2024-05-15T16:17:20-04:00 2023-06-30 382284921 BENDA GRACE STULZ & COMPANY PC 38800 VAN DYKE AVE STE 100 STERLING HEIGHTS MI 48312 990 2022-07-01 386102222 UPPER PENINSULA PLUMBERS & PIPEFITTERS EDUCATIONAL FUND UPPE 5200 W LOOMIS ROAD GREENDALE WI 53129 DEAN GUTZMAN CHAIRMAN 5173217502 2021-12-12 DEAN GUTZMAN 888008888 false BRYAN STULZ P00265596 5868836240 2024-05-15 2022 2023-04-26 12:10:37Z DEAN GUTZMAN 5200 W LOOMIS RD GREENDALE WI 53129 678678 false X X 1967 MI DEFRAY TRAINING COSTS FOR APPRENTICES 8 1 0 0 0 459039 634874 76 4804 28950 39000 488065 678678 0 12125 223831 243331 0 0 180925 211699 404756 467155 83309 211523 872144 1092164 20486 28983 851658 1063181 X DEFRAY TRAINING COSTS FOR APPRENTICES false false TRAINING WAS PROVIDED TO APPROXIMATELY 100 APPRENTICES AND JOURNEYMAN WORKING UNDER THE JURISDICTION OF LOCAL UNIONS BOUND BY APPLICABLE BARGAINING AGREEMENTS. TRAINING WAS PROVIDED TO APPROXIMATELY 100 APPRENTICES AND JOURNEYMAN WORKING UNDER THE JURISDICTION OF LOCAL UNIONS BOUND BY APPLICABLE BARGAINING AGREEMENTS. false false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 3 0 0 false false false false false false false false X 8 1 false false false false false false false true true false false false false false true false false false X ZENITH ADMINISTRATORS 4147777203 5200 W LOOMIS ROAD GREENDALE WI 53129 X DEAN GUTZMAN CHAIRMAN 1.00 40.00 X 0 94262 0 SCOTT PENDERGRAFT TRUSTEE 1.00 40.00 X 0 90169 0 ERIC BREY TRUSTEE 1.00 0.00 X 0 0 0 YATES VANDEN HEUVEL SECRETARY 1.00 0.00 X 0 0 0 JAMES MONSON TRUSTEE 1.00 40.00 X 0 0 0 DAN OSTOLA TRUSTEE 1.00 0.00 X 0 0 0 GREGORY SUDDERTH TRUSTEE 1.00 0.00 X 0 0 0 SCOTT THRASHER TRUSTEE 1.00 40.00 X 0 0 0 KIP ZILISCH TRUSTEE 1.00 0.00 X 0 0 0 184431 false false false EMPLOYER CONTRIBUTIONS 611600 634874 634874 634874 4804 4804 UPWARD TALEBT COUNCIL 900099 39000 39000 39000 678678 673874 4804 12125 12125 143711 143711 46296 46296 37385 37385 15939 15939 5719 5719 12940 12940 3800 3800 8263 8263 10249 10249 26587 26587 6110 6110 40591 40591 7316 7316 TRAINING EXPENSES 86124 86124 CLASSROOM RENT & MATERIAL 4000 4000 467155 412758 54397 0 218401 397690 608600 636722 39367 53311 3820 2485 234800 232844 1956 1956 872144 1092164 20486 28983 20486 28983 X 851658 1063181 851658 1063181 872144 1092164 211523 X false true X true false 234800 232844 1956 1956 678678 678678 678678 467155 467155 467155 FORM 990, PAGE 2, PART III, LINE 4D TRAINING WAS PROVIDED TO APPROXIMATELY 100 APPRENTICES AND JOURNEYMAN WORKING UNDER THE JURISDICTION OF LOCAL UNIONS BOUND BY APPLICABLE BARGAINING AGREEMENTS. FORM 990, PART VI LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A 'BUSINESS RELATIONSHIP.' THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSIHP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONARE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND'S LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 19 THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. FORM 990, PART VII LINE 1A - DEAN GUTZMAN SERVED AS TRUSTEE OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, HE WAS COMPENSATED AS AN EMPLOYEE OF THE UPPER PENINSULA PLUMBERS AND PIPEFITTERS LOCAL 111, WHICH IS A CONTRIBUTING EMPLOYER TO THE FUND, AND AS SUCH, A "RELATED ORGANIZATION" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. 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