2012-11-15T08:32:57-06:00 2012-04-30 363332152 CYGAN HAYES LTD 20635 Abbey Woods Ct North 104 Frankfort IL 60423 990 2011-05-01 362344463 CHICAGO AREA JT WELFARE COMM FOR THE POINTING CLEANING & CAULKING CHIC 6305168008 660 INDUSTRIAL DR No 101 ELMHURST IL 60126 JEFF BLOOM 6305168008 2012-11-15 1 JEFFREY S HAYES CPA P00545080 8155345713 2012-11-15 2011 2016-02-24 21:20:13Z JEFF BLOOM 660 INDUSTRIAL DR No 101 ELMHURST IL 60126 22934354 0 X N/A X 1955 IL PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION. 6 6 39 0 0 0 0 0 9732626 10791876 2760473 1334939 0 0 12493099 12126815 0 0 8212137 7832715 273322 286875 0 0 0 586788 561520 9072247 8681110 3420852 3445705 43986652 48727301 3255094 3084105 40731558 45643196 PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION 0 0 BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE, AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 31 0 1 39 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X TERRY ROCCO ADMINISTRATIVE MANAGER 6305168008 660 INDUSTRIAL DRIVE SUITE 101 ELMHURST IL 60126 THOMAS RIVKIN 1.00 X 0 0 0 KEVIN GESHWENDER 1.00 X 0 0 0 JEFF BLOOM 1.00 X 0 0 0 MARK SNEDDEN 1.00 X 0 0 0 ED TIEDT 1.00 X 0 0 0 JIM ALLEN 1.00 X 0 0 0 TERRY ROCCO 15.00 X 114616 0 0 114616 0 0 1 0 0 0 Blue Cross Blue Shield 300 East Randolph Street Chicago IL 60601 3rd Party Administrator 292763 The Segal Company 101 N Wacker Suite 500 Chicago IL 60606 Actuary 152754 Cygan Hayes Ltd 20635 ABBEY WOODS CT NORTH SUITE 10 FRANKFORT IL 60423 Auditor/Employer Compliance Audits 100342 3 Employer & Participant 525120 10774954 10774954 Liquidated Damages & O 525120 16922 16922 10791876 771556 771556 11370922 10807539 563383 563383 563383 12126815 10791876 0 1334939 7832715 44299 197558 45018 40414 117824 163984 76109 70252 16005 29878 721 32660 13673 8681110 300 300 3050559 4545794 651138 1084349 23189 49118 201171 102147 114524 99024 36092644 39035663 4054298 3913053 43986652 48727301 686561 517235 2568533 2566870 3255094 3084105 X 0 0 0 0 40731558 45643196 40731558 45643196 43986652 48727301 X 3445705 1465933 X X 0 1 1 X 0 201171 102147 99024 99024 ADVISORY RESEARCH 1537285 F COLLATERAL HELD FOR SECURITIES ON LOAN 2375768 F 3913053 LIABILITY TO RETURN COLLATERAL HELD ON LOAN 2375768 LIABILITY FOR LOSS ON SECURITIY LENDING 191102 2566870 12126815 8681110 3445705 1465933 1465933 4911638 13428764 1465933 1465933 11962831 163984 163984 12126815 8517126 0 8517126 163984 163984 8681110 Description of Uncertain Tax Positions Under FIN 48: Part X: Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained by examination by the Internal Revenue Service or the U.S. Department of Labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of April 30, 2012, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for the fiscal years prior to April 30, 2009. Form 990, Part VI, Section B, line 11 THE BOARD OF TRUSTEES USE THE REVIEWED FINANCIAL STATEMENTS AND THEIR COLLECTIVE KNOWLEDGE OF INCOME TAX PREPARATION TO REVIEW THE FORM 990. THE BOARD ALSO INQUIRES OF THE ACCOUNTANT ABOUT ANY QUESTIONS THEY MAY HAVE ABOUT THE PREPARATION OF THE FORM 990. Form 990, Part VI, Section B, line 15 THE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPENSATION AND TERMS OF EMPLOYMENT Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES SPACE AVAILABLE FOR ANYONE TO VIEW THE DOCUMENTS AT THEIR OFFICE OR COPIES CAN BE REQUESTED TO BE MAILED. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 1465933. FORM 990, PART XII, LINE 2C AUDIT OVERSIGHT PROCESS THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT AND REVIEW OF THE ANNUAL FINANCIAL STATEMENTS AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. TUCKPOINTERS LOCAL 52 PENSION PLAN 660 INDUSTRIAL DRIVE SUITE 101 ELMHURST IL 60126 366122163 PENSION BENEFITS IL 501(c)9 N/A 0 TUCKPOINTERS LOCAL 52 ANNUITY TRUST 660 INDUSTRIAL DRIVE SUITE 101 ELMHURST IL 60126 366940923 RETIREMENT BENEFITS IL 501(c)9 N/A 0 TUCKPOINTERS APPRENTICESHIP FUND 2140 W CORPORATE DRIVE ADDISON IL 60101 363140508 PROVIDE APPRENTICESHIP TRAINING TO TUCKPOINTING INDUSTRY IL 501(C)5 N/A 0 TUCKPOINTERS PROMOTIONAL TRUST 2140 W CORPORATE DRIVE ADDISON IL 60101 366888131 IMPROVE EMPLOYMENT OPPORTUNITIES AND EXPAND TUCKPOINTING INDUSTRY IL 501(C)6 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0