TY 2021 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
MARATHON HEALTH 20 WINOOSKI FALLS WAY STE 400 WINOOSKI,VT05404	EMPLOYEE HEALTH PROVIDER	2,649,646
NATIONAL INVESTMENT SERVICES 777 EAST WISCONSIN AVE STE 2350 MILWAUKEE,WI53202	INVESTMENT MANAGEMENT	362,238
MEDICAL COST MANAGEMENT CORP 200 W MONROE ST STE 1850 CHICAGO,IL60606	HEALTH & MEDICAL	293,642
JOHNSON & KROL 311 S WACKER DR STE 1050 CHICAGO,IL60606	ATTORNEY	257,319
BASYS 3700 KOPPERS STREET STE 400 BALTIMORE,MD21227	INFORMATION TECHNOLOGY	227,625
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 9

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Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

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

OMB No. 1545-0047

2021

Name of the organization

PIPE FITTERS' WELFARE FUND LOCAL 597

Employer identification number

36-2141703

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization PIPE FITTERS' WELFARE FUND LOCAL 597

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization PIPE FITTERS' WELFARE FUND LOCAL 597		Employer identification number 36-2141703

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization PIPE FITTERS' WELFARE FUND LOCAL 597			Employer identification number 36-2141703
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- 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

2021

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" 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) 2021

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 .....
b	Buildings ....
c	Leasehold improvements	4,445,378	2,262,329	2,183,049
d	Equipment ....	1,316,307	883,233	433,074
e	Other .....	61,836	10,306	51,530
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,667,653

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other 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 (A) COMMON COLLECTIVE TRUST	109,343,810	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	109,343,810

Part VIII

Investments - Program 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,305,134
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) 2021

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	178,365,380
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	7,898,307
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	7,898,307
3	Subtract line 2e from line 1..................			3	170,467,073
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	416,035
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	416,035
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	170,883,108

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	174,343,284
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	174,343,284
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	416,035
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	416,035
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	174,759,319

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:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

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

OMB No. 1545-0047

2021

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

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2021

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1KEVIN MORRISSEY TRUSTEE	(i) (ii)	0 ------------- 294,111	0 ------------- 0	0 ------------- 9,632	0 ------------- 129,982	0 ------------- 25,862	0 ------------- 459,587	0 ------------- 0
2CHRISTOPHER HERNANDEZ TRUSTEE	(i) (ii)	0 ------------- 213,382	0 ------------- 0	0 ------------- 10,976	0 ------------- 107,819	0 ------------- 25,862	0 ------------- 358,039	0 ------------- 0
3MICHAEL MALONEY TRUSTEE	(i) (ii)	186,201 ------------- 22,416	0 ------------- 0	3,216 ------------- 4,000	53,656 ------------- 6,170	26,006 ------------- 0	269,079 ------------- 32,586	0 ------------- 0
4NICHOLE LINHARDT ADMINISTRATOR	(i) (ii)	225,000 ------------- 0	0 ------------- 0	10,608 ------------- 0	14,775 ------------- 0	19,305 ------------- 0	269,688 ------------- 0	0 ------------- 0
5DENNIS HAHNEY TRUSTEE (NEW)	(i) (ii)	0 ------------- 122,521	0 ------------- 0	0 ------------- 11,670	0 ------------- 104,226	0 ------------- 25,862	0 ------------- 264,279	0 ------------- 0

Schedule J (Form 990) 2021

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

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

2021

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 11B	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 ENTIRE 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 THESES INDIVIDUALS BY THE REPORTING ORGANIZATION AND REPORTED ON FORM W-2 PREPARED BY THE REPORTING ORGANIZATION.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- 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

