2011-11-08T11:39:55-06:00 2011-01-31 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-02-01 362187389 CHICAGO AREA IB OF T HEALTH AND WELFARE TRUST FUND CHIC 3127381350 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 HOWARD MURDOCH 3127381350 2011-11-08 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-03-07 17:11:31Z X HOWARD MURDOCH 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 84462355 0 X N/A X 1951 IL PROVIDE HEALTH BENEFITS 4 4 57 0 0 0 0 0 11465685 11099548 1384573 1810966 -108645 18681 12741613 12929195 0 0 11763091 12537781 324623 359476 0 0 0 1031536 1109709 13119250 14006966 -377637 -1077771 37434350 34758782 3705972 607196 33728378 34151586 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, SICKNESS, AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 1 1 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 54 0 1 57 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 X THOMAS STIEDE 3127381350 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 X HOWARD C MURDOCH 1.00 X 0 0 0 PATRICK BRUNO 1.00 X 0 0 0 JAMES RUSS JR 1.00 X 0 0 0 RONALD SANDACK 1.00 X 0 0 0 THOMAS STIEDE 16.00 X 18811 0 0 LAURA CABALLERO 40.00 X 130083 0 31071 148894 0 31071 1 0 1 0 BLUE CROSS BLUE SHIELD 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO PROVIDER 468591 1 EMPLOYER CONTRIB. 900099 10628587 10628587 RETIREE CONTRIBUTIONS 900099 274656 274656 EMPLOYEE AND COBRA SUB 900099 196305 196305 11099548 866152 866152 72477974 71533160 944814 944814 944814 MISCELLANEOUS INCOME 900099 18534 18534 SECURITIES LENDING INC 900099 147 147 18681 12929195 11099548 0 1829647 12537781 108302 145338 50361 24665 30810 96339 88284 83977 671408 55157 34325 43279 2948 7440 6246 20306 14006966 626314 594440 1940449 1225050 1495988 1113405 52025 5376 113935 77230 6427 36705 22817346 21821352 8496723 9962454 1999078 0 37434350 34758782 37381 52085 829378 323955 2839213 231156 3705972 607196 X 0 0 0 0 33728378 34151586 33728378 34151586 37434350 34758782 X -1077771 1500979 X 0 1 0 X 0 113935 77230 36705 36705 POOLED FUNDS 9962454 F 9962454 DUE TO BROKER 231156 231156 12929195 14006966 -1077771 1500979 1500979 423208 14346197 1500979 1500979 12845218 83977 83977 12929195 13922989 0 13922989 83977 83977 14006966 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 EXAMINATON BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. 0 0 0 LAURA CABALLERO 130083 0 0 0 0 0 20664 0 10407 0 161154 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT MAINTAIN OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES AND EMPLOYEES TO DISCLOSE ANY NON-COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES EVALUATES THE COMPENSATION FOR THE FUND MANAGER AND ASSISTANT FUND MANAGER ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S INFORMATION IS AVAILABLE UPON REQUEST AT THE FUND OFFICE. ASSISTANT FUND MANAGER FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATIONS ASSISTANT FUND MANAGER IS ALSO THE ASSISTANT MANAGER OF THE TWO RELATED ENTITIES. THE ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HER SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED ON LINE 1A IS THE WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATIONS PORTION OF HER SALARY AND RELATED EXPENSES. FUND MANAGER FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATIONS FUND MANAGER IS ALSO THE MANAGER OF THE TWO RELATED ENTITIES. THE ORGANIZATION IS REIMBURSED BY THE RELATED ENTITIES FOR THEIR ALLOCATED PORTION OF HIS SALARY AND RELATED EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED ON LINE 1A IS THE WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATIONS PORTION OF HIS SALARY AND RELATED EXPENSES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,500,979. FORM 990, SCHEDULE R, PART V, #2, CODE Q THE PLAN REMITS PENSION AND SEVERANCE CONTRIBUTIONS TO THE RELATED PLANS FOR SHARED EMPLOYEE BENEFIT CONTRIBUTIONS. FORM 990, SCHEDULE R, PART V, #2, CODE R THE PLAN RECEIVES MONTHLY RETIREE CONTRIBUTIONS FROM THE RELATED PENSION PLAN WHICH ARE WITHHELD FROM PENSIONERS BENEFIT CHECKS. CHICAGO AREA IB OT T SEVERANCE PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 363296789 PROVIDE SEVERANCE BENEFITS IL 401A N/A 0 CHICAGO AREA IB OT T PENSION PLAN 1333 BUTTERFIELD ROAD SUITE 110 DOWNERS GROVE IL 60515 362407063 PROVIDE PENSION BENEFITS IL 401A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 CHICAGO AREA IB OF T PENSION PLAN P 172792 CHICAGO AREA IB OF T SEVERANCE PLAN P 115784 CHICAGO AREA IB OF T PENSION PLAN R 274656 CHICAGO AREA IB OF T SEVERANCE PLAN Q 40365 CHICAGO AREA IB OF T PENSION PLAN Q 23634