TY 2019 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
Anthem Insurance Company 220 Virginia Avenue Indianapolis,IN46204	PPO	1,164,456
United Healthcare PO Box 29675 Hot Springs,AR71903	PDP	2,828,936
R&E Software Designs 1620 S 7th Street Terre Haute,IN47802	Software Consulting	116,685


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 3

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

Pipe Trades Industry Health and Welfare
Plan

Employer identification number

35-1063466

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 .....	2,000		2,000
b	Buildings ....	275,326	231,202	44,124
c	Leasehold improvements
d	Equipment ....
e	Other .....	479,945	463,040	16,905
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				63,029

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on 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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
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) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	43,985,971
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,556,161
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	1,556,161
3	Subtract line 2e from line 1..................			3	42,429,810
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	37,000
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	37,000
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	42,466,810

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	36,880,344
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
3	Subtract line 2e from line 1...................			3	36,880,344
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	37,000
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	37,000
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	36,917,344

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

Schedule D (Form 990) 2019

Additional Data

Software ID:	19009920
Software Version:	2019v5.0

- TIN:

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

Pipe Trades Industry Health and Welfare
Plan

Employer identification number

35-1063466

Return Reference	Explanation
Form 990, Part VI, Line 11b: Form 990 Review Process	All trustees do not review the annual 990; however, the Plan's Administrator and the signing officer (Chairman) reviews the Form 990 upon its completion prior to its submission to the IRS.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	Documents are available for review at office located at 8680 E. Milner Avenue, Terre Haute, IN.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:	19009920
Software Version:	2019v5.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

Pipe Trades Industry Health and Welfare
Plan

Employer identification number

35-1063466

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?
(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	Yes	No
(1)Local Union No 136 2300 St Joseph IPD Evansville,IN47720		IN			N/A		No
(2)Local Union No 184 1332 Broadway Paducah,KY42001		KY			N/A		No
(3)Pipe Trades H & W Plan P O Box 3040 Terre Haute,IN47803		IN			N/A		No
(4)Plumbers & Fitters #157 8801 East Milner Avenue Terre Haute,IN47803		IN			N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

