2026-05-08T14:16:41-05:00 2025-06-30 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 77056 990 2024-07-01 746038640 PLUMBERS' LOCAL UNION NO 68 WELFARE FUND PLUM 7138692592 PO BOX 8726 HOUSTON TX 772498726 WILLIAM VENABLE II SEC/TRUSTEE 7138692592 2026-05-08 1 0 Kevin E Bienvenu CPA P00079403 7136222310 2024 2025-03-06 01:10:19Z WILLIAM VENABLE II 468 LINK ROAD Houston TX 77018 30712340 0 X N/A X 1959 TX TO PROVIDE HEALTH CARE BENEFITS TO MEMBERS WORKING UNDER THE COLLECTIVE BARGAINING AGREEMENT OF LOCAL 68. 8 8 0 0 0 0 0 0 19059091 20817143 490314 692070 1756728 4246506 21306133 25755719 0 0 18372458 22985692 0 0 0 0 0 3181370 7147081 21553828 30132773 -247695 -4377054 13178620 14155898 16136911 21491243 -2958291 -7335345 TO PROVIDE HEALTH CARE BENEFITS TO MEMBERS WORKING UNDER THE COLLECTIVE BARGAINING AGREEMENT OF LOCAL 68. 0 0 29317661 25755719 TO PROVIDE HEALTH CARE BENEFITS TO MEMBERS WORKING UNDER THE COLLECTIVE BARGAINING AGREEMENT OF LOCAL 68. 29317661 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X WILLIAM VENABLE II 7138692592 468 LINK ROAD HOUSTON TX 77018 X CHRIS HUMPHREY TRUSTEE 2.00 X 0 0 0 CURTIS HARBOUR TRUSTEE 2.00 X 0 0 0 CHATO WOODARD TRUSTEE 2.00 X 0 0 0 TONY MCCORVEY JR TRUSTEE 2.00 X 0 0 0 CHARLES FELL TRSUTEE 2.00 X 0 0 0 WILLIAM VENABLE II SEC/TRUSTEE 2.00 X 0 0 0 JEFF LABROSKI TRUSTEE 2.00 X 0 0 0 WAYNE LORD TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS CONTRIBUTIONS 900099 17863523 17863523 EMPLOYEES SELF PAY 900099 2953620 2953620 20817143 336938 336938 5311753 4956621 355132 355132 355132 REINSURANCE 900099 4246506 4246506 4246506 25755719 25063649 0 692070 22985692 22985692 521042 521042 59579 59579 52176 52176 2389918 2389918 LIABILITY CHANGE 3942051 3942051 CONSULTING FEE 117500 117500 BANK FEES & TAXES 32551 32551 OTHER 32264 32264 30132773 29317661 815112 0 364675 235757 1775236 2209870 11038709 11710271 13178620 14155898 2568968 3981249 13567943 17509994 16136911 21491243 X -2958291 -7335345 -2958291 -7335345 13178620 14155898 -4377054 0 X 0 1 X 1 0 0 ELIGIBILITY LIABILITY 7365000 INCURRED BUT NOT REPORTED 5993100 POST RETIREMENT BENEFITS 4151894 17509994 X 25755719 0 25755719 0 25755719 30132773 0 30132773 0 30132773 Part X, Line 2: The Fund believes that all significant tax positions utilized by the Fund will more likely than not be sustained upon examination. As of June 30, 2025, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the fiscal year 2021 forward (with limited exceptions). Tax penalties and interest, if any, would be accrued as incurred and would be classified as tax expense in the statement of changes in benefit obligations and net assets available for benefits. Form 990, Part VI, Section B, line 11b A REPRESENTATIVE OF THE GOVERNING BODY REVIEWS THE 990 PRIOR TO SIGNING AND FILING THE 990. Form 990, Part VI, Section B, line 12c ANY PERSON HOLDING A POTENTIALLY ADVERSE INTEREST SHALL FULLY DISCLOSE TO THE BOARD OF TRUSTEES THE POTENTIALLY ADVERSE INTEREST AND SHALL PARTICIPATE IN THE TRANSACTION ONLY IF THE BOARD DETERMINES THAT THE INTEREST WILL NOT MATERIALLY INFLUENCE THE PARTY'S INTERACTION WITH THE ORGANIZATION. PERSONS EMPLOYED BY THE ORGANIZATION SHALL FULLY DISCLOSE TO THE BOARD ANY AND ALL OF THEIR RELATIONSHIPS WITH OTHER PARTIES THAT DEAL WITH THE ORGANIZATION. SUCH PARTIES SHALL INCLUDE, BUT NOT BE LIMITED TO, ENTITIES PROVIDING SERVICES TO THE ORGANIZATION AND PROSPECTIVE SERVICE PROVIDERS FOR THE ORGANIZATION. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS AT THE PRIMARY LOCATION OF THE ORGANIZATION.