2026-08-16T11:55:46-05:00 2025-09-30 550756523 Harris Hardin & Company AC PO Box 285 Barboursville WV 25504 990 2024-10-01 556035214 Plumbers Local 521 Health & Welfare Fund PLUM 3045250331 9200 U S Route 60 Ona WV 25545 George A Kisor Trustee 3045250331 2026-08-16 1 0 Steven P Hardin P00241090 3046975720 2024 2025-03-06 01:10:19Z George A Kisor 137 Fifth Avenue Huntington WV 25701 3393666 0 X None X 1964 WV Provide health and welfare benefits to eligible participants. 6 4 0 0 0 0 0 0 3189687 3292775 92266 99023 5273 1868 3287226 3393666 0 0 2164157 3248989 0 0 0 0 0 313439 430589 2477596 3679578 809630 -285912 4221329 4136957 68010 181831 4153319 3955126 The purpose of the Trust Fund is to receive, preserve and invest contributions made by the employers as required by collective bargaining agreements, as well as direct employee payments, and to provide health and welfare beneftis for eligible participants. 0 0 3513341 Area-wide, union-negotiated, union/managment trusteed health & welfare fund. 3513341 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X American Benefit Corporation 3045250331 9200 U S Route 60 Ona WV 25545 George A Kisor Trustee 1.00 X 0 95514 85028 Scott Knipp Trustee 1.00 X 0 7267 6431 Frank R Ferguson Trustee 1.00 X 0 0 0 James L Johnson Trustee 1.00 X 0 0 0 Jackie Wilson Trustee 1.00 X 0 0 0 Phillip S Johnson Trustee 1.00 X 0 0 0 0 102781 91459 0 0 1 0 The Union Labor Life Insurance 1625 Eye Street Washington DC 20006 Stop-Loss Insurance 403449 American Benefit Corporation 9200 US Route 60 Ona WV 25545 Administration 109819 2 Employer Contributions 525100 1773053 1773053 Reciprocity Contributi 525100 1021763 1021763 Member Self-Payments 525100 294859 294859 Supplemental Contribut 525100 203100 203100 3292775 99023 99023 Refunds and Credits 525100 1868 1868 1868 3393666 3393666 0 0 3248989 3248989 109819 87855 21964 5030 5030 18196 18196 11187 11187 183575 174875 8700 2027 1622 405 1572 1572 92413 92413 5079 5079 PCORI Fee 1691 1691 3679578 3513341 166237 0 1516322 1580671 416466 380195 2237 2056 2286304 2174035 4221329 4136957 68010 181831 68010 181831 X 0 0 0 0 4153319 3955126 4153319 3955126 4221329 4136957 -285912 87719 0 X 0 1 X 0 0 0 X 3377785 87719 87719 3290066 11187 92413 103600 3393666 3575978 0 3575978 11187 92413 103600 3679578 Part X, Line 2: FASB ASC 740-10 clarifies the accounting and provides guidance for uncertainty in income taxes recognized in an entity's financial statements. It prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken, in a tax return. FASB ASC 740-10-50-15 also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. A plan's exempt status is a tax position that may be subject to uncertainty. There were no penalties or interest recognized in the Statement of Net Assets or in the Statement of Changes in Net Assets. Management does not believe its financial statements include any uncertain tax positions. The Trustees believe the Fund's tax returns for the fiscal years 2023, 2024 and 2025 remain subject to examination by major tax jurisdictions. Part XI, Line 4b - Other Adjustments: Reciprocity Payments 92,413. Part XII, Line 4b - Other Adjustments: Reciprocity Payments 92,413. 0 0 0 George A Kisor Trustee 0 95514 0 0 0 0 0 0 0 85028 0 180542 0 0 Form 990, Part VI, Section A, line 7a Three trustees are designated by the Plumbers and Steamfitters Local Union No. 521. Three trustees are designated by the Huntington Plumbing-Heating-Cooling Contractors Association. Form 990, Part VI, Section B, line 11b The Form will be reviewed by one trustee. Form 990, Part VI, Section B, line 12c Annually each trustee reviews the written conflict of interest policy and attests that he/she has no conflict of interest. Form 990, Part VI, Section C, line 19 Upon request, such items will be provided to the participants of the Fund, contributing employers,governmental agencies, or others as required. Plumbers and Steamfitters Local 521 Supplemental Health Fund 9200 US Route 60 ONA WV 25545 261357279 Supplemental Health WV 501(c)(9) N/A 0 United Association of Plumbers & Pipefitters Local 521 137 Fifth Avenue Huntington WV 25703 550380882 Local Union WV 501(c)(5) N/A 0 Bullet Industrial Services Contributing Employer 0 Cimco Inc Contributing Employer 0 Coalfield Development Contributing Employer 0 Collier Construction Service Contributing Employer 0 CR Meyer and Sons Co Contributing Employer 0 Dougherty Company Inc Contributing Employer 0 DSO Mechanical LLC Contributing Employer 0 Early Construction Contributing Employer 0 Enerfab Inc Contributing Employer 0 FM Sylvan Inc Contributing Employer 0 Global Scaffold Construction Contributing Employer 0 Harris Plumbing Contributing Employer 0 Infinity Design Contributing Employer 0 J&J General Maintenance Contributing Employer 0 Morrison's Plumbing Contributing Employer 0 Nitro Construction Contributing Employer 0 Phillip S Johnson Company Contributing Employer 0 Riveredge EPC Solutions Contributing Employer 0 RMF Rooter Contributing Employer 0 Shambaugh & Sons Contributing Employer 0 WV Heating and Plumbing Contributing Employer 0 WV State Pipe Trades Contributing Employer 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Plumbers and Steamfitters Local 521 Supplemental Health Fund Q 203100 Cash Contributing Employers C 1731734 Cash United Association of Plumbers & Pipefitters Local 521 C 41319