2014-04-14T12:20:10-07:00 2013-05-31 Kaplan & Company 60 Revere Dr Suite 910 Northbrook IL 600621576 990 2012-06-01 362141153 Plumbers Welfare Fund Local 130 UA PLUM 3122264200 1340 West Washington Boulevard Chicago IL 60607 James F Coyne 2014-04-01 true Frank C Tlusty P00631061 8472720001 2012 2015-11-30 17:44:51Z James F Coyne 1340 West Washington Boulevard Chicago IL 606071936 159007384 false false X www.plumberslu130ua.org X 1950 IL To provide Health and Welfare Benefits for eligible participants and their eligible dependents as well as to provide certain Benefits for eligible former participants and their eligible spouses. 10 3 15 0 0 38777779 45655497 2392443 5183337 24118 41170222 50862952 0 41311119 41175817 843107 1022696 0 0 2720151 2347220 44874377 44545733 -3704155 6317219 94872611 104071691 4831532 5557400 90041079 98514291 To provide Health and Welfare Benefits for eligible participants and their eligible dependents as well as to provide certain Benefits for eligible former participants and their eligible spouses. false false The organization achieved its objective by providing Health and Welfare Benefits for approximately 2,587 eligible participants and their eligible dependents. Approximately $33,051,995 was paid during this year for participant and dependent claims incurred.The organization also provided Health and Welfare Benefits for approximately 81 participants eligible for COBRA Continuation Coverage. Approximately $941,291 was paid during this year for COBRA Continuation Coverage claims incurred. The organization also achieved its objective by providing certain Benefits, including a Self-Pay Health Plan, for approximately 1,590 eligible former participants, their eligible spouses and eligible surviving spouses. Approximately $4,542,367 was paid during this year for these benefits. false false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false true false false false false false true false false false false true 451 0 true 15 true false false false false false false false false false false false false X 10 3 false false false false false true false true false true false false false false false false true false false false X Terry J Musto 3122264200 1340 West Washington Boulevard Chicago IL 606071936 X Daniel McLaughlin 0.29 0.00 X 0 0 0 Michael Chapel 0.28 40.00 X 0 0 0 Lori L Abbott 0.30 0.00 X 0 0 0 Michael Bestler 0.00 0.00 X 0 0 0 James P Smith 0.00 0.00 X 0 0 0 Steve Marquardt 1.78 40.00 X 0 0 0 William Johns 0.24 0.00 X 0 0 0 John F Flader 0.13 0.00 X 0 0 0 SJ Peters 0.00 0.00 X 0 0 0 Joseph W Strong 0.28 40.00 X 0 128243 50176 Kenneth A Turnquist 0.30 41.50 X 0 142938 75642 Patrick J Shea 0.22 40.00 X 0 128104 41166 John S Byrne 0.21 40.00 X 0 128070 108114 James F Coyne 3.30 65.00 X 0 169578 152514 William H Bielanski 0.22 40.00 X 0 126979 69109 James T Sullivan 10.00 40.00 X 0 101396 12675 Terry J Musto 5.20 34.80 X 48215 118589 87250 Kevin C Sherlock 18.57 28.10 X 51406 66667 73152 99621 1110564 669798 2 false true false Roetzel & Andress LPA 222 S Main Street Akron OH 443082098 Legal Counsel 730190 Kaplan & Company 60 Revere Drive 910 Northbrook IL 600621576 Audit and Accounting 182213 Express Scripts Inc 1 Express Way St Louis MO 63121 Pharmacy Benfit Mngr 563762 Blue Cross Blue Shield of Illinois 300 E Randolph Chicago IL 606015655 Preferred Provdr Org 1125098 Amalgamated Bank of Chicago One West Monroe Chicago IL 606035301 Invstmnt Mngmt&Bnkg 164093 9 0 Health Plan premiums 525100 1560849 1560849 Employers' payments 525100 44092940 44092940 Activity from merger 525100 1708 1708 45655497 2434579 2434579 0 0 0 110893190 108144432 2748758 2748758 2748758 0 0 0 Recovery of loss-Data Ctr 518210 24118 24118 24118 50862952 45655497 5207455 0 0 0 41175817 0 0 440449 339128 202871 40248 0 576289 448935 0 0 214228 395844 1223 164217 91668 0 58355 16084 0 12198 0 0 26210 27840 Parking and security 4681 Repairs and maintenance 4683 Legal Settlement payment 25000 Data processing expenses 276911 2854 44545733 0 0 0 1726594 8281332 604070 755801 0 9781471 10425310 0 0 0 0 118326 55609 609371 386900 242848 222471 79036475 81100185 2631864 2379155 0 0 730963 851828 94872611 104071691 566383 381372 50993 62488 4214156 5113540 4831532 5557400 X 90041079 98514291 90041079 98514291 94872611 104071691 6317219 2155993 X false true X true false 204257 86745 117512 44245 34662 9583 360869 265493 95376 222471 Northern Trust "TIPS" Index Fund 2379155 F Due broker for securities purchased 128240 Claims payable 1975315 Claims incurred but not reported 3009985 5113540 X 53018945 2155993 2155993 50862952 50862952 43090933 43090933 1454800 1454800 44545733 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Claims incurred but not reported $405325 Claims payable $1049475 Part X Part X : FIN48 Footnote The Fund applies the provisions of Financial Accounting Standards Board ASC 740, Income Taxes, which provides guidance for how uncertain tax positions should be recognized, measured, presented