2019-06-03T16:23:27-05:00 2018-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2017-08-01 610655187 PLUMBERS & PIPEFITTERS LOCAL 502 HEALTH & WELFARE FUND PLUM 2488139800 700 TOWER DRIVE NO 300 TROY MI 48098 SCOTT LEWIS TRUSTEE 2488139800 2019-06-03 1 ERIC WALLIN P01630474 3123680500 12.235.239.120 2019-06-03 16:24:43 CD P 93A4F84426990A9A61EBC632D98786EB8E4F1B1D DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 2017 2019-02-21 02:37:17Z SCOTT LEWIS 700 TOWER DRIVE NO 300 TROY MI 48098 33958826 0 X N/A X 1966 KY TO PROVIDE HEALTH BENEFITS 11 7 45 0 0 0 0 0 24525516 25846464 538283 700276 8081 7105 25071880 26553845 0 0 22250359 22567512 0 0 0 0 0 706068 746073 22956427 23313585 2115453 3240260 32089989 35626295 367592 531549 31722397 35094746 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 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 44 0 1 45 1 0 0 0 0 0 0 0 0 X 11 7 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 GEORGE DESPAIN TRUSTEE - PAST 1.00 40.00 X 0 115700 32946 RICKY RUSS TRUSTEE 1.00 X 0 0 0 SCOTT LEWIS TRUSTEE 1.00 40.00 X 0 96937 73337 RICK WILSON TRUSTEE 1.00 40.00 X 0 102912 30832 MATT HAMMOND TRUSTEE 1.00 X 0 0 0 MARLIN ANDRES TRUSTEE - PAST 1.00 X 0 0 0 ERIK ELZY TRUSTEE 1.00 40.00 X 0 96566 71271 JEFF LUSK TRUSTEE 1.00 X 0 0 0 LEONARD HEUSER TRUSTEE 1.00 X 0 0 0 GARY KEELING TRUSTEE (ALTERNATE) 1.00 X 0 0 0 TIM DENSLER TRUSTEE (ALTERNATE) - NEW 1.00 X 0 0 0 RYAN KLEBER TRUSTEE (ALTERNATE) - NEW 1.00 40.00 X 0 5589 44870 KENT JESSE TRUSTEE - NEW 1.00 X 0 5589 0 0 423293 253256 0 0 1 0 BENESYS INC 700 TOWER DR TROY MI 48098 ADMINISTRATION 560836 THE SEGAL COMPANY 101 NORTH WACKER DRIVE STE 500 CHICAGO IL 60606 ACTUARIAL SERVICES 146895 2 EMPLOYER CONTRIBUTIONS 900099 22111923 22111923 PARTICIPANT CONTRIBUTIONS 900099 3734541 3734541 25846464 699804 699804 7405453 7404981 472 472 472 OTHER 900099 7105 7105 7105 26553845 25846464 0 707381 22567512 164697 53431 35726 91422 146895 82232 5476 5716 33805 SHARED EMPLOYEES 120425 FEES MANDATED BY ACA 6248 23313585 728941 4934483 3819193 123275 2995490 2913272 146691 11041 45235 45235 6647 0 24390738 27641935 2289 2289 32089989 35626295 249273 184666 118319 346883 367592 531549 X 0 0 0 0 31722397 35094746 31722397 35094746 32089989 35626295 3240260 132089 0 X 0 1 X 1 0 39879 39879 0 5356 5356 0 0 DUE TO RELATED ORGANIZATION 70354 LOCKBOX CONTRIBUTIONS NOT YET REMITTED 276529 346883 X 26594512 132089 132089 26462423 91422 91422 26553845 23222163 0 23222163 91422 91422 23313585 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 96937 0 0 0 0 0 55366 0 17971 0 170274 0 0 ERIK ELZY TRUSTEE 0 96566 0 0 0 0 0 53300 0 17971 0 167837 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 A-TECH MECHANICAL LLC CONTRIBUTING EMPLOYER 0 BEST MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 BOWEN ENGINEERING CORP CONTRIBUTING EMPLOYER 0 CLARK MECHANICAL LLC CONTRIBUTING EMPLOYER 0 CONSTRUCTION SUPPORT SERVICE CONTRIBUTING EMPLOYER 0 CONTI ELECTRIC CONTRIBUTING EMPLOYER 0 D & R SERVICES CONTRIBUTING EMPLOYER 0 DAIKIN APPLIED AMERICAS CONTRIBUTING EMPLOYER 0 DEBRA-KUEMPEL CONTRIBUTING EMPLOYER 0 DIXIE PLUMBING & HEATING CO INC CONTRIBUTING EMPLOYER 0 ENGINEERED INDUSTRIAL CONTRIBUTING EMPLOYER 0 F M SYLVAN 502 CONTRIBUTING EMPLOYER 0 GLOBE MECHANICAL CONTRIBUTING EMPLOYER 0 H M C SERVICE CO INC CONTRIBUTING EMPLOYER 0 HM WHITE CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSUNG MECHANICAL 502 CONTRIBUTING EMPLOYER 0 ILLINOIS MECHANICAL SERVICE & DESIGN INC CONTRIBUTING EMPLOYER 0 INDEPENDENT PIPING 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 LUSK MECHANICAL CONTR INC CONTRIBUTING EMPLOYER 0 MERRICK COMPANY CONTRIBUTING EMPLOYER 0 PROGRESSIVE MECHANICAL CONTRIBUTING EMPLOYER 0 R & R INC OF LOUISVILLE CONTRIBUTING EMPLOYER 0 R & S MECHANICAL CONTRIBUTING EMPLOYER 0 SADLER MECHANICAL INC CONTRIBUTING EMPLOYER 0 SCHARDEIN MECHANICAL CONTRIBUTING EMPLOYER 0 SHAMBAUGH & SONS 502 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 UNIVERSAL PIPING 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1