2013-04-09T15:45:05-05:00 2012-06-30 382088116 BRICKLEY DELONG PC PO BOX 999 MUSKEGON MI 494430999 990 2011-07-01 386519330 WEST MI PLUMBERS FITTERS AND SERVICE TRADES LOCAL 174 HEALTH & BENEFITS PLAN WEST 6168370222 1008 OMALLEY DRIVE COOPERSVILLE MI 49404 MARK D MANGIONE 6168370222 2013-04-03 1 BRENDA K JACOBS P00691360 2317265800 2013-04-02 2011 2016-02-25 16:41:14Z MARK D MANGIONE 1008 OMALLEY DRIVE COOPERSVILLE MI 49404 31873321 0 X N/A X 1983 MI TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE WEST MICHIGAN PLUMBERS FITTERS AND SERVICE TRADES UNION LOCAL NO. 174. 9 9 0 0 0 0 0 0 8691240 8887520 811598 696054 361079 278640 9863917 9862214 0 0 7805389 8035681 1330 2099 0 0 0 947429 938677 8754148 8976457 1109769 885757 19461739 20390636 51025 24768 19410714 20365868 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE WEST MICHIGAN PLUMBERS FITTERS AND SERVICE TRADES UNION LOCAL NO. 174. 0 0 ALL EXPENDITURES ARE FOR PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 810 MEMBERS SERVED. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 94 0 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 X X STEWART C MILLER & CO INC 8007596944 2111 WEST LINCOLN HIGHWAY MERRILLVILLE IN 46410 MARK MANGIONE 1.00 X X 0 88851 71844 KIRK STEVENSON 1.00 X 0 0 0 JEFFREY WILKERSON 1.00 X 0 85465 65629 AMY JONES 1.00 X 0 0 0 SCOTT DIXON 1.00 X 0 0 0 JOHN NIC 1.00 X 0 0 0 CINDY MORSE 1.00 X 0 0 0 JON PENNING 1.00 X X 0 0 0 HARVEY CUMMINGS II 1.00 X 0 0 0 0 174316 137473 0 0 1 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE DETROIT MI 48231 INSURANCE ADMINISTRATION FEES 323106 1 EMPLR. AND PART. CONTR 525100 8887520 8887520 8887520 611966 611966 22095195 22011107 84088 84088 84088 PRESCRIPTION DRUG COST 525100 134291 134291 MEDICARE PART D SUBSID 525100 94125 94125 STOP-LOSS REIMBURSEMEN 525100 48434 48434 1790 1790 278640 9862214 9166160 0 696054 8035681 2099 352955 58932 21269 29787 51804 9805 6979 378441 MI CLAIMS TAX 25013 BANK FEES 3089 MISCELLANEOUS 603 8976457 242326 792029 982460 992903 366040 246248 17870913 18358571 0 885 19461739 20390636 51025 24768 51025 24768 X 0 0 0 0 19410714 20365868 19410714 20365868 19461739 20390636 X 885757 69397 X X 0 1 1 X 0 0 9862214 8976457 885757 69397 69397 955154 9901824 69397 69397 9832427 29787 29787 9862214 8946670 0 8946670 29787 29787 8976457 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. 0 0 0 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 69,397. 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. 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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