2021

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?
(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)PIPE FITTERS' RETIREMENT FUND LOCAL 597 45 NORTH OGDEN CHICAGO,IL60607 62-6105084	PROVIDES RETIREMENT BENEFITS	IL	401(A)		NOT APPLICABLE		No
(2)PIPEFITTERS ASSOCIATION LOCAL 597 401(K) 45 NORTH OGDEN CHICAGO,IL60607 36-1820310	PROVIDES RETIREMENT BENEFITS	IL	401(A)		NOT APPLICABLE		No
(3)PIPEFITTERS TRAINING FUND LOCAL 597 10850 W 187TH ST MOKENA,IL60448 36-2536349	PROVIDES TRAINING TO PARTICIPANTS	IL	501(C)5		NOT APPLICABLE		No
(4)PIPEFITTERS LOCAL 120	CONTRIBUTING EMPLOYER						No
(5)PIPEFITTERS LOCAL 392	CONTRIBUTING EMPLOYER						No
(6)PLUMBERS AND PIPEFITTERS LOCAL UNION 23	CONTRIBUTING EMPLOYER						No
(7)PLUMBERS AND PIPEFITTERS LOCAL UNION 25	CONTRIBUTING EMPLOYER						No
(8)PLUMBERS AND PIPEFITTERS LOCAL UNION 101	CONTRIBUTING EMPLOYER						No
(9)PLUMBERS AND PIPEFITTERS LOCAL UNION 123	CONTRIBUTING EMPLOYER						No
(10)PLUMBERS AND PIPEFITTERS LOCAL UNION 172	CONTRIBUTING EMPLOYER						No
(11)PLUMBERS AND PIPEFITTERS LOCAL UNION 189	CONTRIBUTING EMPLOYER						No
(12)PLUMBERS AND PIPEFITTERS LOCAL UNION 190	CONTRIBUTING EMPLOYER						No
(13)PLUMBERS AND PIPEFITTERS LOCAL UNION 295	CONTRIBUTING EMPLOYER						No
(14)PLUMBERS AND PIPEFITTERS LOCAL UNION 322	CONTRIBUTING EMPLOYER						No
(15)PLUMBERS AND PIPEFITTERS LOCAL UNION 333	CONTRIBUTING EMPLOYER						No
(16)PLUMBERS AND PIPEFITTERS LOCAL UNION 344	CONTRIBUTING EMPLOYER						No
(17)PLUMBERS AND PIPEFITTERS LOCAL UNION 354	CONTRIBUTING EMPLOYER						No
(18)PLUMBERS AND PIPEFITTERS LOCAL UNION 357	CONTRIBUTING EMPLOYER						No
(19)PLUMBERS AND PIPEFITTERS LOCAL UNION 393	CONTRIBUTING EMPLOYER						No
(20)PLUMBERS AND PIPEFITTERS LOCAL UNION 430	CONTRIBUTING EMPLOYER						No
(21)PLUMBERS AND PIPEFITTERS LOCAL UNION 440	CONTRIBUTING EMPLOYER						No
(22)PLUMBERS AND PIPEFITTERS LOCAL UNION 520	CONTRIBUTING EMPLOYER						No
(23)PLUMBERS AND PIPEFITTERS LOCAL UNION 525	CONTRIBUTING EMPLOYER						No
(24)PLUMBERS AND PIPEFITTERS LOCAL UNION 553	CONTRIBUTING EMPLOYER						No
(25)PLUMBERS AND PIPEFITTERS LOCAL UNION 562	CONTRIBUTING EMPLOYER						No
(26)PLUMBERS AND PIPEFITTERS LOCAL UNION 572	CONTRIBUTING EMPLOYER						No
(27)PLUMBERS AND PIPEFITTERS LOCAL UNION 675	CONTRIBUTING EMPLOYER						No
(28)PLUMBERS AND PIPEFITTERS LOCAL UNION 725	CONTRIBUTING EMPLOYER						No
(29)PLUMBERS AND STEAMFITTERS LOCAL UNION 21	CONTRIBUTING EMPLOYER						No
(30)PLUMBERS AND STEAMFITTERS LOCAL UNION 50	CONTRIBUTING EMPLOYER						No
(31)PLUMBERS AND STEAMFITTERS LOCAL UNION 118	CONTRIBUTING EMPLOYER						No
(32)PLUMBERS AND STEAMFITTERS LOCAL UNION 150	CONTRIBUTING EMPLOYER						No
(33)PLUMBERS AND STEAMFITTERS LOCAL UNION 290	CONTRIBUTING EMPLOYER						No
(34)PLUMBERS AND STEAMFITTERS LOCAL UNION 400	CONTRIBUTING EMPLOYER						No
(35)PLUMBERS AND STEAMFITTERS LOCAL UNION 421	CONTRIBUTING EMPLOYER						No
(36)PLUMBERS AND STEAMFITTERS LOCAL UNION 434	CONTRIBUTING EMPLOYER						No
(37)PLUMBERS AND STEAMFITTERS LOCAL UNION 464	CONTRIBUTING EMPLOYER						No
(38)PLUMBERS AND STEAMFITTERS LOCAL UNION 598	CONTRIBUTING EMPLOYER						No
(39)STEAMFITTERS LOCAL 420	CONTRIBUTING EMPLOYER						No
(40)STEAMFITTERS LOCAL 449	CONTRIBUTING EMPLOYER						No
(41)STEAMFITTERS LOCAL 614	CONTRIBUTING EMPLOYER						No
(42)PLUMBERS PIPEFITTERS AND SERVICE TECHNICIANS LOCAL UNION 72	CONTRIBUTING EMPLOYER						No
(43)PLUMBERS AND PIPEFITTERS LOCAL UNION 803	CONTRIBUTING EMPLOYER						No
(44)ARIZONA PIPE TRADES	CONTRIBUTING EMPLOYER						No
(45)DULUTH BUILDING TRADES	CONTRIBUTING EMPLOYER						No
(46)EAST CENTRAL IL PIPE TRADES	CONTRIBUTING EMPLOYER						No
(47)ILLINOIS PIPE TRADES ADVANCEMET & PROMOTION PROGRAM	CONTRIBUTING EMPLOYER						No
(48)NORTHWESTERN OHIO PLUMBERS & PIPEFITTERS	CONTRIBUTING EMPLOYER						No
(49)PIPE TRADES SERVICE MN	CONTRIBUTING EMPLOYER						No
(50)SEATTLE AREA PLUMBING & PIPEFITTING	CONTRIBUTING EMPLOYER						No
(51)SOUTHEASTERN PIPE TRADES	CONTRIBUTING EMPLOYER						No
(52)SOUTHERN CALIFORNIA PIPE TRADE ADMINISTRATIVE CORPORATION	CONTRIBUTING EMPLOYER						No
(53)WISCONSIN PIPE TRADES HEALTH	CONTRIBUTING EMPLOYER						No
(54)PIPE TRADES INDUSTRY FUND	CONTRIBUTING EMPLOYER						No
(55)COLORADO PIPE HEALTH & WELFARE	CONTRIBUTING EMPLOYER						No

