WEST MICHIGAN PLUMBERS & FITTERS LOCAL 174 HEALTH & WELFARE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEST MICHIGAN PLUMBERS & FITTERS LOCAL 174 HEALTH & WELFARE (EIN 38-6519330)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-09
- IRS object ID
- 201340999349300429
- Schema version
- 2011v1.5
- 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 | 2013-04-09T15:45:05-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382088116 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRICKLEY DELONG PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 999 | AddressLine1 |
| City | MUSKEGON | City |
| State | MI | State |
| ZIP Code | 494430999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386519330 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST MI PLUMBERS FITTERS AND SERVICE | BusinessNameLine1 |
| Business Name Line2 | TRADES LOCAL 174 HEALTH & BENEFITS PLAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 6168370222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 OMALLEY DRIVE | AddressLine1 |
| City | COOPERSVILLE | City |
| State | MI | State |
| ZIP Code | 49404 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK D MANGIONE | Name |
| Title | CHAIRMAN OF THE BOARD OF TRUSTEES | Title |
| Phone | 6168370222 | Phone |
| Date Signed | 2013-04-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA K JACOBS | Name |
| PTIN | P00691360 | PTIN |
| Phone | 2317265800 | Phone |
| Date Prepared | 2013-04-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK D MANGIONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1008 OMALLEY DRIVE | AddressLine1 |
| City | COOPERSVILLE | City |
| State | MI | State |
| ZIP Code | 49404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31873321 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE WEST MICHIGAN PLUMBERS FITTERS AND SERVICE TRADES UNION LOCAL NO. 174. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | 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 | 8691240 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8887520 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 811598 | InvestmentIncomePriorYear |
| Investment Income Current Year | 696054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 361079 | OtherRevenuePriorYear |
| Other Revenue Current Year | 278640 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9863917 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9862214 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7805389 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 8035681 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1330 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2099 | 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 | 947429 | OtherExpensePriorYear |
| Other Expenses Current Year | 938677 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8754148 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8976457 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1109769 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 885757 | RevenuesLessExpensesCY |
| Total Assets BOY | 19461739 | TotalAssetsBOY |
| Total Assets EOY | 20390636 | TotalAssetsEOY |
| Total Liabilities BOY | 51025 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24768 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19410714 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20365868 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE WEST MICHIGAN PLUMBERS FITTERS AND SERVICE TRADES UNION LOCAL NO. 174. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ALL EXPENDITURES ARE FOR PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 810 MEMBERS SERVED. | 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 | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 94 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART C MILLER & CO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8007596944 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 WEST LINCOLN HIGHWAY | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARK MANGIONE | ||||||
| UNION TRUSTEE, CHAIRMAN | 1.00 | X | X | 0 | 88851 | 71844 |
| KIRK STEVENSON | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY WILKERSON | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 85465 | 65629 | |
| AMY JONES | ||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT DIXON | ||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN NIC | ||||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CINDY MORSE | ||||||
| MANAGEMENT TRUSTEE, ALT | 1.00 | X | 0 | 0 | 0 | |
| JON PENNING | ||||||
| MANAGEMENT TRUSTEE, SEC'Y | 1.00 | X | X | 0 | 0 | 0 |
| HARVEY CUMMINGS II | ||||||
| UNION 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 | 174316 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137473 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD OF MICHIGAN | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 E LAFAYETTE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INSURANCE ADMINISTRATION FEES | DescriptionOfServices |
| Compensation | 323106 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLR. AND PART. CONTR | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 8887520 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8887520 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8887520 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 611966 | TotalRevenueColumn |
| Exclusion | $611,966 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22095195 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22011107 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84088 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84088 | TotalRevenueColumn |
| Exclusion | $84,088 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PRESCRIPTION DRUG COST | 525100 | 134291 | 134291 |
| MEDICARE PART D SUBSID | 525100 | 94125 | 94125 |
| STOP-LOSS REIMBURSEMEN | 525100 | 48434 | 48434 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1790 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1790 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 278640 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9862214 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9166160 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $696,054 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8035681 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2099 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352955 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58932 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21269 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29787 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51804 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9805 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6979 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378441 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MI CLAIMS TAX | 25013 |
| BANK FEES | 3089 |
| MISCELLANEOUS | 603 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8976457 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242326 | BOY |
| EOY | 792029 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 982460 | BOY |
| EOY | 992903 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366040 | BOY |
| EOY | 246248 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17870913 | BOY |
| EOY | 18358571 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 885 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19461739 | BOY |
| EOY | 20390636 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51025 | BOY |
| EOY | 24768 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51025 | BOY |
| EOY | 24768 | 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 | 19410714 | BOY |
| EOY | 20365868 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19410714 | BOY |
| EOY | 20365868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19461739 | BOY |
| EOY | 20390636 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 885757 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 69397 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 9862214 | TotalRevenue |
| Total Expenses | 8976457 | TotalExpenses |
| Excess Or Deficit For Year | 885757 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 69397 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 69397 | TotalAdjustments |
| Excess Or Deficit Per FS | 955154 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9901824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 69397 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 69397 | RevenueNotRptdF990 |
| Revenue Subtotal | 9832427 | RevenueSubtotal |
| Other Revenues Not Included | 29787 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 29787 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9862214 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8946670 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8946670 | ExpensesSubtotal |
| Other Expenses Not Included | 29787 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 29787 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8976457 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FEDERAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE YEARS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED IN REVENUE REVENUE ON F/S; IN EXPENSES ON 990 29,787. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES NETTED IN REVENUE REVENUE ON F/S; IN EXPENSES ON 990 29,787. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK MANGIONE | |||||||||||||
| 0 | 88851 | 0 | 0 | 0 | 0 | 0 | 50403 | 0 | 21441 | 0 | 160695 | 0 | 0 |
| JEFFREY WILKERSON | |||||||||||||
| 0 | 85465 | 0 | 0 | 0 | 0 | 0 | 49388 | 0 | 16241 | 0 | 151094 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNION TRUSTEES ARE ELECTED BY THE UNION MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO SUBCOMMITTEES TO THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PLAN'S CHAIRMAN OF THE BOARD OF TRUSTEES REVIEWS THE RETURN BEFORE SIGNING AND FILING IT AND PROVIDES AN UPDATE TO THE BOARD REGARDING THE STATUS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 69,397. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBLITY FOR OVERSIGHT OF THE AUDIT OF THE BENEFIT PLAN AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| LOCAL 174 PENSION PLAN (PLAN 001) | ||||||||
| 1008 OMALLEY DRIVE | COOPERSVILLE | MI | 49404 | 381796240 | DEFINED BENEFIT PENSION PLAN THAT COVERS ALL ELIGIBLE MEMBERS. | MI | 501(A) | 0 |
| LOCAL 174 401(K) RETIREMENT SAVINGS PLAN (PLAN 002) | ||||||||
| 1008 OMALLEY DRIVE | COOPERSVILLE | MI | 49404 | 381796240 | DEFINED CONTRIBUTION PENSION PLAN THAT COVERS ALL ELIGIBLE MEMBERS. | MI | 501(A) | 0 |
| WEST MI PLUMBERS FITTERS & SERVICE TRADES LOCAL UNION NO 174 | ||||||||
| 1008 OMALLEY DRIVE | COOPERSVILLE | MI | 49404 | 383420023 | COLLECTIVE BARGAINING AND REPRESENTATION OF ALL ELIGIBLE UNION MEMBERS. | MI | 501(C)5 | 0 |
| LOCAL 174 JOINT APPRENTICE TRAINING FUND | ||||||||
| 1008 OMALLEY DRIVE | COOPERSVILLE | MI | 49404 | 382423590 | PROVIDE CLASSROOM INSTRUCTION TO TRAINEES. | MI | 501(C)5 | 0 |
| WEST MICHIGAN MECHANICAL CONTRACTORS ASSOCIATION | ||||||||
| 3221 THREE MILE ROAD NW | GRAND RAPIDS | MI | 49534 | 386064374 | PROMOTES THE ORGANIZED MECHANICAL CONTRACTING INDUSTRY IN WESTERN MICHIGAN. | MI | 501(C)6 | 0 |
| BOARD OF TRUSTEES OF WEST MI PLUMBERS FITTERS & SERVICE TRADES LOCAL UNION | ||||||||
| 1008 OMALLEY DRIVE | COOPERSVILLE | MI | 49404 | 383420023 | OVERSEE THE ACTIVITIES OF THE HEALTH AND BENEFITS PLAN. | MI | 501(C)5 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|
| B P & R CONSTR INC | |||||
| 456 CENTURY LN | HOLLAND | MI | 49423 | 383469562 | MI |
| BABCOCK & WILCOX CONSTR | |||||
| 74 ROBINSON AVE | BARBERTON | OH | 44203 | 721035422 | OH |
| DUNBAR MECH | |||||
| 2806 N REYNOLDS RD | TOLEDO | OH | 43615 | 344467756 | OH |
| EGAN ANDY CO | |||||
| 2001 WALDORF 200 | GRAND RAPIDS | MI | 49544 | 380512360 | MI |
| ENERFAB INC | |||||
| 4955 SPRING GROVE AVE | CINCINNATI | OH | 45232 | 310217488 | OH |
| FRANKLIN-HOLWERDA CO | |||||
| P O BOX 9100 | WYOMING | MI | 49519 | 381292255 | MI |
| GRAYCOR COMPANIES | |||||
| TWO MID-AMERICA PLZ 400 | OAKBROOK TERR | IL | 60181 | 360898220 | IL |
| GREEN JOHN E CO | |||||
| 220 VICTOR AVE | HIGHLAND PARK | MI | 48203 | 380607500 | MI |
| HENKELS & MCCOY INC | |||||
| 985 JOLLY RD | BLUE BELL | PA | 19422 | 231535602 | PA |
| HURST INDUSTRIES | |||||
| 5800 SAFETY DR | BELMONT | MI | 49306 | 382281804 | MI |
| JOHNSON CONTROLS INC | |||||
| 507 E MICHIGAN ST | MILWAUKEE | WI | 53201 | 350380010 | WI |
| KIEWIT POWER CONSTR | |||||
| 1000 KIEWIT PLZ | OMAHA | NE | 68131 | NE | |
| LASCKO PLBG & MECH | |||||
| 375 BAYOU ST | MUSKEGON | MI | 49442 | 202014011 | MI |
| M J ELECTRIC INC | |||||
| P O BOX 686 | IRON MOUNTAIN | MI | 49801 | 205565796 | MI |
| MALL CITY MECH | |||||
| 7184 DOUGLAS AVE | KALAMAZOO | MI | 49009 | 382592062 | MI |
| MANISTEE WELDPIPING SVC | |||||
| P O BOX 68 325 OAK GROVE | MANISTEE | MI | 49660 | 381604170 | MI |
| METRO PIPING INC | |||||
| 1500 B TROMBLY | DETROIT | MI | 48211 | 383575640 | MI |
| MEYER C R & SONS CO | |||||
| 895 W 20TH AVE | OSHKOSH | WI | 54903 | 390467980 | WI |
| MONARCH WELD & ENG INC | |||||
| 23635 MOUND RD | WARREN | MI | 48091 | 381319271 | MI |
| NAT'L STEEL ERECTION INC | |||||
| P O BOX 1772 | OWENSBORO | KY | 42302 | 610977838 | KY |
| NB PROCESSING INC | |||||
| 2025 LATIMER DR | MUSKEGON | MI | 49442 | 382964796 | MI |
| NORTHSHORE CONSTR CO INC | |||||
| 1700 LAKESHORE DR | MUSKEGON | MI | 49441 | 381886385 | MI |
| PEDAL VALVES INC | |||||
| 13625 RIVER RD | LULING | LA | 70070 | 721249237 | LA |
| PHOENIX REFRIG INC | |||||
| 29333 LORIE LN | WIXOM | MI | 48393 | 300058938 | MI |
| PIPING SKILLS INC | |||||
| 199 KAY INDL DR | LAKE ORION | MI | 48359 | 383146796 | MI |
| PPF LOCAL 174 | |||||
| 1008 OMALLEY DR | COOPERSVILLE | MI | 49404 | 383420023 | MI |
| PPF NAT'L PENS FUND | |||||
| 103 ORONOCO ST | ALEXANDRIA | VA | 22314 | VA | |
| PRESSURES & PIPES INC | |||||
| 143 W SHERMAN BLVD | MUSKEGON | MI | 49444 | 383056674 | MI |
| PRO SERVICES INC | |||||
| 8132 MERCHANT PL | PORTAGE | MI | 49002 | 383637535 | MI |
| PROGRESSIVE MECH INC | |||||
| 10800 GALAXIE AVE | FERNDALE | MI | 48220 | 205056157 | MI |
| REFRIGERATION ENG INC | |||||
| 3123 WILSON DR N/W | GRAND RAPIDS | MI | 49534 | 381691081 | MI |
| RETURN ON INVESTMENT SYSTEMS | |||||
| 950 ENSELL RD | LAKE ZURICH | IL | 60047 | 364308091 | IL |
| RICH & HOWELL PLBG INC | |||||
| 1580 CRESTON ST | MUSKEGON | MI | 49442 | 381860092 | MI |
| RITE-WAY PLBG & HTG INC | |||||
| 2083 WALKER CT N/W | GRAND RAPIDS | MI | 49544 | 382376445 | MI |
| SCHECK MECH CORP | |||||
| 500 E PLAINFIELD RD | COUNTRYSIDE | IL | 60525 | 363294759 | IL |
| SHAMBAUGH & SON INC | |||||
| P O BOX 1287 | FORT WAYNE | IN | 46801 | 350965412 | IN |
| SHAW GROUP INC | |||||
| 100 TECHNOLOGY CENTER DR | STOUGHTON | MA | 02072 | 721515465 | MA |
| SIEMENS BLDG TECH INC | |||||
| 45470 COMMERCE CTR DR | PLYMOUTH TWP | MI | 48170 | 132762488 | MI |
| SOULE W & CO | |||||
| 7125 S SPRINKLE RD | PORTAGE | MI | 49002 | 381811731 | MI |
| SWISSLOG TRANSLOGIC | |||||
| 10825 E 47TH AVE | DENVER | CO | 80239 | 840911610 | CO |
| TEACHOUT'S IND'L CONTR INC | |||||
| 9572 CHIPPEWA HWY | BEAR LAKE | MI | 49614 | 383596442 | MI |
| TROY-BROOKE CORP | |||||
| 107 E RANDALL ST | COOPERSVILLE | MI | 49404 | 204314763 | MI |
| TWEET-GAROT MECH INC | |||||
| 2545 LARSEN RD BOX 11767 | GREEN BAY | WI | 54307 | 391194275 | WI |
| WAGNER-MEINERT INC | |||||
| 7617 FREEDOM WAY | FORT WAYNE | IN | 46818 | 351831650 | IN |
| WASHAW CONSTR INC | |||||
| 101 S JAMES ST 301 | LUDINGTON | MI | 49431 | 383242095 | MI |
| WHITE REFRIG INC | |||||
| 7920 W ORLAND RD | ANGOLA | IN | 46703 | 352045457 | IN |
| ADVANTAGE MECH-REFRIG INC | |||||
| 4870-F RIVER RD N/E | COMSTOCK PARK | MI | 49321 | 010554304 | MI |
| APCOM POWER INC | |||||
| PO BOX 392 | BATH | MI | 48808 | 061310571 | MI |
| APP TRAINING FUND | |||||
| 1008 OMALLEY DR | COOPERSVILLE | MI | 49404 | 382423590 | MI |
| B & V MECH INC | |||||
| 400 32ND ST S/E | WYOMING | MI | 49548 | 382562518 | MI |
| 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 |
| 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 (21 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ADVANTAGE MECH-REFRIG INC | ||
| R | 81990 | OBTAINED FROM ACCOUNTING RECORDS |
| EGAN ANDY CO | ||
| R | 1684528 | OBTAINED FROM ACCOUNTING RECORDS |
| FRANKLIN-HOLWERDA CO | ||
| R | 256711 | OBTAINED FROM ACCOUNTING RECORDS |
| GREEN JOHN E CO | ||
| R | 325290 | OBTAINED FROM ACCOUNTING RECORDS |
| HURST INDUSTRIES | ||
| R | 454516 | OBTAINED FROM ACCOUNTING RECORDS |
| JOHNSON CONTROLS INC | ||
| R | 287768 | OBTAINED FROM ACCOUNTING RECORDS |
| LASCKO PLBG & MECH | ||
| R | 105566 | OBTAINED FROM ACCOUNTING RECORDS |
| MALL CITY MECH | ||
| R | 234804 | OBTAINED FROM ACCOUNTING RECORDS |
| MANISTEE WELDPIPING SVC | ||
| R | 72317 | OBTAINED FROM ACCOUNTING RECORDS |
| NB PROCESSING INC | ||
| R | 409140 | OBTAINED FROM ACCOUNTING RECORDS |
| NORTHSHORE CONSTR CO INC | ||
| R | 69549 | OBTAINED FROM ACCOUNTING RECORDS |
| PHOENIX REFRIG INC | ||
| R | 134309 | OBTAINED FROM ACCOUNTING RECORDS |
| LOCAL UNION 174 | ||
| R | 96258 | OBTAINED FROM ACCOUNTING RECORDS |
| PRESSURES & PIPES INC | ||
| R | 185069 | OBTAINED FROM ACCOUNTING RECORDS |
| REFRIGERATION ENG INC | ||
| R | 264312 | OBTAINED FROM ACCOUNTING RECORDS |
| RITE-WAY PLBG & HTG INC | ||
| R | 691771 | OBTAINED FROM ACCOUNTING RECORDS |
| SHAMBAUGH & SON INC | ||
| R | 126128 | OBTAINED FROM ACCOUNTING RECORDS |
| SOULE W & CO | ||
| R | 254156 | OBTAINED FROM ACCOUNTING RECORDS |
| TEACHOUT'S IND'L CONTR INC | ||
| R | 160591 | OBTAINED FROM ACCOUNTING RECORDS |
| TROY-BROOKE CORP | ||
| R | 181970 | OBTAINED FROM ACCOUNTING RECORDS |
| B&V MECH INC | ||
| R | 438889 | OBTAINED FROM ACCOUNTING RECORDS |