2011-11-14T15:46:17-06:00 2010-12-31 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-01-01 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 2011-11-14 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-03-07 17:11:31Z DAVE SVETLICK 2187 NORTHLAKE PKWY BLDG 9 NO 106 TUCKER GA 30084 24928874 0 X N/A X 1976 FL PROVIDE HEALTH BENEFITS 10 10 0 0 0 0 0 0 5008760 3296200 567281 535054 892 1870 5576933 3833124 0 0 6483646 5904577 0 0 0 0 0 392643 422677 6876289 6327254 -1299356 -2494130 15030184 12913155 23799 114280 15006385 12798875 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 1 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 1 281 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 ASI 7709343953 2187 NORTHLAKE PKWY BLDG 9 STE 106 TUCKER GA 30084 X MARK LEE 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 KENNETH GROVES 1.00 X 0 0 0 KEN BROWN 1.00 X 0 0 0 MATT DOUGLAS 1.00 X 0 0 0 PAUL MAGGI 1.00 X 0 0 0 KENNETH DELI 1.00 X 0 0 0 JONATHAN BORDEN 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 389567 ADMINISTRATIVE SERVICES INC 2187 NORTHLAKE PKWY TUCKER GA 30084 CONTRACT ADMINISTRATOR 158257 2 EMPLOYER CONTRIBUTIONS 900099 2864026 2864026 PARTICIPANT CONTRIB 900099 432174 432174 3296200 426510 426510 21204294 21095750 108544 108544 108544 MISCELLANEOUS 900099 1870 1870 1870 3833124 3296200 0 536924 5904577 64929 18108 56765 209426 19103 12792 7581 BANK FEES 23232 MISCELLANEOUS 8464 RECIPROCAL TRANSFER FEE 2277 6327254 775623 683026 797863 534220 43348 9000 13053538 11327097 359812 359812 15030184 12913155 23799 38691 0 75589 23799 114280 X 0 0 0 0 15006385 12798875 15006385 12798875 15030184 12913155 X -2494130 286620 X 0 1 1 X 0 0 DUE TO BROKER 75589 75589 3833124 6327254 -2494130 286620 286620 -2207510 4062979 286620 286620 3776359 56765 56765 3833124 6270489 0 6270489 56765 56765 6327254 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 ADMINISTRATIVE SERVICES INC. 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 GAINS ON INVESTMENTS: 286,620. 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