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

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?
(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	Yes	No
(1) 1 SOURCE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(2) A & R MECHANICAL CONTRS INC	CONTRIBUTING EMPLOYER								No
(3) A T MECHANICAL	CONTRIBUTING EMPLOYER								No
(4) A&H MECH INC	CONTRIBUTING EMPLOYER								No
(5) A M C MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(6) ABITUA SEWER WATER & PLUMBING	CONTRIBUTING EMPLOYER								No
(7) ACCOMPLISHED MECH IND	CONTRIBUTING EMPLOYER								No
(8) ACTION PLUMBING CO INC	CONTRIBUTING EMPLOYER								No
(9) ADAM VENTURES LLC	CONTRIBUTING EMPLOYER								No
(10) ADMIRAL HEATING & VENTILATING	CONTRIBUTING EMPLOYER								No
(11) ADVANCE MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(12) ADVANCED WELDING & EQUIPMENT	CONTRIBUTING EMPLOYER								No
(13) ADVANTAGE INDUSTRIAL SYSTEMS	CONTRIBUTING EMPLOYER								No
(14) ADVANTAGE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(15) AECON TECHICAL SERVICES	CONTRIBUTING EMPLOYER								No
(16) AIR COMFORT CORPORATION	CONTRIBUTING EMPLOYER								No
(17) AIR CON REFRIGERATION & HEATIN	CONTRIBUTING EMPLOYER								No
(18) AIR CONDITIONING & REFRIGERATION	CONTRIBUTING EMPLOYER								No
(19) AIR RITE HEATING AND COOLING	CONTRIBUTING EMPLOYER								No
(20) ALL MECHANICAL INDUSTRIES INC	CONTRIBUTING EMPLOYER								No
(21) ALLIED POWER HOLDINGS LLC	CONTRIBUTING EMPLOYER								No
(22) ALLOY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(23) ALLPOINTS INC	CONTRIBUTING EMPLOYER								No
(24) ALTHOFF IND INC	CONTRIBUTING EMPLOYER								No
(25) AMALGAMATED SERVICE INC	CONTRIBUTING EMPLOYER								No
(26) AMBER MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(27) AMERICAN AIR MECHANICAL	CONTRIBUTING EMPLOYER								No
(28) AMERICAN COMBUSTION SERVICE IN	CONTRIBUTING EMPLOYER								No
(29) AMERICAN MECHANICAL SERVICES GROUP	CONTRIBUTING EMPLOYER								No
(30) AMERICAN PRIDE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(31) AMERICAN WEATHERMAKERS INC	CONTRIBUTING EMPLOYER								No
(32) AMEX NOOTER LLC	CONTRIBUTING EMPLOYER								No
(33) AMS MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(34) ANCHOR MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(35) ANDERSON PUMP SERVICE INC	CONTRIBUTING EMPLOYER								No
(36) AREA SHEET METAL INCORPORATED	CONTRIBUTING EMPLOYER								No
(37) ARCTIC ENGINEERING INC	CONTRIBUTING EMPLOYER								No
(38) ARTLIP AND SONS INC	CONTRIBUTING EMPLOYER								No
(39) ASSOCIATED CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(40) ATLANTIC PLANT MAINTENANCE	CONTRIBUTING EMPLOYER								No
(41) ATOMATIC MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(42) AUTUMN CONSTRUCTION SERVICES	CONTRIBUTING EMPLOYER								No
(43) AZCO INC	CONTRIBUTING EMPLOYER								No
(44) AZZ WSI LLC	CONTRIBUTING EMPLOYER								No
(45) BAILEY MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(46) BARRY PLUMBING & HEATING	CONTRIBUTING EMPLOYER								No
(47) BEC SERVICE LLC	CONTRIBUTING EMPLOYER								No
(48) BEERY HEATING & COOLING INC	CONTRIBUTING EMPLOYER								No
(49) BMWC CONSTRUCTOR INC	CONTRIBUTING EMPLOYER								No
(50) BOARD OF EDUCATION (GARY)	CONTRIBUTING EMPLOYER								No
(51) BOWEN ENGINEERING CORPORATION	CONTRIBUTING EMPLOYER								No
(52) BUDD THE FURNACE MAN & SONS	CONTRIBUTING EMPLOYER								No
(53) C ACITELLI HEAT & PIPING	CONTRIBUTING EMPLOYER								No
(54) C R LEONARD PLUMBING & HGT	CONTRIBUTING EMPLOYER								No
(55) C T MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(56) CAM MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(57) CANNONBALL MECH PAUL L BUDDY	CONTRIBUTING EMPLOYER								No
(58) CAREY'S HEATING & AIR COND INC	CONTRIBUTING EMPLOYER								No
(59) CARRIER BUILDING SERVICES	CONTRIBUTING EMPLOYER								No
(60) CBRE INC (EXXON)	CONTRIBUTING EMPLOYER								No
(61) CERONI PIPING COMPANY	CONTRIBUTING EMPLOYER								No
(62) CFMVR-TESCO LLC	CONTRIBUTING EMPLOYER								No
(63) CHAPMANS MECHANICAL SYSTEMS I	CONTRIBUTING EMPLOYER								No
(64) CIRCLE R MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(65) CITY WIDE POOL & SPA	CONTRIBUTING EMPLOYER								No
(66) CLIMATE PROS LLC	CONTRIBUTING EMPLOYER								No
(67) CLIMATE SERVICE INCORPORATED	CONTRIBUTING EMPLOYER								No
(68) CLIMATEMP SERVICE GROUP LLC	CONTRIBUTING EMPLOYER								No
(69) CMC JOINT VENTURE	CONTRIBUTING EMPLOYER								No
(70) COBIAN UTILITY CONTRACTORS LLC	CONTRIBUTING EMPLOYER								No
(71) COLUMBIA SHEET METAL	CONTRIBUTING EMPLOYER								No