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	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Galloway Plbg & Mech LLC 3230 Central Avenue Paducah,KY42001		KY	N/A				No			No
(2) ICI Mechanical LLC 611 House Road Boaz,KY42027		KY	N/A				No			No
(3) Morsey Constructors LLC 959 Dr Smith Lane Calvert City,KY42026		KY	N/A				No			No
(4) Shambaugh & Son LP PO Box 1287 Fort Wayne,IN46801		IN	N/A				No			No
(5) Hamilton Mechanical LLC 6848 Tadpole Ct Indianapolis,IN46237		IN	N/A				No			No
(6) SR Mechanical LLC 6302 State Road 60E Orleans,IN47452		IN	N/A				No			No
(7) Alliant Mechanical Serv 1330 W Maryland St Evansville,IN47710		IN	N/A				No			No
(8) CBRE GWS LLC 2100 Ross Ave Suite 1600 Dallas,TX75201		TX	N/A				No			No
(9) HM White Contracting LLC 12855 Burt Road Detroit,MI48223		MI	N/A				No			No
(10) Thompson Plumbing LLC 1865 Slickback Road Benton,KY42025		KY	N/A				No			No
(11) Yandle Tubes LLC 1321 Summer St Newberry,SC29108		SC	N/A				No			No
(12) Spartan Mechanical LLC PO Box 27 Avoca,IN47420		IN	N/A				No			No
(13) Fluid Technologies LLC 3247 E CR 300 N Logansport,IN46947		IN	N/A				No			No
(14) Walsh Industrial Piping PO Box 11400 Lexington,KY40575		KY	N/A				No			No
(15) Terry Plumbing Co 5503 S Lagrange Rd Countryside,IL60525		IL	N/A				No			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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) A A Huber & Sons Inc 500 North Jackson St Greencastle,IN46135		IN	N/A					No
(2) Alpha Mechanical Service 7200 Distribution Dr Louisville,KY40258		KY	N/A					No
(3) Azco Inc PO Box 567 Appleton,WI54912		WI	N/A					No
(4) B & S Plbg & Htg Inc 775 West Johnson Ave Terre Haute,IN47802		IN	N/A					No
(5) Bass Maintenance Corp PO Box 98 Wickliffee,KY42087		KY	N/A					No
(6) Benchmark Mechanical 700 E Firmin St Suite 112 Kokomo,IN46902		IN	N/A					No
(7) Big Inch Fab and Constr PO Box 99 Montezuma,IN47862		IN	N/A					No
(8) BMW Constructors Inc 1740 West Michigan St Indianapolis,IN46222		IN	N/A					No
(9) Bowen Engineering Corp PO Box 40729 Indianapolis,IN46240		IN	N/A					No
(10) Buds Plbg Ser Inc 400 East llinois Evansville,IN47711		IN	N/A					No
(11) CMI Heating and Air PO Box 3374 Paducah,KY42001		KY	N/A					No
(12) Carrier Building Service 5900 Northwoods Business Pkwy Charlotte,NC28269		NC	N/A					No
(13) Cesa Contractors Inc PO Box 525 Calvert City,KY42029		KY	N/A					No
(14) Chester Mechanical Inc 331 North 12th Street Paducah,KY42002		KY	N/A					No
(15) Custom Mechanical Const 1609 Allens Lane Evansville,IN47710		IN	N/A					No
(16) D A Dodd 14 East Michigan St Rolling Prairie,IN46371		IN	N/A					No
(17) D K Construction Co PO Box 388 Calvert City,KY42029		KY	N/A					No
(18) Debra-Kuempel 3976 Southern Avenue Cincinnati,OH45227		OH	N/A					No
(19) Deig Bros Lbr & Constr Co 2804 A St Evansville,IN47712		IN	N/A					No
(20) Dunlap & Company Inc PO Box 328 Columbus,OH47202		OH	N/A					No
(21) Education & Training 5820 Benton Rd Paducah,KY42003		KY	N/A					No
(22) Educational Trust Fund 8801 East Milner Ave Terre Haute,IN47803		IN	N/A					No
(23) Enerfab Corporation 4955 Spring Grove Ave Cincinnati,OH45232		OH	N/A					No
(24) Ev Plumbers Apprentice 4301 N St Joseph Ave Evansville,IN47720		IN	N/A					No
(25) Freitag-Weinhardt Inc 5900 N 13th St Terre Haute,IN47805		IN	N/A					No
(26) G-UB-MK Constructors 1302 Topside Road Louisville,TN37764		TN	N/A					No
(27) Garys Plumbing Service 2512 North Cullen Evansville,IN47715		IN	N/A					No
(28) Gibson Services Comp Inc 6000 North 13th St Terre Haute,IN47805		IN	N/A					No
(29) Graves Plbg Htg & AC PO Box 238 Switz City,IN47465		IN	N/A					No
(30) Graycor Industrial Const 2 Mid America Plaza Villa Park,IL60181		IL	N/A					No
(31) Hampton Refrigeration Inc 2711 North Cullen Ave Evansville,IN47715		IN	N/A					No
(32) Harrell-Fish Inc PO Box 1998 Bloomington,IN47402		IN	N/A					No
