STRATEGY STUDIO / PUBLIC DATA EXPLORER

PIPE TRADES INDUSTRY HEALTH & WELFARE PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PIPE TRADES INDUSTRY HEALTH & WELFARE PLAN (EIN 35-1063466)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-12-15
IRS object ID
202503499349301300
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-12-15T12:18:57-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351327464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SACKRIDER & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11925 Wabash AveAddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47807ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351063466EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pipe Trades Industry Health and WelfareBusinessNameLine1Txt
Business Name Line2PlanBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone8128772581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3040AddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephanie MorganPersonNm
Person TitleAdministratorPersonTitleTxt
Phone8128772581PhoneNum
Signature2025-12-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCraig A Todd CPAPreparerPersonNm
PTINP00593406PTIN
Phone8122329492PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerStephanie MorganPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3040AddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$95,305,395GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionProvide health and welfare benefits to members.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$51,765,236PYProgramServiceRevenueAmt
CY Program Service Revenue$55,321,816CYProgramServiceRevenueAmt
PY Investment Income$2,122,921PYInvestmentIncomeAmt
CY Investment Income$2,543,194CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$53,888,157PYTotalRevenueAmt
CY Total Revenue$57,865,010CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$41,561,002PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$41,537,239CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$757,954PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$802,851CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,788,670PYOtherExpensesAmt
CY Other Expenses$2,783,917CYOtherExpensesAmt
PY Total Expenses$45,107,626PYTotalExpensesAmt
CY Total Expenses$45,124,007CYTotalExpensesAmt
PY Revenues Less Expenses$8,780,531PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,741,003CYRevenuesLessExpensesAmt
Total Assets BOY$73,888,464TotalAssetsBOYAmt
Total Assets EOY$90,020,923TotalAssetsEOYAmt
Total Liabilities BOY$1,349,968TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,175,486TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,538,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$88,845,437NetAssetsOrFundBalancesEOYAmt
MissionProvide health and welfare benefits to members.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$45,124,007ExpenseAmt
Revenue$55,321,816RevenueAmt
DescHealth and welfare benefits paid to/for members and dependents and related expenses.Desc
Total Program Service Expenses$45,124,007TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document566IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stephanie MorganBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8128772581PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18838 E Milner AvenueAddressLine1Txt
CityTerre HauteCityNm
State AbbreviationINStateAbbreviationCd
ZIP47803ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Mark A Unger
Chairman4.00Yes (X)Yes (X)$0$0$0
Keith Murt
Trustee2.00Yes (X)$0$0$0
Keith Kolb
Trustee2.00Yes (X)$0$0$0
John Bates
Sec-Treasurer4.00Yes (X)Yes (X)$0$0$0
Derek Sanderson
Trustee2.00Yes (X)$0$0$0
Troy Bennett
Trustee2.00Yes (X)$0$0$0
Stephanie Morgan
Admin Manager40.00Yes (X)$134,349$0$40,845
FieldValueIRS element (for citing)
Total Reportable Comp From Org$134,349TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$40,845TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
United Healthcare
PO Box 29675Hot SpringsAR71903PDP$3,831,171
Anthem Insurance Company
220 Virginia AvenueIndianapolisIN46204PPO$1,391,532
R&E Software Designs
1620 S 7th StreetTerre HauteIN47802Software Consulting$257,465
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Employer Contributions900099$51,615,779$51,615,779
Participant Contributions900099$3,706,037$3,706,037
FieldValueIRS element (for citing)
Total Program Service Revenue$55,321,816TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,573,400TotalRevenueColumnAmt
Exclusion$3,573,400ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$36,410,179SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$37,440,385SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,030,206SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,030,206TotalRevenueColumnAmt
Exclusion-$1,030,206ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,865,010TotalRevenueColumnAmt
Related Or Exempt Func Income$55,321,816RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,543,194ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$41,537,239TotalAmt
Program Services$41,537,239ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$175,194TotalAmt
