2024-07-01T12:53:48-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-01-01 596134297 INTERNATIONAL BRTHOOD OF ELECTRICAL WORKERS WELFARE FUND LOCAL 728 INTE 9542666322 2010 NW 150TH AVENUE 200 PEMBROKE PINES FL 33028 ZAC CASSIDY TRUSTEE - CHAIRMAN 9542666322 2024-07-01 1 ZAC CASSIDY 999009999 0 MICHAEL F TIBERI P01655011 3123680500 2024-07-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X ZAC CASSIDY 2010 NW 150TH AVENUE 200 PEMBROKE PINES FL 33028 13114383 0 X N/A X 1976 FL PROVIDE HEALTH BENEFITS 8 5 0 0 0 0 0 0 10451712 11225000 44999 85709 10229 7280 10506940 11317989 0 0 10171901 8767147 0 0 0 0 0 370648 376964 10542549 9144111 -35609 2173878 5264754 7478150 41996 42938 5222758 7435212 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT. 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS INC 9542666322 2010 NW 150TH AVENUE SUITE 200 PEMBROKE PINES FL 33028 ZAC CASSIDY TRUSTEE - CHAIRMAN 1.00 40.00 X 0 126225 38969 ROGER MOORE TRUSTEE 1.00 4.00 X 0 1200 0 JAMES BOYLAN TRUSTEE 1.00 X 0 0 0 WILLIAM BARROW TRUSTEE - PAST 1.00 X 0 0 0 JUSTIN MCINTOSH TRUSTEE 1.00 40.00 X 0 118839 38230 JONATHAN BORDEN TRUSTEE - PAST 1.00 X 0 0 0 JAMES STUBBLEFIELD TRUSTEE 1.00 X 0 0 0 RICK SHAWBELL TRUSTEE 1.00 X 0 0 0 CARL TIRONE TRUSTEE - PAST 1.00 X 0 0 0 JEFF MELDRIM TRUSTEE 1.00 X 0 0 0 CURTISS MORGAN TRUSTEE - NEW 1.00 X 0 0 0 0 246264 77199 0 0 1 0 NATIONAL EMPLOYEE BENEFITS ADMINISTRATOR 2010 NW 105TH AVENUE SUITE 100 PEMBROKE PINES FL 33028 THIRD PARTY ADMINISTRATOR 132671 1 EMPLOYER CONTRIBUTIONS 900099 11136741 11136741 PARTICIPANT CONTRIBUTIONS 900099 88259 88259 11225000 76082 76082 1806021 1796394 9627 9627 9627 MISCELLANEOUS 900099 7280 7280 7280 11317989 11225000 0 92989 8767147 132671 75616 21853 12012 108177 12550 8225 857 FEES MANDATED BY ACA 2523 RECIPROCAL TRANSFER FEE 2480 9144111 1789479 2880534 8531 21606 1228961 1185551 2237783 3390459 5264754 7478150 41996 42938 41996 42938 X 0 0 0 0 5222758 7435212 5222758 7435212 5264754 7478150 2173878 38576 0 X 0 1 X 1 0 0 X 11344553 38576 38576 11305977 12012 12012 11317989 9132099 0 9132099 12012 12012 9144111 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 ZAC CASSIDY TRUSTEE - CHAIRMAN 0 126225 0 0 0 0 0 22121 0 16848 0 165194 0 0 JUSTIN MCINTOSH TRUSTEE 0 118839 0 0 0 0 0 21382 0 16848 0 157069 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND MAINTAINS A CONFLICT OF INTEREST POLICY. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. IBEW LOCAL UNION 728 ANNUITY FUND 2010 NW 150TH AVE SUITE 100 PEMBROKE PINES FL 33028 592794330 PROVIDE PENSION BENEFITS FL 401(A) N/A 0 IBEW LOCAL UNION 728 PENSION FUND 2010 NW 150TH AVE SUITE 100 PEMBROKE PINES FL 33028 596510428 PROVIDE PENSION BENEFITS FL 401(A) N/A 0 IBEW LOCAL 728 UNION CONTRIBUTING EMPLOYER 0 FLORIDA E COAST JATC CONTRIBUTING EMPLOYER 0 A AND W ELECTRIC CONTRIBUTING EMPLOYER 0 ACRES ELECTRIC CORP INC CONTRIBUTING EMPLOYER 0 ALLIED POWER SERVICES LLC CONTRIBUTING EMPLOYER 0 ALWAYS ON ELECTRIC INC CONTRIBUTING EMPLOYER 0 ANCHOR MECHANICAL INC CONTRIBUTING EMPLOYER 0 AUSTEN ELECTRIC INC CONTRIBUTING EMPLOYER 0 BHI ENERGYSPEC SERVICES CONTRIBUTING EMPLOYER 0 BILLITIER ELECTRIC INC CONTRIBUTING EMPLOYER 0 BROADWAY ELECTRIC SVC CONTRIBUTING EMPLOYER 0 CASTILLO ELECTRIC CONTRIBUTING EMPLOYER 0 COUNTY WIDE ELECTRIC CONTRIBUTING EMPLOYER 0 DAKOTAS & WESTERN MINNESO CONTRIBUTING EMPLOYER 0 DEC ELECTRICAL SERVICES INC CONTRIBUTING EMPLOYER 0 DURHAM ELECTRIC CONTRIBUTING EMPLOYER 0 DYNALECTRIC CO CONTRIBUTING EMPLOYER 0 EDD HELMS ELECTRIC CONTRIBUTING EMPLOYER 0 EDLEN ELEC EXHIB CONTRIBUTING EMPLOYER 0 EEC LABOR INC CONTRIBUTING EMPLOYER 0 EIGHTH DISTRICT ELEC REC CONTRIBUTING EMPLOYER 0 ELECTRIC SOLUTIONS UNLIMITED CONTRIBUTING EMPLOYER 0 ELECTRO DESIGN ENGIN INC CONTRIBUTING EMPLOYER 0 ELITE ELECTRICAL CONCEPTS CONTRIBUTING EMPLOYER 0 ELITE PWR SOLUTIONS INC CONTRIBUTING EMPLOYER 0 ENERGY EFFICIENT ELECTRIC CONTRIBUTING EMPLOYER 0 E-TECH ELECTRIC INC CONTRIBUTING EMPLOYER 0 EVER-READY ELECTRIC CONTRIBUTING EMPLOYER 0 FE MORAN GROUP CONTRIBUTING EMPLOYER 0 FISK ELECTRIC CONTRIBUTING EMPLOYER 0 GREEN ELECTRIC CONTRIBUTING EMPLOYER 0 HAWAII ELECTRICIANS CONTRIBUTING EMPLOYER 0 INDUST ELEC TESTING INC CONTRIBUTING EMPLOYER 0 ION ELECTRIC LLC CONTRIBUTING EMPLOYER 0 LECTRA-FAST ELEC SERVICES CONTRIBUTING EMPLOYER 0 LIGHTING MANAGEMENT CONTRIBUTING EMPLOYER 0 LIGHTNING ELECTRIC INC CONTRIBUTING EMPLOYER 0 MAHONING AND TRUMBULL CONTRIBUTING EMPLOYER 0 MAIN-GUY ELECTRIC CONTRIBUTING EMPLOYER 0 MALONE ELEC SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 MARDANT ELECTRIC CONTRIBUTING EMPLOYER 0 MAST ELECTRIC INC CONTRIBUTING EMPLOYER 0 MICHIGAN ELECT EMPLOYEE CONTRIBUTING EMPLOYER 0 MILLER ELECT COMPANY CONTRIBUTING EMPLOYER 0 MILLS ELEC SERVICE INC CONTRIBUTING EMPLOYER 0 NEXT GEN SERVICES & CONTRACTING CONTRIBUTING EMPLOYER 0 PHOENIX ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 PHOENIX ELM LLC CONTRIBUTING EMPLOYER 0 PRECISION ELEC FLA CONTRIBUTING EMPLOYER 0 PRUITT INDUSTRIAL CONTRIBUTING EMPLOYER 0 QUINN ELECTRIC CONTRIBUTING EMPLOYER 0 RE YATES ELECTRIC INC CONTRIBUTING EMPLOYER 0 REVERE CONTROL SYSTEM INC CONTRIBUTING EMPLOYER 0 RUSSELL THOMAS ELECTRICAL CONTRIBUTING EMPLOYER 0 SAN MATEO CNTY ELECTRICAL CONTRIBUTING EMPLOYER 0 SHREVEPORT ELECTRICAL CONTRIBUTING EMPLOYER 0 SOUTH ATLANTIC ELECTRIC CONTRIBUTING EMPLOYER 0 SOUTHERN CALIF IBEW NECA CONTRIBUTING EMPLOYER 0 TIRONE ELECTRIC CONTRIBUTING EMPLOYER 0 UNION TEMPORARY SERV INC CONTRIBUTING EMPLOYER 0 UNIVERSAL ELEC SERVICE CONTRIBUTING EMPLOYER 0 VACCATO ELECTRIC INC CONTRIBUTING EMPLOYER 0 VALOR CONSTRUCTION MGMT CONTRIBUTING EMPLOYER 0 WHITE ELEC CONST CO CONTRIBUTING EMPLOYER 0 WINTER HAVEN ELECTRIC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1