TY 2018 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
BLUE CROSS BLUE SHIELD 300 E RANDOLPH CHICAGO,IL60601	CLAIMS ACCESS FEES	2,040,353
ELITE ADMINISTRATION AND INSURANCE GROUP 1300 W HIGGINS ROAD SUITE 208 PARK RIDGE,IL60068	CLAIMS ADMINISTRATOR	1,291,856
WILLIG WILLIAMS AND DAVIDSON 1845 WALNUT STREET 24TH FLOOR PHILADELPHIA,PA19103	LEGAL FEES	244,450
BANSLEY AND KIENER LLP 8745 W HIGGINS SUITE 200 CHICAGO,IL60631	ACCOUNTING FEES	195,242
EMPLOYEE RESOURCE SYSTEMS INC 29 E MADISON ST SUITE 1600 CHICAGO,IL60602	MEMBER ASSISTANCE PROGRAM	135,328
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL 727 HEALTH AND WELFARE
FUND

Employer identification number

36-6069119

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	29,881	7,470	22,411
d	Equipment ....	109,352	88,816	20,536
e	Other .....	0	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				42,947

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) COMERICA MID CAP INDEX FUND	381,703	F
(B) COMERICA SMALL CAP INDEX FUND	172,082	F
(C) COMERICA LARGE CAP INDEX FUND	5,434,708	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	5,988,493

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DUE TO RELATED ORGANIZATIONS	106,269
CLAIMS INCURRED BUT NOT REPORTED	7,094,000
ACCUMULATED ELIGIBILITY	14,468,000
DEFERRED RENT	41,995
DUE TO BROKER	59,124
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	21,769,388
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	86,254,983
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	291,554
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	291,554
3	Subtract line 2e from line 1..................			3	85,963,429
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	29,699
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	29,699
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	85,993,128

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	63,516,284
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	63,516,284
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	29,699
b	Other (Describe in Part XIII.) ............	4b	-3,807,000
c	Add lines 4a and 4b.....................			4c	-3,777,301
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	59,738,983

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES OF THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE TRUSTEES OF THE PLAN BELIEVE THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FEBRUARY 28, 2016.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INCREASE IN BENEFIT OBLIGATIONS -3,807,000.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES OF THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE TRUSTEES OF THE PLAN BELIEVE THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FEBRUARY 28, 2016.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

INCREASE IN BENEFIT OBLIGATIONS -3,807,000.

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL 727 HEALTH AND WELFARE
FUND

Employer identification number

36-6069119

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MICHAEL DEGARD TRUSTEE	(i) (ii)	0 ------------- 93,843	0 ------------- 11,826	0 ------------- 20,544	0 ------------- 39,302	0 ------------- 26,751	0 ------------- 192,266	0 ------------- 0
2JOHN T COLI JR TRUSTEE	(i) (ii)	0 ------------- 282,786	0 ------------- 23,566	0 ------------- 20,544	0 ------------- 68,328	0 ------------- 27,695	0 ------------- 422,919	0 ------------- 0
3NICHOLAS MICALETTI TRUSTEE	(i) (ii)	0 ------------- 101,837	0 ------------- 12,854	0 ------------- 20,544	0 ------------- 41,106	0 ------------- 26,770	0 ------------- 203,111	0 ------------- 0
4WILLIAM COLI FUND MANAGER	(i) (ii)	0 ------------- 255,719	0 ------------- 0	0 ------------- 9,068	0 ------------- 14,328	0 ------------- 78,873	0 ------------- 357,988	0 ------------- 0
5BENEDICT AFFETTO CFR	(i) (ii)	0 ------------- 133,050	0 ------------- 0	0 ------------- 0	0 ------------- 14,328	0 ------------- 54,125	0 ------------- 201,503	0 ------------- 0
6ROBERT MACARTHUR CFR	(i) (ii)	0 ------------- 133,050	0 ------------- 0	0 ------------- 0	0 ------------- 14,328	0 ------------- 54,125	0 ------------- 201,503	0 ------------- 0
7MELVIN PRYOR CFR	(i) (ii)	0 ------------- 133,050	0 ------------- 0	0 ------------- 0	0 ------------- 14,328	0 ------------- 54,125	0 ------------- 201,503	0 ------------- 0
8SCOTT JOHNSON CFR	(i) (ii)	0 ------------- 133,050	0 ------------- 0	0 ------------- 0	0 ------------- 14,328	0 ------------- 54,125	0 ------------- 201,503	0 ------------- 0
9ROBERT LAINO ASST. FUND MANAGER	(i) (ii)	0 ------------- 157,894	0 ------------- 0	0 ------------- 0	0 ------------- 14,328	0 ------------- 59,168	0 ------------- 231,390	0 ------------- 0
10STEPHANIE BRINSON TRUSTEE - FORMER	(i) (ii)	0 ------------- 147,388	0 ------------- 18,751	0 ------------- 21,104	0 ------------- 51,508	0 ------------- 27,344	0 ------------- 266,095	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

TEAMSTERS LOCAL 727 HEALTH AND WELFARE
FUND

Employer identification number

36-6069119

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	THERE IS A FAMILY RELATIONSHIP BETWEEN JOHN T. COLI JR., AND WILLIAM COLI.
FORM 990, PART VI, SECTION A, LINE 8B	THERE ARE NO SUBCOMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD OF TRUSTEES GIVES AUTHORITY TO WILLIAM COLI, FUND MANAGER, TO REVIEW THE FORM 990 AND APPROVE THE FILING. THE BOARD OF TRUSTEES IS PRESENTED WITH THE FINAL FORM 990 AFTER FILING.
FORM 990, PART VI, SECTION B, LINE 15	PART VII, SECTION A, COLUMN E AND F: THE BOARD OF TRUSTEES APPROVES THE SALARY AND ANY INCREASE ANNUALLY FOR THE FUND MANAGER. THE FUND MANAGER'S SALARY IS PAID BY THE RELATED TEAMSTERS LOCAL UNION NO. 727 PENSION FUND (PENSION FUND) AND IS SHARED WITH THE THE RELATED TEAMSTERS LOCAL UNION NO. 727 LEGAL AND EDUCATIONAL ASSISTANCE FUND (LEGAL AND EDUCATION FUND) AND TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND (REPORTING FUND). TOTAL COMPENSATION FOR THE FUND MANAGER IS ALLOCATED BETWEEN THESE RELATED BENEFIT FUNDS. TOTAL ALLOCATED COMPENSATION FOR THE FUND MANAGER TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5. THE PENSION FUND PAYS CARL TOMINBERG AND GREG YOUMANS FOR SERVICES PROVIDED TO THE RELATED FUNDS. THE COMPENSATION IS ALLOCATED AMONG THE REPORTING FUND, PENSION FUND AND LEGAL AND EDUCATION FUND. TOTAL ALLOCATED COMPENSATION TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5.
FORM 990, PART VI, SECTION C, LINE 19	THE BOARD OF TRUSTEES WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL 727 HEALTH AND WELFARE
FUND