(33) Hartig Plumbing Inc 10105 Bob Harris Rd Kevil,KY42053		KY	N/A					No
(34) Heflin Industries Inc 5267 E West Airport Bloomington,IN47403		IN	N/A					No
(35) Heinz H G Inc PO Box 123 Vincennes,IN47591		IN	N/A					No
(36) Honeywell Inc 1985 Douglas Drive N Golden Valley,MN55422		MN	N/A					No
(37) IPT Pension Plan 8680 East Milner Ave Terre Haute,IN47803		IN	N/A					No
(38) ICU Service Company PO Box 6866 Lafayette,IN47904		IN	N/A					No
(39) Ind St Pipe Trades Assoc PO Box 8916 Fort Wayne,IN46898		IN	N/A					No
(40) Industrial Contrs Inc 75-20 Astoria Blvd Ste 200 East Elmhurst,NY11370		NY	N/A					No
(41) Industrial Supply Company 322-328 N 9th St Terre Haute,IN47807		IN	N/A					No
(42) J L Allen Company PO Box 341 Tuscola,IL61953		IL	N/A					No
(43) Johnson Controls Inc 507 E Michigan St Milwaukee,WI53202		WI	N/A					No
(44) Mastercraft Mechanical 13980 E Capt J Nelson Dr Odon,IN47562		IN	N/A					No
(45) McIntyre Brothers Inc PO Box 67 Bedford,IN47421		IN	N/A					No
(46) McReynolds Process Pipin PO Box 125 Gracey,KY42232		KY	N/A					No
(47) Mech Tech 5267 B West Airport Rd Bloomington,IN47403		IN	N/A					No
(48) Messmer Mechanical Inc 402 3rd Ave Jasper,IN47546		IN	N/A					No
(49) Michels Pipeline 817 W Main Brownsville,WI53006		WI	N/A					No
(50) Midwest Mechanical PO Box 4088 Evansville,IN47711		IN	N/A					No
(51) Miller Pipeline Corp PO Box 34141 Indianapolis,IN46234		IN	N/A					No
(52) MMC Contractors National 13800 Wyandotte St Kansas City,MO64145		MO	N/A					No
(53) Morris Construction Inc PO Box 377 Robinson,IL62454		IL	N/A					No
(54) Morrow Mechanical Svcs PO Box 6514 Evansville,IN47719		IN	N/A					No
(55) Muensterman Wilburn 2125 Lexington St Evansville,IN47712		IN	N/A					No
(56) Murtco Mechanical Inc 815 Abell St Paducah,KY42003		KY	N/A					No
(57) Newjac Inc 415 S Grant St Lebanon,IN46052		IN	N/A					No
(58) North Mech Contr Inc 2627 N Emerson Indianapolis,IN46218		IN	N/A					No
(59) PCR Plumbing 600 Ingle Street Evansville,IN47708		IN	N/A					No
(60) Paducah Mechanical Service PO Box 2909 Paducah,KY42001		KY	N/A					No
(61) Quality Pldg & Htg Inc PO Box 428 Bunker Hill,IN46914		IN	N/A					No
(62) Reliable Plbg & Htg Co 1411 Interstate Dr Champaign,IL61826		IL	N/A					No
(63) Ritzert Company Inc 3117 Kratzville Rd Evansville,IN47710		IN	N/A					No
(64) Schmitt Refrig & AC 200 S Governor Evansville,IN47713		IN	N/A					No
(65) Senco Construction Inc Hwy 33 East Robinson,IL62454		IL	N/A					No
(66) Senex X-Ray Company Hwy 33 East Robinson,IL62454		IL	N/A					No
(67) Shekell J E Inc 424 W Tennessee St Evansville,IN47710		IN	N/A					No
(68) State Group Industrial 13800 Hwy 57 Evansville,IN47725		IN	N/A					No
(69) Sterling Boiler & Mech PO Box 8004 Evansville,IN47716		IN	N/A					No
(70) Strahl Frank and Son 401 North Washington Danville,IL61832		IL	N/A					No
(71) Superior Mechanical Inc 648 Walnut Street Terre Haute,IN47807		IN	N/A					No
(72) Sycamore Engineering PO Box 1056 Terre Haute,IN47808		IN	N/A					No
(73) Travis Construction Co PO Box 248 Calvert City,KY42029		KY	N/A					No
(74) Triangle Enterprises Inc 3630 Cairo Rd Paducah,KY42001		KY	N/A					No
(75) United Mechanical HVAC 3233 Clarks River Rd Ste 1 Paducah,KY42003		KY	N/A					No
(76) Universal Piping Inc 12900 Capital St Oak Park,MI48237		MI	N/A					No
(77) Venture Mechanical Contr 1012 E Williams St Danville,IL61832		IL	N/A					No
(78) Weddle Plumbing Inc PO Box 6253 Bloomington,IN47407		IN	N/A					No
(79) Williams Plant Services 100 Crescent Centre Pkwy Ste 1240 Tucker,GA30084		GA	N/A					No
(80) Consolidated Mechanical 2701 Greenriver Dr Owensboro,KY42303		KY	N/A					No
(81) United Construction Co 3120 Northwestern Pike Parkersburg,WV26104		WV	N/A					No
(82) Alstadt Plumbing Service 1401 Buchannan Rd Evansville,IN47720		IN	N/A					No
(83) Bec Mechanical 208 East Broadway Ogden,IL61859		IL	N/A					No
(84) Eagle Mechanical Inc 4042 W 71st Street Ste A Indianapolis,IN46268		IN	N/A					No
