2024-11-11T18:06:05-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 530190932 PLUMBERS AND PIPEFITTERS MEDICAL FUND C/O CARDAY ASSOCIATES PLUM 4108729500 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 TERRIEA SMALLS TRUSTEE 4108729500 2024-11-04 1 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2024-11-11 X 2023 2024-10-15 13:58:12Z TERRIEA SMALLS 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 37384202 0 X N/A X 1949 MD TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT 6 0 0 0 0 0 0 0 20541461 21181971 797017 781994 3644895 3230560 24983373 25194525 0 0 22651912 23113279 0 0 0 0 0 1357048 1302191 24008960 24415470 974413 779055 46751366 52610890 280814 1883206 46470552 50727684 TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF PLUMBERS & PIPEFITTERS LOCAL UNION NO. 5. 0 0 HEALTH CARE, VISION, PRESCRIPTION DRUGS, DISABILITY AND DEATH BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT FOR MEMBERS OF PLUMBERS & PIPEFITTERS L.U. NO. 5 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 4 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BENESYS INC 4108729500 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 WALTER HARRIGAN UNION TRUSTEE 2.00 X 0 0 0 ANNE FINERFROCK EMPLOYER TRUSTEE 2.00 X 0 0 0 ANDREW TOMLINSON EMPLOYER TRUSTEE 2.00 X 0 0 0 RUDY FORD EMPLOYER TRUSTEE 2.00 X 0 0 0 TERRIEA SMALLS UNION TRUSTEE 2.00 X 0 152378 84512 MICHAEL CANALES UNION TRUSTEE 2.00 X 0 143190 81480 0 295568 165992 0 0 1 0 CARDAY ASSOCIATES 7130 COLUMBIA GATEWAY DRIVE COLUMBIA MD 21046 TPA 489741 O'DONOGHUE & O'DONOGHUE 5301 WISCONSIN AVENUE WASHINGTON DC 20015 ATTORNEY 126668 2 EMPLOYER CONTRIBUTIONS 525100 20005957 20005957 PARTICIPANT CONTRIBUTIO 525100 1176014 1176014 21181971 945451 945451 12026220 12189677 -163457 -163457 -163457 PRESCRIPTION REBATES 525100 3222131 3222131 CLASS ACTION PROCEEDS 900099 8429 8429 3230560 25194525 24412531 0 781994 23113279 489741 102496 27272 355635 52636 14854 1268 8804 38265 WELLNESS CENTER 169990 SALARY REIMBURSEMENT 32428 PCORI 8802 24415470 2263713 2034756 42029 29633 476598 113645 10942 362953 26319663 28197641 17065822 20394077 1049197 1591830 46751366 52610890 194562 796853 86252 1086353 280814 1883206 X 46470552 50727684 0 0 0 0 46470552 50727684 46751366 52610890 779055 3547927 -69850 0 X X 0 1 X 1 0 67834 67834 0 47949 45811 2138 360815 360815 362953 COMMON COLLECTIVE TRUSTS 20394077 F 20394077 LEASE LIABILITY 1086353 1086353 X 28672602 3547927 3547927 25124675 69850 69850 25194525 24415470 0 24415470 0 24415470 PART X, LINE 2: 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 TERRIEA SMALLS UNION TRUSTEE 0 152378 0 0 0 0 0 0 0 84512 0 236890 0 0 MICHAEL CANALES UNION TRUSTEE 0 143190 0 0 0 0 0 0 0 81480 0 224670 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE FUND'S ADMINISTRATOR TO DISTRIBUTE TO THE FUND'S BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENT FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS AND GASFITTERS RETIREMENT SAVINGS FUND 5891 ALLENTOWN ROAD CAMP SPRINGS MD 20746 522124369 ANNUITY FUND MD 401(A) 0 PLUMBERS LOCAL UNION #5 5891 ALLENTOWN ROAD CAMP SPRINGS MD 20746 530067475 LABOR UNION MD 501(C) 0 CONCRETE VISIONS LLC DC MECHANICAL LLC G&M SERVICES LLC LIMBACH COMPANY LLC JOHN JOSEPH CONTRACTING LLC ALL MECHANICAL & PLUMBING LLC H&D MECHANICAL LLC SYSTEMS 3 SERVICE LLC TITAN CONSTRUCTION LLC ADJ SHEET METAL INC BERNWARD MECHANICAL & CONSTRUCTION CAPITAL BRAND GROUP LLC ENGINUITY LLC HERITAGE MECHANICAL LLC PERFORMANCE MECHANICAL LLC MECCO LLC EXCEL MECHANICAL CONTRACTORS LLC AL GLEESON ELECTRICAL AMERICAN COMBUSTION AMERICAN MECHANICAL BPI MECHANICAL CONTRACTORS BECK PLUMBING INC BOWERS INC WE CRW MECHANICAL INC CAPITAL COMPRESSOR INC COMBUSTIONEER CONSTRUCTION CONCRETE TECHNOLOGY DOMINION MECHANICAL DOT DIAMOND CORE FIRST CALL PLUMBING FOLEY PLUMBINGINC GAGHAN MECHANICAL INC GEORGE & COMPANY GRIMBERG CO INC HASCON MECHANICAL SERVICES HEFFRON COMPANY INC HONEYWELL INC JPG PLUMBING SERVICES JONES & WOOD INC KENT ISLAND MECHANICAL KIRLIN MID ATLANTIC LE DIGGS PLUMBING & HEATING MAC MECHANICAL INC JAMES MADDEN INC MD STATE PIPE TRADES MID-ATLANTIC CONSTRUCTION NORAIR ENGINEERING PARAMOUNT MECHANICAL POOLE & KENT CORPORATION POOLE MECHANICAL POWERMAX INC PRO AIR INC R&R MECHANICAL CONTRACTORS RSC ELEC & MECH CONTRACTORS SAIA PLUMBING & HEATING SERVICE MECHANICAL SOUTHLAND INDUSTRIES SPEARS MECHANICAL CONTRACTORS THE SERVERN GROUP INC WL GARY COMPANY INC WG TOMKO INC WHS PLUMBING & HTG WASHINGTON REFRIGERATION WELCH & RUSHE INC API CONCRETE CORE DRILLING DENVER-ELEK INC HARRIS MID-ATLANTIC INC KIRLIN DESIGN BUILD M&M WELDING & FABRICATORS MAGA MECHANICAL CONTRACTORS INC GENERAL & MECHANICAL SERV DMV PLUMBING & MECH CONTRACTOR HOT AND COLD CORPORATION JJ WHITE INC AUGUST WINTER & SONS INC JF FISCHER INC PROGRESSIVE MECHANICAL INC MADDEN PLUMBING & HVAC INC CALVERT CONTROLS INC DAY & ZIMMERMAN NPS INC JORDAN MECHANICAL SERVICES INC ROMAN MECHANICAL INC ARIZON PIPE TRADES CHEROENHAKA NOTOWAY ENTERPRISE LOCAL 9 MCCLOSKEY MECHANICAL CONTRACTORS N ROCK MTN AREA PIPETRADES PREFERRED MECHANICAL SOLUTIONS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0