Employer identification number

36-6069119

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)TEAMSTERS LOCAL UNION NO 727 PENSION FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-6102397	DEFINED BENEFIT PLAN	IL	401(A)				No
(2)TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-3429967	LEGAL AND EDUCATION ASSISTANCE FUND	IL	501(C)(9)				No
(3)INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 727 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-0759640	LABOR UNION	IL	501(C)(5)				No
(4)BOARD OF TRUSTEES TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60634 36-6069119	PLAN SPONSOR AND ADMINISTRATOR	IL	501(C)(9)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) 1100 LAKE SHORE DRIVE CONDO ASSOC
(2) 1110 LAKE SHORE ASSOCIATION
(3) 1150 CONDO ASSOCIATION (SUDLER)
(4) 1240 LAKE SHORE DRIVE
(5) 1300 LAKE SHORE DRIVE CONDO ASSOC
(6) 1300 W HIGGINS
(7) 1410 N STATE PARKWAY CONDO
(8) 1420 SHERIDAN ROAD CONDO CORPORATION
(9) 1500 LAKE SHORE DRIVE (SUDLER MGMT)
(10) 155 HARBOR POINT CONDO ASSOC
(11) 1550 CONDO ASSOCIATION - FIRST SERV
(12) 1555 ASTOR CONDO ASSOCIATION
(13) 1616 CONDO ASSOCIATION-CHICAGOLAND
(14) 1700 E 56TH ST CONDOMINIUM
(15) 200 EAST DELAWARE CONDOMINIUM ASSOC
(16) 209 E LAKE SHORE DRIVE CORP
(17) 2400 N LAKEVIEW CONDOMINIUM ASSOC
(18) 2500 LAKEVIEW CONDOMINIUM ASSOC
(19) 2909 N SHERIDAN ROAD CONDO ASSN
(20) 2930 SHERIDAN TOWER CONDO ASSOC
(21) 30 EAST ELM
(22) 3150 LAKE SHORE CONDOMINIUMS
(23) 3180 CONDOMINIUM ASSOCIATION
(24) 33 E CEDAR CONDOMINIUMS
(25) 3470 N LAKE SHORE DRIVE
(26) 360 WELLINGTON GARAGE
(27) 3800 LAKE SHORE DRIVE CONDO ASSOC
(28) 3900 LAKE SHORE DRIVE CONDO ASSOC
(29) 399 CORPORATION
(30) 5757 N SHERIDAN ROAD CONDO ASSOC
(31) 777 CONDOMINIUM ASSOCIATION
(32) 990 N LAKE SHORE DRIVE HOME OWNERS
(33) A & R JANITORIAL (LINCOLN)
(34) A & R JANITORIAL SERVICE INC
(35) A & R JANITORIAL SERVICES (MC COR)
(36) A & R JANITORIAL SERVICES (MIDWAY)
(37) A & R JANITORIAL SERVICES (O'HARE)
(38) AKA PARKING INC
(39) ABM JANITORIAL SERVICES INC
(40) ABM PARKING - COMM
(41) ABM PARKING - VALET
(42) ABS LLC
(43) ADAMS WINTERFIELD & SULLIVAN
(44) ADDIS PARKING
(45) ADDUCI-DUNCAN-ZIMNY
(46) ADINAMIS & CORLISS FUNERAL DIRECTORS
(47) AERO REMOVAL
(48) AHLGRIM AND SONS FUNERAL AND
(49) AHLGRIM FMLY FUNERAL SERVICES LTD
(50) AHLGRIM FUNERAL HOME
(51) ALL IN ONE SUPPLY
(52) AMERICAN MORTUARY SERVICE OF CHGO
(53) AMERICAN PARKING SERVICE - VALET
(54) AMERICAN PARKING SERVICE- COMM
(55) ANDREW DISTRIBUTION INC
(56) ANDREW J MC GANN & SON
(57) ANELLO FUNERAL & CREMATION SERVICES
(58) ANTHONY DICANIO
(59) ANTHONY J LUPO FUNERAL DIRECTOR
(60) ANTONIO LETIZIA
(61) ARLINGTON PARK RACECOURSE LLC
(62) AUTO PARK LLC
(63) BARR FUNERAL HOME
(64) BEHNKE-MCKENNA LLC
(65) BELMONT FUNERAL HOME
(66) BEVERLY RIDGE FUNERAL HOME
(67) BEYOND FUNERAL SERVICES INC
(68) BORMANN FUNERAL HOME
(69) BRUST FUNERAL HOME
(70) C & W SERVICES
(71) CAPITAL PARKING - COMM
(72) CAPITAL PARKING - VALET
(73) CAPPETTA FUNERAL HOME INC
(74) CARL SANDBURG VILLAGE CONDO ASSOC #1
(75) CASEY LASKOWSKI FUNERAL HOME
(76) CCS TRUCKING COMPANY
(77) CHACAGO INC
(78) CHESED V'EMET LLC
(79) CHICAGO JEWISH FUNERALS
(80) CHICAGO TRIBUNE DRIVERS
(81) CHICAGO ZOOLOGICALBROOKFIELD ZOO
(82) CHICAGOLAND REMOVALS
(83) CITY OF HARVARD
(84) CITY OF WOOD DALE POLICE DEPARTMENT
(85) COLONIAL CHAPEL LTD
(86) COLONIAL-WOJCIECHOWSKI FUNERAL HOME
(87) COMMUNITY SPECIALISTS-555 CORNELIA
(88) COONEY FUNERAL HOME
(89) COUNTRYSIDE FUNERAL HOME
(90) COURTESY VALET SERVICE INC - VALET
(91) CPO HOSPITALITY LLC
(92) CUMBERLAND CHAPELS INC
(93) CVS PHARMACY
(94) CZARNOWSKI DISPLAY SERVICE
(95) DALCAMO FUNERAL HOME
(96) DAMAR-KAMINSKI F H
(97) DANIEL A TYBOR
(98) DARIEN LIVERY
(99) DAVID PALACZ
(100) DAVID WINGE
(101) DIRECT EMPLOYEE PAYMENT CO - COMM
(102) DIRECT EMPLOYEE PAYMENT CO - VALET
(103) DONNELLAN FAMILY FUNERAL SERVC
