2023-05-03T14:10:21-05:00 2022-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2021-08-01 596152618 PLUMBERS AND PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND PLUM 9045380100 8657 BAYPINE ROAD BUILDING 5 200 JACKSONVILLE FL 32256 WILLIE C GREGORY TRUSTEE 9045380100 2023-05-03 1 WILLIE GREGORY 999009999 GREG WALLENBECKER P01451145 3123680500 2023-05-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WILLIE C GREGORY 8657 BAYPINE ROAD BUILDING 5 200 JACKSONVILLE FL 32256 5531176 0 X N/A X 1965 FL PROVIDE HEALTH BENEFITS 6 5 0 0 0 0 0 0 5131388 5107711 333810 171365 0 0 5465198 5279076 0 0 3457924 4620003 0 0 0 0 0 236240 250209 3694164 4870212 1771034 408864 11344904 10924475 3303 42605 11341601 10881870 PROVIDE HEALTH BENEFITS 0 0 THE FUND PROVIDES HEALTH, VISION, DENTAL AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. 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 1 125 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 X NATIONAL EMPLOYEE BENEFIT ADMINISTR 9045380100 8657 BAYPINE ROAD BUILDING 5 SUITE JACKSONVILLE FL 32256 WILLIE C GREGORY TRUSTEE 1.00 40.00 X 0 114084 64386 BRANDON THOMAS TRUSTEE 1.00 X 0 0 0 GARY MONSON TRUSTEE 1.00 X 0 0 0 PAUL V JONES TRUSTEE 1.00 X 0 0 0 TIM MILES TRUSTEE 1.00 X 0 0 0 STEVE PATIRY TRUSTEE 1.00 X 0 0 0 0 114084 64386 0 0 1 0 ORLANDO HEALTH UF HEALTH CANCER CENTER PO BOX 919741 ORLANDO FL 32891 HEALTHCARE PROVIDER 534718 ADVENTHEALTH LABORATORIES PO BOX 862304 ORLANDO FL 32886 HEALTHCARE PROVIDER 189397 UNITED HEALTHCARE PO BOX 88822 MILWAUKEE WI 53288 HEALTHCARE PROVIDER 130066 3 EMPLOYER CONTRIBUTIONS 900099 4897396 4897396 PARTICIPANT & RETIREE 900099 189923 189923 COBRA SUBSIDY REFUND 900099 20392 20392 5107711 168282 168282 255183 252100 3083 3083 3083 5279076 5107711 0 171365 4620003 103900 3475 22700 9460 75350 22083 125 5545 5746 FEES MANDATED BY ACA 1825 4870212 1063361 1091860 1512914 1512950 846355 902035 7922274 7417630 11344904 10924475 3303 42605 3303 42605 X 0 0 0 0 11341601 10881870 11341601 10881870 11344904 10924475 408864 -868595 0 X 0 1 X 1 0 0 X 4401021 -868595 -868595 5269616 9460 9460 5279076 4860752 0 4860752 9460 9460 4870212 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 WILLIE C GREGORY TRUSTEE 0 114084 0 0 0 0 0 49514 0 14872 0 178470 0 0 FORM 990, PART VI, SECTION A, LINE 3 WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED CONTROL OVER DAY-TO-DAY MANAGEMENT DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC., A THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED, THROUGHLY REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND 8657 BAYPINE ROAD BUILDING 5 STE 20 JACKSONVILLE FL 32256 596228172 PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS FL 401(A) N/A N/A 0 UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 803 CONTRIBUTING EMPLOYER 0 ACKERMAN PLUMBING CONTRIBUTING EMPLOYER 0 CARRIER CORPORATION CONTRIBUTING EMPLOYER 0 COMMERICAL MECHANICAL SVC CONTRIBUTING EMPLOYER 0 FLORIDA MECHANICAL CONTRIBUTING EMPLOYER 0 HILL YORK SERVICE CORP CONTRIBUTING EMPLOYER 0 HONEYWELL INTL INC CONTRIBUTING EMPLOYER 0 IRVINE MECHANICAL INC CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 KINETICS SYSTEMS INC CONTRIBUTING EMPLOYER 0 KIRLIN FLORIDA LLC CONTRIBUTING EMPLOYER 0 MCCLOSKEY MECHANICAL CONTRIBUTING EMPLOYER 0 MECHANICAL SERVICES INC CONTRIBUTING EMPLOYER 0 MILLER PIPELINE CONTRIBUTING EMPLOYER 0 PAGE PIPING INC CONTRIBUTING EMPLOYER 0 PERSEVERE MECHANICAL CONTRIBUTING EMPLOYER 0 SAUER GROUP INC CONTRIBUTING EMPLOYER 0 SHAW MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 SIEMENS BUILDING TECH IN CONTRIBUTING EMPLOYER 0 THERMETRICS CORP CONTRIBUTING EMPLOYER 0 WALT DISNEY WORLD CONTRIBUTING EMPLOYER 0 WW GAY MECHANICAL CONTR CONTRIBUTING EMPLOYER 0 TOTAL COMFORT SOLUTIONS CONTRIBUTING EMPLOYER 0 CLIMATE PROS LLC CONTRIBUTING EMPLOYER 0 CONTI LLC CONTRIBUTING EMPLOYER 0 MILTON J WOOD CONTRIBUTING EMPLOYER 0 W SOULE & CO CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1