UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN (EIN 38-6111803)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-07
- IRS object ID
- 202521279349302782
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T15:31:26-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benda Grace Stulz & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 Van Dyke Ave | AddressLine1Txt |
| City | Sterling Heights | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386111803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Upper Peninsula Plumbers and Pipefitters Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 W Loomis Road | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN GUTZMAN | PersonNm |
| Person Title | TRUST CHAIR | PersonTitleTxt |
| Phone | 4147777203 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bryan D Stulz | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,468,767 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,717,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,886,170 | CYProgramServiceRevenueAmt |
| PY Investment Income | $268,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $301,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | $167,749 | PYOtherRevenueAmt |
| CY Other Revenue | $280,648 | CYOtherRevenueAmt |
| PY Total Revenue | $5,153,967 | PYTotalRevenueAmt |
| CY Total Revenue | $5,468,767 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $4,575,103 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $4,451,083 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $438,420 | PYOtherExpensesAmt |
| CY Other Expenses | $488,289 | CYOtherExpensesAmt |
| PY Total Expenses | $5,013,523 | PYTotalExpensesAmt |
| CY Total Expenses | $4,939,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $140,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $529,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,890,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,393,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,496,804 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,098,541 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,393,521 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,295,227 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS, UNDER THE TERMS OF THE PLAN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,939,372 | ExpenseAmt |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO ACTIVE AND RETIRED MEMBERS OF LABOR UNIONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT | Desc |
| Total Program Service Expenses | $4,939,372 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Zenith Administrators | PersonNm |
| Phone | 4147777203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 W Loomis Road | AddressLine1Txt |
| City | Greendale | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DEAN GUTZMAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $98,394 | $0 |
| SCOTT PENDEGRAFT | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $94,390 | $0 |
| DAN OSTOLA | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT THRASHER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KIP ZILISCH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| YATES VANDEN HEUVEL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| ERIC BREY | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JAMES MONSON | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $192,784 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | |||||
| 411 W LAFAYETTE | Detroit | MI | 48226 | HEALTH ADMIN | $259,138 |
| ZENITH AMERICAN | |||||
| 110 CRESCENT CNTR PRKWY | Tucker | GA | 30084 | 3RD PARTY ADMIN | $143,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | $4,615,652 | $4,615,652 |
| SELF PAYMENTS | 230000 | $270,518 | $270,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,886,170 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $301,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $301,949 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESCRIPTION REBATES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $280,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $280,648 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $280,648 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,468,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,468,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,451,083 | TotalAmt |
| Program Services | $4,451,083 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,944 | TotalAmt |
| Program Services | $143,944 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,631 | TotalAmt |
| Program Services | $85,631 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,900 | TotalAmt |
| Program Services | $17,900 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,292 | TotalAmt |
| Program Services | $16,292 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,630 | TotalAmt |
| Program Services | $188,630 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,661 | TotalAmt |
| Program Services | $19,661 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,444 | TotalAmt |
| Program Services | $3,444 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,787 | TotalAmt |
| Program Services | $12,787 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,939,372 | TotalAmt |
| Program Services | $4,939,372 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,633 | BOYAmt |
| EOY | $262,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,389 | BOYAmt |
| EOY | $10,678 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,297 | BOYAmt |
| EOY | $400,004 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,518 | BOYAmt |
| EOY | $1,516 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,512,753 | BOYAmt |
| EOY | $8,667,167 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,735 | BOYAmt |
| EOY | $1,051,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,890,325 | BOYAmt |
| EOY | $10,393,768 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,804 | BOYAmt |
| EOY | $178,541 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,000 | BOYAmt |
| EOY | $2,920,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,496,804 | BOYAmt |
| EOY | $3,098,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,393,521 | BOYAmt |
| EOY | $7,295,227 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,393,521 | BOYAmt |
| EOY | $7,295,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,890,325 | BOYAmt |
| EOY | $10,393,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $529,395 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $372,311 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,051,508 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,051,508 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS INCURRED BUT NOT REPORTED | $146,000 |
| ACCUMULATED ELIGIBILITY CREDITS | $2,774,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,920,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,824,786 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $372,311 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $372,311 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,452,475 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,292 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,292 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,468,767 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,923,080 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,923,080 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,292 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,292 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,939,372 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | Form 990, Part VI - Additional InformationLine 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. |
| Member election for additional members Part VI line 7a | Form 990, Part VI, Line 7a - Election of Members and Their RightsEmployer 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 governing body review Part VI line 11 | Form 990, Part VI, Line 11b - Organizations Process to Review Form 990The Form 990 is presented and approved at a meeting of the Trustees,subject to review and approval by the Funds legal council. The Trusteesare provided with a final copy of the return as ultimatly filed with theIRS. |
| Conflict of interest policy compliance Part VI line 12c | Line 12 - Annually, each Trustee must answer the fiduciary liability insurance renewal questionaire, which contains questions regarding potential and actual conflicts of interest. |
| Other officer or key employee compensation Part VI line 15b | 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. |
| Governing documents etc available to public Part VI line 19 | Form 990, Part VI, Line 19 - Governing Documents Disclosure ExplanationThe Fund is established and maintained pursuant to the Employee RetirementIncome Security Act of 1974, as amended. It operates in compliance withthe Reporting and Disclosure requirements of Subtitle B, Part 1 ERISA withrespect to disclosure of its governing documents and financial information.It operates in compliance with the Fiduciary Responsibility requirements ofSubtitle B, part 4 of ERISA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UP PLUMBERS & PIPEFITTERS PENSION | |||||||||
| 5200 W LOOMIS ROAD | Greendale | WI | 53129 | 386233970 | PENSION | WI | 501A | N/A | false |
| UP PLUMBERS & PIPEFITTERS DC PLAN | |||||||||
| 5200 W LOOMIS ROAD | Greendale | WI | 53129 | 383296005 | PENSION | WI | 501A | N/A | false |
| UP PLUMBERS & PIPEFITTERS EDUCATION | |||||||||
| 5200 W LOOMIS ROAD | Greendale | WI | 53129 | 386102222 | EDUCATION | WI | 501C5 | N/A | false |
| UP PLUMBERS & PIPEFITTERS LOCAL 111 | |||||||||
| 2601 NORTH 30TH STREET | Escanaba | MI | 49829 | 381948506 | LOCAL | MI | 501C5 | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (31 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| Advantage Industrial Systems LLC | |
| N/A | false |
| August Winter & Sons Inc | |
| N/A | false |
| Beauchamp Plumbing & Heating | |
| N/A | false |
| Berger & King Inc | |
| N/A | false |
| CFMVR TESCO | |
| N/A | false |
| COENEN MECHANICAL | |
| N/A | false |
| Dresseler Mechanical Inc DMI | |
| N/A | false |
| Duquaine Incorporated | |
| N/A | false |
| Franklin Holwerda Company | |
| N/A | false |
| Great Lakes Mechanical Inc | |
| N/A | false |
| Henkels & Mccoy Inc | |
| N/A | false |
| Hurckman Mechanical Ind Inc | |
| N/A | false |
| Jamar Co The | |
| N/A | false |
| Johns Refrigeration Inc | |
| N/A | false |
| Johnson & Wood Llc | |
| N/A | false |
| Johnson Controls Inc | |
| N/A | |
| M J Electric Llc248700Po Box 686 | |
| N/A | false |
| Mastercraft Plumbing | |
| N/A | false |
| Meyer CR & Sons Company | |
| N/A | false |
| Mi Building & Const Trades | |
| N/A | false |
| Nicolet Shores Plumbing Inc | |
| N/A | false |
| PETERSEN PLUMBING & HEATING CO | |
| N/A | false |
| Prime Mechanical Contracting | |
| N/A | false |
| Richers Refrigeration | |
| N/A | false |
| Scheck Mechanical Corporation | |
| N/A | false |
| Sikora Sheet Metal Inc | |
| 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 |
| Wright Plumbing Heating & Cooling | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |