2025-11-12T11:11:47-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER STE 700 WESTCHESTER IL 60154 990 2024-01-01 366110305 PLUMBERS & PIPEFITTERS LOCAL 23 UA HEALTH & WELFARE FUND PLUM 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 RANDY ALLEN TRUSTEE 8153978350 2025-11-12 1 0 BRANDON WOLBER P01460460 3123680500 2025-11-12 2024 2025-03-06 01:10:19Z RANDY ALLEN 4525 BOEING DRIVE ROCKFORD IL 611092934 35517641 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 10 8 14 0 0 0 0 0 13414246 14674724 551562 1924914 1340 1177 13967148 16600815 0 0 12668656 13272264 101704 66514 0 0 0 702810 792442 13473170 14131220 493978 2469595 32453221 35834872 367828 133985 32085393 35700887 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 24 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 10 8 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 X RANDY ALLEN 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 RANDALL ALLEN CHAIRMAN - NEW 1.00 55.00 X 0 175365 112776 RYAN MARSHALL TRUSTEE 1.00 51.00 X 0 153448 102119 RYAN TRACEY TRUSTEE 1.00 51.00 X 0 154543 102119 WILLIAM SPRAGUE TRUSTEE 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 TRUSTEE 1.00 3.00 X 0 0 0 RICK LUNDVALL ALTERNATE TRUSTEE 1.00 3.00 X 0 0 0 GREG HARLE ALTERNATE TRUSTEE 1.00 45.00 X 0 165317 69210 JOSH CERONI TRUSTEE 1.00 3.00 X 0 0 0 TIM HUFF CHAIRMAN - PAST 1.00 55.00 X 0 20799 12962 0 669472 399186 0 0 1 0 EVERSIDE HEALTH LLC 500 W MAIN ST LOUISVILLE KY 40202 CLINIC ADMINISTRATOR 450980 BENEFITS MANAGEMENT GROUP INC 625 ENTERPRISE DR OAKBROOK IL 60523 ADMINISTRATIVE FEES 351804 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO NETWORK PROVIDER 284078 3 EMPLOYER CONTRIBUTIONS 900099 13009654 13009654 PRESCRIPTION DRUG REBATES 900099 831687 831687 PARTICIPANT AND RETIREE CONTRIBUT 900099 677641 677641 CLINIC ADMINISTRATION FEES 900099 124159 124159 SUBROGATION 900099 31583 31583 14674724 981138 981138 19860602 18916826 943776 943776 943776 MISCELLANEOUS 900099 1177 1177 1177 16600815 14674724 0 1926091 13272264 36021 5570 14138 10785 351804 74386 38855 95783 69490 52631 856 42482 34946 7968 20104 FEES MANDATED BY ACA 2264 MISCELLANEOUS 873 14131220 830898 857807 312984 607174 1511599 2273097 92756 133149 450035 429106 28897 20929 29674699 31933861 1388 8855 32453221 35834872 361086 133581 6513 0 229 404 367828 133985 X 0 0 0 0 32085393 35700887 32085393 35700887 32453221 35834872 2469595 1145899 0 X 0 1 X 1 0 1 3633 20588682 20196215 396100 0 346247 346183 64 103788 82923 20865 20929 PAYROLL WITHHOLDINGS 404 404 X 17650931 1145899 1145899 16505032 95783 95783 16600815 14035437 0 14035437 95783 95783 14131220 PART IV, LINE 1B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY 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 RANDALL ALLEN CHAIRMAN - NEW 0 172600 0 0 0 2765 0 78638 0 34138 0 288141 0 0 RYAN TRACEY TRUSTEE 0 149633 0 0 0 4910 0 70228 0 31891 0 256662 0 0 RYAN MARSHALL TRUSTEE 0 148345 0 0 0 5103 0 70228 0 31891 0 255567 0 0 GREG HARLE ALTERNATE TRUSTEE 0 164935 0 0 0 382 0 35280 0 33930 0 234527 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 BOARD CHAIRMAN 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 ADVANTAGE POINT GROUP INC 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 BASSETT MECHANICAL CONTRIBUTING EMPLOYER 0 CERONI PIPING CO CONTRIBUTING EMPLOYER 0 CFMVR TESCO CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 COMMERCIAL MECHANICAL INC CONTRIBUTING EMPLOYER 0 CONSOLIDATED MECHANICAL CONTRIBUTING EMPLOYER 0 DILLETT MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 EWING DOHERTY MECHANICAL CONTRIBUTING EMPLOYER 0 FIVE STAR PLUMBING CO CONTRIBUTING EMPLOYER 0 GA RICH & SONS CONTRIBUTING EMPLOYER 0 GEOSTAR MECHANICAL INC CONTRIBUTING EMPLOYER 0 HARTWIG MECHANICAL CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HELM MECHANICAL CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSMANN CORPORATION CONTRIBUTING EMPLOYER 0 JB CONTRACTING CORP CONTRIBUTING EMPLOYER 0 JM AARUD MECHANICAL CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 LOESCHER HEATING & AC CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INDUST (BYRON) CONTRIBUTING EMPLOYER 0 MILLER ENGINEERING COMPANY CONTRIBUTING EMPLOYER 0 MODERN PIPING INC CONTRIBUTING EMPLOYER 0 MO-ST PLUMBING & MECHANICAL CONTRIBUTING EMPLOYER 0 NELSON CARLSON MECH CONTR CONTRIBUTING EMPLOYER 0 NJ MECHANICAL LLC CONTRIBUTING EMPLOYER 0 PEARSON PLUMBING & HTG - H&W HRA ONLY CONTRIBUTING EMPLOYER 0 PRECISION PIPING INC CONTRIBUTING EMPLOYER 0 PREMISTAR CONTRIBUTING EMPLOYER 0 RPM PLUMBING LLC CONTRIBUTING EMPLOYER 0 SERVICE CONCEPTS CONTRIBUTING EMPLOYER 0 SERVICE PLUMBING CONTRIBUTING EMPLOYER 0 SIEMENS ENERGY GENERATION SVCS CO CONTRIBUTING EMPLOYER 0 TCJ MECHANICAL INC CONTRIBUTING EMPLOYER 0 TOTAL PLUMBING & HEATING CONTRIBUTING EMPLOYER 0 TRITON TEST BALANCE DESIGN CONTRIBUTING EMPLOYER 0 ADVANTAGE INDUSTRIAL SYSTEMS LLC CONTRIBUTING EMPLOYER 0 AMS MECHANICAL SYSTEMS CONTRIBUTING EMPLOYER 0 CONTI CORPORATION CONTRIBUTING EMPLOYER 0 CRAWFORD COMPANY INC CONTRIBUTING EMPLOYER 0 FELLOWS BROS MECHANICAL INC CONTRIBUTING EMPLOYER 0 JF AHERN CO CONTRIBUTING EMPLOYER 0 JOE BERO PLUMBING CONTRIBUTING EMPLOYER 0 LEE MECHANCIAL INC CONTRIBUTING EMPLOYER 0 MARTIN PETERSEN COMPANY INC CONTRIBUTING EMPLOYER 0 MECCON INDUSTRIES INC CONTRIBUTING EMPLOYER 0 NORMAN MECHANICAL INC CONTRIBUTING EMPLOYER 0 PCI ENERGY SERVICES LLC CONTRIBUTING EMPLOYER 0 PRO BACKFLOW & PLUMBING CONTRIBUTING EMPLOYER 0 QUALITY PLUMBING & MAINTENANCE II LLC 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.