(104) DOUBLETREE HOTEL
(105) DOUBLETREE ROSEMONT HOTEL
(106) DRAKE TOWER APARTMENTS
(107) DUPAGE LIVERY SERVICE
(108) DUPAGE MORTUARY SERVICE
(109) DURANTE FUNERAL SERVICE
(110) EDWARD HOTEL CHICAGO LLC
(111) ELMWOOD CHAPEL
(112) EMBASSY SUITES
(113) ENCORE HOSPITALITY SERVICES - COMM
(114) EUGENE DYBINSKI
(115) EVANSTON FUNERAL AND CREMATION
(116) FAULKNER HOUSE MANAGEMENT
(117) FREELS FUNERAL SERVICE
(118) FRIEDRICHS FUNERAL HOME INC
(119) GES EXPOSITION
(120) GERARD MORGAN JR FUNERAL DIRECTORS
(121) GO AIRPORT EXPRESS
(122) GOLDMAN FUNERAL GROUP
(123) GRIFFIN LIVERY
(124) GRUNDY COUNTY ETSB - SUPERVISORS
(125) HABEN FUNERAL HOME
(126) HALLOWELL FUNERAL SERVICE
(127) HALPIN FUNERAL DIRECTORS INC
(128) HARBOR HOUSE CONDOMINIUMSSUDLER
(129) HAWTHORNE RACE COURSE-VALET
(130) HEENEY FUNERAL HOME
(131) HENRY FREITAG
(132) HILTON MANAGEMENT LLC (O'HARE)
(133) HOLIDAY INN CHICAGO O'HARE
(134) HOLIDAY INN EXPRESS HOTEL & SUITES
(135) HORIZON HOUSE-COMMUNITY SPECIALISTS
(136) HOTEL ORRINGTON EVANSTON
(137) HOTEL ORRINGTON EVANSTON - COMM
(138) HUMES FH ENTERPRISES INC
(139) HYATT REGENCY CHICAGO
(140) HYATT REGENCY OHARE
(141) HYATT REGENCY O'HARE - VALET
(142) ILLINOIS DEPT OF TRANSPORTATION
(143) ILLINOIS STATE POLICE
(144) ILLINOIS TOLLWAY
(145) IMPERIAL PARKING (US) INC
(146) IMPERIAL REMOVAL & EMBALMING SERVICE
(147) INTERPARK
(148) INTERPARK VALET CONTRACT
(149) J & J MOTOR SERVICE
(150) JAMES CROOK FUNERAL SERVICE INC
(151) JOHN E MALONEY COMPANY
(152) JOHN GRADY
(153) JOHN JR INSTALLATIONS
(154) JOHN LIGDA
(155) JOHN RIFE
(156) KAHLE-MOORE FUNERAL HOME
(157) KERRY FUNERAL HOME
(158) KOSARY FUNERAL HOME
(159) LAKE POINT TOWER MANAGEMENT
(160) LANIER PARKING
(161) LAWN FUNERAL HOME LTD
(162) LAWRENCE FRIEL
(163) LAZ PARKING - 1 E 8TH GARAGE
(164) LAZ PARKING - 1 E WACKER 127
(165) LAZ PARKING - 100 E WALTON
(166) LAZ PARKING - 111 E WACKER
(167) LAZ PARKING - 111 W WACKER
(168) LAZ PARKING - 1212 LAKE SHORE DRIVE
(169) LAZ PARKING - 1250 N DEARBORN GAR
(170) LAZ PARKING - 1350 N LAKE SHORE DR
(171) LAZ PARKING - 150 N WACKER
(172) LAZ PARKING - 210 N WELLS GARAGE
(173) LAZ PARKING - 500 LAKE SHORE DRIVE
(174) LAZ PARKING - 511 N COLUMBUS
(175) LAZ PARKING - 511 N COLUMBUS DR
(176) LAZ PARKING - 70 W MADISON GARAGE
(177) LAZ PARKING - 850 LAKE SHORE DRIVE
(178) LAZ PARKING - AMA PLAZA GARAGE
(179) LAZ PARKING - CAMBRIA HOTEL & SUITES
(180) LAZ PARKING - CHICAGO ATHLETIC ASSOC
(181) LAZ PARKING - CHICAGO CALL CENTER
(182) LAZ PARKING - CITADEL CENTER
(183) LAZ PARKING - CLYBOURN
(184) LAZ PARKING - GRAND OHIO
(185) LAZ PARKING - GRAND PLAZA - 405
(186) LAZ PARKING - HAMPTON INN NORTH LOOP
(187) LAZ PARKING - HARPER COURT GARAGE
(188) LAZ PARKING - HILTON GARDEN
(189) LAZ PARKING - HYATT CENTRIC LOOP
(190) LAZ PARKING - HYATT MAGNIFICENT MILE
(191) LAZ PARKING - HYATT PLACE HARPER CT
(192) LAZ PARKING - HYATT REGENCY CHICAGO
(193) LAZ PARKING - JOHN HANCOCK CENTER
(194) LAZ PARKING - LOC 193
(195) LAZ PARKING - MALIBU CONDOMINIUMS
(196) LAZ PARKING - METER 123
(197) LAZ PARKING - PARKVIEW GARAGE
(198) LAZ PARKING - RESIDENCE INN
(199) LAZ PARKING - RIVER EAST 600434
(200) LAZ PARKING - SHERATON HOTEL 197
(201) LAZ PARKING - SWISSOTEL 323 WACKER
(202) LAZ PARKING - THE CARLYLE
(203) LAZ PARKING - VALET WESTIN CHICAGO
(204) LAZ PARKING - VICEROY HOTEL
(205) LAZ PARKING - VIRGIN HOTEL
(206) LAZ PARKING - WYNDHAM GRAND
(207) LAZ PARKING (HILTON SUITES #119)
(208) LAZ PARKING- 5333 N SHERIDAN
(209) LAZ PARKING-260 CHESTNUT-170
(210) LEGACY PARKING
(211) LEONARD ZIELINSKI FUNERAL DRCTR LMTD
(212) LOUIS MARTINO JR
(213) LOWELL HOUSE CONDO - 88 W SCHILLER
(214) M J SUERTH FUNERAL HOME
(215) MAHER FUNERAL SERVICES
(216) MARK GIANCOLA
(217) MATZ FUNERAL HOME INC
(218) METRO MORTUARY TRANSPORT
(219) METROPOLITAN 1 LLC - COMM
(220) METROPOLITAN VALET - VALET
(221) MICHAEL COLETTA SONS LTD
(222) MID-CITY PARKING INC
(223) MIDWEST MORTUARY SERVICE
(224) MILLENNIUM PARK LIVING INC
(225) MODELL FUNERAL HOME
(226) MRAZEK LIVERY SERVICE INC
(227) MSC CHICAGO
(228) NATHAN TAMAYO
(229) NAVY PIER INC
(230) NORTHERN ILLINOIS FUNERAL SERVICE
(231) NORTHWEST MOSQUITO ABATEMENT
(232) O'HARE SHUTTLE BUS
(233) OMEGA PARKING OF CHICAGO
(234) ONE EAST SCHILLER
(235) ONE PARKING
(236) ORRICO FUNERAL SERVICE
(237) PALMOLIVE BLD CONDOMINIUM ASSOCIATIO
(238) PALMOLIVE BLD LANDMARK RESIDENCE
(239) PANOZZO BROTHERS FUNERAL HOME
(240) PARK 1 (535 N ST CLAIRE)
(241) PARK 1 - 600 CLARK
(242) PARK 1 - ALLEGRO HOTEL
(243) PARK 1 - MAIN OFFICE
(244) PARK 1 (1301 N STATE ST)
(245) PARK 1 (162 E ONTARIO)
(246) PARK 1 (328 S WABASH)
(247) PARK 1 (525 S WABASH)
(248) PARK 1 (57 E WACKER)
(249) PARK 1 (601 S DEARBORN)
(250) PARK 1 (603 W MONROE)
(251) PARK 1 (623 W MONROE)
(252) PARK 1 (65 E WACKER MORTONS)
(253) PARK 1 (701 W FULTON CARNIVALE)
(254) PARK 1 (711 S PLYMOUTH)
(255) PARK 1 (850 WASHINGTON)
(256) PARK 1 (ALLERTON HOTEL)
(257) PARK 1 (AVENUE HOTEL)
(258) PARK 1 (CONGRESS HOTEL)
(259) PARK 1 (GRAY HOTEL)
(260) PARK 1 (PALOMAR HOTEL)
(261) PARK ASTOR CONDOMINIUM ASSOC
(262) PARK PLUS LLC
(263) PARK TOWER CONDOMINIUM ASSOCIATION
(264) PARK USA INC - VALET
(265) PARKING SERVICES INC - COMM
(266) PARKING SERVICES INC
(267) PEOPLES AUTO PARKING COMPANY
(268) PETER MARTINO FUNERAL DIRECTOR
(269) PIONEER PARKING - 1415 N DEARBORN
(270) PIONEER PARKING - 190 WALTON
(271) PIONEER PARKING - 2800 LAKE SHORE DR
(272) PIONEER PARKING - 3550 N LSD
(273) PIONEER PARKING - 3600 LSD
(274) PIONEER PARKING - AMBASSADOR HOUSE
(275) PIONEER PARKING - AUDIT
(276) PIONEER PARKING INC - 3950
(277) PIONEER PARKING INC - ASTOR HOUSE
(278) PIONEER PARKING INC-201 CHESTNUT
(279) PIONEER PARKING-3440 N LSD
(280) PIONEER PARKING-CONSTELLATION GARAGE
(281) PREFLIGHT LLC
(282) PUBLIC PARKING (14 E CEDAR)
(283) PUBLIC PARKING (3157 N BROADWAY)
(284) R JAY LIVERY
(285) R J SHEEHY & SONS FUNERAL
(286) R JAY LIVERY SERVICE
(287) RAYMOND HERNANDEZ
(288) REAVIS HIGH SCHOOL DISTRICT NO 220
(289) RICHARD J MODELL FUNERAL HOME AND
(290) RICHARD-MIDWAY FUNERAL HOME
(291) RIVER NORTH CAR WASH INC
(292) ROCKWELL CONSTRUCTION LLC
(293) ROLLEX CORPORATION
(294) ROMANO TUAZON FUNERAL & CREMATION
(295) ROSEMOOR FUNERAL HOME
(296) ROSSI FAMILY FUNERAL SERVICES LLC
(297) RYAN-PARKE FUNERAL HOME
(298) S & L FUNERAL SERVICES INC
(299) SABRINA LABARBERA
(300) SALERNO GALEWOOD CHAPELS
(301) SALSTAR MANAGEMENT INC
(302) SALSTAR MANAGEMENT-860880 LSD
(303) SAX-TIEDEMANN FUNERAL HOME
(304) SCHIELKA-ADDISON STREET FUNERAL HOME
(305) SCHMAEDEKE FUNERAL HOME
(306) SEGERT LIVERY SERVICE LLC
(307) SERVICE LIVERY INC
(308) SHALOM MEMORIAL FUNERALS
(309) SHAY'S VALET INC
(310) SHINE CAR SERVICES
(311) SHORELINE PARK
(312) SIEDLECKI LIVERY SERVICE INC
(313) SKAJA FUNERAL HOME
(314) SMG -MPEA SECURITY
(315) SMITH MAINTENANCE COMPANY
(316) SNOZBERRY LIVERY LLC
(317) SPACE CENTER DISTRIBUTION
(318) STANDARD PARKING - MAIN
(319) STANDARD PARKING - VALET
(320) STEVEN STETSON
(321) SUDLER MGMT (AMERICANA)
(322) TALAGA FUNERAL SERVICES
(323) TEAMSTERS JOINT COUNCIL 25
(324) TEAMSTERS LOCAL 700
(325) THE GRUNDY COUNTY ETSB
(326) THE RESIDENCES AT RIVERBEND GARAGE
(327) THE VARGAS GROUP
(328) THE WELLINGTON CONDOMINIUM ASSOC
(329) TOON FUNERAL HOMES LTD
(330) TRINITY FUNERAL SERVICES
(331) VALET PARKING AUTHORITY
(332) VALET PARKING AUTHORITY - COMM
(333) VANCE LIVERY SERVICE INC
(334) VILLAGE OF BEECHER
(335) VILLAGE OF EAST HAZEL CREST
(336) VILLAGE OF ORLAND HILLS
(337) VILLAGE OF PEOTONE POLICE DEPARTMENT
(338) VILLAGE OF SOUTH CHICAGO HEIGHTS
(339) VITUCCI FUNERAL HOME
(340) VPS PARKING MANAGEMENT - COMM
(341) VPS PARKING MANAGEMENT - VALET
(342) WALTER POMIERSKI & SON LTD
(343) WAUCONDA FUNERAL HOME PC
(344) WELLS COMPANIES PARK FUND