and disclosed in the financial statements. This guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Fund's financial statements to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions with respect to tax not deemed to meet the "more-likely-than-not" threshold would be recorded as a tax benefit or expense in the year. Management has concluded that there is no tax benefit or expense to be recorded for uncertain tax positions by the Fund for the years ended May 31, 2013 and 2012 or any previous year.The tax returns of the Fund for the years ended May 31, 2010, 2011 and 2012 are subject to examination by the applicable tax authority, generally for three years after they were filed. false false false William H Bielanski 126091 888 43804 25305 196088 Terry J Musto 45861 114702 2354 3887 17713 44290 7227 18020 73155 180899 Patrick J Shea 127171 933 15660 25506 169270 Kevin C Sherlock 49546 63243 1860 3424 20992 26913 11721 13526 84119 107106 Kenneth A Turnquist 141031 1907 49936 25706 218580 Joseph W Strong 127171 1072 24670 25506 178419 John S Byrne 127171 899 82608 25506 236184 James F Coyne 162580 6998 126808 25706 322092 Amalgamated Bk of Chicago See Schedule O 159533 See Schedule O false Schedule L, Part IV, Column (d) - Amalgamated Bank of Chicago receives fees from the organization for providing investment management services and banking services. Schedule L, Part IV, Column (b) - James T. Sullivan, a Union Trustee, was a Director of Amalgamated Bank of Chicago. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization's financial statements are available to the public as an attachment to Form 5500 on the United States Department of Labor website. The organization's governing documents are not available to the public. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process A copy of the organization's Form 990 (including required schedules) is provided to both Co-Chairmen of the governing body for their review prior to its filing with the IRS. The Form 990 (including required schedules) is filed with the IRS only after any questions are resolved and both Co-Chairmen approve the filing. Form 990, Part VI, Line 9 Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address James T. Sullivan20055 South 80th AvenueFrankfort, Illinois 60423William H. Bielanski300 Natwick LaneSchaumburg, Illinois 60193James F. CoyneChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936John S. ByrneChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936Patrick J. Shea10041 53rd AvenueOak Lawn, Illinois 60453Kenneth A. TurnquistChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936Joseph W. StrongChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936John F. FladerFlader Plumbing & Heating, Inc.1924 West Windsor DriveRound Lake, Illinois 60073Steve MarquardtLeonard V. Stutz & Son, Inc.272 West Lake StreetElmhurst, Illinois 60126William JohnsJohns Plumbing & Heating3116 North Cicero AvenueChicago, Illinois 60641Lori L. AbbottAbbott Industries, Inc.225 William Street Bensenville, Illinois 60106Michael ChapelCanyon Plumbing, Inc.14119 Harrison AvenuePosen, Illinois 60469Daniel McLaughlin14525 South Oakley AvenueOrland Park, Illinois 60462S.J. PetersPlumbing Contractors Association603 Rogers StreetSuite 2Downers Grove, Illinois 60515James P. Smith C.J. Erickson Plumbing Company4141 West 124th PlaceAlsip, Illinois 60803Michael BestlerBestler Corp.246 Keyes AvenueHampshire, Illinois 60140 Form 990, Part VI, Line 8 Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings There were no meetings held by a committee with the authority to act on behalf of the organization's governing body during the year. Plumbers LU 130 Benefit Fds Data Ctr LLC 1340 West Washington Boulevard Chicago IL 606071936 300644674 Data Processing IL N/A Excluded from tax -252793 211148 true true 1.00000 false true false false false false false false false false true false true true true true true false false Schedule R- Identification of Related Organizations The filing organization is a Multiemployer Trust that provides Health and Welfare Benefits to eligible participants and their eligible dependents as well as certain Benefits to eligible former participants and their eligible spouses. The Trust is exempt from tax under Internal Revenue Service Code Section 501(c)(9). Therefore, the filing organization is only required to list the names of its contributing employers. The filing organization maintains a database of the names of these contributing employers and the amount contributed to the Trust by each employer. The legal structure (Corporation, Partnership, etc) for each contributing employer is not on file with the filing organization and could not be reasonably obtained nor is required to be maintained by the filing organization. As a result, the names of the contributing employers are provided as an attachment to the Schedule R but not reported in Part II, Part III or Part IV.See the "Attachment To Form 990 - Schedule R - 2012".