2024-03-07T11:31:48-06:00 2023-04-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-05-01 262336180 SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUND SEIU 7733859300 2229 S HALSTED ST CHICAGO IL 60608 MARGARET LASLO TRUSTEE 7733859300 2024-03-07 1 MARGARET LASLO 999009999 0 CHRISTOPHER FRANZ P01456588 3123680500 2024-03-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET LASLO 2229 S HALSTED ST CHICAGO IL 60608 182166456 0 X N/A X 2008 IL TO PROVIDE HEALTH BENEFITS 6 3 0 0 0 0 0 0 109624127 133626281 9179542 6042615 68498 1581876 118872167 141250772 0 0 100684280 127536782 2758477 3055163 0 0 0 1836603 2276929 105279360 132868874 13592807 8381898 235309739 236435132 1349172 557175 233960567 235877957 TO PROVIDE HEALTH BENEFITS. 0 0 TO PROVIDE HEALTH CARE, PRESCRIPTION DRUGS, VISION CARE, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4940 0 1 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELNALYN COSTA 7733859300 2229 S HALSTED ST CHICAGO IL 60608 MARGARET LASLO TRUSTEE 1.00 40.00 X 0 139578 65712 ELIZABETH MENZ TRUSTEE 1.00 40.00 X 0 61614 30689 BRYNN SEIBERT TRUSTEE 1.00 40.00 X 0 112009 34633 DARBY ANDERSON TRUSTEE 1.00 X 0 0 0 GUSTAVO SABERBEIN TRUSTEE 1.00 X 0 0 0 EDGAR RAMIREZ TRUSTEE - NEW 1.00 X 0 0 0 CARY CRAWFORD ALTERNATE TRUSTEE 1.00 X 0 0 0 JAQUELINE RODRIGUEZ ALTERNATE TRUSTEE 1.00 40.00 X 0 111030 58816 ELNALYN COSTA ADMINISTRATOR 21.00 X 173969 0 39511 173969 424231 229361 1 0 1 0 UNION HEALTH SERVICES INC 1634 W POLK STREET CHICAGO IL 60612 HEALTH PLAN SERVICES 16142553 HEALTHLINK INC PO BOX 6501 CAROL STREAM IL 60197 PREFERRED PROVIDER NETWORK 1068772 HINES & ASSOCIATES 115 E HIGHLAND AVE ELGIN IL 60120 MEDICAL CLAIMS REVIEW AND CASE MANAGEMEN 796916 SPECIALTY CARE MANAGEMENT PO BOX 732 LAHASKA PA 18931 MEDICAL CLAIMS REVIEW AND CASE MANAGEMEN 422358 BRIDGEWAY BENEFIT TECHNOLOGIES 3700 KOPPERS STREET BALTIMORE MD 21227 BENEFIT ADMINISTRATION SYSTEM 356541 8 EMPLOYER CONTRIBUTIONS 900099 131066214 131066214 CLAIMS REFUNDS & SUBROGATIONS 900099 2504636 2504636 PARTICIPANT CONTRIBUTIONS 900099 55431 55431 133626281 7622346 7622346 39335953 40915684 -1579731 -1579731 -1579731 LIQUIDATED DAMAGES AND INTEREST 900099 1465532 1465532 OTHER INCOME 900099 116344 116344 1581876 141250772 133626281 0 7624491 127536782 138797 1984348 392383 360728 178907 104719 67885 87032 190797 369948 634560 345498 22420 81778 66303 TEMPORARY STAFFING 244884 FEES MANDATED BY ACA 49682 MEMBERSHIP DUES 11423 132868874 16884724 14769493 12036010 17420414 19653307 42452010 58983 77243 1989331 850843 1173529 1138488 175496163 151847698 10007023 8729786 235309739 236435132 667752 185424 681420 371751 1349172 557175 X 0 0 0 0 233960567 235877957 233960567 235877957 235309739 236435132 8381898 -6464508 0 X 0 1 X 1 0 279231 41885 237346 1710100 808958 901142 1138488 DUE TO RELATED FUNDS 371751 371751 X 134699232 -6464508 -6464508 141163740 87032 87032 141250772 132781842 0 132781842 87032 87032 132868874 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X 0 0 0 MARGARET LASLO TRUSTEE 0 139578 0 0 0 0 0 28787 0 36925 0 205290 0 0 JAQUELINE RODRIGUEZ ALTERNATE TRUSTEE 0 111030 0 0 0 0 0 22298 0 36518 0 169846 0 0 ELNALYN COSTA ADMINISTRATOR 173969 0 0 0 0 0 36589 0 2922 0 213480 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS REVIEW AND APPROVAL, THE FORM IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND THE FUND ADMINISTRATOR SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A / FORM 990, PART IX, LINE 7,8,9,10. THE FUND SHARES EMPLOYEES OF THE LOCAL 4 SEIU HEALTH & WELFARE FUND, AN UNRELATED ENTITY, FOR ADMINISTRATION OF ITS HEALTH PLAN, PURSUANT TO A SHARED ADMINISTRATION AGREEMENT. THE LOCAL 4 SEIU HEALTH & WELFARE FUND COMPENSATES THESE EMPLOYEES. THIS FUND DOES NOT DIRECTLY COMPENSATE ANY EMPLOYEES. INSTEAD, THIS FUND REIMBURSES THE LOCAL 4 SEIU HEALTH & WELFARE FUND FOR SHARED ADMINISTRATIVE EXPENSES, WHICH ARE ESTIMATED USING A COST ALLOCATION STUDY APPROVED BY THE TRUSTEES. ANY REIMBURSEMENT FOR COMPENSATION-RELATED EXPENSES ARE REPORTED IN PART IX, LINES 7-10. FORM 990, PART VI, SECTION B, LINE 15 / FORM 990, SCHDL J, PART I, LINE 3 PREVIOUSLY, THE FUND ADMINISTRATOR ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE LOCAL 4 SEIU HEALTH AND WELFARE FUND THAT HAS EXTENDED INTO THE CURRENT FILING PERIOD. THE COMPENSATION APPROVED BY THAT FUND'S BOARD OF TRUSTEES WAS BASED, IN PART, ON AN ANNUAL SURVEY OF THE CHICAGO AREA ADMINISTRATORS GROUP THAT ANALYZED THE COMPENSATION LEVELS OF FUND ADMINISTRATORS WITHIN THE GEOGRAPHIC AREA, ADJUSTED FOR THE SIZE OF THE FUND, AND THE COMPENSATION OF THE PARTICIPANTS. STATE OF ILLINOIS - DEPT OF HUMAN SVCS CONTRIBUTING EMPLOYER 0 SEIU HEALTHCARE IL AND IN CONTRIBUTING EMPLOYER 0 ADDUS HEALTHCARE INC CONTRIBUTING EMPLOYER 0 CHICAGO COMMONS CONTRIBUTING EMPLOYER 0 FAMILY HOME SERVICE CONTRIBUTING EMPLOYER 0 HELP AT HOME INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1