2024-05-08T08:08:23-05:00 2023-06-30 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2022-07-01 751669421 TEXAS PIPE TRADES HEALTH BENEFIT PLAN TEXA 9729439559 2425 N CENTRAL EXPRESSWAY 120 RICHARDSON TX 75080 J B KIRK CHAIRMAN 9729439559 2024-05-08 1 J KIRK 999009999 0 KEVIN E BIENVENU CPA P00079403 7136222310 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J B KIRK 2425 N CENTRAL EXPRESS WAY SUITE 120 RICHARDSON TX 75080 77017298 0 X N/A X 1979 TX HEALTH BENEFIT PLAN 12 12 0 0 0 0 0 0 43471695 42191777 842273 780104 686222 0 45000190 42971881 0 0 32277842 32021367 0 0 0 0 0 4050533 3143140 36328375 35164507 8671815 7807374 30354587 38196088 729170 763297 29625417 37432791 PROVIDING MEMBERS WITH HEALTH, LIFE & DISABILITY BENEFITS. 0 0 34297022 42197881 HEALTH CLAIMS AND INSURANCE PREMIUMS PAID TO AND FOR THE BENEFIT OF MEMBERS OF MEMBER UNIONS PARTICIPATING IN THE TEXAS PIPE TRADES HEALTH BENEFIT PLAN. 34297022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SOUTHWEST SERVICE ADMINISTRATORS 4694236100 2425 N CENTRAL EXPRESSWAY SUITE 120 RICHARDSON TX 75080 X JB KIRK TRUSTEE 2.00 X X 0 0 0 CLYFF CURRY TRUSTEE 2.00 X X 0 0 0 JOHN ANTHONY TRUSTEE 2.00 X X 0 0 0 BOBBY GRIMES TRUSTEE 2.00 X X 0 0 0 CALVIN JENNINGS TRUSTEE 2.00 X X 0 0 0 WAYDE DUNCAN TRUSTEE 2.00 X X 0 0 0 CHROSTOPHER NEWELL TRUSTEE 2.00 X X 0 0 0 MARK KELLY TRUSTEE 2.00 X X 0 0 0 KEVIN P CRUSO TRUSTEE 2.00 X X 0 0 0 KENNETH TODD TRUSTEE 2.00 X X 0 0 0 BEN BRADSHAW TRUSTEE 2.00 X X 0 0 0 MIKE ARTHURS TRUSTEE 2.00 X X 0 0 0 0 0 0 0 0 0 0 SOUTHWEST SERVICE ADMINISTRATOR 2425 N CENTRAL EXPRESSWAY 120 RICHARDSON TX 75080 CONTRACT THIRD PARTY ADMINISTRATOR 417406 1 EMPLOYER CONTRIBUTIONS 525100 42004697 42004697 EMPLOYEE CONTRIBUTIONS 525100 187080 187080 42191777 1348347 1348347 33477174 34045417 -568243 -568243 -568243 42971881 41623534 0 1348347 32021367 32021367 417406 417406 102363 102363 86600 86600 71966 71966 38482 38482 18866 18866 2275655 2275655 CONSULTING FEE 88200 88200 DUES 16449 16449 INSURANCE PREMIUMS LIA 14550 14550 OTHER 12603 12603 35164507 34297022 867485 0 4637687 5233357 2888822 2956037 22828078 30006694 30354587 38196088 729170 763297 729170 763297 X 0 0 0 0 29625417 37432791 29625417 37432791 30354587 38196088 7807374 0 X X 0 1 X 1 0 0 X 42971881 0 42971881 0 42971881 35164507 0 35164507 0 35164507 PART X, LINE 2: THE LOCAL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE LOCAL'S MANAGEMENT REVIEWS AND EVALUATES ITS TAX POSITIONS TO DETERMINE WHETHER OR NOT THERE ARE UNCERTAIN TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION. BASED ON THIS REVIEW, NO RESERVES FOR UNCERTAIN TAX POSITIONS WERE REQUIRED TO HAVE BEEN RECORDED OR DISCLOSED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. WITH FEW EXCEPTIONS, THE LOCAL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS PRECEDING JUNE 30, 2020. THE BOARD BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE BOARD WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2023, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2020 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSE IN THE STATEMENT OF ACTIVITIES, FUNCTIONAL EXPENSES, AND CHANGES IN NET ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TRUSTEES AND THE SIGNING OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C REQUIRES IMMEDIATE DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST AND ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AND ANNUAL COMPLETION AND SIGNING OF CONFLICT OF INTEREST DISCLOSURE FORM. THE POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE THIRD PARTY ADMINISTRATOR (TPA) OFFICE. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS, THE LOCATION OF THE OFFICE IS SOUTHWEST SERVICE ADMINISTRATORS, 2425 N. CENTRAL EXPRESSWAY SUTIE 120, RICHARDSON, TX 75080. THE TELEPHONE NUMBER IS 469-423-6100. PART XII LINE 2 C THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE ENGAGEMENT OF THE AUDITING FIRM, OVERSIGHT OF THE AUDIT AND APPROCVAL AND ACCEPTANCE OF THE AUDIT REPORT AND ALL FINDINGS.