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PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL (EIN 61-0655187)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-06-04
IRS object ID
202431569349300033
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-04T13:14:10-05:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR STE 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN610655187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & PIPEFITTERS LOCALS 502 & 633BusinessNameLine1Txt
Business Name Line2HEALTH & WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone2488139800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 TOWER DRIVE 300AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT LEWISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2488139800PhoneNum
Signature2024-06-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastLEWISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC WALLINPreparerPersonNm
PTINP01630474PTIN
Phone3123680500PhoneNum
Preparation2024-06-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT LEWISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 TOWER DRIVE 300AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$38,322,729GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1966FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$32,801,788PYProgramServiceRevenueAmt
CY Program Service Revenue$37,563,850CYProgramServiceRevenueAmt
PY Investment Income$182,350PYInvestmentIncomeAmt
CY Investment Income$306,386CYInvestmentIncomeAmt
PY Other Revenue$27,578PYOtherRevenueAmt
CY Other Revenue$21,048CYOtherRevenueAmt
PY Total Revenue$33,011,716PYTotalRevenueAmt
CY Total Revenue$37,891,284CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$28,093,758PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,021,290CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$926,325PYOtherExpensesAmt
CY Other Expenses$904,091CYOtherExpensesAmt
PY Total Expenses$29,020,083PYTotalExpensesAmt
CY Total Expenses$34,925,381CYTotalExpensesAmt
PY Revenues Less Expenses$3,991,633PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,965,903CYRevenuesLessExpensesAmt
Total Assets BOY$49,422,396TotalAssetsBOYAmt
Total Assets EOY$56,001,802TotalAssetsEOYAmt
Total Liabilities BOY$415,326TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,424,109TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,007,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,577,693NetAssetsOrFundBalancesEOYAmt
MissionHEALTH BENEFIT FUNDMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee54EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY WEIRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2488139800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 TOWER DRIVE SUITE 300AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SCOTT LEWIS
TRUSTEE1.0040.00Yes (X)$0$125,477$86,058
ERIK ELZY
TRUSTEE1.0040.00Yes (X)$0$120,157$82,189
KENT JESSE
TRUSTEE1.0040.00Yes (X)$0$109,946$80,849
RYAN KLEBER
TRUSTEE - (ALTERNATE)1.0040.00Yes (X)$0$111,235$80,849
LEONARD HEUSER
TRUSTEE - PAST1.00Yes (X)$0$0$0
GARY KEELING
TRUSTEE1.00Yes (X)$0$0$0
STEVEN MILBY
TRUSTEE1.00Yes (X)$0$0$0
DENNIS MEIMAN JR
TRUSTEE1.00Yes (X)$0$0$0
JOE RHODES
TRUSTEE - (ALTERNATE) - PAST1.00Yes (X)$0$0$0
NEAL HURM
TRUSTEE1.00Yes (X)$0$0$0
ANTHONEY HUMPHREY
TRUSTEE1.00Yes (X)$0$0$0
BRIAN KRUER
TRUSTEE - (ALTERNATE) - NEW1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$466,815TotReportableCompRltdOrgAmt
Total Other Compensation$329,945TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENESYS INC
700 TOWER DRTROYMI48098ADMINISTRATION$693,178
PROACTIVE MD MANAGEMENT
10 CENTIMETERS DRIVEMAULDINSC29662EMPLOYEE HEALTH PROVIDER$624,081
NATIONAL INVESTMENT SERVICES
777 E WISCONSIN AVENUE STE 2350MILWAUKEEWI53202INVESTMENT MANAGEMENT$104,052
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$33,338,436$33,338,436
PARTICIPANT CONTRIBUTIONS900099$4,225,414$4,225,414
FieldValueIRS element (for citing)
Total Program Service Revenue$37,563,850TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,831TotalRevenueColumnAmt
Exclusion$302,831ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$435,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$431,445SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,555SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,555TotalRevenueColumnAmt
Exclusion$3,555ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$21,048TotalRevenueColumnAmt
Exclusion$21,048ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,048OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,891,284TotalRevenueColumnAmt
Related Or Exempt Func Income$37,563,850RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$327,434ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,021,290TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$218,060TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$51,652TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,247TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$131,913TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$81,050TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$121,029TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,791TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$828TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$59,608TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
SHARED EMPLOYEES$163,924
FEES MANDATED BY ACA$8,989

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,925,381TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$395,517BOYAmt
EOY$1,948,440EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,095,268BOYAmt
EOY$5,294,202EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,276,155BOYAmt
EOY$5,247,243EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$190,557BOYAmt
EOY$222,895EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,030LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$47,305LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,553BOYAmt
EOY$3,725EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,407,292BOYAmt
EOY$14,069,284EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$28,038,972BOYAmt
EOY$29,184,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,082BOYAmt
EOY$31,132EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,422,396BOYAmt
EOY$56,001,802EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$239,481BOYAmt
EOY$1,485,458EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,845BOYAmt
EOY$938,651EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$415,326BOYAmt
EOY$2,424,109EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$49,007,070BOYAmt
EOY$53,577,693EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,007,070BOYAmt
EOY$53,577,693EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,422,396BOYAmt
EOY$56,001,802EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,965,903ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,604,720NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,879OtherCostOrOtherBasisAmt
Depreciation$39,879DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,151OtherCostOrOtherBasisAmt
Depreciation$7,426DepreciationAmt
Book Value$3,725BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,725TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NIS INTERMEDIATE FIXED INCOME QP FUND$23,662,350F
NIS HIGH YIELD QP FUND$1,617,629F
NIS TOTAL ABSOLUTE RETURN QP FUND$3,904,902F
FieldValueIRS element (for citing)
Total Book Value Securities$29,184,881TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLOCKBOX CONTRIBUTIONS NOT YET REMITTEDDesc
Amt$938,651Amt
FieldValueIRS element (for citing)
Total Liability$938,651TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$39,364,091TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,604,720NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,604,720RevenueNotReportedAmt
Revenue Subtotal$37,759,371RevenueSubtotalAmt
Investment Expenses Not Incld$131,913InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$131,913RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,891,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$34,793,468TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$34,793,468ExpensesSubtotalAmt
Investment Expenses Not Incld2$131,913InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$131,913ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,925,381TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SCOTT LEWIS
TRUSTEE$0$125,477$0$0$0$0$0$65,445$0$20,613$0$211,535$0$0
ERIK ELZY
TRUSTEE$0$120,157$0$0$0$0$0$61,576$0$20,613$0$202,346$0$0
RYAN KLEBER
TRUSTEE - (ALTERNATE)$0$111,235$0$0$0$0$0$60,236$0$20,613$0$192,084$0$0
KENT JESSE
TRUSTEE$0$109,946$0$0$0$0$0$60,236$0$20,613$0$190,795$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY MANAGEMENT OF DUTIES TO BENESYS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO COMMITTEES TO WHICH IT HAS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE ADMINISTRATOR OF THE PLAN. THE ADMINISTRATOR HAS BEEN GIVEN THE AUTHORITY BY THE BOARD OF TRUSTEES TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. SUBSEQUENTLY A COPY OF THE FORM IS PROVIDED TO THE ENTIRE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PLUMBERS & PIPEFITTERS LCL UNIONS 502 & 633 PENS TRUST FUND
