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PIPE TRADES INDUSTRY HEALTH & WELFARE PLAN: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PIPE TRADES INDUSTRY HEALTH & WELFARE PLAN (EIN 35-1063466)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-09
IRS object ID
202003149349302310
Schema version
2019v5.0
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)
Return2020-11-09T10:17:48-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351327464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACKRIDER & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11925 Wabash AvenueAddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP478073326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351063466EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pipe Trades Industry Health and WelfareBusinessNameLine1Txt
Business Name Line2PlanBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone8128772581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3040AddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark A UngerPersonNm
Person TitleChairmanPersonTitleTxt
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCraig A Todd CPAPreparerPersonNm
PTINP00593406PTIN
Phone8122329492PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMark A UngerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5177AddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47805ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,687,278GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionProvide health and welfare benefits to members.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$39,705,235PYProgramServiceRevenueAmt
CY Program Service Revenue$41,633,981CYProgramServiceRevenueAmt
PY Investment Income$965,923PYInvestmentIncomeAmt
CY Investment Income$814,420CYInvestmentIncomeAmt
CY Other Revenue$18,409CYOtherRevenueAmt
PY Total Revenue$40,671,158PYTotalRevenueAmt
CY Total Revenue$42,466,810CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$35,049,742PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,385,807CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$639,868PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$630,382CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,849,488PYOtherExpensesAmt
CY Other Expenses$1,901,155CYOtherExpensesAmt
PY Total Expenses$37,539,098PYTotalExpensesAmt
CY Total Expenses$36,917,344CYTotalExpensesAmt
PY Revenues Less Expenses$3,132,060PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,549,466CYRevenuesLessExpensesAmt
Total Assets BOY$38,783,453TotalAssetsBOYAmt
Total Assets EOY$45,984,789TotalAssetsEOYAmt
Total Liabilities BOY$1,039,233TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,134,942TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,744,220NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,849,847NetAssetsOrFundBalancesEOYAmt
MissionProvide health and welfare benefits to members.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$36,916,738ExpenseAmt
Revenue$41,633,981RevenueAmt
DescHealth and welfare benefits paid to/for members and dependents and related expenses.Desc
Total Program Service Expenses$36,916,738TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document538IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonStephanie MorganPersonNm
Phone8128772581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18680 E Milner AvenueAddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Stephanie Morgan
Admin Manager40.000.00Yes (X)$89,775$0$35,973
Mark Swaner
Trustee2.000.00$0$0$0Yes (X)
Mark A Unger
Chairman4.000.00Yes (X)$0$0$0Yes (X)
Keith Murt
Vice-Chairman2.000.00Yes (X)$0$0$0Yes (X)
Keith Kolb
Trustee2.000.00$0$0$0Yes (X)
John Bates
Vice-Chairman2.000.00Yes (X)$0$0$0Yes (X)
Kyle Henderson
Sec-Treasurer4.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$89,775TotalReportableCompFromOrgAmt
Total Other Compensation$35,973TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Anthem Insurance Company