(72) COMBINED MECH INDUSTRIES LLC	CONTRIBUTING EMPLOYER								No
(73) COMMAND MECHANICAL GROUP LLC	CONTRIBUTING EMPLOYER								No
(74) COMMERCIAL MECHANICAL	CONTRIBUTING EMPLOYER								No
(75) COMPETITIVE PIPING SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(76) COMPLETE MECHANICAL PIPING LLC	CONTRIBUTING EMPLOYER								No
(77) COMPLETE TEMPERATURE SYSTEMS I	CONTRIBUTING EMPLOYER								No
(78) COMPREHENSIVE CONSTRUCTION SOLUTIONS	CONTRIBUTING EMPLOYER								No
(79) CONSOLIDATED MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(80) CONTROLLED COMFORT INC	CONTRIBUTING EMPLOYER								No
(81) COOLING EQUIPMENT SERVICE INC	CONTRIBUTING EMPLOYER								No
(82) CORE MECHANICAL	CONTRIBUTING EMPLOYER								No
(83) CORNERSTONE MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(84) CORRECT CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(85) CRAFT MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(86) CRITICAL PIPING SYSTEM INC	CONTRIBUTING EMPLOYER								No
(87) CROWNE INDUSTRIES LTD	CONTRIBUTING EMPLOYER								No
(88) CRYER & OLSEN MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(89) D & H REFRIGERATION INC	CONTRIBUTING EMPLOYER								No
(90) D A DODD INC	CONTRIBUTING EMPLOYER								No
(91) DAHME MECHANICAL INDUSTRIES IN	CONTRIBUTING EMPLOYER								No
(92) DART HVAC INC	CONTRIBUTING EMPLOYER								No
(93) DAY & ZIMMERMANN NPS	CONTRIBUTING EMPLOYER								No
(94) DELTA HEATING-AIR CONDITIONING	CONTRIBUTING EMPLOYER								No
(95) DEPUE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(96) DIVERSIFIED GENERAL CONTRACTOR	CONTRIBUTING EMPLOYER								No
(97) DODSON PLUMBING HEATING &	CONTRIBUTING EMPLOYER								No
(98) DOORNBOS ACQUISITION LLC DBA	CONTRIBUTING EMPLOYER								No
(99) DUAL TEMP OF ILLINOIS	CONTRIBUTING EMPLOYER								No
(100) DYNACOIL INC	CONTRIBUTING EMPLOYER								No
(101) DYNAMIC HEATING AND PIPING CO	CONTRIBUTING EMPLOYER								No
(102) EDWARD J WHITE INC	CONTRIBUTING EMPLOYER								No
(103) EDWARDS ENGINEERING INC	CONTRIBUTING EMPLOYER								No
(104) EDWARDS ENGINEERING SERVICES	CONTRIBUTING EMPLOYER								No
(105) EGI MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(106) ELECTRIC CONDUIT CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(107) EMCOR SERVICES TEAM MECHANICAL	CONTRIBUTING EMPLOYER								No
(108) ENERFAB INC	CONTRIBUTING EMPLOYER								No
(109) ENVIRO MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(110) ENVIRONMENT MECH SERVICES INC	CONTRIBUTING EMPLOYER								No
(111) EOS MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(112) EXCEL MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(113) EXCEL MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(114) F E MORAN INC INDUSTRIAL	CONTRIBUTING EMPLOYER								No
(115) F E MORAN INC MECHANICAL SERV	CONTRIBUTING EMPLOYER								No
(116) F E MORAN INC REFRIGERATION	CONTRIBUTING EMPLOYER								No
(117) F E MORAN INCORPORATED	CONTRIBUTING EMPLOYER								No
(118) FATLAN TRUCKING & EXCAVATING LTD	CONTRIBUTING EMPLOYER								No
(119) FLUOR CONSTRUCTORS	CONTRIBUTING EMPLOYER								No
(120) G A RICH & SONS INC	CONTRIBUTING EMPLOYER								No
(121) G D BARRI & ASSOCIATES INC TOTAL	CONTRIBUTING EMPLOYER								No
(122) G H C MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(123) G P M MECHANICAL GROUP LLC TOTAL	CONTRIBUTING EMPLOYER								No
(124) G T MECHANICAL	CONTRIBUTING EMPLOYER								No
(125) G T MECHANICAL PROJECTS &	CONTRIBUTING EMPLOYER								No
(126) GASKILL AND WALTON CONSTR CO	CONTRIBUTING EMPLOYER								No
(127) GATLIN PLUMBING AND HEATING	CONTRIBUTING EMPLOYER								No
(128) GENERAL REFRIGERATION	CONTRIBUTING EMPLOYER								No
(129) GEORGE E QUILL AND SONS INC	CONTRIBUTING EMPLOYER								No
(130) GLADE PLUMBING & HEATING CO	CONTRIBUTING EMPLOYER								No
(131) GRAYCOR INDUSTRIAL CONSTRUCTOR	CONTRIBUTING EMPLOYER								No
(132) GREAT LAKES PLUMBING AND HEATING	CONTRIBUTING EMPLOYER								No
(133) GROSSE MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(134) GUY HEATING & COOLING INC	CONTRIBUTING EMPLOYER								No
(135) H & S MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(136) H D MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(137) H R STEWART INCORPORATED	CONTRIBUTING EMPLOYER								No
(138) HARTWIG PLUMBING & HEATING	CONTRIBUTING EMPLOYER								No
(139) HAVEL BROTHERS DIVISION OF	CONTRIBUTING EMPLOYER								No
(140) HAYES MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(141) HEAT SINK INC	CONTRIBUTING EMPLOYER								No
(142) HEATMASTERS INCORPORATED	CONTRIBUTING EMPLOYER								No
(143) HEATMASTERS LLC	CONTRIBUTING EMPLOYER								No
