PLUMBERS AND STEAMFITTERS UNION 10 HEALTH AND WELFARE FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PLUMBERS AND STEAMFITTERS UNION 10 HEALTH AND WELFARE FUND (EIN 52-6047277)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-24
IRS object ID
201442979349300414
Schema version
2013v3.0
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)
Return2014-10-24T09:39:06-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208078757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SALTER & COMPANY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST-WEST HIGHWAY SUITE 300AddressLine1
CityBETHESDACity
StateMDState
ZIP Code208143415ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526047277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLUMBERS & STEAMFITTERS UNION LOCALBusinessNameLine1
Business Name Line2NO 10 HEALTH & WELFAREBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPLUMBusinessNameControlTxt
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1
CityGOODLETTSVILLECity
StateTNState
ZIP Code37070ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART WATERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4108729500PhoneNum
Signature2014-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER P OSMAN CPAPreparerPersonNm
PTINP00366693PTIN
Phone3018307400PhoneNum
Preparation2014-10-21PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTUART WATERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 STOCKTON STAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code23224ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$4,508,850GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1963FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
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$4,294,858PYProgramServiceRevenueAmt
CY Program Service Revenue$3,488,557CYProgramServiceRevenueAmt
PY Investment Income$3,323PYInvestmentIncomeAmt
CY Investment Income$285,419CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,298,181PYTotalRevenueAmt
CY Total Revenue$3,773,976CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,706,287PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,599,485CYBenefitsPaidToMembersAmt
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$434,577PYOtherExpensesAmt
CY Other Expenses$472,815CYOtherExpensesAmt
PY Total Expenses$4,140,864PYTotalExpensesAmt
CY Total Expenses$4,072,300CYTotalExpensesAmt
PY Revenues Less Expenses$157,317PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$298,324CYRevenuesLessExpensesAmt
Total Assets BOY$8,985,009TotalAssetsBOYAmt
Total Assets EOY$8,863,607TotalAssetsEOYAmt
Total Liabilities BOY$9,278TotalLiabilitiesBOYAmt
Total Liabilities EOY$63,659TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,975,731NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,799,948NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO 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.Desc
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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 OutstandingYes (1)LoanOutstandingInd
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 Document118IRPDocumentCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
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 Line1SOUTHERN BENEFIT ADMINISTRATORSBusinessNameLine1
FieldValueIRS element (for citing)
Phone6158590131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1449AddressLine1
CityGOODLETTSVILLECity
StateTNState
ZIP Code37070ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STUART WATERS
UNION TRUSTEE5.0040.00Yes (X)$0$81,411$0
STEVE MARTIN
UNION TRUSTEE5.0040.00Yes (X)$0$65,582$0
NEALE KELLEY
UNION TRUSTEE5.0040.00Yes (X)$0$0$0
ROYDEN GOODSON
EMPLOYER TRUSTEE5.0040.00Yes (X)$0$0$0
MICHAEL PANTELE
EMPLOYER TRUSTEE5.0040.00Yes (X)$0$0$0
RENEE ROBERTS
EMPLOYER TRUSTEE5.0040.00Yes (X)$0$0$0
WAYNE CASTLEBERRY
UNION TRUSTEE5.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$146,993TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ANTHEM HEALTH HMO
2221 EDWARD HOLLAND DRRICHMONDVA23230INSURANCE$920,829
CVS CAREMARK
695 GEORGE WASHINGTON HWYLINCOLNRI02865PRESCRIPTIONS$561,085
SOUTHERN BENEFIT ADMINISTRATORS
PO BOX 1449GOODLETTSVILLETN37070TPA$265,333
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$2,070,231$2,070,231
RECIPROCAL INCOME525100$683,106$683,106
RETIREE SELF-PAY CONTRIBUTIONS525100$622,289$622,289
EMPLOYEE CONTRIBUTIONS525100$112,931$112,931
FieldValueIRS element (for citing)
Total Program Service Revenue$3,488,557TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71TotalRevenueColumnAmt
Exclusion$71ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,020,222SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$734,874SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$285,348SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$285,348TotalRevenueColumnAmt
Exclusion$285,348ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,773,976TotalRevenueColumnAmt
Related Or Exempt Func Income$3,488,557RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$285,419ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,599,485TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$165,600TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$38,854TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,282TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,286TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,844TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,538TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,429TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
RICHMOND OFFICE$91,837
NETWORK ACCESS FEES$82,024
UTILIZATION REVIEW$24,980
BANK FEES$8,830

