2024-03-04T12:12:00-05:00 2023-05-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2022-06-01 351899607 PLUMBERS AND STEAMFITTERS LOCAL 440 HEALTH & WELFARE PLAN PLUM 7654478803 3440 KOSSUTH STREET PO BOX 5769 LAFAYETTE IN 479035769 DONALD BOUGH SECRETARY/TREASURER 7654478803 2024-02-20 true DONALD BOUGH 888008888 false MICHELLE L ZIMMERMAN P00266120 3175661000 2024-02-20 2022 2023-04-26 12:10:37Z DONALD BOUGH 1521 BROOKVILLE CROSSING WAY INDIANAPOLIS IN 46239 48763312 false X N/A X 1993 IN TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 6 6 0 6 0 0 29997229 35068117 642211 687504 2615 2712 30642055 35758333 0 25727774 27304422 0 0 0 1727195 1840942 27454969 29145364 3187086 6612969 31106219 38453071 18232323 19307970 12873896 19145101 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. false false TO PROVIDE HEALTH AND WELFARE, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, DISABILITY, PRESCRIPTION DRUG, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false true 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 true 224 0 0 false false false false false false false false X 6 6 false true false false false false false true true false false true true true true true true false false false IN X STEWART C MILLER CO INC 7654478803 3440 KOSSUTH STREET LAFAYETTE IN 479035769 X DONALD BOUGH SECRETARY/TR 1.00 X X 0 0 0 WILLIAM BROWN TRUSTEE 1.00 X 0 0 0 GREG FULLER CHAIRMAN 1.00 X X 0 0 0 CHRIS GREINER TRUSTEE 1.00 X 0 0 0 CHRIS QUINN TRUSTEE 1.00 X 0 0 0 ROBERT STIENEKER TRUSTEE 1.00 X 0 0 0 false false false LABOR FIRST 1000 MIDLANTIC DR SUITE 100 MOUNT LAUREL NJ 08054 MEDICARE DRUG 1972019 EVERSIDE HEALTH LLC 1400 WEWATTA STREET SUITE 350 DENVER CO 80202 LAB SERVICES 1407737 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 PPO FEES 838708 STEWART C MILLER & COMPANY INC 3440 KOSSUTH STREET LAFAYETTE IN 47905 ADMINISTRATIVE 596153 4 EMPLOYER CONTRIBUTIONS 525100 32675859 32675859 PARTICIPANT CONTRIBUTIONS 525100 2392258 2392258 35068117 1202471 1202471 12490012 13004979 -514967 -514967 -514967 MISCELLANEOUS INCOME 900099 2712 2712 2712 35758333 35758333 27304422 72037 13033 54624 60649 113725 12495 2646 6076 8147 PPO/RX ADMIN FEES 868555 ADMINISTRATIVE FEES 595505 TRANSITIONAL REINSURANCE 12758 COST CONTAINMENT 11504 9188 29145364 0 0 0 5493638 7148422 392399 1592582 3640516 4569197 358351 378424 190874 44597 152353 146277 21068962 24545638 72531 31106219 38453071 243334 518972 17988989 18788998 18232323 19307970 X 12873896 19145101 12873896 19145101 31106219 38453071 6612969 -341764 X false true X true false 177734 33534 144200 13140 11063 2077 146277 ACCUMULATED ELIGIBILITY CREDITS 12816000 CLAIMS INCURRED BUT NOT REPORTED 5276832 MEDICAL CLAIMS PAYABLE 403168 PRESCRIPTION DRUG PAYABLE 126340 PENDING TRADE PAYABLE 94127 LEASE LIABILITY 72531 18788998 X 35361945 -341764 -341764 35703709 54624 54624 35758333 29090740 29090740 54624 54624 29145364 SCHEDULE D, PAGE 3, PART X THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON APRIL 11, 1994, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (CODE). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501 (C)(9) AS OF THE FINANCIAL STATEMENT DATE. THE PLAN IS SUBJECT TO EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 WAS FILED. FORM 990, PART VI SECTION B: LINES 13 AND 14 - POLICY THE BOARD OF TRUSTEES AND THE PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE PLAN TO STEWART C. MILLER AND COMPANY, INC., THIRD PARTY ADMINISTRATORS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. 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