(144) HENKELS & MCCOY INC	CONTRIBUTING EMPLOYER								No
(145) HILL MECHANICAL GROUP	CONTRIBUTING EMPLOYER								No
(146) HILL MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(147) HOLOHAN HEATING & SHEET METAL	CONTRIBUTING EMPLOYER								No
(148) HONEYWELL INCORPORATED	CONTRIBUTING EMPLOYER								No
(149) HUSSMANN CORPORATION	CONTRIBUTING EMPLOYER								No
(150) HVAC MASTERS INC	CONTRIBUTING EMPLOYER								No
(151) ICE MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(152) IDEAL HEATING	CONTRIBUTING EMPLOYER								No
(153) INDEPENDENT MECHANICAL IND INC	CONTRIBUTING EMPLOYER								No
(154) INFINITY DESIGN & CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(155) INFRASOURCE	CONTRIBUTING EMPLOYER								No
(156) INTEGRATED CONTROL TECH	CONTRIBUTING EMPLOYER								No
(157) INTERCON CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(158) INTREN LLC	CONTRIBUTING EMPLOYER								No
(159) ISLAND CITY PIPING INC	CONTRIBUTING EMPLOYER								No
(160) J B CONTRACTING CORP	CONTRIBUTING EMPLOYER								No
(161) J D A PIPING INC	CONTRIBUTING EMPLOYER								No
(162) J J WHITE INC	CONTRIBUTING EMPLOYER								No
(163) J L WAGNER PLUMBING & PIPING I	CONTRIBUTING EMPLOYER								No
(164) J R INDUSTRIES LLC	CONTRIBUTING EMPLOYER								No
(165) JADE MECHANICAL SERVICES LLC	CONTRIBUTING EMPLOYER								No
(166) JASON MECHANICAL	CONTRIBUTING EMPLOYER								No
(167) JAYNE EXCAVATING & WELDING LLC	CONTRIBUTING EMPLOYER								No
(168) JENSEN PLUMBING & HEATING	CONTRIBUTING EMPLOYER								No
(169) JOHANSEN & ANDERSON INC	CONTRIBUTING EMPLOYER								No
(170) JOHN J CAHILL INCORPORATED	CONTRIBUTING EMPLOYER								No
(171) JOHN'S SERVICE SALES INC	CONTRIBUTING EMPLOYER								No
(172) JOHNSON CONTROLS	CONTRIBUTING EMPLOYER								No
(173) JONES ENVIRONMENTAL CONTROL I	CONTRIBUTING EMPLOYER								No
(174) JOSEPH J HENDERSON & SON INC	CONTRIBUTING EMPLOYER								No
(175) K K MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(176) K R K MECHANICAL	CONTRIBUTING EMPLOYER								No
(177) K S ENERGY SERVICES	CONTRIBUTING EMPLOYER								No
(178) KEOUGH MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(179) KEY CONSTRUCTION GROUP	CONTRIBUTING EMPLOYER								No
(180) KEY WEST METAL IND INC	CONTRIBUTING EMPLOYER								No
(181) KIEWIT POWER CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(182) KIRWAN MECHANICAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(183) KORELLIS SYSTEMS CONTROL INC	CONTRIBUTING EMPLOYER								No
(184) K-PLUS MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(185) KROESCHELL ENGINEERING	CONTRIBUTING EMPLOYER								No
(186) KUHLMAN INC	CONTRIBUTING EMPLOYER								No
(187) LEE PLUMBING MECH CONT INC	CONTRIBUTING EMPLOYER								No
(188) LILIA CORP	CONTRIBUTING EMPLOYER								No
(189) LIVEWIRE ELECTRICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(190) M & J'S COOLING DBA AIR SERV	CONTRIBUTING EMPLOYER								No
(191) M E BOCK INC	CONTRIBUTING EMPLOYER								No
(192) M G MECHANICAL CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(193) M J ELECTRIC INC	CONTRIBUTING EMPLOYER								No
(194) M K INDUSTRIES INC	CONTRIBUTING EMPLOYER								No
(195) M P SERVICE CO LLC	CONTRIBUTING EMPLOYER								No
(196) M Z I ELECTRIC INC	CONTRIBUTING EMPLOYER								No
(197) MARTIN MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(198) MARTIN PETERSEN COMPANY INC	CONTRIBUTING EMPLOYER								No
(199) MCCAULEY MECHANICAL CONST	CONTRIBUTING EMPLOYER								No
(200) MCDONOUGH MECHANICAL SERV INC	CONTRIBUTING EMPLOYER								No
(201) ME & I CONSTRUCTION SERVICES	CONTRIBUTING EMPLOYER								No
(202) MEADE ELECTRIC COMPANY INC	CONTRIBUTING EMPLOYER								No
(203) MECCON INDUSTRIES INCORPORATED	CONTRIBUTING EMPLOYER								No
(204) MECHANICAL BUSINESS HOLDING LLC	CONTRIBUTING EMPLOYER								No
(205) MECHANICAL CONCEPTS INC	CONTRIBUTING EMPLOYER								No
(206) MECHANICAL CONCEPTS OF IL	CONTRIBUTING EMPLOYER								No
(207) MECHANICAL CONTRACTORS ASSOCIATION	CONTRIBUTING EMPLOYER								No
(208) MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(209) MECHANICAL SOLUTIONS INC	CONTRIBUTING EMPLOYER								No
(210) MENDEL PLUMBING & HEATING INC	CONTRIBUTING EMPLOYER								No
(211) METCALF MARTIN PLUMBING & HEAT	CONTRIBUTING EMPLOYER								No
(212) METRO ENVIRONMENTAL CONTRACTOR	CONTRIBUTING EMPLOYER								No
(213) METRO PIER EXPOS AUTHORITY	CONTRIBUTING EMPLOYER								No
(214) MICHELS PIPELINE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(215) MICHELS PIPELINE INC	CONTRIBUTING EMPLOYER								No
(216) MICHELS UTILITIES SERVICES	CONTRIBUTING EMPLOYER								No
(217) MIDWESCO MECHANICAL &	CONTRIBUTING EMPLOYER								No
(218) MIDWEST MECHANICAL CONTRACTORS	CONTRIBUTING EMPLOYER								No
(219) MIDWEST MECHANICAL GROUP INC	CONTRIBUTING EMPLOYER								No
(220) MIDWEST MEP INC	CONTRIBUTING EMPLOYER								No
(221) MIDWEST REFRIGERATION CORP	CONTRIBUTING EMPLOYER								No
(222) MIHALIS MARINE INC	CONTRIBUTING EMPLOYER								No
(223) MILLENNIUM CONTRACTING CORP	CONTRIBUTING EMPLOYER								No
(224) MILLER ENGINEERING COMPANY	CONTRIBUTING EMPLOYER								No
(225) MILLER PIPELINE CORP	CONTRIBUTING EMPLOYER								No
(226) MONACO MECHANICAL	CONTRIBUTING EMPLOYER								No
(227) MORGAN MECHANICAL SYSTEMS TOTAL	CONTRIBUTING EMPLOYER								No
(228) MORRISON CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(229) MURPHY & MILLER INC	CONTRIBUTING EMPLOYER								No
(230) NAAL PLUMBING & HEATING COMPAN	CONTRIBUTING EMPLOYER								No
(231) NASH BROTHERS CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(232) NATIONAL HEAT AND POWER CORP	CONTRIBUTING EMPLOYER								No
(233) NAVMATIC INC	CONTRIBUTING EMPLOYER								No
(234) NOOTER CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(235) NORTHERN ILLINOIS UNIVERSITY	CONTRIBUTING EMPLOYER								No
(236) NORTHERN WEATHERMAKERS HVAC IN	CONTRIBUTING EMPLOYER								No
(237) NPL CONSTRUCTION CO	CONTRIBUTING EMPLOYER								No
(238) OAK BROOK MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(239) OCHOA MECHANICAL GROUP LLC	CONTRIBUTING EMPLOYER								No
(240) OELERICH HEATING VENTILATING	CONTRIBUTING EMPLOYER								No
(241) OHARE ENGINEERING	CONTRIBUTING EMPLOYER								No
(242) O'HARE MECHANICAL CONTRACTORS INC	CONTRIBUTING EMPLOYER								No
(243) OLYMPIC PROCESS PIPING	CONTRIBUTING EMPLOYER								No
(244) ORNELAS CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER								No
(245) ORTIZ CONTRACTING GROUP	CONTRIBUTING EMPLOYER								No
(246) ORTIZ CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(247) P&MMERCURY MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(248) PCI ENERGY SERVICES LLC	CONTRIBUTING EMPLOYER								No
(249) PEMCO SERVICE CO INC	CONTRIBUTING EMPLOYER								No
(250) PERFECT TEMPERATURE CONTROL	CONTRIBUTING EMPLOYER								No
(251) PERFORMANCE MECHANICAL	CONTRIBUTING EMPLOYER								No
(252) PERFORMANCE TANK INC	CONTRIBUTING EMPLOYER								No
(253) PETER PERELLA & COMPANY	CONTRIBUTING EMPLOYER								No
(254) PEVCO SYSTEMS INTERNATIONAL INC TOTAL	CONTRIBUTING EMPLOYER								No
(255) PIPE STRONG LLC	CONTRIBUTING EMPLOYER								No
(256) PNEUMATIC SYSTEMS PLUS LLC	CONTRIBUTING EMPLOYER								No
(257) POWER MECHANICAL SERVICE INC	CONTRIBUTING EMPLOYER								No
(258) PRECISION CONTROL SYSTEMS	CONTRIBUTING EMPLOYER								No
(259) PRECISION CONTROL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(260) PRECISION MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(261) PRECISION PIPING INC	CONTRIBUTING EMPLOYER								No
(262) PREMIER MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(263) PRO SERVICES	CONTRIBUTING EMPLOYER								No
(264) PRO-TEK MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(265) PROTEX INSTALLATIONS INC	CONTRIBUTING EMPLOYER								No
(266) QSL INSPECTION INC	CONTRIBUTING EMPLOYER								No
(267) QUALITY CONTROL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(268) QUALITY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(269) QU-BAR MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(270) R D'S HVAC INC	CONTRIBUTING EMPLOYER								No
(271) R J O'NEIL INC	CONTRIBUTING EMPLOYER								No
(272) R K HOLDING COMPANY INC	CONTRIBUTING EMPLOYER								No
(273) RACHKE PIPING & MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(274) RAM MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(275) RAM MECHANICAL SERVICE INC	CONTRIBUTING EMPLOYER								No
(276) RAVINIA PLUMBING & HEATING CO	CONTRIBUTING EMPLOYER								No
(277) REFRIGERATION SERVICE COMPANY	CONTRIBUTING EMPLOYER								No
(278) REFRIGERATION SYSTEMS OF ILL	CONTRIBUTING EMPLOYER								No
(279) REFRIGERATION UNLIMITED	CONTRIBUTING EMPLOYER								No
(280) RICE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(281) RIVERSIDE MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(282) RMC INLAND MECH WESTTOWN	CONTRIBUTING EMPLOYER								No
(283) ROBERTS ENVIRONMENTAL CONTROL	CONTRIBUTING EMPLOYER								No
(284) ROBERTS PIPELINE INC	CONTRIBUTING EMPLOYER								No
(285) ROSS MECHANCIAL GROUP INC	CONTRIBUTING EMPLOYER								No
(286) ROYAL REFRIGERATION INC	CONTRIBUTING EMPLOYER								No
(287) RUDDY BROTHERS INC	CONTRIBUTING EMPLOYER								No
(288) S MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(289) SCHECK MECHANICAL CORPORATION	CONTRIBUTING EMPLOYER								No
(290) SCHOOL CITY OF HAMMOND	CONTRIBUTING EMPLOYER								No
(291) SCHULDT MECH SERVICE INC	CONTRIBUTING EMPLOYER								No
(292) SEASON COMFORT CORPORATION	CONTRIBUTING EMPLOYER								No
(293) SENDRA SERVICE CORP	CONTRIBUTING EMPLOYER								No
(294) SERVICE CONCEPTS INC	CONTRIBUTING EMPLOYER								No
(295) SERVICE MECHANICAL	CONTRIBUTING EMPLOYER								No
(296) SHERMAN MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(297) SIEMENS GENERATION SERVICES CO	CONTRIBUTING EMPLOYER								No
(298) SIEMENS INDUSTRY INC	CONTRIBUTING EMPLOYER								No
(299) SODEXOMAGIC LLC	CONTRIBUTING EMPLOYER								No
(300) SOUTHEASTERN MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(301) SOUTHTOWN REFRIGERATION CORP	CONTRIBUTING EMPLOYER								No
(302) SOUTHWEST MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(303) SSSI INCDBA SONGER SERVICES	CONTRIBUTING EMPLOYER								No
(304) STANTON MECHANICAL	CONTRIBUTING EMPLOYER								No
(305) STATE AUTOMATIC HEATING CO	CONTRIBUTING EMPLOYER								No
(306) STATE MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(307) STENSTROM EXCAVATION & BLACKTP	CONTRIBUTING EMPLOYER								No
(308) STERLING INDUSTRIAL LLC	CONTRIBUTING EMPLOYER								No
(309) STEVENS ENGINEERS & CONSTRUCTORS	CONTRIBUTING EMPLOYER								No
(310) SUN MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(311) SUN RAY HEATING INC	CONTRIBUTING EMPLOYER								No
(312) SUPERIOR CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER								No
(313) SUPERIOR SHEET METAL AND	CONTRIBUTING EMPLOYER								No
(314) SUPERIOR TEST & BALANCE INC	CONTRIBUTING EMPLOYER								No
(315) SYNERGY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(316) TCJ MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(317) TECH REFRIGERATION SERVICES	CONTRIBUTING EMPLOYER								No
(318) TECHNICOOL CORPORATION	CONTRIBUTING EMPLOYER								No
(319) TEMP CONTROL INC	CONTRIBUTING EMPLOYER								No
(320) TEMPERATURE ENGINEERING INC	CONTRIBUTING EMPLOYER								No
(321) TEMPERATURE SERVICE COMPANY	CONTRIBUTING EMPLOYER								No
(322) TESTONE MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(323) THE ABERDEEN GROUP INC	CONTRIBUTING EMPLOYER								No
(324) THE HEAT ENGINEERING COMPANY	CONTRIBUTING EMPLOYER								No
(325) THE STATE GROUP INDUSTRIAL USA	CONTRIBUTING EMPLOYER								No
(326) THE STONE GROUP INC TOTAL	CONTRIBUTING EMPLOYER								No
(327) THERM FLO INCORPORATED	CONTRIBUTING EMPLOYER								No
(328) THERMOSYSTEMS LLC	CONTRIBUTING EMPLOYER								No
(329) THIENEMAN CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(330) THREE PHASE LINE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(331) TLC PLUMBING INC	CONTRIBUTING EMPLOYER								No
(332) TOBIN BROTHERS	CONTRIBUTING EMPLOYER								No
(333) TOTAL MECHANICAL SOLUTIONS LLC	CONTRIBUTING EMPLOYER								No
(334) TRANE U S INC TOTAL	CONTRIBUTING EMPLOYER								No
(335) TRANSLOGIC CORPORATION	CONTRIBUTING EMPLOYER								No
(336) TRI STAR MECHANICAL SERVICES I	CONTRIBUTING EMPLOYER								No
(337) TRIANGLE MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(338) TRICO MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(339) TWEET AND GAROT MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(340) U S REFRIGERATION SALES AND	CONTRIBUTING EMPLOYER								No
(341) UNITED METERS INC	CONTRIBUTING EMPLOYER								No
(342) UNITED SERVICES GROUP	CONTRIBUTING EMPLOYER								No
(343) UNIVERSAL PIPING INC	CONTRIBUTING EMPLOYER								No
(344) UTILITRA LLC	CONTRIBUTING EMPLOYER								No
(345) V J KILLIAN COMPANY	CONTRIBUTING EMPLOYER								No
(346) V P MECHANICAL	CONTRIBUTING EMPLOYER								No
(347) VEHICLE LIFTS & MECHANICAL	CONTRIBUTING EMPLOYER								No
(348) VORIS MECHANICAL INCORPORATED	CONTRIBUTING EMPLOYER								No
(349) W E BISHOP & COMPANY	CONTRIBUTING EMPLOYER								No
(350) W J M INDUSTRIAL SERVICES INC	CONTRIBUTING EMPLOYER								No
(351) W J O'NEIL CHICAGO LLC	CONTRIBUTING EMPLOYER								No
(352) WANTUCK COMFORT SOLUTIONS	CONTRIBUTING EMPLOYER								No
(353) WESTSIDE MECH DESIGNBUILD	CONTRIBUTING EMPLOYER								No
(354) WESTSIDE MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(355) WIESBROOK SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(356) YOUNA MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(357) YOUNGREN'S INC	CONTRIBUTING EMPLOYER								No
(358) ZENTEL TECH LLC	CONTRIBUTING EMPLOYER								No
(359) ZONE COMFORT LLC	CONTRIBUTING EMPLOYER								No
(360) ZONE MECHANICAL LLC	CONTRIBUTING EMPLOYER								No

Schedule R (Form 990) 2021

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) ...................

Yes

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

Yes

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

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

Yes

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

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

Yes

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) 2021

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HEALTH BENEFITS
2	Check this box
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 2021 (Part V, line 2a) ......	5	163
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, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	398,592
9	Program service revenue (Part VIII, line 2g) .........	135,778,584	153,598,702
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	18,621,049	16,798,744
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,912	87,070
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	154,412,545	170,883,108
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).....	160,064,180	170,922,151
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,356,724	1,339,452
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,377,845	2,497,716
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	163,798,749	174,759,319
19	Revenue less expenses. Subtract line 18 from line 12.......	-9,386,204	-3,876,211
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	342,652,079	345,233,277
21	Total liabilities (Part X, line 26).............	3,943,596	2,502,698
22	Net assets or fund balances. Subtract line 21 from line 20.....	338,708,483	342,730,579

Sign Here

	Signature of officer	Date

	Type or print name and title


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 expenses

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) THOMAS KOTEL...................................................................... TRUSTEE (PAST)	1.00 ................. 52.00	X		0	86,908	62,154
(2) JILL MCCALL...................................................................... TRUSTEE (PAST)	1.00 .................	X		0	0	0
(3) DENNIS HAHNEY...................................................................... TRUSTEE (NEW)	1.00 ................. 52.00	X		0	134,191	130,088
(4) MARC PITTAS...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(5) KEVIN MORRISSEY...................................................................... TRUSTEE	1.00 ................. 52.00	X		0	303,743	155,844
(6) MICHAEL MALONEY...................................................................... TRUSTEE	10.00 ................. 8.00	X		189,417	26,416	85,832
(7) KATHY MCCAULEY...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(8) CHRISTOPHER HERNANDEZ...................................................................... TRUSTEE	1.00 ................. 52.00	X		0	224,358	133,681
(9) BRIAN HELM...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(10) JOHN RAYBURN...................................................................... TRUSTEE (NEW)	1.00 .................	X		0	0	0
(11) NICHOLE LINHARDT...................................................................... ADMINISTRATOR	20.00 .................		X	235,608	0	34,080

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	425,025	775,616	601,679

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	398,592

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.......		398,592

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	122,892,119	122,892,119
b	PARTICIPANT SELF PAYMENTS	900099	15,126,478	15,126,478
c	PRESCRIPTION DRUG REBATES AND SUB	900099	14,978,762	14,978,762
d	LIQUIDATED DAMAGES	900099	458,675	458,675
e	COBRA RELIEF	900099	142,668	142,668
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		153,598,702

3 Investment income (including dividends, interest, and othersimilar amounts) ......			6,048,394			6,048,394
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(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).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		383,075,494	7a
b	Less: cost or other basis and sales expenses		372,325,144	7b
c	Gain or (loss)		10,750,350	7c
d	Net gain or (loss).........			10,750,350			10,750,350
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..
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..
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..
Business Code			Miscellaneous Revenue
11a	OTHER		900099	87,070			87,070
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			87,070
12	Total revenue. See instructions.....			170,883,108	153,598,702	0	16,885,814

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	170,922,151
5	Compensation of current officers, directors, trustees, and key employees ...........	176,269
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........	732,562
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	128,334
9	Other employee benefits .......	200,087
10	Payroll taxes ...........	102,200
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	280,354
c	Accounting ...........	166,874
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	416,035
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	134,056
12	Advertising and promotion ....
13	Office expenses .......	218,915
14	Information technology ......	252,900
15	Royalties ..
16	Occupancy ...........	85,122
17	Travel ............	4,399
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,984
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	490,336
23	Insurance ...	70,064
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	PARTY-IN-INTEREST TRANS	304,467
b	FEES MANDATED BY ACA	50,902
c	SUPPLIES & MAINTENANCE	9,988
d	DUES & SUBSCRIPTIONS	9,320
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	174,759,319
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 ........			29,051	1	1,546,072
2	Savings and temporary cash investments .........			3,226,629	2	5,739,418
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			10,060,956	4	11,406,720
5	Loans and other receivables from 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
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
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			19,909	9	19,357
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,823,521
b	Less: accumulated depreciation	10b	3,155,868	3,175,321	10c	2,667,653
11	Investments—publicly traded securities .			206,213,436	11	208,531,386
12	Investments—other securities. See Part IV, line 11 .....			110,184,083	12	109,343,810
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			9,742,694	15	5,978,861
16	Total assets. Add lines 1 through 15 (must equal line 33)...			342,652,079	16	345,233,277

17	Accounts payable and accrued expenses .....	205,997	17	197,564
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	3,737,599	25	2,305,134
26	Total liabilities. Add lines 17 through 25..	3,943,596	26	2,502,698

	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 .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	338,708,483	31	342,730,579
32	Total net assets or fund balances ...........	338,708,483	32	342,730,579
33	Total liabilities and net assets/fund balances ........	342,652,079	33	345,233,277