2011-04-26T10:15:53-05:00 2010-06-30 Legacy Professionals LLP 311 S Wacker Drive Ste 4000 Chicago IL 60606 990 2009-07-01 362145881 Sheet Metal Workers Local 73 Welfare Fund SHEE 7084497373 4530 W Roosevelt Road Hillside IL 60162 Rocco Terranova 7084497373 2011-04-26 1 3123680500 2009 2016-02-24 21:20:13Z Rocco Terranova 4530 W Roosevelt Road Hillside IL 60162 116435158 0 X www.sm73funds.org X 1950 IL Provide health benefits 6 6 91 0 0 0 0 47943811 43984626 -548535 2418622 680 645 47395956 46403893 0 31913611 38702847 1307804 1331894 0 0 1454177 1677702 34675592 41712443 12720364 4691450 50614034 57817362 16895956 491984 33718078 57325378 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 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 1 155 0 1 91 1 0 0 0 0 0 0 0 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 thomas burek 3.00 X 0 0 0 mike keeley 3.00 X 0 0 0 joseph ohm 40.00 X 176482 0 38611 176482 0 38611 1 0 1 0 blue cross blue shield 300 east randolph chicago IL 60601 ppo provider 1246363 Franczek Redelet 300 S Wacker Suite 3400 chicago IL 60606 Legal 265266 Gregorio & Associates 2 north lasalle street suite 1650 chicago IL 60602 Legal 247460 delta dental 801 ogden avenue lisle IL 60532 dental povider 171886 Bansley and Kiener LLP 8475 w higgins road suite 200 chicago IL 60631 Accounting 137911 6 employer contributions 900099 33840949 33840949 retiree contributions 900099 6343440 6343440 cobra contributions an 900099 1745577 1745577 medicare pt. d rebates 900099 1396065 1396065 reimbursed administrat 900099 658595 658595 43984626 1497941 1497941 70951946 70031265 920681 920681 920681 other revenue 900099 645 645 645 46403893 43984626 0 2419267 38702847 211600 791700 43194 211586 73814 523928 137911 198937 138812 257882 117756 239122 13737 15798 23340 coalition membership fe 10378 miscellaneous 101 41712443 756764 7333369 10121091 3945950 2999213 72178 70263 589265 547359 50058 41906 38220827 42614819 991652 1213306 50614034 57817362 220215 153594 16675741 338390 16895956 491984 X 0 0 0 0 33718078 57325378 33718078 57325378 50614034 57817362 X 0 1 1 X 0 589265 547359 41906 41906 due to realted organizations 1510 deposits - non bargained plan 191392 due to broker 145488 338390 46403893 41712443 4691450 2520810 16395040 18915850 23607300 48067171 2520810 2520810 45546361 198937 658595 857532 46403893 40854911 -658595 -658595 41513506 198937 198937 41712443 Part X: Description of Uncertain Tax Positions Under FIN 48: 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: 658595. Part XIII, Line 2d - Other Adjustments: reimbursed administrative expenses: -658595. 0 0 0 joseph ohm 176482 0 0 0 0 0 13795 0 24816 0 215093 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 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. SCHEDULE D, PART XI, LINE 7 THE PRIOR YEARS RETURN PREPARED BY THE PRIOR AUDITOR IMPROPERLY INCLUDED IN THE LIABILITIES AT 6/30/09: $1,648,290 FOR ESTIMATED CLAIMS PAYABLE $2,745,350 FOR ESTIMATED CLAIMS INCURRED BUT NOT REPORTED $12,001,400 FOR ESTIMATED ACCRUED ELIGIBILITY THE TOTAL OF $16,395,040 HAS BEEN INCLUDED ON LINE 7 OF PART xi OF SCHEDULE D TO REFLECT THE PRIOR PERIOD ADJUSTMENT. 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 1 1 0 1 0 0 sheet metal workers 73 pension fund N 412007 sheet metal workers 73 pension fund P 549119 SHEet metal workers 73 pension fund M 137112