UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UPPER PENINSULA PLUMBERS AND PIPEFITTERS HEALTH AND WELFARE FUN (EIN 38-6111803)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202231319349302368
- Schema version
- 2020v4.0
- 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 | 2022-05-11T09:34:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 STE 100 | 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 | 2020-07-01 | 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 & | BusinessNameLine1Txt |
| Business Name Line2 | PIPEFITTERS HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 5173217502 | 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN GUTZMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2022-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEAN | PersonFirstNm |
| Person Last | GUTZMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STULZ | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEAN GUTZMAN | PrincipalOfficerNm |
| Gross Receipts | $5,649,707 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MI | 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 |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,133,594 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,992,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $357,790 | PYInvestmentIncomeAmt |
| CY Investment Income | $530,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,215 | PYOtherRevenueAmt |
| CY Other Revenue | $54,174 | CYOtherRevenueAmt |
| PY Total Revenue | $4,558,599 | PYTotalRevenueAmt |
| CY Total Revenue | $4,577,812 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,909,551 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $4,494,950 | 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 | $459,466 | PYOtherExpensesAmt |
| CY Other Expenses | $547,470 | CYOtherExpensesAmt |
| PY Total Expenses | $3,369,017 | PYTotalExpensesAmt |
| CY Total Expenses | $5,042,420 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,189,582 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$464,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,957,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,930,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,114,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,281,262 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,843,431 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,649,407 | 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 |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO ACTIVE AND RETIRED MEMBERS OF LABOR UNIONS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | false | 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 | Yes (true) | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8136666900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO HARBOR PLACE | AddressLine1Txt |
| Address Line2 | 302 KNIGHTS RUN AVE SUITE 1101 | AddressLine2Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $86,978 | $76,499 |
| SCOTT PENDEGRAFT | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $83,482 | $75,367 |
| GEORGE CAVADEAS | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| MIKE HANSON | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| YATES VANDEN HEUVEL | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JAMES MONSON | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| GREGORY SUDDERTH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KIP ZILISCH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $170,460 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,866 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | 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. | $204,053 |
| NOVARA TESIJA CATENACCI PLLC | |||||
| 888 W BIG BEAVER RD STE 600 | TROY | MI | 48084 | LEGAL | $136,821 |
| 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 | $3,688,234 | $3,688,234 |
| PARTICIPANT CONTRIBUTIONS | 230000 | $304,616 | $304,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,992,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,198 | TotalRevenueColumnAmt |
| Exclusion | $218,198 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,384,485 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,071,895 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $312,590 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $312,590 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATES | 900099 | $51,242 | $51,242 |
| OTHER | 900099 | $2,932 | $2,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,577,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,359,614 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $218,198 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,494,950 | TotalAmt |
| Program Services | $4,494,950 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,967 | TotalAmt |
| Management And General | $135,967 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,716 | TotalAmt |
| Management And General | $134,716 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,790 | TotalAmt |
| Management And General | $17,790 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,130 | TotalAmt |
| Management And General | $15,130 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,570 | TotalAmt |
| Management And General | $202,570 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,333 | TotalAmt |
| Management And General | $15,333 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181 | TotalAmt |
| Management And General | $1,181 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,783 | TotalAmt |
| Management And General | $24,783 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,042,420 | TotalAmt |
| Program Services | $4,494,950 | ProgramServicesAmt |
| Management And General | $547,470 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,311 | BOYAmt |
| EOY | $140,573 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,658 | BOYAmt |
| EOY | $2,661 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,674 | BOYAmt |
| EOY | $402,036 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,080 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,268,029 | BOYAmt |
| EOY | $10,385,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,957,752 | BOYAmt |
| EOY | $10,930,669 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,321 | BOYAmt |
| EOY | $78,262 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,060,000 | BOYAmt |
| EOY | $3,203,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,114,321 | BOYAmt |
| EOY | $3,281,262 | 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 | $7,843,431 | BOYAmt |
| EOY | $7,649,407 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,843,431 | BOYAmt |
| EOY | $7,649,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,957,752 | BOYAmt |
| EOY | $10,930,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$464,608 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $270,584 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCUMULATED ELIGIBILITY & IBNR | Desc |
| Amt | $3,203,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,203,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,875,271 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $312,589 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $312,589 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,562,682 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,130 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,130 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,577,812 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,027,290 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,027,290 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,130 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,130 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,042,420 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|
| DEAN GUTZMAN | |||
| CHAIRMAN | $86,978 | $76,499 | $163,477 |
| SCOTT PENDEGRAFT | |||
| TRUSTEE | $83,482 | $75,367 | $158,849 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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 | |||||||||
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (30 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AZCO INC | |
| N/A | false |
| BEAUCHAMP PLUMBING & HEATING | |
| N/A | false |
| BERGER & KING INC | |
| N/A | false |
| CARRIER BUILDING SERVICES | |
| N/A | false |
| CLIMATE PROS INC | |
| N/A | false |
| DAMON PLUMBING & HEATING | |
| N/A | false |
| DEHOOGHE & VIAU MECHANICAL | |
| N/A | false |
| DMI INC | |
| N/A | false |
| DUQUAINE INC | |
| N/A | false |
| GOYETTE MECHANICAL | |
| N/A | false |
| GREAT LAKES MECHANICAL INC | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HOOPER CORPORATION | |
| N/A | false |
| JAMAR CO | |
| N/A | false |
| JOHNSON & WOOD LLC | |
| N/A | false |
| JOHNSON CONTROLS INC | |
| N/A | false |
| KEOUGH MECHANICAL CORP | |
| N/A | false |
| MEYER CR & SONS COMPANY | |
| N/A | false |
| MECHANICAL INC | |
| N/A | false |
| MJ ELECTRIC LLC | |
| N/A | false |
| MI BUILDING & CONST TRADES | |
| N/A | false |
| PRIME MECHANICAL CONTRACTING | |
| N/A | false |
| RICHER'S REFIGERATION | |
| N/A | false |
| RICK'S MECHANICAL CONTRACTING | |
| N/A | false |
| SCHECK MECHANICAL CORPORATION | |
| N/A | false |
| SIKORA SHEET METAL INC | |
| N/A | false |
| TWEETGAROT MECHANICAL | |
| N/A | false |
| UNITED CONTRACTORS INC | |
| N/A | false |
| VALLEY MECHANICAL INC | |
| N/A | false |
| WINTER AUGUST & SONS INC | |
| 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 |