2025-09-10T12:33:41-04:00 2024-12-31 470836395 DEBOER & ASSOCIATES PC 17330 WRIGHT ST STE 100 OMAHA NE 681302157 990 2024-01-01 420930021 PLUMBERS & STEAMFITTERS LOCAL UNION NO33 HEALTH & WELFARE TRUST PLUM 5152433246 2501 BELL AVENUE DES MOINES IA 503211118 ANDY ROBERTS TRUSTEE, CHAIRMAN 5152433246 2025-08-18 true false ERYN STEVENS P01267095 4023335200 2025-08-19 2024 2025-03-06 01:10:19Z ANDY ROBERTS 2501 BELL AVENUE DES MOINES IA 50321 37867987 false X WWW.UALOCAL33.ORG/FUND-OFFICE X 1977 IA THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. 8 8 8 0 0 24029861 24747205 2217967 7252081 263908 488978 26511736 32488264 0 20181900 23817891 691497 729791 0 0 528813 704930 21402210 25252612 5109526 7235652 87390729 97950742 31860684 36385174 55530045 61565568 THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. false false TO PROVIDE HEALTH CARE BENEFITS TO QUALIFIED PARTICIPANTS AND DEPENDENTS IN THE CENTRAL AND NORTHERN IOWA PLUMBING INDUSTRY. TO PROVIDE SHORT-TERM DISABILITY PAYMENTS TO QUALIFIED PARTICIPANTS false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 531 0 8 true false false false false false false false false X 8 8 false false false false false false false true true false false false false false false false false false X JAMA BARBOUR 5155580487 2501 BELL AVENUE DES MOINES IA 50321 X JAMA BARBOUR CHIEF OPER O 50.00 X 165000 0 55740 CURT BAKER TRUSTEE, SEC 1.00 X X 0 0 0 GRANT HJORTSHOJ TRUSTEE 1.00 X 0 0 0 TOM KECK TRUSTEE 1.00 X 0 0 0 DOUG KUMM TRUSTEE 1.00 X 0 0 0 BRAD MEYER TRUSTEE 1.00 X 0 0 0 ANDY ROBERTS TRUSTEE, CHA 1.00 X X 0 0 0 SCOT STOLTENBERG TRUSTEE 1.00 X 0 0 0 RYAN WIERSON TRUSTEE 1.00 X 0 0 0 165000 55740 1 false true false FOX ROTHSCHILD LLP 33 S SIXTH STREET SUITE 3600 MINNEAPOLIS MN 55402 LEGAL 206822 1 CONTRIBUTIONS 24747205 24747205 24747205 2377793 2377793 10254011 5379723 4874288 4874288 4874288 ADMINISTRATIVE FEE 259108 259108 SETTLEMENT INCOME 139750 139750 ACA FEE REIMBURSEMENT 90120 90120 488978 32488264 30110471 2377793 23817891 513493 109949 66783 39566 210761 39238 124778 59013 51324 83990 26180 13977 21734 POSTAGE AND MAILING 42484 PRINTING 11589 PCORI FEES 11206 NEWSLETTER 5265 3391 25252612 0 0 0 931392 724695 2454434 3097166 22725 32656 350992 314778 48694 36214 44116505 48071378 39816979 45988633 87390729 97950742 199685 360222 31660999 36024952 31860684 36385174 X 55530045 61565568 55530045 61565568 87390729 97950742 7235652 -1200129 X false true X false false 350992 314778 36214 36214 PARTNERSHIPS AND CCT'S 45988633 F 45988633 HRA LIABILITY 32776054 CLAIMS IBNR 2560700 MEDICAL BENEFITS PAYABLE 688198 36024952 X 31163357 -1200129 -1200129 32363486 124778 124778 32488264 25127834 25127834 124778 124778 25252612 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT OF THE PLAN BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. false false false JAMA BARBOUR CHIEF OPER OFFICER 165000 34628 21112 220740 FORM 990, PAGE 6, PART VI, LINE 11B THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN THE CHAIRPERSON AND THE SECRETARY OF THE BOARD OF TRUSTEES ALSO REVIEWS THE FORM 990 BEFORE SIGNING IT. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ONLY TO PLAN PARTICIPANTS AT THE FUND OFFICE. OTHERWISE, NO DOCUMENTS AVAILABLE TO THE PUBLIC. 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