2026-01-16T13:12:02-06:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-06-01 440651452 PIPE FITTERS LOCAL NO 533 HEALTH & WELFARE PLAN PIPE 8163610206 5600 NEW KING DR TROY MI 48098 LUKE MOYLAN TRUSTEE 8163610206 2026-01-15 1 1 DOUG BERTOSSI P00637990 6123764500 2026-01-15 2024 2025-03-06 01:10:19Z LUKE MOYLAN 5600 NEW KING DR TROY MI 48098 45386477 0 X N/A X 1954 MO TO PROVIDE HEALTH, LIFE & DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 6 6 0 0 0 0 0 0 29164319 31320798 1846858 2244417 1069 8008 31012246 33573223 0 0 20382193 21220979 0 0 0 0 0 1079036 1040890 21461229 22261869 9551017 11311354 62530181 76081994 1621765 1168694 60908416 74913300 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 TO 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. 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 36 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 0 0 0 1 0 0 1 0 0 0 X DAWNETTE BUTTERWORTH CO SOLXSYS 8163610206 8600 HILLCREST RD SUITE A KANSAS CITY MO 64138 MICHAEL W GOSSMAN TRUSTEE, SECRETARY 1.00 40.00 X X 0 0 0 LUKE MOYLAN TRUSTEE, CHAIRMAN 1.00 40.00 X X 0 157053 100708 BRYAN TAYLOR TRUSTEE 1.00 40.00 X 0 0 0 CHRIS HUTCHINGS TRUSTEE 1.00 40.00 X 0 0 0 JAMES KEVIN HENDRICKSON TRUSTEE 1.00 40.00 X 0 170301 103592 JEREMIAH BULL TRUSTEE 1.00 40.00 X 0 0 0 NIKOMA ARCHULETA TRUSTEE 1.00 40.00 X 0 0 0 0 327354 204300 0 0 1 0 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 PPO NETWORK PROVIDER 705403 SOLYSXS ADMINSTRATIVE SOLUTIONS 5600 NEW KING DR SUITE 330 TROY MI 48098 PLAN ADMINISTRATOR 558245 BLAKE & UHLIG PA 753 STATE AVENUE SUITE 475 KANSAS CITY KS 66101 LEGAL SERVICES 223440 DELTA DENTAL OF MISSOURI PO BOX 8690 ST LOUIS MO 631260690 DENTAL CLAIMS PROCESSOR 111369 STROKE DETECTION PLUS INC 2407 SW 9TH STREET DES MOINES IA 50315 HEALTH SCREENING SERVICE 108370 5 EMPLOYER CONTTRIBUTIONS 525100 28955254 28955254 EMPLOYEE CONTRIBUTIONS 525100 2365544 2365544 31320798 2267887 2267887 11789784 11813254 -23470 -23470 -23470 OTHER INCOME 900099 8008 8008 8008 33573223 31328806 0 2244417 21220979 563216 194962 45750 67500 77806 38520 18229 22955 PCORI/REINSURANCE FEE 11952 22261869 1821249 2381304 4026863 5141129 318178 329563 56363891 68229998 62530181 76081994 1313841 1020982 187251 8376 120673 139336 1621765 1168694 X 60908416 74913300 60908416 74913300 62530181 76081994 11311354 2693530 0 X X 0 1 X 1 0 0 1 X 0 X 36199253 2693530 2693530 33505723 67500 67500 33573223 22194369 0 22194369 67500 67500 22261869 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. 0 0 0 JAMES KEVIN HENDRICKSON TRUSTEE 0 170301 0 0 0 0 0 0 103592 0 103592 170301 0 0 LUKE MOYLAN TRUSTEE, CHAIRMAN 0 157053 0 0 0 0 0 0 100708 0 100708 157053 0 0 PART I, LINE 3: THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE 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 6 THE 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 7A THE 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 7B ANY 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 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 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 19 THE 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. PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 436175719 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MO 501(A) N/A 0 PIPE FITTERS EDUCATION TRAINING NO 533 9876 HICKMAN MILLS DRIVE KANSAS CITY MO 64139 440610083 EDUCATION FOR APPRENTICES AND JOURNEYMAN MO 501(C)(3) LINE 2 N/A 0 PIPE FITTERS LOCAL NO 