2025-12-18T15:20:05-06:00 2025-02-28 320043599 LEGACY PROFESSIONALS LLP 222 INDIANAPOLIS BLVD SUITE 103 SCHERERVILLE IN 46375 990 2024-03-01 356022383 PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND PLUM 6304720626 625 ENTERPRISE DR OAK BROOK IL 60523 BROC BUCZOLICH TRUSTEE 6304720626 2025-12-18 1 0 RENEE BERG-SPECK P00201492 3123680500 2025-12-18 2024 2025-03-06 01:10:19Z DAVE NIEZGODSKI 625 ENTERPRISE DR OAK BROOK IL 60523 12300573 0 X N/A X 1959 IN TO PROVIDE HEALTH BENEFITS. 6 3 12 0 0 0 0 0 10668512 11726088 527773 574485 0 0 11196285 12300573 0 0 8525412 11464306 0 0 0 0 0 470968 437377 8996380 11901683 2199905 398890 20574586 22155513 706022 912920 19868564 21242593 PROVIDE HEALTH BENEFITS. 0 0 TO PROVIDE MEDICAL, VISION, DENTAL, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS. THE FUND ALSO PROVIDES LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LOSS OF SIGHT INSURANCE FOR ELIGIBLE PARTICIPANTS. 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 1 0 0 1 5 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X BENEFITS MANAGEMENT GROUP INC 6304720626 625 ENTERPRISE DR OAK BROOK IL 60523 BROC BUCZOLICH TRUSTEE 2.00 40.00 X 0 111410 72222 KEVIN CONERY TRUSTEE 2.00 X 0 0 0 DAVE NIEZGODSKI TRUSTEE 2.00 X 0 0 0 TIM FREET TRUSTEE 2.00 1.00 X 0 5548 0 MATTHEW MEERT ALTERNATE TRUSTEE 2.00 X 0 0 0 IRA FOX ALTERNATE TRUSTEE 2.00 40.00 X 0 104362 70221 0 221320 142443 0 0 1 0 BENEFITS MANAGEMENT GROUP INC 625 ENTERPRISE DR OAK BROOK IL 60523 PROVIDES ADMIN. SERVICES INCLUDING RECOR 261271 1 EMPLOYER CONTRIBUTIONS 900099 9781145 9781145 PARTICIPANT CONTRIBUTIONS 900099 1129540 1129540 PRESCRIPTION DRUG SUBSIDIES AND R 900099 815403 815403 11726088 574485 574485 12300573 11726088 0 574485 11464306 207858 28194 48441 26033 58925 45670 1500 3390 15206 FEES MANDATED BY ACA 2160 11901683 2154264 1990311 27653 32804 1344785 1534004 110823 148759 190661 187784 37959 2877 16899102 18446758 20574586 22155513 114323 45519 591699 867401 706022 912920 X 0 0 0 0 19868564 21242593 19868564 21242593 20574586 22155513 398890 975139 0 X 0 1 X 1 0 158999 156122 2877 31662 31662 0 2877 AMOUNTS DUE TO RELATED ORGANIZATIONS 867401 867401 X 13249679 975139 975139 12274540 26033 26033 12300573 11875650 0 11875650 26033 26033 11901683 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN WAS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 BROC BUCZOLICH TRUSTEE 0 111410 0 0 0 0 0 54750 0 17472 0 183632 0 0 IRA FOX ALTERNATE TRUSTEE 0 104362 0 0 0 0 0 52749 0 17472 0 174583 0 0 FORM 990, PART VI, SECTION A, LINE 3 ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO BENEFITS MANAGEMENT GROUP, INC. AS THE THIRD PARTY ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY SEGREGATED COMMITTEES WHICH ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES REVIEW THE FORM AND UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, IT IS APPROVED, SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. U A LOCAL 172-JATC CONTRIBUTING EMPLOYER 0 LOCAL 166 CONTRIBUTING EMPLOYER 0 LOCAL 597 CONTRIBUTING EMPLOYER 0 LOCAL 172 CONTRIBUTING EMPLOYER 0 LOCAL 174 CONTRIBUTING EMPLOYER 0 LOCAL 189 CONTRIBUTING EMPLOYER 0 LOCAL 210 CONTRIBUTING EMPLOYER 0 LOCAL 357 CONTRIBUTING EMPLOYER 0 ARIZONA PIPE TRADES TRUST CONTRIBUTING EMPLOYER 0 LOCAL 333 CONTRIBUTING EMPLOYER 0 LOCAL 636 CONTRIBUTING EMPLOYER 0 LOCAL 502 CONTRIBUTING EMPLOYER 0 LOCAL 33 CONTRIBUTING EMPLOYER 0 LOCAL 50 CONTRIBUTING EMPLOYER 0 LOCAL 421 CONTRIBUTING EMPLOYER 0 LOCAL 440 CONTRIBUTING EMPLOYER 0 LOCAL 533 CONTRIBUTING EMPLOYER 0 S CALIFORNIA PT CONTRIBUTING EMPLOYER 0 LOCAL 190 CONTRIBUTING EMPLOYER 0 ATLANTIC PLANT MAINTENANCE CONTRIBUTING EMPLOYER 0 ACMS GROUP INC CONTRIBUTING EMPLOYER 0 AMS MECH SYSTEMS INC CONTRIBUTING EMPLOYER 0 STEVENS ENGINEERS AND CONSTRUCTORS INC CONTRIBUTING EMPLOYER 0 VIC TRIPPEL PLBG & HTG INC CONTRIBUTING EMPLOYER 0 ACCELERATED SVCS CONTRIBUTING EMPLOYER 0 ICON MECHANICAL CONTRIBUTING EMPLOYER 0 IDEAL CONSOLIDATED INC CONTRIBUTING EMPLOYER 0 INDIANA STATE PIPE TRADES CONTRIBUTING EMPLOYER 0 J & K SERVICE INC CONTRIBUTING EMPLOYER 0 J W PLBG & HTG SERVICES LLC CONTRIBUTING EMPLOYER 0 JERGEN PIPING CONTRIBUTING EMPLOYER 0 JOHNSON CONTROLS INC CONTRIBUTING EMPLOYER 0 MORRISON CONSTRUCTION CONTRIBUTING EMPLOYER 0 NIEZGODSKI PLBG & HTG INC CONTRIBUTING EMPLOYER 0 O'SULLIVAN PLUMBING INC CONTRIBUTING EMPLOYER 0 O J S BUILDING SVCS INC CONTRIBUTING EMPLOYER 0 PRO SERVICES CONTRIBUTING EMPLOYER 0 PRO-TEMP INC CONTRIBUTING EMPLOYER 0 QUALITY PLBG & HTG INC CONTRIBUTING EMPLOYER 0 S L R PLBG & SEWER CLEAN CONTRIBUTING EMPLOYER 0 SHAMBAUGH & SON INC CONTRIBUTING EMPLOYER 0 THE YMI GROUP CONTRIBUTING EMPLOYER 0 TWEETGAROT MECH CONTRIBUTING EMPLOYER 0 NORTHWEST MECHANICAL INC CONTRIBUTING EMPLOYER 0 HUSSMANN SVCS CORP CONTRIBUTING EMPLOYER 0 HILL GROUP CONTRIBUTING EMPLOYER 0 HERRMAN & GOETZ INC CONTRIBUTING EMPLOYER 0 AP COM POWER CONTRIBUTING EMPLOYER 0 BC MECHANICAL INC CONTRIBUTING EMPLOYER 0 BENCHMARK MECHANICAL CONTRIBUTING EMPLOYER 0 BENTON MECH SVC INC CONTRIBUTING EMPLOYER 0 BMWC CONSTRUCTORS INC CONTRIBUTING EMPLOYER 0 BOB FRAME PLBG & HTG INC CONTRIBUTING EMPLOYER 0 BOWEN ENG CORP CONTRIBUTING EMPLOYER 0 BUILT3D CONTRIBUTING EMPLOYER 0 CAVINDER MECH INC CONTRIBUTING EMPLOYER 0 CENTERLINE MECH CONTR INC CONTRIBUTING EMPLOYER 0 CLIMATE PRO CONTRIBUTING EMPLOYER 0 D A DODD INC CONTRIBUTING EMPLOYER 0 DYNAMIC MECH (HOFFMAN RF) CONTRIBUTING EMPLOYER 0 EDWARD J WHITE INC CONTRIBUTING EMPLOYER 0 F S A MECH SVCS LLC CONTRIBUTING EMPLOYER 0 FE MORAN INDUSTRIAL CONTRIBUTING EMPLOYER 0 GRIFFEN PLBG HTG CLG INC CONTRIBUTING EMPLOYER 0 HAYES COMMERCIAL CONTRIBUTING EMPLOYER 0 HELM MECHANICAL CONTRIBUTING EMPLOYER 0 HMH CONTRACTORS INC CONTRIBUTING EMPLOYER 0 ZIMMERMAN INDL PIPING INC CONTRIBUTING EMPLOYER 0 TJW INDUSTRIAL CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1