2013-05-31T09:43:36-05:00 2012-07-31 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2011-08-01 596152618 PLUMBERS & PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND PLUM 9045380100 8657 BAYPINE ROAD BUILDING 5 NO 200 JACKSONVILLE FL 32256 BERNARD HORNE 9045380100 2013-05-31 1 GREG WALLENBECKER P01451145 3123680500 2011 2016-02-25 16:41:14Z BERNARD HORNE 8657 BAYPINE ROAD BUILDING 5 NO 200 JACKSONVILLE FL 32256 14782764 0 X N/A X 1965 FL PROVIDE HEALTH BENEFITS 8 7 0 0 0 0 0 0 2917854 2647201 170854 259348 114 0 3088822 2906549 0 0 2655856 3046572 0 0 0 0 0 164100 184959 2819956 3231531 268866 -324982 5537349 5369496 28027 20433 5509322 5349063 PROVIDE HEALTH BENEFITS 0 0 THE FUND PROVIDES HEALTH, VISION, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 81 0 1 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 X NATIONAL EMPLOYEE BENEFIT ADMINISTR 9045380100 8657 BAYPINE ROAD BUILDING 5 SUITE JACKSONVILLE FL 32256 X BERNARD HORNE 1.00 X 0 0 0 LINTON HARTLEY JR 1.00 X 0 93437 0 DAVID GARLINGTON 1.00 X 0 0 0 TIM MILES 1.00 X 0 0 0 GARY MONSON 1.00 X 0 0 0 PAUL V JONES 1.00 X 0 0 0 AUDIE BAILEY 1.00 X 0 0 0 MARK RENTFROW 1.00 X 0 0 0 BRAD GRABILL 1.00 X 0 79067 0 CHARLES V NEWARK 1.00 X 0 0 0 0 172504 0 0 0 0 0 INFORMED RX 2441 WARRENVILLE RD STE 610 LISLE IL 60532 PRESCRIPTION BENEFIT PROVIDER 626201 ADVENTIST HEALTH SYSTEM SUNBELT 601 EAST ROLLINS STREET ORLANDO FL 32803 HEALTHCARE PROVIDER 269536 ORLANDO REGIONAL HEALTHCARE SYSTEM PO BOX 91-7311 ORLANDO FL 32891 HEALTHCARE PROVIDER 234440 CHARLESTON AREA MEDICAL CENTER PO BOX 3229 CHARLESTON WV 25332 HEALTHCARE PROVIDER 189242 CIGNA HEALTH CARE 1111 MARKET STREET CHATTANOOGA TN 37402 BENEFIT ADMINISTRATION FEES 123305 5 EMPLOYER CONTRIBUTIONS 900099 2492222 2492222 PARTICIPANT AND RETIRE 900099 152754 152754 COBRA SUBSIDY 900099 2225 2225 2647201 213445 213445 11922118 11876215 45903 45903 45903 2906549 2647201 0 259348 3046572 51216 18852 17462 28810 34100 24565 1450 3094 MEMBERSHIP FEES 5410 3231531 774854 465237 336932 307089 2054 2054 4423509 4595116 5537349 5369496 28027 20433 28027 20433 X 5509322 5349063 0 0 0 0 5509322 5349063 5537349 5369496 X -324982 164723 X 0 1 1 X 0 0 2906549 3231531 -324982 164723 164723 -160259 3042462 164723 164723 2877739 28810 28810 2906549 3202721 0 3202721 28810 28810 3231531 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. FORM 990, PART VI, SECTION A, LINE 3 THE FUND 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 164,723. PLUMBERS & PIPEFITTERS LOCAL 803 PENSION FUND 8657 BAYPINE ROAD BUILDING 5 SUITE JACKSONVILLE FL 32256 596228172 PROVIDE PENSION BENEFITS TO