2023-02-04T13:43:02-05:00 2022-05-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2021-06-01 351899607 PLUMBERS AND STEAMFITTERS LOCAL 440 HEALTH & WELFARE PLAN PLUM 7654478803 3440 KOSSUTH STREET PO BOX 5769 LAFAYETTE IN 479035769 DONALD BOUGH SECRETARY/TREASURER 7654478803 2023-02-03 true DONALD BOUGH 888008888 MICHELLE L ZIMMERMAN P00266120 3175661000 2023-02-04 2021 2023-03-07 01:45:13Z DONALD BOUGH 1521 BROOKVILLE CROSSING WAY INDIANAPOLIS IN 46239 41294311 false X N/A X 1993 IN TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 8 8 0 8 0 0 30007935 29997229 3253342 642211 2323 2615 33263600 30642055 0 28819269 25727774 0 0 0 1693355 1727195 30512624 27454969 2750976 3187086 30185686 31106219 18650122 18232323 11535564 12873896 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. false false TO PROVIDE HEALTH AND WELFARE, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, DISABILITY, PRESCRIPTION DRUG, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 251 0 0 false false false false false false false false X 8 8 false true false false false false false true true false false true true true true true true false false false IN X STEWART C MILLER CO INC 7654478803 3440 KOSSUTH STREET LAFAYETTE IN 479035769 X DONALD BOUGH SECRETARY/TR 1.00 X X 0 0 0 WILLIAM BROWN TRUSTEE 1.00 X 0 0 0 GREG FULLER CHAIRMAN 1.00 X X 0 0 0 CHRIS GREINER TRUSTEE 1.00 X 0 0 0 JACK NEAL TRUSTEE 1.00 X 0 0 0 CHRIS QUINN TRUSTEE 1.00 X 0 0 0 MICHAEL RUSSELL TRUSTEE 1.00 X 0 0 0 ROBERT STIENEKER TRUSTEE 1.00 X 0 0 0 false false false LABOR FIRST 1000 MIDLANTIC DR SUITE 100 MOUNT LAUREL NJ 08054 MEDICARE DRUG 1937964 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 PPO FEES 814389 ACTIVATE HEALTHCARE 5550 S EAST ST INDIANAPOLIS IN 46227 CLINIC SERVICES 796868 STEWART C MILLER & COMPANY INC 3440 KOSSUTH STREET LAFAYETTE IN 47903 ADMINISTRATIVE 578706 EVERSIDE HEALTH LLC 1400 WEWATTA STREET SUITE 350 DENVER CO 80202 LAB SERVICES 397332 5 EMPLOYER CONTRIBUTIONS 525100 27586070 27586070 PARTICIPANT CONTRIBUTIONS 525100 2411159 2411159 29997229 838272 838272 10456195 10652256 -196061 -196061 -196061 MISCELLANEOUS INCOME 900099 2615 2615 2615 30642055 30642055 25727774 36873 15000 60541 45808 102973 10647 19863 6076 7476 PPO/RX ADMIN FEES 842885 ADMINISTRATIVE FEES 567600 TRANSITIONAL REINSURANCE 11453 27454969 0 0 0 4016433 5493638 328490 392399 2961721 3640516 351864 358351 190874 38521 158429 152353 22368749 21068962 30185686 31106219 236772 243334 18413350 17988989 18650122 18232323 X 11535564 12873896 11535564 12873896 30185686 31106219 3187086 -1848754 X false true X true false 177734 29091 148643 13140 9430 3710 152353 ACCUMULATED ELIGIBILITY CREDITS 12073000 CLAIMS INCURRED BUT NOT REPORTED 5743893 PRESCRIPTION DRUG PAYABLE 99989 MEDICAL CLAIMS PAYABLE 72107 17988989 X 28732760 -1848754 -1848754 30581514 60541 60541 30642055 27394428 27394428 60541 60541 27454969 SCHEDULE D, PAGE 3, PART X THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON APRIL 11, 1994, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (CODE). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501 (C)(9) AS OF THE FINANCIAL STATEMENT DATE. THE PLAN IS SUBJECT TO EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 WAS FILED. FORM 990, PART VI SECTION B: LINES 13 AND 14 - POLICY THE BOARD OF TRUSTEES AND THE PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE PLAN TO STEWART C. MILLER AND COMPANY, INC., THIRD PARTY ADMINISTRATORS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. 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