2022-11-14T12:16:45-06:00 2021-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER STE 700 WESTCHESTER IL 60154 990 2021-01-01 366110305 PLUMBERS & PIPEFITTERS LOCAL 23 UA HEALTH & WELFARE FUND PLUM 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 TIMOTHY HUFF TRUSTEE 8153978350 2022-11-14 1 TIMOTHY HUFF 999009999 BRANDON WOLBER P01460460 3123680500 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TIMOTHY HUFF 4525 BOEING DRIVE ROCKFORD IL 611092934 48533398 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 10 1 11 0 0 0 0 0 8452699 9293563 1963767 2376933 379 87 10416845 11670583 0 0 10497671 11315379 89187 76320 0 0 0 678645 633090 11265503 12024789 -848658 -354206 34784491 34329164 43919 24931 34740572 34304233 PROVIDE HEALTH BENEFITS 0 0 TO 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. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 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 68 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 10 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 X TIMOTHY HUFF 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 TIMOTHY HUFF SECRETARY TREASURER 1.00 55.00 X 0 173150 110561 RYAN MARSHALL TRUSTEE 1.00 51.00 X 0 145572 98070 RYAN TRACEY TRUSTEE 1.00 51.00 X 0 147076 98070 JAMES ZWEEP TRUSTEE 1.00 3.00 X 0 0 0 BRIAN HELM TRUSTEE 1.00 3.00 X 0 0 0 ROBERT WOODEN TRUSTEE 1.00 3.00 X 0 0 0 GREGORY HILL CHAIRMAN 1.00 3.00 X 0 0 0 RICK LUNDVALL ALTERNATE TRUSTEE 1.00 3.00 X 0 0 0 GREG HARLE ALTERNATE TRUSTEE 1.00 45.00 X 0 142662 56251 WILLIAM SPRAGUE TRUSTEE 1.00 3.00 X 0 0 0 0 608460 362952 0 0 1 0 SAV RX 224 N PARK AVE FREMONT NE 68025 BENEFIT PROVIDER 1675836 ACTIVATE HEALTHCARE LLC 2010 N DAMEN AVE CHICAGO IL 60647 CLINIC ADMINISTRATOR 556260 BENEFITS MANAGEMENT GROUP INC 903 COMMERCE DRIVE SUITE 304 OAKBROOK IL 60523 ADMINISTRATIVE FEES 313009 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO NETWORK PROVIDER 265518 4 EMPLOYER CONTRIBUTIONS 900099 7877632 7877632 PARTIC AND RETIREE CONTRIBUTIONS 900099 746806 746806 PRESCRIPTION DRUG REBATES 900099 401625 401625 CLINIC ADMINISTRATION FEES 900099 118146 118146 COBRA SUBSIDY 900099 98436 98436 50918 50918 9293563 566393 566393 38673355 36862815 1810540 1810540 1810540 MISCELLANEOUS 900099 87 87 87 11670583 9293563 0 2377020 11315379 43054 8642 16544 8080 313009 27291 30233 88927 63468 33351 947 38093 8022 9088 16013 FEES MANDATED BY THE AC 3801 MISCELLANEOUS EXPENSE 847 12024789 870301 1053867 529846 468842 1096024 1266794 42240 18182 90305 90898 457134 410913 55309 46221 32100466 31384360 34784491 34329164 42887 24600 1032 331 43919 24931 X 0 0 0 0 34740572 34304233 34740572 34304233 34784491 34329164 -354206 -82133 0 X 0 1 X 1 0 1 57172 14677602 14726828 7946 0 346247 345319 928 110887 65594 45293 46221 DUE TO RELATED ORGANIZATIONS 270 PAYROLL WITHHOLDINGS 61 331 X 11499523 -82133 -82133 11581656 88927 88927 11670583 11935862 0 11935862 88927 88927 12024789 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. 0 0 0 TIMOTHY HUFF SECRETARY TREASURER 0 165324 0 0 0 7826 0 84809 0 25752 0 283711 0 0 RYAN TRACEY TRUSTEE 0 141161 0 0 0 5915 0 74378 0 23692 0 245146 0 0 RYAN MARSHALL TRUSTEE 0 139945 0 0 0 5627 0 74378 0 23692 0 243642 0 0 GREG HARLE ALTERNATE TRUSTEE 0 141604 0 0 0 1058 0 32485 0 23766 0 198913 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH 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 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A 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 19 THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 4525 BOEING DRIVE ROCKFORD IL 61109 376123990 PROVIDE PENSION BENEFITS