Program Services$175,194ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$347,453TotalAmt
Program Services$347,453ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$106,724TotalAmt
Program Services$106,724ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$134,008TotalAmt
Program Services$134,008ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,472TotalAmt
Program Services$39,472ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$57,132TotalAmt
Program Services$57,132ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,762TotalAmt
Program Services$51,762ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$144,358TotalAmt
Program Services$144,358ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,855,461TotalAmt
Program Services$1,855,461ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,693TotalAmt
Program Services$22,693ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,158TotalAmt
Program Services$16,158ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,404TotalAmt
Program Services$8,404ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,712TotalAmt
Program Services$15,712ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$328,151TotalAmt
Program Services$328,151ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Postage$127,166$127,166
Printing$60,261$60,261
Bank Charges$34,340$34,340
Other Taxes$18,199$18,199

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$44,120TotalAmt
Program Services$44,120ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$45,124,007TotalAmt
Program Services$45,124,007ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$16,014,616BOYAmt
EOY$19,946,789EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,222,308BOYAmt
EOY$6,266,569EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,043BOYAmt
EOY$24,278EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,020,085LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$761,339LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$274,458BOYAmt
EOY$258,746EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,205,862BOYAmt
EOY$44,077,007EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,935,619BOYAmt
EOY$19,234,196EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$211,458BOYAmt
EOY$213,238EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,888,464BOYAmt
EOY$90,020,923EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,349,968BOYAmt
EOY$1,175,486EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,349,968BOYAmt
EOY$1,175,486EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$72,538,496BOYAmt
EOY$88,845,437EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,538,496BOYAmt
EOY$88,845,437EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,888,464BOYAmt
EOY$90,020,923EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,741,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,565,938NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,000OtherCostOrOtherBasisAmt
Book Value$2,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$532,807OtherCostOrOtherBasisAmt
Depreciation$278,994DepreciationAmt
Book Value$253,813BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$485,278OtherCostOrOtherBasisAmt
Depreciation$482,345DepreciationAmt
Book Value$2,933BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$258,746TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Neuberger Berman Strategic Multi-Sector Fixed Income Fund LLC$13,942,289F
TA Realty Core Property Fund LP$1,867,242F
BGO Diversified US Property Fund LP$1,573,057F
Boyd Watterson GSA Fund LP$1,851,608F
FieldValueIRS element (for citing)
Total Book Value Securities$19,234,196TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$61,286,590TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,565,938NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,565,938RevenueNotReportedAmt
Revenue Subtotal$57,720,652RevenueSubtotalAmt
Investment Expenses Not Incld$144,358InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$144,358RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$57,865,010TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$44,979,649TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$44,979,649ExpensesSubtotalAmt
Investment Expenses Not Incld2$144,358InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$144,358ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$45,124,007TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Department of Labor. The plan administrator has analyzed the tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonStephanie MorganPersonNm
TitleAdmin ManagerTitleTxt
Base Compensation Filing Org$134,349BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$40,845NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$175,194TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bLine 11b Explanation - All trustees do not review the annual 990; however, the Plan's Administrator reviews the Form 990 upon its completion prior to its submission to the IRS.
Form 990, Part VI, Section B, line 15aCompensation of the Administrative Manager is reviewed and approved by the Plan's Trustees on an annual basis.
Form 990, Part VI, Section C, line 19Documents are available for review at office located at 8838 E. Milner Avenue, Terre Haute, IN.
Form 990, Part XII, Line 2c:The process has not changed from the prior year. The Administrative Manager and Board of Trustees reviews the compiled and audited statements and approves.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
Kentucky Pipe Trades Assoc
1317 Berry BlvdLouisvilleKY40215KY
Local Union No 136
2300 St Joseph IPDEvansvilleIN47720IN
Local Union No 184
1332 BroadwayPaducahKY42001KY
Pipe Trades H & W Plan
P O Box 3040Terre HauteIN47803IN
Plumbers & Fitters #157
8801 East Milner AvenueTerre HauteIN47803IN

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
Alliant Mechanical Serv
1330 W Maryland StEvansvilleIN47710IN
Fluid Technologies LLC
3247 E CR 300 NLogansportIN46947IN
ICI Mechanical LLC
611 House RoadBoazKY42027KY
Shambaugh & Son LP
PO Box 1287Fort WayneIN46801IN
Spartan Mechanical LLC
PO Box 27AvocaIN47420IN
SR Mechanical LLC
6302 State Road 60EOrleansIN47452IN
Thompson Plumbing LLC
1865 Slickback RoadBentonKY42025KY
Cain Construction LLC
1910 Middle Leesville RdBedfordIN47421IN
Continental Field System
23 Westgate BlvdSavannahGA31405GA
G&G Construction
3606 Fir StEast ChicagoIN46312IN
JZ Plumbing
7300 Shultz RdElberfeldIN47613IN

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (130 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
A A Huber & Sons Inc
500 North Jackson StGreencastleIN46135IN
A&R Mechanical Contrs
711 Kettering ParkUrbanaIL61803IL
Alpha Mechanical Service
7200 Distribution DrLouisvilleKY40258KY
Alstadt Plumbing Service
1401 Buchannan RdEvansvilleIN47720IN
Atlantic Plant Maintenance Inc
3225 Pasadena BlvdPasadenaTX77503TX
Azco Inc
PO Box 567AppletonWI54912WI
B & S Plbg & Htg Inc
775 West Johnson AveTerre HauteIN47802IN
Ballard Plumbing Service
7320 Wurth RdPaducahKY42001KY
Bardock & Wilcox Construction
1200 E Market Street Suite 650AkronOH44305OH
Bass Maintenance Corp
PO Box 98WickliffeeKY42087KY
Baylor Heating & Air
1016 N Main StEvansvilleIN47711IN
Benchmark Mechanical
700 E Firmin St Suite 112KokomoIN46902IN
Big Inch Fab and Constr
PO Box 99MontezumaIN47862IN
BMW Constructors Inc
1740 West Michigan StIndianapolisIN46222IN
Bowen Engineering Corp
PO Box 40729IndianapolisIN46240IN
Bud's Plbg Ser Inc
400 East llinoisEvansvilleIN47711IN
Cesa Contractors Inc
PO Box 525Calvert CityKY42029KY
Chester Mechanical Inc
331 North 12th StreetPaducahKY42002KY
Climate Pros LLC
55 N Brandon DrGlendale HeightsIL60139IL
Commercial Air
1004 Hendricks DrLebanonIN46052IN
Compass Group
250 East 96th Street Suite 100IndianapolisIN46240IN
Consolidated Mechanical
2701 Greenriver DrOwensboroKY42303KY
Custom Mechanical Const
1609 Allens LaneEvansvilleIN47710IN
D A Dodd
14 East Michigan StRolling PrairieIN46371IN
D H & Z Mechanical LLC
357 Foley RdGrand RiversKY42045KY
D K Construction Co
PO Box 388Calvert CityKY42029KY
Davis Houk Mechanical
1801 E University AveUrbanaIL61802IL
Day & Zimmerman Nps
1866 Colonial Village LaneLancasterPA17601PA
