2021-01-21T12:50:09-06:00 2020-05-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 46240 990 2019-06-01 351899607 PLUMBERS AND STEAMFITTERS LOCAL 440 HEALTH & WELFARE PLAN PLUM 7654478803 3440 KOSSUTH STREET PO BOX 5769 LAFAYETTE IN 479035769 DONALD BOUGH SECRETARY/TREASURER 7654478803 2021-01-13 true MICHELLE L ZIMMERMAN P00266120 3175661000 2021-01-13 2019 2022-09-23 18:48:47Z DONALD BOUGH 1521 BROOKVILLE CROSSING WAY INDIANAPOLIS IN 46239 41437397 false X N/A X 1993 IN TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 6 6 0 6 0 0 26549302 28765425 610889 656956 1191 1614 27161382 29423995 0 24992203 27265182 0 0 0 1484358 1621484 26476561 28886666 684821 537329 22357794 27039614 14305498 17922174 8052296 9117440 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. false false TO PROVIDE HEALTH AND WELFARE, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, DISABILITY, PRESCRIPTION DRUG, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false true false false false true true 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 330 0 0 false false false false false false false false X 6 6 false true false false false false false true true false false true true true true true true false false false IN X STEWART C MILLER CO INC 7654478803 3440 KOSSUTH STREET LAFAYETTE IN 479035769 X JOHN BEAMAN TRUSTEE 1.00 X 0 0 0 DONALD BOUGH SECRETARY/TR 1.00 X X 0 0 0 MIKE BROOKS TRUSTEE 1.00 X 0 0 0 GREG FULLER CHAIRMAN 1.00 X X 0 0 0 JOHN RAYBURN TRUSTEE 1.00 X 0 0 0 MICHAEL RUSSELL TRUSTEE 1.00 X 0 0 0 false false false ACTIVATE HEALTHCARE 5550 S EAST ST INDIANAPOLIS IN 46227 CLINIC SERVICES 998801 UNITED HEALTHCARE INSURANCE 4316 RICE LAKE RD DULUTH MN 55811 MEDICARE DRUG 972457 ANTHEM BLUE CROSS AND BLUE SHIELD 220 VIRGINIA AVENUE INDIANAPOLIS IN 46204 PPO FEES 726264 STEWART C MILLER & COMPANY INC 3440 KOSSUTH STREET LAFAYETTE IN 47903 ADMINISTRATIVE 619984 4 EMPLOYER CONTRIBUTIONS 525100 26646715 26646715 PARTICIPANT CONTRIBUTIONS 525100 2118710 2118710 28765425 503462 503462 12166896 12013402 153494 153494 153494 MISCELLANEOUS INCOME 900099 1614 1614 1614 29423995 29423995 27265182 21570 14000 51018 49625 77355 2350 7468 6076 8084 PPO/RX ADMIN FEES 745742 ADMINISTRATIVE FEES 616643 TRANSITIONAL REINSURANCE 21553 28886666 0 0 0 2725798 6644162 120470 163137 3517162 3105154 256064 262589 190874 26369 170581 164505 15567719 16700067 22357794 27039614 183116 313327 14122382 17608847 14305498 17922174 X 8052296 9117440 8052296 9117440 22357794 27039614 537329 527815 X false true X true false 177734 20204 157530 13140 6165 6975 164505 ACCUMULATED ELIGIBILITY CREDITS 12002000 CLAIMS INCURRED BUT NOT REPORTED 5350960 MEDICAL CLAIMS PAYABLE 148040 PRESCRIPTION DRUG PAYABLE 107847 17608847 X 29900792 527815 527815 29372977 51018 51018 29423995 28835648 28835648 51018 51018 28886666 SCHEDULE D, PAGE 3, PART X THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON APRIL 11, 1994, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (CODE). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501 (C)(9) AS OF THE FINANCIAL STATEMENT DATE. THE PLAN IS SUBJECT TO EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 WAS FILED. FORM 990, PART VI SECTION B: LINES 13 AND 14 - POLICY THE BOARD OF TRUSTEES AND THE PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WRITTEN WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE PLAN TO STEWART C. MILLER AND COMPANY, INC., THIRD PARTY ADMINISTRATORS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE BOARD OF TRUSTEES AND PLAN CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. 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