220 Virginia AvenueIndianapolisIN46204PPO$1,164,456
United Healthcare
PO Box 29675Hot SpringsAR71903PDP$2,828,936
R&E Software Designs
1620 S 7th StreetTerre HauteIN47802Software Consulting$116,685
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Employer Contributions900099$38,041,543$38,041,543
Participant Contributions900099$3,592,438$3,592,438
FieldValueIRS element (for citing)
Total Program Service Revenue$41,633,981TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$950,647TotalRevenueColumnAmt
Exclusion$950,647ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,084,241SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,220,468SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$136,227SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$136,227TotalRevenueColumnAmt
Exclusion-$136,227ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Misc. Other Income900099$3,667$3,667
Supplemental Reimbursemen900099$14,742$14,742
FieldValueIRS element (for citing)
Other Revenue Total$18,409OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,466,810TotalRevenueColumnAmt
Related Or Exempt Func Income$41,652,390RelatedOrExemptFuncIncomeAmt
Exclusion$814,420ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,385,807TotalAmt
Program Services$34,385,807ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$125,748TotalAmt
Program Services$125,748ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$263,650TotalAmt
Program Services$263,650ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$92,891TotalAmt
Program Services$92,891ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$120,265TotalAmt
Program Services$120,265ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,828TotalAmt
Program Services$27,828ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$45,642TotalAmt
Program Services$45,642ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,597TotalAmt
Program Services$35,597ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$37,000TotalAmt
Program Services$37,000ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,464,717TotalAmt
Program Services$1,464,717ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,654TotalAmt
Program Services$13,654ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,790TotalAmt
Program Services$11,790ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,734TotalAmt
Program Services$2,128ProgramServicesAmt
Management And General$606ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,483TotalAmt
Program Services$11,483ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$132,493TotalAmt
Program Services$132,493ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Postage and Shipping$73,674$73,674
Printing and Publications$16,401$16,401
Other Taxes$14,868$14,868
Equipment Rental$12,676$12,676

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$28,426TotalAmt
Program Services$28,426ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,917,344TotalAmt
Program Services$36,916,738ProgramServicesAmt
Management And General$606ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,566,272BOYAmt
EOY$8,628,085EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,177,846BOYAmt
EOY$3,576,835EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,782BOYAmt
EOY$16,857EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$757,271LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$694,242LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$69,498BOYAmt
EOY$63,029EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,910,493BOYAmt
EOY$33,669,643EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$45,462BOYAmt
EOY$30,240EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,783,453BOYAmt
EOY$45,984,789EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,039,233BOYAmt
EOY$1,134,942EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,039,233BOYAmt
EOY$1,134,942EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$37,744,220BOYAmt
EOY$44,849,847EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,744,220BOYAmt
EOY$44,849,847EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,783,453BOYAmt
EOY$45,984,789EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,549,466ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,556,161NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,000OtherCostOrOtherBasisAmt
Book Value$2,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$275,326OtherCostOrOtherBasisAmt
Depreciation$231,202DepreciationAmt
Book Value$44,124BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$479,945OtherCostOrOtherBasisAmt
Depreciation$463,040DepreciationAmt
Book Value$16,905BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$63,029TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$43,985,971TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,556,161NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,556,161RevenueNotReportedAmt
Revenue Subtotal$42,429,810RevenueSubtotalAmt
Investment Expenses Not Incld$37,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$37,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$42,466,810TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,880,344TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$36,880,344ExpensesSubtotalAmt
Investment Expenses Not Incld2$37,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$37,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$36,917,344TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessAll trustees do not review the annual 990; however, the Plan's Administrator and the signing officer (Chairman) reviews the Form 990 upon its completion prior to its submission to the IRS.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableDocuments are available for review at office located at 8680 E. Milner Avenue, Terre Haute, IN.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
Local Union No 136
2300 St Joseph IPDEvansvilleIN47720INN/Afalse
Local Union No 184
1332 BroadwayPaducahKY42001KYN/Afalse
Pipe Trades H & W Plan
P O Box 3040Terre HauteIN47803INN/Afalse
Plumbers & Fitters #157
8801 East Milner AvenueTerre HauteIN47803INN/Afalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
Galloway Plbg & Mech LLC
3230 Central AvenuePaducahKY42001KYN/Afalsefalse
ICI Mechanical LLC
611 House RoadBoazKY42027KYN/Afalsefalse
Morsey Constructors LLC
959 Dr Smith LaneCalvert CityKY42026KYN/Afalsefalse
Shambaugh & Son LP
PO Box 1287Fort WayneIN46801INN/Afalsefalse
Hamilton Mechanical LLC
6848 Tadpole CtIndianapolisIN46237INN/Afalsefalse
SR Mechanical LLC
6302 State Road 60EOrleansIN47452INN/Afalsefalse
Alliant Mechanical Serv
1330 W Maryland StEvansvilleIN47710INN/Afalsefalse
CBRE GWS LLC
2100 Ross Ave Suite 1600DallasTX75201TXN/Afalsefalse
HM White Contracting LLC
12855 Burt RoadDetroitMI48223MIN/Afalsefalse
Thompson Plumbing LLC
1865 Slickback RoadBentonKY42025KYN/Afalsefalse
Yandle Tubes LLC
1321 Summer StNewberrySC29108SCN/Afalsefalse
Spartan Mechanical LLC
PO Box 27AvocaIN47420INN/Afalsefalse
Fluid Technologies LLC
3247 E CR 300 NLogansportIN46947INN/Afalsefalse
Walsh Industrial Piping
PO Box 11400LexingtonKY40575KYN/Afalsefalse
Terry Plumbing Co
5503 S Lagrange RdCountrysideIL60525ILN/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (134 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
A A Huber & Sons Inc
500 North Jackson StGreencastleIN46135INN/Afalse
Alpha Mechanical Service
7200 Distribution DrLouisvilleKY40258KYN/Afalse
Azco Inc
PO Box 567AppletonWI54912WIN/Afalse
B & S Plbg & Htg Inc
775 West Johnson AveTerre HauteIN47802INN/Afalse
Bass Maintenance Corp
PO Box 98WickliffeeKY42087KYN/Afalse
Benchmark Mechanical
700 E Firmin St Suite 112KokomoIN46902INN/Afalse
Big Inch Fab and Constr
PO Box 99MontezumaIN47862INN/Afalse
BMW Constructors Inc
1740 West Michigan StIndianapolisIN46222INN/Afalse
Bowen Engineering Corp
PO Box 40729IndianapolisIN46240INN/Afalse
Buds Plbg Ser Inc
400 East llinoisEvansvilleIN47711INN/Afalse
CMI Heating and Air
PO Box 3374PaducahKY42001KYN/Afalse
Carrier Building Service
5900 Northwoods Business PkwyCharlotteNC28269NCN/Afalse
Cesa Contractors Inc
PO Box 525Calvert CityKY42029KYN/Afalse
Chester Mechanical Inc
331 North 12th StreetPaducahKY42002KYN/Afalse
Custom Mechanical Const
1609 Allens LaneEvansvilleIN47710INN/Afalse
D A Dodd
14 East Michigan StRolling PrairieIN46371INN/Afalse
D K Construction Co
PO Box 388Calvert CityKY42029KYN/Afalse
Debra-Kuempel
3976 Southern AvenueCincinnatiOH45227OHN/Afalse
Deig Bros Lbr & Constr Co
2804 A StEvansvilleIN47712INN/Afalse
Dunlap & Company Inc
PO Box 328ColumbusOH47202OHN/Afalse
Education & Training
5820 Benton RdPaducahKY42003KYN/Afalse
Educational Trust Fund
8801 East Milner AveTerre HauteIN47803INN/Afalse
Enerfab Corporation
4955 Spring Grove AveCincinnatiOH45232OHN/Afalse
Ev Plumbers Apprentice
4301 N St Joseph AveEvansvilleIN47720INN/Afalse
Freitag-Weinhardt Inc
5900 N 13th StTerre HauteIN47805INN/Afalse
G-UB-MK Constructors
1302 Topside RoadLouisvilleTN37764TNN/Afalse
Garys Plumbing Service
2512 North CullenEvansvilleIN47715INN/Afalse
Gibson Services Comp Inc
6000 North 13th StTerre HauteIN47805INN/Afalse
Graves Plbg Htg & AC
PO Box 238Switz CityIN47465INN/Afalse
Graycor Industrial Const
2 Mid America PlazaVilla ParkIL60181ILN/Afalse
Hampton Refrigeration Inc
2711 North Cullen AveEvansvilleIN47715INN/Afalse
Harrell-Fish Inc
PO Box 1998BloomingtonIN47402INN/Afalse
Hartig Plumbing Inc
10105 Bob Harris RdKevilKY42053KYN/Afalse
Heflin Industries Inc
5267 E West AirportBloomingtonIN47403INN/Afalse
Heinz H G Inc
PO Box 123VincennesIN47591INN/Afalse
Honeywell Inc
1985 Douglas Drive NGolden ValleyMN55422MNN/Afalse
IPT Pension Plan
8680 East Milner AveTerre HauteIN47803INN/Afalse
ICU Service Company
PO Box 6866LafayetteIN47904INN/Afalse
Ind St Pipe Trades Assoc
PO Box 8916Fort WayneIN46898INN/Afalse
Industrial Contrs Inc
75-20 Astoria Blvd Ste 200East ElmhurstNY11370NYN/Afalse
Industrial Supply Company
322-328 N 9th StTerre HauteIN47807INN/Afalse
J L Allen Company
PO Box 341TuscolaIL61953ILN/Afalse
Johnson Controls Inc
507 E Michigan StMilwaukeeWI53202WIN/Afalse
Mastercraft Mechanical
13980 E Capt J Nelson DrOdonIN47562INN/Afalse
McIntyre Brothers Inc
PO Box 67BedfordIN47421INN/Afalse
McReynolds Process Pipin
PO Box 125GraceyKY42232KYN/Afalse
Mech Tech
5267 B West Airport RdBloomingtonIN47403INN/Afalse
Messmer Mechanical Inc
402 3rd AveJasperIN47546INN/Afalse
Michels Pipeline
817 W MainBrownsvilleWI53006WIN/Afalse
Midwest Mechanical
PO Box 4088EvansvilleIN47711INN/Afalse
Miller Pipeline Corp
PO Box 34141IndianapolisIN46234INN/Afalse
MMC Contractors National
13800 Wyandotte StKansas CityMO64145MON/Afalse
Morris Construction Inc
PO Box 377RobinsonIL62454ILN/Afalse
Morrow Mechanical Svcs
PO Box 6514EvansvilleIN47719INN/Afalse
Muensterman Wilburn
2125 Lexington StEvansvilleIN47712INN/Afalse
Murtco Mechanical Inc
815 Abell StPaducahKY42003KYN/Afalse
Newjac Inc
415 S Grant StLebanonIN46052INN/Afalse
North Mech Contr Inc
2627 N EmersonIndianapolisIN46218INN/Afalse
PCR Plumbing
600 Ingle StreetEvansvilleIN47708INN/Afalse
Paducah Mechanical Service
PO Box 2909PaducahKY42001KYN/Afalse
Quality Pldg & Htg Inc
PO Box 428Bunker HillIN46914INN/Afalse
Reliable Plbg & Htg Co
1411 Interstate DrChampaignIL61826ILN/Afalse
Ritzert Company Inc
3117 Kratzville RdEvansvilleIN47710INN/Afalse
Schmitt Refrig & AC
200 S GovernorEvansvilleIN47713INN/Afalse
Senco Construction Inc
Hwy 33 EastRobinsonIL62454ILN/Afalse
Senex X-Ray Company
Hwy 33 EastRobinsonIL62454ILN/Afalse
Shekell J E Inc
424 W Tennessee StEvansvilleIN47710INN/Afalse
State Group Industrial
13800 Hwy 57EvansvilleIN47725INN/Afalse
Sterling Boiler & Mech
PO Box 8004EvansvilleIN47716INN/Afalse
Strahl Frank and Son
401 North WashingtonDanvilleIL61832ILN/Afalse
Superior Mechanical Inc
648 Walnut StreetTerre HauteIN47807INN/Afalse
Sycamore Engineering
PO Box 1056Terre HauteIN47808INN/Afalse
Travis Construction Co
PO Box 248Calvert CityKY42029KYN/Afalse
Triangle Enterprises Inc
3630 Cairo RdPaducahKY42001KYN/Afalse
United Mechanical HVAC
3233 Clarks River Rd Ste 1PaducahKY42003KYN/Afalse
Universal Piping Inc
12900 Capital StOak ParkMI48237MIN/Afalse
Venture Mechanical Contr
1012 E Williams StDanvilleIL61832ILN/Afalse
Weddle Plumbing Inc
PO Box 6253BloomingtonIN47407INN/Afalse
Williams Plant Services
100 Crescent Centre Pkwy Ste 1240TuckerGA30084GAN/Afalse
Consolidated Mechanical
2701 Greenriver DrOwensboroKY42303KYN/Afalse
United Construction Co
3120 Northwestern PikeParkersburgWV26104WVN/Afalse
Alstadt Plumbing Service
1401 Buchannan RdEvansvilleIN47720INN/Afalse
Bec Mechanical
208 East BroadwayOgdenIL61859ILN/Afalse
Eagle Mechanical Inc
4042 W 71st Street Ste AIndianapolisIN46268INN/Afalse
Haase Mechancial Const
441 Hoffman DrHendersonKY42420KYN/Afalse
Infrasource Underground
2311 Green Card Ste DAnn ArborMI48105MIN/Afalse
Atlantic Plant Maintenance Inc
3225 Pasadena BlvdPasadenaTX77503TXN/Afalse
East Central Illinois Benefit Fd
13537 Barrett Parkway DrBallwinMO63021MON/Afalse
HMH Contractors Inc
817 Millbrook LaneKokomoIN46901INN/Afalse
John E Green Company
220 Victor AveHighland ParkMI48203MIN/Afalse
NKC Conveyor Int Co
1572 E Brooks RdMemphisTN38116TNN/Afalse
Western KY Industrial Con
PO Box 641Calvert CityKY42029KYN/Afalse
Aecom Energy & Cont Inc
6200 S Quebec StGreenwood VillageCO80111CON/Afalse
Mariner Mechanical HVAC
PO Box 782PaducahKY42002KYN/Afalse
County Wide ELEPLBHTG
402 S Washington StDelphiIN46923INN/Afalse
Illinois Mech Service & D
PO Box 10494PeoriaIL61612ILN/Afalse
Tron Mechanical Inc
PO Box 691Mt VernonIN47620INN/Afalse
H & R Mechanical
1703 Cincinnati PikeGeorgetownKY40324KYN/Afalse
Industrial Piping Inc
712 W 15th StHopkinsvilleKY42240KYN/Afalse
Central State Constr Inc
PO Box 277MarshallIL62441ILN/Afalse
Mel-Kay Electric Co Inc
1511 N Garvin StEvansvilleIN47711INN/Afalse
A&R Mechanical Contrs
711 Kettering ParkUrbanaIL61803ILN/Afalse
API Inc
1100 Old Hwy 8 NWNew BrightonMN55112MNN/Afalse
General Piping Inc
PO Box 34367IndianapolisIN46234INN/Afalse
Progressive Mechanical
10800 Galaxie AveFerndaleMI48220MIN/Afalse
C R Meyer and Sons Co
PO Box 2157OshkoshWI54903WIN/Afalse
H M C Service Company
6909 Enterprise DrLouisvilleKY40214KYN/Afalse
Mechanical Inc
PO Box 690FreeportIL61032ILN/Afalse
F M Sylvan Inc
317 Wilhagan RdNashvilleTN37217TNN/Afalse
Fluor Maintenance Service
1 Fluor Daniel DrSugar LandTX77478TXN/Afalse
Mechanical Corp
1001 Commerce PkwyGreenwoodIN46143INN/Afalse
Above All Service
819 Front Royal DrIndianapolisIN46227INN/Afalse
All Kraft Inc
PO box 5317South FultonTN38257TNN/Afalse
Ballard Plumbing Service
7320 Wurth RdPaducahKY42001KYN/Afalse
Cobian Utility Contractors
3540 River Bend DrRacineWI53404WIN/Afalse
Construction & Turnaround
1900 N 161st E AveTulsaOK74116OKN/Afalse
E O S Mechanical
343 Lively BlvdElk Grove VillageIL60007ILN/Afalse
Fisher Contracting Co
3401 Contractor DriveMidlandMI48642MIN/Afalse
Harris Company
909 Montreal CircleSt PaulMN55102MNN/Afalse
Jetts Specialty Contracting
660 Chester Hack DrPaducahKY42003KYN/Afalse
Kiewit Power Constructor
611 Old Highway 70 SRogersvilleTN37857TNN/Afalse
Kinf-Lar Company
2020 E Olive StDecaturIL62526ILN/Afalse
Mc GrawKokosing
101 Clark BlvdLiberty TownshipOH45044OHN/Afalse
Meade Electric Company
625 Willowbrook Center PkwyWillowbrookIL60527ILN/Afalse
Mel-Kay Plumbing
1511 N Garvin StreetEvansvilleIN47711INN/Afalse
Nooter Construction Co
1500 S 2nd StSt LouisMO63104MON/Afalse
NPL Construction
2121 Maxim DrJolietIL60436ILN/Afalse
Pipco Ltd
1409 W Altorfer DrPeoriaIL61615ILN/Afalse
Pipe Works
472 S Main StMartinsvilleIN46151INN/Afalse
Process Mechanical System
1343 E Wisconsin AvePewaukeeWI53072WIN/Afalse
Project Design & Piping Inc
3615 Transportation DrFort WayneIN46818INN/Afalse
Straightline Refrigeration
1925 W Packard StAppletonWI54914WIN/Afalse
Temp Masters Inc
5975 N 300 WUniondaleIN46791INN/Afalse
Universal Piping Inc
1 Presidential DrRoselleIL60172ILN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd