2024-11-15T16:15:50-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 7550 HALCYON SUMMIT DRIVE MONTGOMERY AL 36117 990 2023-01-01 237086384 LOCAL 52 SHORT TERM DISABILITY HEALTH & WELFARE PLAN LOCA 3342720240 PO BOX 211105 MONTGOMERY AL 361211105 JOHN PAUL SMITH TRUSTEE / BUSINESS MANAGER 3342720240 2024-11-15 1 0 M CHAD SINGLETARY CPA P00166368 3342716678 2024-11-12 2023 2024-10-15 13:58:12Z JOHN PAUL SMITH PO BOX 211105 MONTGOMERY AL 361211105 4079660 0 X N/A X 1970 AL COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS. 6 5 0 0 0 0 0 0 4465109 3865215 49642 208525 3501 5920 4518252 4079660 0 0 4405055 4468742 32211 39519 0 0 0 46472 66099 4483738 4574360 34514 -494700 8898069 8716913 0 0 8898069 8716913 COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS. 0 0 HEALTH AND DENTAL INSURANCE PREMIUMS, LIFE INSURANCE, DISABILITY CLAIMS, AND DEPENDENT LIFE CLAIMS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X KAY PINCKARD 3342720240 5563 WARES FERRY ROAD MONTGOMERY AL 36109 MIKE EAVES TRUSTEE 1.00 X 0 0 0 SAM HEWITT TRUSTEE 1.00 X 0 0 0 MARK TAUNTON CHAIR 1.00 X 0 0 0 CHRIS HUTCHERSON VICE CHAIR 1.00 X 0 0 0 JIM THOMAS TRUSTEE/BUSINESS AGENT 1.00 40.00 X X 0 95920 62005 JOHN PAUL SMITH TRUSTEE/BUSINESS MANAGER 1.00 40.00 X X 0 93060 61190 0 188980 123195 0 0 1 0 BLUE CROSS AND BLUE SHIELD OF ALABAMA 450 RIVERCHASE PARKWAY EAST BIRMINGHAM AL 352980001 ADMINISTRATION 379425 1 EMPLOYER CONTRIBTUIONS 525100 3735587 3735587 EMPLOYEE CONTRIBUTIONS 525100 129628 129628 3865215 208525 208525 MISCELLANEOUS INCOME 900099 5920 5920 5920 4079660 3871135 0 208525 4468742 25278 12284 1957 3955 24162 12000 13808 3126 7908 RECIPROCITY PROGRAM EXP 765 TRUSTEE EXPENSE 375 4574360 150 150 6854883 2099199 2043036 6617564 8898069 8716913 0 0 X 0 0 0 0 8898069 8716913 8898069 8716913 8898069 8716913 -494700 125206 188338 0 X X 0 1 X 1 0 0 X 4204866 125206 125206 4079660 0 4079660 4574360 0 4574360 0 4574360 PART X, LINE 2: THE PLAN HAS NOT RECOGNIZED ANY RESPECTIVE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS IT HAS NO KNOWN TAX POSITIONS THAT WOULD SUBJECT THE PLAN TO ANY MATERIAL INCOME TAX EXPOSURE AT DECEMBER 31, 2023 AND 2022. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION ARE THE YEARS ENDED DECEMBER 31, 2020 THROUGH 2023 FOR ALL MAJOR TAX JURISDICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON INVESTMENTS X 0 0 0 JIM THOMAS TRUSTEE/BUSINESS AGENT 0 95920 0 0 0 0 0 43959 0 18046 0 157925 0 0 JOHN PAUL SMITH TRUSTEE/BUSINESS MANAGER 0 93060 0 0 0 0 0 43144 0 18046 0 154250 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BUSINESS MANAGER REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THE CASH BASIS IS MODIFIED TO RECOGNIZE UNREALIZED GAINS AND LOSSES ON INVESTMENTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S TRUSTEES ENGAGE AN INDEPENDENT AUDITOR TO AUDIT THE ORGANIZATION. THE AUDIT PROCESS IS OVERSEEN BY THE TRUSTEES. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52 PO BOX 211105 MONTGOMERY AL 361211105 630234457 PLUMBERS AND STEAMFITTERS UNION AL 501(C)(5) 0 PLUMBERS AND STEAMFITTERS APP LOCAL 52 PO BOX 211105 MONTGOMERY AL 361211105 631069860 EDUCATION AND TRAINING AL 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52 M UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52 N UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES OF PPF-LOCAL UNION 52 O PLUMBERS AND STEAMFITTERS APP LOCAL 52 M PLUMBERS AND STEAMFITTERS APP LOCAL 52 N PLUMBERS AND STEAMFITTERS APP LOCAL 52 O