2024-01-22T15:24:25-06:00 2023-05-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-06-01 440651452 PIPE FITTERS LOCAL NO 533 HEALTH & WELFARE PLAN PIPE 8167563313 5600 NEW KING DR TROY MI 48098 LUKE MOYLAN TRUSTEE 8167563313 2024-01-15 1 LUKE MOYLAN 999009999 0 DOUG BERTOSSI P00637990 6123764500 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LUKE MOYLAN 5600 NEW KING DR TROY MI 48098 39017895 0 X N/A X 1954 MO TO PROVIDE HEALTH, LIFE & DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 6 6 0 0 0 0 0 0 22817173 24470282 771083 911033 4080 4836 23592336 25386151 0 0 20558521 21111221 0 0 0 0 0 810754 847748 21369275 21958969 2223061 3427182 45550240 48554971 132268 264176 45417972 48290795 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. AS OF THE END OF THE TAXABLE YEAR, THERE WERE 1,855 PARTICIPANTS COVERED. 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 71 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 0 0 0 1 0 0 1 0 0 0 X HEATHER CARMAN CO SOLXSYS 8163610206 8600 HILLCREST RD SUITE A KANSAS CITY MO 64138 MICHAEL W GOSSMAN TRUSTEE, SECRETARY 1.00 40.00 X X 0 0 0 LUKE MOYLAN TRUSTEE, CHAIRMAN 1.00 40.00 X X 0 148951 91576 BRYAN TAYLOR TRUSTEE 1.00 40.00 X 0 0 0 CHRIS HUTCHINGS TRUSTEE 1.00 40.00 X 0 0 0 JAMES KEVIN HENDRICKSON TRUSTEE 1.00 40.00 X 0 156575 94249 JEREMIAH BULL TRUSTEE 1.00 40.00 X 0 0 0 0 305526 185825 0 0 1 0 SOLYSXS ADMINSTRATIVE SOLUTIONS 5600 NEW KING DR SUITE 330 TROY MI 48098 PLAN ADMINISTRATOR 484463 BLUE CROSS BLUE SHIELD OF KANSAS CITY 2301 MAINT STREET KANSAS CITY MO 64108 PPO NETWORK PROVIDER 482824 BLAKE & UHLIG PA 753 STATE AVENUE SUITE 475 KANSAS CITY KS 66101 LEGAL SERVICES 171113 WILSON MCSHANE CORP 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 PLAN ADMINISTRATOR 120800 4 EMPLOYER CONTTRIBUTIONS 525100 22130592 22130592 EMPLOYEE CONTRIBUTIONS 525100 2339690 2339690 24470282 1179762 1179762 13363015 13631744 -268729 -268729 -268729 OTHER INCOME 900099 4836 4836 4836 25386151 24475118 0 911033 21111221 434719 111778 61894 54000 92287 53776 9855 20390 PCORI/REINSURANCE FEE 9049 21958969 2310974 4789105 2416179 2576390 0 0 124408 136649 40698679 41052827 45550240 48554971 104513 130763 27755 1116 132297 132268 264176 X 45417972 48290795 45417972 48290795 45550240 48554971 3427182 -554359 0 X X 0 1 X 1 0 0 1 X 0 X 24777792 -554359 -554359 25332151 54000 54000 25386151 21904969 0 21904969 54000 54000 21958969 PART IV, LINE 2B: EMPLOYER CONTRIBUTIONS ARE COLLECTED THROUGH A LOCKBOX ACCOUNT HELD BY THE PLAN ON BEHALF OF OTHER EMPLOYEE BENEFIT PLANS AND SIMILAR ENTITIES. THE CONTRIBUTIONS ARE TRANSFERRED TO OTHER ENTITIES ON A MONTHLY BASIS. PART X, LINE 2: THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICES (IRS) DATED JULY 21, 1977, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 JAMES KEVIN HENDRICKSON TRUSTEE 0 156575 0 0 0 0 0 70449 0 23800 0 250824 0 0 LUKE MOYLAN TRUSTEE, CHAIRMAN 0 148951 0 0 0 0 0 67776 0 23800 0 240527 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S DAILY RECORDKEEPING FUNCTIONS ARE HANDLED BY THE MANAGEMENT COMPANY, SOLXSYS. ALL EXECUTIVE MANAGEMENT DECISIONS ARE HANDLED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE MECHANICAL CONTRACTORS ASSOCIATION OF GREATER KANSAS CITY AND THE PIPE FITTERS ASSOCIATION LOCAL UNION 533 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MECHANICAL CONTRACTORS ASSOCIATION OF GREATER KANSAS CITY AND THE PIPE FITTERS ASSOCIATION LOCAL UNION 533 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA ARE CONSIDERED MEMBERS SHARE EQUAL RIGHT IN APPOINTING MEMBERS OF THE BORARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT ADOPTED BY THE BOARD OF TRUSTEES SHALL BE SUBMITTED FOR RATIFICATION BY THE ASSOCIATION BOARD AND UNION BUSINESS MANAGER AND EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THEIR REVIEW OF THE ANNUAL AUDIT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. XII THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 436175719 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MO 501(A) N/A 0 PIPE FITTERS EDUCATION TRAINING NO 533 9876 HICKMAN MILLS DRIVE KANSAS CITY MO 64139 440610083 EDUCATION FOR APPRENTICES AND JOURNEYMAN MO 501(C)(3) LINE 2 N/A 0 PIPE FITTERS LOCAL NO 533 PENSION PLAN 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 436175719 TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS MO 501(A) N/A 0 PIPEFITTERS ASSOCIATION LOCAL UNION 533 8600 HILLCREST ROAD SUITE A KANSAS CITY MO 64138 440448095 UNION MO 501(C)(5) N/A 0 PIPEFITTERS EDUC CONTRIBUTING EMPLOYER 0 PIPEFITTERS LOCAL NO 342 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LCL #45 CONTRIBUTING EMPLOYER 0 PLUMBERS & PIPEFITTERS LU 430 CONTRIBUTING EMPLOYER 0 SOUTHERN CAL PIPE TRADES DC 16 CONTRIBUTING EMPLOYER 0 STEAMFITTERS LOCAL #464 CONTRIBUTING EMPLOYER 0 UA LOCAL UNION CONTRIBUTING EMPLOYER 0 ANDERSON MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 CDI INDUSTRIAL & MECH CONTRIBUTING EMPLOYER 0 0 CENTRAL STATES CONTRACTING CONTRIBUTING EMPLOYER 0 0 CLIMATE PROS LLC CONTRIBUTING EMPLOYER 0 0 L&J BUILDING CO LLC CONTRIBUTING EMPLOYER 0 0 MEUSCHKE MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 P1 CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 0 P1 SERVICE LLC CONTRIBUTING EMPLOYER 0 0 PRO-MECHANICAL CONTRIBUTING EMPLOYER 0 0 US ENGINEERING METALWORKS LLC CONTRIBUTING EMPLOYER 0 0 US ENGINEERING SERVICE LLC CONTRIBUTING EMPLOYER 0 0 VAZQUEZ COMMERCIAL CONTRACTING CONTRIBUTING EMPLOYER 0 0 BURNS MECHANICAL LLC CONTRIBUTING EMPLOYER 0 0 RIDGEWAY PLUMBING LLC CONTRIBUTING EMPLOYER 0 0 ALEXANDER MECHANICAL INC CONTRIBUTING EMPLOYER 0 APCOMPOWER INC CONTRIBUTING EMPLOYER 0 BAXTER MECHANICAL CONTRIBUTING EMPLOYER 0 C&C SALES INC DBA C&C GROUP CONTRIBUTING EMPLOYER 0 CARRIER AC CONTRIBUTING EMPLOYER 0 CJ INDUSTRIES CONTRIBUTING EMPLOYER 0 CONTROL INSTALLATIONS OF IA CONTRIBUTING EMPLOYER 0 CONTROL SERVICE COMPANY CONTRIBUTING EMPLOYER 0 DESIGN MECHANICAL INC CONTRIBUTING EMPLOYER 0 ENERFAB POWER & INDUSTRIAL CONTRIBUTING EMPLOYER 0 ENVIRONMENTAL TEMP CONTROL CONTRIBUTING EMPLOYER 0 FAGAN CO CONTRIBUTING EMPLOYER 0 HUSSMANN CORP CONTRIBUTING EMPLOYER 0 INSIGHT MECHANICAL CONTRACTORS CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS CONTRIBUTING EMPLOYER 0 KANSAS CITY MECH CONTRIBUTING EMPLOYER 0 KIEWIT POWER CONSTRUCTORS CO CONTRIBUTING EMPLOYER 0 LIPPERT MECHANICAL SERVIC CONTRIBUTING EMPLOYER 0 MARTIN MECHANICAL CORP CONTRIBUTING EMPLOYER 0 METRO AIR CONDITIONING CO CONTRIBUTING EMPLOYER 0 MMC CONTRACTORS NATIONAL INC CONTRIBUTING EMPLOYER 0 NATION-WIDE REFRIGERATION INC CONTRIBUTING EMPLOYER 0 ODELL SERVICES CO INC CONTRIBUTING EMPLOYER 0 PM CONTRACTING CONTRIBUTING EMPLOYER 0 PRO-BALANCE CONTRIBUTING EMPLOYER 0 PROFESSIONAL FILTER SERVICE CONTRIBUTING EMPLOYER 0 QUALITY PLUMBING INC CONTRIBUTING EMPLOYER 0 RAND CONSTRUCTION CO CONTRIBUTING EMPLOYER 0 ROSS MECHANICAL CONTRIBUTING EMPLOYER 0 SALADINO MECHANICAL CONTRIBUTING EMPLOYER 0 SERVICE PLUS MECHANICAL CONT CONTRIBUTING EMPLOYER 0 SIEMENS INDUSTRY CONTRIBUTING EMPLOYER 0 STANGER INDUSTRIES INC CONTRIBUTING EMPLOYER 0 THE MECHANICS INC CONTRIBUTING EMPLOYER 0 TROTTER & MORTON FACILITIES CONTRIBUTING EMPLOYER 0 USE ENGINEERING CONSTRUCTION CONTRIBUTING EMPLOYER 0 VAUGHAN MECHANICAL INC CONTRIBUTING EMPLOYER 0 WALDINGER CORPORATION CONTRIBUTING EMPLOYER 0 WILLIAMS CARVER CO CONTRIBUTING EMPLOYER 0 CRS SERVICES CONTRIBUTING EMPLOYER 0 CUSTOM SHEETMETAL & ROOFING CONTRIBUTING EMPLOYER 0 MYRICK MECHANICAL CONTRIBUTING EMPLOYER 0 WAYNE COMFORT AIR SOLUTIONS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1