PLUMBER & PIPEFITTERS LOCAL UNION 803 HEALTH & WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBER & PIPEFITTERS LOCAL UNION 803 HEALTH & WELFARE FUND (EIN 59-6152618)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-06-11
- IRS object ID
- 201431629349300528
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-06-11T12:43:16-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320043599 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152618 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & PIPEFITTERS LOCAL UNION NO | BusinessNameLine1 |
| Business Name Line2 | 803 HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLUM | NameControl |
| Phone | 9045380100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32256 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD HORNE | Name |
| Title | TRUSTEE | Title |
| Phone | 9045380100 | Phone |
| Date Signed | 2014-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREG WALLENBECKER | Name |
| PTIN | P01451145 | PTIN |
| Phone | 3123680500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BERNARD HORNE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4156859 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2647201 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2579865 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 259348 | InvestmentIncomePriorYear |
| Investment Income Current Year | 183736 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2906549 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2763601 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 3046572 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 2803533 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 184959 | OtherExpensePriorYear |
| Other Expenses Current Year | 325001 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3231531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3128534 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -324982 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -364933 | RevenuesLessExpensesCY |
| Total Assets BOY | 5369496 | TotalAssetsBOY |
| Total Assets EOY | 4945390 | TotalAssetsEOY |
| Total Liabilities BOY | 20433 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 122133 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5349063 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4823257 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE FUND PROVIDES HEALTH, VISION, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 299 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EMPLOYEE BENEFIT ADMINISTR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9045380100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 SUITE | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32256 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| BERNARD HORNE | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DAVID GARLINGTON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| TIM MILES | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| GARY MONSON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| PAUL V JONES | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| AUDIE BAILEY | |||||
| TRUSTEE - PAST | 1.00 | X | 0 | 0 | 0 |
| BRAD GRABILL | |||||
| TRUSTEE | 1.00 | X | 0 | 79067 | 0 |
| CHARLES V NEWARK | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 79067 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CATAMARAN | |||||
| 2441 WARRENVILLE RD STE 610 | LISLE | IL | 605323542 | PRESCRIPTION BENEFIT PROVIDER | 648352 |
| ORLANDO REGIONAL HEALTHCARE SYSTEM | |||||
| PO BOX 91-7311 | ORLANDO | FL | 328917311 | HEALTHCARE PROVIDER | 433912 |
| ADVENTIST HEALTH SYSTEM SUNBELT | |||||
| 601 EAST ROLLINS STREET | ORLANDO | FL | 32803 | HEALTHCARE PROVIDER | 364658 |
| CIGNA HEALTH CARE | |||||
| 1111 MARKET STREET | CHATTANOOGA | TN | 37402 | BENEFIT ADMINISTRATION FEES | 119866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 2427599 | 2427599 |
| PARTICIPANT & RETIREE CONTRIBUTIO | 900099 | 152266 | 152266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2579865 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 192789 | TotalRevenueColumn |
| Exclusion | $192,789 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1384205 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1393258 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -9053 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9053 | TotalRevenueColumn |
| Exclusion | -$9,053 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2763601 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2579865 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $183,736 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2803533 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47484 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14205 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17547 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27933 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185087 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19884 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1825 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7692 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3344 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3128534 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465237 | BOY |
| EOY | 443557 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 154832 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307089 | BOY |
| EOY | 327619 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2054 | BOY |
| EOY | 2579 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4595116 | BOY |
| EOY | 4016803 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5369496 | BOY |
| EOY | 4945390 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20433 | BOY |
| EOY | 29623 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 92510 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20433 | BOY |
| EOY | 122133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5349063 | BOY |
| EOY | 4823257 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5349063 | BOY |
| EOY | 4823257 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5369496 | BOY |
| EOY | 4945390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -364933 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -160873 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BROKER | Description |
| Amount | $92,510 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 92510 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2574795 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -160873 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -160873 | RevenueNotRptdF990 |
| Revenue Subtotal | 2735668 | RevenueSubtotal |
| Investment Expenses Not Included | 27933 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 27933 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2763601 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3100601 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3100601 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 27933 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 27933 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3128534 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WHILE THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THEY HAS 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 8B | THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED, THROUGHLY REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE 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 19 | THE FUND MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND | |||||||||
| 8657 BAYPINE ROAD BUILDING 5 STE 20 | JACKSONVILLE | FL | 32256 | 596228172 | PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS | FL | 401(A) | N/A | 0 |
| UA LOCAL 803 | |||||||||
| CONTRIBUTING EMPLOYER | 0 | ||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (27 entries)
| Primary ActivityPrimaryActivity | Controlled OrgControlledOrg |
|---|---|
| ADLER MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AIRSTRON INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CARRIER CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| CELSIUS CONTRACTORS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CENTRAL FLORIDA MECHANICAL SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| FLORIDA MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| HILL YORK SERVICE CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| HONEYWELL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| IRVINE MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHN J KIRLIN SPECIAL PROJECTS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHNSON CONTROLS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JPI MECHANICAL SERVICES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KINETIC SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KIRLIN FLORIDA LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MDI SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MECHANICAL SERVICES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| P&G MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| PAGE PIPING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SAUER GROUP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SIEMENS BUILDING TECH INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SHUMATE MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| SYSTEM TECH SERVICES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| THERMETRICS CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| TRANSCAM MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| TRANSLOGIC CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| WW GAY MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| WALT DISNEY WORLD | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionType |
| Amount Involved | 93450 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Comments