Plumbers & Steamfitters Local 106 Health: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: Plumbers & Steamfitters Local 106 Health (EIN 72-0545875)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-04
IRS object ID: 201340359349300749
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
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-04T13:49:25-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NEEDLES & ASSOCIATES INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	350 INTERLOCKEN BLVD STE 220	AddressLine1
City	BROOMFIELD	City
State	CO	State
ZIP Code	80021	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	720545875	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PLUMBERS & STEAMFITTERS LOCAL 106	BusinessNameLine1
Business Name Line2	HEALTH AND WELFARE FUND	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	PLUM	NameControl
Phone	3374746355	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2126 OAK PARK BLVD	AddressLine1
City	LAKE CHARLES	City
State	LA	State
ZIP Code	70601	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KELLY CRAFT	Name
Title	TRUSTEE	Title
Phone	3374746355	Phone
Date Signed	2013-02-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KURT NEEDLES	Name
Phone	3034304225	Phone
Date Prepared	2013-02-04	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1300855	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Type Of Organization Other	X	TypeOfOrganizationOther
Type Of Org Other Description	H&W FUND	TypeOfOrgOtherDescription
Year Formation	1960	YearFormation
State Legal Domicile	LA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE HEALTH CARE BENEFITS TO THE PARTICIPANTS AND THEIR DEPENDENTS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	2	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1091186	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1160919	ProgramServiceRevenueCY
Investment Income Prior Year	137693	InvestmentIncomePriorYear
Investment Income Current Year	139381	InvestmentIncomeCurrentYear
Other Revenue Prior Year	171	OtherRevenuePriorYear
Other Revenue Current Year	555	OtherRevenueCurrentYear
Total Revenue Prior Year	1229050	TotalRevenuePriorYear
Total Revenue Current Year	1300855	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	746282	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	1169028	BenefitsPaidToMembersCY
Salaries Etc Prior Year	55806	SalariesEtcPriorYear
Salaries Etc Current Year	56955	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	380314	OtherExpensePriorYear
Other Expenses Current Year	406543	OtherExpensesCurrentYear
Total Expenses Prior Year	1182402	TotalExpensesPriorYear
Total Expenses Current Year	1632526	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	46648	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-331671	RevenuesLessExpensesCY
Total Assets BOY	4643029	TotalAssetsBOY
Total Assets EOY	4822849	TotalAssetsEOY
Total Liabilities BOY	459160	TotalLiabilitiesBOY
Total Liabilities EOY	826339	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4183869	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3996510	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO PROVIDE HEALTH CARE BENEFITS TO THE PARTICIPANTS AND THEIR DEPENDENTS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	723326	Expense
Description	MEDICAL CLAIMS PAID.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	70305	Expense
Description	HRA CLAIMS PAID.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	379798	Expense
Description	CHANGE IN BENEFITS INCURRED BUT NOT REPORTED AND CLAIMS LIABILITY.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	379798	TotalOfOtherProgramServiceExp
Total Program Service Expense	1173429	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	2	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BARBARA CHAPMAN	NamePerson
Telephone Number	3374746355	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2126 OAK PARK BLVD	AddressLine1
City	LAKE CHARLES	City
State	LA	State
ZIP Code	70601	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
KELLY CRAFT
TRUSTEE	1.00	X	0	0	0
GARLAND BROUSSARD
TRUSTEE	1.00	X	0	0	0
RICKY CAMPBELL
TRUSTEE	1.00	X	0	0	0
JOHN B COLE
TRUSTEE	1.00	X	0	0	0
BILLY FOREMAN
TRUSTEE	1.00	X	0	0	0
KEITH FONTENOT
TRUSTEE	1.00	X	0	0	0
TOMMY RICHARD
TRUSTEE	1.00	X	0	0	0
RICHARD PAULK
TRUSTEE	1.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTION	1038674	1038674
INSURANCE PREMIUM - RETIREE C	157579	157579
EMPLOYEE CONTR	7513	7513
COBRA SUBSIDY	4921	4921
EMPLOYER CONTR-RECIPROCAL TRA	-47768	-47768

Field	Value	IRS element (for citing)
Total Program Service Revenue	1160919	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	139381	TotalRevenueColumn
Exclusion	$139,381	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PENALTIES	551	551
OTHER INCOME	4	4

Field	Value	IRS element (for citing)
Total Other Revenue	555	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1300855	TotalRevenueColumn
Related Or Exempt Function Income	1161474	RelatedOrExemptFunctionIncome
Exclusion	$139,381	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	1169028	Total
Program Services	1169028	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	39002	Total
Management And General	39002	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	17953	Total
Management And General	17953	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	31518	Total
Management And General	31518	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	15326	Total
Management And General	15326	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1707	Total
Management And General	1707	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	133682	Total
Management And General	133682	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	11200	Total
Management And General	11200	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	7149	Total
Management And General	7149	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2400	Total
Management And General	2400	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	6363	Total
Management And General	6363	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	217	Total
Management And General	217	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4401	Total
Program Services	4401	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	181507	Total
Management And General	181507	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
PRE CERTIFICATION FEES	7091	7091
PAY & OTHER TAXES	2868	2868
RECIPROCITY FEES	468	468
CLAIMS REPRICING FEE	326	326

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	320	Total
Management And General	320	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1632526	Total
Program Services	1173429	ProgramServices
Management And General	459097	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	144513	BOY
EOY	103450	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	114061	BOY
EOY	105679	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	52744	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	41803	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	15342	BOY
EOY	10941	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	4357478	BOY
EOY	4592918	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	11635	BOY
EOY	9861	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4643029	BOY
EOY	4822849	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	23146	BOY
EOY	11598	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	436014	BOY
EOY	814741	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	459160	BOY
EOY	826339	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4183869	BOY
EOY	3996510	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4183869	BOY
EOY	3996510	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4643029	BOY
EOY	4822849	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-331671	ReconcilationRevenueExpenses
Reconcilation Other Changes	144312	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	52744	OtherCostOrOtherBasis
Depreciation	41803	Depreciation
Book Value	10941	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	10941	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
UNREPORTED CLAIMS	$389,345
EST. FUTURE BENEFIT	$333,133
O/S CLAIMS PAY	$75,647
DUE TO PTF	$9,990
HRA CLAIMS PAYABLE	$6,626

Field	Value	IRS element (for citing)
Total Of Amounts	814741	TotalOfAmounts
Total Revenue	1300855	TotalRevenue
Total Expenses	1632526	TotalExpenses
Excess Or Deficit For Year	-331671	ExcessOrDeficitForYear
Net Unrealized GL On Investments	144312	NetUnrealizedGLOnInvestments
Other	-$375,398	OtherAmount
Total Adjustments	-231086	TotalAdjustments
Excess Or Deficit Per FS	-562757	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1445167	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	144312	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	144312	RevenueNotRptdF990
Revenue Subtotal	1300855	RevenueSubtotal
Total Revenue Per Form990	1300855	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2007924	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	375398	OtherExpensesIncluded
Expenses Not Rptd F990	375398	ExpensesNotRptdF990
Expenses Subtotal	1632526	ExpensesSubtotal
Total Expenses Per Form990	1632526	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SEC. 501(C) (9). THE PLAN HAS BEEN AMENDED SINCE RECEIVING A FAVORABLE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE.
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	CHANGE IN CLAIMS PAYABLE -35,454 CHANGE IN IBNR -281,710 CHANGE IN ESTIMATED FUTURE BENEFITS -58,234
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	CHANGE IN CLAIMS PAYABLE 35,454 CHANGE IN IBNR 281,710 CHANGE IN ESTIMATED FUTURE BENEFITS 58,234

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	CHANGE IN BENEFITS INCURRED BUT NOT REPORTED AND CLAIMS LIABILITY.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	COPY OF FORM 990 WAS PROVIDED TO BOARD OF TRUSTEES FOR THEIR REVIEW.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	TRUSTEES REVIEW THIS YEARLY AT TRUSTEE MEETINGS.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION PAID TO EMPLOYEES GETS APPROVED AND REVIEWED BY THE BOARD OF TRUSTEES IN MEETING.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	ALL GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	NET APPRECIATION IN THE FAIR VALUE OF INVESTMENTS: 144,312

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Business Name Line2NameOfDisregardedEntity/BusinessNameLine2	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg	Exempt Code SectionExemptCodeSection
PLUMBERS & STEAMFITTERS LU106
PENSION FUND	2126 OAK PARK BLVD	LAKE CHALRES	LA	70601	720545875	PENSIONFUN	LA	N/A	false
PLUMBERS & STEAMFITTERS LU106
DEFINED CONTRIBUTION FUND	2126 OAK PARK BLVD	LAKE CHALRLES	LA	70601	720545875	PENSIONFUN	LA	N/A	false	501(A)

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg