2023-10-23T15:27:40-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2022-01-01 362148015 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND INTE 7084688000 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 7084688000 2023-10-23 1 THOMAS MCGRATH 999009999 0 RENEE J SPECK P00201492 3123680500 2023-10-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS MCGRATH 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 101389268 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 2 8 0 0 0 109714 0 21552037 22248139 1038117 -630883 641808 572289 23341676 22189545 0 0 19629859 21529145 1212387 1286101 0 0 0 1114645 1068092 21956891 23883338 1384785 -1693793 63312260 55512237 258977 106308 63053283 55405929 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, RETIREES AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 8 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 X MARY MCMULLIN 7084688000 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 0.50 50.00 X 0 170765 117365 ROBERT FLYNN TRUSTEE 1.00 50.00 X 0 160916 115492 PETER CASTELLARIN TRUSTEE 1.00 X 0 0 0 ASHLEY LUSE TRUSTEE 1.00 X 0 0 0 MARY MCMULLIN FUND ADMINISTRATOR 40.00 X 0 158850 106633 0 490531 339490 0 0 1 0 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 185188 UCS HOLDINGS INC INETICO LLC DBA VALE 23048 N 15TH AVE PHOENIX AZ 85027 CASE MANAGEMENT 175590 BASYS 3700 KOPPERS STREET SUITE 400 BALTIMORE MD 21227 DATA PROCESSING 156755 NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVENUE SUITE 23 MILWAUKEE WI 53202 INVESTMENT MANAGER 118082 4 EMPLOYER CONTRIBUTIONS 900099 19457004 19457004 PARTICIPANT CONTRIBUTIONS 900099 2182093 2182093 SELF FUNDED MEDICAL REFUNDS 900099 609042 609042 22248139 1292723 1292723 77276117 79199723 -1923606 -1923606 -1923606 REIMBURSEMENTS FROM RELATED ORGAN 900099 557745 557745 MISCELLANEOUS 900099 9544 9544 SETTLEMENT INCOME 900099 5000 5000 572289 22189545 22248139 0 -58594 X 21529145 265483 532474 186985 217699 83460 75524 127746 151457 208898 125264 201286 96795 1400 16060 34071 SUBSCRIPTIONS 15147 PCORI FEE 9912 MEMBERSHIP FEES 3645 REPAIRS & MAINTENANCE 887 23883338 836303 728568 495135 1147425 2697531 3012848 217369 937112 697913 690519 23454 7394 59042468 49678890 63312260 55512237 258977 106308 258977 106308 X 0 0 0 0 63053283 55405929 63053283 55405929 63312260 55512237 -1693793 -5953561 0 X 0 1 X 1 0 436700 435275 1425 261213 255244 5969 7394 X 15526782 -5953561 -5953561 21480343 151457 557745 709202 22189545 23174136 0 23174136 151457 557745 709202 23883338 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED FUNDS FOR SHARED ADMINISTRATIVE EXPENSES 557,745. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 557,745. X 0 0 0 THOMAS MCGRATH TRUSTEE 0 170765 0 0 0 0 0 79418 0 37947 0 288130 0 0 ROBERT FLYNN TRUSTEE 0 160916 0 0 0 0 0 77545 0 37947 0 276408 0 0 MARY MCMULLIN FUND ADMINISTRATOR 0 158850 0 0 0 0 0 68598 0 38035 0 265483 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S 990 WAS PROVIDED TO THE ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL BENEFITS OFFICE. FORM 990, PART IX, LINE 5 THE INTERATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 17, WHICH IS A RELATED ORGANZIATION TO THE FILER, PAYS THE SALARIES AND FRINGE BENEFITS FOR THE FUND'S ADMINISTARTOR WHO IS INCLUDED ON PART VII AS AN OFFICER OF THE FUND. IN TURN, THE LOCAL ISSUES THE REQUIRED TAX FORMS, INCLUDING THE FORM W-2 FOR THESE EXPENSES. THE FUND REIMBURSES THE LOCAL FOR THE ALLOCABLE EXPENSES. INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 ANNUITY FUND 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 366754873 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS IL 401A 0 INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 PENSION FUND 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 516033290 TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS IL 401A 0 INTL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WKRS LOCAL 17 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 360750325 LABOR UNION IL 501C5 0 HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST 18520 SPRING CREEK DRIVE TINLEY PARK IL 60477 366206849 APPRENTICE TRAINING - CONTRIBUTING EMPLOYER IL 501C5 0 API INC COUNT CONTRIBUTING EMPLOYER 0 ABC INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 ABSOLUTE INSULATION COUNT CONTRIBUTING EMPLOYER 0 ALL SEASONS INSULATION COUNT CONTRIBUTING EMPLOYER 0 ALLIED POWER LLC COUNT CONTRIBUTING EMPLOYER 0 AMERICAN INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 APACHE INDUSTRIAL COUNT CONTRIBUTING EMPLOYER 0 BRANDSAFWAY INDUSTRIES LL COUNT CONTRIBUTING EMPLOYER 0 BROCK INDUSTRIAL SERVICES COUNT CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL COUNT CONTRIBUTING EMPLOYER 0 CHAMPAIGN A & K INSULATIO COUNT CONTRIBUTING EMPLOYER 0 CHER-MAR COUNT CONTRIBUTING EMPLOYER 0 CHGO & COOK CO BUILDING COUNT CONTRIBUTING EMPLOYER 0 CHICAGO PIPE & BOILER CO COUNT CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC COUNT CONTRIBUTING EMPLOYER 0 COLEMAN INSULATION COUNT CONTRIBUTING EMPLOYER 0 COMMAND INSULATION LLC COUNT CONTRIBUTING EMPLOYER 0 COMPLETE INSULATION COUNT CONTRIBUTING EMPLOYER 0 DAM PLUMBING INC COUNT CONTRIBUTING EMPLOYER 0 DETTMANN INDUSTRIES INC COUNT CONTRIBUTING EMPLOYER 0 EARLEY INSULATION COUNT CONTRIBUTING EMPLOYER 0 EJ STEVENS COUNT CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULAT COUNT CONTRIBUTING EMPLOYER 0 FIRECO INC COUNT CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORP COUNT CONTRIBUTING EMPLOYER 0 GRAY INSULATION LLC COUNT CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC COUNT CONTRIBUTING EMPLOYER 0 HOLIAN INSULATION CO INC COUNT CONTRIBUTING EMPLOYER 0 INDEPENDENT MECHANICAL IN COUNT CONTRIBUTING EMPLOYER 0 INSULATION PARTNERS INC COUNT CONTRIBUTING EMPLOYER 0 INSULATION TECHNOLOGY COUNT CONTRIBUTING EMPLOYER 0 JC INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 LUSE THERMAL TECH COUNT CONTRIBUTING EMPLOYER 0 M&O ENVIRONMENTAL COUNT CONTRIBUTING EMPLOYER 0 M&O INSULATION COUNT CONTRIBUTING EMPLOYER 0 MATRIX HOLDINGS COUNT CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INSULA COUNT CONTRIBUTING EMPLOYER 0 NA LOGAN INC COUNT CONTRIBUTING EMPLOYER 0 NATIONAL INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 NELSON FIRESTOP & LIFE COUNT CONTRIBUTING EMPLOYER 0 NELSON INSULATION COUNT CONTRIBUTING EMPLOYER 0 NELSON INSULATION CENTRAL COUNT CONTRIBUTING EMPLOYER 0 NELSON INSULATION WI COUNT CONTRIBUTING EMPLOYER 0 NOONAN INSULATION COUNT CONTRIBUTING EMPLOYER 0 OMALLEY BROTHERS INC COUNT CONTRIBUTING EMPLOYER 0 PARKSIDE INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 PLATINUM SPECIALTY SERVIC COUNT CONTRIBUTING EMPLOYER 0 PREMIER INSULATION LLC COUNT CONTRIBUTING EMPLOYER 0 PRIME INSULATION LLC COUNT CONTRIBUTING EMPLOYER 0 RHL INSULATION & FIRE COUNT CONTRIBUTING EMPLOYER 0 RL BONDY INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 SHIELD INSULATION COUNT CONTRIBUTING EMPLOYER 0 SPRINKMANN INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 SPRINKMANN SONS CORP COUNT CONTRIBUTING EMPLOYER 0 ST JOHN PLUMBING COUNT CONTRIBUTING EMPLOYER 0 THORNBURGH INSULATION COUNT CONTRIBUTING EMPLOYER 0 TIME INSULATION CO COUNT CONTRIBUTING EMPLOYER 0 UNION TANK ERECTION COUNT CONTRIBUTING EMPLOYER 0 UNIV LLC COUNT CONTRIBUTING EMPLOYER 0 UNIVERSAL INSULATION INC COUNT CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1