2026-01-27T12:12:17-00:00 2025-03-31 650292391 LaPadula Carlson Co 550 Biltmore Way Suite 1200 Coral Gables FL 33134 990 2024-04-01 620786559 PLUMBERS & PIPEFITTERS LU NO 572 HEALTH & WELFARE FUND % KURT V SMITH PLUM 6158590131 PO Box 1449 Goodlettsville TN 370701449 KURT V SMITH TRUSTEE 6158590131 2026-01-27 true Sharon Carlson P00801942 3055299300 2026-01-27 2024 2025-03-06 01:10:19Z KURT V SMITH PO Box 1449 Goodlettsville TN 370701449 20466109 false X X 1966 TN To provide health and welfare benefits to elegible participants. 5 5 22 0 0 17679116 19529001 761576 937108 0 18440692 20466109 0 12433661 15802635 11214 9461 0 0 429947 471574 12874822 16283670 5565870 4182439 28993641 34378262 1887671 2347709 27105970 32030553 To provide health and welfare benefits to elegible participants. false false 16283670 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 16283670 false false false false false false false false false false false 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 false X 17 0 true 22 true false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false X SOUTHERN BENEFITS ADMINISTRATORS 6158590131 2001 CALDWELL DRIVE GOODLETSVILLE TN 37072 X ERIC H COONS TRUSTEE/SECRETARY 002.00 X X X 0 0 0 WILLIAM JOHNSON JR TRUSTEE 002.00 X X 0 0 0 DARRELL T STEWART TRUSTEE 002.00 X 0 0 0 SCOTT CARTER TRUSTEE/ CHAIRMAN 002.00 X 0 0 0 TRENT MITCHELL TRUSTEE 002.00 X 0 0 0 true true false SOUTHERN BENEFIT ADMINISTRATORS IN PO BOX 1449 GOODLETTSVILLE TN 37070 Administrator 344000 1 Employer Contributions 18325814 Participant Contributions 1203187 19529001 937108 20466109 0 0 0 15802635 15802635 0 0 0 0 0 9461 9461 344000 344000 14714 14714 22609 22609 0 26062 26062 20600 20600 0 15794 15794 0 0 0 3751 3751 0 0 0 0 0 10988 10988 Bank Charges 10732 10732 2324 2324 16283670 16283670 91716 1096455 1350661 233336 2176815 3172758 103007 113432 25271442 29762281 28993641 34378262 411671 694709 1476000 1653000 1887671 2347709 X 27105970 32030553 27105970 32030553 28993641 34378262 4182439 742144 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Federal income taxes Claims incurred but not reported 1653000 1653000 X 21182191 742144 742144 20440047 26062 26062 20466109 16080608 -177000 -177000 16257608 26062 26062 16283670 X 2 The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of March 31, 2025, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. XII 2d Change in claims incurred but not received. ERIC H COONS TRUSTEE/SECRETARY Form 990, Part VI, Section B, Line 11b The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature. Form 990, Part VI, Section B, Line 12c The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals. Form 990, Part V, Section C, Line 19 As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy. Plumbers and Pipefitters Local Union No 572 Pension Fund PO Box 1449 Goodlettsville TN 37072 626102837 Provides benefits to eligible participants TN 501a N/A false Plumbers Pipefitters & HVAC Technicians LU No 572 Annuity Fund PO Box 1449 Goodlettsville TN 37072 834459073 Provides benefits to eligible participants TN 501a N/A false Plumbers and Pipefitters Local Union No 572 225 Ben Allen Rd Goodlettsville TN 37207 620202151 To support membership TN 501 c 5 N/A false false false false false false false false false false false false false false false false false false false false