2024-05-14T15:45:21-05:00 2023-06-30 221750854 I E Shaffer & Co 830 Bear Tavern Road West Trenton NJ 08628 990 2022-07-01 222193446 PLUMBERS AND PIPEFITTERS LOCAL 9 WELFARE FUND PLUM 6097181323 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 JONATHAN D LEVINE ADMINISTRATOR 6097181323 2024-05-14 1 JONATHAN LEVINE 999009999 1 P01068910 6097181323 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL MALONEY 830 BEAR TAVERN ROAD PO BOX 1028 WEST TRENTON NJ 08628 29668428 0 X N/A X 1977 NJ PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 12 12 0 0 0 0 0 0 26303993 28958678 699411 709750 0 0 27003404 29668428 0 0 24361124 28243225 0 0 0 0 0 777679 779495 25138803 29022720 1864601 645708 32816826 33170398 3149761 3618326 29667065 29552072 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 0 0 28243225 29668428 PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS 28243225 0 0 0 0 0 0 0 0 0 0 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 41 0 0 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X I E SHAFFER & CO 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 DANIEL REUTER TRUSTEE 1.00 X 0 0 0 VINCENT SPIEZIO III TRUSTEE 1.00 X 0 0 0 NICHOLAS SAPNER TRUSTEE 1.00 X 0 0 0 ROBERT J BREYTA JR TRUSTEE 1.00 X 0 0 0 PHILLIP PETILLO TRUSTEE 1.00 X 0 0 0 DAVID STROBINO TRUSTEE 1.00 X 0 0 0 BRIAN F KEARNS TRUSTEE 1.00 X 0 0 0 CHARLES WHALEN III TRUSTEE 1.00 40.00 X 0 157174 124751 JUSTIN MALONEY TRUSTEE 1.00 X 0 0 0 MICHAEL MALONEY TRUSTEE 1.00 40.00 X 0 174075 127484 PATRICK SCHARNITZ TRUSTEE 1.00 40.00 X 0 129374 117604 THOMAS F PANCONI JR TRUSTEE 1.00 X 0 0 0 0 460623 369839 0 0 1 0 Horizon Healthcare Services Inc 3 Penn Plaza East PP-04V Newark NJ 07105 Claims Processing 578105 IE SHAFFER & CO 830 Bear Tavern Rd PO Box 1028 West Trenton NJ 08628 Third Party Administrator 535365 2 EMPLOYER CONTRIBUTIONS 230000 25087198 25087198 EMPLOYEE CONTRIBUTIONS 230000 2181565 2181565 PRESCRIPTION REBATES 230000 1341767 1341767 STOP LOSS REIMBURSEMEN 230000 330588 330588 MISCELLANEOUS INCOME 230000 17560 17560 28958678 709750 709750 29668428 29668428 0 0 28243225 28243225 535365 535365 50972 50972 49550 49550 85079 85079 22758 22758 17389 17389 5576 5576 5405 5405 PCORI FEES 7401 7401 29022720 28243225 779495 0 2310500 1839650 125640 94154 2863211 3870925 27517475 27365669 32816826 33170398 736811 1086515 2412950 2531811 3149761 3618326 X 29667065 29552072 0 0 0 0 29667065 29552072 32816826 33170398 645708 -760701 0 X X 0 1 X 1 0 0 Empower Guaranteed Deposit Account 27365669 F 27365669 CLAIM LIABILITIES PAYABLE 2531811 2531811 X 28822648 -760701 -760701 29583349 85079 85079 29668428 28818780 0 28818780 85079 118861 203940 29022720 Part X, Line 2: Accounting prinicipals generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XII, Line 4b - Other Adjustments: INCREASE IN CLAIMS PAYABLE 118861. 0 0 0 MICHAEL MALONEY TRUSTEE 0 164871 0 0 0 9204 0 0 0 127484 0 301559 0 0 CHARLES WHALEN III TRUSTEE 0 153939 0 0 0 3235 0 0 0 124751 0 281925 0 0 PATRICK SCHARNITZ TRUSTEE 0 125352 0 0 0 4022 0 0 0 117604 0 246978 0 0 Form 990, Part VI, Section A, line 2 CHARLES WHALEN III, PATRICK SCHARNITZ AND MICHAEL MALONEY ARE EMPLOYEES OF PLUMBERS LOCAL UNION 9 Form 990, Part VI, Section A, line 7a UNION TRUSTEES ARE APPOINTED BY PLUMBERS LOCAL UNION 9 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF NEW JERSEY, INC. WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACUAL RELATIONSHIP WITH THE UNION Form 990, Part VI, Section A, line 8b NO SUCH COMMITTEES EXISTED Form 990, Part VI, Section B, line 11b A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO IT'S SUBMISSION Form 990, Part VI, Section C, line 18 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE PROCESS PLUMBERS LOCAL 9 UNION 2 IRON ORE ROAD RT 33 ENGLISHTOWN NJ 07726 220583720 LABOR UNION REPRESENTING MEMBERS NJ 501(c)(5) N/A 0 PLUMBERS LOCAL 9 PENSION PLAN 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 510219541 PROVIDE PENSION BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 PLUMBERS LOCAL 9 SURETY FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 222383293 PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 PLUMBERS LOCAL 9 EDUCATION FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 237015725 PROVIDE TRAINING AND EDUCATION BENEFITS TO PARTICIPANTS NJ 501(c)(3) SCHOOL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0