2021-11-12T12:48:31-06:00 2020-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER STE 700 WESTCHESTER IL 60154 990 2020-01-01 366110305 PLUMBERS & PIPEFITTERS LOCAL 23 UA HEALTH & WELFARE FUND PLUM 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 TIMOTHY HUFF TRUSTEE 8153978350 2021-11-12 1 TIMOTHY HUFF 999009999 BRANDON WOLBER P01460460 3123680500 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TIMOTHY HUFF 4525 BOEING DRIVE ROCKFORD IL 611092934 46533493 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 10 1 14 0 0 0 0 0 8869040 8452699 1999490 1963767 896 379 10869426 10416845 0 0 10206702 10497671 94453 89187 0 0 0 759448 678645 11060603 11265503 -191177 -848658 34237291 34784491 74997 43919 34162294 34740572 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 65 0 1 14 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-NEW/CHAIRMAN-PAST 1.00 55.00 X 0 171070 108771 RYAN MARSHALL TRUSTEE 1.00 51.00 X 0 146198 96395 RYAN TRACEY TRUSTEE 1.00 51.00 X 0 145777 96395 EUGENE MEAD TRUSTEE - PAST 1.00 3.00 X 0 0 0 JAMES ZWEEP TRUSTEE-NEW/SECRETARY TREASURER-PAST 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 - NEW / TRUSTEE - PAST 1.00 3.00 X 0 0 0 RICK LUNDVALL ALTERNATE TRUSTEE 1.00 3.00 X 0 0 0 GREG HARLE ALTERNATE TRUSTEE - NEW 1.00 45.00 X 0 140745 53098 WILLIAM SPRAGUE TRUSTEE - NEW 1.00 3.00 X 0 0 0 0 603790 354659 0 0 1 0 SAV RX 224 N PARK AVE FREMONT NE 68025 BENEFIT PROVIDER 1383966 ACTIVATE HEALTHCARE LLC 2010 N DAMEN AVE CHICAGO IL 60647 CLINIC ADMINISTRATOR 430638 BENEFIT MANAGEMENT GROUP INC 903 COMMERCE DRIVE SUITE 304 OAKBROOK IL 60523 ADMINISTRATIVE FEES 293675 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO NETWORK PROVIDER 259624 4 EMPLOYER CONTRIBUTIONS 900099 7268388 7268388 PARTIC AND RETIREE CONTRIBUTIONS 900099 823559 823559 PRESCRIPTION DRUG REBATES 900099 309902 309902 CLINIC ADMINISTRATION FEES 900099 50616 50616 SUBROGATION 900099 234 234 8452699 707028 707028 37373387 36116648 1256739 1256739 1256739 MISCELLANEOUS 900099 379 379 379 10416845 8452699 0 1964146 10497671 45637 17262 17357 8931 293675 38178 36537 88517 46504 27810 4465 36908 9645 64869 16145 MISCELLANEOUS EXPENSE 7291 BANK FEES 4487 FEES MANDATED BY THE AC 3614 11265503 1268638 870301 1024730 529846 993405 1096024 23003 42240 106637 90305 458532 403223 118819 55309 30702059 32100466 34237291 34784491 73995 42887 1002 1032 74997 43919 X 0 0 0 0 34162294 34740572 34162294 34740572 34237291 34784491 -848658 1426936 0 X 0 1 X 1 0 1 52716 13744322 13739866 57172 0 346247 344975 1272 112285 58248 54037 55309 DUE TO RELATED ORGANIZATIONS 1032 1032 X 11755264 1426936 1426936 10328328 88517 88517 10416845 11176986 0 11176986 88517 88517 11265503 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-NEW/CHAIRMAN-PAS 0 166482 0 0 0 4588 0 83570 0 25201 0 279841 0 0 RYAN MARSHALL TRUSTEE 0 140917 0 0 0 5281 0 73210 0 23185 0 242593 0 0 RYAN TRACEY TRUSTEE 0 142121 0 0 0 3656 0 73210 0 23185 0 242172 0 0 GREG HARLE ALTERNATE TRUSTEE - NEW 0 139462 0 0 0 1283 0 30351 0 22747 0 193843 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 ALL-FIVE CONCRETE CUTTERS CONTRIBUTING EMPLOYER 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 CJ ERICKSON PLUMBING CO 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 DAY & ZIMMERMANN NPS 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 MECHANICAL INC CONTRIBUTING EMPLOYER 0 MADISON AREA CONSRUCTION 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 SUMMIT REFRIGERATION GROUP 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 E CENTRAL ILLINOIS PIPE TRADES CONTRIBUTING EMPLOYER 0 TESTONE MECHANICAL INC CONTRIBUTING EMPLOYER 0 WISCONSIN PIPE TRADES 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.