2016-10-24T12:42:47-05:00 2015-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2015-01-01 362148015 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND INTE 7084688000 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 THOMAS MCGRATH TRUSTEE 7084688000 2016-10-24 1 LOUISE KING P00201177 3123680500 2015 2017-02-10 21:41:12Z THOMAS MCGRATH 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 108111055 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 4 14 0 0 0 0 0 22071778 20632350 2592058 1482029 463193 529430 25127029 22643809 0 0 23122156 22637949 1405393 1439250 0 0 0 1256963 1089264 25784512 25166463 -657483 -2522654 59193819 56087835 234573 240563 58959246 55847272 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 7 0 1 14 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 0 0 0 1 1 0 X WILLIAM MANGIN 7732478184 18520 SPRING CREEK DRIVE STE B TINLEY PARK IL 60477 JOHN CRINION TRUSTEE 1.00 50.00 X 0 156446 86884 PETE CASTELLARIN TRUSTEE 1.00 X 0 0 0 JEFF CORRADO TRUSTEE 1.00 X 0 0 0 TOM MCGRATH TRUSTEE 1.00 50.00 X 0 156446 86884 WILLIAM MANGIN FUND ADMINISTRATOR 40.00 X 150219 0 86721 150219 312892 260489 1 0 1 0 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 292659 NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVENUE - STE 235 MILWAUKEE WI 53202 INVESTMENT MANAGER 121890 BASYS 3700 KOPPER STREET SUITE 400 BALTIMORE MD 21227 DATA PROCESSING 101832 3 EMPLOYER CONTRIBUTIONS 900099 18624356 18624356 PARTICIPANT CONTRIB 900099 1685647 1685647 MEDICARE/MEDICAID PAYMENTS 900099 322347 322347 20632350 1659726 1659726 85289549 85467246 -177697 -177697 -177697 REIMBURSEMENTS FROM RELATED ORGAN 900099 445590 445590 SETTLEMENT INCOME 900099 67956 67956 MISCELLANEOUS 900099 15884 15884 529430 22643809 20632350 0 2011459 22637949 833096 275242 267566 63346 95044 123130 136228 333116 117821 138594 51144 2566 55432 14279 SUBSCRIPTIONS 12690 MISCELLANEOUS EXPENSE 5864 MEMBERSHIP FEES 3356 25166463 1412032 941382 456867 919079 2639789 2484205 36996 3981 539663 274482 319585 265181 54328550 51474007 59193819 56087835 234573 240563 234573 240563 X 0 0 0 0 58959246 55847272 58959246 55847272 59193819 56087835 -2522654 -589320 0 X 0 1 X 1 0 436700 190812 245888 102963 83670 19293 265181 X 21457134 -589320 -589320 22046454 151765 445590 597355 22643809 24569108 0 24569108 151765 445590 597355 25166463 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. FOR THE YEAR ENDED DECEMBER 31, 2015, THE PLAN HAS DETERMINED THAT NO INCOME TAXES ARE DUE FOR ITS ACTIVITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLANS RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM RELATED FUNDS FOR SHARED ADMINISTRATIVE EXPENSES 445,590. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 445,590. X 0 0 0 JOHN CRINION TRUSTEE 0 154380 0 0 0 2066 0 57062 0 29822 0 243330 0 0 TOM MCGRATH TRUSTEE 0 154380 0 0 0 2066 0 57062 0 29822 0 243330 0 0 WILLIAM MANGIN FUND ADMINISTRATOR 147719 0 0 0 2500 0 56899 0 29822 0 236940 0 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 11 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 AND ASSISTANT 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. 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 API INC CONTRIBUTING EMPLOYER 0 ABC INSULATION INC CONTRIBUTING EMPLOYER 0 ALL SEASONS INSULATION CONTRIBUTING EMPLOYER 0 AMERICAN INSULATION INC CONTRIBUTING EMPLOYER 0 APPLIED INSULATION CONTRIBUTING EMPLOYER 0 BARTKOWSKI LIFE SAFETY CONTRIBUTING EMPLOYER 0 BRAND ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 BROCK INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 CB&I STONE & WEBSTER CONSTRUCTION CONTRIBUTING EMPLOYER 0 CHER-MAR CONTRIBUTING EMPLOYER 0 CHGO & COOK CO BUILDING CONTRIBUTING EMPLOYER 0 CHICAGO PIPE & BOILER CO CONTRIBUTING EMPLOYER 0 COLEMAN INSULATION CONTRIBUTING EMPLOYER 0 COMPLETE INSULATION CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 DETTMANN INDUSTRIES INC CONTRIBUTING EMPLOYER 0 DOUBLE R INSULATION CONTRIBUTING EMPLOYER 0 EARLEY INSULATION CONTRIBUTING EMPLOYER 0 EAST PEORIA INSULATION CONTRIBUTING EMPLOYER 0 EJ STEVENS CONTRIBUTING EMPLOYER 0 EXPRESS INSULATION CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 FIRECO INC CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORP CONTRIBUTING EMPLOYER 0 GAGNON INC CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HOLIAN ASBESTOS CONTRIBUTING EMPLOYER 0 HOLIAN INSULATION CO INC CONTRIBUTING EMPLOYER 0 INDEPENDENT MECHANICAL INC CONTRIBUTING EMPLOYER 0 INSULATION PARTNERS INC CONTRIBUTING EMPLOYER 0 INSULATION TECHNOLOGY CONTRIBUTING EMPLOYER 0 LUSE COMPANIES CONTRIBUTING EMPLOYER 0 LUSE THERMAL TECH CONTRIBUTING EMPLOYER 0 M&O ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 M&O INSULATION CONTRIBUTING EMPLOYER 0 MID AMERICAN GROUP CONTRIBUTING EMPLOYER 0 MOKAN MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 IMICO INC CONTRIBUTING EMPLOYER 0 INDUSTRIAL PROS CONTRIBUTING EMPLOYER 0 NATIONAL INSULATION INC CONTRIBUTING EMPLOYER 0 NELSON FIRESTOP & LIFE CONTRIBUTING EMPLOYER 0 NELSON INSULATION CONTRIBUTING EMPLOYER 0 NORTHWEST MECH INSULATION CONTRIBUTING EMPLOYER 0 OMALLEY BROTHERS INC CONTRIBUTING EMPLOYER 0 PREMIER INSULATION LLC CONTRIBUTING EMPLOYER 0 RHL INSULATION & FIRE CONTRIBUTING EMPLOYER 0 SPRINKMANN INSULATION INC CONTRIBUTING EMPLOYER 0 TAC CONSTRUCTION COMPANY CONTRIBUTING EMPLOYER 0 SPRINKMANN SONS CORP CONTRIBUTING EMPLOYER 0 TIME INSULATION CO CONTRIBUTING EMPLOYER 0 PARKSIDE INSULATION INC CONTRIBUTING EMPLOYER 0 TURNER INDUSTRIAL MAIN CONTRIBUTING EMPLOYER 0 US PLUMBING AND SEWER CONTRIBUTING EMPLOYER 0 UNIVERSAL INSULATION INC CONTRIBUTING EMPLOYER 0 ZONE MECHANICAL INC CONTRIBUTING EMPLOYER 0 SB ENTERPRISES CONTRIBUTING EMPLOYER 0 TAL-MAR CONTRIBUTING EMPLOYER 0 FH MAINTENANCE LTD CONTRIBUTING EMPLOYER 0 TARSCO BOLTED TANK INC CONTRIBUTING EMPLOYER 0 THERMAL INDUSTRIAL CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND N 87051 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND O 174552 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND Q 299204 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND N 29763 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND O 55630 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND Q 106492 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL UNION NO 17 K 50561 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND N 164 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND O 1294 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND Q 1093 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND N 5303 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND O 91833 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND Q 88090