2025-08-21T12:01:21-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 030545014 IBEW LOCAL UNION 697 SUB FUND IBEW 2198454433 7200 MISSISSIPPI ST 300 MERRILLVILLE IN 46410 FELIPE HERNANDEZ TRUSTEE 2198454433 2025-08-21 1 0 ADAM SIMAGA P01649025 3123680500 2025-08-21 2024 2025-03-06 01:10:19Z FELIPE HERNANDEZ 7200 MISSISSIPPI ST 300 MERRILLVILLE IN 46410 484800 0 X N/A X 2004 IN PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS 8 6 23 0 0 0 0 0 466078 384103 87254 99855 459 842 553791 484800 0 0 26580 29674 46259 43349 0 0 0 226585 285766 299424 358789 254367 126011 2642242 2764509 9689 1823 2632553 2762686 PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS 0 0 PAYMENT OF SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE UNEMPLOYED PARTICIPANTS OF THIS FUND IN ACCORDANCE WITH PLAN DOCUMENTS. 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 2 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 IN X PATRICK KEENAN - FUNDS MGR 2198454433 7200 MISSISSIPPI ST SUITE 300 MERRILLVILLE IN 46410 TOM CORSIGLIA TRUSTEE 1.00 X 0 0 0 EDWARD SHIKANY TRUSTEE 1.00 X 0 0 0 DANIEL WALDROP TRUSTEE 1.00 X 0 0 0 RICK ANDERSON TRUSTEE 1.00 X 0 0 0 WILLIAM WALTON JR TRUSTEE 1.00 X 0 0 0 ALEC DAVIS TRUSTEE 1.00 X 0 0 0 FELIPE HERNANDEZ TRUSTEE 1.00 50.00 X 0 174926 66084 FRANK MIKOLAJCZKY TRUSTEE 1.00 1.00 X 0 2308 1348 0 177234 67432 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 384103 384103 384103 99855 99855 MISCELLANEOUS INCOME 900099 842 842 842 484800 384103 0 100697 29674 25312 8435 7671 1931 5084 16946 1438 1518 5452 9537 1207 1501 8154 PARTICIPANT CLOSEOUTS T 133596 PAYMENT TO HEALTH AND B 101333 358789 134558 819920 203467 143684 121949 4760 27562 23120 3247 4442 1675391 2295333 2642242 2764509 9689 1823 9689 1823 X 0 0 0 0 2632553 2762686 2632553 2762686 2642242 2764509 126011 4122 0 X 0 1 X 1 0 27562 23120 4442 4442 X 487484 4122 4122 483362 1438 1438 484800 357351 0 357351 1438 1438 358789 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. 0 0 0 FELIPE HERNANDEZ TRUSTEE 0 166232 0 0 0 8694 0 39128 0 26956 0 241010 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE PLAN ADMINISTRATOR AND CERTAIN TRUSTEES OF THE FUND. THE PLAN ADMINISTRATOR AND TRUSTEES REVIEW THE FORM AND DISCUSS ANY MATTERS OF UNCERTAINTY. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PLAN ADOPTED THE CONFLICT OF INTEREST POLICY IN 2011. TRUSTEES ARE REQUIRED TO DISCLOSE TO THE PLAN ADMINISTRATOR THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM. FORM 990, PART IX, LINES 7,8,9,10 LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND, WHICH IS A RELATED PARTY TO THE FILER, PAYS THE FRINGE BENEFITS, SALARIES, AND ANY RELATED TAXES FOR SEVERAL RELATED FUNDS, INCLUDING THE FILER. IN TURN, THE PENSION FUND ALSO FILES THE RELATED TAX FORMS (W-2'S) FOR THESE EXPENSES. THESE RELATED FUNDS REIMBURSE THE PENSION FUND FOR THEIR INDIVIDUAL SHARES OF THESE EXPENSES. LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND 7200 MISSISSIPPI STREET SUITE 300 MERRILLVILLE IN 46410 350415488 PROVIDES PENSION BENEFITS TO MEMBERS IN 401A N/A 0 IBEW & ELECTRICAL INDUSTRY LOCAL 697 MONEY PURCHASE PLAN 7200 MISSISSIPPI STREET SUITE 300 MERRILLVILLE IN 46410 351773526 PROVIDES RETIREMENT BENEFITS TO MEMBERS IN 401A N/A 0 LAKE COUNTY & INDIANA NECA-IBEW HEALTH AND BENEFIT FUND 7200 MISSISSIPPI STREET SUITE 300 MERRILLVILLE IN 46410 350911491 PROVIDES WELFARE BENEFITS TO MEMBERS IN 501(C)(9) N/A 0 NW IN BLDG & CONST TRADES CONTRIBUTING EMPLOYER 0 LAKE COUNTY ELEC JATC-OFFICE CONTRIBUTING EMPLOYER 0 THE INDIANA PLAN FOR EQUAL EMPLOYMENT INC CONTRIBUTING EMPLOYER 0 IBEW LOCAL 697 UNION 7200 MISSISSIPPI STREET SUITE 200 MERRILLVILLE IN 46410 350415488 LABOR UNION IN 501(C)(5) N/A 0 BASE ELECTRICAL SERVICES CONTRIBUTING EMPLOYER 0 0 A & E ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 A PLUS DATACOMM INC CONTRIBUTING EMPLOYER 0 ABCO ELECTRICAL CONST & DESIGN CONTRIBUTING EMPLOYER 0 ABR COMMUNICATIONS INC CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 ADVANCED COMMUNICATIONS INC CONTRIBUTING EMPLOYER 0 ALDRIDGE ELECTRIC INC CONTRIBUTING EMPLOYER 0 AMS MECHANICAL SYSTEMS CONTRIBUTING EMPLOYER 0 ATN TECHNOLOGY INC CONTRIBUTING EMPLOYER 0 AUSTGEN'S ELECTRIC INC CONTRIBUTING EMPLOYER 0 AZCO INC CONTRIBUTING EMPLOYER 0 BELLSOM ELECTRIC CONTRIBUTING EMPLOYER 0 BERRY ELECTRIC CONTRACTING CO CONTRIBUTING EMPLOYER 0 BLOCK ELECTRIC CO CONTRIBUTING EMPLOYER 0 BONUS ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 BOSS ELECTRIC CONTRIBUTING EMPLOYER 0 BOWE & GANT ELECTRICAL SERVICES LLC CONTRIBUTING EMPLOYER 0 CANINO ELECTRIC CO CONTRIBUTING EMPLOYER 0 CIRCLE 'R' ELECTRIC INC CONTRIBUTING EMPLOYER 0 COMMUNICATION CO OF SOUTH BEND CONTRIBUTING EMPLOYER 0 COMMUNICATION ZONE INC CONTRIBUTING EMPLOYER 0 CONNELLY ELECTRIC CONTRIBUTING EMPLOYER 0 CONTECH MSI CO CONTRIBUTING EMPLOYER 0 CONTINENTAL ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 CREDENT INC DBA CREDENT QUALITY ELECTRIC CONTRIBUTING EMPLOYER 0 DND ELECTRIC INC CONTRIBUTING EMPLOYER 0 DYNAMIC ELECTRIC INC CONTRIBUTING EMPLOYER 0 ELECTRICAL SYSTEMS INC CONTRIBUTING EMPLOYER 0 EMCORHYRE ELECTRIC CO CONTRIBUTING EMPLOYER 0 FE MORAN FIRE PROTECTION OF N IL CONTRIBUTING EMPLOYER 0 FLUOR CONSTRUCTORS INTERNATIONAL CONTRIBUTING EMPLOYER 0 FLUOR MAINTENANCE SERVICES CONTRIBUTING EMPLOYER 0 GREAT LAKES ELECTRICAL MAINT CONTRIBUTING EMPLOYER 0 GREEN LIGHT ELECTRIC LLC CONTRIBUTING EMPLOYER 0 H & T ELECTRICAL SERVICES LLC CONTRIBUTING EMPLOYER 0 HARTMANN ELECTRIC CO CONTRIBUTING EMPLOYER 0 HAVEL BROTHERS INC CONTRIBUTING EMPLOYER 0 HAYES MECHANICAL CONTRIBUTING EMPLOYER 0 HAYES PLANT SERVICES LLC CONTRIBUTING EMPLOYER 0 HERRMAN & GOETZ INC CONTRIBUTING EMPLOYER 0 HMM SYSTEMS INC CONTRIBUTING EMPLOYER 0 HP DEVELOPMENT INC CONTRIBUTING EMPLOYER 0 HUNT ELECTRIC CORP CONTRIBUTING EMPLOYER 0 HUSTON ELECTRIC INC CONTRIBUTING EMPLOYER 0 JJ WHITE INC CONTRIBUTING EMPLOYER 0 JOLEN ELECTRIC INC CONTRIBUTING EMPLOYER 0 KAISER ELEC CONTRACTORS INC CONTRIBUTING EMPLOYER 0 KREYKES ELECTRIC INC CONTRIBUTING EMPLOYER 0 KW CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 L & S ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 LAMARCHE ELECTRIC CO CONTRIBUTING EMPLOYER 0 MARCH ONE ELECTRICAL DESIGN INC CONTRIBUTING EMPLOYER 0 MARTELL ELECTRIC LLC CONTRIBUTING EMPLOYER 0 MEADE ELECTRIC COMPANY INC CONTRIBUTING EMPLOYER 0 MEANY ELECTRIC OF INDIANA CONTRIBUTING EMPLOYER 0 MIDWEST INTERSTATE ELECTRIC CONTRIBUTING EMPLOYER 0 MIDWEST INTERSTATE TECHNOLOGIES INC CONTRIBUTING EMPLOYER 0 MIDWESTERN ELECTRIC INC CONTRIBUTING EMPLOYER 0 MJ ELECTRIC LLC CONTRIBUTING EMPLOYER 0 NATIONAL CONDUCTOR INC CONTRIBUTING EMPLOYER 0 NEW AGE TELECOM INC CONTRIBUTING EMPLOYER 0 NEWKIRK ELECTRIC ASSOCIATES INC CONTRIBUTING EMPLOYER 0 NUCORE ELECTRIC INC CONTRIBUTING EMPLOYER 0 PALOS ELECTRIC CO CONTRIBUTING EMPLOYER 0 PEMBERTON-DAVIS ELECTRIC INC CONTRIBUTING EMPLOYER 0 PRECISION CONTROL SYSTEMS INC CONTRIBUTING EMPLOYER 0 QUANTUM CROSSINGS LLC CONTRIBUTING EMPLOYER 0 RJL GROUP INC CONTRIBUTING EMPLOYER 0 RUDER ELECTRIC INC CONTRIBUTING EMPLOYER 0 SANDBERG ELECTRIC LLC CONTRIBUTING EMPLOYER 0 SARGENT ELECTRIC COMPANY CONTRIBUTING EMPLOYER 0 SCHNEIDER ELEC BLDGS AMERICAS CONTRIBUTING EMPLOYER 0 SECURITY DOOR INC CONTRIBUTING EMPLOYER 0 SEICO INC CONTRIBUTING EMPLOYER 0 SWENEY ELECTRIC COMPANY INC CONTRIBUTING EMPLOYER 0 TECH ELECTRONICS OF IL LLC CONTRIBUTING EMPLOYER 0 THE STATE GRP INDS (USA) LTD CONTRIBUTING EMPLOYER 0 TK ELECTRIC INC CONTRIBUTING EMPLOYER 0 TRI-CITY DATA & ELECTRONICS CONTRIBUTING EMPLOYER 0 TRI-ELECTRONICS INC (ELEC) CONTRIBUTING EMPLOYER 0 VADER ELECTRIC CHICAGO CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 VIDEOTEC CORPORATION II CONTRIBUTING EMPLOYER 0 WM CHAS CONST CO DBA WM CHAS ELECTRIC CONTRIBUTING EMPLOYER 0 XL INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1