2012-05-07T15:24:27-05:00 2011-07-31 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-08-01 596152618 PLUMBERS & PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND PLUM 9045380100 8657 BAYPINE ROAD BUILDING 5 SUITE 200 JACKSONVILLE FL 32256 BERNARD HORNE 9045380100 2012-05-07 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-02-24 21:20:13Z X BERNARD HORNE 8657 BAYPINE ROAD BUILDING 5 SUITE 200 JACKSONVILLE FL 32256 7504110 0 X N/A X 1965 FL PROVIDE HEALTH BENEFITS 8 8 0 0 0 0 0 0 1955022 2917854 44663 170854 0 114 1999685 3088822 0 0 2239844 2655856 0 0 0 0 0 153945 164100 2393789 2819956 -394104 268866 5226923 5537349 27814 28027 5199109 5509322 PROVIDE HEALTH BENEFITS 0 0 THE FUND PROVIDES HEALTH, VISION, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 317 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 X NATIONAL EMPLOYEE BENEFIT ADMINISTR 9045380100 8657 BAYPINE ROAD BUILDING 5 SUITE JACKSONVILLE FL 32256 X BERNARD HORNE 1.00 X 0 0 0 LINTON HARTLEY JR 1.00 X 0 0 0 DAVID GARLINGTON 1.00 X 0 0 0 ROBERT TOWE 1.00 X 0 0 0 GARY MONSON 1.00 X 0 0 0 JOSEPH PAGE 1.00 X 0 0 0 AUDIE BAILEY 1.00 X 0 0 0 MARK RENTFROW 1.00 X 0 0 0 BRAD GRABILL 1.00 X 0 0 0 0 0 0 0 0 0 0 INFORMED RX 2441 WARRENVILLE RD STE 610 LISLE IL 60532 PRESCRIPTION BENEFIT PROVIDER 442785 ADVENTIST HEALTH SYSTEM SUNBELT 601 EAST ROLLINS STREET ORLANDO FL 32803 HEALTHCARE PROVIDER 287663 ORLANDO REGIONAL HEALTHCARE SYSTEM PO BOX 91-7311 ORLANDO FL 32891 HEALTHCARE PROVIDER 164634 SHANDS TEACHING HOSPITAL AND CLINICS PO BOX 31240 TAMPA FL 33631 HEALTHCARE PROVIDER 126012 CIGNA HEALTH CARE 1111 MARKET STREET CHATTANOOGA TN 37402 BENEFIT ADMINISTRATION FEES 122084 5 EMPLOYER CONTRIBUTIONS 900099 2749773 2749773 PARTICIPANT AND RETIRE 900099 147330 147330 COBRA SUBSIDY 900099 20751 20751 2917854 12166 12166 4573976 4415288 158688 158688 158688 MISCELLANEOUS INCOME 900099 114 114 114 3088822 2917854 0 170968 2655856 51084 16694 19023 25242 26600 17781 3130 3094 MEMBERSHIP FEES 1452 2819956 526521 774854 291390 336932 2054 2054 4423509 4406958 5226923 5537349 27814 28027 27814 28027 X 5199109 5509322 0 0 0 0 5199109 5509322 5226923 5537349 X 268866 41347 X 0 1 1 X 0 0 3088822 2819956 268866 41347 41347 310213 3104927 41347 41347 3063580 25242 25242 3088822 2794714 0 2794714 25242 25242 2819956 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 EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. FORM 990, PART VI, SECTION A, LINE 3 THE FUND DELEGATED CONTROL OVER DAY-TO-DAY MANAGEMENT DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC., A THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED, THROUGHLY REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 41,347. PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND 8657 BAYPINE RAOD BUILDING 5 SUITE JACKSONVILLE FL 32256 596228172 PROVIDE PENSION BENEFITS TO ELIGIBLE EMPLOYEES FL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0