STRATEGY STUDIO / PUBLIC DATA EXPLORER

PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND (EIN 36-6110305)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-11-11
IRS object ID
201323169349302817
Schema version
2011v1.5
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)
Timestamp2013-11-11T10:22:08-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN320043599EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1311 SOUTH WACKER DRIVE SUITE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN366110305EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & PIPEFITTERS LOCAL 23 UABusinessNameLine1
Business Name Line2HEALTH & WELFARE FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlPLUMNameControl
Phone8153978350Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1
CityROCKFORDCity
StateILState
ZIP Code611092934ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD BECKName
TitleTRUSTEETitle
Phone8153978350Phone
Date Signed2013-11-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRONALD BASTIANName
PTINP00748397PTIN
Phone3123680500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnXAmendedReturn
Name Of Principal Officer PersonRICHARD BECKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1
CityROCKFORDCity
StateILState
ZIP Code611092934ZIPCode
FieldValueIRS element (for citing)
Gross Receipts30926212GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1957YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionPROVIDE HEALTH BENEFITSActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees9TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6880124ProgramServiceRevenuePriorYear
Program Service Revenue CY8246665ProgramServiceRevenueCY
Investment Income Prior Year1016023InvestmentIncomePriorYear
Investment Income Current Year764134InvestmentIncomeCurrentYear
Other Revenue Prior Year146OtherRevenuePriorYear
Other Revenue Current Year8955OtherRevenueCurrentYear
Total Revenue Prior Year7896293TotalRevenuePriorYear
Total Revenue Current Year9019754TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year5548063BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY5374244BenefitsPaidToMembersCY
Salaries Etc Prior Year71745SalariesEtcPriorYear
Salaries Etc Current Year70863SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year470314OtherExpensePriorYear
Other Expenses Current Year488084OtherExpensesCurrentYear
Total Expenses Prior Year6090122TotalExpensesPriorYear
Total Expenses Current Year5933191TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1806171RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3086563RevenuesLessExpensesCY
Total Assets BOY20013692TotalAssetsBOY
Total Assets EOY23438244TotalAssetsEOY
Total Liabilities BOY164563TotalLiabilitiesBOY
Total Liabilities EOY401343TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY19849129NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY23036901NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE HEALTH BENEFITSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTO 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.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096215NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees9NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RICHARD BECKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8153978350TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14525 BOEING DRIVEAddressLine1
CityROCKFORDCity
StateILState
ZIP Code611092934ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DAVID NELSON
SEC-TREASURER/TRUSTEE1.00XX000
DARRYLL RUSSELL
CHAIRMAN1.00XX012373481078
JAMES ZWEEP
TRUSTEE1.00X000
DOMENIC ALFANO
TRUSTEE1.00X010432471746
RAYMOND STEFFAN
TRUSTEE1.00X09200
EUGENE MEAD
TRUSTEE1.00X000
BRIAN HELM
TRUSTEE1.00X000
RICHARD BECK
TRUSTEE1.00X010306571746
ARTHURH SCHIAVO
CHAIRMAN - PAST1.00XX000
DARRYLL RUSSELL
TRUSTEE - PAST1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs332043TotalReportableCompFrmRltdOrgs
Total Other Compensation224570TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BENEFIT MANAGEMENT GROUP INC
903 COMMEERCE DRIVE SUITE 304OAKBROOKIL60523ADMINISTRATIVE FEES245500
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STCHICAGOIL60601PPO PROVIDER148432
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
EMPLOYER CONTRIBUTIONS90009970400997040099
PARTIC AND RETIREE CON90009910491261049126
PRESCRIPTION DRUG REBA900099190910$190,910
EARLY RETIREE REINSURA900099-33470-$33,470
FieldValueIRS element (for citing)
Total Program Service Revenue8246665TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column553754TotalRevenueColumn
Exclusion$553,754ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities22116838Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities21906458Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities210380Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column210380TotalRevenueColumn
Exclusion$210,380ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column8955TotalRevenueColumn
Exclusion$8,955ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue8955TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9019754TotalRevenueColumn
Related Or Exempt Function Income8089225RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$930,529ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total5374244Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total33707Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total17938Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13562Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5656Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total245500Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total47818Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total33101Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total51268Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total34152Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total30424Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total17674Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4738Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3338Total

Insurance Insurance

FieldValueIRS element (for citing)
Total7458Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
BANK FEES10053
MISCELLANEOUS EXPENSE2560

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5933191Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1484043BOY
EOY1436060EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY723241BOY
EOY884633EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY961473BOY
EOY1007311EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7616BOY
EOY5677EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis112880LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec109435LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6784BOY
EOY3445EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY16830535BOY
EOY20101118EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY20013692BOY
EOY23438244EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY54383BOY
EOY64024EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY110180BOY
EOY337319EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY164563BOY
EOY401343EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY19849129BOY
EOY23036901EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19849129BOY
EOY23036901EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY20013692BOY
EOY23438244EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses3086563ReconcilationRevenueExpenses
Reconcilation Other Changes101209ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis9832OtherCostOrOtherBasis
Depreciation8571Depreciation
Book Value1261BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis103048OtherCostOrOtherBasis
Depreciation100864Depreciation
Book Value2184BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3445TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO BROKERDescription
Amount$337,319Amount
FieldValueIRS element (for citing)
Total Of Amounts337319TotalOfAmounts
Total Revenue9019754TotalRevenue
Total Expenses5933191TotalExpenses
Excess Or Deficit For Year3086563ExcessOrDeficitForYear
Net Unrealized GL On Investments101209NetUnrealizedGLOnInvestments
Total Adjustments101209TotalAdjustments
Excess Or Deficit Per FS3187772ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt9069695TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments101209NetUnrealizedGainsInvestments
Revenue Not Rptd F990101209RevenueNotRptdF990
Revenue Subtotal8968486RevenueSubtotal
Investment Expenses Not Included51268InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt51268RevenueNotRptdOnFinStmt
Total Revenue Per Form9909019754TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5881923TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal5881923ExpensesSubtotal
Investment Expenses Not Included251268InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt51268ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905933191TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationTHE 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DARRYLL RUSSELL
0123734000000081078020481200
DOMENIC ALFANO
0104324000000071746017607000
RICHARD BECK
0103065000007174600017481100

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11A 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 19THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 101,209.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART VII, COLUMN BTHE AVERAGE HOURS WORKED FOR RELATED ORGANIZATIONS ARE AS FOLLOWS: DARRYLL RUSSES, CHAIRMAN - 45 HOURS DOMENIC ALFANO, TRUSTEE - 43 HOURS RAYMOND STEFFAN, TRUSTEE - 1 HOUR RICHARD BECK, TRUSTEE - 43 HOURS

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
ROCKFORD PIPE TRADES INDUSTRY PENSION FUND
4525 BOEING DRIVEROCKFORDIL61109376123990PROVIDE PENSION BENEFITSIL401(A)NOT APPLICABLE0
PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND
4525 BOEING DRIVEROCKFORDIL61109366109329APPRENTICE AND JOURNEYMEN TRAININGIL501(C)5NOT APPLICABLE0
ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN
4525 BOEING DRIVEROCKFORDIL61109391951674PROVIDE SAVINGS AND RETIREMENT BENEFITSIL401(A)NOT APPLICABLE0
ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL
4525 BOEING DRIVEROCKFORDIL61109262258555LABOR MANAGEMENT COOPERATION COUNCILIL501(C)6NOT APPLICABLE0
UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23
4525 BOEING DRROCKFORDIL61109362118228LOCAL UNIONIL501(C )50N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (70 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodePrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileState
AREA MECHANICAL INC
821 1ST AVEROCKFORDIL61104CONTRIBUTING EMPLOYERIL
AUTOMATIC ENVIRONMENTAL
775 N MADISONROCKFORDIL61107CONTRIBUTING EMPLOYERIL
AUTOMATIC FIRE SYSTEMS INC
7910 BURDEN ROADMACHESNEY PKIL61115CONTRIBUTING EMPLOYERIL
BEST PLUMBING INC
13921 S KILDARE AVECRESTWOODIL60445CONTRIBUTING EMPLOYERIL
BOLD MECHANICAL
3352 W ALPINE DRBELOITWI53511CONTRIBUTING EMPLOYERWI
BOSTON PLUMBING
27900 W CONCRETE UNITINGLESIDEIL60041CONTRIBUTING EMPLOYERIL
CECCHIN PLUMBING & HEATING INC
4 N 275 CAVALRY DRIVEBLOOMINGDALEIL60108CONTRIBUTING EMPLOYERIL
CENTRAL TRANE SERVICE CO
3600 PAMMEL CREEK ROADLA CROSSEWI54601CONTRIBUTING EMPLOYERWI
CERONI PIPING CO
1372 IPSEN RDBELVIDEREIL61008CONTRIBUTING EMPLOYERIL
CFMVR TESCO
1875 FOX LANEELGINIL60123CONTRIBUTING EMPLOYERIL
COMMERCIAL MECHANICAL INC
PO BOX 368 50 FIRST STREETDUNLAPIL61525CONTRIBUTING EMPLOYERIL
COMMERCIAL REFRIGERATION
3419 LONERGAN DRIVEROCKFORDIL61109CONTRIBUTING EMPLOYERIL
CONCORD CONSTRUCTION SERVICES INC
570 OAKWOOD ROADLAKE ZURICHIL60047CONTRIBUTING EMPLOYERIL
D & L PLUMBING INC
7084 E MCCORMICK RDSTILLMAN VALLEYIL61084CONTRIBUTING EMPLOYERIL
DAHME MECHANICAL INDUSTRIES INC
610 S ARTHUR AVENUEARLINGTON HEIGHTSIL60005CONTRIBUTING EMPLOYERIL
DAY & ZIMMERMANN NPS
6610 NUCLEAR ROADTWO RIVERSWI54241CONTRIBUTING EMPLOYERWI
DESIGN PLUMBING & PIPING
PO BOX 393BYRONIL61010CONTRIBUTING EMPLOYERIL
DOMINIC FIORDIROSA CONTRUCTION COMPANY
856 BLUFF CITY BLVDELGINIL60120CONTRIBUTING EMPLOYERIL
EJ GALLAGHER & SONS
3373 FAWNRIDGE DRROCKFORDIL61114CONTRIBUTING EMPLOYERIL
EL MECHANICAL
6401 E SEVEN MILEDETROITMI48234CONTRIBUTING EMPLOYERMI
FJ BERO & CO INC
1629 WELD ROADELGINIL60123CONTRIBUTING EMPLOYERIL
FIVE STAR PLUMBING CO
PO BOX 2582LOVES PARKIL61111CONTRIBUTING EMPLOYERIL
FM SYLVAN INC
1001 STATE STREETPERTH AMBOYNJ08861CONTRIBUTING EMPLOYERNJ
GEOSTAR MECHANICAL INC
P O BOX 7896ROCKFORDIL61125CONTRIBUTING EMPLOYERIL
HARTWIG PLUMBING & HEATING
20800 E BRINK STHARVARDIL60033CONTRIBUTING EMPLOYERIL
HERRMAN & GOETZ INC
225 SOUTH LAFAYETTE BLVDSOUTH BENDIN46601CONTRIBUTING EMPLOYERIN
HILL MECHANICAL CORP
11045 GAGE AVENUEFRANKLIN PARKIL60131CONTRIBUTING EMPLOYERIL
HI-TECH PLUMBING CONTRACT
3485 BRICK DRROCKFORDIL61109CONTRIBUTING EMPLOYERIL
HONEYWELL INC
1985 DOUGLAS DRIVE NORTHGOLDEN VALLEYMN55422CONTRIBUTING EMPLOYERMN
HOYT BRUMM & LINK INC
1400 E 9 MILE ROADFERNDALEMI48220CONTRIBUTING EMPLOYERMI
HUSSMANN CORPORATION
890 REMMINGTON BLVDBOLINGBROOKIL60440CONTRIBUTING EMPLOYERIL
JB CONTRACTING CORP
2999 EAST 350TH ROADLASALLEIL61301CONTRIBUTING EMPLOYERIL
JOHN E GREEN CO
220 VICTOR AVENUEHIGHLAND PARKMI48203CONTRIBUTING EMPLOYERMI
JOHNSON CONTROLS INC
