2015-10-30T14:33:56-05:00 2014-12-31 208078757 SALTER & COMPANY LLC 4600 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 208143415 990 2014-01-01 526047277 PLUMBERS & STEAMFITTERS UNION LOCAL NO 10 HEALTH & WELFARE PLUM 6158590131 PO BOX 1449 GOODLETTSVILLE TN 37070 STUART WATERS TRUSTEE 4108729500 2015-10-30 1 PETER P OSMAN CPA P00366693 3018307400 2015-10-29 X 2014 2016-04-25 22:37:26Z STUART WATERS 701 STOCKTON ST RICHMOND VA 23224 4148290 0 X N/A X 1963 VA TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENTS. 6 0 0 0 0 0 0 0 3488557 3863114 285419 99613 0 0 3773976 3962727 0 0 3599485 3671403 0 0 0 0 0 472815 438137 4072300 4109540 -298324 -146813 8863607 9200785 63659 19967 8799948 9180818 TO PROVIDE HEALTH CARE, LIFE INSURANCE, PRESCRIPTION DRUGS, DISABILITY AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. 0 0 TO PROVIDE HEALTH CARE, LIFE INSURANCE, PRESCRIPTION DRUGS, DISABILITY AND WEEKLY ACCIDENT & SICKNESS BENEFITS ADMINISTERED UNDER A COLLECTIVELY BARGAINED AGREEMENT TO MEMBERS OF PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 149 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X SOUTHERN BENEFIT ADMINISTRATORS 6158590131 PO BOX 1449 GOODLETTSVILLE TN 37070 STUART WATERS UNION TRUSTEE 5.00 40.00 X 0 82159 60325 STEVE MARTIN UNION TRUSTEE 5.00 40.00 X 0 69228 52744 NEALE KELLEY UNION TRUSTEE 5.00 40.00 X 0 0 0 ROYDEN GOODSON EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 MICHAEL PANTELE EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 RENEE ROBERTS EMPLOYER TRUSTEE 5.00 40.00 X 0 0 0 0 151387 113069 0 0 0 0 CVS CAREMARK 695 GEORGE WASHINGTON HWY LINCOLN RI 02865 PRESCRIPTIONS 897655 ANTHEM HEALTH HMO 2221 EDWARD HOLLAND DR RICHMOND VA 23230 INSURANCE 325495 SOUTHERN BENEFIT ADMINISTRATORS PO BOX 1449 GOODLETTSVILLE TN 37070 TPA 253154 3 EMPLOYER CONTRIBUTIONS 525100 2190256 2190256 RECIPROCAL INCOME 525100 956014 956014 RETIREE SELF-PAY CONTRIBUTIONS 525100 619622 619622 EMPLOYEE CONTRIBUTIONS 525100 97222 97222 3863114 10 10 285166 185563 99603 99603 99603 3962727 3863114 0 99613 3671403 172200 23206 11357 10166 9000 11123 6800 4520 NETWORK ACCESS FEES 73874 RICHMOND OFFICE 66312 UTILIZATION REVIEW 35709 BANK FEES 8095 5775 4109540 -14453 -19034 298236 242801 347452 403177 3451 3451 6300 5649 8222621 8564741 8863607 9200785 63659 19967 63659 19967 X 8799948 9180818 0 0 0 0 8799948 9180818 8863607 9200785 -146813 527683 0 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUSTS 8564741 F 8564741 X 4480244 527683 527683 3952561 10166 10166 3962727 4099374 0 4099374 10166 10166 4109540 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. VARIOUS CASH ADVANCE FOR MEETING EXPENSES X 3451 0 1 1 3451 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE RETURN IS PROVIDED TO THE BOARD BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS UNION LO NO 10 INDIVIDUAL ACCOUNT PLAN PO BOX 1449 GOODLETTSVILLE TN 37070 541739199 PENSION FUND VA 401(A) 0 PLUMBERS & STEAMFITTERS UNION LO NO 10 JATC PO BOX 1449 GOODLETTSVILLE TN 37070 237411075 APPRENTICE AND TRAINING FUND VA 501(C)(3) 0 PLUMBERS & STEAMFITTERS LOCAL 10 701 STOCKTON ST RICHMOND VA 23224 540403430 SERVICE MEMBERS VA 501(C)(5) 0 BEST PLUMBING & PIPING LLC JOHNSON MECHANCIAL SERVICE OF VIRGINIA LLC MECHANICAL SOLUTIONS LLC YANDLE TUBES LLC ARMISTEAD MECHANICAL INC BFE CONSTRUCTION INC CARRIER CORP CHEWNING & WILMER INC COMMERCIAL MECH SER INC CRAFTCORPS INC D&D MECHANICAL INC DAY & ZIMMERMAN NPS DYNAMIC SYSTEMS INC FRANK LILL & SON HARRIS CONTRACTORS HONEYWELL INC INDUSTRIAL REFRIGERATION JOHNSON CONTROLS INC JONES LANG LASALLE AMERICAS KINETIC SYSTEMS INC MILLER PIPELINE CORP MMC CONTRACTORS NORTHEAST INC NATIONAL PENSION FUND NATIONAL STEEL ERECTION INC PCI ENERGY SERVICES PEPCO GOVT SERVICES PHENIX PLUMBING INC POWER PIPING CO R S HARRITAN & CO INC SIEMENS INDUSTRY INC SOMERSET STEEL ERECTION COMPANY THE STATE GROUP INDUTRIAL USA TRI TOOL POWER SERVICES UNITED CONSTRUCTION CO VIRGINIA PIPE TRADES WE BOWERS WALTER YODER & SONS WARWICK PLUMBING & HTG WEATHER CONTROL INC WILLIS MECHANICAL INC WILSON MECHANICAL SERVICE BOARD OF TRUSTEES - PLUMBERS AND STEAMFITTERS UNION LOCAL NO 10 HEALTH FD PO BOX 1449 GOODLETTSVILLE TN 37070 526047277 PLAN SPONSOR VA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0