ELIGIBLE EMPLOYEES FL 401(A) N/A 0 UA LOCAL 803 2447 ORLANDO CENTAL PKWY ORLANDO FL 32809 590231575 TO PROMOTE AND PROTECT THE INTEREST OF MEMEBERSHIP FL 501(C)(5) N/A 0 ADLER MECHANICAL INC PO BOX 22329 LOT 23 DOPEY DR LAKE BUENA VISTA FL 328300000 FL AIRSTRON INC 1559 S W 21 AVENUE FT LAUDERDALE FL 330810000 FL AUTOMATED MECHANICAL SERVICES 17440 MAGNOLIA ISLAND BLVD CLERMONT FL 347118001 FL BISCAYNE AQUACULTURE INC 4900 SPICEWOOD SPRINGS ROAD AUSTIN TX 787598646 TX CARRIER CORPORATION CARRIER PARKWAY BUILDING TR-5 THOMP SYRACUSE NY 130570000 NY CELSIUS CONTRACTORS INC PO BOX 22168 LAKE BUENA VISTA FL 328300000 FL CENTRAL FLORIDA MECHANICAL SERVICES 932 NORTH COUNTY RD 13 ORLANDO FL 328200000 FL HILL YORK SERVICE CORP 2125 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 333160000 FL HONEYWELL INC MN10-1457 1985 DOUGLAS DR NORTH GOLDEN VALLEY MN 554223992 MN IRVINE MECHANICAL 1500 N ORANGE BLOSSOM TRL ORLANDO FL 328040000 FL JOHN J KIRLIN SPECIAL PROJECTS LLC 515 DOVER ROAD SUITE 2400 ROCKVILLE MD 208500000 MD JOHNSON CONTROLS INC SHARED SERVICE A -54 507 E MICHIGAN STREET MILWAUKEE WI 532020000 WI JPI MECHANICAL SERVICES INC 306 RYDER LANE SUITE 1218 CASSELBERRY FL 327070000 FL KINETIC SYSTEMS INC 6517 HILBURN DR RALEIGH NC 276131908 NC KIRLIN FLORIDA LLC 3125 W COMMERCIAL BLVD SUITE 200 FT LAUDERDALE FL 333090000 FL MDI SERVICES LLC 6632 BOUGANVILLEA CRESENT DR ORLANDO FL 328090000 FL MECHANICAL SERVICES INC 9820 SATELLITE BLVD ORLANDO FL 328378447 FL PAGE PIPING INC PO BOX 22180 LAKE BUENA VISTA FL 328300000 FL SAUER GROUP INC 30 FIFTY-FIRST STREET PITTSBURGH PA 152010000 PA SIEMENS BUILDING TECH INC LANDIS DIVISION 4122 METRIC DRIVE SUITE 100 WINTER PARK FL 327920000 FL SWISSLOG TRANSLOGIC 10825 E 47TH AVE DENVER CO 802392913 CO SYSTEM TECH SERVICES INC 557 CARO COURT NEW SMYRNA FL 321680000 FL THERMETRICS CORP 313 AULIN AVENUE SUITE 500 OVIEDO FL 327653706 FL W SOULE & CO PO BOX 50471 KALAMAZOO MI 490050000 MI WALT DISNEY WORLD PO BOX 10499 LAKE BUENA VISTA FL 328300000 FL WW GAY MECHANICAL 524 STOCKTON ST JACKSONVILLE FL 322040000 FL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE R PART IV: AS A PART OF THE NORMAL DAY TO DAY OPERATIONS, THE FUND DOES NOT MAINTAIN THE INFORMATION NECESSARY TO COMPLETE THIS PORTION OF FORM 990. THE FUND HAS REPORTED AS MUCH OF THE INFORMATION AS IS READILY AVAILABLE FROM FUND RECORDS IN COMPLETING THIS SECTION OF THE FORM. PART IV, COLUMN A: THE FUND HAS OMITTED THE EMPLOYER IDENTIFICATION NUMBER OF ITS CONTRIBUTING EMPLOYERS BECAUSE OF THE SENSITIVE NATURE OF THIS INFORMATION. THE INFORMATION MAY BE AVAILABLE AT THE FUND OFFICE.