2024-10-16T09:57:07-05:00 2023-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 77056 990 2023-01-01 746063911 PIPE FITTERS LOCAL UNION #211 WELFARE TRUST FUND PIPE 7136439300 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 Bryan Edwards Trustee 7136439300 2024-10-16 1 0 Kevin E Bienvenu CPA P00079403 7136222310 2023 2024-10-15 13:58:12Z Bryan Edwards 8441 Gulf Freeway Suite 304 Houston TX 77017 34948224 0 X N/A X 1964 TX Provision of health benefits for its members and their dependents. 8 8 2 0 0 0 0 0 24697087 24141621 -247983 1823947 1243361 1197588 25692465 27163156 0 0 15584222 16048186 299421 331192 0 0 0 2161349 2230947 18044992 18610325 7647473 8552831 36654702 45168969 13047810 13009246 23606892 32159723 PROVISION OF HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 17955871 27163156 PROVISION OF HEALTH BENEFITS TO QUALIFIED EMPLOYEES AND DEPENDENTS. 17955871 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 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BENEFIT RESOURCES INC 7136439300 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 X BRYAN EDWARDS TRUSTEE 0.00 X 0 0 0 Tony McCorvey TRUSTEE 0.00 X 0 0 0 KENNETH WAYBRIGHT TRUSTEE 0.00 X 0 0 0 Doug Gregory TRUSTEE 0.00 X 0 0 0 MARK LETSOS TRUSTEE 0.00 X 0 0 0 RICK BEELER TRUSTEE 0.00 X 0 0 0 Octavio Rojas TRUSTEE 0.00 X 0 0 0 Jeff Broussard TRUSTEE 0.00 X 0 0 0 Randy Beal COORDINATOR 40.00 X 0 0 0 0 0 0 0 0 0 0 BENEFIT RESOURCES 8441 Gulf Freeway Suite 304 HOUSTON TX 77017 ADMINISTRATION 258516 1 EMPLOYER CONTRIBUTIONS 900001 23993331 23993331 PARTICIPANT CONTRIBUTIONS 900001 148290 148290 24141621 1727634 1727634 7881381 7785068 96313 96313 96313 DEPPRECIATION OF INVESTMENT 900001 763412 763412 REINSURANCE 900001 230304 230304 Liability Estimates 900001 203872 203872 1197588 27163156 25339209 0 1823947 16048186 16048186 146375 146375 58203 58203 108367 108367 18247 18247 258516 258516 79376 79376 157200 157200 101159 101159 30433 30433 31789 31789 1554 1554 771 771 24069 24069 INSURANCE PREMIUM 1436598 1436598 CONSULTING FEE 59829 59829 OTHER 49653 49653 18610325 17955871 654454 0 5165829 7078858 2056419 2390553 83380 74109 10042 9271 29422412 35690287 36654702 45168969 1019568 1184876 12028242 11824370 13047810 13009246 X 0 0 0 0 23606892 32159723 23606892 32159723 36654702 45168969 8552831 0 X X 0 1 X 1 0 500 500 69227 60456 8771 13653 13653 0 9271 CLAIMS LIAB. EST. 2392000 HOUR BANK LIABILITY 7300000 POST RETIREMENT BENEFITS 2132370 11824370 X 27163156 0 27163156 0 27163156 18610325 0 18610325 0 18610325 Part X, Line 2: During 2023 there were no unrelated business activities; thus, no provision has been made for income taxes. As of December 31, 2023, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the period ended December 31, 2020 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenues and expenses and changes in net assets - modified cash basis. SCHEDULE D PART X THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2023 THERE WERE NO UNRELATED BUSINESS ACTIVITIES; THUS, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FUND BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FUND WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2023, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITIATIONS ARE FROM THE YEAR 2019 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN BENEFIT OBLIGATIONS. Form 990, Part VI, Section B, line 11b REVIEWED AND APPROVED TRUSTEES PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD OF TRUSTEES AND ENFORCED AT THE BOARD MEETING. Form 990, Part VI, Section B, line 15 FUND COORDINATOR COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. COMPENSATION TIED TO WAGE PACKAGE IN WRITTEN COLLECTIVE BARGAINING CONTRACT. Form 990, Part VI, Section C, line 18 FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME. Form 990, Part VI, Section C, line 19 FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME. Form 990, Part XII, Line 2c No changes to the oversight process for the organization's financial statements or selection of independent accountant.