(345) WENBAN FUNERAL HOME
(346) WE'RE CLEANING
(347) WESTLAWN JEWISH FUNERALS INC
(348) WILLIAMS-KAMPP FUNERAL HOME
(349) WIN WIN AGAIN LLC
(350) WOLNIAK FUNERAL HOME LTD
(351) ZIMMERMAN & SANDEMAN
(352) 1100 LAKE SHORE DRIVE CONDO ASSOC
(353) 1110 LAKE SHORE ASSOCIATION
(354) 1150 CONDO ASSOCIATION (SUDLER)
(355) 1240 CONDOMINIUM ASSOCIATION
(356) 1300 LAKE SHORE DRIVE CONDO ASSOC
(357) 1300 W HIGGINS
(358) 1410 N STATE PARKWAY CONDO
(359) 1420 SHERIDAN ROAD CONDO CORPORATION
(360) 1500 LAKE SHORE DRIVE (SUDLER MGMT)
(361) 155 HARBOR POINT CONDO ASSOC
(362) 1550 CONDO ASSOCIATION - FIRST SERV
(363) 1555 ASTOR CONDO ASSOCIATION
(364) 1616 CONDO ASSOCIATION-CHICAGOLAND
(365) 1700 E 56TH ST CONDOMINIUM
(366) 200 EAST DELAWARE CONDOMINIUM ASSOC
(367) 209 E LAKE SHORE DRIVE CORP
(368) 2400 N LAKEVIEW CONDOMINIUM ASSOC
(369) 2500 LAKEVIEW CONDOMINIUM ASSOC
(370) 2909 N SHERIDAN ROAD CONDO ASSN
(371) 2930 SHERIDAN TOWER CONDO ASSOC
(372) 30 EAST ELM
(373) 3150 LAKE SHORE CONDOMINIUMS
(374) 3180 CONDOMINIUM ASSOCIATION
(375) 33 E CEDAR CONDOMINIUMS
(376) 3470 N LAKE SHORE DRIVE
(377) 3800 LAKE SHORE DRIVE CONDO ASSOC
(378) 3800 LAKE SHORE DRIVE CONDOMINIUM
(379) 3900 LAKE SHORE DRIVE CONDO ASSOC
(380) 399 CORPORATION
(381) 5757 N SHERIDAN ROAD CONDO ASSOC
(382) 777 CONDOMINIUM ASSOCIATION
(383) 990 N LAKE SHORE DRIVE HOME OWNERS
(384) A & R JANITORIAL (LINCOLN)
(385) A & R JANITORIAL SERVICE INC
(386) A & R JANITORIAL SERVICE INC
(387) A & R JANITORIAL SERVICES (MC COR)
(388) A & R JANITORIAL SERVICES (MIDWAY)
(389) A & R JANITORIAL SERVICES (O'HARE)
(390) AKA PARKING INC
(391) ABM JANITORIAL SERVICES INC
(392) ABM PARKING - COMM
(393) ABM PARKING - VALET
(394) ABS LLC
(395) ADAMS WINTERFIELD & SULLIVAN
(396) ADDIS PARKING & VALET
(397) ADDUCI-DUNCAN-ZIMNY
(398) ADINAMIS & CORLISS FUNERAL DIRECTORS
(399) AERO REMOVAL
(400) AHLGRIM AND SONS FUNERAL AND
(401) AHLGRIM FMLY FUNERAL SERVICES LTD
(402) AHLGRIM FUNERAL HOME
(403) ALL IN ONE SUPPLY
(404) AMERICAN MORTUARY SERVICE OF CHGO
(405) AMERICAN PARKING SERVICE - VALET
(406) AMERICAN PARKING SERVICE- COMM
(407) ANDREW DISTRIBUTION INC
(408) ANELLO FUNERAL & CREMATION SERVICES
(409) ANTHONY DICANIO
(410) ANTHONY J LUPO FUNERAL DIRECTOR
(411) ANTONIO LETIZIA
(412) ARLINGTON PARK RACECOURSE LLC
(413) ARLINGTON PARK RACECOURSE LLC
(414) AUTO PARK LLC
(415) BARR FUNERAL HOME
(416) BEHNKE-MCKENNA LLC
(417) BELMONT FUNERAL HOME
(418) BEVERLY RIDGE FUNERAL HOME
(419) BEYOND FUNERAL SERVICES INC
(420) BORMANN FUNERAL HOME
(421) BRADY-GILL FUNERAL HOME
(422) BRUST FUNERAL HOME
(423) C & W SERVICES
(424) CAPITAL PARKING - COMM
(425) CAPITAL PARKING - VALET
(426) CAPPETTA FUNERAL HOME INC
(427) CARL SANDBURG VILLAGE CONDO ASSOC #1
(428) CASEY LASKOWSKI FUNERAL HOME
(429) CCS TRUCKING COMPANY
(430) CHACAGO INC
(431) CHESED V'EMET LLC
(432) CHICAGO JEWISH FUNERALS
(433) CHICAGO TRIBUNE DRIVERS
(434) CHICAGO ZOOLOGICALBROOKFIELD ZOO
(435) CHICAGOLAND REMOVALS
(436) CITY OF WOOD DALE POLICE DEPARTMENT
(437) COLONIAL CHAPEL LTD
(438) COLONIAL-WOJCIECHOWSKI FUNERAL HOME
(439) COMMUNITY SPECIALISTS-555 CORNELIA
(440) COONEY FUNERAL HOME
(441) COUNTRYSIDE FUNERAL HOME
(442) COURTESY VALET SERVICE INC - VALET
(443) CPO HOSPITALITY LLC
(444) CUMBERLAND CHAPELS INC
(445) CVS PHARMACY
(446) CZARNOWSKI DISPLAY SERVICE
(447) DALCAMO FUNERAL HOME
(448) DAMAR-KAMINSKI F H
(449) DANIEL A TYBOR
(450) DARIEN LIVERY
(451) DAVID PALACZ FUNERAL SERVICE LTD
(452) DAVID WINGE
(453) DE LA TORRE FUNERAL HOME
(454) DIRECT EMPLOYEE PAYMENT CO - COMM
(455) DIRECT EMPLOYEE PAYMENT CO - VALET
(456) DONNELLAN FAMILY FUNERAL SERVC
(457) DOUBLETREE HOTEL
(458) DOUBLETREE ROSEMONT HOTEL
(459) DRAKE TOWER APARTMENTS
(460) DUPAGE LIVERY SERVICE
(461) DUPAGE MORTUARY SERVICE
(462) DURANTE FUNERAL SERVICE
(463) EDWARD HOTEL CHICAGO LLC
(464) ELMWOOD CHAPEL
(465) EMBASSY SUITES
(466) EUGENE DYBINSKI
(467) EVANSTON FUNERAL AND CREMATION
(468) FAULKNER HOUSE MANAGEMENT
(469) FREELS FUNERAL SERVICE
(470) FREEMAN EXPOSITIONS LLC
(471) FRIEDRICHS FUNERAL HOME INC
(472) GERARD MORGAN JR FUNERAL DIRECTORS
(473) GO AIRPORT EXPRESS
(474) GOLDMAN FUNERAL GROUP
(475) GRIFFIN LIVERY
(476) GRUNDY COUNTY ETSB - SUPERVISORS
(477) HABEN FUNERAL HOME
(478) HALLOWELL FUNERAL SERVICE
(479) HALPIN FUNERAL DIRECTORS INC
(480) HARBOR HOUSE CONDOMINIUMSSUDLER
(481) HAWTHORNE RACE COURSE-VALET
(482) HEENEY FUNERAL HOME
(483) HENRY FREITAG
(484) HILTON MANAGEMENT LLC (O'HARE)
(485) HILTON ORRINGTON EVANSTON
(486) HILTON ORRINGTON EVANSTON - COMM
(487) HOLIDAY INN CHICAGO O'HARE
(488) HORIZON HOUSE-COMMUNITY SPECIALISTS
(489) HUMES FH ENTERPRISES INC
(490) HYATT REGENCY CHICAGO
(491) HYATT REGENCY OHARE
(492) HYATT REGENCY O'HARE - VALET
(493) ILLINOIS DEPT OF TRANSPORTATION
(494) ILLINOIS STATE POLICE
(495) ILLINOIS TOLLWAY
(496) IMPERIAL PARKING (US) INC
(497) IMPERIAL REMOVAL & EMBALMING SERVICE
(498) INTERPARK
(499) INTERPARK VALET CONTRACT
(500) J & J MOTOR SERVICE
(501) JAMES CROOK FUNERAL SERVICE INC
(502) JOHN E MALONEY COMPANY
(503) JOHN G ADINAMIS FUNERAL DIRECTOR
(504) JOHN GRADY
(505) JOHN JR INSTALLATIONS
(506) JOHN LIGDA
(507) JOHN RIFE
(508) KERRY FUNERAL HOME OF PALOS HEIGHTS
(509) KOSARY FUNERAL HOME
(510) LAKE POINT TOWER MANAGEMENT
(511) LANIER PARKING
(512) LAWN FUNERAL HOME LTD
(513) LAWRENCE FRIEL
(514) LAZ PARKING - 1 E WACKER 127
(515) LAZ PARKING - 100 E HURON
(516) LAZ PARKING - 100 E WALTON
(517) LAZ PARKING - 111 E WACKER
(518) LAZ PARKING - 111 W WACKER
(519) LAZ PARKING - 1212 LAKE SHORE DRIVE
(520) LAZ PARKING - 1250 N DEARBORN GAR
(521) LAZ PARKING - 1350 N LAKE SHORE DR
(522) LAZ PARKING - 150 N WACKER
(523) LAZ PARKING - 210 N WELLS GARAGE
(524) LAZ PARKING - 30 W MONROE
(525) LAZ PARKING - 500 LAKE SHORE DRIVE
(526) LAZ PARKING - 511 N COLUMBUS
(527) LAZ PARKING - 511 N COLUMBUS DR
(528) LAZ PARKING - 70 W MADISON GARAGE
(529) LAZ PARKING - 850 LAKE SHORE DRIVE
(530) LAZ PARKING - AMA PLAZA GARAGE
(531) LAZ PARKING - CAMBRIA HOTEL & SUITES
(532) LAZ PARKING - CHICAGO ATHLETIC ASSOC
(533) LAZ PARKING - CHICAGO CALL CENTER
(534) LAZ PARKING - CITADEL CENTER
(535) LAZ PARKING - CLYBOURN
(536) LAZ PARKING - COMM
(537) LAZ PARKING - GRAND OHIO
(538) LAZ PARKING - GRAND PLAZA - 405
(539) LAZ PARKING - HAMPTON INN NORTH LOOP
(540) LAZ PARKING - HARPER COURT GARAGE
(541) LAZ PARKING - HYATT CENTRIC LOOP
(542) LAZ PARKING - HYATT MAGNIFICENT MILE
(543) LAZ PARKING - HYATT PLACE HARPER CT
(544) LAZ PARKING - HYATT REGENCY CHICAGO
(545) LAZ PARKING - JOHN HANCOCK CENTER
(546) LAZ PARKING - LOC 193
(547) LAZ PARKING - MALIBU CONDOMINIUMS
(548) LAZ PARKING - METER 123
(549) LAZ PARKING - PARKVIEW GARAGE
(550) LAZ PARKING - PRESIDENTIAL TOWERS
(551) LAZ PARKING - RESIDENCE INN
(552) LAZ PARKING - RIVER EAST 600434
(553) LAZ PARKING - SHERATON HOTEL 197
(554) LAZ PARKING - SWISSOTEL 323 WACKER
(555) LAZ PARKING - THE CARLYLE
(556) LAZ PARKING - VALET
(557) LAZ PARKING - VALET WESTIN CHICAGO
(558) LAZ PARKING - VICEROY HOTEL
(559) LAZ PARKING - WYNDHAM GRAND
(560) LAZ PARKING (HILTON SUITES #119)
(561) LAZ PARKING- 5333 N SHERIDAN
(562) LAZ PARKING-260 CHESTNUT-170
(563) LEGACY PARKING
(564) LEONARD ZIELINSKI FUNERAL DRCTR LMTD
(565) LOUIS MARTINO JR
(566) LOWELL HOUSE CONDOMINIUM ASSOCIATION
(567) M J SUERTH FUNERAL HOME
(568) MARK GIANCOLA
(569) MATZ FUNERAL HOME INC
(570) MC CAR SERVICE INC
(571) METRO MORTUARY TRANSPORT
(572) METROPOLITAN 1 LLC - COMM
(573) METROPOLITAN VALET - VALET
(574) MICHAEL COLETTA SONS LTD
(575) MILLENNIUM PARK LIVING INC
(576) MODELL FUNERAL HOME
(577) MRAZEK LIVERY SERVICE INC
(578) MSC CHICAGO
(579) NAVY PIER INC
(580) NORTHERN ILLINOIS FUNERAL SERVICE
(581) NORTHWEST MOSQUITO ABATEMENT
(582) O'HARE SHUTTLE BUS
(583) OMEGA PARKING OF CHICAGO
