PLUMBER & PIPEFITTERS LOCAL UNION 803 HEALTH & WELFARE FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PLUMBER & PIPEFITTERS LOCAL UNION 803 HEALTH & WELFARE FUND (EIN 59-6152618)
Tax period
2015-08-01 to 2016-07-31
Filed
2017-06-13
IRS object ID
201731649349300518
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-06-13T10:01:00-05:00ReturnTs
Tax Period End2016-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1311 S WACKER DRIVE STE 4000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596152618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & PIPEFITTERS LOCAL UNION NOBusinessNameLine1Txt
Business Name Line2803 HEALTH AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone9045380100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18657 BAYPINE ROAD BUILDING 5 NO 200AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD HORNEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9045380100PhoneNum
Signature2017-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREG WALLENBECKERPreparerPersonNm
PTINP01451145PTIN
Phone3123680500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBERNARD HORNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18657 BAYPINE ROAD BUILDING 5 NO 200AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,375,463GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1965FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,614,985PYProgramServiceRevenueAmt
CY Program Service Revenue$4,260,847CYProgramServiceRevenueAmt
PY Investment Income-$32,552PYInvestmentIncomeAmt
CY Investment Income$46,846CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$67,770CYOtherRevenueAmt
PY Total Revenue$3,582,433PYTotalRevenueAmt
CY Total Revenue$4,375,463CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,743,562PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,390,115CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$432,507PYOtherExpensesAmt
CY Other Expenses$644,722CYOtherExpensesAmt
PY Total Expenses$3,176,069PYTotalExpensesAmt
CY Total Expenses$3,034,837CYTotalExpensesAmt
PY Revenues Less Expenses$406,364PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,340,626CYRevenuesLessExpensesAmt
Total Assets BOY$3,210,869TotalAssetsBOYAmt
Total Assets EOY$4,609,363TotalAssetsEOYAmt
Total Liabilities BOY$32,725TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,670TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,178,144NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,565,693NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDES HEALTH, VISION, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document225IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL EMPLOYEE BENEFIT ADMINISTRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9045380100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18657 BAYPINE ROAD BUILDING 5 SUITEAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
BERNARD HORNE
TRUSTEE1.00Yes (X)$0$0$0
TIM MILES
TRUSTEE1.00Yes (X)$0$0$0
GARY MONSON
TRUSTEE1.00Yes (X)$0$0$0
PAUL V JONES
TRUSTEE1.00Yes (X)$0$0$0
BRANDON THOMAS
TRUSTEE1.00Yes (X)$0$0$0
BRAD GRABILL
TRUSTEE - PAST1.00Yes (X)$0$95,285$040.00
CHARLES V NEWARK
TRUSTEE - PAST1.00Yes (X)$0$0$0
WILLIE C GREGORY
TRUSTEE - NEW1.00Yes (X)$0$43,925$46,66340.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$139,210TotReportableCompRltdOrgAmt
Total Other Compensation$46,663TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ORLANDO HEALTH INC
PO BOX 62000 STOP 9936ORLANDOFL328919936HEALTHCARE PROVIDER$508,933
CATAMARAN
PO BOX 27275NEW YORKNY100877275PRESCRIPTION BENEFIT PROVIDER$471,720
FLORIDA HOSPITAL MEDICAL CTR
PO BOX 862304ORLANDOFL328862304HEALTHCARE PROVIDER$305,037
LAKELAND REGIONAL MEDICAL CTR
PO BOX 102049ATLANTAGA303682049HEALTHCARE PROVIDER$191,184
SHANDS HOSPITAL ACUTE
PO BOX 100005ATLANTAGA303480005HEALTHCARE PROVIDER$164,555
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$3,905,666$3,905,666
PARTICIPANT & RETIREE900099$211,275$211,275
STOP-LOSS RECOVERY900099$143,906$143,906
FieldValueIRS element (for citing)
Total Program Service Revenue$4,260,847TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,846TotalRevenueColumnAmt
Exclusion$46,846ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$67,770TotalRevenueColumnAmt
Exclusion$67,770ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$67,770OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,375,463TotalRevenueColumnAmt
Related Or Exempt Func Income$4,260,847RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$114,616ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,390,115TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$61,199TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$41,223TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,025TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,534TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$201,058TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,077TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,310TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,567TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
STOP-LOSS INSURANCE PRE$274,401
FEES MANDATED BY ACA$21,328

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,034,837TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$960,305BOYAmt
EOY$1,569,518EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$838,036BOYAmt
EOY$189,873EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$391,606BOYAmt
EOY$563,417EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,223BOYAmt
EOY$28,211EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,018,699BOYAmt
EOY$2,258,344EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,210,869BOYAmt
EOY$4,609,363EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,941BOYAmt
EOY$34,346EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,784BOYAmt
EOY$9,324EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,725BOYAmt
EOY$43,670EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,178,144BOYAmt
EOY$4,565,693EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,178,144BOYAmt
EOY$4,565,693EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,210,869BOYAmt
EOY$4,609,363EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,340,626ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$46,923NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACA REINSURANCE FEE LIABILITYDesc
Amt$9,324Amt
FieldValueIRS element (for citing)
Total Liability$9,324TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,420,852TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$46,923NetUnrealizedGainsInvstAmt
Revenue Not Reported$46,923RevenueNotReportedAmt
Revenue Subtotal$4,373,929RevenueSubtotalAmt
Investment Expenses Not Incld$1,534InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,534RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,375,463TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,033,303TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,033,303ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,534InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,534ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,034,837TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED CONTROL OVER DAY-TO-DAY MANAGEMENT DUTIES TO NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS, INC., A THIRD PARTY ADMINISTRATOR.
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED, THROUGHLY REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS
FORM 990, PART VI, SECTION C, LINE 19THE FUND MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND
8657 BAYPINE ROAD BUILDING 5 STE 20JACKSONVILLEFL32256596228172PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTSFL401(A)N/A0
UA LOCAL 803
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
ASSURANCE AIRE LLC
CONTRIBUTING EMPLOYER0
CARRIER CORPORATION
CONTRIBUTING EMPLOYER0
CELSIUS CONTRACTORS INC
CONTRIBUTING EMPLOYER0
CORRECT CONSTRUCTION
CONTRIBUTING EMPLOYER0
FLORIDA MECHANICAL
CONTRIBUTING EMPLOYER0
HILL YORK SERVICE CORP
CONTRIBUTING EMPLOYER0
HONEYWELL INTL INC
CONTRIBUTING EMPLOYER0
IRVINE MECHANICAL INC
CONTRIBUTING EMPLOYER0
JOHNSON CONTROLS INC
CONTRIBUTING EMPLOYER0
JPI MECHANICAL SERVICES
CONTRIBUTING EMPLOYER0
KINETICS SYSTEMS INC
CONTRIBUTING EMPLOYER0
KIRLIN FLORIDA LLC
CONTRIBUTING EMPLOYER0
MECHANICAL SERVICES INC
CONTRIBUTING EMPLOYER0
PAGE PIPING INC
CONTRIBUTING EMPLOYER0
SAUER GROUP INC
CONTRIBUTING EMPLOYER0
SHAW MECHANICAL SERVICES
CONTRIBUTING EMPLOYER0
SIEMENS BUILDING TECH IN
CONTRIBUTING EMPLOYER0
SYSTEM TECH SERVICES INC
CONTRIBUTING EMPLOYER0
THERMETRICS CORP
CONTRIBUTING EMPLOYER0
WALT DISNEY WORLD
CONTRIBUTING EMPLOYER0
WW GAY MECHANICAL CONTR
CONTRIBUTING EMPLOYER0
YANDLE TUBES LLC
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$163,505InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

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