2025-02-14T12:01:43-00:00 2024-03-31 650292391 LaPadula Carlson Co 550 Biltmore Way Suite 1200 Coral Gables FL 33134 990 2023-04-01 620786559 PLUMBERS & PIPEFITTERS LU NO 572 HEALTH & WELFARE FUND % Kurt V Smith PLUM 6158590131 PO Box 1449 Goodlettsville TN 370701449 Kurt V Smith TRUSTEE 6158590131 2025-02-14 true Sharon Carlson P00801942 3055299300 2025-02-14 2023 2025-03-06 01:10:19Z Kurt V Smith PO Box 1449 Goodlettsville TN 370701449 18440692 false X X 1966 TN To provide health and welfare benefits to elegible participants. 6 6 0 0 0 15376436 17679116 442169 761576 8400 0 15827005 18440692 0 12071967 12433661 6616 11214 0 0 420733 429947 12499316 12874822 3327689 5565870 22099528 28993641 446638 411671 21652890 28581970 To provide health and welfare benefits to elegible participants. false false 12874822 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 12874822 false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false false X 4 0 true 0 false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false X SOUTHERN BENEFITS ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 X ERIC H COONS TRUSTEE/SECRETARY 002.00 X X 0 0 0 WILLIAM JOHNSON JR TRUSTEE 002.00 X 0 0 0 DARRELL T STEWART TRUSTEE 002.00 X 0 0 0 DONALD B ORR TRUSTEE/ CHAIRMAN 002.00 X 0 0 0 MARTIN GILMORE TRUSTEE 002.00 X 0 0 0 KURT V SMITH TRUSTEE 002.00 X 0 0 0 false false false SOUTHERN BENEFIT ADMINISTRATORS IN PO BOX 1449 GOODLETTSVILLE TN 37070 Administrator 312000 1 Employer Contributions 16520346 Participant Contributions 1158770 17679116 761576 18440692 0 0 0 12433661 12433661 0 0 0 0 0 11214 11214 312000 312000 12685 12685 22670 22670 0 25243 25243 20000 20000 0 11363 11363 0 0 0 26 26 0 0 0 0 0 14344 14344 Bank Charges 8295 8295 3321 3321 12874822 12874822 1115538 91716 19266 1350661 1989623 2176815 94757 103007 18880344 25271442 22099528 28993641 446638 411671 446638 411671 X 21652890 28581970 21652890 28581970 22099528 28993641 5565870 1363210 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Federal income taxes X 19778659 1363210 1363210 18415449 25243 25243 18440692 12849579 12849579 25243 25243 12874822 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of March 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. Form 990, Part VI, Section B, Line 11b The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature. Form 990, Part VI, Section B, Line 12c The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals. Form 990, Part V, Section C, Line 19 As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy. Plumbers and Pipefitters Local Union No 572 Pension Fund PO Box 1449 Goodlettsville TN 37072 626102837 Provides benefits to eligible participants TN 501a N/A false Plumbers Pipefitters & HVAC Technicians LU No 572 Annuity Fund PO Box 1449 Goodlettsville TN 37072 834459073 Provides benefits to eligible participants TN 501a N/A false Plumbers and Pipefitters Local Union No 572 225 Ben Allen Rd Goodlettsville TN 37207 620202151 To support membership TN 501 c 5 N/A false false false false false false false false false false false false false false false false false false false false