Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
PIPE FITTERS' WELFARE FUND LOCAL 597
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
45 NORTH OGDEN AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60607
D Employer identification number

36-2141703
E Telephone number

G Gross receipts $ 694,478,800
F Name and address of principal officer:
KEVIN MORRISSEY
45 NORTH OGDEN AVENUE
CHICAGO,IL60607
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.PF597.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1949
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH BENEFITS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 4
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 175
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 116,624,148 119,914,371
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,173,147 12,530,786
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 17,446 75,503
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 122,814,741 132,520,660
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 107,068,640 113,303,262
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,281,320 1,298,717
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,428,036 1,591,860
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 109,777,996 116,193,839
19 Revenue less expenses. Subtract line 18 from line 12....... 13,036,745 16,326,821
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 249,144,472 314,286,659
21 Total liabilities (Part X, line 26)............. 4,893,878 1,503,081
22 Net assets or fund balances. Subtract line 21 from line 20..... 244,250,594 312,783,578
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF PIPE FITTERS' WELFARE FUND, LOCAL 597.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS, DENTAL, VISION, PRESCRIPTION DRUG AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
3,494
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
175
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
 
No
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
 
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
 
 
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJOSEPH BARRETT45 NORTH OGDEN AVENUECHICAGOIL60607 (312) 633-0597
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) THOMAS KOTEL........................................................................
TRUSTEE
 1.00
.......................52.00 		X           0 193,241 106,227
(2) JAMES BUCHANAN........................................................................
TRUSTEE
 1.00
.......................52.00 		X           0 264,637 125,248
(3) JOHN CURRAN........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(4) MARC PITTAS........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(5) STEPHEN LAMB........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(6) KEVIN MORRISSEY........................................................................
TRUSTEE
 1.00
.......................52.00 		X           0 200,004 107,714
(7) GREGORY KROH........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(8) MICHAEL MALONEY........................................................................
TRUSTEE
 10.00
.......................8.00 		X           168,288 26,141 61,327
(9) PETER DRISCOLL........................................................................
ADMINISTRATOR - PAST
 20.00
.......................0.00 		      X     273,572 0 60,039
(10) JOSEPH BARRETT........................................................................
ADMINISTRATOR - NEW
 20.00
.......................0.00 		      X     165,845 0 60,039














Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 607,705 684,023 520,594
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
BLUE CROSS BLUE SHIELD OF ILLINOIS300 EAST RANDOLPH STCHICAGOIL60601 PPO ACCESS PROVIDER 2,796,074
EXPRESS SCRIPTSONE EXPRESS WAYST LOUISMO63121 DRUG CLAIM PROCESSING 761,670
NATIONAL INVESTMENT SERVICES777 EAST WISCONSIN AVE STE 2350MILWAUKEEWI53202 INVESTMENT MANAGEMENT 284,406
JOHNSON & KROL LLC300 S WACKER DRIVE STE 1313CHICAGOIL60606 LEGAL 246,698
HINES & ASSOCIATES115 EAST HIGHLAND AVENUEELGINIL60120 CASE MANAGEMENT 184,923
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a EMPLOYER CONTRIBUTIONS 900099 103,302,124 103,302,124    
b PRESCRIPTION DRUG REBATES AND SUB 900099 8,579,784 8,579,784    
c SELF PAYMENTS 900099 7,846,708 7,846,708    
d LIQUIDATED DAMAGES 900099 185,755 185,755    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 119,914,371
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 6,695,218     6,695,218
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 567,793,708  
b Less: cost or other basis and sales expenses 561,958,140  
c Gain or (loss) 5,835,568  
d Net gain or (loss)..........MediumBullet 5,835,568     5,835,568
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS 900099 75,503     75,503
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 75,503
12 Total revenue. See Instructions......MediumBullet 132,520,660 119,914,371 0 12,606,289
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members 113,303,262  
5 Compensation of current officers, directors, trustees, and key employees .... 262,317      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 698,453      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 91,531      
9 Other employee benefits ....... 136,213      
10 Payroll taxes ........... 110,203      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 295,730      
c Accounting ........... 138,649      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 333,589      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 110,507      
12 Advertising and promotion ....        
13 Office expenses ....... 353,150      
14 Information technology ...... 102,079      
15 Royalties ..        
16 Occupancy ........... 76,071      
17 Travel ............ 8,075      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 9,433      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 26,864      
23 Insurance .............. 63,234      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUPPLIES & MAINTENANCE 28,510      
b PCORI FEES 22,275      
c DUES & SUBSCRIPTIONS 12,601      
d EQUIPMENT RENTALS 11,093      
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 116,193,839      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. -795,028 1 493,923
2 Savings and temporary cash investments ......... 9,272,480 2 17,600,981
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 12,543,587 4 10,644,179
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 15,275 9 66,732
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,090,127
b Less: accumulated depreciation ..... 10b 1,001,260 112,802 10c 88,867
11 Investments—publicly traded securities .......... 141,517,713 11 183,096,131
12 Investments—other securities. See Part IV, line 11 ..... 83,999,551 12 95,184,753
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,478,092 15 7,111,093
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 249,144,472 16 314,286,659
Liabilities 17 Accounts payable and accrued expenses ......... 4,650,510 17 211,990
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 243,368 25 1,291,091
26 Total liabilities. Add lines 17 through 25......... 4,893,878 26 1,503,081
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 244,250,594 32 312,783,578
33 Total net assets or fund balances ........... 244,250,594 33 312,783,578
34 Total liabilities and net assets/fund balances ........ 249,144,472 34 314,286,659
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
132,520,660
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
116,193,839
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
16,326,821
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
244,250,594
5
Net unrealized gains (losses) on investments ...............
5
13,534,669
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
38,671,494
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
312,783,578
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
PIPE FITTERS' WELFARE FUND LOCAL 597
 
Employer identification number

36-2141703
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   226,357 219,449 6,908
d Equipment ................   783,126 761,400 21,726
e Other .................   80,644 20,411 60,233
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 88,867
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) COMMON COLLECTIVE TRUST 		95,184,753 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 95,184,753
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
DUE TO BROKER 157,655
DUE TO OTHER FUNDS - NET 23,734
DUE TO PIPE FITTERS RETIREMENT FUND, LOCAL 597 68,082
DUE TO NORTHERN ILLINOIS PENSION FUND 12,494
RECIPROCAL CONTRIBUTIONS PAYABLE 1,029,126




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,291,091
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 145,721,740
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 13,534,669
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 13,534,669
3 Subtract line 2e from line 1..................... 3 132,187,071
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 333,589
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 333,589
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 132,520,660
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 115,860,250
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 115,860,250
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 333,589
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 333,589
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 116,193,839
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: 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.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
PIPE FITTERS' WELFARE FUND LOCAL 597
 
Employer identification number

36-2141703
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)THOMAS KOTELTRUSTEE (i)
(ii)		 0
184,723 		0
0 		0
8,518 		0
86,113 		0
20,114 		0
299,468 		0
0
(2)JAMES BUCHANANTRUSTEE (i)
(ii)		 0
254,030 		0
0 		0
10,607 		0
105,134 		0
20,114 		0
389,885 		0
0
(3)KEVIN MORRISSEYTRUSTEE (i)
(ii)		 0
190,131 		0
0 		0
9,873 		0
87,600 		0
20,114 		0
307,718 		0
0
(4)MICHAEL MALONEYTRUSTEE (i)
(ii)		 162,737
19,666 		0
0 		5,551
6,475 		35,558
5,551 		20,218
0 		224,064
31,692 		0
0
(5)PETER DRISCOLLADMINISTRATOR - PAST (i)
(ii)		 264,911
0 		0
0 		8,661
0 		44,332
0 		15,707
0 		333,611
0 		0
0
(6)JOSEPH BARRETTADMINISTRATOR - NEW (i)
(ii)		 158,419
0 		0
0 		7,426
0 		44,332
0 		15,707
0 		225,884
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE J, PART 1, LINE 4B THE PAST PLAN ADMINISTRATOR AND CURRENT PLAN ADMINISTRATOR PARTICIPATE IN A 457B PENSION PLAN. BOTH PARTICIPANTS HAD $17,500 CONTRIBUTED TO THE PLAN ON THEIR BEHALF DURING 2013.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
PIPE FITTERS' WELFARE FUND LOCAL 597
 
Employer identification number

36-2141703
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES TO WHICH IT HAS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE ADMINISTRATOR OF THE PLAN. THE ADMINISTRATOR HAS BEEN GIVEN THE AUTHORITY BY THE BOARD OF TRUSTEES TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. SUBSEQUENTLY A COPY OF THE FORM IS PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15B SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE FUND.
FORM 990, PART VII, SECTION A, LINE 1A: THE ADMINISTRATOR AND ONE TRUSTEE ALSO PROVIDE SERVICES TO OTHER FUNDS AFFILIATED WITH THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION IS REIMBURSED BY THE AFFILIATED FUNDS FOR THEIR SHARE OF THESE SALARIES AND RELATED EXPENSES. THE AVERAGE HOURS REPORTED ON LINE 1A IS THE WEEKLY HOURS DEDICATED TO THE REPORTING ORGANIZATION. THE TOTAL COMPENSATION REPORTED ON LINE 1A IS THE TOTAL COMPENSATION PAID TO THESE INDIVIDUALS BY THE REPORTING ORGANIZATION AND REPORTED ON FORM W-2 PREPARED BY THE REPORTING ORGANIZATION.
FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS DUE TO MERGER 38,671,494.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
PIPE FITTERS' WELFARE FUND LOCAL 597
 
Employer identification number

36-2141703
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) PIPE FITTERS' RETIREMENT FUND LOCAL 597

