STRATEGY STUDIO / PUBLIC DATA EXPLORER

PIPEFITTERS HEALTH AND WELFARE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PIPEFITTERS HEALTH AND WELFARE FUND (EIN 44-0651452)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-01-16
IRS object ID
202600169349300140
Schema version
2024v5.5
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)
Return2026-01-16T13:12:02-06:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S 6TH STREET SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN440651452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIPE FITTERS LOCAL NO 533 HEALTH &BusinessNameLine1Txt
Business Name Line2WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone8163610206PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 NEW KING DRAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLUKE MOYLANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8163610206PhoneNum
Signature2026-01-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG BERTOSSIPreparerPersonNm
PTINP00637990PTIN
Phone6123764500PhoneNum
Preparation2026-01-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLUKE MOYLANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 NEW KING DRAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,386,477GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, LIFE & DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$29,164,319PYProgramServiceRevenueAmt
CY Program Service Revenue$31,320,798CYProgramServiceRevenueAmt
PY Investment Income$1,846,858PYInvestmentIncomeAmt
CY Investment Income$2,244,417CYInvestmentIncomeAmt
PY Other Revenue$1,069PYOtherRevenueAmt
CY Other Revenue$8,008CYOtherRevenueAmt
PY Total Revenue$31,012,246PYTotalRevenueAmt
CY Total Revenue$33,573,223CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,382,193PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,220,979CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,079,036PYOtherExpensesAmt
CY Other Expenses$1,040,890CYOtherExpensesAmt
PY Total Expenses$21,461,229PYTotalExpensesAmt
CY Total Expenses$22,261,869CYTotalExpensesAmt
PY Revenues Less Expenses$9,551,017PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,311,354CYRevenuesLessExpensesAmt
Total Assets BOY$62,530,181TotalAssetsBOYAmt
Total Assets EOY$76,081,994TotalAssetsEOYAmt
Total Liabilities BOY$1,621,765TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,168,694TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,908,416NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$74,913,300NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. AS OF THE END OF THE TAXABLE YEAR, THERE WERE 2,039 PARTICIPANTS COVERED.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
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 Document36IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
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 DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWNETTE BUTTERWORTH CO SOLXSYSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8163610206PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18600 HILLCREST RD SUITE AAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64138ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL W GOSSMAN
TRUSTEE, SECRETARY1.0040.00Yes (X)Yes (X)$0$0$0
LUKE MOYLAN
TRUSTEE, CHAIRMAN1.0040.00Yes (X)Yes (X)$0$157,053$100,708
BRYAN TAYLOR
TRUSTEE1.0040.00Yes (X)$0$0$0
CHRIS HUTCHINGS
TRUSTEE1.0040.00Yes (X)$0$0$0
JAMES KEVIN HENDRICKSON
TRUSTEE1.0040.00Yes (X)$0$170,301$103,592
JEREMIAH BULL
TRUSTEE1.0040.00Yes (X)$0$0$0
NIKOMA ARCHULETA
TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$327,354TotReportableCompRltdOrgAmt
Total Other Compensation$204,300TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA INC
151 FARMINGTON AVENUEHARTFORDCT06156PPO NETWORK PROVIDER$705,403
SOLYSXS ADMINSTRATIVE SOLUTIONS
5600 NEW KING DR SUITE 330TROYMI48098PLAN ADMINISTRATOR$558,245
BLAKE & UHLIG PA
753 STATE AVENUE SUITE 475KANSAS CITYKS66101LEGAL SERVICES$223,440
DELTA DENTAL OF MISSOURI
PO BOX 8690ST LOUISMO631260690DENTAL CLAIMS PROCESSOR$111,369
STROKE DETECTION PLUS INC
2407 SW 9TH STREETDES MOINESIA50315HEALTH SCREENING SERVICE$108,370
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTTRIBUTIONS525100$28,955,254$28,955,254
EMPLOYEE CONTRIBUTIONS525100$2,365,544$2,365,544
FieldValueIRS element (for citing)
Total Program Service Revenue$31,320,798TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,267,887TotalRevenueColumnAmt