700 TOWER DRTROYMI48098616078145PROVIDE RETIREMENT AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTSKY401(A)N/AN/A0
PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 502
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LCL UN 502 VARIABLE CONTRIB 401(K) PLAN
700 TOWER DRTROYMI48098471870034PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTSKY401(A)N/AN/A0
PLUMBERS LOCAL 107 EDUCATION & TRAINING FUND
CONTRIBUTING EMPLOYER0
KENTUCKY PIPE TRADES ASSOCIATION
CONTRIBUTING EMPLOYER0
PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 633
CONTRIBUTING EMPLOYER0
PLUMBER & PIPEFITTER EDUCATION & TRAINING CENTER
CONTRIBUTING EMPLOYER0
KENTUCKY STATE BUILDING TRADES ASSOCIATION
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (78 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ACCO INC
CONTRIBUTING EMPLOYER0
ALLIANCE COMFORT SYSTEMS
CONTRIBUTING EMPLOYER0
ALPHA MECHANICAL
CONTRIBUTING EMPLOYER0
ALTSTADT PLBG SERVICE INC - LOCAL 633
CONTRIBUTING EMPLOYER0
APEX MECHANICAL SYSTEMS LLC - LOCAL 633
CONTRIBUTING EMPLOYER0
AZCO BUILDING
CONTRIBUTING EMPLOYER0
BALLARD PLUMBING SERVICES
CONTRIBUTING EMPLOYER0
BEST MECHANICAL SERVICES
CONTRIBUTING EMPLOYER0
BOWEN ENGINEERING
CONTRIBUTING EMPLOYER0
C R MEYER & SONS LOCAL 633
CONTRIBUTING EMPLOYER0
CARRIER BUILDING SERVICES
CONTRIBUTING EMPLOYER0
CLARK MECHANICAL LLC
CONTRIBUTING EMPLOYER0
COCHRAN MECHANICAL LLC
CONTRIBUTING EMPLOYER0
CONSOLIDATED MECH 633
CONTRIBUTING EMPLOYER0
CONSTRUCTION SUPPORT SERVICE
CONTRIBUTING EMPLOYER0
CONTI ELECTRIC
CONTRIBUTING EMPLOYER0
CUSTOM MECHANICAL CONSTRUCTION INC LOCAL 633
CONTRIBUTING EMPLOYER0
DAIKIN APPLIED AMERICAS
CONTRIBUTING EMPLOYER0
DEBRA-KUEMPEL
CONTRIBUTING EMPLOYER0
DIXIE PLBG & HEATING CO INC
CONTRIBUTING EMPLOYER0
E S B MECHANICAL LOCAL 633
CONTRIBUTING EMPLOYER0
ENERFAB 502
CONTRIBUTING EMPLOYER0
ENGINEERED INDUSTRIAL PRODS
CONTRIBUTING EMPLOYER0
FM SYLVAN INC
CONTRIBUTING EMPLOYER0
GLOBE MECHANICAL
CONTRIBUTING EMPLOYER0
GRAHAM INDUSTRIAL MAINTENANCE
CONTRIBUTING EMPLOYER0
GUBMK CONSTRUCTORS LOCAL 633
CONTRIBUTING EMPLOYER0
H M C SERVICE CO INC
CONTRIBUTING EMPLOYER0
HARRELL-FISH INC 633
CONTRIBUTING EMPLOYER0
HONEYWELL INC
CONTRIBUTING EMPLOYER0
HUSSUNG MECHANICAL
CONTRIBUTING EMPLOYER0
ILLINOIS MECHANICAL SERVICE & DESIGN INC
CONTRIBUTING EMPLOYER0
INDEPENDENT PIPING SERVICES LLC
CONTRIBUTING EMPLOYER0
INFINITY DESIGN & CONSTR
CONTRIBUTING EMPLOYER0
INTERTECH MECHANICAL SERVICE
CONTRIBUTING EMPLOYER0
JET MECHANICAL INC LOCAL 633
CONTRIBUTING EMPLOYER0
JOHNSON CONTROLS 502
CONTRIBUTING EMPLOYER0
KIEWIT LOCAL 633
CONTRIBUTING EMPLOYER0
KIPER HIBBARD INC
CONTRIBUTING EMPLOYER0
KUHLMAN INC
CONTRIBUTING EMPLOYER0
LEE LE'PLUMBER
CONTRIBUTING EMPLOYER0
LOUISVILLE MECH SERVICES
CONTRIBUTING EMPLOYER0
LUSK MECHANICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
NADING MECHANICAL INC
CONTRIBUTING EMPLOYER0
P K MECHANICAL LOCAL 633
CONTRIBUTING EMPLOYER0
PREMIER MECHANICAL CONTRACTING LLC
CONTRIBUTING EMPLOYER0
R & R INC OF LOUISVILLE
CONTRIBUTING EMPLOYER0
R & S MECHANICAL
CONTRIBUTING EMPLOYER0
RYAN PLUMBING AND MECHANICAL LLC
CONTRIBUTING EMPLOYER0
SCHARDEIN MECHANICAL
CONTRIBUTING EMPLOYER0
SHAMBAUGH & SONS 502
CONTRIBUTING EMPLOYER0
SHEPHERD MECHANICAL CO LLC
CONTRIBUTING EMPLOYER0
SPRINGFIELD PLUMBING
CONTRIBUTING EMPLOYER0
STAINLESS SPECIALTIES PIPING
CONTRIBUTING EMPLOYER0
STATE GROUP INDUSTRIAL (USA) LIMITED LOCAL 633
CONTRIBUTING EMPLOYER0
STERLING BOILER 633
CONTRIBUTING EMPLOYER0
SUMMIT REFRIGERATION GROUP 502
CONTRIBUTING EMPLOYER0
TRIANGLE ENTERPRISES 502
CONTRIBUTING EMPLOYER0
TRINITY HEATING & COOLING LLC
CONTRIBUTING EMPLOYER0
UNITED MECHANICAL INC
CONTRIBUTING EMPLOYER0
WAGNER-MEINERT
CONTRIBUTING EMPLOYER0
WALKER MECH CONTRS
CONTRIBUTING EMPLOYER0
WARD ENGINEERING
CONTRIBUTING EMPLOYER0
WASHBURN MECHANICAL SERVICES
CONTRIBUTING EMPLOYER0
WEBER MECHANICAL INC
CONTRIBUTING EMPLOYER0
WEST MECHANICAL LLC - LOCAL 633
CONTRIBUTING EMPLOYER0
SULLIVAN & POORE INC
CONTRIBUTING EMPLOYER0
BARTON MALOW COMPANY
CONTRIBUTING EMPLOYER0
BAYLOR HEATING & AIR
CONTRIBUTING EMPLOYER0
CANAM INDUSTRIAL
CONTRIBUTING EMPLOYER0
CLIMATE PROS
CONTRIBUTING EMPLOYER0
COENEN MECHANICAL - LOCAL 633
CONTRIBUTING EMPLOYER0
CONTROL SOLUTIONS LLC
CONTRIBUTING EMPLOYER0
DAVIS PICKERING & COMPANY INC
CONTRIBUTING EMPLOYER0
ESW PLANT SERVICES LLC LOCAL 633
CONTRIBUTING EMPLOYER0
MJ ELECTRIC LLC
CONTRIBUTING EMPLOYER0
MADDOX INDUSTRIAL CONTRACTING
CONTRIBUTING EMPLOYER0
SANDY TUBES LLC
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd