2025-10-28T09:30:50-05:00 2024-12-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2024-01-01 371194764 PLUMBERS LOCAL 360 HEALTH & WELFARE FUND PLUM 6183462560 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 622344471 DONALD DEGONIA TRUSTEE 6183462560 2025-10-20 1 0 STEPHANIE H JONES P01649363 3146555500 2024 2025-03-06 01:10:19Z DONALD DEGONIA 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 622344471 4117279 0 X N/A X 1986 IL PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT. 1 0 2 0 0 0 0 0 2765456 2861613 40091 84702 65314 53318 2870861 2999633 0 0 2029105 2140615 1349 340 0 0 0 227141 214780 2257595 2355735 613266 643898 2117654 2779770 24928 10230 2092726 2769540 NONE 0 0 THE ORGANIZATION PROVIDES HEALTH BENFEITS FOR THE MEMBERS OF PLUMBERS LOCAL 360 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 1 0 0 1 1 0 1 2 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DONALD DEGONIA 6183462560 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 622344471 X DONALD DEGONIA TRUSTEE 1.00 39.00 X 0 0 0 BRIAN RUFFINI TRUSTEE 1.00 X 0 0 0 MARK EHRET TRUSTEE 1.00 X 0 0 0 KYLE DOWNEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 2666157 2666157 PARTICIPANT CONTRIBUTIONS 525100 195456 195456 2861613 75910 75910 1126438 1117646 8792 8792 8792 REBATES 525100 47427 47427 OTHER INCOME 525100 5891 5891 53318 2999633 2914931 0 84702 2140615 340 8050 58638 5693 25228 2972 6979 OFFICE ADMINISTRATIVE E 101337 PEOPLE RESOURCES 4507 OTHER TAXES 966 UARS 410 2355735 81766 67606 445927 363103 417772 330328 17832 17832 2972 0 1169217 2018733 2117654 2779770 24928 10230 24928 10230 X 0 0 0 0 2092726 2769540 2092726 2769540 2117654 2779770 643898 32916 0 X X 0 1 X 1 0 17832 17832 0 0 X 3026856 32916 32916 2993940 5693 5693 2999633 2350042 0 2350042 5693 5693 2355735 PART X, LINE 2: IN ACCORDANCE WITH U.S. GAAP, THE PLAN'S MANAGEMENT IS REQUIRED 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 THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. FORM 990, PART VI, SECTION A, LINE 7A ELECTIONS ARE DONE BASED ON THE LOCAL UNION'S BYLAWS AND CONSTITUTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO A TRUSTEE PRIOR TO FILING WITH THE IRS. THE TRUSTEE IS ASKED TO REVIEW, APPROVE AND SIGN THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONS COVERED BY THIS POLICY SHALL DISCLOSE AND ANNUALLY UPDATE ANY OF HIS/HER INTERESTS OR RELATIONSHIPS CONCERNING WHICH IT CAN BE REASONABLY CONCLUDED COULD GIVE RISE TO ANY CONDUCT PROHIBITED BY THIS POLICY. SUCH DISCLOSURES AND UPDATES SHALL BE DUE BY DECEMBER 31ST OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE FUND HAS NO EMPLOYEES. THE FUND PAYS AN ADMINISTRATIVE FEE TO THE PLUMBERS LOCAL 360 PENSION PLAN FOR SHARED SERVICES OF THE ADMINISTRATIVE EMPLOYEE(S). THEREFORE, NO COMPENSATION POLICY IS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C THE PROCESS OF THE BOARD OF TRUSTEES ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT REMAINS UNCHANGED. PLUMBERS LOCAL 360 PENSION PLAN 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 62234 371186588 PROVIDE PENSION BENFEITS IL 401(A) 1 PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 62234 753068596 PROVIDE RETIREMENT BENEFITS IL 401(A) 1 UA PLUMBERS LOCAL 360 INDUSTRY ADVANCEMENT FUND 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 62234 473536889 APPRENTICE AND JOURNEYMAN TRAINING IL 501(C)(5) 1 UNITED ASSOCIATION OF PLUMBERS LOCAL 360 5 MEADOW HEIGHTS PROFESSIONAL PARK COLLINSVILLE IL 62234 370559343 LABOR UNION IL 501(C)(5) 1 360 FRINGE BENEFITS CONTRIBUTING EMPLOYER IL 0 A H MECHANICAL CONTRIBUTING EMPLOYER IL 0 AUGUST WINTER & SONS CONTRIBUTING EMPLOYER WI 0 BELO SALES & SERVICE CONTRIBUTING EMPLOYER IL 0 BENCHMARK PLUMBING CONTRIBUTING EMPLOYER IL 0 CNJ MECHANICAL CONTRIBUTING EMPLOYER MO 0 COCOS PLUMBING CONTRIBUTING EMPLOYER MO 0 CONCEPT PLUMBING CONTRIBUTING EMPLOYER IL 0 CRAFTON PLUMBING CONTRIBUTING EMPLOYER IL 0 CREDIT HOURS CONTRIBUTING EMPLOYER IL 0 CYRUS PLUMBING LLC CONTRIBUTING EMPLOYER IL 0 DMI PLUMBING CONTRIBUTING EMPLOYER IL 0 DNS PLUMBING CONTRIBUTING EMPLOYER MO 0 DT PLUMBING CONTRIBUTING EMPLOYER IL 0 EAST CENTRAL ILL PIPE TRADES CONTRIBUTING EMPLOYER IL 0 EHRET MECHANCIAL CONTRIBUTING EMPLOYER IL 0 EMIG PLUMBING CONTRIBUTING EMPLOYER IL 0 ESSENPRIES PLUMBING CONTRIBUTING EMPLOYER IL 0 EXCEL PLUMBING CONTRIBUTING EMPLOYER IL 0 GELLY EXCAVATING CONTRIBUTING EMPLOYER IL 0 GERSTNER PLUMBING CONTRIBUTING EMPLOYER IL 0 GRP MECHANICAL CONTRIBUTING EMPLOYER WI 0 HAIER PLUMBING CONTRIBUTING EMPLOYER NC 0 HAMMBONE'S PLUMBING CONTRIBUTING EMPLOYER TX 0 HAYES SERVICES CONTRIBUTING EMPLOYER IA 0 HENDRICKS PLUMBING CONTRIBUTING EMPLOYER IL 0 HIRSCH PLUMBING CONTRIBUTING EMPLOYER CA 0 HOUSEMAN SUPPLY CONTRIBUTING EMPLOYER IL 0 ICON PLUMBING CONTRIBUTING EMPLOYER IL 0 ILLINOIS PIPE TRADES CONTRIBUTING EMPLOYER IL 0 KAMADULSKI CONTRIBUTING EMPLOYER IL 0 KOEHNE PLUMBING CONTRIBUTING EMPLOYER IL 0 KORTE LUITJOHAN EXCAVATING CONTRIBUTING EMPLOYER IL 0 LITTEKEN PLUMBING CONTRIBUTING EMPLOYER IL 0 LOELLKE PLUMBING CONTRIBUTING EMPLOYER IL 0 MAXSON SERVICES CONTRIBUTING EMPLOYER IL 0 MIDEASTERN PLUMBING CONTRIBUTING EMPLOYER IL 0 MIDWEST PLUMBING CONTRIBUTING EMPLOYER IL 0 OXFORD PLUMBING CONTRIBUTING EMPLOYER PA 0 PHILS PLUMBING CONTRIBUTING EMPLOYER MO 0 PIPE TRADES -INDIANA HW FUND CONTRIBUTING EMPLOYER IN 0 PLUMBERS LOCAL 360 CONTRIBUTING EMPLOYER IL 0 PONCE-NENNINGER PLUMBING CONTRIBUTING EMPLOYER IL 0 PRIORITY PLUMBING CONTRIBUTING EMPLOYER IA 0 SPARLIN PLUMBING CONTRIBUTING EMPLOYER MO 0 SUEVER PLUMBING CONTRIBUTING EMPLOYER IL 0 TEAM PLUMBING CONTRIBUTING EMPLOYER IL 0 WJ PLUMBING CONTRIBUTING EMPLOYER IL 0 LOCAL 160 CONTRIBUTING EMPLOYER IL 0 LOCAL 439 CONTRIBUTING EMPLOYER IL 0 LOCAL 440 CONTRIBUTING EMPLOYER IN 0 LOCAL 45 CONTRIBUTING EMPLOYER MO 0 LOCAL 551 CONTRIBUTING EMPLOYER IL 0 LOCAL 553 CONTRIBUTING EMPLOYER IL 0 LOCAL 562 CONTRIBUTING EMPLOYER MO 0 LOCAL 653 CONTRIBUTING EMPLOYER IA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0