45 NORTH OGDEN AVE

CHICAGO,IL60607
62-6105084 		PROVIDES RETIREMENT BENEFITS IL 401(A)   NOT APPLICABLE
 
 
No
(2) PIPE FITTERS' ASSOCIATION LOCAL 597 401(K)

45 NORTH OGDEN AVE

CHICAGO,IL60607
36-1820310 		PROVIDES RETIREMENT BENEFITS IL 401(A)   NOT APPLICABLE
 
 
No
(3) PIPEFITTERS TRAINING FUND LOCAL 597

10850 W 187TH STREET

MOKENA,IL60448
36-2536349 		PROVIDES TRAINING TO PARTICIPANTS IL 501(C)5   NOT APPLICABLE
 
 
No
(4) ARIZONA PIPE TRADES

 
 
CONTRIBUTING EMPLOYER        
 
No
(5) COLORADO PIPE HEALTH & WELFARE

 
 
CONTRIBUTING EMPLOYER        
 
No
(6) ILLINOIS PIPE TRADES ADVANCEME

 
 
CONTRIBUTING EMPLOYER        
 
No
(7) LOCAL UNION #434 PLUMBERS AND PIPEFITTERS

 
 
CONTRIBUTING EMPLOYER        
 
No
(8) PLUMBERS AND PIPEFITTERS LOCAL UNION 123

 
 
CONTRIBUTING EMPLOYER        
 
No
(9) PLUMBERS AND STEAMFITTERS LOCAL UNION 150

 
 
CONTRIBUTING EMPLOYER        
 
No
(10) PLUMBERS AND PIPEFITTERS LOCAL UNION 23

 
 
CONTRIBUTING EMPLOYER        
 
No
(11) LOCAL UNION 421

 
 
CONTRIBUTING EMPLOYER        
 
No
(12) PLUMBERS AND PIPEFITTERS LOCAL UNION 43

 
 
CONTRIBUTING EMPLOYER        
 
No
(13) LOCAL UNION 501 NORTHERN ILLINOIS BENEFIT FUNDS

 
 
CONTRIBUTING EMPLOYER        
 
No
(14) LOCAL UNION 501-WAGE ASSESSMNT

 
 
CONTRIBUTING EMPLOYER        
 
No
(15) PLUMBERS AND PIPEFITTERS LOCAL UNION 525

 
 
CONTRIBUTING EMPLOYER        
 
No
(16) PLUMBERS AND PIPEFITTERS LOCAL UNION 537

 
 
CONTRIBUTING EMPLOYER        
 
No
(17) PLUMBERS AND PIPEFITTERS LOCAL UNION 572

 
 
CONTRIBUTING EMPLOYER        
 
No
(18) PLUMBERS AND PIPEFITTERS LOCAL UNION 60

 
 
CONTRIBUTING EMPLOYER        
 
No
(19) PLUMBERS PIPEFITTERS AND SERVICE TECHNICIANS LOCAL UNION 72

 
 
CONTRIBUTING EMPLOYER        
 
No
(20) PLUMBERS AND PIPEFITTERS LOCAL UNION 725

 
 
CONTRIBUTING EMPLOYER        
 
No
(21) PLUMBERS AND PIPEFITTERS LOCAL UNION 803

 
 
CONTRIBUTING EMPLOYER        
 
No
(22) LOCAL UNION 91

 
 
CONTRIBUTING EMPLOYER        
 
No
(23) NORTHERN CALIFORNIA PIPE TRADE

 
 
CONTRIBUTING EMPLOYER        
 
No
(24) OKLAHOMA STATE PIPE TRADES

 
 
CONTRIBUTING EMPLOYER        
 
No
(25) PIPE TRADES INDUSTRY

 
 
CONTRIBUTING EMPLOYER        
 
No
(26) PIPE TRADES SERVICE MN

 
 
CONTRIBUTING EMPLOYER        
 
No
(27) PIPELINE INDUSTRY BENEFIT FUND

 
 
CONTRIBUTING EMPLOYER        
 
No
(28) SOUTHERN CALIFORNIA PIPE TRADE

 
 
CONTRIBUTING EMPLOYER        
 
No
(29) THE EDMONTON PIPE INDUSTRY

 
 
CONTRIBUTING EMPLOYER        
 
No
(30) UTAH PIPE TRADES WELFARE FUND

 
 
CONTRIBUTING EMPLOYER        
 
No
(31) WEST VA PIPE TRADES WELFARE FU

 
 
CONTRIBUTING EMPLOYER        
 
No
(32) WISCONSIN PIPE TRADES HEALTH

 
 
CONTRIBUTING EMPLOYER        
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) A T MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(2) A HATTERSLEY & SONS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(3) A M C MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(4) ABSOLUTE REFRIGERATION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(5) ACCOMPLISHED MECH IND

 
 
CONTRIBUTING EMPLOYER    
          No
(6) ACCURATE TANK CONSTRUCTION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(7) ADMIRAL MECHANICAL SERVICES IN

