2025-11-14T18:08:44-06:00 2024-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2024-01-01 730742835 PIPELINE INDUSTRY BENEFIT FUND PIPE 9182804800 4845 SOUTH 83RD EAST AVE TULSA OK 741456909 RENEE VAUSE DIRECTOR 9182804800 2025-11-04 1 1 ETHAN A KENT CPA P01051867 8164721122 2025-11-04 2024 2025-03-06 01:10:19Z RENEE VAUSE PO BOX 470950 TULSA OK 74147 62224949 0 X WWW.PIBF.ORG X 1964 OK TO PROVIDE HEALTH AND DEATH BENEFITS COVERING ELIGIBLE PARTICIPANTS 6 6 30 6 0 0 0 0 61796847 55832282 2038206 2892067 600 600 63835653 58724949 0 0 39248435 40020899 3666640 3960847 0 0 0 -1040387 -1064074 41874688 42917672 21960965 15807277 83505583 99468631 1776793 704316 81728790 98764315 X TO PROVIDE HEALTH AND DEATH BENEFITS COVERING ELIGIBLE PARTICIPANTS OF THE PLAN AND FOR MOST OF THESE BENEFITS, THEIR DEPENDENTS. TO PROVIDE HEALTH BENEFITS TO ELIGIBLE DISABLED AND RETIRED PARTICIPANTS AND WIDOWED SPOUSES OF ELIGIBLE, DISABLED AND RETIRED PARTICIPANTS. 0 0 25290820 HEALTH AND ACCIDENT 4902455 HEALTH REIMBURSEMENT ARRANGEMENT (HRA) BENEFITS 1592526 COBRA CLAIMS 6208494 SENIOR HEALTH AND ACCIDENT 632543 WIDOWS HEALTH AND ACCIDENT 1003964 DENTAL 182133 VISION 140000 DEATH 67964 DISABILITY 8235098 40020899 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1211 0 1 30 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X RENEE VAUSE - DIRECTOR 9182804800 4845 SOUTH 83RD EAST AVE TULSA OK 741456974 X DANIEL HENDRIX TRUSTEE, CO-CHAIRMAN 0.10 X X 0 325432 165789 JUSTIN WALLACE TRUSTEE, SECRETARY 0.10 X X 0 334856 170246 KELLY OSBORN TRUSTEE, CO-CHAIRMAN 0.10 X X 0 0 0 RONNIE WISE TRUSTEE 0.10 X 0 0 0 ROBERT KIME TRUSTEE 0.10 X 0 0 0 BOBBY POTEETE TRUSTEE 0.10 X 0 0 0 RENEE VAUSE DIRECTOR 40.00 X 301860 0 74330 CHAD S WILLIAMS PENSIONS & CONTRIBUTIONS M 40.00 X 274574 0 72441 AMBER TROYER CONTROLLER 40.00 X 160151 0 65647 KIMBERLY BRASIOLA CLAIMS MANAGER 40.00 X 123946 0 62791 STEVE ROWDEN OPERATIONS MANAGER 40.00 X 130914 0 65214 991445 660288 676458 5 0 1 0 BRIDGEWAY BENEFIT TECHNOLOGIES LLC 3700 KOPPERS ST 400 BALTIMORE MD 21227 CONSULTING 207322 1 EMPLOYER CONTRIBUTIONS 525100 49444401 49444401 RETIREES SELF-PAY CONTRIBUTIONS 525100 3286329 3286329 REBATE INCOME 525100 2561087 2561087 COBRA CONTRIBUTIONS 525100 540465 540465 55832282 2892067 2892067 3500000 3500000 0 OTHER INCOME 900099 600 600 600 58724949 55832282 0 2892667 X 40020899 376190 1767254 881532 781455 154416 41033 33500 152265 48213 303157 49945 113779 72366 26307 SERVICE CONTRACTS & REN 357099 CLERICAL AND OTHER SERV 67195 REAL ESTATE AND OTHER T 24195 AFFORDABLE CARE ACT FEE 18818 -2371946 42917672 1010817 380007 43760028 37697191 4043689 4769130 15991 22245 7465 101208 3655753 2679162 1029654 976591 33598939 55502759 39000 19500 83505583 99468631 1776793 704316 1776793 704316 X 0 0 0 0 81728790 98764315 81728790 98764315 83505583 99468631 15807277 1228248 0 X X 0 1 X 0 0 40000 40000 1824250 1117389 706861 686400 569480 116920 859490 793041 66449 245613 199252 46361 976591 X 59953197 1228248 1228248 58724949 0 58724949 42917672 0 42917672 0 42917672 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X 0 0 0 JUSTIN WALLACE TRUSTEE, SECRETARY 0 334856 0 0 0 0 0 137513 0 32733 0 505102 0 0 DANIEL HENDRIX TRUSTEE, CO-CHAIRMAN 0 325432 0 0 0 0 0 133056 0 32733 0 491221 0 0 RENEE VAUSE DIRECTOR 232200 0 0 0 69660 0 43650 0 30680 0 376190 0 0 0 CHAD S WILLIAMS PENSIONS & CONTRIBUTIONS M 211211 0 0 0 63363 0 41761 0 30680 0 347015 0 0 0 AMBER TROYER CONTROLLER 135721 0 0 0 24430 0 34967 0 30680 0 225798 0 0 0 STEVE ROWDEN OPERATIONS MANAGER 130914 0 0 0 0 0 34534 0 30680 0 196128 0 0 0 KIMBERLY BRASIOLA CLAIMS MANAGER 103995 0 0 0 19951 0 32111 0 30680 0 186737 0 0 0 SCHEDULE J, PART II, COLUMN B (III) COMPENSATION INCLUDES CERTAIN PENSION DEFERRALS SCHEDULE J, PART II, COLUMN C & D FRINGES ARE IN ACCORDANCE WITH THE NATIONAL PIPE LINE AGREEMENT UNDER A PARTICIPATION AGREEMENT. SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 17700 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 2375 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 664 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 310 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 285 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 162 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 85 0 0 0 SUBSTANTIAL CONTRIBUTOR EMPLOYER CONTRIBUTOR EMPLOYER CONTRIBUTION UNPAID AT YEAR END X 664 0 0 0 22245 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION IS GOVERNED BY A BOARD OF TRUSTEES AND HAS NO COMMITTEES FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY THE CONTROLLER AND THE DIRECTOR, WHO COMPARE IT TO THE AUDITED FINANCIAL STATEMENTS AND PRIOR YEAR 990 IN ACCORDANCE WITH PART VI, SECTION B, LINE 11. THE BOARD OF TRUSTEES REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY VIOLATIONS WOULD BE REPORTED TO THE DIRECTOR OF THE ORGANIZATION AND IF NECESSARY, REPORTED TO THE BOARD OF TRUSTEES. APPROPRIATE ACTION, AT SUCH TIME, WOULD BE TAKEN. PROVISIONS ARE IN CONTRACTS WITH VENDORS THAT REQUIRE THEM TO DISCLOSE ANY CONFLICT OF INTEREST. IN ADDITION, FROM TIME TO TIME, LEGAL COUNSEL REVIEWS TRANSACTIONS FOR CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WAGES ARE BASED ON THE "UNITED ASSOCIATION JOURNEYMAN HOURLY WAGE RATES AND FRINGES" FOR OKLAHOMA. WAGES ARE ALSO COMPARED TO MARKET WAGES. ALL WAGES ARE THEN APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN D COMPENSATION INCLUDES CERTAIN PENSION DEFERRALS. FORM 990, PART VII, SECTION A, COLUMN F FRINGES ARE IN ACCORDANCE WITH THE NATIONAL PIPE LINE AGREEMENT UNDER A PARTICIPATION AGREEMENT. FORM 990, PART IX, LINE 24E ALL OTHER EXPENSES MAINTENANCE & REPAIRS 59,095 AUTO EXPENSES 7,202 EXPENSE ALLOCATION -2,459,184 MISCELLANEOUS 20,941 TOTAL -2,371,946 FORM 990, PART XII, LINE 2C: THE ORGANIZATION IS GOVERNED BY A BOARD OF TRUSTEES AND HAS NO COMMITTEES. THE BOARD OF TRUSTEES OVERSEES SELECTION OF AN INDEPENDENT ACCOUNTANT. CONSISTENT WITH PRIOR YEARS, THE CONTROLLER OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS WITH CLOSE PARTICIPATION OF THE DIRECTOR. 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