2024-03-14T16:29:03-05:00 2023-04-30 221750854 I E Shaffer & Co 830 Bear Tavern Road West Trenton NJ 08628 990 2022-05-01 226044230 PLUMBERS LOCAL 24 WELFARE FUND PLUM 9735217058 20 FAIRFIELD PLACE WEST CALDWELL NJ 07006 JONATHAN D LEVINE ADMINISTRATOR 6098836688 2024-03-14 1 JONATHAN LEVINE 999009999 1 P01068910 6097181323 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JONATHAN D LEVINE 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 31602160 0 X N/A X 1963 NJ PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS 9 9 0 0 0 0 0 0 18680505 19048932 1078746 880120 108608 468409 19867859 20397461 0 0 19826933 18884056 0 0 0 0 0 715584 800077 20542517 19684133 -674658 713328 38035029 39373074 3306723 4202882 34728306 35170192 PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 18884056 20397461 PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS 18884056 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X IE SHAFFER & CO 6097181323 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 ROSHAN WHITE TRUSTEE 1.00 40.00 X 0 174450 116392 KERMIT HARTMAN TRUSTEE 1.00 40.00 X 0 171388 115352 PHILLIP PETILLO TRUSTEE 1.00 X 0 0 0 CHADRICK GARRIS TRUSTEE 1.00 40.00 X 0 170605 115352 SALVATORE FISCHERA TRUSTEE 1.00 X 0 0 0 PATRICK KELLEHER TRUSTEE 1.00 40.00 X 0 169886 115352 SALVALTORE SIMONETTI TRUSTEE 1.00 40.00 X 0 171993 115872 ROBERT ARMISTEAD TRUSTEE 1.00 X 0 0 0 CHRISTOPHER H SNYDER TRUSTEE 1.00 X 0 0 0 0 858322 578320 0 0 1 0 Horizon Healthcare Services Inc 3 Penn Plaza East PP-04V Newark NJ 07105 Claims Processing 337596 IE Shaffer & Co 830 Bear Tavern Rd PO Box 1028 West Trenton NJ 08628 Third Party Administrator 325329 Capital RX Inc 228 Park Avenue South Suite 87234 New York NY 10003 Pharmacy Benefits Management 152245 3 EMPLOYER CONTRIBUTIONS 230000 17881114 17881114 RETIREE CONTRIBUTIONS 230000 606705 606705 STOP LOSS REIMBURSEMEN 230000 364679 364679 COBRA CONTRIBUTIONS 230000 196434 196434 19048932 764207 764207 11320612 11204699 115913 115913 115913 Prescription Rebates 230000 275130 275130 193279 193279 468409 20397461 20397461 0 0 18884056 18884056 325329 325329 49825 49825 43837 43837 44445 44445 38338 38338 37676 37676 6474 6474 11026 11026 8283 8283 HRA EXPENSE ALLOCATION 188259 188259 ALLOCATED ADMINISTRATIV 37021 37021 PCORI FEE 5484 5484 INVESTMENT CONSULTING 4080 4080 19684133 18884056 800077 0 1655221 2577724 1124190 1594220 1779694 2311516 55641 55641 0 0 23000455 24609893 10144888 7869781 330581 409940 38035029 39373074 312857 1362502 2993866 2840380 3306723 4202882 X 34728306 35170192 0 0 0 0 34728306 35170192 38035029 39373074 713328 -271442 0 X 0 1 X 0 0 50863 50863 0 4778 4778 0 0 PRUDENTIAL FIXED RATE FUND 6247879 F MFB NTGI EAFE INDEX FUND-NONLENDING 1621902 F 7869781 CURRENT BENEFITS PAYABLE 2840380 2840380 X 20089714 -271442 -271442 20361156 36305 36305 20397461 19801314 0 19801314 36305 -153486 -117181 19684133 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 tax liability if the plan 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. Part XII, Line 4b - Other Adjustments: DECREASE IN ACCRUED BENEFITS PAYABLE PART XII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN ACCRUED BENEFITS PAYABLE 0 0 0 ROSHAN WHITE TRUSTEE 0 172975 0 0 0 1475 0 0 0 116392 0 290842 0 0 SALVALTORE SIMONETTI TRUSTEE 0 170505 0 0 0 1488 0 0 0 115872 0 287865 0 0 KERMIT HARTMAN TRUSTEE 0 168035 0 0 0 3353 0 0 0 115352 0 286740 0 0 CHADRICK GARRIS TRUSTEE 0 168035 0 0 0 2570 0 0 0 115352 0 285957 0 0 PATRICK KELLEHER TRUSTEE 0 168035 0 0 0 1851 0 0 0 115352 0 285238 0 0 Form 990, Part VI, Section A, line 2 ROSHAN WHITE, PATRICK KELLEHER, SALVATORE SIMONETTI, KERMIT HARTMAN, AND CHADRICK GARRIS, ARE EMPLOYEES AND OFFICERS OF PLUMBERS LOCAL UNION 24 Form 990, Part VI, Section A, line 7a UNION TRUSTEES ARE APPOINTED BY PLUMBERS LOCAL UNION 24 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF NEW JERSEY, INC. WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION Form 990, Part VI, Section A, line 8b NO SUCH COMMITTEES EXIST Form 990, Part VI, Section B, line 11b A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN PLUMBERS LOCAL UNION NO 24 20 FAIRFIELD PLACE WEST CALDWELL NJ 07006 264708098 AFFILIATED LOCAL UNION 501(c)(5) N/A 0 PLUMBERS LOCAL UNION NO 24 ANNUITY 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 222372054 AFFILIATED ANNUITY FUND 501(a) N/A 0 PLUMBERS LOCAL UNION NO 24 PENSION 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 226042823 AFFILIATED PENSION FUND 501 N/A 0 PLUMBERS LOCAL UNION NO 24 EDUCATION FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 226093367 AFFILIATED EDUCATION FUND 501(c)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 PLUMBERS LOCAL UNION NO 24 EDUCATION FUND K 6474 CASH TRANSACTIONS PLUMBERS LOCAL UNION NO 24 PENSION FUND P 37021 CASH TRANSACTIONS PLUMBERS LOCAL UNION NO 24 P 1928 CASH TRANSACTIONS