PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS AND PIPEFITTERS LOCAL UNION 502 FOURTH RESTATED HOSPITAL (EIN 61-0655187)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2020-07-14
- IRS object ID
- 202021969349301757
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T10:51:56-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610655187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & PIPEFITTERS LOCAL 502 HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 2488139800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE NO 300 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2488139800 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC WALLIN | PreparerPersonNm |
| PTIN | P01630474 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.235.239.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 10:51:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4FACE35E664BE34504C05171139E07BD5A8DA47B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 013BD4BEA457AB31DE8385915B9401809CC4B7ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT LEWIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE NO 300 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,970,567 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,846,464 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,010,121 | CYProgramServiceRevenueAmt |
| PY Investment Income | $700,276 | PYInvestmentIncomeAmt |
| CY Investment Income | -$369,716 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,105 | PYOtherRevenueAmt |
| CY Other Revenue | $3,373 | CYOtherRevenueAmt |
| PY Total Revenue | $26,553,845 | PYTotalRevenueAmt |
| CY Total Revenue | $26,643,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $22,567,512 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,565,673 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $746,073 | PYOtherExpensesAmt |
| CY Other Expenses | $866,232 | CYOtherExpensesAmt |
| PY Total Expenses | $23,313,585 | PYTotalExpensesAmt |
| CY Total Expenses | $25,431,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,240,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,211,873 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,626,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,294,278 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $531,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $526,423 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,094,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,767,855 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH BENEFIT FUND | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY WEIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488139800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE SUITE 300 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|
| RICKY RUSS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT LEWIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $109,826 | $77,812 | 40.00 |
| RICK WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HAMMOND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK ELZY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $102,980 | $74,413 | 40.00 |
| JEFF LUSK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD HEUSER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KEELING | ||||||
| TRUSTEE (ALTERNATE) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM DENSLER | ||||||
| TRUSTEE (ALTERNATE) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN KLEBER | ||||||
| TRUSTEE (ALTERNATE) | 1.00 | Yes (X) | $0 | $97,853 | $73,237 | 40.00 |
| KENT JESSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $100,706 | $73,237 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $411,365 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,699 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENESYS INC | |||||
| 700 TOWER DR | TROY | MI | 48098 | ADMINISTRATION | $603,431 |
| THE SEGAL COMPANY | |||||
| 101 NORTH WACKER DRIVE STE 500 | CHICAGO | IL | 60606 | ACTUARIAL SERVICES | $197,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $23,188,103 | $23,188,103 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $3,822,018 | $3,822,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,010,121 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $713,780 | TotalRevenueColumnAmt |
| Exclusion | $713,780 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,243,293 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,326,789 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,083,496 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,083,496 | TotalRevenueColumnAmt |
| Exclusion | -$1,083,496 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,373 | TotalRevenueColumnAmt |
| Exclusion | $3,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,373 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,643,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,010,121 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$366,343 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,565,673 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,329 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,815 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,148 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,626 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,769 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,826 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,685 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SHARED EMPLOYEES | $153,486 |
| FEES MANDATED BY ACA | $6,790 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,431,905 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,934,483 | BOYAmt |
| EOY | $1,049,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,275 | BOYAmt |
| EOY | $2,905,373 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,913,272 | BOYAmt |
| EOY | $3,126,485 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,041 | BOYAmt |
| EOY | $69,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,235 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,641,935 | BOYAmt |
| EOY | $22,862,867 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,278,346 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,289 | BOYAmt |
| EOY | $2,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,626,295 | BOYAmt |
| EOY | $39,294,278 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,666 | BOYAmt |
| EOY | $114,996 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,883 | BOYAmt |
| EOY | $411,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,549 | BOYAmt |
| EOY | $526,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,094,746 | BOYAmt |
| EOY | $38,767,855 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,094,746 | BOYAmt |
| EOY | $38,767,855 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,626,295 | BOYAmt |
| EOY | $39,294,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,211,873 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,461,236 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,879 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,356 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NIS INTERMEDIATE FIXED INCOME QP FUND | $7,433,081 | F |
| NIS HIGH YIELD QP FUND | $530,480 | F |
| NIS TOTAL ABSOLUTE RETURN QP FUND | $1,314,785 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,278,346 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $43,107 |
| LOCKBOX CONTRIBUTIONS NOT YET REMITTED | $368,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $411,427 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,008,388 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,461,236 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,461,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,547,152 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $96,626 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $96,626 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,643,778 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,335,279 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,335,279 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $96,626 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $96,626 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,431,905 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT LEWIS | ||||||||||||||
| TRUSTEE | $0 | $109,826 | $0 | $0 | $0 | $0 | $0 | $58,905 | $0 | $18,907 | $0 | $187,638 | $0 | $0 |
| ERIK ELZY | ||||||||||||||
| TRUSTEE | $0 | $102,980 | $0 | $0 | $0 | $0 | $0 | $55,506 | $0 | $18,907 | $0 | $177,393 | $0 | $0 |
| RYAN KLEBER | ||||||||||||||
| TRUSTEE (ALTERNATE) | $0 | $97,853 | $0 | $0 | $0 | $0 | $0 | $54,330 | $0 | $18,907 | $0 | $171,090 | $0 | $0 |
| KENT JESSE | ||||||||||||||
| TRUSTEE | $0 | $100,706 | $0 | $0 | $0 | $0 | $0 | $54,330 | $0 | $18,907 | $0 | $173,943 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (43 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ACCO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ALLIANCE COMFORT SYSTEMS | |
| CONTRIBUTING EMPLOYER | 0 |
| ALPHA MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| A-TECH MECHANICAL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| BEST MECHANICAL SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| BOWEN ENGINEERING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| CARRIER BUILDING SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| CLARK MECHANICAL LLC | |
| 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 |
| DIXIE PLBG & HEATING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ENGINEERED INDUSTRIAL PRODS | |
| CONTRIBUTING EMPLOYER | 0 |
| GLOBE MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| H M C SERVICE CO INC | |
| 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 |
| INFINITY DESIGN & CONSTR | |
| CONTRIBUTING EMPLOYER | 0 |
| INTERTECH MECHANICAL SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHNSON CONTROLS 502 | |
| CONTRIBUTING EMPLOYER | 0 |
| KIPER HIBBARD INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KUHLMAN INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LOUISVILLE MECH SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| LUSK MECHANICAL CONTRACTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| PROGRESSIVE MECHANICAL | |
| 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 |
| TRINITY HEATING & COOLING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITED MECHANICAL INC | |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |