2026-04-15T15:30:52-05:00 2025-05-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2024-06-01 146029930 PLUMBERS AND STEAMFITTERS LOCAL NO 7 WELFARE FUND PLUM 5187853440 18 AVIS DRIVE LATHAM NY 121102605 EDWARD NADEAU TRUSTEE 5187853440 2026-04-15 1 1 ANDREW A MATTHEWS CPA P01366028 5187850134 2024 2025-03-06 01:10:19Z EDWARD NADEAU 18 AVIS DRIVE LATHAM NY 121102605 126570149 0 X N/A X 1958 NY THE PRIMARY EXEMPT PURPOSE OF THE FUND IS TO PROVIDE BENEFITS TO LOCAL NO. 7 UNION MEMBERS. 6 3 6 0 0 0 0 0 14356345 15754802 15237569 9495082 858794 858787 30452708 26108671 0 0 15697115 17197286 316067 374498 0 0 0 556644 576358 16569826 18148142 13882882 7960529 93079900 99084387 291537 453947 92788363 98630440 THE PRIMARY EXEMPT PURPOSE OF THE FUND IS TO PROVIDE BENEFITS TO LOCAL NO. 7 UNION MEMBERS. 0 0 PROVIDE INSURANCE AND HEALTH CARE COVERAGE FOR HOSPITAL, X-RAY AND LAB FEES, SURGICAL AND MEDICAL FEES AND OTHER COSTS FOR UNION MEMBERS. 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 17 0 1 6 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 X RYAN HEIMROTH LOCAL NO 7 WELFARE FUND 5187853440 18 AVIS DRIVE LATHAM NY 12110 DANIEL HARRINGTON TRUSTEE 1.00 X 0 5412 48268 PETER CAMPITO TRUSTEE 1.00 X 0 0 0 EDWARD NADEAU TRUSTEE 1.00 39.00 X 0 141372 62525 PAUL FREDERICKS TRUSTEE 1.00 39.00 X 0 8451 49533 ROBERT SNYDER TRUSTEE 1.00 X 0 0 0 DANIEL KEATING TRUSTEE 1.00 X 0 0 0 RYAN HEIMROTH FUND ADMINISTRATOR 40.00 X 125957 0 53432 125957 155235 213758 1 0 1 0 0 EMPLOYER CONTRIBUTION 900099 15754802 15754802 15754802 1993044 1993044 107963516 100461478 7502038 7502038 7502038 PENSIONERS 900099 642710 642710 PREMIUMS FROM MEMBERS 900099 190999 190999 ADMINISTRATIVE FEE 900099 25078 25078 858787 26108671 16613589 0 9495082 17197286 179390 88141 78131 28836 44198 41152 198646 53150 62818 21816 28240 4540 51298 COMPUTER SERVICES 70500 18148142 2054578 640356 312759 284608 0 28151 16483174 9064940 73175296 86964918 1366852 2386022 93079900 99084387 264421 302521 27116 151426 291537 453947 X 0 0 0 0 92788363 98630440 92788363 98630440 93079900 99084387 7960529 -2118452 0 X X 0 1 X 1 0 312759 284608 28151 28151 US GOVERNMENT AND AGENCY SECURITIES 15963821 F CORPORATE BONDS 4756051 F MUTUAL FUNDS 45171557 F TEMPORARY FUNDS 603918 F INVESTMENT IN LIMITED PARTNERSHIP 20469571 F 86964918 RECIPROCAL PAYABLE 151426 151426 X 23791573 -2118452 -2118452 25910025 198646 198646 26108671 17949496 0 17949496 198646 198646 18148142 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD ITS ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY, THE FUND'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAX. THE FUND HAS OBTAINED A DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN DOCUMENT HAS BEEN AMENDED SINCE RECEIVING THAT DETERMINATION LETTER. THE FUND'S SPONSOR AND ADMINISTRATOR AND THE FUND'S TAX COUNSEL BELIEVE THAT THE FUND AND RELATED TRUST ARE CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON THE EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECORDING OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X 0 0 0 EDWARD NADEAU TRUSTEE 0 141372 0 0 0 0 0 43486 0 19039 0 203897 0 0 RYAN HEIMROTH FUND ADMINISTRATOR 125957 0 0 0 0 0 30500 0 22932 0 179389 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES BESIDES GOVERNING BODY; THEREFORE THIS WOULD BE CONSIDERED NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WAS PRESENTED A COPY OF THE FINAL 990 BEFORE ITS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPENSATION OF KEY EMPLOYEES AT THE END OF EVERY PLAN YEAR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, FORM 990, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FUND'S OFFICE. FORM 990, PART XI, LINE 2C: THE GOVERNING BODY IS RESPONSIBLE FOR THE APPROVAL OF THE FINANCIAL STATEMENT AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. LOCAL NO 7 UNION 18 AVIS DRIVE LATHAM NY 12110 140771975 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 501(C)(5) N/A 0 PLUMBERS AND STEAMFITTERS LOCAL NO 7 PENSION FUND 18 AVIS DRIVE LATHAM NY 12110 912055384 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 401A N/A 0 PLUMBERS AND STEAMFITTERS LOCAL NO 7 ANNUITY FUND 18 AVIS DRIVE LATHAM NY 12110 900127434 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 401A N/A 0 APPRENTICE TRAINING FUND 18 AVIS DRIVE LATHAM NY 12110 237278303 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 501(C)(3) 12 N/A 0 APPRENTICE SCHOOL INC 18 AVIS DRIVE LATHAM NY 12110 237379398 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 501(C)(6) N/A 0 BETTERMENT FUND 18 AVIS DRIVE LATHAM NY 12110 237091950 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 501(C)(5) N/A 0 RICHARD P WALSH SCHOLARSHIP FUND 18 AVIS DRIVE LATHAM NY 12110 141686131 PROVIDE BENEFITS TO LOCAL 7 MEMBERS NY 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0