IL 401(A) N/A NOT APPLICABLE 0 PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND 4525 BOEING DRIVE ROCKFORD IL 61109 366109329 APPRENTICE AND JOURNEYMEN TRAINING IL 501(C)5 N/A NOT APPLICABLE 0 ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN 4525 BOEING DRIVE ROCKFORD IL 61109 391951674 PROVIDE RETIREMENT BENEFITS IL 401(A) N/A NOT APPLICABLE 0 UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 4525 BOEING DRIVE ROCKFORD IL 61109 362118228 CONTRIBUTING EMPLOYER IL 501(C)5 N/A NOT APPLICABLE 0 ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL 4525 BOEING DRIVE ROCKFORD IL 61109 262258555 LABOR MANAGEMENT COOPERATION COUNCIL IL 501(C)(6) N/A NOT APPLICABLE 0 ALLIED POWER LLC CONTRIBUTING EMPLOYER 0 ALPHA CONTROLS & SERVICES CONTRIBUTING EMPLOYER 0 AREA MECHANICAL INC CONTRIBUTING EMPLOYER 0 AUTOMATIC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 AUTOMATIC FIRE SYSTEMS INC CONTRIBUTING EMPLOYER 0 CERONI PIPING CO CONTRIBUTING EMPLOYER 0 CFMVR TESCO CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 COMMERCIAL MECHANICAL INC CONTRIBUTING EMPLOYER 0 COMMERCIAL REFRIGERATION CONTRIBUTING EMPLOYER 0 CONSOLIDATED MECHANICAL CONTRIBUTING EMPLOYER 0 DESIGN PLUMBING & PIPING CONTRIBUTING EMPLOYER 0 ENTEC SERVICES INC CONTRIBUTING EMPLOYER 0 EWING DOHERTY MECHANICAL CONTRIBUTING EMPLOYER 0 FIVE STAR PLUMBING CO CONTRIBUTING EMPLOYER 0 GEOSTAR MECHANICAL INC CONTRIBUTING EMPLOYER 0 HARTWIG PLUMBING & HEATING CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSMANN CORPORATION CONTRIBUTING EMPLOYER 0 JB CONTRACTING CORP CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 KELLENBERGER PLUMBING & UNDERGROUND CONSTRUCTION CONTRIBUTING EMPLOYER 0 GA RICH & SONS CONTRIBUTING EMPLOYER 0 JENSEN'S PLUMBING & HTG CONTRIBUTING EMPLOYER 0 JF AHERN CO CONTRIBUTING EMPLOYER 0 LOESCHER HEATING & AC CONTRIBUTING EMPLOYER 0 JOE BERO PLUMBING CONTRIBUTING EMPLOYER 0 MCT SERVICES LLC CONTRIBUTING EMPLOYER 0 MODERN PIPING INC CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INDUST (BYRON) CONTRIBUTING EMPLOYER 0 MILLER ENGINEERING COMPANY CONTRIBUTING EMPLOYER 0 MO-ST PLUMBING & MECHANICAL CONTRIBUTING EMPLOYER 0 NELSON CARLSON MECH CONTR CONTRIBUTING EMPLOYER 0 PCI ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 PEARSON PLUMBING & HTG CONTRIBUTING EMPLOYER 0 ROCK VALLEY CONCRETE CUT CONTRIBUTING EMPLOYER 0 SERVICE CONCEPTS CONTRIBUTING EMPLOYER 0 SERVICE PLUMBING CONTRIBUTING EMPLOYER 0 SIEMENS WESTINGHOUSE GENE CONTRIBUTING EMPLOYER 0 TCJ MECHANICAL INC CONTRIBUTING EMPLOYER 0 TOBIN BROTHERS INC CONTRIBUTING EMPLOYER 0 TOTAL PLUMBING & HEATING CONTRIBUTING EMPLOYER 0 TRANE COMPANY CONTRIBUTING EMPLOYER 0 TRITON TEST BALANCE DESIGN CONTRIBUTING EMPLOYER 0 ADVANTAGE INDUSTRIAL SYSTEMS LLC CONTRIBUTING EMPLOYER 0 WISCONSIN PIPE TRADES CONTRIBUTING EMPLOYER 0 ADVANTAGE POINT GROUP INC CONTRIBUTING EMPLOYER 0 AUTOMATIC MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 BASSETT MECHANICAL CONTRIBUTING EMPLOYER 0 COMPLETE TEMPERATURE SYSTEMS CONTRIBUTING EMPLOYER 0 CW BURNS CO INC CONTRIBUTING EMPLOYER 0 ICON MECHANICAL CONTRIBUTING EMPLOYER 0 MECHANCIAL PLUMBING & HEATING INC CONTRIBUTING EMPLOYER 0 MK INDUSTRIES INC CONTRIBUTING EMPLOYER 0 MVP PLUMBING CORP CONTRIBUTING EMPLOYER 0 PNEUMATIC SYSTEMS PLUS LLC CONTRIBUTING EMPLOYER 0 PREMIER MECHANICAL INC CONTRIBUTING EMPLOYER 0 RJ O'NEIL INC CONTRIBUTING EMPLOYER 0 SOUTHWEST MECHANICAL INC CONTRIBUTING EMPLOYER 0 VEHICLE LIFTS & MECHANICAL CONTRIBUTING EMPLOYER 0 HELM MECHANICAL CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 FORM 990, SCHEDULE R, PART IV THE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES.