2023-05-15T08:59:57-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-07-01 746188725 PLUMBERS AND PIPEFITTERS LU NO 286 PIPEFITTERS LU 286 HEALTH & PLUM 5052658422 2300 BUENA VISTA SE SUITE 127 ALBUQUERQUE NM 87106 BRENT BERTRAND CHAIRMAN 5052658422 2023-05-12 1 BRENT BERTRAND 999009999 MICHAEL T MEAD CPA P01893207 4252506100 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRENT BERTRAND 2300 BUENA VISTA SE SUITE 127 ALBUQUERQUE NM 87106 24722538 0 X N/A X 1973 TX THE PROVISION OF BENEFITS TO PARTICIPANTS. 6 1 0 6 0 0 0 0 19135446 20639037 275320 385999 1609916 0 21020682 21025036 0 0 15488152 17587948 0 0 0 0 0 1110570 1568523 16598722 19156471 4421960 1868565 14092703 14338564 4862338 4726403 9230365 9612161 THE PROVISION OF BENEFITS TO PARTICIPANTS. 0 0 20752529 0 20639037 THE PROVISION OF HEALTH, VISION AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS. 20752529 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 6 1 1 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X SOUTHWEST SERVICE ADMINISTRATORS 5052658422 2300 BUENA VISTA SE SUITE 127 ALBUQUERQUE NM 87106 X BRENT BERTRAND CHAIRMAN 2.00 X X 0 0 0 DAVID CONDRON TRUSTEE 2.00 X 0 0 0 JEFF HENKENER TRUSTEE 2.00 X 0 0 0 BRIAN PEABODY TRUSTEE 2.00 X 0 0 0 KYLE SMITH TRUSTEE 2.00 X 0 0 0 ROBERT THORNTON SECRETARY 2.00 X X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 606015099 PPO PROVIDER 835281 EXPRESS SCRIPTS ONE EXPRESS WAY ST LOUIS MO 63121 PHARMACEUTICAL BENEFITS ADMINISTRATOR 261013 SOUTHWEST SERVICE ADMINISTRATORS 2300 BUENA VISTA SE STE 127 ALBUQUERQUE NM 87106 ADMINISTRATION 196379 3 EMPLOYER CONTRIBUTIONS 900099 20256419 20256419 EMPLOYEE CONTRIBUTIONS 900099 382618 382618 20639037 373501 373501 3710000 3697502 12498 12498 12498 21025036 20639037 0 385999 17587948 449392 87939 17844 49044 924346 30036 2791 2224 BANK CHARGES 3737 U.A. RECIPROCITY PROGRA 1170 19156471 206842 396333 29061 25781 3284846 4237137 10571954 9679313 14092703 14338564 1058088 106591 3804250 4619812 4862338 4726403 X 9230365 9612161 9230365 9612161 14092703 14338564 1868565 -1486769 0 X 0 1 X 1 0 0 LAG MONTHS ELIGIBILITY COVERAGE 116700 ACCUMULATED ELIGIBILITY 1233300 CLAIMS INCURRED BUT NOT REPORTED 3269812 4619812 X 19489223 -1486769 -1486769 20975992 49044 49044 21025036 18291865 0 18291865 49044 815562 864606 19156471 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX JURISDICTIONS; HOWEVER; THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION FORM 990, PART VI, SECTION A, LINE 2 CHAIRMAN AND ANOTHER TRUSTEE WORK FOR THE SAME COMPANY (DYNAMIC SYSTEMS, INC). SECRETARY AND ANOTHER TRUSTEE BOTH WORK FOR UA LOCAL UNION NO. 286. FORM 990, PART VI, SECTION A, LINE 3 SOUTHWEST SERVICE ADMINISTRATORS FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEES ARE APPOINTED TO THE BOARD BY UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY WHILE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT THERE IS A MATTER FOR CONSIDERATION THAT RAISES A POTENTIAL CONFLICT OF INTEREST FOR ANY TRUSTEE, OFFICER OR STAFF MEMBER OF THE PLAN, SUCH PERSON SHALL IMMEDIATELY DISCLOSE THE POTENTIAL CONFLICT OF INTEREST TO THE BOARD OF TRUSTEES OF THE PLAN. THE AFFECTED PERSON SHALL PROVIDE THE BOARD OF TRUSTEES WITH INFORMATION REGARDING THE POTENTIAL CONFLICT OF INTEREST AND, IF REQUESTED BY THE BOARD OF TRUSTEES, SHALL RECUSE HIMSELF OR HERSELF FROM DISCUSSION OF THE MATTER. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE AFFECTED PERSON DISCLOSED THE POTENTIAL CONFLICT OF INTEREST AND ABSTAINED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST. PLUMBERS & PIPEFITTERS LU NO 286 N/A SOUTHWEST PIPE TRADES ASSOCIATION N/A AT SERVICES LLC CAPITAL INDUSTRIES LLC N/A CENTRAL TEXAS INDUSTRIAL LLC N/A LASCO PROCESS SYSTEMS LLC N/A SI MECHANICAL LLC N/A 5-F MECHANICAL ABM ENGINEERING SERVICES ACHS INC ATLANTIC PLANT MAINTENANCE BEARD INTEGRATED SYSTEMS BIM DESIGNS BRANDT ENGINEERING COMPANY CRAFTCORPS DYNAMIC SYSTEMS GOEBLER TCS GOFF SERVICES HARDER MECHANICAL CARPENTERS HARKINS COMPANY JOHNSON CONTROLS JTYLER CONSTRUCTION MANAGEMENT KEMA MECHANICAL KINETIC SYSTEMS MECHANICAL & PROCESS SYSTEMS TCS MECHANICAL TEMPSET CONTROLS THE PORTER COMPANY TOTAL FACILITY SOLUTIONS TRANE COMPANY YOUNG & PRATT HM WHITE DETAILED CAD SERVICES CBS UNION HARRIS MOUNTAIN WEST LLC MLN COMPANY FM SYLVAN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0