2025-10-13T11:53:16-05:00 2024-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 77056 990 2024-01-01 746063911 PIPE FITTERS LOCAL UNION #211 WELFARE TRUST FUND PIPE 7136439300 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 Bryan Edwards Trustee 7136439300 2025-10-13 1 0 Kevin E Bienvenu CPA P00079403 7136222310 2024 2025-03-06 01:10:19Z Bryan Edwards 8441 Gulf Freeway Suite 304 Houston TX 77017 33931959 0 X N/A X 1964 TX Provision of health benefits for its members and their dependents. 8 8 2 0 0 0 0 0 24141621 30204703 1823947 1965585 1197588 1761671 27163156 33931959 0 0 16048186 19372362 331192 334530 0 0 0 2230947 4115201 18610325 23822093 8552831 10109866 45168969 56606166 13009246 14336577 32159723 42269589 PROVISION OF HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 23016646 33931959 PROVISION OF HEALTH BENEFITS TO QUALIFIED EMPLOYEES AND DEPENDENTS. 23016646 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 0 0 0 0 1 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BENEFIT RESOURCES INC 7136439300 8441 GULF FREEWAY SUITE 304 HOUSTON TX 77017 BRYAN EDWARDS TRUSTEE 0.00 X 0 0 0 TONY MCCORVEY TRUSTEE 0.00 X 0 0 0 KENNETH WAYBRIGHT TRUSTEE 0.00 X 0 0 0 DOUG GREGORY TRUSTEE 0.00 X 0 0 0 MARK LETSOS TRUSTEE 0.00 X 0 0 0 RICK BEELER TRUSTEE 0.00 X 0 0 0 OCTAVIO ROJAS TRUSTEE 0.00 X 0 0 0 JEFF BROUSSADR TRUSTEE 0.00 X 0 0 0 RANDY BEAL COORDINATOR 40.00 X 155959 0 0 155959 0 0 1 0 1 0 BENEFIT RESOURCES 8441 Gulf Freeway Suite 304 HOUSTON TX 77017 ADMINISTRATION 267210 1 EMPLOYER CONTRIBUTIONS 900001 30144220 30144220 PARTICIPANT CONTRIBUTIONS 900001 60483 60483 30204703 1965585 1965585 REINSURANCE 900001 1626618 1626618 APPRECIATION OF INVESTMENT 900001 135053 135053 1761671 33931959 31831321 0 2100638 19372362 19372362 216671 216671 98577 98577 19282 19282 267210 267210 127529 127529 167400 167400 127468 127468 53331 53331 7656 7656 771 771 35953 35953 INSURANCE PREMIUM 1683882 1683882 BENEFIT OBLIGATION CHAN 1499602 1499602 CONSULTING FEE 115069 115069 BANK FEES & OTHER 29330 29330 23822093 23016646 805447 0 7078858 7878890 2390553 2892466 83380 74880 9271 8500 35690287 45826310 45168969 56606166 1184876 1012605 11824370 13323972 13009246 14336577 X 0 0 0 0 32159723 42269589 32159723 42269589 45168969 56606166 10109866 0 X X 0 1 X 1 0 500 500 69227 61227 8000 13653 13653 0 8500 CLAIMS LIAB. EST. 2408300 HOUR BANK LIABILITY 9000000 POST RETIREMENT BENEFITS 1915672 13323972 X 33931959 0 33931959 0 33931959 23822093 0 23822093 0 23822093 Part X, Line 2: During 2024 there were no unrelated business activities; thus, no provision has been made for income taxes. As of December 31, 2024, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the period ended December 31, 2021 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenues and expenses and changes in net assets - modified cash basis. SCHEDULE D PART X THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE FUND IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2024 THERE WAS NO UNRELATED BUSINESS ACTIVITY AND NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FUND BELIVES THAT ALL SIGNIFINCANT TAX POSITIONS UTILIZED BY THE FUND WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2024, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITIATIONS ARE FROM THE YEAR 2020 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN BENEFIT OBLIGATIONS. 0 0 0 RANDY BEAL COORDINATOR 155959 0 0 0 0 0 0 0 0 0 155959 0 0 0 Form 990, Part VI, Section B, line 11b REVIEWED AND APPROVED TRUSTEES PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD OF TRUSTEES AND ENFORCED AT THE BOARD MEETING. Form 990, Part VI, Section B, line 15 FUND COORDINATOR COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. COMPENSATION TIED TO WAGE PACKAGE IN WRITTEN COLLECTIVE BARGAINING CONTRACT. Form 990, Part VI, Section C, line 18 FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME. Form 990, Part VI, Section C, line 19 FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE AND IT IS OPEN TO PUBLIC INSPECTION THROUGH THE AGENCY. PARTICIPANTS MAY REQUEST AND INSPECT THE FORM 990, FINANCIAL DOCUMENTS, AND POLICIES. WRITTEN REQUESTS TO THE BOARD OF TRUSTEES MAY BE MADE AT ANY TIME. Form 990, Part XII, Line 2c No changes to the oversight process for the organization's financial statements or selection of independent accountant. The board is reponsible for the selection of the independent outside account firm to conduct the annual auidt. The board is also responsible for the approval of the audit report and the approval and filing of the tax return.