2025-07-14T14:11:45-05:00 2024-08-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-09-01 592314899 PLUMBERS & PIPEFITTERS LOCAL 123 APPRENTICESHIP TRAINING TRUST PLUM 9045380100 8657 BAYPINE ROAD BUIDLING 5 200 JACKSONVILLE FL 322568364 KARLA O'BERRY-BOATRIGHT TRUSTEE 8136360123 2025-07-14 1 0 EDISON S USCHOLD P01718620 3123680500 2025-07-14 2023 2025-03-06 01:10:19Z KARLA O'BERRY-BOATRIGHT 8657 BAYPINE ROAD BUIDLING 5 200 JACKSONVILLE FL 322568364 1027303 0 X N/A X 1966 FL APPRENTICE TRAINING 8 8 24 0 0 0 143625 166774 723491 848683 9811 10930 3305 916 880232 1027303 0 0 0 0 417584 568401 0 0 0 430995 443959 848579 1012360 31653 14943 802526 707141 105753 4742 696773 702399 APPRENTICE TRAINING 0 0 THE FUND PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND JOURNEYMAN AS PROVIDED BY THE COLLECTIVE BARGAINING AGREEMENT. 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS 9045380100 8657 BAYPINE RD BLDG 5 JACKSONVILLE FL 32256 X LEE MIDDLETON TRAINING COORDINATOR 40.00 0.00 X 100945 0 55814 MARK VIGGIANO TRUSTEE / ASST TRAINING COORDINATOR 35.00 4.00 X 9989 0 0 RICHARD CRANKER TRUSTEE 2.00 4.00 X 0 0 0 KARLA O'BERRY BOATRIGHT TRUSTEE 2.00 4.00 X 0 0 0 SALVADOR CORRAL TRUSTEE 2.00 0.00 X 0 0 0 CLIFFORD MAY TRUSTEE - PAST 2.00 4.00 X 0 0 0 DAVID BUSHEA TRUSTEE 2.00 4.00 X 0 0 0 CRAIG CALLEY TRUSTEE 2.00 4.00 X 0 0 0 JEROMY HARRIS TRUSTEE 2.00 4.00 X 0 0 0 PAUL MORSE TRUSTEE 2.00 4.00 X 0 0 0 ERIC ACKERMAN TRUSTEE - PAST 2.00 4.00 X 0 0 0 110934 0 55814 1 0 1 0 0 97782 68992 166774 EMPLOYER CONTRIBUTIONS 900099 843010 843010 TEXTBOOK, SUPPLIES AND 900099 5673 5673 848683 10930 10930 MISCELLANEOUS 900099 916 916 916 1027303 848683 0 11846 223950 258658 33561 19369 32863 12000 200 10272 34210 98782 49611 15268 16474 TRAINING EXPENSES 197412 ANCILLARY CONTRIBUTIONS 5622 BANQUET AND AWARDS 4108 1012360 178989 328648 498825 273456 95998 0 14998 0 447489 342452 13716 105037 802526 707141 101679 4074 4742 105753 4742 X 0 0 0 0 696773 702399 696773 702399 802526 707141 14943 -9317 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42046 42046 0 405443 300406 105037 105037 PAYROLL WITHHOLDINGS UNREMITTED 4742 4742 X 1027303 0 1027303 0 1027303 1012360 0 1012360 0 1012360 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. 0 0 0 LEE MIDDLETON TRAINING COORDINATOR 100945 0 0 0 0 0 42901 0 12913 0 156759 0 0 0 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 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 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 COORDINATOR'S SALARY AND FRINGE BENEFITS ARE INITIALLY PAID BY THE PLUMBERS & PIPEFITTERS LOCAL 123 UNDER A COMMON PAYMASTER AGREEMENT AND ARE REIMBURSED BY THE APPRENTICESHIP FUND ON A PERIODIC BASIS. THE TRAINING COORDINATOR'S FORM W-2 IS ISSUED BY THE PLUMBERS & PIPEFITTERS LOCAL 123. FORM 990, PART XI, LINE 8 AND PART XII, LINE 1: THE FUND CHANGED ITS BASIS OF ACCOUNTING FROM THE ACCRUAL BASIS OF ACCOUNTING TO THE MODIFIED CASH BASIS OF ACCOUNTING. PLUMBERS & PIPEFITTERS LOCAL 123 WELFARE FUND 8657 BAYPINE ROAD JACKSONVILLE FL 32256 596134275 PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS FL 501(C)(9) N/A 0 PLUMBERS & PIPEFITTERS LOCAL 123 PENSION FUND 8657 BAYPINE ROAD JACKSONVILLE FL 32256 596164124 PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS FL 401(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0