533 PENSION PLAN 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 436175719 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MO 501(A) N/A 0 PIPEFITTERS ASSOCIATION LOCAL UNION 533 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 440448095 UNION MO 501(C)(5) N/A 0 PIPEFITTERS EDUC CONTRIBUTING EMPLOYER 0 UA LOCAL UNION CONTRIBUTING EMPLOYER 0 ANDERSON MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 CDI INDUSTRIAL & MECH CONTRIBUTING EMPLOYER 0 0 CENTRAL STATES CONTRACTING CONTRIBUTING EMPLOYER 0 0 CLIMATE PROS LLC CONTRIBUTING EMPLOYER 0 0 L&J BUILDING CO LLC CONTRIBUTING EMPLOYER 0 0 MEUSCHKE MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 P1 CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 0 P1 SERVICE LLC CONTRIBUTING EMPLOYER 0 0 PRO-MECHANICAL CONTRIBUTING EMPLOYER 0 0 RIDGEWAY PLUMBING LLC CONTRIBUTING EMPLOYER 0 0 US ENGINEERING METALWORKS LLC CONTRIBUTING EMPLOYER 0 0 US ENGINEERING SERVICE LLC CONTRIBUTING EMPLOYER 0 0 VAZQUEZ COMMERCIAL CONTRACTING CONTRIBUTING EMPLOYER 0 0 RS INDUSTRIAL SERVICES LLC CONTRIBUTING EMPLOYER 0 0 DAIKIN TMI LLC CONTRIBUTING EMPLOYER 0 0 CULLEN MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 ALEXANDER MECHANICAL INC CONTRIBUTING EMPLOYER 0 BAXTER MECHANICAL CONTRIBUTING EMPLOYER 0 C&C SALES INC DBA C&C GROUP CONTRIBUTING EMPLOYER 0 CARRIER AC CONTRIBUTING EMPLOYER 0 CJ INDUSTRIES CONTRIBUTING EMPLOYER 0 CONTROL SERVICE COMPANY CONTRIBUTING EMPLOYER 0 CUSTOM SHEETMETAL & ROOFING CONTRIBUTING EMPLOYER 0 DESIGN MECHANICAL INC CONTRIBUTING EMPLOYER 0 DIVERSIFIED INDUSTRIAL MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 ENERFAB POWER & INDUSTRIAL CONTRIBUTING EMPLOYER 0 FAGAN CO CONTRIBUTING EMPLOYER 0 FLUID MECHANICAL CONTRIBUTING EMPLOYER 0 HELM MECHANICAL INC CONTRIBUTING EMPLOYER 0 HERMANSON COMPANY CONTRIBUTING EMPLOYER 0 HUSSMANN CORP CONTRIBUTING EMPLOYER 0 INSIGHT MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS CONTRIBUTING EMPLOYER 0 KANSAS CITY MECH CONTRIBUTING EMPLOYER 0 KRUSE CORPORATION CONTRIBUTING EMPLOYER 0 LIPPERT MECHANICAL SERVIC CONTRIBUTING EMPLOYER 0 MARTIN MECHANICAL CORP CONTRIBUTING EMPLOYER 0 MC ELROY INC CONTRIBUTING EMPLOYER 0 ME&I CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 MECHANICAL DETAILING SOLUTIONS CONTRIBUTING EMPLOYER 0 METRO AIR CONDITIONING CO CONTRIBUTING EMPLOYER 0 MYRICK MECHANICAL CONTRIBUTING EMPLOYER 0 ODELL SERVICES CO INC CONTRIBUTING EMPLOYER 0 PIPING & EQUIP CO CONTRIBUTING EMPLOYER 0 PM CONTRACTING CONTRIBUTING EMPLOYER 0 PRO-BALANCE CONTRIBUTING EMPLOYER 0 PROFESSIONAL FILTER SERVICE CONTRIBUTING EMPLOYER 0 QUALITY PLUMBING INC CONTRIBUTING EMPLOYER 0 RAND CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 ROSS MECHANICAL CONTRIBUTING EMPLOYER 0 SALADINO MECHANICAL CONTRIBUTING EMPLOYER 0 SERVICE PLUS MECHANICAL CONT CONTRIBUTING EMPLOYER 0 STANGER INDUSTRIES INC CONTRIBUTING EMPLOYER 0 THE MECHANICS INC CONTRIBUTING EMPLOYER 0 TROTTER & MORTON FACILITIES CONTRIBUTING EMPLOYER 0 US ENGINEERING CONSTRUCTION CONTRIBUTING EMPLOYER 0 VAUGHAN MECHANICAL INC CONTRIBUTING EMPLOYER 0 WALDINGER CORPORATION CONTRIBUTING EMPLOYER 0 WAYNE COMFORT AIR SOLUTIONS CONTRIBUTING EMPLOYER 0 WILLIAMS CARVER CO CONTRIBUTING EMPLOYER 0 WMC MECHANICAL CONTRIBUTING EMPLOYER 0 4 STATES MECHANICAL CONTRIBUTING EMPLOYER 0 CERRIS SYSTEMS INC CONTRIBUTING EMPLOYER 0 INSIGHT CONTRIBUTING EMPLOYER 0 LEXINGTON PLUMBING CONTRIBUTING EMPLOYER 0 SADLER MECHANICAL INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1