2024-05-08T14:49:53-05:00 2023-06-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2022-07-01 720450650 PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND PLUM 5048853064 3515 I-10 SERVICE ROAD METAIRIE LA 70002 RONALD ROSSER TRUSTEE 5048853064 2024-05-07 1 RONALD ROSSER 999009999 0 P01260796 2126955003 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONALD ROSSER 3515 I-10 SERVICE ROAD METAIRIE LA 70002 11330083 0 X N/A X EMPLOYEE BENEFIT PLAN 1952 LA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 5 5 0 0 0 0 0 9749166 9547506 270099 270605 12129 9499 10031394 9827610 0 0 6896651 7219118 409272 411625 0 0 0 421258 537198 7727181 8167941 2304213 1659669 10872126 12892601 139705 395509 10732421 12497092 THE FUND WAS CREATED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.NUMBER OF PARTICIPANTS IS 1,987. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 16 0 1 5 1 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 5048853064 3515 I-10 SERVICE ROAD METAIRIE LA 70002 JOHN SABATHE TRUSTEE 5.00 X 0 0 0 RONALD ROSSER TRUSTEE 40.00 X X 0 0 0 HENRY HEIER TRUSTEE 5.00 X 0 0 0 CHESTER CABIRAC TRUSTEE 5.00 X 0 0 0 MICHAEL EILERS ADMINISTRATIVE MANAGER 5.00 X 96257 0 14782 PATRICK GOOTEE TRUSTEE 5.00 X 0 0 0 96257 0 14782 0 0 0 0 0 EMPLOYERS' CONTRIBUTIONS 900099 9314332 9314332 PARTICIPANTS' CONTRIBUTIONS 900099 233174 233174 9547506 318907 318907 1454171 1502473 -48302 -48302 -48302 PRESCRIPTION DRUGS REBATES 900099 9499 9499 9499 9827610 9557005 0 270605 7219118 102963 218593 37193 52876 24986 83400 26707 19400 49087 103171 37844 3664 11885 MEDICAL MANAGEMENT AND 354424 MEDICAL CONSULTING FEES 139433 ADMINISTRATIVE SERVICES 122136 MISCELLANEOUS 15265 -454204 8167941 634174 474959 2337060 3423176 503811 399702 63505 67422 239703 213791 10287 25912 7323289 8326510 0 174920 10872126 12892601 41301 136703 98404 258806 139705 395509 X 0 0 0 0 10732421 12497092 10732421 12497092 10872126 12892601 1659669 105002 0 X X 0 1 X 1 0 17271 9270 8001 222432 204521 17911 25912 DUE TO RELATED ENTITIES 83451 OPERATING LEASE LIABILITY 175355 258806 X 9905905 105002 105002 9800903 26707 26707 9827610 8141234 0 8141234 26707 26707 8167941 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES REVIEW A COPY OF THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED WHICH, AT A MINIMUM, SHALL INCLUDE THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING, AND - WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER ITS PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS LOCAL 60 VACATION FUND 3515 I-10 SERVICE ROAD METAIRIE LA 70002 726024362 PROVIDE VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 501(C)(9) 0 PLUMBERS & STEAMFITTERS LOCAL 60 EDUCATION TRUST 3515 I-10 SERVICE ROAD METAIRIE LA 70002 720597728 OPERATION OF AN APPRENTICE TRAINING FACILITY LA 501(C)(5) 0 PLUMBERS & STEAMFITTERS LOCAL 60 PENSION FUND 3515 I-10 SERVICE ROAD METAIRIE LA 70002 726025640 PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 401(A) 0 PLUMBERS & STEAMFITTERS LOCAL 60 401(K) PLAN 3515 I-10 SERVICE ROAD METAIRIE LA 70002 721504171 PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 401(A) 0 PLUMBERS & STEAMFITTERS LOCAL 60 U A LOCAL 043 U A LOCAL 072 U A LOCAL 119 U A LOCAL 150 U A LOCAL 177 U A LOCAL 198 U A LOCAL 286 U A LOCAL 322 U A LOCAL 343 U A LOCAL 357 U A LOCAL 430 BENEFIT FUND U A LOCAL 464 U A LOCAL 553 U A LOCAL 572 U A LOCAL 597 U A LOCAL 760 U A LOCAL 074 U A LOCAL 125 U A LOCAL 131 U A LOCAL 290 U A LOCAL 421 U A LOCAL 562 U A LOCAL 614 A & A MECHANICAL ARC MECH CONTR ARIZ PIPE TRADES ASM GLOBAL BHI ENERGY BOH BROS CONSTR BREMERMANN MECH INC C & D PLUMBING AND MECHANICAL LLC CAMINITA PLUMBING LLC CARRIER BLD SVCS COPPERHEAD PLUMBING & REPAIRS DAY AND ZIMMERMAN DULUTH BLDG TRADES G H MECHANICAL AND SERVICES GALLO MECHANICAL LLC GOOTEE CONST INC IND MECH CONTR INC JAE'S PLUMBING & CONSTRUCTION LLC JAZZ CASINO JOHNSON CONTROLS LOU CON INC LUPARELLO LTD DBA ALL PLUMBING LYNCH'S CONST LLC MCKENDALL AC SVC MECHANICAL CONTRACTORS ASSOC MECHANICAL RESOURCE CONTRACTORS LLC MIINC LP NATIONAL ITC CORPORATION NEW MEXICO PIPE TRADES NW PLUMBING AND FITTING INDUSTRY PIPE INDUSTRY FUNDS PIPE TRADES N ROCKY PRECISE PLUMBING LLC S & S MECHANICAL LLC SIEMENS BLD TECH SOUTH CENTRAL PIPE TRADES ASSOC SUMMIT REFRIGERATION GROUP INC TEMPCON INC TEXAS PIPE TRADES TOWERS MECH CONTR TRAINA MECH INC VAL GLO CONSTRUCTION CO WESTINGHOUSE ELECTRIC WILLIAMS PLANT SERVICES LLC BARRISTER GLOBAL SERVICES NETWORK BGSN MECHANICAL BT UNITED PEN TRUST HENLEY CONSTRUCTION GROUP MEMPHIS CONSTR BENEFIT FUND NO CAL PIPE TRADES NOOTER CONSTRUCTION PIPE TRADES INDUST SO CALIF PIPE TRADE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND Q COST PLUMBERS AND STEAMFITTERS LOCAL 60 P COST