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,311TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,072,300TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$19,017BOYAmt
EOY-$14,453EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$563,697BOYAmt
EOY$298,236EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$359,761BOYAmt
EOY$347,452EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$3,451BOYAmt
EOY$3,451EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,162BOYAmt
EOY$6,300EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,074,955BOYAmt
EOY$8,222,621EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,985,009BOYAmt
EOY$8,863,607EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,278BOYAmt
EOY$63,659EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,278BOYAmt
EOY$63,659EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$8,975,731BOYAmt
EOY$8,799,948EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,975,731BOYAmt
EOY$8,799,948EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,985,009BOYAmt
EOY$8,863,607EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$298,324ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$122,541NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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 Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUSTSDesc
Book Value$8,222,621BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$8,222,621TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,881,231TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$122,541NetUnrealizedGainsInvstAmt
Revenue Not Reported$122,541RevenueNotReportedAmt
Revenue Subtotal$3,758,690RevenueSubtotalAmt
Investment Expenses Not Incld$15,286InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$15,286RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,773,976TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,057,014TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,057,014ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,286InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$15,286ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,072,300TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2013. 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 2010.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonVARIOUSPersonNm
Loan PurposeCASH ADVANCE FOR MEETING EXPENSESLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Balance Due$3,451BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$3,451TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE RETURN IS PROVIDED TO THE BOARD BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST.
PART XI, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
PLUMBERS & STEAMFITTERS UNION LO NO 10 INDIVIDUAL ACCOUNT PLAN
PO BOX 1449GOODLETTSVILLETN37070541739199PENSION FUNDVA401(A)0
PLUMBERS & STEAMFITTERS UNION LO NO 10 JATC
PO BOX 1449GOODLETTSVILLETN37070237411075APPRENTICE AND TRAINING FUNDVA501(C)(3)0
OHIO PLUMBERS LOCAL 495
5 HOT METAL STREET SUITE 200PITTSBURGHPA15203SERVICE MEMBERSPA501(C)(5)0
PLUMBERS & STEAMFITTERS LOCAL 10
701 STOCKTON STRICHMONDVA23224540403430SERVICE MEMBERSVA501(C)(5)0
BOARD OF TRUSTEES - PLUMBERS AND STEAMFITTERS UNION LOCAL NO 10 HEALTH FD
PO BOX 1449GOODLETTSVILLETN37070526047277PLAN SPONSORVA501(C)(9)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

JOHNSON MECHANICAL SERVICE OF VA LLC
MECHANICAL SOLUTIONS LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

ARMISTEAD MECHANICAL INC
BOWEN ENGINEERING CORP
CARRIER CORP
CHEWNING & WILMER INC
COMMERCIAL MECH SER INC
CRAFTCORPS INC
D&D MECHANICAL INC
DAY & ZIMMERMANN
DOMINION ENERGY MGMT
HONEYWELL INC
INDUSTRIAL MECHANICAL INC
JONES LANG LASALLE AMERICAS
JOHNSON CONTROLS
MILLER PIPELINE CORP
PCI ENERGY SERVICES
PEPCO GOVT SERVICES
PRECISION INDUSTRIES INC
R S HARRITAN & CO INC
SIEMENS INDUSTRY INC
SOMERSET STEEL ERECTION CO
SWISSLOG TRANSLOGIC CORP
TOTAL FACILITY SOLUTIONS
VIRGINIA PIPE TRADES
WARWICK PLUMBING & HTG
WE BOWERS
WEATHER CONTROL INC
WILSON MECHANICAL SERVICE
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 Org0TransferFromOtherOrgInd

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