2025-06-09T16:07:23-05:00 2024-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-08-01 610655187 PLUMBERS & PIPEFITTERS LOCALS 502 & 633 HEALTH & WELFARE TRUST FUND PLUM 2488139800 700 TOWER DRIVE 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 2488139800 2025-06-09 1 0 ERIC WALLIN P01630474 3123680500 2025-06-09 2023 2025-03-06 01:10:19Z SCOTT LEWIS 700 TOWER DRIVE 300 TROY MI 48098 47946426 0 X N/A X 1966 KY TO PROVIDE HEALTH BENEFITS 8 4 56 0 0 0 0 0 37563850 46427231 306386 524226 21048 45950 37891284 46997407 0 0 34021290 36920111 0 0 0 0 0 904091 918421 34925381 37838532 2965903 9158875 56001802 70001513 2424109 1858951 53577693 68142562 HEALTH BENEFIT FUND 0 0 TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 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 2 0 1 56 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 X MARY WEIR 2488139800 700 TOWER DRIVE SUITE 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 1.00 40.00 X 0 134045 87651 ERIK ELZY TRUSTEE 1.00 40.00 X 0 132092 83705 KENT JESSE TRUSTEE 1.00 40.00 X 0 116589 82339 RYAN KLEBER TRUSTEE - (ALTERNATE) 1.00 40.00 X 0 117989 82339 GARY KEELING TRUSTEE 1.00 X 0 0 0 STEVEN MILBY TRUSTEE 1.00 X 0 0 0 DENNIS MEIMAN JR TRUSTEE 1.00 X 0 0 0 NEAL HURM TRUSTEE 1.00 X 0 0 0 ANTHONEY HUMPHREY TRUSTEE 1.00 X 0 0 0 BRIAN KRUER TRUSTEE - (ALTERNATE) 1.00 X 0 0 0 0 500715 336034 0 0 1 0 BENESYS INC 700 TOWER DR TROY MI 48098 ADMINISTRATION 722777 PROACTIVE MD MANAGEMENT 10 CENTIMETERS DRIVE MAULDIN SC 29662 EMPLOYEE HEALTH PROVIDER 623019 NATIONAL INVESTMENT SERVICES 777 E WISCONSIN AVENUE STE 2350 MILWAUKEE WI 53202 INVESTMENT MANAGEMENT 104392 3 EMPLOYER CONTRIBUTIONS 900099 42053866 42053866 PARTICIPANT CONTRIBUTIONS 900099 4373365 4373365 46427231 478245 478245 995000 949019 45981 45981 45981 OTHER 900099 45950 45950 45950 46997407 46427231 0 570176 36920111 204856 46890 70373 149404 63586 141779 9414 828 72058 SHARED EMPLOYEES 148905 FEES MANDATED BY ACA 10328 37838532 1948440 780519 5294202 8269169 5247243 6448310 222895 19650 51030 48133 3725 2897 14069284 20309573 29184881 34143308 31132 28087 56001802 70001513 1485458 1793572 938651 65379 2424109 1858951 X 0 0 0 0 53577693 68142562 53577693 68142562 56001802 70001513 9158875 5405994 0 X 0 1 X 1 0 39879 39879 0 11151 8254 2897 2897 NIS INTERMEDIATE FIXED INCOME QP FUND 28764558 F NIS HIGH YIELD QP FUND 1881172 F NIS TOTAL ABSOLUTE RETURN QP FUND 3497578 F 34143308 LOCKBOX CONTRIBUTIONS NOT YET REMITTED 65379 65379 X 52253997 5405994 5405994 46848003 149404 149404 46997407 37689128 0 37689128 149404 149404 37838532 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 SCOTT LEWIS TRUSTEE 0 134045 0 0 0 0 0 66206 0 21445 0 221696 0 0 ERIK ELZY TRUSTEE 0 132092 0 0 0 0 0 62260 0 21445 0 215797 0 0 RYAN KLEBER TRUSTEE - (ALTERNATE) 0 117989 0 0 0 0 0 60894 0 21445 0 200328 0 0 KENT JESSE TRUSTEE 0 116589 0 0 0 0 0 60894 0 21445 0 198928 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY MANAGEMENT OF DUTIES TO BENESYS, INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEES TO WHICH IT HAS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE ADMINISTRATOR OF THE PLAN. THE ADMINISTRATOR HAS BEEN GIVEN THE AUTHORITY BY THE BOARD OF TRUSTEES TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. SUBSEQUENTLY A COPY OF THE FORM IS PROVIDED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND. PLUMBERS & PIPEFITTERS LCL UNIONS 502 & 633 PENS TRUST FUND 700 TOWER DR TROY MI 48098 616078145 PROVIDE RETIREMENT AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS KY 401(A) N/A N/A 0 PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 502 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LCL UN 502 VARIABLE CONTRIB 401(K) PLAN 700 TOWER DR TROY MI 48098 471870034 PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS KY 401(A) N/A N/A 0 PLUMBERS LOCAL 107 EDUCATION & TRAINING FUND CONTRIBUTING EMPLOYER 0 KENTUCKY PIPE TRADES ASSOCIATION CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL UNION NUMBER 633 CONTRIBUTING EMPLOYER 0 PLUMBER & PIPEFITTER EDUCATION & TRAINING CENTER CONTRIBUTING EMPLOYER 0 KENTUCKY STATE BUILDING TRADES ASSOCIATION CONTRIBUTING EMPLOYER 0 ABEL SERVICES CONTRIBUTING EMPLOYER 0 ACCO INC CONTRIBUTING EMPLOYER 0 ALLIANCE COMFORT SYSTEMS CONTRIBUTING EMPLOYER 0 ALPHA MECHANICAL CONTRIBUTING EMPLOYER 0 ALTSTADT PLBG SERVICE INC - LOCAL 633 CONTRIBUTING EMPLOYER 0 APCOMPOWER CONTRIBUTING EMPLOYER 0 APEX MECHANICAL SYSTEMS LLC - 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