2015-09-29T09:49:55-05:00 2014-12-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2014-01-01 362148015 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND INTE 7732478184 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 JOHN CRINION TRUSTEE 7732478184 2015-09-29 1 LOUISE KING P00201177 3123680500 2014 2016-03-07 17:11:31Z JOHN CRINION 18520 SPRING CREEK DRIVE NO STE B TINLEY PARK IL 60477 93263253 0 X N/A X 1949 IL PROVIDE HEALTH BENEFITS 4 4 16 0 0 0 0 0 30363487 22071778 863839 2592058 382291 463193 31609617 25127029 0 0 20463402 23122156 1351429 1405393 0 0 0 975823 1256963 22790654 25784512 8818963 -657483 58300660 59193819 708642 234573 57592018 58959246 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 34 0 1 16 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 151718 85637 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 151641 85637 WILLIAM MANGIN FUND ADMINISTRATOR 40.00 X 152254 0 85887 152254 303359 257161 1 0 1 0 MILLIMAN 71 SOUTH WACKER DRIVE 31ST FLOOR CHICAGO IL 60606 CONSULTANT 206493 NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVENUE - STE 235 MILWAUKEE WI 53202 INVESTMENT MANAGER 125630 2 EMPLOYER CONTRIBUTIONS 900099 20210513 20210513 PARTICIPANT CONTRIB 900099 1553580 1553580 MEDICARE/MEDICAID PAYMENTS 900099 307685 307685 22071778 1695694 1695694 69032588 68136224 896364 896364 896364 REIMBURSEMENTS FROM RELATED ORGAN 900099 456544 456544 MISCELLANEOUS 900099 6649 6649 463193 25127029 22071778 0 3055251 23122156 812278 272119 260308 60688 141702 122156 311229 252905 124802 133116 49328 16863 55863 14641 SUBSCRIPTIONS 24285 MISCELLANEOUS EXPENSE 5547 MEMBERSHIP FEES 3106 REPAIRS AND MAINTENANCE 752 668 25784512 2884575 1412032 806285 456867 3210507 2639789 9455 36996 628193 308608 372459 319585 51017379 54328550 58300660 59193819 708642 234573 708642 234573 X 0 0 0 0 57592018 58959246 57592018 58959246 58300660 59193819 -657483 2024711 0 X 0 1 X 1 0 436700 147142 289558 191493 161466 30027 319585 X 26601039 2024711 2024711 24576328 155005 395696 550701 25127029 25233811 0 25233811 155005 395696 550701 25784512 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, 2014, 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 395,696. PART XII, LINE 4B - OTHER ADJUSTMENTS: SHARED ADMINISTRATIVE EXPENSES 395,696. X 0 0 X 0 0 0 JOHN CRINION TRUSTEE 0 149652 0 0 0 2066 0 56205 0 29432 0 237355 0 0 TOM MCGRATH TRUSTEE 0 149575 0 0 0 2066 0 56205 0 29432 0 237278 0 0 WILLIAM MANGIN FUND ADMINISTRATOR 150254 0 0 0 2000 0 56395 0 29492 0 238141 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS ALLOWED FOR TRUSTEES WITH DOCUMENTED MEDICAL NECESSITY. 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 ATLANTIC PLANT SERVICES CONTRIBUTING EMPLOYER 0 BARTKOWSKI LIFE SUPPLY CONTRIBUTING EMPLOYER 0 BRAND ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 BRANDENBURG CONTRIBUTING EMPLOYER 0 CEC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 CB&I ENVIRONMENTAL 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 DETTMANN INDUSTRIES INC CONTRIBUTING EMPLOYER 0 DOUBLE R INSULATION CONTRIBUTING EMPLOYER 0 EARLEY INSULATION CONTRIBUTING EMPLOYER 0 EAST PEORIA INSULATION CONTRIBUTING EMPLOYER 0 EFFICIENT INSULATION SYST CONTRIBUTING EMPLOYER 0 EJ STEVENS CONTRIBUTING EMPLOYER 0 FALLS MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 FIRECO INC CONTRIBUTING EMPLOYER 0 FIVE STAR INSULATION CORP CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 GARCO CONSTRUCTION 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 MIDWEST INSUL CONT INC CONTRIBUTING EMPLOYER 0 MOKAN MECHANICAL INSULAT CONTRIBUTING EMPLOYER 0 MAVO SYSTEMS INC 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 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 108054 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND O 181150 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND Q 252048 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND N 55425 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND O 51067 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND Q 93457 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WKRS LOC 17 K 49328