2021-06-09T15:25:00-05:00 2020-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2019-08-01 610655187 PLUMBERS & PIPEFITTERS LOCAL 502 HEALTH & WELFARE FUND PLUM 2488139800 700 TOWER DRIVE NO 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 2488139800 2021-06-09 1 ERIC WALLIN P01630474 3123680500 2021-06-09 2019 2022-09-23 18:48:47Z SCOTT LEWIS 700 TOWER DRIVE NO 300 TROY MI 48098 39399874 0 X N/A X 1966 KY TO PROVIDE HEALTH BENEFITS 8 4 46 0 0 0 0 0 27010121 26981647 -369716 661236 3373 1463 26643778 27644346 0 0 24565673 25236754 0 0 0 0 0 866232 829661 25431905 26066415 1211873 1577931 39294278 43003976 526423 1042630 38767855 41961346 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 46 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 RICKY RUSS TRUSTEE - PAST 1.00 X 0 0 0 SCOTT LEWIS TRUSTEE 1.00 40.00 X 0 115095 79995 RICK WILSON TRUSTEE - PAST 1.00 X 0 0 0 MATT HAMMOND TRUSTEE - PAST 1.00 X 0 0 0 ERIK ELZY TRUSTEE 1.00 40.00 X 0 113971 76586 JEFF LUSK TRUSTEE - PAST 1.00 X 0 0 0 LEONARD HEUSER TRUSTEE 1.00 X 0 0 0 GARY KEELING TRUSTEE 1.00 X 0 0 0 TIM DENSLER TRUSTEE (ALTERNATE) - PAST 1.00 X 0 0 0 RYAN KLEBER TRUSTEE 1.00 40.00 X 0 101539 75406 KENT JESSE TRUSTEE 1.00 40.00 X 0 105466 75406 STEVEN MILBY TRUSTEE - NEW 1.00 X 0 0 0 DENNIS MIEMAN JR TRUSTEE - NEW 1.00 X 0 0 0 JOE RHODES TRUSTEE - (ALTERNATE) - NEW 1.00 X 0 0 0 0 436071 307393 0 0 1 0 BENESYS INC 700 TOWER DR TROY MI 48098 ADMINISTRATION 610802 THE SEGAL COMPANY 101 NORTH WACKER DRIVE STE 500 CHICAGO IL 60606 ACTUARIAL SERVICES 110254 2 EMPLOYER CONTRIBUTIONS 900099 23006857 23006857 PARTICIPANT CONTRIBUTIONS 900099 3974790 3974790 26981647 680470 680470 11736294 11755528 -19234 -19234 -19234 OTHER 900099 1463 1463 1463 27644346 26981647 0 662699 25236754 173533 90456 58595 103141 116128 80522 749 45707 SHARED EMPLOYEES 153787 FEES MANDATED BY ACA 7043 26066415 1049793 943297 2905373 4502249 3126485 3547837 69125 180389 45235 45235 0 0 22862867 23674116 9278346 10153799 2289 2289 39294278 43003976 114996 153354 411427 889276 526423 1042630 X 0 0 0 0 38767855 41961346 38767855 41961346 39294278 43003976 1577931 1615560 0 X 0 1 X 1 0 39879 39879 0 5356 5356 0 0 NIS INTERMEDIATE FIXED INCOME QP FUND 8047441 F NIS HIGH YIELD QP FUND 684558 F NIS TOTAL ABSOLUTE RETURN QP FUND 1421800 F 10153799 DUE TO RELATED ORGANIZATION 67818 LOCKBOX CONTRIBUTIONS NOT YET REMITTED 561258 DUE TO BROKER 260200 889276 X 29156765 1615560 1615560 27541205 103141 103141 27644346 25963274 0 25963274 103141 103141 26066415 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 JURISDICITIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 SCOTT LEWIS TRUSTEE 0 115095 0 0 0 0 0 60526 0 19469 0 195090 0 0 ERIK ELZY TRUSTEE 0 113971 0 0 0 0 0 57117 0 19469 0 190557 0 0 RYAN KLEBER TRUSTEE 0 101539 0 0 0 0 0 55937 0 19469 0 176945 0 0 KENT JESSE TRUSTEE 0 105466 0 0 0 0 0 55937 0 19469 0 180872 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 ACCO INC CONTRIBUTING EMPLOYER 0 ALLIANCE COMFORT SYSTEMS CONTRIBUTING EMPLOYER 0 ALPHA MECHANICAL CONTRIBUTING EMPLOYER 0 CARRIER BUILDING SERVICES CONTRIBUTING EMPLOYER 0 COCHRAN MECHANICAL LLC CONTRIBUTING EMPLOYER 0 CONSTRUCTION SUPPORT SERVICE CONTRIBUTING EMPLOYER 0 D & R SERVICES CONTRIBUTING EMPLOYER 0 DAIKIN APPLIED AMERICAS CONTRIBUTING EMPLOYER 0 DEBRA-KUEMPEL CONTRIBUTING EMPLOYER 0 ENGINEERED INDUSTRIAL PRODS CONTRIBUTING EMPLOYER 0 GLOBE MECHANICAL CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSUNG MECHANICAL CONTRIBUTING EMPLOYER 0 ILLINOIS MECHANICAL SERVICE & DESIGN INC CONTRIBUTING EMPLOYER 0 INDEPENDENT PIPING SERVICES LLC CONTRIBUTING EMPLOYER 0 INTERTECH MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS 502 CONTRIBUTING EMPLOYER 0 KIPER HIBBARD INC CONTRIBUTING EMPLOYER 0 LOUISVILLE MECH SERVICES CONTRIBUTING EMPLOYER 0 LUSK MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 R & R INC OF LOUISVILLE CONTRIBUTING EMPLOYER 0 R & S MECHANICAL CONTRIBUTING EMPLOYER 0 SCHARDEIN MECHANICAL CONTRIBUTING EMPLOYER 0 SHAMBAUGH & SONS 502 CONTRIBUTING EMPLOYER 0 SHEPHERD MECHANICAL CO LLC CONTRIBUTING EMPLOYER 0 SPRINGFIELD PLUMBING CONTRIBUTING EMPLOYER 0 STAINLESS SPECIALTIES PIPING CONTRIBUTING EMPLOYER 0 SULLIVAN & POORE INC CONTRIBUTING EMPLOYER 0 TRINITY HEATING & COOLING LLC CONTRIBUTING EMPLOYER 0 UNITED MECHANICAL INC CONTRIBUTING EMPLOYER 0 WAGNER-MEINERT CONTRIBUTING EMPLOYER 0 WALKER MECH CONTRS CONTRIBUTING EMPLOYER 0 WARD ENGINEERING CONTRIBUTING EMPLOYER 0 WASHINGTON GROUP INTERNATIONAL CONTRIBUTING EMPLOYER 0 WEBER MECHANICAL INC CONTRIBUTING EMPLOYER 0 WEST MECHANICAL LLC CONTRIBUTING EMPLOYER 0 BEST MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 CLARK MECHANICAL LLC CONTRIBUTING EMPLOYER 0 H M C SERVICE CO INC CONTRIBUTING EMPLOYER 0 KUHLMAN INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1