2024-06-04T13:14:10-05:00 2023-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-08-01 610655187 PLUMBERS & PIPEFITTERS LOCALS 502 & 633 HEALTH & WELFARE TRUST FUND PLUM 2488139800 700 TOWER DRIVE 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 2488139800 2024-06-04 1 SCOTT LEWIS 999009999 0 ERIC WALLIN P01630474 3123680500 2024-06-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT LEWIS 700 TOWER DRIVE 300 TROY MI 48098 38322729 0 X N/A X 1966 KY TO PROVIDE HEALTH BENEFITS 8 4 54 0 0 0 0 0 32801788 37563850 182350 306386 27578 21048 33011716 37891284 0 0 28093758 34021290 0 0 0 0 0 926325 904091 29020083 34925381 3991633 2965903 49422396 56001802 415326 2424109 49007070 53577693 HEALTH BENEFIT FUND 0 0 TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 X MARY WEIR 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 1.00 40.00 X 0 125477 86058 ERIK ELZY TRUSTEE 1.00 40.00 X 0 120157 82189 KENT JESSE TRUSTEE 1.00 40.00 X 0 109946 80849 RYAN KLEBER TRUSTEE - (ALTERNATE) 1.00 40.00 X 0 111235 80849 LEONARD HEUSER TRUSTEE - PAST 1.00 X 0 0 0 GARY KEELING TRUSTEE 1.00 X 0 0 0 STEVEN MILBY TRUSTEE 1.00 X 0 0 0 DENNIS MEIMAN JR TRUSTEE 1.00 X 0 0 0 JOE RHODES TRUSTEE - (ALTERNATE) - PAST 1.00 X 0 0 0 NEAL HURM TRUSTEE 1.00 X 0 0 0 ANTHONEY HUMPHREY TRUSTEE 1.00 X 0 0 0 BRIAN KRUER TRUSTEE - (ALTERNATE) - NEW 1.00 X 0 0 0 0 466815 329945 0 0 1 0 BENESYS INC 700 TOWER DR TROY MI 48098 ADMINISTRATION 693178 PROACTIVE MD MANAGEMENT 10 CENTIMETERS DRIVE MAULDIN SC 29662 EMPLOYEE HEALTH PROVIDER 624081 NATIONAL INVESTMENT SERVICES 777 E WISCONSIN AVENUE STE 2350 MILWAUKEE WI 53202 INVESTMENT MANAGEMENT 104052 3 EMPLOYER CONTRIBUTIONS 900099 33338436 33338436 PARTICIPANT CONTRIBUTIONS 900099 4225414 4225414 37563850 302831 302831 435000 431445 3555 3555 3555 OTHER 900099 21048 21048 21048 37891284 37563850 0 327434 34021290 218060 51652 61247 131913 81050 121029 5791 828 59608 SHARED EMPLOYEES 163924 FEES MANDATED BY ACA 8989 34925381 395517 1948440 6095268 5294202 4276155 5247243 190557 222895 51030 47305 4553 3725 10407292 14069284 28038972 29184881 14082 31132 49422396 56001802 239481 1485458 175845 938651 415326 2424109 X 0 0 0 0 49007070 53577693 49007070 53577693 49422396 56001802 2965903 1604720 0 X 0 1 X 1 0 39879 39879 0 11151 7426 3725 3725 NIS INTERMEDIATE FIXED INCOME QP FUND 23662350 F NIS HIGH YIELD QP FUND 1617629 F NIS TOTAL ABSOLUTE RETURN QP FUND 3904902 F 29184881 LOCKBOX CONTRIBUTIONS NOT YET REMITTED 938651 938651 X 39364091 1604720 1604720 37759371 131913 131913 37891284 34793468 0 34793468 131913 131913 34925381 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 SCOTT LEWIS TRUSTEE 0 125477 0 0 0 0 0 65445 0 20613 0 211535 0 0 ERIK ELZY TRUSTEE 0 120157 0 0 0 0 0 61576 0 20613 0 202346 0 0 RYAN KLEBER TRUSTEE - (ALTERNATE) 0 111235 0 0 0 0 0 60236 0 20613 0 192084 0 0 KENT JESSE TRUSTEE 0 109946 0 0 0 0 0 60236 0 20613 0 190795 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE 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 8B THE 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 11B THE 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 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND. PLUMBERS & PIPEFITTERS LCL UNIONS 502 & 633 PENS TRUST FUND 700 TOWER DR TROY MI 48098 616078145 PROVIDE RETIREMENT AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS KY 401(A) N/A N/A 0 PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 502 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LCL UN 502 VARIABLE CONTRIB 401(K) PLAN 700 TOWER DR TROY MI 48098 471870034 PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS KY 401(A) N/A N/A 0 PLUMBERS LOCAL 107 EDUCATION & TRAINING FUND CONTRIBUTING EMPLOYER 0 KENTUCKY PIPE TRADES ASSOCIATION CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 633 CONTRIBUTING EMPLOYER 0 PLUMBER & PIPEFITTER EDUCATION & TRAINING CENTER CONTRIBUTING EMPLOYER 0 KENTUCKY STATE BUILDING TRADES ASSOCIATION CONTRIBUTING EMPLOYER 0 ACCO INC CONTRIBUTING EMPLOYER 0 ALLIANCE COMFORT SYSTEMS CONTRIBUTING EMPLOYER 0 ALPHA MECHANICAL CONTRIBUTING EMPLOYER 0 ALTSTADT PLBG SERVICE INC - LOCAL 633 CONTRIBUTING EMPLOYER 0 APEX MECHANICAL SYSTEMS LLC - LOCAL 633 CONTRIBUTING EMPLOYER 0 AZCO BUILDING CONTRIBUTING EMPLOYER 0 BALLARD PLUMBING SERVICES CONTRIBUTING EMPLOYER 0 BEST MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 BOWEN ENGINEERING CONTRIBUTING EMPLOYER 0 C R MEYER & SONS LOCAL 633 CONTRIBUTING EMPLOYER 0 CARRIER BUILDING SERVICES CONTRIBUTING EMPLOYER 0 CLARK MECHANICAL LLC CONTRIBUTING EMPLOYER 0 COCHRAN MECHANICAL LLC CONTRIBUTING EMPLOYER 0 CONSOLIDATED MECH 633 CONTRIBUTING EMPLOYER 0 CONSTRUCTION SUPPORT SERVICE CONTRIBUTING EMPLOYER 0 CONTI ELECTRIC CONTRIBUTING EMPLOYER 0 CUSTOM MECHANICAL CONSTRUCTION INC LOCAL 633 CONTRIBUTING EMPLOYER 0 DAIKIN APPLIED AMERICAS CONTRIBUTING EMPLOYER 0 DEBRA-KUEMPEL CONTRIBUTING EMPLOYER 0 DIXIE PLBG & HEATING CO INC CONTRIBUTING EMPLOYER 0 E S B MECHANICAL LOCAL 633 CONTRIBUTING EMPLOYER 0 ENERFAB 502 CONTRIBUTING EMPLOYER 0 ENGINEERED INDUSTRIAL PRODS CONTRIBUTING EMPLOYER 0 FM SYLVAN INC CONTRIBUTING EMPLOYER 0 GLOBE MECHANICAL CONTRIBUTING EMPLOYER 0 GRAHAM INDUSTRIAL MAINTENANCE CONTRIBUTING EMPLOYER 0 GUBMK CONSTRUCTORS LOCAL 633 CONTRIBUTING EMPLOYER 0 H M C SERVICE CO INC CONTRIBUTING EMPLOYER 0 HARRELL-FISH INC 633 CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSUNG MECHANICAL CONTRIBUTING EMPLOYER 0 ILLINOIS MECHANICAL SERVICE & DESIGN INC CONTRIBUTING EMPLOYER 0 INDEPENDENT PIPING SERVICES LLC CONTRIBUTING EMPLOYER 0 INFINITY DESIGN & CONSTR CONTRIBUTING EMPLOYER 0 INTERTECH MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 JET MECHANICAL INC LOCAL 633 CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS 502 CONTRIBUTING EMPLOYER 0 KIEWIT LOCAL 633 CONTRIBUTING EMPLOYER 0 KIPER HIBBARD INC CONTRIBUTING EMPLOYER 0 KUHLMAN INC CONTRIBUTING EMPLOYER 0 LEE LE'PLUMBER CONTRIBUTING EMPLOYER 0 LOUISVILLE MECH SERVICES CONTRIBUTING EMPLOYER 0 LUSK MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 NADING MECHANICAL INC CONTRIBUTING EMPLOYER 0 P K MECHANICAL LOCAL 633 CONTRIBUTING EMPLOYER 0 PREMIER MECHANICAL CONTRACTING LLC CONTRIBUTING EMPLOYER 0 R & R INC OF LOUISVILLE CONTRIBUTING EMPLOYER 0 R & S MECHANICAL CONTRIBUTING EMPLOYER 0 RYAN PLUMBING AND MECHANICAL LLC CONTRIBUTING EMPLOYER 0 SCHARDEIN MECHANICAL CONTRIBUTING EMPLOYER 0 SHAMBAUGH & SONS 502 CONTRIBUTING EMPLOYER 0 SHEPHERD MECHANICAL CO LLC CONTRIBUTING EMPLOYER 0 SPRINGFIELD PLUMBING CONTRIBUTING EMPLOYER 0 STAINLESS SPECIALTIES PIPING CONTRIBUTING EMPLOYER 0 STATE GROUP INDUSTRIAL (USA) LIMITED LOCAL 633 CONTRIBUTING EMPLOYER 0 STERLING BOILER 633 CONTRIBUTING EMPLOYER 0 SUMMIT REFRIGERATION GROUP 502 CONTRIBUTING EMPLOYER 0 TRIANGLE ENTERPRISES 502 CONTRIBUTING EMPLOYER 0 TRINITY HEATING & COOLING LLC CONTRIBUTING EMPLOYER 0 UNITED MECHANICAL INC CONTRIBUTING EMPLOYER 0 WAGNER-MEINERT CONTRIBUTING EMPLOYER 0 WALKER MECH CONTRS CONTRIBUTING EMPLOYER 0 WARD ENGINEERING CONTRIBUTING EMPLOYER 0 WASHBURN MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 WEBER MECHANICAL INC CONTRIBUTING EMPLOYER 0 WEST MECHANICAL LLC - LOCAL 633 CONTRIBUTING EMPLOYER 0 SULLIVAN & POORE INC CONTRIBUTING EMPLOYER 0 BARTON MALOW COMPANY CONTRIBUTING EMPLOYER 0 BAYLOR HEATING & AIR CONTRIBUTING EMPLOYER 0 CANAM INDUSTRIAL CONTRIBUTING EMPLOYER 0 CLIMATE PROS CONTRIBUTING EMPLOYER 0 COENEN MECHANICAL - LOCAL 633 CONTRIBUTING EMPLOYER 0 CONTROL SOLUTIONS LLC CONTRIBUTING EMPLOYER 0 DAVIS PICKERING & COMPANY INC CONTRIBUTING EMPLOYER 0 ESW PLANT SERVICES LLC LOCAL 633 CONTRIBUTING EMPLOYER 0 MJ ELECTRIC LLC CONTRIBUTING EMPLOYER 0 MADDOX INDUSTRIAL CONTRACTING CONTRIBUTING EMPLOYER 0 SANDY TUBES LLC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1