2025-10-30T11:45:42-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD SUITE 103 SCHERERVILLE IN 46375 990 2024-01-01 350911491 LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN LAKE 2198454433 7200 MISSISSIPPI STREET 300 MERRILLVILLE IN 46410 FELIPE HERNANDEZ TRUSTEE 2198454433 2025-10-30 1 0 ADAM SIMAGA P01649025 3123680500 2025-10-30 2024 2025-03-06 01:10:19Z FELIPE HERNANDEZ 7200 MISSISSIPPI STREET 300 MERRILLVILLE IN 46410 45811071 0 X N/A X 1952 IN PROVIDE HEALTH BENEFITS 8 6 47 0 0 0 0 0 23754929 25405468 2907371 3719070 20681 206 26682981 29124744 0 0 23613467 28744571 343511 385093 0 0 0 525665 538181 24482643 29667845 2200338 -543101 116003789 120424428 1529486 323124 114474303 120101304 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH PLAN PROVISIONS. 0 0 0 0 0 0 0 0 0 1 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 4 0 47 1 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 IN X PATRICK KEENAN FUNDS MGR 2198454433 7200 MISSISSIPPI STREET MERRILLVILLE IN 46410 FELIPE HERNANDEZ TRUSTEE 1.00 50.00 X 0 174926 66084 ED SHIKANY TRUSTEE 1.00 X 0 0 0 TOM CORSIGLIA TRUSTEE 1.00 X 0 0 0 RICK ANDERSON TRUSTEE 1.00 X 0 0 0 WILLIAM B WALTON JR TRUSTEE 1.00 X 0 0 0 ALEC DAVIS TRUSTEE 1.00 X 0 0 0 DAN WALDROP TRUSTEE 1.00 X 0 0 0 FRANK MIKOLAJCZYK TRUSTEE 1.00 1.00 X 0 2308 1348 0 177234 67432 0 0 1 0 MAGNACARE ONE PENN PLAZA SUITE 4512 NEW YORK NY 10119 PROVIDES ADMINISTRATIVE SERVICES FOR THE 519998 INCLUDED HEALTH INC ONE CALIFORNIA ST SUITE 2300 SAN FRANCISCO CA 94111 PROVIDES ADMINISTRATIVE SERVICES FOR REP 115910 2 EMPLOYER/RECIP CONTRIB. 900099 21981517 21981517 PARTICIPANT CONTRIBUTIONS 900099 1256998 1256998 STOP LOSS & REINSURANCE 900099 1097268 1097268 PRESCRIPTION DRUG REBATES 900099 900577 900577 SUBROGATION REFUNDS 900099 153742 153742 15366 15366 25405468 3075548 3075548 17329849 16686327 643522 643522 643522 OTHER INCOME 900099 206 206 206 29124744 25405468 0 3719276 X 28744571 223726 74557 67800 19010 58881 63697 161313 91833 87186 26487 10676 1501 24903 FEES MANDATED BY ACA 11704 29667845 371646 2174559 4792609 1198760 4137577 3681963 113086 130722 30614 26170 3249 4444 49500590 54128386 56774032 58794594 311000 311000 116003789 120424428 257104 268510 72382 54614 1200000 0 1529486 323124 X 0 0 0 0 114474303 120101304 114474303 120101304 116003789 120424428 -543101 6170102 0 X 0 1 X 1 0 30614 26170 4444 4444 BNY MELLON BROAD MARKET STOCK INDEX FUND 33361955 F BNY MELLON ACWI US INDEX FUND 8568329 F BGO DIVERSIFIED US PROPERTY FUND 6632801 F JP MORGAN IIF ERISA HEDGED FUND 10231509 F 58794594 X 35133533 6170102 6170102 28963431 161313 161313 29124744 29506532 0 29506532 161313 161313 29667845 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 A, LINE 8B THE PLAN DOES NOT HAVE ANY COMMITTEES WHO HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO THE FUND MANAGER AND CERTAIN TRUSTEES OF THE FUND. THE FUND MANAGER AND TRUSTEES REVIEW THE FORM AND DISCUSS ANY MATTERS OF UNCERTAINTY. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED AND ELECTRONICALLY 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 FUND ADMINISTRATOR THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS OR THE APPEARANCE OF 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 OF THE FUND WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM. FORM 990, PART IX, LINE 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-2S) FOR THESE EXPENSES. THE RELATED FUNDS REIMBURSE THE PENSION FUND FOR THEIR INDIVIDUAL SHARES OF THESE EXPENSES. EAST CHICAGO SCHOOLS CONTRIBUTING EMPLOYER 0 IBEW & ELECTRICAL INDUSTRY LOCAL 697 MONEY PURCHASE PLAN 7200 MISSISSIPPI ST STE 300 MERRILLVILLE IN 46410 351773526 PROVIDES PENSION BENEFITS TO MEMBERS IN 401A N/A 0 IBEW LOCAL 697 SUB FUND 7200 MISSISSIPPI ST STE 300 MERRILLVILLE IN 46410 030545014 PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN 501(C)(9) N/A 0 IBEW LOCAL 697 UNION 7200 MISSISSIPPI ST STE 200 MERRILLVILLE IN 46410 350415488 LABOR UNION IN 501(C)(5) N/A 0 LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND 7200 MISSISSIPPI ST STE 300 MERRILLVILLE IN 46410 516133048 PROVIDES PENSION BENEFITS TO MEMBERS IN 401A N/A 0 LOCAL 697 IBEW APPRENTICE 7200 MISSISSIPPI ST STE 100 MERRILLVILLE IN 46410 351001586 PROVIDES APPRENTICE TRAINING IN 501(C)(3) N/A 0 NW IN BLDG & CONST TRADES CONTRIBUTING EMPLOYER 0 SCHOOL CITY OF HAMMOND CONTRIBUTING EMPLOYER 0 THE INDIANA PLAN FOR EQUAL EMPLOYMENT INC CONTRIBUTING EMPLOYER 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 AUSTGEN'S ELECTRIC INC- OFFICE CONTRIBUTING EMPLOYER 0 AZCO INC CONTRIBUTING EMPLOYER 0 BELLSOM ELECTRIC CONTRIBUTING EMPLOYER 0 BELLSOM ELECTRIC - 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OFFICE 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 PIONEER SIGN INC DBA (SIGN) 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 CO INC-OFFICE 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 CONTRIBUTING EMPLOYER 0 TRI-ELECTRONICS INC (ELEC) CONTRIBUTING EMPLOYER 0 TRI-ELECTRONICS INC-OFFICE CONTRIBUTING EMPLOYER 0 VADER ELECTRIC CHICAGO CONTRIBUTING EMPLOYER 0 VAN ERT ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 VECTOR SERVICES 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 1 0 1