2025-11-14T14:43:36-06:00 2024-12-31 251698043 HENRY ROSSI & CO LLP 50 SECO ROAD SUITE A MONROEVILLE PA 15146 990 2024-01-01 256069802 STEAMFITTERS LOCAL UNION NO 449 JOINT APPRENTICESHIP & TRAINING COMMITTEE STEA 4126833600 5131 CYPRESS ST PITTSBURGH PA 152242251 REGIS R CLAUS TREASURER 4126833600 2025-11-14 1 0 TIMOTHY SCHNEIDER CPA P00022880 4128564880 2025-11-05 2024 2025-03-06 01:10:19Z REGIS R CLAUS 5131 CYPRESS STEET PITTSBURGH PA 152212251 6821416 0 X N/A X 1962 PA TO PROVIDE THE PROPER EDUCATION FOR LABOR UNIONS OPERATING IN THE MECHANICAL CONSTRUCTION INDUSTRY. 8 8 53 0 0 0 1631720 1769132 3307374 3946358 718628 845492 196509 260434 5854231 6821416 0 0 0 0 3601839 3315924 0 0 0 4075352 3874635 7677191 7190559 -1822960 -369143 23515369 23461512 25696 0 23489673 23461512 TO PROVIDE THE PROPER EDUCATION FOR LABOR UNIONS OPERATING IN THE MECHANICAL CONSTRUCTION INDUSTRY. 0 0 6989611 5052284 PROVIDE EDUCATION AND TRAINING FOR LABOR UNIONS OPERATING IN THE MECHANICAL CONSTRUCTION INDUSTRY 6989611 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 53 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 0 0 0 0 0 0 0 X STEAMFITTERS LOCAL UNION NO 449 JOINT APPRENTICESHIP & TRAINING COMM 4126833600 5131 CYPRESS STREET PITTSBURGH PA 15224 X JOSEPH BEARDSLEY TRUSTEE 0.50 X 0 0 0 JOHN JORDAN TRUSTEE 0.50 X 0 0 0 MICHAEL CHAMBERS TRUSTEE 0.50 X 0 0 0 JAY DAVIS TRUSTEE 0.50 X 0 0 0 KENNETH J BROADBENT CO-CHAIRMAN 0.50 X 0 0 0 DANIEL M LUGAILA CO-CHAIRMAN 0.50 X 0 0 0 JAMES HARDING SECRETARY 0.50 X 0 0 0 REGIS R CLAUS TREASURER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1769132 1769132 INDUSTRY FUND CONTRIBU 611710 3935948 3935948 10410 10410 3946358 845492 845492 OTHER INCOME 611710 260434 260434 260434 6821416 5052284 0 0 2111370 2111370 1022248 1022248 182306 182306 193423 193423 7525 7525 214889 214889 233949 233949 300000 300000 80677 80677 654800 654800 65762 65762 APPRENTICE TRAINING & T 837237 837237 INSTRUCTION MATERIALS 802174 802174 UTILITIES 258973 258973 INVESTMENT FEES 102304 102304 122922 122922 7190559 6989611 200948 0 490375 475663 3917483 3223224 8336638 5102685 3368831 3233953 15738680 16517039 0 11633 23515369 23461512 25696 0 25696 0 X 0 0 0 0 23489673 23461512 23489673 23461512 23515369 23461512 -369143 340982 0 X X 0 1 X 1 0 X 8374957 5854231 6821416 21050604 8374957 5854231 6821416 21050604 0 0 0 21050604 8374957 5854231 6821416 21050604 1.00000 1.00000 0.00000 X 7158470 4055138 3103332 1178168 1047547 130621 3233953 X 6821416 0 6821416 0 6821416 7190559 0 7190559 0 7190559 PART X, LINE 2: EFFECTIVE JANUARY 19, 2022, THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PRIOR TO THAT DATE, THE PLAN WAS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. A "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX", FORM 990, IS FILED ANNUALLY WITH THE UNITED STATES TREASURY DEPARTMENT. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 THERE ARE 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 TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE PLAN FILED FOR AND RECEIVED AN EXEMPTION FROM FILING A FORM 5500 WITH THE DEPARTMENT OF LABOR (DOL). THE PLAN BELIEVES IT IS IN COMPLIANCE WITH ALL REPORTING REQUIREMENTS UNDER ERISA STANDARDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS. IT IS THEN REVIEWED BY THE ORGANIZATION'S GOVERNING BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAINTAINS ALL DOCUMENTS ON SITE AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS ALL DOCUMENTS ON SITE AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATIONS'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. STEAMFITTERS LOCAL #449 232 WISE ROAD SUITE 330 HARMONY PA 16037 250817615 LABOR UNION PA 501(C)3 LINE 10 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0