507 E MICHIGAN ST M54MILWAUKEEWI53202CONTRIBUTING EMPLOYERWI
KELSEY EXCAVATING INC
17855 WEST CAMPBELL ROADDAVISIL61019CONTRIBUTING EMPLOYERIL
KING CUT CONCRETE CUTTERS
5400 FIELDSTONE WAYMCHENRYIL60051CONTRIBUTING EMPLOYERIL
KOR PLUMBING CONTRACTORS INC
153 COVINGTON DRIVEBLOOMINGDALEIL60108CONTRIBUTING EMPLOYERIL
LEE N' SONS PLUMBING INC
7070 E MCCORMICK RDSTILLMAN VALLEYIL61084CONTRIBUTING EMPLOYERIL
LOESCHER HEATING & AC
1860 S WALNUTFREEPORTIL61032CONTRIBUTING EMPLOYERIL
MCT SERVICES LLC
7401 W 129THOVERLAND PARKKS66213CONTRIBUTING EMPLOYERKS
MECHANICAL INC
PO BOX 690FREEPORTIL61032CONTRIBUTING EMPLOYERIL
MECHANICAL SERVICE INC
1144 MONMOUTH BLVD PO BOX 1508GALESBURGIL61401CONTRIBUTING EMPLOYERIL
MIDWEST MECHANICAL INDUST (BYRON)
1409 KYSOR RD PO BOX 190BYRONIL61010CONTRIBUTING EMPLOYERIL
MIDWEST REFRIGERATION
PO BOX 10252MERRILLVILLEIN46411CONTRIBUTING EMPLOYERIN
MILLER ENGINEERING COMPANY
1616 SOUTH MAIN STROCKFORDIL61102CONTRIBUTING EMPLOYERIL
MJT PLUMBING INC
5891 PAGE PLACEROCKFORDIL611017241CONTRIBUTING EMPLOYERIL
MODERN PIPING INC
PO BOX 128CEDAR RAPIDSIA52406CONTRIBUTING EMPLOYERIA
MO-ST PLUMBING & MECHANICAL
608 DEPOT AVEDIXONIL61021CONTRIBUTING EMPLOYERIL
MUELLERMIST IRRIGATION COMPANY
2612 S 9TH AVENUEBROADVIEWIL60155CONTRIBUTING EMPLOYERIL
NELSON CARLSON MECH CONTR
1417 22ND STREET PO BOX 4183ROCKFORDIL61110CONTRIBUTING EMPLOYERIL
NORTHERN IL SERVICE
4781 SANDY HOLLOW ROADROCKFORDIL61109CONTRIBUTING EMPLOYERIL
NORTHERN MECHANICAL INC
9933 N ALPINE RDMACHESNEY PARKIL61115CONTRIBUTING EMPLOYERIL
NPL CONSTRUCTION CO
2355 W UTOPIA RDPHOENIXAZ85027CONTRIBUTING EMPLOYERAZ
PCI ENERGY SERVICES LLC
ONE ENERGY DRIVELAKE BLUFFIL60044CONTRIBUTING EMPLOYERIL
PEARSON PLUMBING & HTG
2415 20TH STREETROCKFORDIL61108CONTRIBUTING EMPLOYERIL
PELLEGRINI PLUMBING COMPANY
14301 SURREY CTHOMER GLENIL60491CONTRIBUTING EMPLOYERIL
PIPERS MECHANICAL INC
7182 US HWY 14 SUITE 508BMIDDLETONWI53562CONTRIBUTING EMPLOYERWI
PROFESSIONAL PLUMBING INC
1435 S BARRINGTON ROADBARRINGTONIL60010CONTRIBUTING EMPLOYERIL
SCHMITT PLUMBING
502 IL ROUTE 2DIXONIL61021CONTRIBUTING EMPLOYERIL
SERVICE PLUMBING
931 RIVER LANELOVES PARKIL61111CONTRIBUTING EMPLOYERIL
SIEMENS WESTINGHOUSE GENE
3501 QUADRANGLE BLVD SUITE 175ORLANDOFL32817CONTRIBUTING EMPLOYERFL
STONE & WEBSTER CONST INC
36400 S ESSEX RDWILMINGTONIL60481CONTRIBUTING EMPLOYERIL
SWISSLOG TRANSLOGIC CORP
10825 EAST 47TH AVENUEDENVERCO802392913CONTRIBUTING EMPLOYERCO
THE BOLDT COMPANY
2525 N ROEMER RD PO BOX 419APPLETONWI549120411CONTRIBUTING EMPLOYERWI
TOTAL PLUMBING & HEATING
7790 BURDEN RDMACHESNEY PARKIL61115CONTRIBUTING EMPLOYERIL
TRU-TEMP MECHANICAL INC
7336 FOREST HILLS ROADLOVES PARKIL611322788CONTRIBUTING EMPLOYERIL
UNITED METERS INC
798 GORE ROADMORRISIL60450CONTRIBUTING EMPLOYERIL
VORIS MECHANICAL INC
370 WINDY POINT DRIVEGLENDALE HEIGHTSIL60139CONTRIBUTING EMPLOYERIL
WELD TECH SERVICES CORP
2005 NEWPOINT PARKWAYLAWRENCEVILLEGA30043CONTRIBUTING EMPLOYERGA
WELDING SERVICES INC
2225 SKYLAND CTNORCROSSGA30071CONTRIBUTING EMPLOYERGA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ROCKFORD PIPE TRADES INDUSTRY PENSION FUND
P110131
ROCKFORD PIPE TRADES INDUSTRY PENSION FUND
R775658

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceFORM 990, SCHEDULE R:ReturnReference
ExplanationTHE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES. AS PART OF THE NORMAL DAY TO DAY OPERATIONS, THE FUND DOES NOT MAINTAIN THE INFORMATION NECESSARY TO COMPLETE THIS PORTION OF FORM 990. THE FUND HAS REPORTED AS MUCH OF THE INFORMATION AS IS READILY AVAILABLE FROM FUND RECORDS IN COMPLETING THIS SECTION OF THE FORM.Explanation