UNITED ASSOCIATION OF PLUMBERS LOCAL NO 8 HEALTH & WEFARE PLAN FU: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UNITED ASSOCIATION OF PLUMBERS LOCAL NO 8 HEALTH & WEFARE PLAN FU (EIN 44-0582944)
Tax period: 2010-06-01 to 2011-05-31
Filed: 2011-11-10
IRS object ID: 201143149349302714
Schema version: 2010v3.4
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
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-10T13:20:38-06:00	Timestamp
Tax Period End Date	2011-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NOVAK BIRKS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4600 MADISON STE 120	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64112	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	440582944	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNITED ASSOCIATION OF PLUMBERS	BusinessNameLine1
Business Name Line2	LOCAL 8 HEALTH & WELFARE FUND	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	8163610666	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8600 HILLCREST ROAD STE 1	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64138	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	J PHILLIP HULSE	Name
Title	PLAN ADMINISTRATOR	Title
Phone	8163610666	Phone
Date Signed	2011-11-09	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KEITH F NOVAK	Name
Phone	8169316111	Phone
Date Prepared	2011-11-10	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	J PHILLIP HULSE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	8600 8600 HILLCREST ROAD - SUITE 1	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64138	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	9412697	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1954	YearFormation
State Legal Domicile	MO	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE HEALTH AND WELFARE AND DEATH BENEFITS TO MEMBERS UNDER COLLECTIVE BARGAINING AGREEMENTS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	4	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	5326554	ProgramServiceRevenuePriorYear
Program Service Revenue CY	5653511	ProgramServiceRevenueCY
Investment Income Prior Year	282489	InvestmentIncomePriorYear
Investment Income Current Year	352479	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	5609043	TotalRevenuePriorYear
Total Revenue Current Year	6005990	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	6495606	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	5857998	BenefitsPaidToMembersCY
Salaries Etc Prior Year	200360	SalariesEtcPriorYear
Salaries Etc Current Year	215819	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	723661	OtherExpensePriorYear
Other Expenses Current Year	874544	OtherExpensesCurrentYear
Total Expenses Prior Year	7419627	TotalExpensesPriorYear
Total Expenses Current Year	6948361	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1810584	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-942371	RevenuesLessExpensesCY
Total Assets BOY	6936003	TotalAssetsBOY
Total Assets EOY	6239813	TotalAssetsEOY
Total Liabilities BOY	165114	TotalLiabilitiesBOY
Total Liabilities EOY	284115	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	6770889	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	5955698	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE HEALTH AND WELFARE AND DEATH BENEFITS TO MEMBERS UNDER COLLECTIVE BARGAINING AGREEMENTS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	5857998	Expense
Description	PROVIDE HEALTH & WELFARE, AND DEATH BENEFITS PAID ON THE BEHALF OF EMPLOYEES OF CONTRACTORS UNDER COLLECTIVE BARGAINING AGREEMENTS.	Description
Total Program Service Expense	5857998	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	748	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	4	NumberOfEmployees
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	6	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	J PHILLIP HULSE	NamePerson
Telephone Number	8163610666	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	8600 HILLCREST ROAD	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64138	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
FRANK R JACKSON
TRUSTEE	1.00	X	2100	0	0
TODD GERSTNER
TRUSTEE	1.00	X	0	0	0
STEPHEN E HANCOCK
TRUSTEE	1.00	X	0	0	0
ROBERT A RIMEL JR
TRUSTEE	1.00	X	0	0	0
ANTHONY B SMITH
TRUSTEE	1.00	X	0	0	0
BOB LOOMAN
TRUSTEE	1.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2100	TotalReportableCompFromOrg
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	5330579	5330579
EMPLOYEE CONTRIBUTIONS	322932	322932

