2026-03-16T13:15:03-05:00 2025-05-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-06-01 465193231 TRUST AGREEMENT OF THE RETIREE MEDICAL PLAN OF THE PLUMBERS TRUS 3122265000 1340 W WASHINGTON BLVD CHICAGO IL 60607 JAMES F COYNE TRUSTEE 3127574689 2026-03-16 1 0 BRANDON WOLBER P01460460 3123680500 2026-03-16 2024 2025-03-06 01:10:19Z JAMES F COYNE 1340 W WASHINGTON BLVD CHICAGO IL 60607 40478589 0 X WWW.PLUMBERSLU130UA.ORG X 2014 IL TO PROVIDE HEALTH BENEFITS TO RETIRED PARTICIPANTS. 14 0 0 0 0 0 0 0 12243135 12211420 3739542 5388683 0 18265 15982677 17618368 0 0 18831634 20032985 386390 392430 0 0 0 494832 514694 19712856 20940109 -3730179 -3321741 66301998 61902204 1800705 466467 64501293 61435737 TO PROVIDE HEALTH BENEFITS TO RETIRED PARTICIPANTS. 0 0 TO PROVIDE MEDICAL, DENTAL, VISION, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 24 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 X JOSEPH OHM - FUND ADMINISTRATOR 3122265000 1340 WEST WASHINGTON BOULEVARD CHICAGO IL 60607 X JAMES COYNE LABOR CO-CHAIRMAN 0.47 63.62 X 0 364050 55322 JOHN HOSTY LABOR TRUSTEE 0.47 52.88 X 0 193227 109971 JAMES MANSFIELD LABOR TRUSTEE 0.47 52.42 X 0 182277 279971 MICHAEL SHEA LABOR TRUSTEE 0.47 58.56 X 0 185506 198535 JAMES O'SULLIVAN MGMT CO-CHAIRMAN 0.47 X 0 0 0 PAUL ALECK MANAGEMENT TRUSTEE 0.47 X 0 0 0 SJ PETERS MANAGEMENT TRUSTEE - ALTER 0.47 X 0 0 0 BART HOLZHAUSER LABOR TRUSTEE 0.47 54.60 X 0 183714 133719 JOSEPH MONDIA LABOR TRUSTEE 0.47 53.38 X 0 183287 156964 KELLY CASTROGIOVANNI MANAGEMENT TRUSTEE 0.47 X 0 0 0 JENNIFER MACDONALD LABOR TRUSTEE - PAST 0.47 53.09 X 0 175314 101984 CLIFF BRUCKNER MANAGEMENT TRUSTEE 0.47 X 0 0 0 RICK KUHN MANAGEMENT TRUSTEE 0.47 X 0 0 0 SARA FLETCHER MANAGEMENT TRUSTEE 0.47 X 0 0 0 PATRICK MCCARTHY LABOR TRUSTEE - NEW 0.47 57.35 X 0 205556 170085 JOSEPH OHM FUND ADMINISTRATOR 1.00 55.00 X 0 311472 77359 CHRISTOPHER ANISH FIELD REPRESENTATIVE 1.00 55.00 X 0 150311 77454 0 2134714 1361364 0 0 1 0 0 CONTRACTOR CONTRIBUTIONS 900099 8731834 8731834 PARTICIPANT CONTRIBUTIONS 900099 3479586 3479586 12211420 925608 925608 27323296 22860221 4463075 4463075 4463075 TRANSITIONAL REINSURANCE FEE REFU 900099 18265 18265 18265 17618368 12211420 0 5406948 20032985 75843 139599 88459 71804 16725 26097 19904 85448 56829 72055 82734 35692 27011 22075 14775 SHARED EXPENSES 55427 FEES MANDATED BY ACA 16647 20940109 1246062 1777555 4100072 5064865 15467 56037 125 12629 203373 111864 111462 91509 42874928 36798255 17953882 18101354 66301998 61902204 89177 87818 363448 285205 1348080 93444 1800705 466467 X 0 0 0 0 64501293 61435737 64501293 61435737 66301998 61902204 -3321741 256185 0 X 0 1 X 1 0 203373 111864 91509 91509 NIS HIGH YIELD FUND, LLC 392449 F NIS CORE FIXED INCOME FUND, LLC 9092536 F NIS TOTAL ABSOLUTE RETURN FUND, LLC 951953 F WASHINGTON CAPITAL REAL ASSET INCOME FUND LLC 7664416 F 18101354 DUE TO RELATED ORGANIZATIONS 93444 93444 X 17789105 256185 256185 17532920 85448 85448 17618368 20854661 0 20854661 85448 85448 20940109 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 JAMES MANSFIELD LABOR TRUSTEE 0 181877 0 0 0 400 0 245986 0 33985 0 462248 0 0 JAMES COYNE LABOR CO-CHAIRMAN 0 356548 0 0 0 7502 0 21337 0 33985 0 419372 0 0 JOSEPH OHM FUND ADMINISTRATOR 0 303103 0 0 0 8369 0 47644 0 29715 0 388831 0 0 MICHAEL SHEA LABOR TRUSTEE 0 183167 0 0 0 2339 0 164550 0 33985 0 384041 0 0 PATRICK MCCARTHY LABOR TRUSTEE - NEW 0 199696 0 0 0 5860 0 136100 0 33985 0 375641 0 0 JOSEPH MONDIA LABOR TRUSTEE 0 182952 0 0 0 335 0 122979 0 33985 0 340251 0 0 BART HOLZHAUSER LABOR TRUSTEE 0 183167 0 0 0 547 0 99734 0 33985 0 317433 0 0 JOHN HOSTY LABOR TRUSTEE 0 190578 0 0 0 2649 0 75986 0 33985 0 303198 0 0 JENNIFER MACDONALD LABOR TRUSTEE - PAST 0 173918 0 0 0 1396 0 67999 0 33985 0 277298 0 0 CHRISTOPHER ANISH FIELD REPRESENTATIVE 0 145280 0 0 0 5031 0 47739 0 29715 0 227765 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES THAT POSSESS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR AND CO-CHAIRMEN OF THE BOARD OF TRUSTEES PRIOR TO THE FILING. AFTER THEIR REVIEW AND APPROVAL, THE FORM IS SIGNED AND FILED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, LINE 1A: THE ORGANIZATION'S ADMINISTRATOR AND FIELD REP ARE ALSO THE ADMINISTRATOR AND FIELD REP OF SEVERAL OTHER ENTITIES. ANNUALLY, REIMBURSEMENTS ARE EXCHANGED BETWEEN THE ORGANIZATIONS FOR THE ALLOCATED PORTION OF THEIR SALARY, FRINGE BENEFITS AND TAXES. THESE INDIVIDUALS ARE COMPENSATED DIRECTLY BY THE WELFARE FUND LISTED IN SCHEDULE R, PART II. ACCORDINGLY, THE AVERAGE HOURS PER WEEK HAS BEEN REPORTED ENTIRELY ON THE RELATED PARTY LINE AND IS REPRESENTATIVE OF THE WEEKLY AMOUNT DEDICATED TO ALL ENTITIES. 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