2025-04-25T10:24:31-05:00 2024-06-30 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2023-07-01 751669421 TEXAS PIPE TRADES HEALTH BENEFIT PLAN TEXA 7136439300 8441 GULF FREEWAY 304 HOUSTON TX 77017 J B KIRK CHAIRMAN 7136439300 2025-04-25 1 0 KEVIN E BIENVENU CPA P00079403 7136222310 2023 2025-03-06 01:10:19Z X J B KIRK 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 60206289 0 X N/A X 1979 TX HEALTH BENEFIT PLAN 12 12 0 0 0 0 0 0 42191777 56034937 780104 1780293 0 2391059 42971881 60206289 0 0 32021367 40981933 0 0 0 0 0 3143140 4732354 35164507 45714287 7807374 14492002 38196088 52076769 763297 1895879 37432791 50180890 PROVIDING MEMBERS WITH HEALTH, LIFE & DISABILITY BENEFITS. 0 0 44885145 56034937 HEALTH CLAIMS AND INSURANCE PREMIUMS PAID TO AND FOR THE BENEFIT OF MEMBERS OF MEMBER UNIONS PARTICIPATING IN THE TEXAS PIPE TRADES HEALTH BENEFIT PLAN. 44885145 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT RESOURCES 7136439300 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 X JB KIRK TRUSTEE 2.00 X X 0 0 0 CLYFF CURRY TRUSTEE 2.00 X X 0 0 0 JOHN ANTHONY TRUSTEE 2.00 X X 0 0 0 BOBBY GRIMES TRUSTEE 2.00 X X 0 0 0 CALVIN JENNINGS TRUSTEE 2.00 X X 0 0 0 WAYDE DUNCAN TRUSTEE 2.00 X X 0 0 0 CHROSTOPHER NEWELL TRUSTEE 2.00 X X 0 0 0 MARK KELLY TRUSTEE 2.00 X X 0 0 0 KEVIN P CRUSO TRUSTEE 2.00 X X 0 0 0 KENNETH TODD TRUSTEE 2.00 X X 0 0 0 BEN BRADSHAW TRUSTEE 2.00 X X 0 0 0 MIKE ARTHURS TRUSTEE 2.00 X X 0 0 0 0 0 0 0 0 0 0 SOUTHWEST SERVCIE ADMINISTRATORS 2425 N CENTRAL EXPRESSWAY 120 RICHARDSON TX 75080 CONTRACT THIRD PARTY ADMINISTRATOR 411210 1 EMPLOYER CONTRIBUTIONS 525100 55924271 55924271 EMPLOYEE CONTRIBUTIONS 525100 110666 110666 56034937 1780293 1780293 REINSURANCE RECEIPTS 525100 2391059 2391059 2391059 60206289 58425996 0 1780293 40981933 40981933 411210 411210 109119 109119 86200 86200 96342 96342 26659 26659 4062 4062 3903212 3903212 CONSULTING FEE 95550 95550 45714287 44885145 829142 0 5233357 8472343 2956037 5216537 30006694 38387889 38196088 52076769 763297 1895879 763297 1895879 X 0 0 0 0 37432791 50180890 37432791 50180890 38196088 52076769 14492002 -1743903 0 X X 0 1 X 1 0 0 X 60206289 0 60206289 0 60206289 45714287 0 45714287 0 45714287 PART X, LINE 2: THE LOCAL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE LOCAL'S MANAGEMENT REVIEWS AND EVALUATES ITS TAX POSITIONS TO DETERMINE WHETHER OR NOT THERE ARE UNCERTAIN TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION. BASED ON THIS REVIEW, NO RESERVES FOR UNCERTAIN TAX POSITIONS WERE REQUIRED TO HAVE BEEN RECORDED OR DISCLOSED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. WITH FEW EXCEPTIONS, THE LOCAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS PRECEDING JUNE 30, 2021. THE BOARD BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE BOARD WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2023, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2021 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES, FUNCTIONAL EXPENSES, AND CHANGES IN NET ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUSTEES AND THE SIGNING OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C REQUIRES IMMEDIATE DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST AND ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AND ANNUAL COMPLETION AND SIGNING OF CONFLICT OF INTEREST DISCLOSURE FORM. THE POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE THIRD PARTY ADMINISTRATOR (TPA) OFFICE. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS, THE LOCATION OF THE OFFICE IS BENEFIT RESOURCES, INC. 8441 GULF FREEWAY SUITE 304, HOUSTON TEXAS 77017. THE TELEPHONE NUMBER IS 713-643-9300. PART XII LINE 2C THE JOINT BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE SELECTION OF THE INDEPENDENT AUDITOR, OVERSIGHT OF THE AUDIT PROCESS AND APPROVAL OF THE AUDIT REPORT.