 
 
CONTRIBUTING EMPLOYER    
          No
(8) ADVANCE MECHANICAL SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(9) ADVANTAGE INDUSTRIAL SYSTEMS

 
 
CONTRIBUTING EMPLOYER    
          No
(10) ADVANTAGE MECHANICAL INC OF CHICAGO IL

 
 
CONTRIBUTING EMPLOYER    
          No
(11) ADVANTAGE REFRIGERTION LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(12) AEC INC

 
 
CONTRIBUTING EMPLOYER    
          No
(13) AIR COMFORT CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(14) AIR CON REFRIGERATION & HEATIN

 
 
CONTRIBUTING EMPLOYER    
          No
(15) AIR RITE HEATING AND COOLING

 
 
CONTRIBUTING EMPLOYER    
          No
(16) AIR TEMP MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(17) AIRTITE CONTRACTORS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(18) ALL CHICAGO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(19) ALLOY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(20) ALLPOINTS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(21) ALTHOFF IND INC

 
 
CONTRIBUTING EMPLOYER    
          No
(22) AMALGAMATED SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(23) AMBER MECHANICAL CONTRACTORS I

 
 
CONTRIBUTING EMPLOYER    
          No
(24) AMCO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(25) AMERICAN COMBUSTION SERVICE IN

 
 
CONTRIBUTING EMPLOYER    
          No
(26) AMERICAN ENGINEERING

 
 
CONTRIBUTING EMPLOYER    
          No
(27) AMERICAN MECHANICAL INCORPORAT

 
 
CONTRIBUTING EMPLOYER    
          No
(28) AMERICAN PRIDE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(29) AMEX NOOTER LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(30) AMS MECHANICAL SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(31) ANCHOR MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(32) ANDERSON PUMP SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(33) AQUILEX WSI INC

 
 
CONTRIBUTING EMPLOYER    
          No
(34) ARCTIC ENGINEERING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(35) ARRIGO ENTERPRISES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(36) ARTLIP AND SONS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(37) ASSOCIATED CONSTRUCTION MANAGEMENT SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(38) ATLANTIC PLANT MAINTENANCE

 
 
CONTRIBUTING EMPLOYER    
          No
(39) ATOMATIC MECHANICAL SERVICES I

 
 
CONTRIBUTING EMPLOYER    
          No
(40) AUTUMN CONSTRUCTION SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(41) BAILEY MECHANICAL CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(42) BARRY PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(43) BEAR MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(44) BEDCO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(45) BENNETT MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(46) BIG INCH CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(47) BIHUN COMMERCIAL SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(48) BISHOP HEATING SUPPLY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(49) BMW CONSTRUCTORS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(50) BOARD OF EDUCATION (GARY)

 
 
CONTRIBUTING EMPLOYER    
          No
(51) BOGOT SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(52) BOWEN ENGINEERING CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(53) BROESCH MECHANICAL SERVICEINC

 
 
CONTRIBUTING EMPLOYER    
          No
(54) BSM ENTERPRISES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(55) BUDD THE FURNACE MAN & SONS

 
 
CONTRIBUTING EMPLOYER    
          No
(56) C A HAYES MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(57) C ACITELLI HEAT & PIPING CONT

 
 
CONTRIBUTING EMPLOYER    
          No
(58) C R LEONARD PLUMBING & HGT

 
 
CONTRIBUTING EMPLOYER    
          No
(59) CARBER HOLDINGS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(60) CARDINAL MECHANICAL SERVICES I

 
 
CONTRIBUTING EMPLOYER    
          No
(61) CAREY'S HEATING & AIR COND INC

 
 
CONTRIBUTING EMPLOYER    
          No
(62) CARRIER BUILDING SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(63) CBRE

 
 
CONTRIBUTING EMPLOYER    
          No
(64) CFMVR-TESCO LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(65) CHAPMANS MECHANICAL SYSTEMS I

 
 
CONTRIBUTING EMPLOYER    
          No
(66) CHARP'S WELDING & FABRICATING

 
 
CONTRIBUTING EMPLOYER    
          No
(67) CHICAGO COOLING CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(68) CHICAGO PIPING SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(69) CHICAGO POWER GENERATION

 
 
CONTRIBUTING EMPLOYER    
          No
(70) CIRCLE R MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(71) CLIMATE PROS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(72) CLIMATE SERVICE INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(73) CLIMATEMP SERVICE GROUP LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(74) COLUMBIA SHEET METAL

 
 
CONTRIBUTING EMPLOYER    
          No
(75) COMBINED MECH INDUSTRIES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(76) COMMERCIAL COOLING & HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(77) COMMERCIAL HEATING & AIR COND

 
 
CONTRIBUTING EMPLOYER    
          No
(78) COMMERCIAL MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(79) COMMONWEALTH MECHANICAL CONTR

 
 