Exclusion$2,267,887ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,789,784SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,813,254SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$23,470SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$23,470TotalRevenueColumnAmt
Exclusion-$23,470ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,008TotalRevenueColumnAmt
Related Or Exempt Func Income$8,008RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,008OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,573,223TotalRevenueColumnAmt
Related Or Exempt Func Income$31,328,806RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,244,417ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,220,979TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$563,216TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$194,962TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,750TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$67,500TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$77,806TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$38,520TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,229TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,955TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPCORI/REINSURANCE FEEDesc
Total$11,952TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,261,869TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,821,249BOYAmt
EOY$2,381,304EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,026,863BOYAmt
EOY$5,141,129EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$318,178BOYAmt
EOY$329,563EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$56,363,891BOYAmt
EOY$68,229,998EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,530,181BOYAmt
EOY$76,081,994EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,313,841BOYAmt
EOY$1,020,982EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$187,251BOYAmt
EOY$8,376EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$120,673BOYAmt
EOY$139,336EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,621,765BOYAmt
EOY$1,168,694EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,908,416BOYAmt
EOY$74,913,300EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,908,416BOYAmt
EOY$74,913,300EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,530,181BOYAmt
EOY$76,081,994EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,311,354ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,693,530NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
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

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$36,199,253TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,693,530NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,693,530RevenueNotReportedAmt
Revenue Subtotal$33,505,723RevenueSubtotalAmt
Investment Expenses Not Incld$67,500InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$67,500RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$33,573,223TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,194,369TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,194,369ExpensesSubtotalAmt
Investment Expenses Not Incld2$67,500InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$67,500ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,261,869TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:EMPLOYER CONTRIBUTIONS ARE COLLECTED THROUGH A LOCKBOX ACCOUNT HELD BY THE PLAN ON BEHALF OF OTHER EMPLOYEE BENEFIT PLANS AND SIMILAR ENTITIES. THE CONTRIBUTIONS ARE TRANSFERRED TO OTHER ENTITIES ON A MONTHLY BASIS.
PART X, LINE 2:THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICES (IRS) DATED JULY 21, 1977, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES KEVIN HENDRICKSON
TRUSTEE$0$170,301$0$0$0$0$0$0$103,592$0$103,592$170,301$0$0
LUKE MOYLAN
TRUSTEE, CHAIRMAN$0$157,053$0$0$0$0$0$0$100,708$0$100,708$157,053$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationTHE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION'S DAILY RECORDKEEPING FUNCTIONS ARE HANDLED BY THE MANAGEMENT COMPANY, SOLXSYS. ALL EXECUTIVE MANAGEMENT DECISIONS ARE HANDLED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 6THE MECHANICAL CONTRACTORS ASSOCIATION OF GREATER KANSAS CITY AND THE PIPE FITTERS ASSOCIATION LOCAL UNION 533 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA ARE CONSIDERED MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MECHANICAL CONTRACTORS ASSOCIATION OF GREATER KANSAS CITY AND THE PIPE FITTERS ASSOCIATION LOCAL UNION 533 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA ARE CONSIDERED MEMBERS SHARE EQUAL RIGHT IN APPOINTING MEMBERS OF THE BORARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7BANY AMENDMENT ADOPTED BY THE BOARD OF TRUSTEES SHALL BE SUBMITTED FOR RATIFICATION BY THE ASSOCIATION BOARD AND UNION BUSINESS MANAGER AND EXECUTIVE BOARD.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR REVIEW OF THE ANNUAL AUDIT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN
8600 HILLCREST ROAD SUITE AKANSAS CITYMO64138436175719TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERSMO501(A)N/A0
PIPE FITTERS EDUCATION TRAINING NO 533
9876 HICKMAN MILLS DRIVEKANSAS CITYMO64139440610083EDUCATION FOR APPRENTICES AND JOURNEYMANMO501(C)(3)N/A0LINE 2
PIPE FITTERS LOCAL NO 533 PENSION PLAN
8600 HILLCREST ROAD SUITE AKANSAS CITYMO64138436175719TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERSMO501(A)N/A0
PIPEFITTERS ASSOCIATION LOCAL UNION 533
8600 HILLCREST ROAD SUITE AKANSAS CITYMO64138440448095UNIONMO501(C)(5)N/A0
PIPEFITTERS EDUC
CONTRIBUTING EMPLOYER0
UA LOCAL UNION
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ANDERSON MECHANICAL LLC
CONTRIBUTING EMPLOYER00
CDI INDUSTRIAL & MECH
CONTRIBUTING EMPLOYER00
CENTRAL STATES CONTRACTING
CONTRIBUTING EMPLOYER00
CLIMATE PROS LLC
CONTRIBUTING EMPLOYER00
L&J BUILDING CO LLC
CONTRIBUTING EMPLOYER00
MEUSCHKE MECHANICAL LLC
CONTRIBUTING EMPLOYER00
P1 CONSTRUCTION LLC
CONTRIBUTING EMPLOYER00
P1 SERVICE LLC
CONTRIBUTING EMPLOYER00
PRO-MECHANICAL
CONTRIBUTING EMPLOYER00
RIDGEWAY PLUMBING LLC
CONTRIBUTING EMPLOYER00
US ENGINEERING METALWORKS LLC
CONTRIBUTING EMPLOYER00
US ENGINEERING SERVICE LLC
CONTRIBUTING EMPLOYER00
VAZQUEZ COMMERCIAL CONTRACTING
CONTRIBUTING EMPLOYER00
RS INDUSTRIAL SERVICES LLC
CONTRIBUTING EMPLOYER00
DAIKIN TMI LLC
CONTRIBUTING EMPLOYER00
CULLEN MECHANICAL LLC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (50 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ALEXANDER MECHANICAL INC
CONTRIBUTING EMPLOYER0
BAXTER MECHANICAL
CONTRIBUTING EMPLOYER0
C&C SALES INC DBA C&C GROUP
CONTRIBUTING EMPLOYER0
CARRIER AC
CONTRIBUTING EMPLOYER0
CJ INDUSTRIES
CONTRIBUTING EMPLOYER0
CONTROL SERVICE COMPANY
CONTRIBUTING EMPLOYER0
CUSTOM SHEETMETAL & ROOFING
CONTRIBUTING EMPLOYER0
DESIGN MECHANICAL INC
CONTRIBUTING EMPLOYER0
DIVERSIFIED INDUSTRIAL MECHANICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
ENERFAB POWER & INDUSTRIAL
CONTRIBUTING EMPLOYER0
FAGAN CO
CONTRIBUTING EMPLOYER0
FLUID MECHANICAL
CONTRIBUTING EMPLOYER0
HELM MECHANICAL INC
CONTRIBUTING EMPLOYER0
HERMANSON COMPANY
CONTRIBUTING EMPLOYER0
HUSSMANN CORP
CONTRIBUTING EMPLOYER0
INSIGHT MECHANICAL CONTRACTORS
CONTRIBUTING EMPLOYER0
JOHNSON CONTROLS
CONTRIBUTING EMPLOYER0
KANSAS CITY MECH
CONTRIBUTING EMPLOYER0
KRUSE CORPORATION
CONTRIBUTING EMPLOYER0
LIPPERT MECHANICAL SERVIC
CONTRIBUTING EMPLOYER0
MARTIN MECHANICAL CORP
CONTRIBUTING EMPLOYER0
MC ELROY INC
CONTRIBUTING EMPLOYER0
ME&I CONSTRUCTION SERVICES
CONTRIBUTING EMPLOYER0
MECHANICAL DETAILING SOLUTIONS
CONTRIBUTING EMPLOYER0
METRO AIR CONDITIONING CO
CONTRIBUTING EMPLOYER0
MYRICK MECHANICAL
CONTRIBUTING EMPLOYER0
ODELL SERVICES CO INC
CONTRIBUTING EMPLOYER0
PIPING & EQUIP CO
CONTRIBUTING EMPLOYER0
PM CONTRACTING
CONTRIBUTING EMPLOYER0
PRO-BALANCE
CONTRIBUTING EMPLOYER0
PROFESSIONAL FILTER SERVICE
CONTRIBUTING EMPLOYER0
QUALITY PLUMBING INC
CONTRIBUTING EMPLOYER0
RAND CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
ROSS MECHANICAL
CONTRIBUTING EMPLOYER0
SALADINO MECHANICAL
CONTRIBUTING EMPLOYER0
SERVICE PLUS MECHANICAL CONT
CONTRIBUTING EMPLOYER0
STANGER INDUSTRIES INC
CONTRIBUTING EMPLOYER0
THE MECHANICS INC
CONTRIBUTING EMPLOYER0
TROTTER & MORTON FACILITIES
CONTRIBUTING EMPLOYER0
US ENGINEERING CONSTRUCTION
CONTRIBUTING EMPLOYER0
VAUGHAN MECHANICAL INC
CONTRIBUTING EMPLOYER0
WALDINGER CORPORATION
CONTRIBUTING EMPLOYER0
WAYNE COMFORT AIR SOLUTIONS
CONTRIBUTING EMPLOYER0
WILLIAMS CARVER CO
CONTRIBUTING EMPLOYER0
WMC MECHANICAL
CONTRIBUTING EMPLOYER0
4 STATES MECHANICAL
CONTRIBUTING EMPLOYER0
CERRIS SYSTEMS INC
CONTRIBUTING EMPLOYER0
INSIGHT
CONTRIBUTING EMPLOYER0
LEXINGTON PLUMBING
CONTRIBUTING EMPLOYER0
SADLER MECHANICAL INC
CONTRIBUTING EMPLOYER0
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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd