2012-03-28T13:24:39-05:00 2011-06-30 BRICKLEY DELONG PC PO BOX 999 MUSKEGON MI 494430999 990 2010-07-01 386519330 WEST MI PLUMBERS FITTERS AND SERVICE TRADES LOCAL 174 HEALTH & BENEFITS PLAN WEST 8007596944 1008 OMALLEY DRIVE COOPERSVILLE MI 49404 MARK D MANGIONE 8007596944 2012-03-26 1 BRENDA K JACOBS 2317265800 2012-03-24 2010 2016-02-24 21:20:13Z X MARK D MANGIONE 1008 OMALLEY DRIVE COOPERSVILLE MI 49404 51655214 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 7761413 8691240 734430 811598 430965 361079 8926808 9863917 7915021 0 5384 7805389 0 1330 0 0 0 932358 947429 8852763 8754148 74045 1109769 18258070 19461739 437518 51025 17820552 19410714 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. 808 MEMBERS SERVED. 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 1 101 0 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 88868 57930 KIRK STEVENSON 1.00 X 0 0 0 JEFFREY WILKERSON 1.00 X 0 85481 52222 TRACY SIEPKER 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 174349 110152 0 0 0 0 BLUE CROSS BLUE SHIELD OF MICHIGAN 600 E LAFAYETTE DETROIT MI 48231 INSURANCE ADMINISTRATION FEES 316649 STEWART C MILLER & CO INC 2111 W LINCOLN HIGHWAY MERRILLVILLE IN 49410 ADMINISTRATIVE FEES & COMMISSION COMPENS 114717 2 EMPLR. AND PART. CONTR 525100 8691240 8691240 8691240 560506 560506 42042389 41791297 251092 251092 251092 PRESCRIPTION DRUG COST 525100 137195 137195 MEDICARE PART D SUBSID 525100 112256 112256 COBRA SUBSIDY 525100 79606 79606 32022 32022 361079 9863917 9052319 0 811598 7805389 1330 350770 74053 16927 44858 69753 18412 75 2160 361800 CLERICAL FEES 5208 BANK FEES 3413 8754148 1304984 242326 810369 982460 384589 366040 15758128 17870913 18258070 19461739 437518 51025 437518 51025 X 0 0 0 0 17820552 19410714 17820552 19410714 18258070 19461739 X 1109769 480393 X X 0 1 1 X 0 0 9863917 8754148 1109769 480393 480393 1590162 10299452 480393 480393 9819059 44858 44858 9863917 8709290 0 8709290 44858 44858 8754148 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, 2011 AND 2010, 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 44,858. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED IN REVENUE REVENUE ON F/S; IN EXPENSES ON 990 44,858. 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: 480,393. 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 LOCAL 174 POLITICAL ACTION FUND 1008 OMALLEY DRIVE COOPERSVILLE MI 49404 383543895 SUPPORT OF STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE. MI 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0