CONTRIBUTING EMPLOYER    
          No
(80) COMPETITIVE PIPING SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(81) COMPLETE TEMPERATURE SYSTEMS I

 
 
CONTRIBUTING EMPLOYER    
          No
(82) COMPLETE VALVE REPAIR SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(83) CONSTRUCTION & TURNAROUND SERV

 
 
CONTRIBUTING EMPLOYER    
          No
(84) CONTROLLED COMFORT INC

 
 
CONTRIBUTING EMPLOYER    
          No
(85) CONTROLLED ENVIRONMENTAL SYSTE

 
 
CONTRIBUTING EMPLOYER    
          No
(86) COOLING EQUIPMENT SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(87) CORE MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(88) CORRECT CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(89) CORRIGAN COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(90) CORVAL CONSTRUCTORS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(91) CR MEYER & SONS COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(92) CREEK LANE LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(93) CRITICAL PIPING SYSTEM INC

 
 
CONTRIBUTING EMPLOYER    
          No
(94) CRYER & OLSEN MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(95) D & B REFRIGERATION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(96) D & H REFRIGERATION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(97) D A DODD INC

 
 
CONTRIBUTING EMPLOYER    
          No
(98) D RAUSCH INC

 
 
CONTRIBUTING EMPLOYER    
          No
(99) DAHME MECHANICAL INDUSTRIES IN

 
 
CONTRIBUTING EMPLOYER    
          No
(100) DART HVAC INC

 
 
CONTRIBUTING EMPLOYER    
          No
(101) DEKAYO CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(102) DELTA HEATING-AIR CONDITIONING REFRIGERATION

 
 
CONTRIBUTING EMPLOYER    
          No
(103) DEPUE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(104) DIVERSIFIED GENERAL CONTRACTOR

 
 
CONTRIBUTING EMPLOYER    
          No
(105) DODSON PLUMBING HEATING & AIR CONDITIONING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(106) DOORNBOS INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(107) DRW SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(108) DUAL TEMP ILLINOIS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(109) DURAKOOL REFRIGERATION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(110) DYNACOIL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(111) DYNAMIC HEATING AND PIPING CO

 
 
CONTRIBUTING EMPLOYER    
          No
(112) EDWARDS ENGINEERING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(113) EITEL HEINEMANN MECH SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(114) ELECTRIC CONDUIT CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(115) ELMORE'S HVAC INCA&H MECH INC

 
 
CONTRIBUTING EMPLOYER    
          No
(116) EMCOR SERVICES TEAM MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(117) EMPIRE COOLER SERVICE

 
 
CONTRIBUTING EMPLOYER    
          No
(118) ENERFAB INC

 
 
CONTRIBUTING EMPLOYER    
          No
(119) ENVIRO MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(120) EVEREST ENERGY & CONTROL TECH

 
 
CONTRIBUTING EMPLOYER    
          No
(121) EXCEL MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(122) EXCEL MECHANICAL SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(123) EXCLUSIVE CONSTRUCTION SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(124) F E MORAN INC MECHANICAL SERV

 
 
CONTRIBUTING EMPLOYER    
          No
(125) F E MORAN INC SHS

 
 
CONTRIBUTING EMPLOYER    
          No
(126) F E MORAN INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(127) F J KERRIGAN PLUMBING CO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(128) FAITH MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(129) FETTES LOVE AND SIEBEN

 
 
CONTRIBUTING EMPLOYER    
          No
(130) FOLTZ WELDING LIMITED

 
 
CONTRIBUTING EMPLOYER    
          No
(131) FOSTER WHEELER ZACK INC

 
 
CONTRIBUTING EMPLOYER    
          No
(132) FOUR G CONSTRUCTION INC DBA GEEDING CONTRUCTION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(133) G A RICH & SONS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(134) G H C MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(135) G R P MECHANICAL COMPANY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(136) G T MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(137) G T MECHANICAL PROJECTS & DESIGN INC

 
 
CONTRIBUTING EMPLOYER    
          No
(138) GD BARRI & ASSOCIATES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(139) GASKILL AND WALTON CONSTR CO

 
 
CONTRIBUTING EMPLOYER    
          No
(140) GATLIN PLUMBING AND HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(141) GENERAL REFRIGERATION

 
 
CONTRIBUTING EMPLOYER    
          No
(142) GEORGE E QUILL AND SONS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(143) GLADE PLUMBING & HEATING CO

 
 
CONTRIBUTING EMPLOYER    
          No
(144) GMI MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(145) GRAYCOR INDUSTRIAL CONSTRUCTOR

 
 
CONTRIBUTING EMPLOYER    
          No
(146) GREAT LAKES PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(147) GROSSE MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(148) GUY HEATING & COOLING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(149) H D MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(150) H R STEWART INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(151) HARTWIG PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(152) HAVEL BROTHERS DIVISION OF SHAMBAUGH & SON INC

 
 
