2018-10-25T11:13:21-05:00 2017-12-31 730941849 BRYAN LITTLE HALEY & KENT P C P O BOX 2306 BARTLESVILLE OK 740052306 990 2017-01-01 730776131 PIPE FITTERS LOCAL UNION 430 HEALTH AND WELFARE FUND PIPE 9188360430 2908 NORTH HARVARD TULSA OK 74115 BRAD FORD BUSINESS MANAGER 9188360430 2018-10-22 1 THAD KENT P00395763 9183361433 162.208.44.28 2018-10-22 16:16:08 CD P F2C50DD12AC69BDF3FFBA955390DDE66BAA6404F F2C50DD12AC69BDF3FFBA955390DDE66BAA6404F 2017 2018-06-14 16:35:46Z BRAD FORD 2908 NORTH HARVARD AVENUE TULSA OK 74115 6049553 0 X N/A X 1968 OK HEALTH AND WELFARE INSURANCE PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION 430. 8 8 0 0 0 0 0 0 5776693 5813178 194920 236375 0 0 5971613 6049553 0 0 6142194 5707384 0 0 0 0 0 1060295 836103 7202489 6543487 -1230876 -493934 8784492 8372719 515684 408369 8268808 7964350 TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PLUMBERS AND PIPEFITTERS LOCAL UNION 430. 0 0 ADMINISTRATION OF EMPLOYERS' CONTRIBUTIONS PURSUANT TO A COLLECTIVELY BARGAINED PLAN; AND ADMINISTRATION OF BENEFIT PAYMENTS FOR CLAIMS OF THE SELF INSURED HEALTH & WELFARE FUND 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X THE ORGANIZATION 9188360430 2908 NORTH HARVARD TULSA OK 74115 J BRAD FORD SECRETARY 2.50 X X 0 99105 0 RICHARD SHOEMAKER JR CHAIRMAN 2.50 X X 0 0 0 SCOTT SODER VICE CHAIRMAN 2.50 X X 0 0 0 RANDALL BANKS TRUSTEE 2.50 X 0 70551 0 L MIKE DAVIDSON TRUSTEE 2.50 X 0 33799 0 DANIEL OWENS TRUSTEE 2.50 X 0 0 0 MICHAEL SKINNER TRUSTEE 2.50 X 0 85770 0 PHELAND LUCAS TRUSTEE 2.50 X 0 0 0 0 289225 0 0 0 0 0 BLUE CROSS BLUE SHIELD 1001 E LOOKOUT DRIVE RICHARDSON TX 75082 IN-NETWORK CLAIMS PROCESSING 228384 IECGROUP INC 520 CENTRAL PARKWAY EAST STE 311 PLANO TX 75074 THIRD-PARTY ADMINISTRATOR 134623 2 EMPLOYER CONTRIBUTIONS 900001 5345180 5345180 STOP LOSS RECOVERIES 900001 460129 460129 EMPLOYEE CONTRIBUTIONS 900001 7869 7869 5813178 236375 236375 6049553 5813178 0 236375 5707384 19745 35503 20326 41691 15182 7125 20348 ACCESS & ADMINISTRATION 382381 STOP LOSS INSURANCE PRE 222567 REINSURANCE FEES 36531 MISCELLANEOUS EXPENSES 19626 15078 6543487 172029 1722 857806 1047646 964603 776634 27547 27547 0 0 2020158 2237305 4769896 4309412 8784492 8372719 515684 408369 515684 408369 X 0 0 0 0 8268808 7964350 8268808 7964350 8784492 8372719 -493934 189476 0 X X 0 1 X 1 0 27547 27547 0 0 GUGGENHEIM FLOATING RT STRAT I 1306726 F LORD ABBETT SHT DURATION INC 851117 F PIMCO INCOME P 1305575 F THORNBURG LIMITED-TRM INC 845994 F 4309412 X 6239029 189476 189476 6049553 0 6049553 6543487 0 6543487 0 6543487 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014. FORM 990, PART VI, SECTION A, LINE 3 THE ENTITY CONTRACTS WITH A THIRD-PARTY ADMINISTRATOR TO ADJUDICATE AND PAY ALL HEALTHCARE CLAIMS. FORM 990, PART VI, SECTION A, LINE 6 THIS ENTITY IS A COLLECTIVELY BARGAINED HEALTH AND WELFARE FUND ORGANIZED FOR THE BENEFIT OF THE PLUMBERS AND PIPEFITTERS LOCAL UNION 430 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE PLUMBERS AND PIPE FITTERS LOCAL UNION 430 ELECT HALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES AT THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, PRINCIPAL OFFICER, AND MEMBERS OF COMMITTEES ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PUBLIC TO VIEW UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR. PLUMBERS AND PIPE FITTERS LOCAL UNION 430 2908 NORTH HARVARD TULSA OK 74115 731530462 LABOR UNION OK 501(C)5 0 OKLAHOMA STATE PIPE TRADES ANNUITY FUND 2908 NORTH HARVARD TULSA OK 74115 731153085 TO PROVIDE RETIREMENT BENEFITS FOR UNION MEMBERS OK 501(A) 0 TULSA PIPE TRADES TRAINING SCHOOL 2908 NORTH HARVARD TULSA OK 74115 730705632 TO PROVIDE PIPE TRADES TRAINING FOR APPRENTICES OK 501(C)3 170(B)(1)(A) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0