Field	Value	IRS element (for citing)
Total Program Service Revenue	5653511	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	193868	TotalRevenueColumn
Exclusion	$193,868	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	3565318	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	3406707	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	158611	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	158611	TotalRevenueColumn
Related Or Exempt Function Income	158611	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6005990	TotalRevenueColumn
Related Or Exempt Function Income	5812122	RelatedOrExemptFunctionIncome
Exclusion	$193,868	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	5857998	Total
Program Services	5857998	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	31101	Total
Management And General	31101	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	107706	Total
Management And General	107706	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	36291	Total
Management And General	36291	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	29033	Total
Management And General	29033	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	11688	Total
Management And General	11688	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	118634	Total
Management And General	118634	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	62597	Total
Management And General	62597	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	17975	Total
Management And General	17975	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	81235	Total
Management And General	81235	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12542	Total
Management And General	12542	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	34624	Total
Management And General	34624	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	9900	Total
Management And General	9900	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1906	Total
Management And General	1906	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	13962	Total
Management And General	13962	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
PREFERRED PROVIDER FEES	470520	470520
DRUG PROGRAM EXPENSES	19546	19546
POSTAGE	10760	10760
EQUPMENT RENTAL	5162	5162
DEPRECIATION	5149	5149

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	10032	Total
Management And General	10032	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	6948361	Total
Program Services	5857998	ProgramServices
Management And General	1090363	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	376287	BOY
EOY	401858	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	513829	BOY
EOY	568323	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	18911	BOY
EOY	9337	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	72945	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	70574	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	7519	BOY
EOY	2371	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	6019457	BOY
EOY	5257924	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	6936003	BOY
EOY	6239813	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	165114	BOY
EOY	276063	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	8052	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	165114	BOY
EOY	284115	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	6770889	BOY
EOY	5955698	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6770889	BOY
EOY	5955698	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6936003	BOY
EOY	6239813	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-942371	ReconcilationRevenueExpenses
Reconcilation Other Changes	127180	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	72945	OtherCostOrOtherBasis
Depreciation	70574	Depreciation
Book Value	2371	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2371	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
DUE TO BROKER DEALER	$6,490
DUE TO RELATED BENEFIT FUNDS	$1,562

Field	Value	IRS element (for citing)
Total Of Amounts	8052	TotalOfAmounts
Total Revenue	6005990	TotalRevenue
Total Expenses	6948361	TotalExpenses
Excess Or Deficit For Year	-942371	ExcessOrDeficitForYear
Net Unrealized GL On Investments	127180	NetUnrealizedGLOnInvestments
Total Adjustments	127180	TotalAdjustments
Excess Or Deficit Per FS	-815191	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	6115195	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	127180	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	127180	RevenueNotRptdF990
Revenue Subtotal	5988015	RevenueSubtotal
Investment Expenses Not Included	17975	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	17975	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	6005990	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	6930386	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	6930386	ExpensesSubtotal
Investment Expenses Not Included2	17975	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	17975	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	6948361	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	UNION TRUSTEES ARE ELECTED BY THE MEMBERSHIP OF THE LOCAL UNION NO. 8. THE TRUSTEES SERVE FOR A PERIOD OF 3 YEARS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE RETURN PREPARED E-MAILS A COPY OF THE FINAL VERSION OF THE FORM 990 TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE IT IS FILED. HOWEVER, NO BOARD MEMBER USUALLY UNDERTAKES A DETAILED REVIEW OF THE FORM 990 EITHER BEFORE OR AFTER FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE ORGANIZATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE TO THE LOCAL UNION MEMBERSHIP BUT GENERALLY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.

UNITED ASSOCIATION OF PLUMBERS LOCAL NO 8 HEALTH & WEFARE PLAN FU: Form 990, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

Program Service Revenue ProgramServiceRevenue (2 entries)

Investment Income InvestmentIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Total Revenue TotalRevenue

Benefits To Members BenefitsToMembers

Comp Current Officers Directors CompCurrentOfficersDirectors

Other Salaries And Wages OtherSalariesAndWages

Pension Plan Contributions PensionPlanContributions

Other Employee Benefits OtherEmployeeBenefits

Payroll Taxes PayrollTaxes

Fees For Services Legal FeesForServicesLegal

Fees For Services Accounting FeesForServicesAccounting

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Fees For Services Other FeesForServicesOther

Office Expenses OfficeExpenses

Information Technology InformationTechnology

Occupancy Occupancy

Conferences Meetings ConferencesMeetings

Insurance Insurance

Other Expenses OtherExpenses (5 entries)

All Other Expenses AllOtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Other Liabilities OtherLiabilities

Total Liabilities TotalLiabilities

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule D IRS990ScheduleD

Equipment Equipment

Other Liabilities OtherLiabilities (2 entries)

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Comments