CONTRIBUTING EMPLOYER    
          No
(153) HAYES MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(154) HEAT SINK INC

 
 
CONTRIBUTING EMPLOYER    
          No
(155) HEATMASTERS INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(156) HENKELS & MCCOY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(157) HERNANDEZ MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(158) HERRMAN & GOETZ INC

 
 
CONTRIBUTING EMPLOYER    
          No
(159) HILL MECHANICAL GROUP

 
 
CONTRIBUTING EMPLOYER    
          No
(160) HILL MECHANICAL SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(161) HOLOHAN HEATING & SHEET METAL

 
 
CONTRIBUTING EMPLOYER    
          No
(162) HONEYWELL INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(163) HUSSMANN CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(164) ICE BUILDERS

 
 
CONTRIBUTING EMPLOYER    
          No
(165) ICE MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(166) ICON MECHANICAL CONSTRUCTION & ENGINEERING LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(167) IDEAL HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(168) IND CONSTRUCTION SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(169) INDEPENDENT MECHANICAL IND INC

 
 
CONTRIBUTING EMPLOYER    
          No
(170) INDUSTRIAL REFRIGERATION

 
 
CONTRIBUTING EMPLOYER    
          No
(171) INFRASOURCE

 
 
CONTRIBUTING EMPLOYER    
          No
(172) INTEGRATED CONTROL TECH

 
 
CONTRIBUTING EMPLOYER    
          No
(173) INTERNATIONAL PIPING SYSTEMS I

 
 
CONTRIBUTING EMPLOYER    
          No
(174) INTRA-PLANT MAINTENANCE CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(175) INTREN INC

 
 
CONTRIBUTING EMPLOYER    
          No
(176) ISLAND CITY PIPING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(177) J & B MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(178) J B CONTRACTING CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(179) J D A PIPING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(180) J L ALLEN CO LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(181) J M AARUD MECHANICAL CONTR

 
 
CONTRIBUTING EMPLOYER    
          No
(182) J P MECHANICAL SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(183) JADE MECHANICAL SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(184) JASON MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(185) JENSEN PLUMBING & HEATING

 
 
CONTRIBUTING EMPLOYER    
          No
(186) JOHANSEN & ANDERSON INC

 
 
CONTRIBUTING EMPLOYER    
          No
(187) JOHN J CAHILL INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(188) JOHN'S SERVICE SALES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(189) JOHNSON CONTROLS

 
 
CONTRIBUTING EMPLOYER    
          No
(190) JONES ENVIRONMENTAL CONTROL I

 
 
CONTRIBUTING EMPLOYER    
          No
(191) JUST SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(192) K R K MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(193) K S ENERGY SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(194) K-PLUS MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(195) KELLY SYSTEMS INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(196) KEY WEST METAL IND INC

 
 
CONTRIBUTING EMPLOYER    
          No
(197) KORELLIS SYSTEMS CONTROL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(198) KRAMER MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(199) KROESCHELL ENGINEERING

 
 
CONTRIBUTING EMPLOYER    
          No
(200) KUHLMAN INC

 
 
CONTRIBUTING EMPLOYER    
          No
(201) LEE PLUMBING MECH CONT INC

 
 
CONTRIBUTING EMPLOYER    
          No
(202) LILJA CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(203) LITTLE TOMMY'S PLUMBING SHOP

 
 
CONTRIBUTING EMPLOYER    
          No
(204) LOCKWOOD FURNACE COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(205) M E BOCK INC

 
 
CONTRIBUTING EMPLOYER    
          No
(206) M G MECHANICAL CONTRACTING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(207) M K INDUSTRIES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(208) M P SERVICE CO LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(209) M Z I ELECTRIC INC

 
 
CONTRIBUTING EMPLOYER    
          No
(210) MAINSTAY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(211) MARSEILLES SHEET METAL

 
 
CONTRIBUTING EMPLOYER    
          No
(212) MARTIN MECHANICAL CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(213) MARTIN PETERSEN COMPANY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(214) MATRIX NORTH AMERICAN CONSTRUCTION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(215) MATRIX SME INC

 
 
CONTRIBUTING EMPLOYER    
          No
(216) MATTHEW ANTHONY & SONS LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(217) MC INDUSTRIAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(218) MC MECHANICAL CO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(219) MCCAULEY MECHANICAL CONST

 
 
CONTRIBUTING EMPLOYER    
          No
(220) MCDONOUGH MECHANICAL SERV INC

 
 
CONTRIBUTING EMPLOYER    
          No
(221) MEADE ELECTRIC COMPANY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(222) MECCON INDUSTRIES INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(223) MECHANICAL CONCEPTS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(224) MECHANICAL CONCEPTS OF IL

 
 
CONTRIBUTING EMPLOYER    
          No
(225) MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(226) MERCO MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(227) METCALF MARTIN

 
 
CONTRIBUTING EMPLOYER    
          No
(228) METRO PIER EXPOS AUTHORITY

 
 
CONTRIBUTING EMPLOYER    
          No
(229) MICHELS PIPELINE CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(230) MIDWESCO MECHANICAL & ENERGY LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(231) MIDWEST ENERGY SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(232) MIDWEST MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(233) MIDWEST MECHANICAL HOLDING

 
 
CONTRIBUTING EMPLOYER    
          No
(234) MIDWEST REFRIGERATION CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(235) MIDWEST VALVE SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(236) MIHALIS MARINE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(237) MILLER ENGINEERING COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(238) MILLER MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(239) MONACO MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(240) MORRISON CONSTRUCTION COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(241) MURPHY & MILLER INC

 
 
CONTRIBUTING EMPLOYER    
          No
(242) N H P SERVICE COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(243) NAAL PLUMBING & HEATING COMPAN

 
 
CONTRIBUTING EMPLOYER    
          No
(244) NASH BROTHERS CONSTRUCTION CO

 
 
CONTRIBUTING EMPLOYER    
          No
(245) NATIONAL AIR CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(246) NATIONAL HEAT AND POWER CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(247) NOBLE AIR LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(248) NOGLE & BLACK MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(249) NORTH TOWN REFRIGERATION CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(250) NORTHERN PIPELINE CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(251) NORTHERN WEATHERMAKERS HVAC IN

 
 
CONTRIBUTING EMPLOYER    
          No
(252) NORTHWOODS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(253) OAK BROOK MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(254) OELERICH HEATING VENTILATING AIR CONDITIONING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(255) OHARE ENGINEERING

 
 
CONTRIBUTING EMPLOYER    
          No
(256) OLYMPIC PROCESS PIPING

 
 
CONTRIBUTING EMPLOYER    
          No
(257) ORNELAS CONSTRUCTION COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(258) P R STREICH AND SONS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(259) P&MMERCURY MECHANICAL CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(260) PARKWAY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(261) PCI ENERGY SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(262) PEMCO SERVICE COINC

 
 
CONTRIBUTING EMPLOYER    
          No
(263) PERFECT TEMPERATURE CONTROL

 
 
CONTRIBUTING EMPLOYER    
          No
(264) PERFORMANCE MECHANICAL CONTRACTORS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(265) PERFORMANCE TANK INC

 
 
CONTRIBUTING EMPLOYER    
          No
(266) PETER PERELLA & COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(267) PHOENIX BUSINESS SOLUTIONS LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(268) PMC POWER MAINTENANCE & CONSTRUCTORS LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(269) POWER MECHANICAL SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(270) PRECISION CONTROL SYSTEMS OF CHICAGO INC

 
 
CONTRIBUTING EMPLOYER    
          No
(271) PRECISION CONTROL SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(272) PRECISION MECHANICAL CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(273) PRECISION PIPING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(274) PREMIER MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(275) PRICE GREGORY INTERNATIONAL

 
 
CONTRIBUTING EMPLOYER    
          No
(276) PRIDE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(277) PRO FIT SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(278) PRO-TEK MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(279) PROCESS PIPING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(280) PROTEX INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(281) PURCO

 
 
CONTRIBUTING EMPLOYER    
          No
(282) PYRAMID MECHANICAL CONTRACTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(283) QU-BAR MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(284) QUALITY CONTROL SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(285) QUALITY MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(286) Q3 CONTRACTING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(287) R & R INC

 
 
CONTRIBUTING EMPLOYER    
          No
(288) R W REFRIGERATION DIST CO

 
 
CONTRIBUTING EMPLOYER    
          No
(289) RACHKE PIPING & MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(290) RAM MECHANICAL SERVICE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(291) RAVINIA PLUMBING & HEATING CO

 
 
CONTRIBUTING EMPLOYER    
          No
(292) REARICKS INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(293) REFRIGERATION SERVICE COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(294) REFRIGERATION SPECIALISTS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(295) REFRIGERATION SYSTEMS OF ILL

 
 
CONTRIBUTING EMPLOYER    
          No
(296) RELIABLE CONTRACTING & EQUIPMENT

 
 
CONTRIBUTING EMPLOYER    
          No
(297) RICE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(298) RIVERSIDE MECHANICAL SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(299) RMC INLAND MECH WESTTOWN REFRIGERATION DBA RMC INC

 
 
CONTRIBUTING EMPLOYER    
          No
(300) ROBERTS ENVIRONMENTAL CONTROL

 
 
CONTRIBUTING EMPLOYER    
          No
(301) ROBERTS PIPELINE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(302) ROSS MECHANCIAL GROUP INC

 
 
CONTRIBUTING EMPLOYER    
          No
(303) S MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(304) SACHS ELECTRIC

 
 
CONTRIBUTING EMPLOYER    
          No
(305) SARGENT ELECTRIC COMPANY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(306) SCHECK MECHANICAL CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(307) SCHOOL CITY OF HAMMOND

 
 
CONTRIBUTING EMPLOYER    
          No
(308) SEA - M & E CONSULTANTS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(309) SEASON COMFORT CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(310) SENDRA SERVICE CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(311) SERVICE MECHANICAL INDUSTRIES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(312) SHERMAN MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(313) SIEMENS INDUSTRY INC

 
 
CONTRIBUTING EMPLOYER    
          No
(314) SIEVERT MECHANICAL SERVICES IN

 
 
CONTRIBUTING EMPLOYER    
          No
(315) SOUTHTOWN REFRIGERATION CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(316) SOUTHWEST MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(317) STANTON MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(318) STATE AUTOMATIC HEATING CO

 
 
CONTRIBUTING EMPLOYER    
          No
(319) STATE MECHANICAL SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(320) STENSTROM EXCAVATION & BLACKTP

 
 
CONTRIBUTING EMPLOYER    
          No
(321) STEVENS ENGINEERS & CONSTRUCTORS

 
 
CONTRIBUTING EMPLOYER    
          No
(322) STONE & WEBSTER CONSTRUCTION

 
 
CONTRIBUTING EMPLOYER    
          No
(323) SUMMIT REFRIGERATION GROUP INC

 
 
CONTRIBUTING EMPLOYER    
          No
(324) SUN RAY HEATING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(325) SUPERIOR TEST & BALANCE INC

 
 
CONTRIBUTING EMPLOYER    
          No
(326) T&M MECHANICAL CONSTRUCTION IN

 
 
CONTRIBUTING EMPLOYER    
          No
(327) TCJ MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(328) TECH REFRIGERATION SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(329) TECHNICOOL CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(330) TEMP CONTROL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(331) TEMPERATURE ENGINEERING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(332) TEMPERATURE SERVICE COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(333) TESTONE MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(334) THE AMERICAN GROUP OF CONSTRUCTORSRAMIREZ & MARSCH

 
 
CONTRIBUTING EMPLOYER    
          No
(335) THE HEAT ENGINEERING COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(336) THERM FLO INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(337) THERMO MECHANICAL SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(338) THERMO PIPING INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(339) THIENEMAN CONSTRUCTION INC

 
 
CONTRIBUTING EMPLOYER    
          No
(340) TITAN MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(341) TOBIN BROTHERS

 
 
CONTRIBUTING EMPLOYER    
          No
(342) TRANSLOGIC CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(343) TREBOR INDUSTRIES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(344) TRI STAR MECHANICAL SERVICES I

 
 
CONTRIBUTING EMPLOYER    
          No
(345) TRI-COUNTY IRRIGATION & PLUMBING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(346) TRIANGLE MECHANICAL SERVICES

 
 
CONTRIBUTING EMPLOYER    
          No
(347) TURNER INDUSTRIAL MAINTENANCE

 
 
CONTRIBUTING EMPLOYER    
          No
(348) U S REFRIGERATION SALES AND SERVICES CORPORATION

 
 
CONTRIBUTING EMPLOYER    
          No
(349) UBM MECHANICAL SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(350) UNITED METERS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(351) UNIVERSAL PIPING INC

 
 
CONTRIBUTING EMPLOYER    
          No
(352) V J KILLIAN COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(353) V P MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
(354) VARGAS MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(355) VARIO MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(356) VEHICLE LIFTS & MECHANICAL EQUIPMENT INC

 
 
CONTRIBUTING EMPLOYER    
          No
(357) VORIS MECHANICAL INCORPORATED

 
 
CONTRIBUTING EMPLOYER    
          No
(358) W E BISHOP & COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(359) W J M INDUSTRIAL SERVICES INC

 
 
CONTRIBUTING EMPLOYER    
          No
(360) W J O'NEIL CHICAGO LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(361) WALWORTH MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(362) WANTUCK AND SONS HEATING AND AIR CONDITIONING COMPANY

 
 
CONTRIBUTING EMPLOYER    
          No
(363) WELD TECH SERVICES CORP

 
 
CONTRIBUTING EMPLOYER    
          No
(364) WELLS MECHANICAL CONTRACTOR

 
 
CONTRIBUTING EMPLOYER    
          No
(365) WESTSIDE MECH DESIGNBUILD

 
 
CONTRIBUTING EMPLOYER    
          No
(366) WESTSIDE MECH SERVICES LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(367) WESTSIDE MECHANICAL LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(368) YOUNA MECHANICAL INC

 
 
CONTRIBUTING EMPLOYER    
          No
(369) YOUNGREN'S INC

 
 
CONTRIBUTING EMPLOYER    
          No
(370) ZENTEL TECH LLC

 
 
CONTRIBUTING EMPLOYER    
          No
(371) ZONE COMFORT SYSTEMS INC

 
 
CONTRIBUTING EMPLOYER    
          No
(372) ZONE MECHANICAL

 
 
CONTRIBUTING EMPLOYER    
          No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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