2023-12-06T14:28:51-06:00 2023-02-28 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD SUITE 103 SCHERERVILLE IN 46375 990 2022-03-01 356022383 PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND PLUM 6304720626 625 ENTERPRISE DR OAK BROOK IL 60523 BROC BUCZOLICH TRUSTEE 6304720626 2023-12-06 1 BROC BUCZOLICH 999009999 0 RENEE BERG-SPECK P00201492 3123680500 2023-12-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DAVE NIEZGODSKI 625 ENTERPRISE DR OAK BROOK IL 60523 13693154 0 X N/A X 1959 IN TO PROVIDE HEALTH BENEFITS. 6 3 20 0 0 0 0 0 9361189 9913206 302645 218311 0 0 9663834 10131517 0 0 7594169 8306882 0 0 0 0 0 378295 416393 7972464 8723275 1691370 1408242 16426667 16620734 146977 52201 16279690 16568533 PROVIDE HEALTH BENEFITS. 0 0 TO PROVIDE MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. THE FUND ALSO PROVIDES LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LOSS OF SIGHT INSURANCE FOR ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 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 32 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6304720626 625 ENTERPRISE DR OAK BROOK IL 60523 BROC BUCZOLICH TRUSTEE 2.00 5.00 X 0 2820 0 KEVIN CONERY TRUSTEE 2.00 X 0 0 0 DAVE NIEZGODSKI TRUSTEE 2.00 X 0 0 0 TIM FREET TRUSTEE 2.00 1.00 X 0 4278 0 KURT MEADE ALTERNATE TRUSTEE 2.00 40.00 X 0 107688 69368 MATTHEW MERT ALTERNATE TRUSTEE 2.00 X 0 0 0 0 114786 69368 0 0 1 0 TIC INTERNATIONAL 6525 CENTURION DRIVE LANSING MI 48917 PROVIDES ADMIN. SERVICES INCLUDING RECOR 193199 1 EMPLOYER CONTRIBUTIONS - NET 900099 8251680 8251680 SELF-PAY CONTRIBUTIONS 900099 1099467 1099467 PRESCRIPTION DRUG SUBSIDIES AND R 900099 562059 562059 9913206 285118 285118 3494830 3561637 -66807 -66807 -66807 10131517 9913206 0 218311 8306882 190765 41433 50000 22069 62621 29634 1800 2057 12258 FEES MANDATED BY ACA 3756 8723275 919611 845658 28639 28980 1193116 1026346 114000 74859 190661 114565 114228 76096 14057073 14568795 16426667 16620734 146977 52201 146977 52201 X 0 0 0 0 16279690 16568533 16279690 16568533 16426667 16620734 1408242 -1119399 0 X 0 1 X 1 0 158999 95041 63958 31662 19524 12138 76096 X 8990049 -1119399 -1119399 10109448 22069 22069 10131517 8701206 0 8701206 22069 22069 8723275 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN WAS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 KURT MEADE ALTERNATE TRUSTEE 0 107688 0 0 0 0 0 52125 0 17243 0 177056 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO BENEFITS MANAGEMENT GROUP, INC. AS THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY SEGREGATED COMMITTEES WHICH ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES REVIEW THE FORM AND UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, IT IS APPROVED, SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. U A LOCAL 172-JATC CONTRIBUTING EMPLOYER 0 LOCAL 10 CONTRIBUTING EMPLOYER 0 LOCAL 125 CONTRIBUTING EMPLOYER 0 LOCAL 166 CONTRIBUTING EMPLOYER 0 LOCAL 190 CONTRIBUTING EMPLOYER 0 LOCAL 50 CONTRIBUTING EMPLOYER 0 LOCAL 597 CONTRIBUTING EMPLOYER 0 LOCAL 85 CONTRIBUTING EMPLOYER 0 LOCAL 136 CONTRIBUTING EMPLOYER 0 LOCAL 172 CONTRIBUTING EMPLOYER 0 LOCAL 174 CONTRIBUTING EMPLOYER 0 LOCAL 177 CONTRIBUTING EMPLOYER 0 LOCAL 189 CONTRIBUTING EMPLOYER 0 LOCAL 198 CONTRIBUTING EMPLOYER 0 LOCAL 412 CONTRIBUTING EMPLOYER 0 LOCAL 633 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LOCAL 172 PENSION FUND 6525 CENTURION DRIVE LANSING MI 48917 356212986 PROVIDES RETIREMENT BENEFITS TO PARTICIPANTS IN 401A N/A 0 LOCAL 630 CONTRIBUTING EMPLOYER 0 LOCAL 210 CONTRIBUTING EMPLOYER 0 LOCAL 357 CONTRIBUTING EMPLOYER 0 LOCAL 525 CONTRIBUTING EMPLOYER 0 LOCAL 434 CONTRIBUTING EMPLOYER 0 UA LOCAL 63 & 353 CONTRIBUTING EMPLOYER 0 ARIZONA PIPE TRADES TRUST CONTRIBUTING EMPLOYER 0 PLBS & STEAMFITTERS LOCAL 440 CONTRIBUTING EMPLOYER 0 PLBS & STEAMFITTERS LOCAL 152 CONTRIBUTING EMPLOYER 0 BENESYS INC - LOCAL 166 CONTRIBUTING EMPLOYER 0 DULUTH BUILDING TRADES H&W CONTRIBUTING EMPLOYER 0 INDIANA STATE PIPE TRADES ASSO CONTRIBUTING EMPLOYER 0 LOCAL 131 CONTRIBUTING EMPLOYER 0 LOCAL 234 CONTRIBUTING EMPLOYER 0 LOCAL 290 CONTRIBUTING EMPLOYER 0 LOCAL 440 CONTRIBUTING EMPLOYER 0 LOCAL 669 CONTRIBUTING EMPLOYER 0 LOCAL 725 CONTRIBUTING EMPLOYER 0 P & P TRADES INDUSTRY H & W CONTRIBUTING EMPLOYER 0 PLUMBERS LOCAL 210 CONTRIBUTING EMPLOYER 0 PLUMBERS LU #357 CONTRIBUTING EMPLOYER 0 NPF - LOCAL 469 CONTRIBUTING EMPLOYER 0 NPF - LOCAL 537 CONTRIBUTING EMPLOYER 0 NPF - LOCAL 760 CONTRIBUTING EMPLOYER 0 ACCELERATED SVCS CONTRIBUTING EMPLOYER 0 BENCHMARK MECHANICAL CONTRIBUTING EMPLOYER 0 BENTON MECH SVC INC CONTRIBUTING EMPLOYER 0 CAVINDER MECH INC CONTRIBUTING EMPLOYER 0 CENTERLINE MECH CONTR INC CONTRIBUTING EMPLOYER 0 D A DODD INC CONTRIBUTING EMPLOYER 0 DYNAMIC MECH (HOFFMAN RF) CONTRIBUTING EMPLOYER 0 ELEC MAINT & CONSTR INC CONTRIBUTING EMPLOYER 0 F S A MECH SVCS LLC CONTRIBUTING EMPLOYER 0 GRIFFEN PLBG HTG CLG INC CONTRIBUTING EMPLOYER 0 HERRMAN & GOETZ INC CONTRIBUTING EMPLOYER 0 IDEAL CONSOLIDATED INC CONTRIBUTING EMPLOYER 0 J & K SERVICE INC CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 KIEWIT POWER CONTRIBUTING EMPLOYER 0 MECH CONCEPTS INC CONTRIBUTING EMPLOYER 0 NIEZGODSKI PLBG & HTG INC CONTRIBUTING EMPLOYER 0 O J S BUILDING SVCS INC CONTRIBUTING EMPLOYER 0 PRO SERVICES CONTRIBUTING EMPLOYER 0 QUALITY PLBG & HTG INC CONTRIBUTING EMPLOYER 0 S L R PLBG & SEWER CLEAN CONTRIBUTING EMPLOYER 0 SHAMBAUGH & SON INC CONTRIBUTING EMPLOYER 0 EDWARD J WHITE INC CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 BOB FRAME PLBG & HTG INC CONTRIBUTING EMPLOYER 0 HUSSMANN SVCS CORP CONTRIBUTING EMPLOYER 0 ZIMMERMAN INDL PIPING INC CONTRIBUTING EMPLOYER 0 CLIMATE PRO CONTRIBUTING EMPLOYER 0 RW LAPINE INC CONTRIBUTING EMPLOYER 0 A M S MECH SYSTEMS INC CONTRIBUTING EMPLOYER 0 A P COM POWER CONTRIBUTING EMPLOYER 0 BLOOMFIELD MECHANICAL CONTRIBUTING EMPLOYER 0 BMWC CONSTRUCTORS INC CONTRIBUTING EMPLOYER 0 BOWEN ENG CORP CONTRIBUTING EMPLOYER 0 CONSOLIDATE MECHANICAL CONTRIBUTING EMPLOYER 0 CUSTOM REFRIGERATION COMPANY CONTRIBUTING EMPLOYER 0 HMH CONTRACTORS INC CONTRIBUTING EMPLOYER 0 J W PLBG & HTG SERVICES LLC CONTRIBUTING EMPLOYER 0 MORRISON CONSTRUCTION CONTRIBUTING EMPLOYER 0 NORTHWEST MECHANICAL INC CONTRIBUTING EMPLOYER 0 PROJECT DESIGN & PIPING INC CONTRIBUTING EMPLOYER 0 QUARTERBEND LLC CONTRIBUTING EMPLOYER 0 VIC TRIPPEL PLBG & HTG INC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1