2011-11-04T10:11:07-05:00 2010-12-31 LEGACY PROFESSIONALS LLP 311 SOUTH WACKER DRIVE SUITE 4000 CHICAGO IL 60606 990 2010-01-01 366110305 PLUMBERS & PIPEFITTERS LOCAL 23 UA HEALTH & WELFARE FUND PLUM 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 DARRYLL RUSSELL 8153978350 2011-11-04 1 3123680500 2010 2016-03-07 17:11:31Z DARRYLL RUSSELL 4525 BOEING DRIVE ROCKFORD IL 611092934 27353747 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 9 9 14 0 0 0 0 0 7009968 6880124 658721 1016023 173 146 7668862 7896293 0 0 6450034 5548063 122535 71745 0 0 0 425731 470314 6998300 6090122 670562 1806171 17370814 20013692 47122 164563 17323692 19849129 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, LIFE, DENTAL, VISION, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 250 0 1 14 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X DARRYLL RUSSELL 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 X DAVID NELSON 1.00 X X 0 0 0 ARTHUR SCHIAVO 1.00 X X 0 0 0 JAMES ZWEEP 1.00 X 0 0 0 DOMENIC ALFANO 1.00 X 0 0 0 RAYMOND STEFFAN 1.00 X 0 0 0 DARRYLL RUSSELL 1.00 X 0 0 0 EUGENE MEAD 1.00 X 0 0 0 BRIAN HELM 1.00 X 0 0 0 RICHARD BECK 1.00 X 0 0 0 0 0 0 0 0 0 0 BENEFIT MANAGEMENT GROUP INC 903 COMMEERCE DRIVE SUITE 304 OAKBROOK IL 60523 ADMINISTRATIVE FEES 199250 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH ST CHICAGO IL 60601 OOP PROVIDER 176723 2 EMPLOYER CONTRIBUTIONS 900099 5906124 5906124 EMPLOYEE AND RETIREE C 900099 925496 925496 EARLY RETIREE REINSURA 900099 33470 33470 COBRA SUBSIDY INCOME 900099 15034 15034 6880124 532916 532916 19940561 19457454 483107 483107 483107 MISCELLANEOUS 900099 146 146 146 7896293 6831620 0 1064673 5548063 32874 17697 13552 7622 199250 63619 30677 48166 47811 32608 1756 19828 5952 3611 7393 BANK FEES 5770 MISCELLANEOUS EXPENSE 3873 6090122 984542 1484043 1010681 723241 1004634 961473 11498 7616 112880 106096 10396 6784 14349063 16830535 17370814 20013692 47122 54383 0 110180 47122 164563 X 0 0 0 0 17323692 19849129 17323692 19849129 17370814 20013692 X 1806171 719266 X 0 1 1 X 0 9832 7587 2245 103048 98509 4539 6784 DUE TO RELATED FUNDS 110180 110180 7896293 6090122 1806171 719266 719266 2525437 8567393 719266 719266 7848127 48166 48166 7896293 6041956 0 6041956 48166 48166 6090122 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 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW, APPROVAL AND SIGNATURE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 719,266. ROCKFORD PIPE TRADES INDUSTRY PENSION FUND 4525 BOEING DRIVE ROCKFORD IL 61109 376123990 PROVIDE PENSION BENEFITS IL 401(A) NOT APPLICABLE 0 PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND 4525 BOEING DRIVE ROCKFORD IL 61109 366109329 APPRENTICE AND JOURNEYMEN TRAINING IL 501(C)5 NOT APPLICABLE 0 ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN 4525 BOEING DRIVE ROCKFORD IL 61109 391951674 PROVIDE SAVINGS AND RETIREMENT BENEFITS IL 401(A) NOT APPLICABLE 0 ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL 4525 BOEING DRIVE ROCKFORD IL 61109 262258555 LABOR MANAGEMENT COOPERATION COUNCIL IL 501(C)6 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 ROCKFORD PIPE TRADES INDUSTRY PENSION FUND P 145013 ROCKFORD PIPE TRADES INDUSTRY PENSION FUND R 734782