PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND (EIN 36-6110305)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-19
- IRS object ID
- 201422629349300737
- Schema version
- 2013v3.0
- 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 | 2014-09-19T14:54:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 611092934 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BECK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8153978350 | PhoneNum |
| Signature | 2014-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD BASTIAN | PreparerPersonNm |
| PTIN | P00748397 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 611092934 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,276,760 | 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 | 15 | 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 | $7,474,236 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,085,925 | CYProgramServiceRevenueAmt |
| PY Investment Income | $976,068 | PYInvestmentIncomeAmt |
| CY Investment Income | $736,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,287 | PYOtherRevenueAmt |
| CY Other Revenue | $326 | CYOtherRevenueAmt |
| PY Total Revenue | $8,452,591 | PYTotalRevenueAmt |
| CY Total Revenue | $7,822,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,168,738 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $7,039,121 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $76,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,502 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $520,956 | PYOtherExpensesAmt |
| CY Other Expenses | $546,229 | CYOtherExpensesAmt |
| PY Total Expenses | $6,766,430 | PYTotalExpensesAmt |
| CY Total Expenses | $7,659,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,686,161 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $162,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,183,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,936,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $360,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $137,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,823,611 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,798,202 | 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 | 0 | 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 | 246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 | Yes (1) | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8153978350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 611092934 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| BRIAN HELM | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD BECK | |||||||
| SEC-TREASURER/TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $134,734 | $95,941 | 52.00 |
| DARRYLL RUSSELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY HUFF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $116,750 | $85,166 | 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 | $251,484 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,107 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT MANAGEMENT GROUP INC | |||||
| 903 COMMEERCE DRIVE SUITE 304 | OAKBROOK | IL | 60523 | ADMINISTRATIVE FEES | $258,000 |
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH ST | CHICAGO | IL | 60601 | PPO PROVIDER | $178,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $5,665,738 | $5,665,738 |
| PARTIC AND RETIREE CONTRIBUTIONS | 900099 | $999,251 | $999,251 |
| SUBROGATION INCOME | 900099 | $310,665 | $310,665 |
| PRESCRIPTION DRUG REBATES | 900099 | $110,271 | $110,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,085,925 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,098 | TotalRevenueColumnAmt |
| Exclusion | $633,098 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,557,411 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,454,128 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,283 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,283 | TotalRevenueColumnAmt |
| Exclusion | $103,283 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $326 | TotalRevenueColumnAmt |
| Exclusion | $326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $326 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,822,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,085,925 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $736,707 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,039,121 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,556 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,441 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,526 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,979 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,119 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,207 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,888 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,989 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,300 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,128 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,092 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,385 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK FEES | $5,683 |
| PCORI FEE | $1,728 |
| MISCELLANEOUS EXPENSE | $482 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,659,852 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,386 | BOYAmt |
| EOY | $275,809 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,653 | BOYAmt |
| EOY | $964,478 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,310 | BOYAmt |
| EOY | $1,086,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,864 | BOYAmt |
| EOY | $5,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,765 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,401 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593 | BOYAmt |
| EOY | $1,364 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,965,074 | BOYAmt |
| EOY | $25,603,107 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,183,880 | BOYAmt |
| EOY | $27,936,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,525 | BOYAmt |
| EOY | $44,474 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,744 | BOYAmt |
| EOY | $93,443 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,269 | BOYAmt |
| EOY | $137,917 | 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 | $25,823,611 | BOYAmt |
| EOY | $27,798,202 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,823,611 | BOYAmt |
| EOY | $27,798,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,183,880 | BOYAmt |
| EOY | $27,936,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $162,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,811,811 | 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
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 | $43,569 | DepreciationAmt |
| Book Value | $1,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,364 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $93,443 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $93,443 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,564,555 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,811,811 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,811,811 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,752,744 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,888 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $69,888 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,822,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,589,964 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,589,964 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,888 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $69,888 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,659,852 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 | $134,734 | $0 | $0 | $0 | $0 | $0 | $73,597 | $0 | $22,344 | $0 | $230,675 | $0 | $0 |
| TIMOTHY HUFF | ||||||||||||||
| TRUSTEE | $0 | $116,750 | $0 | $0 | $0 | $0 | $0 | $64,578 | $0 | $20,588 | $0 | $201,916 | $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 ENTIRE BOARD OF TRUSTEES 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ROCKFORD PIPE TRADES INDUSTRY PENSION FUND | |||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 376123990 | PROVIDE PENSION BENEFITS | IL | 401(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 | 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) | NOT APPLICABLE | 0 |
| ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL | |||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 262258555 | LABOR MANAGEMENT COOPERATION COUNCIL | IL | 501(C)6 | NOT APPLICABLE | 0 |
| UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 | |||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 362118228 | LABOR UNION | IL | 501(C)5 | NOT APPLICABLE | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (72 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ADVANTAGE REFRIGERATION | |
| CONTRIBUTING EMPLOYER | 0 |
| ALPHA CONTROLS & SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| ALPINE PLUMBING | |
| 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 |
| B&E AQUATICS 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 |
| CRAWFORD COMPANY INC | |
| 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 |
| EL MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| FIVE STAR PLUMBING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| GEOSTAR MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARTWIG PLUMBING & HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| HI-TECH PLUMBING CONTRACT | |
| CONTRIBUTING EMPLOYER | 0 |
| HONEYWELL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HUSSMANN CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| INTEGRITY MECHANICAL PIPING & PLUMBING CO | |
| 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 |
| PIPERS MECHANICAL INC | |
| 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 |
| WELD TECH SERVICES CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| ALL-FIVE CONCRETE CUTTERS | |
| CONTRIBUTING EMPLOYER | 0 |
| BENNETT MECHANICAL CONTRACTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| BIG INCH FABRICATORS & CONST INC | |
| CONTRIBUTING EMPLOYER | 0 |
| C ACITELLI HEATING & PIPING CONTRACTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| CHAPMAN'S MECHANICAL SYS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CLIMATE PROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CONTI CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| DULUTH BUILDING TRADES | |
| CONTRIBUTING EMPLOYER | 0 |
| HAYES MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUSTRIAL CONTROL REPAIR | |
| CONTRIBUTING EMPLOYER | 0 |
| JL ALLEN CO | |
| CONTRIBUTING EMPLOYER | 0 |
| KELSEY EXCAVATING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MARS PLUMBING & HEATING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| NORMAN MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| QC GEOTHERMAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SERVICE CONCEPTS | |
| 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 |