STRATEGY STUDIO / PUBLIC DATA EXPLORER

PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND (EIN 36-6110305)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349308470
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T12:16:45-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CENTER STEAddressLine1Txt
Address Line2700AddressLine2Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366110305EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & PIPEFITTERS LOCAL 23 UABusinessNameLine1Txt
Business Name Line2HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone8153978350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP611092934ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY HUFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8153978350PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTIMOTHYPersonFirstNm
Person LastHUFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRANDON WOLBERPreparerPersonNm
PTINP01460460PTIN
Phone3123680500PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIMOTHY HUFFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP611092934ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$48,533,398GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1957FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,452,699PYProgramServiceRevenueAmt
CY Program Service Revenue$9,293,563CYProgramServiceRevenueAmt
PY Investment Income$1,963,767PYInvestmentIncomeAmt
CY Investment Income$2,376,933CYInvestmentIncomeAmt
PY Other Revenue$379PYOtherRevenueAmt
CY Other Revenue$87CYOtherRevenueAmt
PY Total Revenue$10,416,845PYTotalRevenueAmt
CY Total Revenue$11,670,583CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$10,497,671PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$11,315,379CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$89,187PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$76,320CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$678,645PYOtherExpensesAmt
CY Other Expenses$633,090CYOtherExpensesAmt
PY Total Expenses$11,265,503PYTotalExpensesAmt
CY Total Expenses$12,024,789CYTotalExpensesAmt
PY Revenues Less Expenses-$848,658PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$354,206CYRevenuesLessExpensesAmt
Total Assets BOY$34,784,491TotalAssetsBOYAmt
Total Assets EOY$34,329,164TotalAssetsEOYAmt
Total Liabilities BOY$43,919TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,931TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,740,572NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$34,304,233NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, LIFE, DENTAL, VISION, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document68IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY HUFFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8153978350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationILStateAbbreviationCd
ZIP611092934ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TIMOTHY HUFF
SECRETARY TREASURER1.0055.00Yes (X)$0$173,150$110,561
RYAN MARSHALL
TRUSTEE1.0051.00Yes (X)$0$145,572$98,070
RYAN TRACEY
TRUSTEE1.0051.00Yes (X)$0$147,076$98,070
JAMES ZWEEP
TRUSTEE1.003.00Yes (X)$0$0$0
BRIAN HELM
TRUSTEE1.003.00Yes (X)$0$0$0
ROBERT WOODEN
TRUSTEE1.003.00Yes (X)$0$0$0
GREGORY HILL
CHAIRMAN1.003.00Yes (X)$0$0$0
RICK LUNDVALL
ALTERNATE TRUSTEE1.003.00Yes (X)$0$0$0
GREG HARLE
ALTERNATE TRUSTEE1.0045.00Yes (X)$0$142,662$56,251
WILLIAM SPRAGUE
TRUSTEE1.003.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$608,460TotReportableCompRltdOrgAmt
Total Other Compensation$362,952TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SAV RX
224 N PARK AVEFREMONTNE68025BENEFIT PROVIDER$1,675,836
ACTIVATE HEALTHCARE LLC
2010 N DAMEN AVECHICAGOIL60647CLINIC ADMINISTRATOR$556,260
BENEFITS MANAGEMENT GROUP INC
903 COMMERCE DRIVE SUITE 304OAKBROOKIL60523ADMINISTRATIVE FEES$313,009
BLUE CROSS BLUE SHIELD OF ILLINOIS
300 EAST RANDOLPH STREETCHICAGOIL60601PPO NETWORK PROVIDER$265,518
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$7,877,632$7,877,632
PARTIC AND RETIREE CONTRIBUTIONS900099$746,806$746,806
PRESCRIPTION DRUG REBATES900099$401,625$401,625
CLINIC ADMINISTRATION FEES900099$118,146$118,146
COBRA SUBSIDY900099$98,436$98,436

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,918TotalRevenueColumnAmt
Related Or Exempt Func Income$50,918RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$9,293,563TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$566,393TotalRevenueColumnAmt
Exclusion$566,393ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$38,673,355SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$36,862,815SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,810,540SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,810,540TotalRevenueColumnAmt
Exclusion$1,810,540ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$87TotalRevenueColumnAmt
Exclusion$87ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$87OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,670,583TotalRevenueColumnAmt
Related Or Exempt Func Income$9,293,563RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,377,020ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$11,315,379TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,054TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,642TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,544TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,080TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$313,009TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,291TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,233TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$88,927TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$63,468TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,351TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$947TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,093TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,022TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,088TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,013TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY THE AC$3,801
MISCELLANEOUS EXPENSE$847

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,024,789TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$870,301BOYAmt
EOY$1,053,867EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$529,846BOYAmt
EOY$468,842EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,096,024BOYAmt
EOY$1,266,794EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$42,240BOYAmt
EOY$18,182EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$90,305BOYAmt
EOY$90,898EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$457,134LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$410,913LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$55,309BOYAmt
EOY$46,221EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,100,466BOYAmt
EOY$31,384,360EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,784,491BOYAmt
EOY$34,329,164EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,887BOYAmt
EOY$24,600EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,032BOYAmt
EOY$331EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,919BOYAmt
EOY$24,931EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$34,740,572BOYAmt
EOY$34,304,233EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,740,572BOYAmt
EOY$34,304,233EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,784,491BOYAmt
EOY$34,329,164EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$354,206ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$82,133NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$57,172BeginningBalanceAmt
Additions During Year$14,677,602AdditionsDuringYearAmt
Distributions During Year$14,726,828DistributionsDuringYearAmt
Ending Balance$7,946EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$346,247OtherCostOrOtherBasisAmt
Depreciation$345,319DepreciationAmt
Book Value$928BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$110,887OtherCostOrOtherBasisAmt
Depreciation$65,594DepreciationAmt
Book Value$45,293BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$46,221TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$270
PAYROLL WITHHOLDINGS$61
FieldValueIRS element (for citing)
Total Liability$331TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,499,523TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$82,133NetUnrealizedGainsInvstAmt
Revenue Not Reported-$82,133RevenueNotReportedAmt
Revenue Subtotal$11,581,656RevenueSubtotalAmt
Investment Expenses Not Incld$88,927InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$88,927RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,670,583TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,935,862TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,935,862ExpensesSubtotalAmt
Investment Expenses Not Incld2$88,927InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$88,927ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,024,789TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INTIALLY RECEIVED THROUGH A LOCKBOX HELD BY THE PLAN. AMOUNTS ARE HELD BY THE PLAN IN THE LOCKBOX UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE.
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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TIMOTHY HUFF
SECRETARY TREASURER$0$165,324$0$0$0$7,826$0$84,809$0$25,752$0$283,711$0$0
RYAN TRACEY
TRUSTEE$0$141,161$0$0$0$5,915$0$74,378$0$23,692$0$245,146$0$0
RYAN MARSHALL
TRUSTEE$0$139,945$0$0$0$5,627$0$74,378$0$23,692$0$243,642$0$0
GREG HARLE
ALTERNATE TRUSTEE$0$141,604$0$0$0$1,058$0$32,485$0$23,766$0$198,913$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH BENEFITS MANAGEMENT GROUP, INC. TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE SECRETARY TREASURER AND THIRD PARTY ADMINISTRATOR FOR THEIR REVIEW, APPROVAL AND SIGNATURE PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23
4525 BOEING DRIVEROCKFORDIL61109376123990PROVIDE PENSION BENEFITSIL401(A)N/ANOT APPLICABLE0
PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND
4525 BOEING DRIVEROCKFORDIL61109366109329APPRENTICE AND JOURNEYMEN TRAININGIL501(C)5N/ANOT APPLICABLE0
ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN
4525 BOEING DRIVEROCKFORDIL61109391951674PROVIDE RETIREMENT BENEFITSIL401(A)N/ANOT APPLICABLE0
UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23
4525 BOEING DRIVEROCKFORDIL61109362118228CONTRIBUTING EMPLOYERIL501(C)5N/ANOT APPLICABLE0
ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL
4525 BOEING DRIVEROCKFORDIL61109262258555LABOR MANAGEMENT COOPERATION COUNCILIL501(C)(6)N/ANOT APPLICABLE0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (62 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ALLIED POWER LLC
CONTRIBUTING EMPLOYER0
ALPHA CONTROLS & SERVICES
CONTRIBUTING EMPLOYER0
AREA MECHANICAL INC
CONTRIBUTING EMPLOYER0
AUTOMATIC ENVIRONMENTAL
CONTRIBUTING EMPLOYER0
AUTOMATIC FIRE SYSTEMS INC
CONTRIBUTING EMPLOYER0
CERONI PIPING CO
CONTRIBUTING EMPLOYER0
CFMVR TESCO
CONTRIBUTING EMPLOYER0
CLIMATE PROS INC
CONTRIBUTING EMPLOYER0
COMMERCIAL MECHANICAL INC
CONTRIBUTING EMPLOYER0
COMMERCIAL REFRIGERATION
CONTRIBUTING EMPLOYER0
CONSOLIDATED MECHANICAL
CONTRIBUTING EMPLOYER0
DESIGN PLUMBING & PIPING
CONTRIBUTING EMPLOYER0
ENTEC SERVICES INC
CONTRIBUTING EMPLOYER0
EWING DOHERTY MECHANICAL
CONTRIBUTING EMPLOYER0
FIVE STAR PLUMBING CO
CONTRIBUTING EMPLOYER0
GEOSTAR MECHANICAL INC
CONTRIBUTING EMPLOYER0
HARTWIG PLUMBING & HEATING
CONTRIBUTING EMPLOYER0
HAYES INDUSTRIES INC
CONTRIBUTING EMPLOYER0
HONEYWELL INC
CONTRIBUTING EMPLOYER0
HUSSMANN CORPORATION
CONTRIBUTING EMPLOYER0
JB CONTRACTING CORP
CONTRIBUTING EMPLOYER0
JOHNSON CONTROLS INC
CONTRIBUTING EMPLOYER0
KELLENBERGER PLUMBING & UNDERGROUND CONSTRUCTION
CONTRIBUTING EMPLOYER0
GA RICH & SONS
CONTRIBUTING EMPLOYER0
JENSEN'S PLUMBING & HTG
CONTRIBUTING EMPLOYER0
JF AHERN CO
CONTRIBUTING EMPLOYER0
LOESCHER HEATING & AC
CONTRIBUTING EMPLOYER0
JOE BERO PLUMBING
CONTRIBUTING EMPLOYER0
MCT SERVICES LLC
CONTRIBUTING EMPLOYER0
MODERN PIPING INC
CONTRIBUTING EMPLOYER0
MIDWEST MECHANICAL INDUST (BYRON)
CONTRIBUTING EMPLOYER0
MILLER ENGINEERING COMPANY
CONTRIBUTING EMPLOYER0
MO-ST PLUMBING & MECHANICAL
CONTRIBUTING EMPLOYER0
NELSON CARLSON MECH CONTR
CONTRIBUTING EMPLOYER0
PCI ENERGY SERVICES LLC
CONTRIBUTING EMPLOYER0
PEARSON PLUMBING & HTG
CONTRIBUTING EMPLOYER0
ROCK VALLEY CONCRETE CUT
CONTRIBUTING EMPLOYER0
SERVICE CONCEPTS
CONTRIBUTING EMPLOYER0
SERVICE PLUMBING
CONTRIBUTING EMPLOYER0
SIEMENS WESTINGHOUSE GENE
CONTRIBUTING EMPLOYER0
TCJ MECHANICAL INC
CONTRIBUTING EMPLOYER0
TOBIN BROTHERS INC
CONTRIBUTING EMPLOYER0
TOTAL PLUMBING & HEATING
CONTRIBUTING EMPLOYER0
TRANE COMPANY
CONTRIBUTING EMPLOYER0
TRITON TEST BALANCE DESIGN
CONTRIBUTING EMPLOYER0
ADVANTAGE INDUSTRIAL SYSTEMS LLC
CONTRIBUTING EMPLOYER0
WISCONSIN PIPE TRADES
CONTRIBUTING EMPLOYER0
ADVANTAGE POINT GROUP INC
CONTRIBUTING EMPLOYER0
AUTOMATIC MECHANICAL SERVICES
CONTRIBUTING EMPLOYER0
BASSETT MECHANICAL
CONTRIBUTING EMPLOYER0
COMPLETE TEMPERATURE SYSTEMS
CONTRIBUTING EMPLOYER0
CW BURNS CO INC
CONTRIBUTING EMPLOYER0
ICON MECHANICAL
CONTRIBUTING EMPLOYER0
MECHANCIAL PLUMBING & HEATING INC
CONTRIBUTING EMPLOYER0
MK INDUSTRIES INC
CONTRIBUTING EMPLOYER0
MVP PLUMBING CORP
CONTRIBUTING EMPLOYER0
PNEUMATIC SYSTEMS PLUS LLC
CONTRIBUTING EMPLOYER0
PREMIER MECHANICAL INC
CONTRIBUTING EMPLOYER0
RJ O'NEIL INC
CONTRIBUTING EMPLOYER0
SOUTHWEST MECHANICAL INC
CONTRIBUTING EMPLOYER0
VEHICLE LIFTS & MECHANICAL
CONTRIBUTING EMPLOYER0
HELM MECHANICAL
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART IVFormAndLineReferenceDesc
ExplanationTHE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES.ExplanationTxt