TY 2022 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CALEEN CARTER-PATTON...................................................................... TRUSTEE	0.50 ................. 40.00	X				0	167,632	73,846
(2) CARL TOMINBERG...................................................................... TRUSTEE	4.00 ................. 24.00	X				25,746	54,571	0
(3) GREG YOUMANS...................................................................... TRUSTEE	6.00 ................. 24.00	X				25,101	68,048	0
(4) JOHN MCCARTHY...................................................................... TRUSTEE	0.80 ................. 5.50	X				0	0	0
(5) JOHN T COLI JR...................................................................... TRUSTEE	0.50 ................. 40.00	X				0	361,864	104,479
(6) MICHAEL DEGARD...................................................................... TRUSTEE	0.50 ................. 40.00	X				0	139,099	69,993
(7) NICHOLAS MICALETTI...................................................................... TRUSTEE	0.50 ................. 40.00	X				0	153,730	72,949
(8) ROBERT SHEEHY...................................................................... TRUSTEE	0.80 ................. 5.50	X				0	0	0
(9) ROBERT LAINO...................................................................... FUND MANAGER	4.00 ................. 41.00		X			0	232,512	88,592
(10) ZACH FRANKENBACH...................................................................... ASSISTANT FUND MANAGER	4.00 ................. 41.00		X			0	168,515	75,793
(11) BENEDICT AFFETTO...................................................................... CFR	10.00 ................. 35.00			X		0	166,020	75,294
(12) MELVIN PRYOR...................................................................... CFR	9.00 ................. 36.00			X		0	153,190	72,728
(13) ROBERT MACARTHUR...................................................................... CFR	8.00 ................. 37.00			X		0	153,190	72,728
(14) SCOTT JOHNSON...................................................................... CFR	5.00 ................. 40.00			X		0	153,190	72,728
(15) MICHAEL VENDAFREDDO...................................................................... CFR	9.00 ................. 36.00			X		0	100,432	62,176
(16) WILLIAM COLI...................................................................... FUND MANAGER-FORMER	5.00 ................. 49.50				X	0	124,478	49,357

- 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 instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL UNION NO 727 LEGAL &
EDUCATIONAL ASSISTANCE FUND

Employer identification number

36-3429967

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 FASB 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 FASB 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 FASB 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) 2021

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

Term 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	155,007	1,914	153,093
d	Equipment ....	32,839	26,787	6,052
e	Other .....	1,517	1,517	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				159,145

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program 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)ACCRUED INVESTMENT INCOME				3,455
(2)DUE FROM RELATED ORGANIZATION				92,378
(3)OPERATING LEASE RIGHT OF USE ASSET				214,099
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				309,932

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
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,095,468
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) 2021

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	6,131,994
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-103,519
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	-103,519
3	Subtract line 2e from line 1..................			3	6,235,513
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	4,000
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	4,000
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,239,513

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	5,094,855
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	5,094,855
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	4,000
b	Other (Describe in Part XIII.) ............	4b	79,586
c	Add lines 4a and 4b.....................			4c	83,586
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,178,441

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 PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS 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 ON PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN BENEFIT OBLIGATIONS 79,586.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS 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 ON PROGRESS.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATIONS 79,586.

Schedule D (Form 990) 2021

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

2022

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL UNION NO 727 LEGAL &
EDUCATIONAL ASSISTANCE FUND

Employer identification number

36-3429967

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 on 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 on 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) 2022

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1JOHN T COLI JR TRUSTEE	(i) (ii)	0 ------------- 301,380	0 ------------- 39,343	0 ------------- 21,141	0 ------------- 78,082	0 ------------- 26,397	0 ------------- 466,343	0 ------------- 0
2ROBERT LAINO FUND MANAGER	(i) (ii)	0 ------------- 198,245	0 ------------- 17,467	0 ------------- 16,800	0 ------------- 63,584	0 ------------- 25,008	0 ------------- 321,104	0 ------------- 0
3ZACH FRANKENBACH ASSISTANT FUND MANAGER	(i) (ii)	0 ------------- 139,373	0 ------------- 12,342	0 ------------- 16,800	0 ------------- 50,785	0 ------------- 25,008	0 ------------- 244,308	0 ------------- 0
4CALEEN CARTER-PATTON TRUSTEE	(i) (ii)	0 ------------- 121,726	0 ------------- 16,915	0 ------------- 28,991	0 ------------- 48,330	0 ------------- 25,516	0 ------------- 241,478	0 ------------- 0
5BENEDICT AFFETTO CFR	(i) (ii)	0 ------------- 137,687	0 ------------- 11,533	0 ------------- 16,800	0 ------------- 50,286	0 ------------- 25,008	0 ------------- 241,314	0 ------------- 0
6NICHOLAS MICALETTI TRUSTEE	(i) (ii)	0 ------------- 117,279	0 ------------- 15,310	0 ------------- 21,141	0 ------------- 47,440	0 ------------- 25,509	0 ------------- 226,679	0 ------------- 0
7MELVIN PRYOR CFR	(i) (ii)	0 ------------- 126,270	0 ------------- 10,120	0 ------------- 16,800	0 ------------- 47,720	0 ------------- 25,008	0 ------------- 225,918	0 ------------- 0
8ROBERT MACARTHUR CFR	(i) (ii)	0 ------------- 126,270	0 ------------- 10,120	0 ------------- 16,800	0 ------------- 47,720	0 ------------- 25,008	0 ------------- 225,918	0 ------------- 0
9SCOTT JOHNSON CFR	(i) (ii)	0 ------------- 126,270	0 ------------- 10,120	0 ------------- 16,800	0 ------------- 47,720	0 ------------- 25,008	0 ------------- 225,918	0 ------------- 0
10MICHAEL DEGARD TRUSTEE	(i) (ii)	0 ------------- 104,338	0 ------------- 13,620	0 ------------- 21,141	0 ------------- 44,514	0 ------------- 25,479	0 ------------- 209,092	0 ------------- 0
11WILLIAM COLI FUND MANAGER-FORMER	(i) (ii)	0 ------------- 57,914	0 ------------- 62,364	0 ------------- 4,200	0 ------------- 34,791	0 ------------- 14,566	0 ------------- 173,835	0 ------------- 0
12MICHAEL VENDAFREDDO CFR	(i) (ii)	0 ------------- 77,431	0 ------------- 6,201	0 ------------- 16,800	0 ------------- 37,168	0 ------------- 25,008	0 ------------- 162,608	0 ------------- 0

Schedule J (Form 990) 2022

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL UNION NO 727 LEGAL &
EDUCATIONAL ASSISTANCE FUND

Employer identification number

36-3429967

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JOSEPH COLI	PARTNER OF CTM LEGAL HAS FAMILY RELATIONSHIP WITH A TRUSTEE	2,068,544	THE FUND USED THE ORGANIZATION FOR LEGAL BENEFIT SERVICES DURING THE YEAR. TOTAL PAID TO ILLINOIS ADVOCATES LLC WAS $2,068,544.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

TEAMSTERS LOCAL UNION NO 727 LEGAL &
EDUCATIONAL ASSISTANCE FUND

Employer identification number

36-3429967

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 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 ROBERT LAINO, FUND MANAGER, TO REVIEW THE FORM 990 AND APPROVE THE FILING. THE BOARD OF TRUSTEES ARE PRESENTED WITH THE FINAL FORM 990 AFTER FILING.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF TRUSTEES APPROVES THE SALARY AND ANY INCREASE ANNUALLY FOR THE FUND MANAGER. THE FUND MANAGER'S SALARY IS PAID BY THE TEAMSTERS LOCAL UNION NO. 727 PENSION FUND AND IS SHARED WITH THE RELATED TEAMSTERS LOCAL UNION NO. 727 LEGAL AND EDUCATIONAL ASSISTANCE FUND AND TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND. TOTAL COMPENSATION FOR THE FUND MANAGER IS ALLOCATED BETWEEN THE RELATED BENEFIT FUNDS. TOTAL ALLOCATED COMPENSATION FOR THE FUND MANAGER TO THE 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) 2021

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

2021

Open to Public Inspection

Name of the organization

TEAMSTERS LOCAL UNION NO 727 LEGAL &
EDUCATIONAL ASSISTANCE FUND

Employer identification number

36-3429967

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 UNION LOCAL 727 PENSION FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-6102397	DEFINED BENEFIT PLAN	IL	401(A)				No
(2)TEAMSTERS UNION LOCAL 727 HEALTH AND WELFARE FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-6069119	HEALTH AND WELFARE PLAN	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 UNION LOCAL 727 LEGAL & ED ASSISTANCE FUND 1300 W HIGGINS ROAD PARK RIDGE,IL60068 36-3429967	PLAN SPONSOR AND ADMINISTRATOR	IL	501(C)(9)				No
(5)TEAMSTERS UNION LOCAL 727 TRADE SHOW 401(K) PLAN 1300 W HIGGINS ROAD PARK RIDGE,IL60068 84-2223917	DEFINED CONTRIBUTION PLAN	IL	501(C)(9)				No
(6)TEAMSTERS JOINT COUNCIL 25	CONTRIBUTING EMPLOYER						No
(7)TEAMSTERS LOCAL 700	CONTRIBUTING EMPLOYER						No
(8)TEAMSTERS LOCAL UNION NO 727	CONTRIBUTING EMPLOYER						No

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) 1100 LAKE SHORE DRIVE CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(2) 1110 LAKE SHORE ASSOCIATION	CONTRIBUTING EMPLOYER								No
(3) 1150 CONDO ASSOCIATION (SUDLER)	CONTRIBUTING EMPLOYER								No
(4) 1240 CONDOMINIUM ASSOCIATION	CONTRIBUTING EMPLOYER								No
(5) 1300 LAKE SHORE DRIVE CONDOMINIUM	CONTRIBUTING EMPLOYER								No
(6) 1300 W HIGGINS	CONTRIBUTING EMPLOYER								No
(7) 1410 N STATE PARKWAY CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(8) 1418 N LAKE SHORE DRIVE CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(9) 1420 SHERIDAN ROAD CONDO CORPORATION	CONTRIBUTING EMPLOYER								No
(10) 1500 LAKE SHORE DRIVE (SUDLER MGMT)	CONTRIBUTING EMPLOYER								No
(11) 155 HARBOR POINT CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(12) 1550 CONDO ASSOCIATION - FIRST SERV	CONTRIBUTING EMPLOYER								No
(13) 1555 ASTOR CONDO ASSOCIATION	CONTRIBUTING EMPLOYER								No
(14) 1616 CONDO ASSOCIATION	CONTRIBUTING EMPLOYER								No
(15) 1700 E 56TH ST CONDOMINIUM	CONTRIBUTING EMPLOYER								No
(16) 200 EAST DELAWARE CONDOMINIUM ASSOC	CONTRIBUTING EMPLOYER								No
(17) 209 E LAKE SHORE DRIVE CORP	CONTRIBUTING EMPLOYER								No
(18) 2400 N LAKEVIEW CONDOMINIUM ASSOC	CONTRIBUTING EMPLOYER								No
(19) 2500 LAKEVIEW CONDOMINIUM ASSOC	CONTRIBUTING EMPLOYER								No
(20) 2909 N SHERIDAN RD CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(21) 2930 SHERIDAN TOWER CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(22) 3150 LAKE SHORE CONDOMINIUMS	CONTRIBUTING EMPLOYER								No
(23) 3180 CONDOMINIUM ASSOCIATION	CONTRIBUTING EMPLOYER								No
(24) 33 E CEDAR CONDOMINIUMS	CONTRIBUTING EMPLOYER								No
(25) 3470 N LAKE SHORE DRIVE	CONTRIBUTING EMPLOYER								No
(26) 3800 LAKE SHORE DRIVE CONDOMINIUM	CONTRIBUTING EMPLOYER								No
(27) 3900 LAKE SHORE DRIVE CONDO ASSOC	CONTRIBUTING EMPLOYER								No
(28) 399 CORPORATION	CONTRIBUTING EMPLOYER								No
(29) 5757 N SHERIDAN ROAD	CONTRIBUTING EMPLOYER								No
(30) 777 CONDOMINIUM ASSOCIATION	CONTRIBUTING EMPLOYER								No
(31) 990 N LAKE SHORE DRIVE HOMEOWNERS	CONTRIBUTING EMPLOYER								No
(32) A & R JANITORIAL SERVICE INC	CONTRIBUTING EMPLOYER								No
(33) A & R JANITORIAL SERVICES (MC COR)	CONTRIBUTING EMPLOYER								No
(34) A & R JANITORIAL SERVICES (MIDWAY)	CONTRIBUTING EMPLOYER								No
(35) A & R JANITORIAL SERVICES (O'HARE)	CONTRIBUTING EMPLOYER								No
(36) AKA PARKING INC	CONTRIBUTING EMPLOYER								No
(37) ABM JANITORIAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(38) ABM PARKING - COMM	CONTRIBUTING EMPLOYER								No
(39) ADAMS WINTERFIELD & SULLIVAN	CONTRIBUTING EMPLOYER								No
(40) AERO REMOVAL	CONTRIBUTING EMPLOYER								No
(41) AHLGRIM AND SONS FUNERAL AND	CONTRIBUTING EMPLOYER								No
(42) AHLGRIM FMLY FUNERAL SERVICES LTD	CONTRIBUTING EMPLOYER								No
(43) ANDREW DISTRIBUTION INC	CONTRIBUTING EMPLOYER								No
(44) ANELLO FUNERAL & CREMATION SERVICES	CONTRIBUTING EMPLOYER								No
(45) ANTHONY DICANIO	CONTRIBUTING EMPLOYER								No
(46) ANTHONY J LUPO FUNERAL DIRECTOR	CONTRIBUTING EMPLOYER								No
(47) ANTONIO LETIZIA	CONTRIBUTING EMPLOYER								No
(48) APPLE STUDIOS LOUISIANA LLC - BLACK	CONTRIBUTING EMPLOYER								No
(49) ARLINGTON PARK RACECOURSE LLC	CONTRIBUTING EMPLOYER								No
(50) ASM GLOBAL (SMG -MPEA SECURITY)	CONTRIBUTING EMPLOYER								No
(51) ASM GLOBAL (SMG)	CONTRIBUTING EMPLOYER								No
(52) BAD EGG PRODUCTIONS - WISE GUYS	CONTRIBUTING EMPLOYER								No
(53) BARR FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(54) BEACON SALES ACQUISITION DBA ALLIED	CONTRIBUTING EMPLOYER								No
(55) BELANGER SERVICES	CONTRIBUTING EMPLOYER								No
(56) BELMONT FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(57) BEVERLY RIDGE FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(58) BORMANN FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(59) BRUST FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(60) CAPITAL PARKING - VALET	CONTRIBUTING EMPLOYER								No
(61) CAPPETTA FUNERAL HOME INC	CONTRIBUTING EMPLOYER								No
(62) CARL SANDBURG VILLAGE CONDO ASSOC #1	CONTRIBUTING EMPLOYER								No
(63) CASEY LASKOWSKI FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(64) CBS STUDIOS - 4400	CONTRIBUTING EMPLOYER								No
(65) CHACAGO INC	CONTRIBUTING EMPLOYER								No
(66) CHESED V'EMET LLC	CONTRIBUTING EMPLOYER								No
(67) CHICAGO JEWISH FUNERALS	CONTRIBUTING EMPLOYER								No
(68) CHICAGO ZOOLOGICALBROOKFIELD ZOO	CONTRIBUTING EMPLOYER								No
(69) CHICAGOLAND REMOVALS	CONTRIBUTING EMPLOYER								No
(70) CMS PRODUCTIONS - SOMBODY SOMEWHERE	CONTRIBUTING EMPLOYER								No
(71) CMS PRODUCTIONS - WE GROWN NOW	CONTRIBUTING EMPLOYER								No
(72) COAST 2 COAST PRODUCTION SUPPORT	CONTRIBUTING EMPLOYER								No
(73) COLONIAL CHAPEL LTD	CONTRIBUTING EMPLOYER								No
(74) COLONIAL-WOJCIECHOWSKI FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(75) COMMUNITY SPECIALISTS-555 CORNELIA	CONTRIBUTING EMPLOYER								No
(76) COMPLETE CREWING	CONTRIBUTING EMPLOYER								No
(77) CONTINENTAL AIR TRANSPORT	CONTRIBUTING EMPLOYER								No
(78) COOLER WATERS PRODUCTIONS - TIME TRA	CONTRIBUTING EMPLOYER								No
(79) COSTAL INTERNATIONAL	CONTRIBUTING EMPLOYER								No
(80) COUNTRYSIDE FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(81) COURTESY VALET SERVICE INC - VALET	CONTRIBUTING EMPLOYER								No
(82) CPO HOSPITALITY LLP	CONTRIBUTING EMPLOYER								No
(83) CRANETOWN MEDIA - HEIST 88	CONTRIBUTING EMPLOYER								No
(84) CRANETOWN MEDIA - SURINA AND MEL	CONTRIBUTING EMPLOYER								No
(85) CRANETOWN MEDIA LLC - SOUTHSIDE	CONTRIBUTING EMPLOYER								No
(86) CUMBERLAND CHAPEL INC	CONTRIBUTING EMPLOYER								No
(87) CVS PHARMACY	CONTRIBUTING EMPLOYER								No
(88) CZARNOWSKI DISPLAY SERVICE	CONTRIBUTING EMPLOYER								No
(89) DALCAMO FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(90) DAMAR-KAMINSKI F H	CONTRIBUTING EMPLOYER								No
(91) DARIEN LIVERY	CONTRIBUTING EMPLOYER								No
(92) DAVID WINGE	CONTRIBUTING EMPLOYER								No
(93) DEPENDABLE REMOVAL SERVICE	CONTRIBUTING EMPLOYER								No
(94) DIRECT EMPLOYEE PAYMENT CO - COMM	CONTRIBUTING EMPLOYER								No
(95) DONNELLAN FAMILY FUNERAL SERVC	CONTRIBUTING EMPLOYER								No
(96) DOUBLETREE HOTEL	CONTRIBUTING EMPLOYER								No
(97) DOUBLETREE ROSEMONT HOTEL	CONTRIBUTING EMPLOYER								No
(98) DRAKE TOWER APARTMENTS INC	CONTRIBUTING EMPLOYER								No
(99) DUPAGE MORTUARY SERVICE	CONTRIBUTING EMPLOYER								No
(100) DURANTE FUNERAL SERVICE	CONTRIBUTING EMPLOYER								No
(101) EAGLE MANAGEMENT	CONTRIBUTING EMPLOYER								No
(102) ELMWOOD CHAPEL	CONTRIBUTING EMPLOYER								No
(103) EMBASSY SUITES	CONTRIBUTING EMPLOYER								No
(104) EMPLOYCO - THE EXPO GROUP	CONTRIBUTING EMPLOYER								No
(105) EMPLOYCO - TOURNAMENT OF CHAMPIONS	CONTRIBUTING EMPLOYER								No
(106) EMPLOYCO- ALLIANCE	CONTRIBUTING EMPLOYER								No
(107) EMPLOYCO GROUP - SHOW-LINK	CONTRIBUTING EMPLOYER								No
(108) EMPLOYCO GROUP (EVENT MEDIA)	CONTRIBUTING EMPLOYER								No
(109) EMPLOYCO GROUP (MC DISPLAYS)	CONTRIBUTING EMPLOYER								No
(110) EMPLOYCO SERVICES -	CONTRIBUTING EMPLOYER								No
(111) EMPLOYCO SERVICES - SUPERVISION	CONTRIBUTING EMPLOYER								No
(112) EMPLOYCO SERVICES (ELITE TRADESHOW)	CONTRIBUTING EMPLOYER								No
(113) EMPLOYCO SERVICES (EVENT ENGINEERING	CONTRIBUTING EMPLOYER								No
(114) EMPLOYCO SERVICES (PACK EXPO SVCS)	CONTRIBUTING EMPLOYER								No
(115) EMPLOYCO SERVICES (SOURCE ONE EVENTS	CONTRIBUTING EMPLOYER								No
(116) EMPLOYCO SERVICES-PROGRAM PRODUCTION	CONTRIBUTING EMPLOYER								No
(117) EVANSTON FUNERAL AND CREMATION	CONTRIBUTING EMPLOYER								No
(118) EVOLUTION PARKING	CONTRIBUTING EMPLOYER								No
(119) EXTREME REACH - ALLIED VISION	CONTRIBUTING EMPLOYER								No
(120) EXTREME REACH - AV CHICAGO	CONTRIBUTING EMPLOYER								No
(121) EXTREME REACH - BINAANGEL INC	CONTRIBUTING EMPLOYER								No
(122) EXTREME REACH - C3 PRESEN	CONTRIBUTING EMPLOYER								No
(123) EXTREME REACH - CMC CREW SERVICES	CONTRIBUTING EMPLOYER								No
(124) EXTREME REACH - DOUGLAS PARK RIO	CONTRIBUTING EMPLOYER								No
(125) EXTREME REACH - LABOR BOSS	CONTRIBUTING EMPLOYER								No
(126) EXTREME REACH - LYNCHPIN EVENT MANAG	CONTRIBUTING EMPLOYER								No
(127) EXTREME REACH - OSA INTERNATIONAL	CONTRIBUTING EMPLOYER								No
(128) EXTREME REACH -PRODUCTION MANAGEMENT	CONTRIBUTING EMPLOYER								No
(129) EXTREME REACH - SHOWBIZ	CONTRIBUTING EMPLOYER								No
(130) EXTREME REACH - VILLAGE OF BRIDGEVIEW	CONTRIBUTING EMPLOYER								No
(131) EXTREME REACH - TALENT - DAVID MICHAEL	CONTRIBUTING EMPLOYER								No
(132) EXTREME REACH - TALENT - ROOSEVELT UNIVE	CONTRIBUTING EMPLOYER								No
(133) EZ PARKING LLC	CONTRIBUTING EMPLOYER								No
(134) FAULKNER HOUSE MANAGEMENT	CONTRIBUTING EMPLOYER								No
(135) FREELS FUNERAL SERVICE	CONTRIBUTING EMPLOYER								No
(136) FREEMAN EXPOSITIONS LLC	CONTRIBUTING EMPLOYER								No
(137) FREEMAN EXPOSITIONS LLC - INSIDE	CONTRIBUTING EMPLOYER								No
(138) FRIEDRICHS FUNERAL HOME INC	CONTRIBUTING EMPLOYER								No
(139) FROST LIGHTING	CONTRIBUTING EMPLOYER								No
(140) GES EXPOSITION	CONTRIBUTING EMPLOYER								No
(141) GERARD MORGAN JR FUNERAL DIRECTORS	CONTRIBUTING EMPLOYER								No
(142) GIANCOLA FUNERAL & CREMATION	CONTRIBUTING EMPLOYER								No
(143) GLOBAL EXPERIENCE SPECIALISTS INC	CONTRIBUTING EMPLOYER								No
(144) GO AIRPORT EXPRESS	CONTRIBUTING EMPLOYER								No
(145) GOLDMAN FUNERAL GROUP	CONTRIBUTING EMPLOYER								No
(146) GRIFFIN LIVERY	CONTRIBUTING EMPLOYER								No
(147) HABEN FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(148) HALLOWELL FUNERAL SERVICE	CONTRIBUTING EMPLOYER								No
(149) HARBOR HOUSE CONDOMINIUMSSUDLER	CONTRIBUTING EMPLOYER								No
(150) HARGROVE	CONTRIBUTING EMPLOYER								No
(151) HARVARD MAINTENANCE	CONTRIBUTING EMPLOYER								No
(152) HAWTHORNE RACE COURSE-VALET	CONTRIBUTING EMPLOYER								No
(153) HEAT PARKING	CONTRIBUTING EMPLOYER								No
(154) HEENEY FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(155) HENRY FREITAG	CONTRIBUTING EMPLOYER								No
(156) HILTON HOTEL EMPLOYER LLC	CONTRIBUTING EMPLOYER								No
(157) HILTON MANAGEMENT LLC (O'HARE)	CONTRIBUTING EMPLOYER								No
(158) HILTON ORRINGTON EVANSTON	CONTRIBUTING EMPLOYER								No
(159) HOLIDAY INN CHICAGO O'HARE	CONTRIBUTING EMPLOYER								No
(160) HORIZON HOUSE	CONTRIBUTING EMPLOYER								No
(161) HORIZON HOUSE-COMMUNITY SPECIALISTS	CONTRIBUTING EMPLOYER								No
(162) HYATT REGENCY CHICAGO	CONTRIBUTING EMPLOYER								No
(163) HYATT REGENCY OHARE	CONTRIBUTING EMPLOYER								No
(164) HYATT REGENCY O'HARE - VALET	CONTRIBUTING EMPLOYER								No
(165) IBT LOCAL 727 BENEFIT FUNDS	CONTRIBUTING EMPLOYER								No
(166) ILLINOIS DEPT OF TRANSPORTATION	CONTRIBUTING EMPLOYER								No
(167) ILLINOIS STATE POLICE	CONTRIBUTING EMPLOYER								No
(168) IMPERIAL PARKING (US) INC	CONTRIBUTING EMPLOYER								No
(169) INTERPARK	CONTRIBUTING EMPLOYER								No
(170) IT'S SHOWTIME	CONTRIBUTING EMPLOYER								No
(171) JOHN E MALONEY COMPANY	CONTRIBUTING EMPLOYER								No
(172) JOHN JR INSTALLATIONS	CONTRIBUTING EMPLOYER								No
(173) JOHN LIGDA	CONTRIBUTING EMPLOYER								No
(174) JOHN RIFE	CONTRIBUTING EMPLOYER								No
(175) KERRY FUNERAL HOME OF PALOS HEIGHTS	CONTRIBUTING EMPLOYER								No
(176) KOBOTECH INC	CONTRIBUTING EMPLOYER								No
(177) KOSARY FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(178) LAKE POINT	CONTRIBUTING EMPLOYER								No
(179) LAWN FUNERAL HOME LTD	CONTRIBUTING EMPLOYER								No
(180) LAZ PARKING - 1 E WACKER 127	CONTRIBUTING EMPLOYER								No
(181) LAZ PARKING - 100 E HURON	CONTRIBUTING EMPLOYER								No
(182) LAZ PARKING - 100 E WALTON	CONTRIBUTING EMPLOYER								No
(183) LAZ PARKING - 110 N WACKER	CONTRIBUTING EMPLOYER								No
(184) LAZ PARKING - 111 E WACKER	CONTRIBUTING EMPLOYER								No
(185) LAZ PARKING - 1212 LAKE SHORE DRIVE	CONTRIBUTING EMPLOYER								No
(186) LAZ PARKING - 1250 N DEARBORN GAR	CONTRIBUTING EMPLOYER								No
(187) LAZ PARKING - 150 W ROOSEVELT	CONTRIBUTING EMPLOYER								No
(188) LAZ PARKING - 210 N WELLS GARAGE	CONTRIBUTING EMPLOYER								No
(189) LAZ PARKING - 30 W MONROE	CONTRIBUTING EMPLOYER								No
(190) LAZ PARKING - 500 LAKE SHORE DRIVE	CONTRIBUTING EMPLOYER								No
(191) LAZ PARKING - 514 N PESHTIGO CT	CONTRIBUTING EMPLOYER								No
(192) LAZ PARKING - 70 W MADISON GARAGE	CONTRIBUTING EMPLOYER								No
(193) LAZ PARKING - 75 W HARRISON	CONTRIBUTING EMPLOYER								No
(194) LAZ PARKING - AUDITS	CONTRIBUTING EMPLOYER								No
(195) LAZ PARKING - AXIS GARAGE 441 ERIE	CONTRIBUTING EMPLOYER								No
(196) LAZ PARKING - CHICAGO CALL CENTER	CONTRIBUTING EMPLOYER								No
(197) LAZ PARKING - CITADEL CEN	CONTRIBUTING EMPLOYER								No
(198) LAZ PARKING - GRAND OHIO	CONTRIBUTING EMPLOYER								No
(199) LAZ PARKING - GRAND PLAZA - 405	CONTRIBUTING EMPLOYER								No
(200) LAZ PARKING - HYATT REGENCY CHICAGO	CONTRIBUTING EMPLOYER								No
(201) LAZ PARKING - JOHN HANCOCK CENTER	CONTRIBUTING EMPLOYER								No
(202) LAZ PARKING - LOC 193	CONTRIBUTING EMPLOYER								No
(203) LAZ PARKING - METER 123	CONTRIBUTING EMPLOYER								No
(204) LAZ PARKING - PARKVIEW GARAGE	CONTRIBUTING EMPLOYER								No
(205) LAZ PARKING - PRESIDENTIAL TOWERS	CONTRIBUTING EMPLOYER								No
(206) LAZ PARKING - SWISSOTEL 323 WACKER	CONTRIBUTING EMPLOYER								No
(207) LAZ PARKING - W LAKESHORE	CONTRIBUTING EMPLOYER								No
(208) LAZ PARKING (HILTON SUITES #119)	CONTRIBUTING EMPLOYER								No
(209) LEGACY PARKING	CONTRIBUTING EMPLOYER								No
(210) LINCOLN SECURITY	CONTRIBUTING EMPLOYER								No
(211) LIVE NATION CHARTER ONE	CONTRIBUTING EMPLOYER								No
(212) LOWELL HOUSE CONDOMINIUM ASSOCIATION	CONTRIBUTING EMPLOYER								No
(213) LYRIC OPERA OF CHICAGO	CONTRIBUTING EMPLOYER								No
(214) M - LANGE TAFT LLC	CONTRIBUTING EMPLOYER								No
(215) M & M MOTOR SERVICE	CONTRIBUTING EMPLOYER								No
(216) M J SUERTH FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(217) MADISON SQUARE GARDEN CHICAGO LLC	CONTRIBUTING EMPLOYER								No
(218) MATZ FUNERAL HOME INC	CONTRIBUTING EMPLOYER								No
(219) MEDIA SOLUTIONS	CONTRIBUTING EMPLOYER								No
(220) MESQUITE PRODUCTIONS INC - DARK	CONTRIBUTING EMPLOYER								No
(221) METRO MORTUARY TRANSPORT	CONTRIBUTING EMPLOYER								No
(222) METROPOLITAN 1 LLC - COMM	CONTRIBUTING EMPLOYER								No
(223) METROPOLITAN PIER & EXPO AUTH - TRAF	CONTRIBUTING EMPLOYER								No
(224) METROPOLITAN PIER AND EXPO (REC CRK)	CONTRIBUTING EMPLOYER								No
(225) METROPOLITAN PIER AND EXPO AUTH	CONTRIBUTING EMPLOYER								No
(226) MICHAEL COLETTA SONS LTD	CONTRIBUTING EMPLOYER								No
(227) MID-AMERICA PARKING	CONTRIBUTING EMPLOYER								No
(228) MILLENNIUM PARK LIVING INC	CONTRIBUTING EMPLOYER								No
(229) MODELL FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(230) MRAZEK LIVERY SERVICE INC	CONTRIBUTING EMPLOYER								No
(231) NATIONAL MARINE MANUFACTURING	CONTRIBUTING EMPLOYER								No
(232) NAVY PIER INC	CONTRIBUTING EMPLOYER								No
(233) NORTHERN ILLINOIS FUNERAL SERVICE	CONTRIBUTING EMPLOYER								No
(234) NTH DEGREE	CONTRIBUTING EMPLOYER								No
(235) OLIVE PRODUCTIONS LLC - PAPER GIRLS	CONTRIBUTING EMPLOYER								No
(236) OMEGA PARKING OF CHICAGO	CONTRIBUTING EMPLOYER								No
(237) ONE EAST SCHILLER	CONTRIBUTING EMPLOYER								No
(238) ONE PARKING	CONTRIBUTING EMPLOYER								No
(239) OPEN 4 BUSINESS PROD LLC - FIRE	CONTRIBUTING EMPLOYER								No
(240) ORRICO FUNERAL SERVICE	CONTRIBUTING EMPLOYER								No
(241) PALMOLIVE BLD CONDOMINIUM ASSOCIATIO	CONTRIBUTING EMPLOYER								No
(242) PANOZZO BROTHERS FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(243) PARAMOUNT PICTURES COPORATION -11	CONTRIBUTING EMPLOYER								No
(244) PARK 1 - 600 CLARK	CONTRIBUTING EMPLOYER								No
(245) PARK 1 (328 S WABASH)	CONTRIBUTING EMPLOYER								No
(246) PARK 1 (410 S WABASH)	CONTRIBUTING EMPLOYER								No
(247) PARK 1 (525 S WABASH)	CONTRIBUTING EMPLOYER								No
(248) PARK 1 MAIN OFFICE	CONTRIBUTING EMPLOYER								No
(249) PARK ASTOR CONDOMINIUM ASSOC	CONTRIBUTING EMPLOYER								No
(250) PARK PLUS LLC	CONTRIBUTING EMPLOYER								No
(251) PARK PLUS LLC - VALET	CONTRIBUTING EMPLOYER								No
(252) PEOPLES AUTO PARKING COMPANY	CONTRIBUTING EMPLOYER								No
(253) PETERSEN REMOVAL SERVICES	CONTRIBUTING EMPLOYER								No
(254) PIONEER PARKING - 190 WALTON	CONTRIBUTING EMPLOYER								No
(255) PIONEER PARKING - 2800 LAKE SHORE DR	CONTRIBUTING EMPLOYER								No
(256) PIONEER PARKING - 3550 N LSD	CONTRIBUTING EMPLOYER								No
(257) PIONEER PARKING - 3600 LSD	CONTRIBUTING EMPLOYER								No
(258) PIONEER PARKING - AMBASSADOR HOUSE	CONTRIBUTING EMPLOYER								No
(259) PIONEER PARKING - LAKE POINT TOWER	CONTRIBUTING EMPLOYER								No
(260) PIONEER PARKING - THE CARLYLE	CONTRIBUTING EMPLOYER								No
(261) PIONEER PARKING INC - 3950	CONTRIBUTING EMPLOYER								No
(262) PIONEER PARKING INC - ASTOR HOUSE	CONTRIBUTING EMPLOYER								No
(263) PIONEER PARKING INC-201 CHESTNUT	CONTRIBUTING EMPLOYER								No
(264) PIONEER PARKING-3440 N LSD	CONTRIBUTING EMPLOYER								No
(265) PIONEER PARKING-6007 SHERIDAN MALIBU	CONTRIBUTING EMPLOYER								No
(266) POWER FORCE PRODUCTIONS INC - FORCE	CONTRIBUTING EMPLOYER								No
(267) PRESSURE WASHING UNLIMITED	CONTRIBUTING EMPLOYER								No
(268) PRODUCTION PAYROLL INC	CONTRIBUTING EMPLOYER								No
(269) PROJECTION	CONTRIBUTING EMPLOYER								No
(270) QUALITY PARKING - COMM	CONTRIBUTING EMPLOYER								No
(271) R J SHEEHY & SONS FUNERAL	CONTRIBUTING EMPLOYER								No
(272) R JAY LIVERY SERVICE	CONTRIBUTING EMPLOYER								No
(273) RAVINIA FESTIVAL	CONTRIBUTING EMPLOYER								No
(274) RAYMOND HERNANDEZ	CONTRIBUTING EMPLOYER								No
(275) RICHARD-MIDWAY FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(276) RIPPLE EFFECTS PRODUCTIONS LLC-SHIN	CONTRIBUTING EMPLOYER								No
(277) ROBERT JARDIEN FUNERAL SERVICES	CONTRIBUTING EMPLOYER								No
(278) ROBERT'S LIVERY SERVICE	CONTRIBUTING EMPLOYER								No
(279) ROIL ASSOCIATE LLC	CONTRIBUTING EMPLOYER								No
(280) ROMANO TUAZON FUNERAL & CREMATION	CONTRIBUTING EMPLOYER								No
(281) ROSEMONT EXPOSITION SERVICES	CONTRIBUTING EMPLOYER								No
(282) ROSEMONT EXPOSITION SERVICES-INSIDE	CONTRIBUTING EMPLOYER								No
(283) RUFF DRAFT PRODUCTIONS - LIGHT YEARS	CONTRIBUTING EMPLOYER								No
(284) RYAN-PARKE FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(285) S & L FUNERAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(286) SABRINA LABARBERA	CONTRIBUTING EMPLOYER								No
(287) SALERNO GALEWOOD CHAPELS	CONTRIBUTING EMPLOYER								No
(288) SALSTAR MANAGEMENT INC	CONTRIBUTING EMPLOYER								No
(289) SAX-TIEDEMANN FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(290) SCHIELKA-ADDISON STREET FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(291) SCI-DIRECTORS	CONTRIBUTING EMPLOYER								No
(292) SECURE PARKING USA	CONTRIBUTING EMPLOYER								No
(293) SEGERT LIVERY SERVICE LLC	CONTRIBUTING EMPLOYER								No
(294) SERVICE LIVERY INC	CONTRIBUTING EMPLOYER								No
(295) SHALOM MEMORIAL FUNERALS	CONTRIBUTING EMPLOYER								No
(296) SHATTERGLASS FILMS LLC - MAG	CONTRIBUTING EMPLOYER								No
(297) SHEPHARD EXPOSITION SERVICE	CONTRIBUTING EMPLOYER								No
(298) SHINE CAR SERVICES	CONTRIBUTING EMPLOYER								No
(299) SHORELINE PARK	CONTRIBUTING EMPLOYER								No
(300) SHOW STRATEGY INC	CONTRIBUTING EMPLOYER								No
(301) SIEDLECKI LIVERY SERVICE INC	CONTRIBUTING EMPLOYER								No
(302) SKAJA FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(303) SMG - SOLDIER FIELD	CONTRIBUTING EMPLOYER								No
(304) SMITH MAINTENANCE COMPANY	CONTRIBUTING EMPLOYER								No
(305) SNOZBERRY LIVERY LLC	CONTRIBUTING EMPLOYER								No
(306) SOUTH SIDE TV LLC-SOUTHSIDE SEA 2	CONTRIBUTING EMPLOYER								No
(307) ST LOUIS PRODUCTIONS - TICKET	CONTRIBUTING EMPLOYER								No
(308) STALWART PRODUCTIONS LLC	CONTRIBUTING EMPLOYER								No
(309) STANDARD PARKING - MAIN	CONTRIBUTING EMPLOYER								No
(310) STANDARD PARKING - EVENTS	CONTRIBUTING EMPLOYER								No
(311) SUDLER MGMT (AMERICANA)	CONTRIBUTING EMPLOYER								No
(312) TALAGA FUNERAL SERVICES	CONTRIBUTING EMPLOYER								No
(313) TAMAR PRODUCTIONS	CONTRIBUTING EMPLOYER								No
(314) THE LABOR CONNECTION LLC	CONTRIBUTING EMPLOYER								No
(315) THE RESIDENCES AT RIVERBEND GARAGE	CONTRIBUTING EMPLOYER								No
(316) THE VARGAS GROUP	CONTRIBUTING EMPLOYER								No
(317) THEATRICAL LIGHTING CONNECTION	CONTRIBUTING EMPLOYER								No
(318) THEATRICAL RESOURCES	CONTRIBUTING EMPLOYER								No
(319) TKO INSTALLATIONS	CONTRIBUTING EMPLOYER								No
(320) TOON FUNERAL HOMES LTD	CONTRIBUTING EMPLOYER								No
(321) TOURNAMENT OF CHAMPIONS	CONTRIBUTING EMPLOYER								No
(322) TRIBUTE FUNERAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(323) TRINITY FUNERAL SERVICES	CONTRIBUTING EMPLOYER								No
(324) TWENTIETH CENTURY FOX - BIG LEAP	CONTRIBUTING EMPLOYER								No
(325) TWENTIETH CENTURY FOX - DELI BOYS	CONTRIBUTING EMPLOYER								No
(326) TWENTIETH CENTURY FOX - EMPIRE	CONTRIBUTING EMPLOYER								No
(327) TWENTIETH CENTURY FOX - ORDINARY JOE	CONTRIBUTING EMPLOYER								No
(328) TWENTIETH CENTURY FOX - SATURDAYS	CONTRIBUTING EMPLOYER								No
(329) TWENTIETH CENTURY FOX - THE BEAR	CONTRIBUTING EMPLOYER								No
(330) TWENTIETH CENTURY FOX - THE CHI	CONTRIBUTING EMPLOYER								No
(331) TWENTIETH CENTURY FOX -UNTITLED KAY	CONTRIBUTING EMPLOYER								No
(332) USMM INC	CONTRIBUTING EMPLOYER								No
(333) UNITED CENTER	CONTRIBUTING EMPLOYER								No
(334) UNIVERSAL TELEVISION LLC- PD	CONTRIBUTING EMPLOYER								No
(335) UNIVERSAL TELEVISION LLC- MED	CONTRIBUTING EMPLOYER								No
(336) VALET PARKING AUTHORITY - COMM	CONTRIBUTING EMPLOYER								No
(337) VALET PARKING AUTHORITY SERVICES	CONTRIBUTING EMPLOYER								No
(338) VALLEY EXPO & DISPLAY	CONTRIBUTING EMPLOYER								No
(339) VANCE LIVERY INC	CONTRIBUTING EMPLOYER								No
(340) VILLAGE OF ROSEMONT	CONTRIBUTING EMPLOYER								No
(341) WALK ON PRODUCTIONS - GOING FOR TWO	CONTRIBUTING EMPLOYER								No
(342) WALTER POMIERSKI & SON LTD	CONTRIBUTING EMPLOYER								No
(343) WAUCONDA FUNERAL HOME PC	CONTRIBUTING EMPLOYER								No
(344) WENBAN FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(345) WE'RE CLEANING INC	CONTRIBUTING EMPLOYER								No
(346) WESTLAWN JEWISH FUNERALS INC	CONTRIBUTING EMPLOYER								No
(347) WILLIAMS-KAMPP FUNERAL HOME	CONTRIBUTING EMPLOYER								No
(348) WIN WIN AGAIN LLC	CONTRIBUTING EMPLOYER								No
(349) WJS SERVICES LLC	CONTRIBUTING EMPLOYER								No
(350) WOODRIDGE PRODUCTIONS INC	CONTRIBUTING EMPLOYER								No

