2012-12-17T19:15:39-06:00 2012-01-31 880382649 STEWART ARCHIBALD & BARNEY LLP 7881 W CHARLESTON BLVD STE 250 LAS VEGAS NV 89117 990 2011-02-01 237283715 PLUMBERS AND PIPEFITTERS UNION LOCAL NO 525 HEALTH AND WELFARE PLAN PLUM 7026506596 9121 W RUSSELL ROAD NO 219 LAS VEGAS NV 89148 JEFF ORR 7026506596 2012-12-17 1 GLENN L GOODNOUGH CPA P00166676 7025797000 2012-12-17 2011 2016-02-24 21:20:13Z MANDI LINDSAY 9121 W RUSSELL ROAD NO 219 LAS VEGAS NV 89148 49943392 0 X N/A X 1951 NV TO PROVIDE MEDICAL, DISABILITY, VISION, DENTAL AND LIFE INSURANCE TO PLAN PARTICIPANTS. THE PLAN ALSO PAYS FOR A SUBSTANCE ABUSE DETECTION PROGRAM. 6 6 0 0 0 0 0 0 15151754 10968789 2521295 994629 0 0 17673049 11963418 0 0 18049523 17874559 0 0 0 0 0 1417610 -39042320 19467133 -21167761 -1794084 33131179 34774448 27291389 139837970 99545120 -105063522 -72253731 TO PROVIDE MEDICAL, DISABILITY, VISION, DENTAL AND LIFE INSURANCE TO PLAN PARTICIPANTS. THE PLAN ALSO PAYS FOR A SUBSTANCE ABUSE DETECTION PROGRAM. 0 0 TO PROVIDE MEDICAL, VISION, DENTAL, DISABILITY, AND LIFE INSURANCE TO PLAN PARTICIPANTS. THE PLAN ALSO PAYS FOR A SUBSTANCE ABUSE DETECTION PROGRAM. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1210 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X KIM GOULD ACCT EXEC ZENITH AMERICAN SOLUTIONS INC 7023692196 9121 W RUSSELL ROAD SUITE 219 LAS VEGAS NV 89148 X ROBERT WITT 2.00 X 0 0 0 JEFF ORR 2.00 X 0 0 0 RICHARD LISLE 2.00 X 0 0 0 VICTOR SENDLEIN 2.00 X 0 0 0 THOMAS NILSON 2.00 X 0 0 0 RANDY LAMB 2.00 X 0 0 0 SHERRY HERNANDEZ 2.00 X 0 0 0 TATE MCGINTY 2.00 X 0 0 0 BILL ANDERSON 2.00 X 0 0 0 MANDI LINDSAY 2.00 X 0 0 0 DERICK STOWELL 2.00 X 0 0 0 0 0 0 0 0 0 0 OPTUMRX INC 2300 MAIN STREET IRVINE CA 92614 PHARMACY BENEFIT MANAGEMENT 2969819 ZENITH AMERICAN SOLUTIONS 9121 W RUSSELL ROAD STE 219 LAS VEGAS NV 89148 CONTRACT ADMINISTRATOR 467555 STEWART ARCHIBALD & BARNEY LLP 7881 W CHARLESTON BLVD 250 LAS VEGAS NV 89117 AUDITING 170437 BROWNSTEIN HYATT FARBER SCHRECK 100 NORTH CITY PARKWAY 1600 LAS VEGAS NV 89106 LEGAL 142912 4 EMPLOYER CONTRIBUTIONS 900099 9609638 9609638 PARTICIPANT CONTRIBUTI 900099 1249552 1249552 STOP-LOSS RECOVERIES 900099 109599 109599 10968789 740970 740970 38233633 37979974 253659 253659 253659 11963418 11963418 0 0 17874559 604052 158534 179111 38849 130844 150351 12992 12924 18900 PPO AND COUNSELING 132092 DECREASE IN FUTURE BENE -40480969 -21167761 23205 30872 1452144 1766464 972505 1413549 15719 11025 22709110 14424221 9577083 9470446 24682 174812 34774448 27291389 168648 238646 108123 226243 139561199 99080231 139837970 99545120 X 0 0 0 0 -105063522 -72253731 -105063522 -72253731 34774448 27291389 X 33131179 -321388 X X 0 1 1 X 0 0 9470446 F 9470446 BENEFIT OBLIGATIONS 99080231 99080231 11963418 -21167761 33131179 -321388 -321388 32809791 11532431 -321388 -321388 11853819 109599 109599 11963418 19203609 -109599 -109599 19313208 -40480969 -40480969 -21167761 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DOL. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NOT SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. PART XII, LINE 4B - OTHER ADJUSTMENTS: STOP LOSS RECOVERIES 109,599. PART XIII, LINE 2D - OTHER ADJUSTMENTS: STOP LOSS RECOVERIES -109,599. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN FUTURE BENEFIT OBLIGATIONS -40,480,969. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES RECEIVES A DRAFT COPY OF THE FORM 990 FOR REVIEW BEFORE THE FINAL FORM 990 IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED REGULARLY DURING BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ADMINISTRATOR HAS COPIES AVAILABLE UPON REQUEST FOR THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -321,388. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. PLUMBERS AND PIPEFITTERS UNION LOCAL NO 525 PENSION PLAN 9121 W RUSSELL ROAD STE 219 LAS VEGAS NV 89148 886003864 PROVIDE OPPORTUNITIES FOR MEMBERS TO ESTABLISH RETIREMENT INCOME. NV 1.401-1(B)(3) N/A 0 LAS VEGAS JOINT APPRENTICESHIP COMMITTEE FOR PLUMBING & PIPEFITTING TRADES 750 LEIGON WAY LAS VEGAS NV 89110 880068666 PROVIDE TRAINING FOR PARTICIPANTS IN THE PLUMBING & PIPEFITTING TRADES NV 501(C)(3) 170(B)(1)(A)II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0