2023-05-15T13:17:10-04:00 2022-06-30 382284921 BENDA GRACE STULZ & COMPANY PC 38800 VAN DYKE AVE STE 100 STERLING HEIGHTS MI 48312 990 2021-07-01 386111803 UPPER PENINSULA PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND UPPE 5173217502 5200 W LOOMIS ROAD GREENDALE WI 53129 DEAN GUTZMAN CHAIRMAN 2023-05-12 DEAN GUTZMAN XXX-XX-XXXX BRYAN STULZ P00265596 5868836240 2023-05-15 2021 2023-04-26 12:10:37Z DEAN GUTZMAN 4675294 false X X 1965 MI TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN. 8 0 0 0 0 3992850 4069010 530788 345630 54174 129710 4577812 4544350 0 4494950 4175658 0 0 0 547470 484729 5042420 4660387 -464608 -116037 10930669 10026780 3281262 3820081 7649407 6206699 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN. false false PROVIDE HEALTH AND WELFARE BENEFITS TO ACTIVE AND RETIRED MEMBERS OF LABOR UNIONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 7 0 0 false false false false false false false false X 8 0 true false false false false true false true true false false false false false true false false false X ZENITH AMERICAN SOLUTIONS 8136666900 TWO HARBOR PLACE 302 KNIGHTS RUN AVE SUITE 1101 TAMPA FL 33602 X DEAN GUTZMAN CHAIRMAN 1.00 40.00 X 0 94262 51830 SCOTT PENDEGRAFT TRUSTEE 1.00 40.00 X 0 90169 51830 YATES VANDEN HEUVEL SECRETARY 1.00 40.00 X 0 0 0 JAMES MONSON TRUSTEE 1.00 40.00 X 0 0 0 DAN OSTOLA TRUSTEE 1.00 40.00 X 0 0 0 GREGORY SUDDERTH TRUSTEE 1.00 40.00 X 0 0 0 SCOTT THRASHER TRUSTEE 1.00 40.00 X 0 0 0 KIP ZILISCH TRUSTEE 1.00 40.00 X 0 0 0 184431 103660 false false false BLUE CROSS BLUE SHIELD OF MICHIGAN 411 W LAFAYETTE DETROIT MI 48226 HEALTH ADMIN. 214773 NOVARA TESIJA CATENACCI PLLC 888 W BIG BEAVER RD STE 600 TROY MI 48084 LEGAL 112151 2 EMPLOYER CONTRIBUTIONS 230000 3759531 3759531 PARTICIPANT CONTRIBUTIONS 230000 309479 309479 4069010 208433 208433 268141 130944 137197 137197 137197 PRESCRIPTION REBATES 900099 129710 129710 129710 4544350 4335917 208433 4175658 4175658 114216 114216 112152 112152 16700 16700 11759 11759 191533 191533 10910 10910 5176 2438 2738 22283 22283 4660387 4178096 482291 0 140573 516139 2661 1788 402036 356679 10385399 9152174 10930669 10026780 78262 309081 3203000 3511000 3281262 3820081 X 7649407 6206699 7649407 6206699 10930669 10026780 -116037 -1326671 X false true X true false ACCUMULATED ELIGIBILITY & IBNR 3511000 3511000 4544350 4544350 4544350 4660387 4660387 4660387 FORM 990, PART VI LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY TRUST FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A "BUSINESS RELATIONSHIP" BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED IN THE INSTRUCTIONS. FORM 990, PAGE 6, PART VI, LINE 7A EMPLOYER REPRESENTATIVES ON THE BOARD OF TRUSTEES ARE APPOINTED BY THE CONTRIBUTING EMPLOYERS. EMPLOYEE REPRESENTATIVES ON THE BOARD OF TRUSTEES ARE APPOINTED BY THE UNION. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE TRUSTEES, SUBJECT TO REVIEW AND APPROVAL BY THE FUNDS LEGAL COUNCIL. THE TRUSTEES ARE PROVIDED WITH A FINAL COPY OF THE RETURN AS ULTIMATLY FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 19 THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. FORM 990, PART VII LINE 1A - DEAN GUTZMAN AND SCOTT THRASHER SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF THE UPPER PENINSULA PLUMBERS AND PIPEFITTERS LOCAL 111, AND THE UPPER PENINSULA PLUMBER AND PIPEFITTERS EDUCATION FUND WHICH WERE CONTRIBUTING EMPLOYERS, TO THE FUND, AND AS SUCH, "RELATED ORGANIZATIONS" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. UP PLUMBERS & PIPEFITTERS PENSION 6525 CENTURION DRIVE LANSING MI 48917 386233970 PENSION MI 501A N/A false UP PLUMBERS & PIPEFITTERS DC PLAN 6525 CENTURION DRIVE LANSING MI 48917 383296005 PENSION MI 501A N/A false UP PLUMBERS & PIPEFITTERS EDUCATION 6525 CENTURION DRIVE LANSING MI 48917 386102222 EDUCATION MI 501C5 N/A false UP PLUMBERS & PIPEFITTERS LOCAL 111 2601 NORTH 30TH STREET ESCANABA MI 49829 381948506 LOCAL MI 501C5 N/A false AHERN J F N/A false AUGUST WINTER & SONS INC N/A false AZCO INC N/A false BEAUCHAMP PLUMBING & HEATING N/A false BERGER & KING INC N/A false CLIMATE PROS INC N/A false COENEN MECHANICAL N/A false DRESSELERMECHANICAL N/A false DUQUAINE INC N/A false ENERGY CONTROL & DESIGN N/A false FOUR STAR CONSGTRUCTION N/A false FRANKLIN HOLWERDA N/A false GREAT LAKES MECHANICAL N/A false GREEN JOHN E CO N/A false GRIFFITH STAINLESS WELDING N/A false HENKELS & MCCOY N/A false HURCKMAN MECHANICAL N/A false JAMAR CO N/A false JOHN'S REFRIGERATION N/A false JOHNSON & WOOD LLC N/A false JOHNSON CONTROLS INC N/A false LAKEHEAD CONSTRUCTORS N/A false MJ ELECTRIC LLC N/A false MEYER C R & SONS COMPANY N/A false MI BUILDING & CONST TRADES N/A false PETERSON PLUMBING & HEATING N/A false PRECISION PIPELINE N/A false PRIME MECHANICAL CONTRACTING N/A false RICHER'S REFIGERATION N/A false SCHECK MECHANICAL CORPORATION N/A false SIKORA SHEET METAL INC N/A false SMITH MECHANICAL CONTRACTORS N/A false SONGER SERVICES INC N/A false TWEETGAROT MECHANICAL N/A false UNITED CONTRACTORS INC N/A false VALLEY MECHANICAL INC N/A false VAN ERT ELECTRIC CO INC N/A false false false false false false false false false false false false false false false false false false false false