2024-04-10T13:02:46-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2022-07-01 310619689 PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND PLUM 9374615652 1200 E SECOND STREET DAYTON OH 454031049 MEL COX PLAN ADMINISTRATOR 9374615652 2024-04-10 1 MEL COX 999009999 1 NATOSHA CARR P01225377 9372260070 2024-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEL COX 1200 E SECOND STREET DAYTON OH 454031049 10508843 0 X N/A X 1961 OH TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. 7 7 0 0 172696 0 0 0 8731299 9835328 161109 124757 1757 819 8894165 9960904 0 0 7810773 8667776 0 0 0 0 0 365876 236973 8176649 8904749 717516 1056155 7536248 8787779 0 1949 7536248 8785830 TO PROVIDE HEALTH AND PRESCRIPTION DRUG BENEFITS TO COVERED MEMBERS, RETIREES AND DEPENDENTS. 0 0 PROVIDE SELF FUNDED HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND RETIREES OF PLUMBERS AND PIPEFITTERS' LOCAL 162. 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X HEALTHSCOPE BENEFITS 9374615652 1200 E SECOND STREET DAYTON OH 454031049 X AUGUST KURTZ UNION TRUSTEE 0.50 X 0 0 0 DAVE SEUBERT UNION TRUSTEE 0.50 X 0 0 0 MARK TERRILL UNION TRUSTEE 0.50 X 0 0 0 SARAH BROGAN CONTRACTOR TRUSTEE 0.50 X 0 0 0 GREG HOBBS CONTRACTOR TRUSTEE 0.50 X 0 0 0 DOUG MAYSE CONTRACTOR TRUSTEE 0.50 X 0 0 0 BOB POPE ALTERNATE TRUSTEE CONTRACTOR TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 9567658 9567658 EMPLOYEE CONTRIBUTIONS 525100 267670 267670 9835328 172696 172696 500000 547939 -47939 -47939 -47939 SETTLEMENT INCOME 525100 819 819 819 9960904 9836147 172696 -47939 8667776 65039 35807 18871 21284 54144 253 3457 212 32068 BANK SERVICE CHARGES 2525 POSTAGE AND PRINTING 2337 DUES AND SUBSCRIPTIONS 976 8904749 1344291 1355695 1443 6190370 7427160 1587 3481 7536248 8787779 1949 0 1949 X 0 0 0 0 7536248 8785830 7536248 8785830 7536248 8787779 1056155 193427 0 X X 0 1 X 1 0 0 10133047 193427 193427 9939620 21284 21284 9960904 8883465 0 8883465 21284 21284 8904749 FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR AND/OR DESIGNATED REPRESENTATIVE OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF FORM 990 BY THE ADMINISTRATOR TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETAILED IN PROHIBITED TRANSACTION REGULATIONS UNDER ERISA. IN ADDITION, A POLICY SPECIFICALLY DRAFTED FOR THE PLAN IS IN PLACE. THE PLAN'S LEGAL COUNSEL CONTINUALLY MONITORS THE PLAN AND ITS TRUSTEES FOR POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEES EVALUATE AND ADJUST THE COMPENSATION OF THE ADMINISTRATIVE MANAGER AND OTHER STAFF UTILIZING LOCAL MARKET KNOWLEDGE AND EVALUATION OF JOB PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S FORM 990 IS AVAILABLE TO THE PUBLIC THROUGH VARIOUS WEBSITES SUCH AS GUIDESTAR AND THE FORM 5500 IS AVAILABLE TO THE PUBLIC THROUGH FREE ERISA AND THE DOL'S WEBSITE. THE PLAN WOULD ALSO PROVIDE SUCH INFORMATION RETURNS UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC. FORM 990, PART XII, LINE 1 MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. PLUMBERS' & PIPEFITTERS' LOCAL 162 PENSION PLAN 1200 E SECOND STREET DAYTON OH 45403 316125999 PENSION PLAN OH 501C N/A 0 PLUMBERS' & PIPEFITTERS' LOCAL 162 RETIREMENT SAVINGS PLAN 1200 E SECOND STREET DAYTON OH 45403 311387429 RETIREMENT SAVINGS PLAN OH 501C N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0