2026-03-30T10:15:38-05:00 2025-06-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990 2024-07-01 720450650 PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND PLUM 5048853064 3515 I-10 SERVICE ROAD METAIRIE LA 70002 RONALD ROSSER TRUSTEE 5048853064 2026-03-21 1 1 TED KIRSHENBAUM P01260796 2126955003 2024 2025-03-06 01:10:19Z RONALD ROSSER 3515 I-10 SERVICE ROAD METAIRIE LA 70002 12738565 0 X N/A X EMPLOYEE BENEFIT PLAN 1952 LA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 6 5 5 0 0 0 0 0 10248033 9858905 678065 644352 297466 809438 11223564 11312695 0 0 6225143 7919955 444575 466840 0 0 0 480644 667693 7150362 9054488 4073202 2258207 17214505 19975447 473333 409209 16741172 19566238 THE FUND WAS CREATED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR BENEFICIARIES. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.NUMBER OF PARTICIPANTS IS 1,798. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 5 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 5048853064 3515 I-10 SERVICE ROAD METAIRIE LA 70002 JOHN SABATHE TRUSTEE 5.00 X 0 0 0 RONALD ROSSER TRUSTEE 5.00 X X 0 0 0 HENRY HEIER TRUSTEE 5.00 X 0 0 0 CHESTER CABIRAC TRUSTEE 5.00 X 0 0 0 PATRICK GOOTEE TRUSTEE 5.00 X 0 0 0 MICHAEL EILERS ADMINISTRATIVE MANAGER 5.00 X 100784 0 15084 100784 0 15084 1 0 0 0 0 EMPLOYERS' CONTRIBUTIONS 900099 9662062 9662062 PARTICIPANTS' CONTRIBUTIONS 900099 196843 196843 9858905 692834 692834 1377388 1425870 -48482 -48482 -48482 PRESCRIPTION DRUGS REBATES 900099 809438 809438 809438 11312695 10668343 0 644352 7919955 108390 258375 38327 61748 25484 82700 65612 34894 49153 135074 38643 5042 15171 MEDICAL MANAGEMENT AND 469717 ADMINISTRATIVE SERVICES 122136 MEDICAL CONSULTING FEES 72359 MISCELLANEOUS 12615 -460907 9054488 438637 408679 5408501 5065356 490943 406191 70975 91807 233862 218033 20871 15829 10642704 13851023 141874 136562 17214505 19975447 111135 81996 362198 327213 473333 409209 X 0 0 0 0 16741172 19566238 16741172 19566238 17214505 19975447 2258207 566859 0 X X 0 1 X 1 0 11430 8001 3429 222432 210032 12400 15829 DUE TO RELATED ENTITIES 216546 OPERATING LEASE LIABILITY 110667 327213 X 11813942 566859 566859 11247083 65612 65612 11312695 8988876 0 8988876 65612 65612 9054488 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, 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. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES REVIEW A COPY OF THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED WHICH, AT A MINIMUM, SHALL INCLUDE THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING, AND - WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER ITS PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS LOCAL 60 VACATION FUND 3515 I-10 SERVICE ROAD METAIRIE LA 70002 726024362 PROVIDE VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 501(C)(9) 0 PLUMBERS & STEAMFITTERS LOCAL 60 EDUCATION TRUST 3515 I-10 SERVICE ROAD METAIRIE LA 70002 720597728 OPERATION OF AN APPRENTICE TRAINING FACILITY LA 501(C)(5) 0 PLUMBERS & STEAMFITTERS LOCAL 60 PENSION FUND 3515 I-10 SERVICE ROAD METAIRIE LA 70002 726025640 PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 401(A) 0 PLUMBERS & STEAMFITTERS LOCAL 60 401(K) PLAN 3515 I-10 SERVICE ROAD METAIRIE LA 70002 721504171 PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS LA 401(A) 0 PLUMBERS & STEAMFITTERS LOCAL 60 U A LOCAL 043 U A LOCAL 072 U A LOCAL 073 U A LOCAL 150 U A LOCAL 198 U A LOCAL 286 U A LOCAL 322 U A LOCAL 333 U A LOCAL 372 U A LOCAL 430 BENEFIT FUND U A LOCAL 464 U A LOCAL 553 U A LOCAL 572 U A LOCAL 598 U A LOCAL 614 U A LOCAL 131 U A LOCAL 290 U A LOCAL 421 U A LOCAL 562 U A LOCAL 614 U A LOCAL 440 U A LOCAL 455 U A LOCAL 013 A & A MECHANICAL ARC MECH CONTR ARIZ PIPE TRADES ASM GLOBAL BARRISTER GLOBAL SERVICES NETWORK BGSN MECHANICAL BOH BROS CONSTR BREMERMANN MECH INC BT UNITED PEN TRUST C & D PLUMBING AND MECHANICAL LLC CAMINITA PLUMBING LLC CARRIER BLD SVCS DAY AND ZIMMERMAN GALLO MECHANICAL LLC GOOTEE CONST INC GULF COAST MULTI STATE PIPE TRADES HENLEY CONSTRUCTION GROUP IND MECH CONTR INC JAE'S PLUMBING & CONSTRUCTION LLC JAZZ CASINO JOHNSON CONTROLS LOU CON INC LYNCH'S CONST LLC MCGOVERN PLUMBING LLC MCKENDALL AC SVC MECHANICAL CONTRACTORS ASSOC MECHANICAL RESOURCE CONTRACTORS LLC MIINC LP PIPE INDUSTRY FUNDS PIPE TRADES INDUST PIPE TRADES N ROCKY PRECISE PLUMBING LLC SOUTH CENTRAL PIPE TRADES ASSOC TEMPCON INC TEXAS PIPE TRADES TOWERS MECH CONTR TRAINA MECH INC VAL GLO CONSTRUCTION CO WISCONSIN PIPE TRADES P1 GROUP INC PLUMBERS AND FITTERS IND OF KS TWIN CITY PIPE TRADES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND Q 409488 COST PLUMBERS AND STEAMFITTERS LOCAL 60 P 122136 COST