2024-05-02T12:38:16-05:00 2023-07-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-08-01 596227992 PLUMBERS AND PIPEFITTERS LU 803 JOINT APPRENTICE TRAINING PLUM 9045380100 8657 BAYPINE ROAD BUILDING 5 200 JACKSONVILLE FL 322568364 WILLIE C GREGORY TRUSTEE 9045380100 2024-05-02 1 WILLIE GREGORY 999009999 0 GREG WALLENBECKER P01451145 3123680500 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIE C GREGORY 8657 BAYPINE ROAD BUILDING 5 200 JACKSONVILLE FL 322568364 546251 0 X N/A X 1969 FL APPRENTICE TRAINING 6 6 20 0 0 0 0 0 556394 512122 19637 32569 3657 1560 579688 546251 0 0 0 0 246598 263010 0 0 0 283037 303033 529635 566043 50053 -19792 1178664 1158095 1925 1148 1176739 1156947 APPRENTICE TRAINING 0 0 THE FUND PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND JOURNEYMAN AS PROVIDED BY THE COLLECTIVE BARGAINING AGREEMENT. 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 20 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 X NATIONAL EMPLOYEE BENEFITS ADMINIST 9045380100 8657 BAYPINE ROAD BUILDING 5 SUITE JACKSONVILLE FL 32256 X WILLIE C GREGORY TRUSTEE 1.00 X 0 0 0 VINCE HEMPHILL TRUSTEE 1.00 X 0 0 0 CHARLES NEWARK TRUSTEE 1.00 X 0 0 0 CHRIS SIMMONS TRUSTEE 1.00 X 0 0 0 STEVE PATIRY TRUSTEE 1.00 X 0 0 0 JIMMY POFF TRUSTEE 1.00 X 0 0 0 BRANDON THOMAS TRAINING DIRECTOR 40.00 X 50764 0 52372 50764 0 52372 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 512122 512122 512122 32569 32569 MISCELLANEOUS 900099 1560 1560 1560 546251 512122 0 34129 102535 123139 8594 15158 13584 12000 11516 4359 74 13765 111511 3543 27849 31412 9432 TRAINING MATERIALS 55460 BANQUET & AWARDS EXPENS 17280 OUTSIDE CERTIFICATION & 3030 ANCILLARY CONTRIBUTIONS 1802 566043 144065 121703 52572 56753 552793 403805 175405 148988 806622 830651 1178664 1158095 1925 1148 1925 1148 X 0 0 0 0 1176739 1156947 1176739 1156947 1178664 1158095 -19792 0 X 0 1 X 1 0 324357 270431 53926 228436 133374 95062 148988 PAYROLL WITHHOLDINGS UNREMITTED 1148 1148 X 546251 0 546251 0 546251 566043 0 566043 0 566043 PART X, LINE 2: THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE TRAINING DIRECTOR IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, COLUMNS D AND F AND LINE 5 THE TRAINING DIRECTOR'S SALARY AND FRINGE BENEFITS ARE INITIALLY PAID BY THE PLUMBERS AFL-CIO LOCAL UNION 803 UNDER A COMMON PAYMASTER AGREEMENT AND ARE REIMBURSED BY THE APPRENTICESHIP FUND ON A PERIODIC BASIS. THE TRAINING DIRECTOR'S FORM W-2 IS ISSUED BY PLUMBERS AND PIPEFITTERS LOCAL UNION 803.