2025-12-08T10:04:54-06:00 2025-03-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2024-04-01 362510895 PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND PLUM 3097884569 1903 52nd ave moline IL 61265 mike wilcher fund administrator 3097884569 2025-12-08 1 1 COREY BILKEY P00499751 3126550037 2024 2025-03-06 01:10:19Z tiffany dzekunskas 1903 52nd ave moline IL 61265 36976820 0 X N/A X 1963 IL HEALTH & WELFARE BENEFITS 10 6 14 0 0 0 0 0 18066794 19884076 3203403 2700328 -3303 76496 21266894 22660900 0 0 21960471 23046689 0 0 0 0 0 1047671 1026688 23008142 24073377 -1741248 -1412477 46044421 44994474 23549058 24719999 22495363 20274475 HEALTH & WELFARE BENEFITS 0 0 to provide medical, dental, vision, life and loss of time benefits to eligible participants and their dependants 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 7 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X tiffany dzekunskas 3097884569 1903 52nd ave moline IL 61265 BRIAN BENBOW TRUSTEE 3.00 X 0 0 0 GREG A DESMET former trustee 3.00 X 0 0 0 BARRON SEXSON TRUSTEE 3.00 X 0 0 0 RICK LUNDVALL TRUSTEE 3.00 X 0 0 0 W THOMAS MCCUNE TRUSTEE 3.00 X 0 0 0 ANDY JONES TRUSTEE 3.00 3.00 X 0 1082 0 WILLIAM M ALLISON former trustee 3.00 40.00 X 0 2110 0 MATT LIENEN TRUSTEE 3.00 40.00 X 0 146741 84125 MATT JOHNSON TRUSTEE 3.00 X 0 0 0 CHUCK MCKNIGHT TRUSTEE 3.00 40.00 X 0 125284 47847 jim maynard TRUSTEE 3.00 X 0 0 0 jacob abrahamson TRUSTEE 3.00 3.00 X 0 1082 0 0 276299 131972 0 0 1 0 everside clinic 39595 w 10 mile rd suite 101 novi MI 48375 wellness centers administration 685839 plumbers and pipefitters local 25 fringe 1903 52nd ave moline IL 61265 fund administration 461244 midwest assoc health & welfare funds ll 3910 Lillie ave Davenport IA 52806 claims payment administration 244636 Blue Cross Blue Shield of Illinois 300 East Randolph Street Chicago IL 60601 claims payment administration 141228 4 EMPLOYER CONTRIBUTIONS 900099 17834058 17834058 EMPLOYEE CONTRIBUTIONS 900099 2050018 2050018 19884076 1312276 1312276 107539 97421 10118 10118 10118 15606551 14218499 1388052 1388052 1388052 Refund of PCORI fees 900099 66378 66378 66378 22660900 19950454 0 2710446 23046689 694718 18321 21115 63447 176471 18004 7593 4016 23003 24073377 0 8098402 6452626 1770342 1670428 170170 170076 2918912 212900 2675403 2706012 33330104 33995332 46044421 44994474 63145 85641 23485913 24634358 23549058 24719999 X 0 0 0 0 22495363 20274475 22495363 20274475 46044421 44994474 -1412477 -808411 0 X X 0 1 X 1 0 2697606 2697606 221306 212900 8406 2706012 RESERVE FOR ESTIMATED FUTURE BENEFIT 23114465 RESERVE FOR UNREPORTED CLAIMS 843061 RESERVE FOR HEALTH CLAIMS PAYABLE 676832 24634358 X 21722664 -808411 -808411 22531075 63447 66378 129825 22660900 22795107 -66378 -66378 22861485 63447 1148445 1211892 24073377 Part X, Line 2: AS OF MARCH 31, 2025, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MARCH 31, 2025, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MARCH 31, 2024. Part XI, Line 4b - Other Adjustments: refund of pcori fees 66,378. Part XII, Line 2d - Other Adjustments: refund of pcori fees -66,378. Part XII, Line 4b - Other Adjustments: INCREASE (DECREASE) IN HEALTH CLAIMS PAYABLE 74,123. INCREASE (DECREASE) IN CLAIMS INCURRED BUT NOT REPORTED -402,912. INCREASE (DECREASE) IN ACCUMULATED DOLLARS IN MEMBERS ACCOUNTS 1,477,234. 0 0 0 MATT LIENEN TRUSTEE 0 146165 0 0 0 576 0 67821 0 16304 0 230866 0 0 CHUCK MCKNIGHT TRUSTEE 0 125284 0 0 0 0 0 31276 0 16571 0 173131 0 0 Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the trustees & plan administrator with CPA prior to filing. Form 990, Part VI, Section B, line 12c The Board of Trustees monitor potential conflicts of interest at quarterly Board meetings. THE ADMINISTRATIVE MANAGER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. Form 990, Part VI, Section C, line 19 A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. Form 990, Part XII, line 2c: The process has not changed from the prior year. plumbers and pipefitters local 25 fringe benefits llc 1903 52nd ave moline IL 61265 822768063 provides adminstration services for local 25 fringe benefit funds IL UNITED ASSN OF JOURNEYMEN & APPRENT OF THE PLUMBERS & PIPEFITTING LOCAL 25 4600 46TH STREET ROCK ISLAND IL 61201 361886715 LABOR UNION IL 501(c)(5) 0 PLUMBERS & PIPEFITTERS JOINT APPRENTICESHIP COMMITTEE NO 25 4612 46TH STREET ROCK ISLAND IL 61201 366456656 TRAINING FUND IL 501(c)(5) 0 PLUMBERS & PIPEFITTERS LOCAL #25 401K PLAN 4600 46TH STREET ROCK ISLAND IL 61201 421444511 401K PLAN IL 401 (k) 0 PLUMBERS & PIPEFITTERS LOCAL NO 25 PENSION FUND 4600 46TH STREET ROCK ISLAND IL 61201 366129958 PENSION FUND IL 401(b) 0 midwest assoc of health and welfare funds llc 200489036 claims payment administrator IL N/A related -7080 15538 0 0 0.55000 Aaa Mechanical ContractorsInc Aero Plumbing & Heating All Temp Refrigeration Allied Power Llc Amp Mechanical Services Atlantic Plant Maintenance Benbow JP P & H CO Inc Bhi Specialty Services Blm Properties Blondell Plumbing Service Inc Brady JL Company Brecke BG Ceroni Piping Company CfmVr Tesco Llc Climate Pros Llc Commercial Mechanical Inc Corval Constructors Inc Crawford Htg & Cooling COInc D&h Refrigeration Inc Dillon J C Inc Dooley Bros Plmb & Htg Inc Dries Bros Plmg CO Dualtemp Of Illinois Element Plumbing Llc Erickson Plumbing & Htg Ewert Frank Millard & CO Inc GA Rich & Sons Inc Great Lakes Mechanical Hayes Mechanical Inc Henson Robinson Company Hirst Plumbing & Mechanical Services Inc Honeywell Incorporated Hussmann Corporation Infrasource ConstructionLlc Intren Inc Johnson Controls (moline) KS Energy Services Inc Loescher Heating & AC Marick Inc MeadeContracting & Materials Mechanical Contractors Association Mechanical Serv Galesburg Mechanical Inc Freeport Michels Utilities Services Inc Midwest Asso Of H&w Funds Miller Pipeline Corp Modern Piping Inc MO-St Mechanical Myers Plmg & Htg Inc Nooter Construction Northwest Mechanical Inc Petersen Plumb & Htg CO Pipco CO Ltd Pneumatic Systems Plus LLC Portzen Construction Pruitt CO E L Q3 Contracting Rachke Piping & Mechanical Ragan Mechanical Inc Raider Mechanical Ryan & Associates Inc Schebler Company Schmitt Plumbing Company Seither & Cherry- Keokuk Sparrow Plmg & Heating Stainless Specialists Inc Tappendorf Plmg & Heating Tmi Home Warranty Llc Tobin Brothers Total Maintenance Inc Triton Testing & Design Utilitra Llc Voss Bros Plmg & Htg Waldinger Corp Wand EA Warner Mechanical Llc Weitz Industrial Llc Winger Contracting CO Acri Plumbing Llc Advantage Point Group Inc Alvarado Plumbing Inc Arch Hydro Inc Baker Group Boldt Company Depue Mechanical Inc Eci Contracting Grunder Renovations Hurckman Mechanical Industries Inc L & L Mechanical Contrs McClintock Plumbing Inc Meister Plumbing Inc Murphy Company O'Brien Bros Inc Petersburg Plumbing & Excavating Llc 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0