2025-02-20T13:07:25-06:00 2024-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-07-01 363332983 IBEW LOCAL NO 9 AND LINE CLEARANCE CONTRACTORS H & W FUND C/O TIC IBEW 5173217502 6525 CENTURION DRIVE LANSING MI 48917 BILL NIESMAN CHAIRMAN 5173217502 2025-02-20 1 0 RONALD BASTIAN P01455196 3123680500 2025-02-20 2023 2025-03-06 01:10:19Z BILL NIESMAN 6525 CENTURION DRIVE LANSING MI 48917 23395559 0 X WWW.IBEW9LCTT.ORG X 1984 IL PROVIDE HEALTH BENEFITS 9 3 25 0 0 0 0 0 13132860 12656922 1231995 1093479 0 2440 14364855 13752841 0 0 12414321 14621382 0 0 0 0 0 325492 291945 12739813 14913327 1625042 -1160486 41701498 42598355 22059 41533 41679439 42556822 HEALTH BENEFIT FUND 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 0 0 25 1 0 0 0 0 0 0 0 0 0 0 X 9 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X JAMES SCHREIBER 5173217502 6525 CENTURION DRIVE LANSING MI 48917 BILL NIESMAN CHAIRMAN 2.00 40.00 X 0 218868 94746 RICHARD HELLER SECRETARY 2.00 X 0 0 0 ROBERT SPYCHALSKI TRUSTEE 2.00 X 859 0 0 JOHN BURKARD TRUSTEE 2.00 40.00 X 0 187687 84629 ROBERT COOK TRUSTEE (PAST) 2.00 X 0 0 0 CRAIG NOLAN TRUSTEE 2.00 X 779 0 0 JOHN DOWLING TRUSTEE 2.00 40.00 X 0 185492 84629 HERBERT ZINZER ALTERNATE TRUSTEE 2.00 X 0 0 0 ERIC BERGDOLLD ALTERNATE TRUSTEE 2.00 40.00 X 0 185748 84629 JACK WILLET TRUSTEE (NEW) 2.00 X 709 0 0 2347 777795 348633 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 12632593 12632593 PARTICIPANT CONTRIBUTIONS 900099 24329 24329 12656922 1035180 1035180 9701017 9642718 58299 58299 58299 CLASS ACTION PROCEEDS 900099 2440 2440 2440 13752841 12656922 0 1095919 14621382 64117 19138 26400 42383 78923 32806 1857 5432 15793 ACA MANDATED FEES 2616 ELECTRONIC RECIPROCAL F 2480 14913327 890664 1209469 1570125 1142904 6702 6713 33868967 36049691 5365040 4189578 41701498 42598355 22059 41533 22059 41533 X 0 0 0 0 41679439 42556822 41679439 42556822 41701498 42598355 -1160486 2037869 0 X 0 1 X 1 0 0 PARTNERSHIP INVESTMENTS 4189578 F 4189578 X 15748327 2037869 2037869 13710458 42383 42383 13752841 14870944 0 14870944 42383 42383 14913327 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 BILL NIESMAN CHAIRMAN 0 194864 0 0 0 24004 0 54849 0 39897 0 313614 0 0 JOHN BURKARD TRUSTEE 0 173213 0 0 0 14474 0 49165 0 35464 0 272316 0 0 ERIC BERGDOLLD ALTERNATE TRUSTEE 0 173213 0 0 0 12535 0 49165 0 35464 0 270377 0 0 JOHN DOWLING TRUSTEE 0 173213 0 0 0 12279 0 49165 0 35464 0 270121 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY-TO-DAY ADMINISTRATION DUTIES TO TIC MIDWEST ADMINISTRATIVE SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE TRUSTEES THAT THE EXISTENCE OF A POTENTIAL CONFLICT SHALL BE DISCLOSED BEFORE ANY TRANSACTIONS ARE CONSUMMATED. THE TRUSTEES DETERMINE WHETHER A CONFLICT EXISTS, AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE FUND AND IN COMPLIANCE WITH APPLICABLE LAW. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND BENEFICIARIES UPON REQUEST AT THE FUND OFFICE. LOCAL UNION NO 9 - INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 18670 GRAPHIC DRIVE SUITE 200 TINLEY PARK IL 60477 361264200 LABOR UNION IL 501(C)(5) N/A N/A 0 ASPLUNDH TREE EXPECT CO CONTRIBUTING EMPLOYER 0 LEWIS TREE SERVICE INC CONTRIBUTING EMPLOYER 0 OWL CONTRIBUTING EMPLOYER 0 ENDURANCE UTILITY SERVICES CONTRIBUTING EMPLOYER 0 INTREN LLC CONTRIBUTING EMPLOYER 0 KENDALL VEGETATION SERVICES CONTRIBUTING EMPLOYER 0 SISSON'S TREE SERVICE CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1