(584) ONE EAST SCHILLER
(585) ONE PARKING
(586) ORION REMOVAL
(587) ORRICO FUNERAL SERVICE
(588) PALMOLIVE BLD CONDOMINIUM ASSOCIATIO
(589) PANOZZO BROTHERS FUNERAL HOME
(590) PARK 1 (535 N ST CLAIRE)
(591) PARK 1 - 600 CLARK
(592) PARK 1 - ALLEGRO HOTEL
(593) PARK 1 - MAIN OFFICE
(594) PARK 1 (1301 N STATE ST)
(595) PARK 1 (162 E ONTARIO)
(596) PARK 1 (328 S WABASH)
(597) PARK 1 (525 S WABASH)
(598) PARK 1 (57 E WACKER)
(599) PARK 1 (603 W MONROE)
(600) PARK 1 (65 E WACKER MORTONS)
(601) PARK 1 (701 W FULTON CARNIVALE)
(602) PARK 1 (711 S PLYMOUTH)
(603) PARK 1 (850 WASHINGTON)
(604) PARK 1 (ALLERTON HOTEL)
(605) PARK 1 (AVENUE HOTEL)
(606) PARK 1 (CONGRESS HOTEL)
(607) PARK 1 (GRAY HOTEL)
(608) PARK 1 (PALOMAR HOTEL)
(609) PARK ASTOR CONDOMINIUM ASSOC
(610) PARK PLUS LLC
(611) PARK PLUS LLC - VALET
(612) PARK TOWER CONDOMINIUM ASSOCIATION
(613) PARK USA INC - VALET
(614) PARKING SERVICES INC - COMM
(615) PARKING SERVICES INC
(616) PEOPLES AUTO PARKING COMPANY
(617) PETER MARTINO FUNERAL DIRECTOR
(618) PETERSEN REMOVAL SERVICES
(619) PIONEER PARKING - 1415 N DEARBORN
(620) PIONEER PARKING - 190 WALTON
(621) PIONEER PARKING - 2800 LAKE SHORE DR
(622) PIONEER PARKING - 3550 N LSD
(623) PIONEER PARKING - 3600 LSD
(624) PIONEER PARKING - AMBASSADOR HOUSE
(625) PIONEER PARKING - LAKE POINT TOWER
(626) PIONEER PARKING INC - 3950
(627) PIONEER PARKING INC - ASTOR HOUSE
(628) PIONEER PARKING INC-201 CHESTNUT
(629) PIONEER PARKING-3440 N LSD
(630) PIONEER PARKING-6007 SHERIDAN MALIBU
(631) PREFLIGHT LLC
(632) R JAY LIVERY
(633) R J SHEEHY & SONS FUNERAL
(634) R JAY LIVERY SERVICE
(635) RAYMOND HERNANDEZ
(636) REAVIS HIGH SCHOOL DISTRICT NO 220
(637) RICHARD J MODELL FUNERAL HOME AND
(638) RICHARD-MIDWAY FUNERAL HOME
(639) RIVER NORTH CAR WASH INC
(640) ROBERT'S LIVERY SERVICE
(641) ROCKWELL CONSTRUCTION LLC
(642) ROLLEX CORPORATION
(643) ROMANO TUAZON FUNERAL & CREMATION
(644) ROSEMOOR FUNERAL HOME
(645) RYAN-PARKE FUNERAL HOME
(646) S & L FUNERAL SERVICES INC
(647) SABRINA LABARBERA
(648) SALERNO GALEWOOD CHAPELS
(649) SALSTAR MANAGEMENT INC
(650) SALSTAR PARKING MANAGEMENT-860 LSD
(651) SAX-TIEDEMANN FUNERAL HOME
(652) SCHIELKA-ADDISON STREET FUNERAL HOME
(653) SCHMAEDEKE FUNERAL HOME
(654) SEGERT LIVERY SERVICE LLC
(655) SERVICE LIVERY INC
(656) SHALOM MEMORIAL FUNERALS
(657) SHAY'S VALET INC
(658) SHINE CAR SERVICES
(659) SHORELINE PARK
(660) SIEDLECKI LIVERY SERVICE INC
(661) SKAJA FUNERAL HOME
(662) SMG -MPEA SECURITY
(663) SMITH MAINTENANCE COMPANY
(664) SNOZBERRY LIVERY LLC
(665) STANDARD PARKING - MAIN
(666) STANDARD PARKING - VALET
(667) STEVEN STETSON
(668) SUDLER MGMT (AMERICANA)
(669) TALAGA FUNERAL SERVICES
(670) TEAMSTERS JOINT COUNCIL 25
(671) TEAMSTERS LOCAL 700
(672) THE GRUNDY COUNTY ETSB
(673) THE RESIDENCES AT RIVERBEND GARAGE
(674) THE VARGAS GROUP
(675) THE WELLINGTON CONDOMINIUM ASSOC
(676) TOON FUNERAL HOMES LTD
(677) TRADESHOW TRANSPORTATION LLC
(678) TRIBUTE FUNERAL SERVICES LLC
(679) TRINITY FUNERAL SERVICES
(680) TWENTIETH CENTURY FOX - THE CHI
(681) UNITED BUILDING MAINTENANCE INC
(682) USA PARKING LLC
(683) VALET PARKING AUTHORITY
(684) VALET PARKING AUTHORITY - COMM
(685) VALET PARKING AUTHORITY SERVICES
(686) VALET PARKING AUTHORITY SERVICES-COM
(687) VANCE LIVERY SERVICE INC
(688) VILLAGE OF BEECHER
(689) VILLAGE OF EAST HAZEL CREST
(690) VILLAGE OF MONEE - PD
(691) VILLAGE OF MONEE - PUBLIC WORKS
(692) VILLAGE OF ORLAND HILLS
(693) VILLAGE OF PEOTONE POLICE DEPARTMENT
(694) VILLAGE OF SOUTH CHICAGO HEIGHTS
(695) VITUCCI FUNERAL HOME
(696) VPS PARKING MANAGEMENT - COMM
(697) VPS PARKING MANAGEMENT - VALET
(698) WALTER POMIERSKI & SON LTD
(699) WAUCONDA FUNERAL HOME PC
(700) WELLS COMPANIES PARK FUND
(701) WENBAN FUNERAL HOME
(702) WE'RE CLEANING
(703) WESTLAWN JEWISH FUNERALS INC
(704) WILLIAMS-KAMPP FUNERAL HOME
(705) WIN WIN AGAIN LLC

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved
(1) TEAMSTERS LOCAL UNION NO 727 PENSION FUND	O	707,697
(2) TEAMSTERS LOCAL UNION NO 727 PENSION FUND	P	1,021,807
(3) TEAMSTERS LOCAL UNION NO 727 PENSION FUND	S	179,655
(4) TEAMSTERS LOCAL UNION NO 727 PENSION FUND	N	32,021
(5) TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND	N	28,694

Schedule R (Form 990) 2018

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation
FORM 990, SCHEDULE R, PART IV	THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	81,901,969	85,076,141
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	366,129	916,987
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	82,268,098	85,993,128
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	62,156,658	58,048,350
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	904,180	920,076
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	733,467	770,557
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	63,794,305	59,738,983
19	Revenue less expenses. Subtract line 18 from line 12.......	18,473,793	26,254,145
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	28,368,320	50,004,635
21	Total liabilities (Part X, line 26).............	26,843,878	21,934,494
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,524,442	28,070,141

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) MICHAEL DEGARD...................................................................... TRUSTEE	2.50 ................. 40.00	X				0	126,213	66,053
(2) CARL TOMINBERG...................................................................... TRUSTEE	12.00 ................. 16.00	X				0	113,574	0
(3) GREG YOUMANS...................................................................... TRUSTEE	11.00 ................. 19.00	X				0	92,128	0
(4) ROBERT SHEEHY...................................................................... TRUSTEE	3.00 ................. 3.30	X				0	0	0
(5) JOHN MCCARTHY...................................................................... TRUSTEE	3.00 ................. 3.30	X				0	0	0
(6) JOHN T COLI JR...................................................................... TRUSTEE	2.50 ................. 40.00	X				0	326,896	96,023
(7) NICHOLAS MICALETTI...................................................................... TRUSTEE	2.50 ................. 40.00	X				0	135,235	67,876
(8) ZACHARY FRANKENBACH...................................................................... TRUSTEE	2.50 ................. 40.00	X				0	0	0
(9) WILLIAM COLI...................................................................... FUND MANAGER	31.00 ................. 22.00		X			0	264,787	93,201
(10) BENEDICT AFFETTO...................................................................... CFR	26.00 ................. 19.00			X		0	133,050	68,453
(11) ROBERT MACARTHUR...................................................................... CFR	28.00 ................. 17.00			X		0	133,050	68,453
(12) MELVIN PRYOR...................................................................... CFR	30.00 ................. 15.00			X		0	133,050	68,453
(13) SCOTT JOHNSON...................................................................... CFR	28.00 ................. 17.00			X		0	133,050	68,453
(14) ROBERT LAINO...................................................................... ASST. FUND MANAGER	11.00 ................. 34.00			X		0	157,894	73,496
(15) STEPHANIE BRINSON...................................................................... TRUSTEE - FORMER	2.50 ................. 40.00				X	0	187,243	78,852

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	1,936,170	749,313

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	84,285,522	84,285,522
b	PAYROLL AUDIT COLLECTIONS	900099	513,629	513,629
c	PARTICIPANT CONTRIBUTIONS	900099	276,990	276,990
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		85,076,141

3 Investment income (including dividends, interest, and othersimilar amounts) ......			976,539			976,539
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		52,932,848
b	Less: cost or other basis and sales expenses		52,992,400
c	Gain or (loss)		-59,552
d	Net gain or (loss).....			-59,552	-59,552
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			85,993,128	85,016,589	0	976,539

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members	58,048,350
5	Compensation of current officers, directors, trustees, and key employees ....	133,342
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	460,023
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	159,653
9	Other employee benefits .......	128,855
10	Payroll taxes ...........	38,203
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	343,587
c	Accounting ...........	195,242
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	29,699
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	42,680
12	Advertising and promotion ....
13	Office expenses .......	65,426
14	Information technology ......	11,500
15	Royalties ..
16	Occupancy ...........	17,376
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	16,943
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	12,424
23	Insurance ...	33,661
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEMBERSHIP FEES	2,019
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	59,738,983
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,049,312	1	1,478,886
2	Savings and temporary cash investments .........			534,821	2	2,700,821
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			9,393,489	4	8,148,120
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			20,061	9	21,547
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	139,233
b	Less: accumulated depreciation	10b	96,286	55,371	10c	42,947
11	Investments—publicly traded securities .			12,466,476	11	30,403,929
12	Investments—other securities. See Part IV, line 11 .....			2,420,968	12	5,988,493
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			1,427,822	15	1,219,892
16	Total assets. Add lines 1 through 15 (must equal line 34)...			28,368,320	16	50,004,635

17	Accounts payable and accrued expenses .....	474,061	17	165,106
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	26,369,817	25	21,769,388
26	Total liabilities. Add lines 17 through 25..	26,843,878	26	21,934,494

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets		27
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....	0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund ...	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	1,524,442	32	28,070,141
33	Total net assets or fund balances ...........	1,524,442	33	28,070,141
34	Total liabilities and net assets/fund balances ........	28,368,320	34	50,004,635