2026-06-02T11:10:06-05:00 2025-07-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-08-01 370867221 EAST CENTRAL ILLINOIS PIPETRADES HEALTH & WELFARE PLAN EAST 3175549000 230 LEXINGTON GREEN CIRCLE 400 LEXINGTON KY 40503 CJ ELLISON PLAN ADMINISTRATOR 6067824213 2026-05-15 1 0 KRISTIN ROMOLO P01381270 3096822001 2024 2025-03-06 01:10:19Z AARON GURNSEY 2880 EAST COOK STREET SPRINGFIELD IL 62708 38946424 0 X N/A X 1965 IL TO PROVIDE HEALTH, PRESCRIPTION, LIFE & DISABILITY BENEFITS 10 10 0 0 0 0 0 0 25901727 28044189 1231273 1722458 1948 22395 27134948 29789042 0 0 24701237 25867389 0 0 0 0 0 1166409 1211406 25867646 27078795 1267302 2710247 46203075 49408397 2530568 2826388 43672507 46582009 TO PROVIDE HEALTH, LIFE & DISABILITY BENEFITS TO PARTICIPANTS 0 0 TO PROVIDE HEALTH, LIFE & DISABILITY BENEFITS 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X UMR 6067824213 230 LEXINGTON GREEN CIRCLE LEXINGTON KY 40503 X MATT CICCIARELLI TRUSTEE 1.00 X 0 0 0 MATT KELLY TRUSTEE 1.00 X 0 0 0 BRIAN D RICH TRUSTEE 1.00 X 0 0 0 JEFF NOTT TRUSTEE 1.00 X 0 0 0 BRAD HOUK TRUSTEE 1.00 X 0 0 0 PATRICK O'BRIEN TRUSTEE 1.00 X 0 0 0 BRANDON BURDICK TRUSTEE 1.00 X 0 0 0 AARON GURNSEY CHAIRMAN 2.00 X X 0 0 0 JAY LOGAN TRUSTEE 1.00 X 0 0 0 DAVE MAROON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 UMR 7440 WOODLAND DR INDIANAPOLIS IN 46278 THIRD PARTY ADMIN 813582 1 EMPLOYER CONTRIBUTIONS 900099 26554324 26554324 PARTICIPANT CONTRIBUTIONS 900099 1489865 1489865 28044189 1009955 1009955 9869885 9154602 2780 715283 -2780 712503 -2780 715283 LIQUIDATED DAMAGES 900099 22395 22395 22395 29789042 28063804 0 1725238 25867389 813582 109009 65765 27066 71262 10978 58498 19963 PCORI FEES 13729 BANK FEES 11682 PRINTING AND POSTAGE 6643 RECIPROCITY ADMINISTRAT 3229 27078795 6241686 6881025 2895733 3950144 324137 187525 341700 319887 83094 21813 26116072 27399591 10542353 10968299 46203075 49408397 287060 191466 37266 25742 2206242 2609180 2530568 2826388 X 43672507 46582009 43672507 46582009 46203075 49408397 2710247 199255 0 X 0 1 X 1 0 300697 287220 13477 41003 32667 8336 21813 NIS CORE FIXED INCOME 10968299 F 10968299 CLAIMS PAYABLE AND IBNR 2609180 2609180 X 29964014 199255 199255 29764759 27066 -2783 24283 29789042 26651574 0 26651574 27066 400155 427221 27078795 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN FEBRUARY 1967, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS -2,783. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 402,938. LOSS ON SALE OF FIXED ASSETS -2,783. FORM 990, PART VI, SECTION A, LINE 3 THE PLAN ADMINISTRATOR HAS CONTRACTED UMR TO ACT AS A THIRD PARTY ADMINISTRATOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART VI, LINE 12B THE POLICY DOES NOT REQUIRE TRUSTEES TO MAKE AN ANNUAL DISCLOSURE. BOARD OF TRUSTEES SEE PART VII FOR LISTING A & R MECHANICAL CONTR A & R SERVICES A DRAIN DOCTOR AIRMASTERS HTG&COOLING ALL PRO LLC ALLIED MECHANICAL SERVICE ALLIED POWER LLC ALLIED POWER SERV MI LLC ALPHA ENERGY SOLUTIONS AMERICAN ENVIRONMENTAL AMP COMPANIES INC AMS MECHANICAL SERVICES AREA MECHANICAL INC ARIZONA PIPE TRADES ATLANTIC PLANT MAINT AUTUMN CONSTR SERVICES AZCO INC BASSETT MECHANICAL BEERY HEATING & COOL BORMIDA MECHANICAL SERV BRADLEY UNIVERSITY BRENNAN HEATING & AC BURDICK PLUM & HTG CO C K BRUSH PLUMBING C L O'BRIEN & CO C R MEYER&SONS CO C R NEFF PLUMBING CARRIER BUILDING CARRIER CORPORATION CEC PLUMBING&HEATING CFMV R TESCO CHIEF CITY MECHANICAL INC CLIMATE PROS INC COMMERCIAL IRRIGATION COMMERCIAL MECHANICAL INC COMMERCIAL REFRIGERATION COMTECH HOLDINGS INC COM-TECH HOLDINGS INC CORVAL CONSTRUCTORS CRANFORD PLMBG CRAWFORD CO CRAWFORD HEATING D A NABHAN INC D&M MECHANICAL INC DAVIS HOUK MECHANICAL DICK RICH PLUMBING INC DIVERSIFIED MECHANICAL DIXON'S HEATING DODSON PLBHTG& AC DOYLE PLUMBING & HEATING DPI PLUMBING DPT MANAGEMENT CO DRIES BROS PLUMBING DRIES PLUMBING INC DULUTH BUILDING TRADES E L PRUITT CO EAST CENTRAL IL BUILD ENTEC SERVICES INC EPPEL & COMPANY INC F E MORAN INC F J MURPHY & SON FACILITIES MANGT & CONST FLUOR MAINTENANCE SERV G A RICH & SONS INC GARBER HVAC INC GENERAL POWER CONT GEORGE GILDNER INC GINGERICH PLMBG INC GRIFFITH PLBG & HTG INC H & S MECHANICAL INC HAIER PLBG HANEY PLUMBING HAYES MECHANICAL INC HELM GROUP HELM MECHANICAL HENSON ROBINSON COMPANY HILL & HILL PLBG & HTG HOERR CONSTRUCTION INC HRI OF CENTRAL ILLINOIS ILLINI PLUMBING INC ILLINOIS MECH SER & DESIG ILLINOIS PIPE TRADES ASSO ILLINOIS PIPING CORP ILLINOIS STATE UNIVERSITY INDUSTRIAL MECHANICAL IN ISAACS REFRIGERATION J C DILLON JARRELL MECH CONT JB PLUMBING LLC JOHN'S SERVICE&SALES JOHNSON CONTROLS INC KAMADULSKI EXCAVATING KENNEDY TANK & MFG CO KING LAR CO L S MECHANICAL LITTEKEN PLUMBING LOCAL #123 LOCAL #130 - CHICAGO LOCAL #172 LOCAL #23 PLUMBERS LOCAL #234 LOCAL #290 H&W LOCAL #33 LOCAL #372 LOCAL #439 HEALTH & WELF LOCAL #562 LOCAL #597 LOCAL 10 LOCAL 101 LOCAL 110 LOCAL 125 HEALTH & WELF LOCAL 130 LOCAL 131 LOCAL 137 JATC LOCAL 137 PLMBG & STMFTRS LOCAL 149 JATC LOCAL 149 PLUMBSTMFTRS LOCAL 166 LOCAL 17 WELFARE LOCAL 172 LOCAL 190 PLUMBERSPIPE LOCAL 212 LOCAL 25 WELFARE PENS LOCAL 286 PLM PFT H&W FD LOCAL 333 LOCAL 353 ED TRUST LOCAL 430 LOCAL 434 LOCAL 440 LOCAL 441 LOCAL 449 LOCAL 464 LOCAL 50 LOCAL 502 LOCAL 533 LOCAL 551 WELFARENATL LOCAL 553 LOCAL 572 WELFAREPENSION LOCAL 598 LOCAL 614 H&W FUND LOCAL 653 WELFARE FUND LOCAL 72 ATLANTA LOCAL 73 LOCAL 760 LOCAL 85 LOCAL 99 GENERAL FUND LOCAL 99 JATC LOELLKE PLUMBING INC M SPARKS PLMG&EQUIPMENT MADISON AREA CONSTR MAHONEY MECHANICAL INC MARTIN PETERSEN COINC MECHANICAL INC MECHANICAL SERVICES INC MEISTER PLUMBING INC MERIT MECHANICAL MID AMERICAN COMBUS MID ILLINOIS MECH MIDWEST PETROL MIDWEST VALVE SERVICES MIKE WILLIAMS PLBG & HTG ML REFRIGERATION INC MONROE PLUMBING & HEAT MONTEFUSCO MECHANICAL LLC MVP PLUMBING CORP N CAL PIPE TRADES PENSION N ROCKY MTN PT NORTHWEST OHIO ADMIN OBRIEN BROS INC OGBORN PLUMBING INC PEORIA CIVIC CENTER PETERSBURG PLBING&EXCAVA PETERSEN PLUM & HEATING PIPE TRADES INDUSTRY PIPE WORKS INC PIPELINE INDUSTRY PLUMBERS LOCAL UNION 63 PRAIRIE STATE PLMBING PRECISION MECH SVCS PROGRESSIVE MECHANICAL RACHKE PIPING RAVEN MECHANICAL LLC REFRIGERATION UNLIMITED RELIABLE PLBG AND HTING RELIABLE PLUMBING INC RUYLE CORP SHORT TERM DISB CREDITS STARK EXCAVATING INC STEAMFITTERS LOCAL 353 STOOPS PLUMBING TCI COMPANIES INC TEXAS PIPE TRADES THE PIPCO COMPANY LTD THERMAL SERVICES INC THERMO MECHANCAL SERVICES TKM PLUMBING&HVAC TOBIN BROTHERS INC TOM SMITH PLBG TOWNCENTER LLC TRANE US INC TRICO MECHANICAL INC TRUNNELL ENTERPRISES TUCKER PLUMB OF PEKIN INC TWEETGAROT MECHANIAL INC TWIN CITY PIPE TRADES UNITED MECHANICAL GROUP US MECHNCL SERVICES INC WAGNER-MEINERTINC WALDINGER CORP WARNER MECHANICAL LLC WEITEKAMP REFRIGERATION WIEGAND PLMB OF ILLINOIS WILLIAM MASTERS INC WISCONSIN PIPE TRADES XCELL MECHANICAL X-TREME MECHANICAL INC ZONE MECHANICAL INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SEE PART VII IL 0 0 0 PARTS II & IV & VI THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PARTS II, III AND IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAX STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.