2014-10-09T09:22:22-05:00 2013-12-31 271125182 HARTOG KALLENBERGER & SWARTHOUT PLLC 1560 EAST 21ST STREET SUITE 300 TULSA OK 74114 990 2013-01-01 730776131 PIPE FITTERS LOCAL UNION 430 HEALTH AND WELFARE FUND PIPE 9188360430 2908 NORTH HARVARD TULSA OK 74115 ROBERT JONES TRUSTEE 9188360430 2014-10-08 1 PAUL HARTOG P00227703 9187432581 2013 2015-11-30 17:44:51Z ROBERT JONES 2908 NORTH HARVARD AVENUE TULSA OK 74115 13149888 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 6166528 6644558 523192 332397 0 0 6689720 6976955 0 0 6255438 6280071 0 0 0 0 0 779699 777952 7035137 7058023 -345417 -81068 14530268 14709520 1480620 1451447 13049648 13258073 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 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 ADMINISTRATOR 9188360430 2908 N HARVARD TULSA OK 74115 RICHARD SHOEMAKER JR CHAIRMAN 2.50 X X 0 0 0 J BRAD FORD SECRETARY 2.50 X X 0 90852 0 SCOTT SODER VICE CHAIRMAN 2.50 X X 0 0 0 L MIKE DAVIDSON TRUSTEE 2.50 X 0 86119 0 R CHUCK JONES TRUSTEE 2.50 X 0 81239 0 MICHAEL SKINNER TRUSTEE 2.50 X 0 0 0 DANIEL OWENS TRUSTEE 2.50 X 0 0 0 PHELAND LUCAS TRUSTEE 2.50 X 0 0 0 0 258210 0 0 0 0 0 BLUE CROSS BLUE SHIELD 1001 E LOOKOUT DRIVE RICHARDSON TX 75082 IN-NETWORK CLAIMS PROCESSING 277651 ERISA ADMINISTRATORS LLC P O BOX 860007 PLANO TX 750860007 THIRD-PARTY ADMINISTRATOR 204977 2 EMPLOYER CONTRIBUTIONS 900001 6303307 6303307 EMPLOYEE CONTRIBUTIONS 900001 341251 341251 6644558 326959 326959 6178371 6172933 5438 5438 5438 6976955 6644558 0 332397 6280071 21406 30365 39685 44589 30264 7125 8431 15235 ACCESS & ADMINISTRATION 570250 BANK CHARGES 4863 STORAGE EXPENSE 2796 PROPERTY AND EXCISE TAX 2028 915 7058023 190874 141173 3120296 3728493 895979 640154 23673 1551 27547 27547 0 0 4942228 4918742 5357218 5279407 14530268 14709520 1480620 1451447 1480620 1451447 X 0 0 0 0 13049648 13258073 13049648 13258073 14530268 14709520 -81068 289493 0 X X 0 1 X 0 0 27547 27547 0 0 FEDERAL NAT'L MORTG ASSOCIATION 1116874 F FEDERAL HOME LOAN MORTG CORP 636979 F VANGUARD 500 INDEX FUND 2955310 F GOVT NATIONAL MTG ASSOCIATION II POOL 570244 F 5279407 X 7266448 289493 289493 6976955 0 6976955 7250023 0 7250023 -192000 -192000 7058023 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS 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 OR EXPECTED TO BE TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 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 THAT THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. SCHEDULE D PART XII LINE 4B THE $192,000 ADJUSTMENT IN SCHEDULE D PART XII LINE 4B IS THE DECREASE IN CLAIMS THAT WERE INCURRED BUT NOT REPORTED. 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 11 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. 990, PART XI, LINE 2C: THERE HAVE BEEN NO SIGNIFICANT CHANGES TO THE AUDIT OVERSIGHT COMMITTEE'S OVERSIGHT OR SELECTION PROCESSES. 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)(II) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0