2017-04-05T16:18:44-05:00 2016-07-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2015-08-01 610655187 PLUMBERS & PIPEFITTERS LOCAL 502 HEALTH & WELFARE FUND PLUM 2488139800 700 TOWER DRIVE NO 300 TROY MI 48098 GEORGE DESPAIN TRUSTEE 2488139800 2017-04-05 1 ERIC WALLIN P01630474 3123680500 2015 2021-01-29 14:40:06Z GEORGE DESPAIN 700 TOWER DRIVE NO 300 TROY MI 48098 51810205 0 X N/A X 1966 KY TO PROVIDE HEALTH BENEFITS 10 5 56 0 0 0 0 0 24542058 25504444 446236 138780 50557 10309 25038851 25653533 0 0 20407338 20424826 0 0 0 0 0 635211 802636 21042549 21227462 3996302 4426071 25867836 30050990 1203674 620260 24664162 29430730 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 5 0 1 56 1 0 0 0 0 0 0 0 0 X 10 5 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 1.00 40.00 X 0 115113 70865 RICKY RUSS TRUSTEE 1.00 40.00 X 0 109105 31209 SCOTT LEWIS TRUSTEE 1.00 40.00 X 0 101392 66497 RICK WILSON TRUSTEE 1.00 40.00 X 0 98772 67145 MATT HAMMOND TRUSTEE 1.00 X 0 0 0 MARLIN ANDRES TRUSTEE 1.00 X 0 0 0 ERIK ELZY TRUSTEE - NEW 1.00 X 0 0 0 JEFF LUSK TRUSTEE 1.00 X 0 0 0 LEONARD HEUSER TRUSTEE 1.00 X 0 0 0 GARY KEELING TRUSTEE 1.00 X 0 0 0 0 424382 235716 0 0 1 0 BENESYS INC 700 TOWER DR TROY MI 48098 ADMINISTRATION 411827 ANTHEM BLUE CROSS AND BLUE SHIELD PO BOX 659803 SAN ANTONIO TX 78265 PREFERRED PROVIDER ORGANIZATION FEES 265842 SEGAL CONSULTING 101 NORTH WACKER DRIVE STE 500 CHICAGO IL 60606 ACTUARY FEES 127451 JOHNSON & KROL 311 SOUTH WACKER DRIVE STE 1050 CHICAGO IL 60606 LEGAL FEES 124434 4 EMPLOYER CONTRIBUTIONS 900099 21784031 21784031 PARTICIPANT CONTRIBUTIONS 900099 3720413 3720413 25504444 436003 436003 25759449 100000 25948373 208299 -188924 -108299 -297223 -297223 OTHER 900099 10309 10309 10309 25653533 25504444 0 149089 20424826 162500 131223 53013 76938 127407 58675 4467 14556 22877 SHARED EMPLOYEES 90641 FEES MANDATED BY ACA 48986 MISCELLANEOUS EXPENSE 11353 21227462 1016784 771010 5911044 4210804 4258176 2880821 51898 45235 25295 236657 19940 14440034 22114228 5141 2289 25867836 30050990 489542 394515 714132 225745 1203674 620260 X 0 0 0 0 24664162 29430730 24664162 29430730 25867836 30050990 4426071 340497 0 X 0 1 X 1 0 39879 19939 19940 5356 5356 0 19940 DUE TO RELATED ORGANIZATION 57240 LOCKBOX CONTRIBUTIONS NOT YET REMITTED 168505 225745 X 25926554 340497 340497 25586057 76938 -9462 67476 25653533 21159986 9462 9462 21150524 76938 76938 21227462 PART X, LINE 2: THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. PART XI, LINE 4B - OTHER ADJUSTMENTS: CLOSING COSTS ON SALE OF LAND AND BUILDING -9,462. PART XII, LINE 2D - OTHER ADJUSTMENTS: CLOSING COSTS ON SALE OF LAND AND BUILDING 9,462. 0 0 0 GEORGE DESPAIN TRUSTEE 0 115113 0 0 0 0 0 51854 0 19011 0 185978 0 0 SCOTT LEWIS TRUSTEE 0 101392 0 0 0 0 0 47486 0 19011 0 167889 0 0 RICK WILSON TRUSTEE 0 98772 0 0 0 0 0 48134 0 19011 0 165917 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 11 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 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 BMWC CONSTRUCTORS CONTRIBUTING EMPLOYER 0 CARRIER BUILDING SERVICES 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 PLBG & 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 HUSSUNG MECHANICAL 502 CONTRIBUTING EMPLOYER 0 INDEPENDENT PIPING SERVICES LLC CONTRIBUTING EMPLOYER 0 INDUSTRIAL PIPING SYSTEMS INC CONTRIBUTING EMPLOYER 0 INFINITY DESIGN & CONSTR CONTRIBUTING EMPLOYER 0 INTERTECH MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 JOHN E GREEN COMPANY CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS 502 CONTRIBUTING EMPLOYER 0 KIPER HIBBARD INC CONTRIBUTING EMPLOYER 0 KUHLMAN INC CONTRIBUTING EMPLOYER 0 LOCAL NO 502 CONTRIBUTING EMPLOYER 0 LOUISVILLE MECH SERVICES CONTRIBUTING EMPLOYER 0 LUSK MECHANICAL CONTR INC CONTRIBUTING EMPLOYER 0 MECHANICAL CONTRACTORS ASSOC CONTRIBUTING EMPLOYER 0 MERRICK COMPANY CONTRIBUTING EMPLOYER 0 PLUMBER & PIPEFITTER EDUCATION & TRAINING CENTER 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 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 WJ O'NEIL COMPANY CONTRIBUTING EMPLOYER 0 WALKER MECH CONTRS CONTRIBUTING EMPLOYER 0 WARD ENGINEERING CONTRIBUTING EMPLOYER 0 WASHBURN MECHANICAL CONTRIBUTING EMPLOYER 0 WASHINGTON GROUP INTERNATIONAL CONTRIBUTING EMPLOYER 0 WEBER MECHANICAL INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1