Schedule R (Form 990) 2021

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) ............................

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	(d) Method of determining amount involved

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2021

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 PROVISTIONS 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) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE LEGAL SERVICES AND EDUCATIONAL ASSISTANCE FOR 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 2021 (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, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	4,967,025	6,300,812
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	81,142	-61,299
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)	5,048,167	6,239,513
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).....	4,010,610	4,399,372
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	452,299	596,983
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)....	242,702	182,086
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,705,611	5,178,441
19	Revenue less expenses. Subtract line 18 from line 12.......	342,556	1,061,072
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,977,778	4,391,325
21	Total liabilities (Part X, line 26).............	650,514	1,106,508
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,327,264	3,284,817

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE LEGAL AND EDUCATIONAL ASSISTANCE FOR 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

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	50,847	2,196,471	890,663

(A) Name and business address	(B) Description of services	(C) Compensation
CTM LEGAL 77 W WASHINGTON ST SUITE 2120 CHICAGO,IL60602	LEGAL BENEFITS	2,012,628




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 1

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:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	6,237,221	6,237,221
b	PAYROLL AUDIT COLLECTIONS	900099	63,591	63,591
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		6,300,812

3 Investment income (including dividends, interest, and othersimilar amounts) ......			32,649			32,649
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		3,650,000	7a
b	Less: cost or other basis and sales expenses		3,743,948	7b
c	Gain or (loss)		-93,948	7c
d	Net gain or (loss).........			-93,948			-93,948
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
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.....			6,239,513	6,300,812	0	-61,299

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, lines 15 and 16. .............
4	Benefits paid to or for members .......	4,399,372
5	Compensation of current officers, directors, trustees, and key employees ...........	101,808
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........	287,116
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	106,192
9	Other employee benefits .......	76,916
10	Payroll taxes ...........	24,951
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	31,486
c	Accounting ...........	32,986
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	4,000
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	6,000
12	Advertising and promotion ....
13	Office expenses .......	26,775
14	Information technology ......	5,939
15	Royalties ..
16	Occupancy ...........	30,458
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	26,626
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	12,113
23	Insurance ...	5,703
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
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	5,178,441
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 ........			1,536,702	1	1,071,179
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			634,647	4	671,735
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			1,639	9	1,438
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	189,363
b	Less: accumulated depreciation	10b	30,218	16,251	10c	159,145
11	Investments—publicly traded securities .			595,750	11	2,177,896
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			192,789	15	309,932
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,977,778	16	4,391,325

17	Accounts payable and accrued expenses .....	7,973	17	11,040
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	642,541	25	1,095,468
26	Total liabilities. Add lines 17 through 25..	650,514	26	1,106,508

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	2,327,264	31	3,284,817
32	Total net assets or fund balances ...........	2,327,264	32	3,284,817
33	Total liabilities and net assets/fund balances ........	2,977,778	33	4,391,325