(85) Haase Mechancial Const 441 Hoffman Dr Henderson,KY42420		KY	N/A					No
(86) Infrasource Underground 2311 Green Card Ste D Ann Arbor,MI48105		MI	N/A					No
(87) Atlantic Plant Maintenance Inc 3225 Pasadena Blvd Pasadena,TX77503		TX	N/A					No
(88) East Central Illinois Benefit Fd 13537 Barrett Parkway Dr Ballwin,MO63021		MO	N/A					No
(89) HMH Contractors Inc 817 Millbrook Lane Kokomo,IN46901		IN	N/A					No
(90) John E Green Company 220 Victor Ave Highland Park,MI48203		MI	N/A					No
(91) NKC Conveyor Int Co 1572 E Brooks Rd Memphis,TN38116		TN	N/A					No
(92) Western KY Industrial Con PO Box 641 Calvert City,KY42029		KY	N/A					No
(93) Aecom Energy & Cont Inc 6200 S Quebec St Greenwood Village,CO80111		CO	N/A					No
(94) Mariner Mechanical HVAC PO Box 782 Paducah,KY42002		KY	N/A					No
(95) County Wide ELEPLBHTG 402 S Washington St Delphi,IN46923		IN	N/A					No
(96) Illinois Mech Service & D PO Box 10494 Peoria,IL61612		IL	N/A					No
(97) Tron Mechanical Inc PO Box 691 Mt Vernon,IN47620		IN	N/A					No
(98) H & R Mechanical 1703 Cincinnati Pike Georgetown,KY40324		KY	N/A					No
(99) Industrial Piping Inc 712 W 15th St Hopkinsville,KY42240		KY	N/A					No
(100) Central State Constr Inc PO Box 277 Marshall,IL62441		IL	N/A					No
(101) Mel-Kay Electric Co Inc 1511 N Garvin St Evansville,IN47711		IN	N/A					No
(102) A&R Mechanical Contrs 711 Kettering Park Urbana,IL61803		IL	N/A					No
(103) API Inc 1100 Old Hwy 8 NW New Brighton,MN55112		MN	N/A					No
(104) General Piping Inc PO Box 34367 Indianapolis,IN46234		IN	N/A					No
(105) Progressive Mechanical 10800 Galaxie Ave Ferndale,MI48220		MI	N/A					No
(106) C R Meyer and Sons Co PO Box 2157 Oshkosh,WI54903		WI	N/A					No
(107) H M C Service Company 6909 Enterprise Dr Louisville,KY40214		KY	N/A					No
(108) Mechanical Inc PO Box 690 Freeport,IL61032		IL	N/A					No
(109) F M Sylvan Inc 317 Wilhagan Rd Nashville,TN37217		TN	N/A					No
(110) Fluor Maintenance Service 1 Fluor Daniel Dr Sugar Land,TX77478		TX	N/A					No
(111) Mechanical Corp 1001 Commerce Pkwy Greenwood,IN46143		IN	N/A					No
(112) Above All Service 819 Front Royal Dr Indianapolis,IN46227		IN	N/A					No
(113) All Kraft Inc PO box 5317 South Fulton,TN38257		TN	N/A					No
(114) Ballard Plumbing Service 7320 Wurth Rd Paducah,KY42001		KY	N/A					No
(115) Cobian Utility Contractors 3540 River Bend Dr Racine,WI53404		WI	N/A					No
(116) Construction & Turnaround 1900 N 161st E Ave Tulsa,OK74116		OK	N/A					No
(117) E O S Mechanical 343 Lively Blvd Elk Grove Village,IL60007		IL	N/A					No
(118) Fisher Contracting Co 3401 Contractor Drive Midland,MI48642		MI	N/A					No
(119) Harris Company 909 Montreal Circle St Paul,MN55102		MN	N/A					No
(120) Jetts Specialty Contracting 660 Chester Hack Dr Paducah,KY42003		KY	N/A					No
(121) Kiewit Power Constructor 611 Old Highway 70 S Rogersville,TN37857		TN	N/A					No
(122) Kinf-Lar Company 2020 E Olive St Decatur,IL62526		IL	N/A					No
(123) Mc GrawKokosing 101 Clark Blvd Liberty Township,OH45044		OH	N/A					No
(124) Meade Electric Company 625 Willowbrook Center Pkwy Willowbrook,IL60527		IL	N/A					No
(125) Mel-Kay Plumbing 1511 N Garvin Street Evansville,IN47711		IN	N/A					No
(126) Nooter Construction Co 1500 S 2nd St St Louis,MO63104		MO	N/A					No
(127) NPL Construction 2121 Maxim Dr Joliet,IL60436		IL	N/A					No
(128) Pipco Ltd 1409 W Altorfer Dr Peoria,IL61615		IL	N/A					No
(129) Pipe Works 472 S Main St Martinsville,IN46151		IN	N/A					No
(130) Process Mechanical System 1343 E Wisconsin Ave Pewaukee,WI53072		WI	N/A					No
(131) Project Design & Piping Inc 3615 Transportation Dr Fort Wayne,IN46818		IN	N/A					No
(132) Straightline Refrigeration 1925 W Packard St Appleton,WI54914		WI	N/A					No
(133) Temp Masters Inc 5975 N 300 W Uniondale,IN46791		IN	N/A					No
(134) Universal Piping Inc 1 Presidential Dr Roselle,IL60172		IL	N/A					No

Schedule R (Form 990) 2019

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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) 2019

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

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) 2019

Additional Data

Software ID:	19009920
Software Version:	2019v5.0

1	Briefly describe the organization’s mission or most significant activities: Provide health and welfare benefits to members.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	6
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	9
6	Total number of volunteers (estimate if necessary) .............	6
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 39 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		0
9	Program service revenue (Part VIII, line 2g) .........	39,705,235	41,633,981
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	965,923	814,420
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		18,409
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	40,671,158	42,466,810
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	35,049,742	34,385,807
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	639,868	630,382
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,849,488	1,901,155
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	37,539,098	36,917,344
19	Revenue less expenses. Subtract line 18 from line 12.......	3,132,060	5,549,466
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	38,783,453	45,984,789
21	Total liabilities (Part X, line 26).............	1,039,233	1,134,942
22	Net assets or fund balances. Subtract line 21 from line 20.....	37,744,220	44,849,847

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 36,916,738 including grants of $ ) (Revenue $ 41,633,981 )
	Health and welfare benefits paid to/for members and dependents and related expenses.

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 expenses36,916,738

(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
(A) Name and title
(1) Stephanie Morgan...................................................................... Admin Manager	40.00 ................. 0.00		X	89,775	0	35,973
(2) Mark Swaner...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(3) Mark A Unger...................................................................... Chairman	4.00 ................. 0.00	X	X	0	0	0
(4) Keith Murt...................................................................... Vice-Chairman	2.00 ................. 0.00	X	X	0	0	0
(5) Keith Kolb...................................................................... Trustee	2.00 ................. 0.00	X		0	0	0
(6) John Bates...................................................................... Vice-Chairman	2.00 ................. 0.00	X	X	0	0	0
(7) Kyle Henderson...................................................................... Sec-Treasurer	4.00 ................. 0.00	X	X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	89,775	35,973

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 above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		0

		Business Code
2a	Employer Contributions	900099	38,041,543	38,041,543
b	Participant Contributions	900099	3,592,438	3,592,438
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		41,633,981

3 Investment income (including dividends, interest, and othersimilar amounts) ......			950,647			950,647
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		5,084,241	7a
b	Less: cost or other basis and sales expenses		5,220,468	7b
c	Gain or (loss)		-136,227	7c
d	Net gain or (loss).........			-136,227			-136,227
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	Misc. Other Income		900099	3,667	3,667
b	Supplemental Reimbursemen		900099	14,742	14,742
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			18,409
12	Total revenue. See instructions.....			42,466,810	41,652,390		814,420

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	34,385,807	34,385,807
5	Compensation of current officers, directors, trustees, and key employees ...........	125,748	125,748
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	263,650	263,650
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	92,891	92,891
9	Other employee benefits .......	120,265	120,265
10	Payroll taxes ...........	27,828	27,828
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	45,642	45,642
c	Accounting ...........	35,597	35,597
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	37,000	37,000
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,464,717	1,464,717
12	Advertising and promotion ....	0
13	Office expenses .......	13,654	13,654
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	11,790	11,790
17	Travel ............	2,734	2,128	606
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	11,483	11,483
23	Insurance ...	132,493	132,493
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	Postage and Shipping	73,674	73,674
b	Printing and Publications	16,401	16,401
c	Other Taxes	14,868	14,868
d	Equipment Rental	12,676	12,676
e	All other expenses	28,426	28,426
25	Total functional expenses. Add lines 1 through 24e	36,917,344	36,916,738	606	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			100	1	100
2	Savings and temporary cash investments .........			5,566,272	2	8,628,085
3	Pledges and grants receivable, net ......				3	0
4	Accounts receivable, net .............			4,177,846	4	3,576,835
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6	0
7	Notes and loans receivable, net ...........				7	0
8	Inventories for sale or use ............				8	0
9	Prepaid expenses and deferred charges ......			13,782	9	16,857
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	757,271
b	Less: accumulated depreciation	10b	694,242	69,498	10c	63,029
11	Investments—publicly traded securities .			28,910,493	11	33,669,643
12	Investments—other securities. See Part IV, line 11 .....				12	0
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets ...............				14	0
15	Other assets. See Part IV, line 11 ...........			45,462	15	30,240
16	Total assets. Add lines 1 through 15 (must equal line 33)...			38,783,453	16	45,984,789

17	Accounts payable and accrued expenses .....	1,039,233	17	1,134,942
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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		25
26	Total liabilities. Add lines 17 through 25..	1,039,233	26	1,134,942

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds	37,744,220	31	44,849,847
32	Total net assets or fund balances ...........	37,744,220	32	44,849,847
33	Total liabilities and net assets/fund balances ........	38,783,453	33	45,984,789