PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND (EIN 36-6110305)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349309476
- Schema version
- 2014v5.0
- 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 | 2015-11-16T14:28:04-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 311 S WACKER DRIVE STE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366110305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & PIPEFITTERS LOCAL 23 UA | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 8153978350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8153978350 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD BASTIAN | PreparerPersonNm |
| PTIN | P01455196 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD BECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,947,897 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 10 | 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 | $7,085,925 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,420,998 | CYProgramServiceRevenueAmt |
| PY Investment Income | $736,381 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,152,905 | CYInvestmentIncomeAmt |
| PY Other Revenue | $326 | PYOtherRevenueAmt |
| CY Other Revenue | $63 | CYOtherRevenueAmt |
| PY Total Revenue | $7,822,632 | PYTotalRevenueAmt |
| CY Total Revenue | $8,573,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $7,039,121 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,820,166 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $74,502 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,277 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $546,229 | PYOtherExpensesAmt |
| CY Other Expenses | $596,029 | CYOtherExpensesAmt |
| PY Total Expenses | $7,659,852 | PYTotalExpensesAmt |
| CY Total Expenses | $7,490,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $162,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,083,494 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,936,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,750,670 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $137,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,798,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,571,938 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 245 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | 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 | RICHARD BECK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8153978350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 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 |
|---|---|---|---|---|---|---|
| BRIAN HELM | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BECK | ||||||
| SEC-TREASURER/TRUSTEE | 1.00 | Yes (X) | $0 | $140,118 | $91,793 | 52.00 |
| DARRYLL RUSSELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY HUFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $121,154 | $81,388 | 48.00 |
| PHIL CROME | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NELSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE MEAD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES ZWEEP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $261,272 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $173,181 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAV RX | |||||
| 224 N PARK AVE | FREMONT | NE | 68025 | BENEFIT PROVIDER | $790,198 |
| BENEFIT MANAGEMENT GROUP INC | |||||
| 903 COMMEERCE DRIVE SUITE 304 | OAKBROOK | IL | 60523 | ADMINISTRATIVE FEES | $272,951 |
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH ST | CHICAGO | IL | 60601 | PPO PROVIDER | $166,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $6,413,757 | $6,413,757 |
| PARTIC AND RETIREE CONTRIBUTIONS | 900099 | $836,981 | $836,981 |
| PRESCRIPTION DRUG REBATES | 900099 | $128,246 | $128,246 |
| SUBROGATION INCOME | 900099 | $42,014 | $42,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,420,998 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $678,905 | TotalRevenueColumnAmt |
| Exclusion | $678,905 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,847,931 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,373,931 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $474,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474,000 | TotalRevenueColumnAmt |
| Exclusion | $474,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $63 | TotalRevenueColumnAmt |
| Exclusion | $63 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,573,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,420,998 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,152,968 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,820,166 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,540 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,781 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,631 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,325 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,951 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,675 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,779 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,706 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,456 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,779 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,095 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,090 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,926 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES MANDATED BY THE AC | $75,169 |
| BANK FEES | $4,515 |
| MISCELLANEOUS EXPENSE | $482 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,490,472 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,809 | BOYAmt |
| EOY | $850,085 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,478 | BOYAmt |
| EOY | $819,086 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,089 | BOYAmt |
| EOY | $917,773 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,272 | BOYAmt |
| EOY | $5,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,765 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,807 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364 | BOYAmt |
| EOY | $958 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,603,107 | BOYAmt |
| EOY | $27,156,981 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,936,119 | BOYAmt |
| EOY | $29,750,670 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,474 | BOYAmt |
| EOY | $133,760 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,443 | BOYAmt |
| EOY | $44,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,917 | BOYAmt |
| EOY | $178,732 | 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 | $27,798,202 | BOYAmt |
| EOY | $29,571,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,798,202 | BOYAmt |
| EOY | $29,571,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,936,119 | BOYAmt |
| EOY | $29,750,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,083,494 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $690,242 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $2,628 | BeginningBalanceAmt |
| Additions During Year | $12,511,102 | AdditionsDuringYearAmt |
| Distributions During Year | $12,513,730 | DistributionsDuringYearAmt |
| Ending Balance | $0 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,832 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,975 | DepreciationAmt |
| Book Value | $958 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $958 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $44,972 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,972 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,179,502 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $690,242 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $690,242 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,489,260 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,706 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,706 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,573,966 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,405,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,405,766 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,706 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $84,706 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,490,472 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INTIALLY 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: | 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. |
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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD BECK | ||||||||||||||
| SEC-TREASURER/TRUSTEE | $0 | $140,118 | $0 | $0 | $0 | $0 | $0 | $70,685 | $0 | $21,108 | $0 | $231,911 | $0 | $0 |
| TIMOTHY HUFF | ||||||||||||||
| TRUSTEE | $0 | $121,154 | $0 | $0 | $0 | $0 | $0 | $61,969 | $0 | $19,419 | $0 | $202,542 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE SECRETARY TREASURER 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 TO THE PUBLIC UPON REQUEST. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ROCKFORD PIPE TRADES INDUSTRY PENSION FUND | ||||||||||
| 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 SAVINGS AND RETIREMENT BENEFITS | IL | 401(A) | N/A | NOT APPLICABLE | 0 |
| UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 362118228 | LABOR UNION | IL | 501(C)5 | N/A | NOT APPLICABLE | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ACTION PLUMBING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ALL-FIVE CONCRETE CUTTERS | |
| CONTRIBUTING EMPLOYER | 0 |
| ALTHOFF INDUSTRIES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AMS MECHANICAL SYSTEMS | |
| CONTRIBUTING EMPLOYER | 0 |
| AREA MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AUTOMATIC ENVIRONMENTAL | |
| CONTRIBUTING EMPLOYER | 0 |
| AUTOMATIC FIRE SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BOLD MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| BOSTON PLUMBING | |
| CONTRIBUTING EMPLOYER | 0 |
| BUTTERS-FETTING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CERONI PIPING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CFMVR TESCO | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL REFRIGERATION | |
| CONTRIBUTING EMPLOYER | 0 |
| DAHME MECHANICAL INDUSTRIES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DESIGN PLUMBING & PIPING | |
| CONTRIBUTING EMPLOYER | 0 |
| DUAL TEMP OF ILLINOIS | |
| CONTRIBUTING EMPLOYER | 0 |
| EJ GALLAGHER & SONS | |
| CONTRIBUTING EMPLOYER | 0 |
| FIVE STAR PLUMBING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| GEOSTAR MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARTWIG PLUMBING & HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| HONEYWELL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HUSSMANN CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| JB CONTRACTING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHNSON CONTROLS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KELLENBERGER PLUMBING & UNDERGROUND CONSTRUCTION | |
| CONTRIBUTING EMPLOYER | 0 |
| KING CUT CONCRETE CUTTERS | |
| CONTRIBUTING EMPLOYER | 0 |
| LEE N' SONS PLUMBING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LOESCHER HEATING & AC | |
| CONTRIBUTING EMPLOYER | 0 |
| MCT SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MECHANICAL INC - STANDARD | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST MECHANICAL INDUST (BYRON) | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLER ENGINEERING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| MO-ST PLUMBING & MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON CARLSON MECH CONTR | |
| CONTRIBUTING EMPLOYER | 0 |
| NORTHERN IL SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| NORTHERN MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| NPL CONSTRUCTION CO | |
| CONTRIBUTING EMPLOYER | 0 |
| PCI ENERGY SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| PEARSON PLUMBING & HTG - H&W HRA ONLY | |
| CONTRIBUTING EMPLOYER | 0 |
| SCHMITT PLUMBING | |
| CONTRIBUTING EMPLOYER | 0 |
| SERVICE PLUMBING | |
| CONTRIBUTING EMPLOYER | 0 |
| SIEMENS WESTINGHOUSE GENE | |
| CONTRIBUTING EMPLOYER | 0 |
| STONE & WEBSTER CONST INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SWISSLOG TRANSLOGIC CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| TOTAL PLUMBING & HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| TRANE COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| TRU-TEMP MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CHAPMAN'S MECHANICAL SYS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CLIMATE PROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HAYES MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUSTRIAL CONTROL REPAIR | |
| CONTRIBUTING EMPLOYER | 0 |
| SERVICE CONCEPTS | |
| CONTRIBUTING EMPLOYER | 0 |
| ALPHA CONTROLS & SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| ALLYN CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| ANCHOR MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ANOTHER PLUMBING COMPANY LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| BASSETT MECHANCIAL | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL IRRIGATION & TURF INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL REFRIGERATION OF CENTRAL IL | |
| CONTRIBUTING EMPLOYER | 0 |
| DAY & ZIMMERMANN NPS | |
| CONTRIBUTING EMPLOYER | 0 |
| FJ BERO & CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GRAYCOR INDUST CONST INC | |
| CONTRIBUTING EMPLOYER | 0 |
| INDEPENDENT MECHANICAL INDUSTRIES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MECHANICAL SERIVCE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MMC MECHANICAL CONTRACTORS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MODERN PIPING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MVP PLUMBING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| NORMAN MECHANICAL INC | |
| 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | THE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES. | ExplanationTxt |