2024-09-19T17:37:07-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER STE 700 WESTCHESTER IL 60154 990 2023-01-01 366110305 PLUMBERS & PIPEFITTERS LOCAL 23 UA HEALTH & WELFARE FUND PLUM 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 RANDY ALLEN TRUSTEE 8153978350 2024-09-19 1 0 BRANDON WOLBER P01460460 3123680500 2024-09-19 2023 2024-08-08 14:25:15Z RANDY ALLEN 4525 BOEING DRIVE ROCKFORD IL 611092934 33381775 0 X N/A X 1957 IL PROVIDE HEALTH BENEFITS 10 1 15 0 0 0 0 0 11269879 13414246 618412 551562 459 1340 11888750 13967148 0 0 12243366 12668656 86965 101704 0 0 0 691070 702810 13021401 13473170 -1132651 493978 29005201 32453221 87565 367828 28917636 32085393 PROVIDE HEALTH BENEFITS 0 0 TO PROVIDE HEALTH CARE, LIFE, DENTAL, VISION, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. 0 0 0 0 0 0 0 1 0 1 0 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 20 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 10 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 X RANDY ALLEN 8153978350 4525 BOEING DRIVE ROCKFORD IL 611092934 TIMOTHY HUFF CHAIRMAN 1.00 55.00 X 0 176909 110640 RYAN MARSHALL TRUSTEE 1.00 51.00 X 0 149432 98630 RYAN TRACEY TRUSTEE 1.00 51.00 X 0 151324 98630 WILLIAM SPRAGUE TRUSTEE 1.00 3.00 X 0 0 0 BRIAN HELM TRUSTEE 1.00 3.00 X 0 0 0 ROBERT WOODEN TRUSTEE 1.00 3.00 X 0 0 0 GREGORY HILL TRUSTEE 1.00 3.00 X 0 0 0 RICK LUNDVALL ALTERNATE TRUSTEE 1.00 3.00 X 0 0 0 GREG HARLE ALTERNATE TRUSTEE 1.00 45.00 X 0 154218 63902 JOSH CERONI TRUSTEE 1.00 3.00 X 0 0 0 0 631883 371802 0 0 1 0 SAV RX 224 N PARK AVE FREMONT NE 68025 BENEFIT PROVIDER 1848841 ACTIVATE HEALTHCARE LLC 2010 N DAMEN AVE CHICAGO IL 60647 CLINIC ADMINISTRATOR 603025 BENEFITS MANAGEMENT GROUP INC 903 COMMERCE DRIVE SUITE 304 OAKBROOK IL 60523 ADMINISTRATIVE FEES 310353 BLUE CROSS BLUE SHIELD OF ILLINOIS 300 EAST RANDOLPH STREET CHICAGO IL 60601 PPO NETWORK PROVIDER 293184 4 EMPLOYER CONTRIBUTIONS 900099 11997188 11997188 PARTICIPANT AND RETIREE CONTRIBUT 900099 752325 752325 PRESCRIPTION DRUG REBATES 900099 441032 441032 CLINIC ADMINISTRATION FEES 900099 126620 126620 SUBROGATION 900099 97081 97081 13414246 795631 795631 19170558 19414627 -244069 -244069 -244069 MISCELLANEOUS 900099 1340 1340 1340 13967148 13414246 0 552902 12668656 53613 10395 26201 11495 310353 49176 43735 76615 101378 30302 1793 36619 15693 8391 18310 LOSS ON DISPOSAL OF EQU 4646 MISCELLANEOUS 3723 FEES MANDATED BY ACA 2076 13473170 1593090 830898 255824 312984 1415564 1511599 88498 92756 450035 421138 37418 28897 25605407 29674699 9400 1388 29005201 32453221 81307 361086 4208 6513 2050 229 87565 367828 X 0 0 0 0 28917636 32085393 28917636 32085393 29005201 32453221 493978 2673779 0 X 0 1 X 1 0 1 85545 18270462 18352374 3633 0 346247 346006 241 103788 75132 28656 28897 PAYROLL WITHHOLDINGS 229 229 X 16564312 2673779 2673779 13890533 76615 76615 13967148 13396555 0 13396555 76615 76615 13473170 PART IV, LINE 1B: THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INTIALLY RECEIVED THROUGH A LOCKBOX HELD BY THE PLAN. AMOUNTS ARE HELD BY THE PLAN IN THE LOCKBOX UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. 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. 0 0 0 TIMOTHY HUFF CHAIRMAN 0 171720 0 0 0 5189 0 76560 0 34080 0 287549 0 0 RYAN TRACEY TRUSTEE 0 146606 0 0 0 4718 0 67276 0 31354 0 249954 0 0 RYAN MARSHALL TRUSTEE 0 145344 0 0 0 4088 0 67276 0 31354 0 248062 0 0 GREG HARLE ALTERNATE TRUSTEE 0 153060 0 0 0 1158 0 31736 0 32166 0 218120 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH BENEFITS MANAGEMENT GROUP, INC. TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD CHAIRMAN AND THIRD PARTY ADMINISTRATOR FOR THEIR REVIEW, APPROVAL AND SIGNATURE PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART II - SIGNATURE BLOCK: RANDY ALLEN REPLACED TIMOTHY HUFF ON THE BOARD OF TRUSTEES SUBSEQUENT TO YEAR END AS A RESULT OF A REGULAR SCHEDULED ELECTION AND ACCORDINGLY, IS SIGNING THE RETURN ON BEHALF OF THE FUND. UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 4525 BOEING DRIVE ROCKFORD IL 61109 376123990 PROVIDE PENSION BENEFITS IL 401(A) N/A NOT APPLICABLE 0 PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND 4525 BOEING DRIVE ROCKFORD IL 61109 366109329 APPRENTICE AND JOURNEYMEN TRAINING IL 501(C)5 N/A NOT APPLICABLE 0 ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN 4525 BOEING DRIVE ROCKFORD IL 61109 391951674 PROVIDE RETIREMENT BENEFITS IL 401(A) N/A NOT APPLICABLE 0 UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 4525 BOEING DRIVE ROCKFORD IL 61109 362118228 CONTRIBUTING EMPLOYER IL 501(C)5 N/A NOT APPLICABLE 0 ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL 4525 BOEING DRIVE ROCKFORD IL 61109 262258555 LABOR MANAGEMENT COOPERATION COUNCIL IL 501(C)(6) N/A NOT APPLICABLE 0 1901 INC CONTRIBUTING EMPLOYER 0 ADVANTAGE POINT GROUP INC CONTRIBUTING EMPLOYER 0 ALLIED POWER LLC CONTRIBUTING EMPLOYER 0 ALPHA CONTROLS & SERVICES CONTRIBUTING EMPLOYER 0 AREA MECHANICAL INC CONTRIBUTING EMPLOYER 0 ATOMATIC MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 AUTOMATIC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 AUTOMATIC FIRE SYSTEMS INC CONTRIBUTING EMPLOYER 0 BASSETT MECHANICAL CONTRIBUTING EMPLOYER 0 CERONI PIPING CO CONTRIBUTING EMPLOYER 0 CFMVR TESCO CONTRIBUTING EMPLOYER 0 CLE CONTRACTING LLC CONTRIBUTING EMPLOYER 0 CLIMATE PROS INC CONTRIBUTING EMPLOYER 0 COMMERCIAL MECHANICAL INC CONTRIBUTING EMPLOYER 0 CONSOLIDATED MECHANICAL CONTRIBUTING EMPLOYER 0 DILLETT MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 EWING DOHERTY MECHANICAL CONTRIBUTING EMPLOYER 0 FIVE STAR PLUMBING CO CONTRIBUTING EMPLOYER 0 GA RICH & SONS CONTRIBUTING EMPLOYER 0 GEOSTAR MECHANICAL INC CONTRIBUTING EMPLOYER 0 HARTWIG MECHANICAL CONTRIBUTING EMPLOYER 0 HAYES INDUSTRIES INC CONTRIBUTING EMPLOYER 0 HELM MECHANICAL - METAL TRADES CONTRIBUTING EMPLOYER 0 HONEYWELL INC CONTRIBUTING EMPLOYER 0 HUSSMANN CORPORATION CONTRIBUTING EMPLOYER 0 INDEPENDENT MECHANICAL INDUSTRIES INC CONTRIBUTING EMPLOYER 0 JB CONTRACTING CORP CONTRIBUTING EMPLOYER 0 JM AARUD MECHANICAL CONTRIBUTING EMPLOYER 0 JOHN E GREEN CO CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 LOESCHER HEATING & AC CONTRIBUTING EMPLOYER 0 MCT SERVICES LLC CONTRIBUTING EMPLOYER 0 MECHANICAL SERVICE INC CONTRIBUTING EMPLOYER 0 MIDWEST MECHANICAL INDUST (BYRON) CONTRIBUTING EMPLOYER 0 MIDWEST REFRIGERATION CONTRIBUTING EMPLOYER 0 MILLER ENGINEERING COMPANY CONTRIBUTING EMPLOYER 0 MODERN PIPING INC CONTRIBUTING EMPLOYER 0 MO-ST PLUMBING & MECHANICAL CONTRIBUTING EMPLOYER 0 MVP PLUMBING CORP CONTRIBUTING EMPLOYER 0 NELSON CARLSON MECH CONTR CONTRIBUTING EMPLOYER 0 NJ MECHANICAL LLC CONTRIBUTING EMPLOYER 0 PEARSON PLUMBING & HTG - H&W HRA ONLY CONTRIBUTING EMPLOYER 0 PRECISION PIPING INC CONTRIBUTING EMPLOYER 0 PREMISTAR CONTRIBUTING EMPLOYER 0 ROCK VALLEY CONCRETE CUT CONTRIBUTING EMPLOYER 0 RPM PLUMBING LLC CONTRIBUTING EMPLOYER 0 SERVICE CONCEPTS CONTRIBUTING EMPLOYER 0 SERVICE PLUMBING CONTRIBUTING EMPLOYER 0 SIEMENS ENERGY GENERATION SVCS CO CONTRIBUTING EMPLOYER 0 TCJ MECHANICAL INC CONTRIBUTING EMPLOYER 0 TOTAL PLUMBING & HEATING CONTRIBUTING EMPLOYER 0 TRITON TEST BALANCE DESIGN CONTRIBUTING EMPLOYER 0 WILHELMI PLUMBING LLC CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 FORM 990, SCHEDULE R, PART IV THE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES.