31855 NORTH US HWY 12 VOLO IL 60073 20883854 0 X N/A X 1963 IL TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS. 6 6 29 0 0 0 0 0 7872633 8532854 752846 1592185 0 7733 8625479 10132772 0 0 8785939 9843509 72537 98630 0 0 0 810279 452172 9668755 10394311 -1043276 -261539 23315715 20783325 2649078 70046 20666637 20713279 PROVIDE HEALTH BENEFITS TO PARTICIPANTS. 0 0 TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, LIFE, LONG-TERM DISABILITY AND LOSS OF TIME BENEFTIS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 1 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 0 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 1 0 X MILAN DIKLICH - ADMINISTRATOR 8157595900 31855 NORTH US HWY 12 VOLO IL 60073 LYNN KARNER 1.00 X 0 0 0 MICHAEL KEEFE 1.00 X 3121 0 1927 SCOTT SPANGLE 1.00 X 0 0 0 TODD DEFRANCO 1.00 X 0 0 0 DAVID ARIANO 1.00 X 0 0 0 SJ PETERS 1.00 X 0 0 0 DAVID KERRIGAN 1.00 X 0 0 0 JEFFERY FISHER 1.00 X 1024 0 187 MILAN DIKLICH 40.00 X 102702 0 46136 106847 0 48250 1 0 0 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH ST CHICAGO IL 60601 PPO PROVIDER 277129 ALLIED BENEFIT SYSTEMS 208 S LASALLE STREET CHICAGO IL 60604 CLAIMS ADMINISTRATOR 130474 JOHNSON & KROL 300 SOUTH WACKER DRIVE CHICAGO IL 60606 ATTORNEY 101240 3 CONTRACTOR CONTRIBUTIO 900099 6251630 6251630 STOP-LOSS INSURANCE PR 900099 1030223 1030223 PARTICIPANT SELF CONTR 900099 417868 417868 RETIREE CONTRIBUTIONS 900099 338329 338329 COBRA SUBSIDY INCOME 900099 253952 253952 240852 240852 8532854 1229967 1229967 11113300 10751082 362218 362218 362218 SECURITIES LITIGATION 900099 7733 7733 7733 10132772 8532854 0 1599918 9843509 79001 11615 2113 776 5125 119303 36685 16312 216613 36020 480 7852 8254 3107 7546 10394311 2696 -13162 45241 1011085 1886897 2230 2755 19597 11272 11431 8325 22243032 18898510 23315715 20783325 956030 70046 1693048 2649078 70046 X 0 0 0 0 20666637 20713279 20666637 20713279 23315715 20783325 X -261539 308181 X 0 1 1 X 0 19597 11272 8325 8325 10132772 10394311 -261539 -848673 1156854 308181 46642 9267787 -848673 -848673 10116460 16312 16312 10132772 10377999 0 10377999 16312 16312 10394311 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 LIMITATIONS EXPIRES. 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' REVIEW AND APPROVAL, THE FORM IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -848,673. PRIOR PERIOD ADJUSTMENTS: 1,156,854. TOTAL TO FORM 990, PART XI, LINE 5: 308,181. FORM 990, PART VII, SECTION A, LINE 1A: THE ORGANIZATION'S ADMINISTRATOR IS ALSO THE ADMINISTRATOR OF TWO OTHER ENTITIES. REIMBURSEMENTS ARE ISSUED BETWEEN THE THREE ORGANIZATIONS FOR THEIR ALLOCATED PORTION OF HIS SALARY, FRINGES AND TAXES. THE AVERAGE HOURS PER WEEK REPORTED ON LINE 1A IS THE WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. PLUMBERS LOCAL UNION NO 93 UA RETIREMENT ACCOUNT PLAN 31855 N US HWY 12 VOLO IL 60073 516053244 PROVIDE RETIREMENT BENEFITS IL 401(A) NOT APPLICABLE 0 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND 31855 N US HWY 12 VOLO IL 60073 516053244 PROVIDE PENSION BENEFITS IL 401(A) NOT APPLICABLE 0 LAKE AND MCHENRY COUNTIES JAC 31855 N US HWY 12 VOLO IL 60073 366126126 PROVIDE EDUCATION TO APPRENTICES IL 501(C)(3) LINE 2 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND M 75444 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND N 88976 PLUMBERS LOCAL UNION NO 93 UA RETIREMENT ACCOUNT O 99687 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND O 228951 LAKE AND MCHENRY COUNTIES JAC Q 281663 PLUMBERS LOCAL UNION NO 93 UA RETIREMENT ACCOUNT Q 1237676 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND Q 1245051 PLUMBERS LOCAL UNION NO 93 UA PENSION FUND R 3800132