Debra-Kuempel
3976 Southern AvenueCincinnatiOH45227OH
Deig Bros Lbr & Constr Co
2804 A StEvansvilleIN47712IN
Dienhart's Ref Spec
145 SR 25 WLafayetteIN47909IN
DP Mechanical Contractors
2499 W 600 NCayugaIN47928IN
Dunlap & Company Inc
PO Box 328ColumbusOH47202OH
East Central Illinois Benefit Fd
13537 Barrett Parkway DrBallwinMO63021MO
Education & Training
5820 Benton RdPaducahKY42003KY
Educational Trust Fund
8801 East Milner AveTerre HauteIN47803IN
Enerfab Corporation
4955 Spring Grove AveCincinnatiOH45232OH
Epik Industrial LLC
5600 N 13th StTerre HauteIN47805IN
Ev Plumbers Apprentice
4301 N St Joseph AveEvansvilleIN47720IN
Five Star Energy Services
1581 E Racine AveWaukeshaWI53186WI
Fluor Maintenance Services
317 Covered Bridge Rd SWEuharleeGA30120GA
Freitag-Weinhardt Inc
5900 N 13th StTerre HauteIN47805IN
Garys Plumbing Service
2512 North CullenEvansvilleIN47715IN
Gibson Services Comp Inc
6000 North 13th StTerre HauteIN47805IN
Graves Plbg Htg & AC
PO Box 238Switz CityIN47465IN
Graycor Industrial Const
2 Mid America PlazaVilla ParkIL60181IL
Griffin Plumbing & Piping
1403 South 4th StreetPaducahKY42003KY
H M C Service Company
6909 Enterprise DrLouisvilleKY40214KY
Haase Mechancial Const
441 Hoffman DrHendersonKY42420KY
Hampton Refrigeration Inc
2711 North Cullen AveEvansvilleIN47715IN
Harrell-Fish Inc
PO Box 1998BloomingtonIN47402IN
Hattersley & Sons Inc
3939 Mobile AveFort WayneIN46805IN
Hayes Mechanical Inc
5959 S Harlem AveChicagoIL60638IL
Heavrin Plumbing LLC
150 Krietenstein RdWadesvilleIN47638IN
Heflin Industries Inc
5267 E West AirportBloomingtonIN47403IN
Heinz H G Inc
PO Box 123VincennesIN47591IN
Henson Robinson Company
3550 Great Northern AveSpringfieldIL62711IL
Hilton Ventilation
240 Robert Curry DrMartinsvilleIN46151IN
HMC LLC
6625 Cobb DrSterling HeightsMI48312MI
HMH Contractors Inc
817 Millbrook LaneKokomoIN46901IN
HMS Mechanical Inc
1504 Lafayette AveTerre HauteIN47804IN
Honeywell Inc
1985 Douglas Drive NGolden ValleyMN55422MN
Housman Contracting
840 White Mountain RdMelberKY42069KY
ICU Service Company
PO Box 6866LafayetteIN47904IN
Ind St Pipe Trades Assoc
PO Box 8916Fort WayneIN46898IN
Industrial Piping Inc
712 W 15th StHopkinsvilleKY42240KY
Industrial Supply Company
322-328 N 9th StTerre HauteIN47807IN
Infrasource Underground
2311 Green Card Ste DAnn ArborMI48105MI
IPT Pension Plan
8680 East Milner AveTerre HauteIN47803IN
J Givoo Consultants Inc
77 Market StSalemNJ08079NJ
J L Allen Company
PO Box 341TuscolaIL61953IL
Jett's Specialty Contracting
660 Chester Hack DrPaducahKY42003KY
Johnson Controls Inc
507 E Michigan StMilwaukeeWI53202WI
Kennedy Tank & Mfg Co
833 E Summer AveIndianapolisIN46227IN
Maddox Industrial Cont
1377 Ruby Winkler DrSanta ClausIN47579IN
Mariner Mechanical HVAC
PO Box 782PaducahKY42002KY
Mastercraft Mechanical
13980 E Capt J Nelson DrOdonIN47562IN
McIntyre Brothers Inc
PO Box 67BedfordIN47421IN
Mech Tech
5267 B West Airport RdBloomingtonIN47403IN
Mel-Kay Electric Co Inc
1511 N Garvin StEvansvilleIN47711IN
Messmer Mechanical Inc
402 3rd AveJasperIN47546IN
Midwest Mechanical
PO Box 4088EvansvilleIN47711IN
Milco Mechanical
2205 Ragu DrOwensboroKY42303KY
Miller Pipeline Corp
PO Box 34141IndianapolisIN46234IN
Morris Construction Inc
PO Box 377RobinsonIL62454IL
Morrow Mechanical Svcs
PO Box 6514EvansvilleIN47719IN
Murphy Company
1233 N Price RdSt LouisMO63132MO
Murtco Mechanical Inc
815 Abell StPaducahKY42003KY
Nading Mechanical Inc
11673 N CR 775 EHopeIN47246IN
Newjac Inc
415 S Grant StLebanonIN46052IN
Nooter Construction Co
1500 S 2nd StSt LouisMO63104MO
North Mech Contr Inc
2627 N EmersonIndianapolisIN46218IN
Paducah Mechanical Service
PO Box 2909PaducahKY42001KY
PCR Plumbing
600 Ingle StreetEvansvilleIN47708IN
Pipe Strong LLC
650 E Algonquin Rd Suite 200SchaumburgIL60173IL
Quality Pldg & Htg Inc
PO Box 428Bunker HillIN46914IN
Reliable Plbg & Htg Co
1411 Interstate DrChampaignIL61826IL
Ridge Plumbing LLC
15431 Crawford AveMarkhamIL60428IL
Ritzert Company Inc
3117 Kratzville RdEvansvilleIN47710IN
RLA Utilities
389 S Wayne AveCincinnatiOH45215OH
RMF Nooter
1150 S Metcalf StLimaOH45804OH
Schmitt Refrig & AC
200 S GovernorEvansvilleIN47713IN
Senco Construction Inc
1408 S Eaton StRobinsonIL62454IL
Sexson Mechanical Corp
1001 Commerce PkwyGreenwoodIN46143IN
Shekell J E Inc
424 W Tennessee StEvansvilleIN47710IN
State Group Industrial
13800 Hwy 57EvansvilleIN47725IN
Sterling Boiler & Mech
PO Box 8004EvansvilleIN47716IN
Strahl Frank and Son
401 North WashingtonDanvilleIL61832IL
Sycamore Engineering
PO Box 1056Terre HauteIN47808IN
The Hydaker-Wheatlake Co
420 S Roth St STE BReed CityMI49677MI
Travis Construction Co
PO Box 248Calvert CityKY42029KY
Triangle Enterprises Inc
3630 Cairo RdPaducahKY42001KY
United Mechanical Group
1501 N Highland AveChampaignIL61821IL
United Meters Inc
798 Gore RdMorrisIL60450IL
Universal Piping Inc
1 Presidential DrRoselleIL60172IL
V & L Plumbing & Heating
9621 N Industrial DrSt JohnIN46373IN
Venture Mechanical Contr
1012 E Williams StDanvilleIL61832IL
Wagner Meinert LLC
5603 W Raymond St Suite EIndianapolisIN46241IN
Walkers Plumbing
308 West King StreetKings MountainNC28086NC
Weddle Plumbing Inc
PO Box 6253BloomingtonIN47407IN
Western KY Industrial Con
PO Box 641Calvert CityKY42029KY
Brucon Inc
4401 IL 162Granite CityIL62040IL
Bryant Construction Co
370 Bryant RoadHarrisburgIL62946IL
Caldwell Mechanical
1244 Commercial Park RdMetropolisIL62960IL
G A Rich & Sons Inc
204 South Perry StDeer CreekIL61733IL
Haier Plumbing & Heating Inc
301 N Elkton StOkawvilleIL62271IL
Hoggatt Plumbing
2344 E Northwood AveTerre HauteIN47805IN
NPL Construction
5334 Indianapolis BlvdEast ChicagoIN46312IN
Penn & Son Sheet Metal
961 Slickback RdBentonKY42025KY
Schardein Mechanical Con
1810 Outer LoopLouisvilleKY40219KY
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd