TY 2022 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
United Healthcare PO Box 29675 Hot Springs,AR71903	PDP	2,898,926
Anthem Insurance Company 220 Virginia Avenue Indianapolis,IN46204	PPO	1,261,853
R&E Software Designs 1620 S 7th Street Terre Haute,IN47802	Software Consulting	309,630


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

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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 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) 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 .....	2,000		2,000
b	Buildings ....	379,395	254,308	125,087
c	Leasehold improvements
d	Equipment ....
e	Other .....	485,278	477,175	8,103
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				135,190

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) Neuberger Berman Strategic Multi-Sector Fixed Income Fund LLC	6,595,870	F
(B) TA Realty Core Property Fund LP	1,964,794	F
(C) BGO Diversified US Property Fund LP	1,781,450	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	10,342,114

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

(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) 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	48,770,844
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	804,904
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	804,904
3	Subtract line 2e from line 1..................			3	47,965,940
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	97,510
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	97,510
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	48,063,450

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	38,041,344
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	0
3	Subtract line 2e from line 1...................			3	38,041,344
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	97,510
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	97,510
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	38,138,854

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 plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Department of Labor. The plan administrator has analyzed the tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Return Reference

Explanation

Part X, Line 2:

Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Department of Labor. The plan administrator has analyzed the tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Schedule D (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 Trades Industry Health and Welfare
Plan

Employer identification number

35-1063466

Return Reference	Explanation
Form 990, Part VI, Section B, line 11b	Line 11b Explanation - All trustees do not review the annual 990; however, the Plan's Administrator reviews the Form 990 upon its completion prior to its submission to the IRS.
Form 990, Part VI, Section B, line 15a	Compensation of the Administrative Manager is reviewed and approved by the Plan's Trustees on an annual basis.
Form 990, Part VI, Section C, line 19	Documents are available for review at office located at 8838 E. Milner Avenue, Terre Haute, IN.
Form 990, Part XII, Line 2c:	The process has not changed from the prior year. The Administrative Manager and Board of Trustees reviews the compiled and audited statements and approves.

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 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
(2)Local Union No 184 1332 Broadway Paducah,KY42001		KY
(3)Pipe Trades H & W Plan P O Box 3040 Terre Haute,IN47803		IN
(4)Plumbers & Fitters #157 8801 East Milner Avenue Terre Haute,IN47803		IN
(5)Kentucky Pipe Trades Assoc 1317 Berry Blvd Louisville,KY40215		KY

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
(1) Galloway Plbg & Mech LLC 3230 Central Avenue Paducah,KY42001		KY
(2) ICI Mechanical LLC 611 House Road Boaz,KY42027		KY
(3) Morsey Constructors LLC 959 Dr Smith Lane Calvert City,KY42026		KY
(4) Shambaugh & Son LP PO Box 1287 Fort Wayne,IN46801		IN
(5) SR Mechanical LLC 6302 State Road 60E Orleans,IN47452		IN
(6) Alliant Mechanical Serv 1330 W Maryland St Evansville,IN47710		IN
(7) HM White Contracting LLC 12855 Burt Road Detroit,MI48223		MI
(8) Thompson Plumbing LLC 1865 Slickback Road Benton,KY42025		KY
(9) Spartan Mechanical LLC PO Box 27 Avoca,IN47420		IN
(10) Fluid Technologies LLC 3247 E CR 300 N Logansport,IN46947		IN

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) A A Huber & Sons Inc 500 North Jackson St Greencastle,IN46135		IN
(2) A&R Mechanical Contrs 711 Kettering Park Urbana,IL61803		IL
(3) Alpha Mechanical Service 7200 Distribution Dr Louisville,KY40258		KY
(4) Alstadt Plumbing Service 1401 Buchannan Rd Evansville,IN47720		IN
(5) Atlantic Plant Maintenance Inc 3225 Pasadena Blvd Pasadena,TX77503		TX
(6) Azco Inc PO Box 567 Appleton,WI54912		WI
(7) B & S Plbg & Htg Inc 775 West Johnson Ave Terre Haute,IN47802		IN
(8) Ballard Plumbing Service 7320 Wurth Rd Paducah,KY42001		KY
(9) Bardock & Wilcox Construction 1200 E Market Street Suite 650 Akron,OH44305		OH
(10) Bass Maintenance Corp PO Box 98 Wickliffee,KY42087		KY
(11) Baylor Heating & Air 1016 N Main St Evansville,IN47711		IN
(12) Benchmark Mechanical 700 E Firmin St Suite 112 Kokomo,IN46902		IN
(13) Big Inch Fab and Constr PO Box 99 Montezuma,IN47862		IN
(14) BMW Constructors Inc 1740 West Michigan St Indianapolis,IN46222		IN
(15) Bowen Engineering Corp PO Box 40729 Indianapolis,IN46240		IN
(16) Bud's Plbg Ser Inc 400 East llinois Evansville,IN47711		IN
(17) Cesa Contractors Inc PO Box 525 Calvert City,KY42029		KY
(18) Chester Mechanical Inc 331 North 12th Street Paducah,KY42002		KY
(19) Climate Pros LLC 55 N Brandon Dr Glendale Heights,IL60139		IL
(20) Collier Construction Ser 2513 E 19th St Chattanooga,TN37404		TN
(21) Commercial Air 1004 Hendricks Dr Lebanon,IN46052		IN
(22) Compass Group 250 East 96th Street Suite 100 Indianapolis,IN46240		IN
(23) Consolidated Mechanical 2701 Greenriver Dr Owensboro,KY42303		KY
(24) Custom Mechanical Const 1609 Allens Lane Evansville,IN47710		IN
(25) D A Dodd 14 East Michigan St Rolling Prairie,IN46371		IN
(26) D H & Z Mechanical LLC 357 Foley Rd Grand Rivers,KY42045		KY
(27) D K Construction Co PO Box 388 Calvert City,KY42029		KY
(28) Daikin Applied 13600 Industrial Park Minneapolis,MN55441		MN
(29) Davis Houk Mechanical 1801 E University Ave Urbana,IL61802		IL
(30) Debra-Kuempel 3976 Southern Avenue Cincinnati,OH45227		OH
(31) Deig Bros Lbr & Constr Co 2804 A St Evansville,IN47712		IN
(32) Dienhart's Ref Spec 145 SR 25 W Lafayette,IN47909		IN
(33) Dunlap & Company Inc PO Box 328 Columbus,OH47202		OH
(34) Eagle Mechanical Inc 4042 W 71st Street Ste A Indianapolis,IN46268		IN
(35) East Central Illinois Benefit Fd 13537 Barrett Parkway Dr Ballwin,MO63021		MO
(36) Education & Training 5820 Benton Rd Paducah,KY42003		KY
(37) Educational Trust Fund 8801 East Milner Ave Terre Haute,IN47803		IN
(38) Enerfab Corporation 4955 Spring Grove Ave Cincinnati,OH45232		OH
(39) Ev Plumbers Apprentice 4301 N St Joseph Ave Evansville,IN47720		IN
(40) Fluor Maintenance Services 317 Covered Bridge Rd SW Euharlee,GA30120		GA
(41) Freitag-Weinhardt Inc 5900 N 13th St Terre Haute,IN47805		IN
(42) Garys Plumbing Service 2512 North Cullen Evansville,IN47715		IN
(43) Gibson Services Comp Inc 6000 North 13th St Terre Haute,IN47805		IN
(44) Graves Plbg Htg & AC PO Box 238 Switz City,IN47465		IN
(45) Graycor Industrial Const 2 Mid America Plaza Villa Park,IL60181		IL
(46) G-UB-MK Constructors 1302 Topside Road Louisville,TN37764		TN
(47) H M C Service Company 6909 Enterprise Dr Louisville,KY40214		KY
(48) Haase Mechancial Const 441 Hoffman Dr Henderson,KY42420		KY
(49) Hampton Refrigeration Inc 2711 North Cullen Ave Evansville,IN47715		IN
(50) Harrell-Fish Inc PO Box 1998 Bloomington,IN47402		IN
(51) Heartland Mech Cont 511 Health Dept Rd Murphysboro,IL62966		IL
(52) Heflin Industries Inc 5267 E West Airport Bloomington,IN47403		IN
(53) Heinz H G Inc PO Box 123 Vincennes,IN47591		IN
(54) HMH Contractors Inc 817 Millbrook Lane Kokomo,IN46901		IN
(55) Honeywell Inc 1985 Douglas Drive N Golden Valley,MN55422		MN
(56) ICU Service Company PO Box 6866 Lafayette,IN47904		IN
(57) Ind St Pipe Trades Assoc PO Box 8916 Fort Wayne,IN46898		IN
(58) Industrial Contrs Inc 75-20 Astoria Blvd Ste 200 East Elmhurst,NY11370		NY
(59) Industrial Piping Inc 712 W 15th St Hopkinsville,KY42240		KY
(60) Industrial Supply Company 322-328 N 9th St Terre Haute,IN47807		IN
(61) Infrasource Underground 2311 Green Card Ste D Ann Arbor,MI48105		MI
(62) IPT Pension Plan 8680 East Milner Ave Terre Haute,IN47803		IN
(63) J L Allen Company PO Box 341 Tuscola,IL61953		IL
(64) Jett's Specialty Contracting 660 Chester Hack Dr Paducah,KY42003		KY
(65) Johnson Controls Inc 507 E Michigan St Milwaukee,WI53202		WI
(66) Mariner Mechanical HVAC PO Box 782 Paducah,KY42002		KY
(67) Mastercraft Mechanical 13980 E Capt J Nelson Dr Odon,IN47562		IN
(68) McIntyre Brothers Inc PO Box 67 Bedford,IN47421		IN
(69) Mech Tech 5267 B West Airport Rd Bloomington,IN47403		IN
(70) Mechanical Inc PO Box 690 Freeport,IL61032		IL
(71) Mel-Kay Electric Co Inc 1511 N Garvin St Evansville,IN47711		IN
(72) Messmer Mechanical Inc 402 3rd Ave Jasper,IN47546		IN
(73) Michels Pipeline 817 W Main Brownsville,WI53006		WI
(74) Midwest Mechanical PO Box 4088 Evansville,IN47711		IN
(75) Milco Mechanical 2205 Ragu Dr Owensboro,KY42303		KY
(76) Miller Pipeline Corp PO Box 34141 Indianapolis,IN46234		IN
(77) MMC Contractors National 13800 Wyandotte St Kansas City,MO64145		MO
(78) Morris Construction Inc PO Box 377 Robinson,IL62454		IL
(79) Morrow Mechanical Svcs PO Box 6514 Evansville,IN47719		IN
(80) Murtco Mechanical Inc 815 Abell St Paducah,KY42003		KY
(81) Nading Mechanical Inc 11673 N CR 775 E Hope,IN47246		IN
(82) Newjac Inc 415 S Grant St Lebanon,IN46052		IN
(83) Nooter Construction Co 1500 S 2nd St St Louis,MO63104		MO
(84) North Mech Contr Inc 2627 N Emerson Indianapolis,IN46218		IN
(85) NPL Construction 2121 Maxim Dr Joliet,IL60436		IL
(86) Paducah Mechanical Service PO Box 2909 Paducah,KY42001		KY
(87) PCR Plumbing 600 Ingle Street Evansville,IN47708		IN
(88) Pipe Works 472 S Main St Martinsville,IN46151		IN
(89) Project Design & Piping Inc 3615 Transportation Dr Fort Wayne,IN46818		IN
(90) Quality Pldg & Htg Inc PO Box 428 Bunker Hill,IN46914		IN
(91) Reliable Plbg & Htg Co 1411 Interstate Dr Champaign,IL61826		IL
(92) Ridge Plumbing LLC 15431 Crawford Ave Markham,IL60428		IL
(93) Ritzert Company Inc 3117 Kratzville Rd Evansville,IN47710		IN
(94) Schmitt Refrig & AC 200 S Governor Evansville,IN47713		IN
(95) Senco Construction Inc 1408 S Eaton St Robinson,IL62454		IL
(96) Sexson Mechanical Corp 1001 Commerce Pkwy Greenwood,IN46143		IN
(97) Shekell J E Inc 424 W Tennessee St Evansville,IN47710		IN
(98) Sims Electric Plumbing 1122 N First Ave Evansville,IN47710		IN
(99) State Group Industrial 13800 Hwy 57 Evansville,IN47725		IN
(100) Sterling Boiler & Mech PO Box 8004 Evansville,IN47716		IN
(101) Strahl Frank and Son 401 North Washington Danville,IL61832		IL
(102) Sycamore Engineering PO Box 1056 Terre Haute,IN47808		IN
(103) Sycamore Gas Company 370 Industrial Dr 200 Lawrenceburg,IN47025		IN
(104) Teichman Henry F Inc 3009 Washington Rd Canonsburg,PA15317		PA
(105) The Hydaker-Wheatlake Co 420 S Roth St STE B Reed City,MI49677		MI
(106) Travis Construction Co PO Box 248 Calvert City,KY42029		KY
(107) Triangle Enterprises Inc 3630 Cairo Rd Paducah,KY42001		KY
(108) Tri-Star Mechanical LLC 114 Joey Dr Elk Grove Village,IL60007		IL
(109) Tron Mechanical Inc PO Box 691 Mt Vernon,IN47620		IN
(110) United Mechanical Group 1501 N Highland Ave Champaign,IL61821		IL
(111) United Meters Inc 798 Gore Rd Morris,IL60450		IL
(112) Universal Piping Inc 1 Presidential Dr Roselle,IL60172		IL
(113) Universal Piping Inc 12900 Capital St Oak Park,MI48237		MI
(114) Venture Mechanical Contr 1012 E Williams St Danville,IL61832		IL
(115) Walkers Plumbing 308 West King Street Kings Mountain,NC28086		NC
(116) Weddle Plumbing Inc PO Box 6253 Bloomington,IN47407		IN
(117) Western KY Industrial Con PO Box 641 Calvert City,KY42029		KY
(118) Williams Plant Services 100 Crescent Centre Pkwy Ste 1240 Tucker,GA30084		GA
(119) Charles E Jarrell Contracting 4208 Rider Trail N Earth City,MO63045		MO
(120) Circle R Mechanical Inc 6620 Sheperd Dr Portage,IN46368		IN
(121) DP Mechanical Contractors 2499 W 600 N Cayuga,IN47928		IN
(122) Eagle Contractors Inc 1690 Summit Street New Haven,IN46774		IN
(123) Epik Industrial LLC 5600 N 13th St Terre Haute,IN47805		IN
(124) Five Star Energy Services 1581 E Racine Ave Waukesha,WI53186		WI
(125) Hattersley & Sons Inc 3939 Mobile Ave Fort Wayne,IN46805		IN
(126) Hilton Ventilation 240 Robert Curry Dr Martinsville,IN46151		IN
(127) J Givoo Consultants Inc 77 Market St Salem,NJ08079		NJ
(128) Kennedy Tank & Mfg Co 833 E Summer Ave Indianapolis,IN46227		IN
(129) Loellke Plumbing Inc 22974 E County Rd Jerseyville,IL62052		IL
(130) Lusk Mechanical Contractor 820 Dixie Hwy Muldraugh,KY40155		KY
(131) McAbee Construction 5724 21st St Tuscaloosa,AL35401		AL
(132) Midwest Refrigeration Co 1951 N Woodlawn Ave Griffith,IN46319		IN
(133) Pipe Strong LLC 650 E Algonquin Rd Suite 200 Schaumburg,IL60173		IL
(134) Specialty Welding Service 401 NW First Street Evansville,IN47715		IN
(135) T A Hampton 3322 W Virginia St Evansville,IN47712		IN
(136) V & L Plumbing & Heating 9621 N Industrial Dr St John,IN46373		IN
(137) Walsh Industrial Piping 125 Charlie Norris Rd Richmond,KY40475		KY

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

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) 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: 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 2021 (Part V, line 2a) ......	5	6
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	0
9	Program service revenue (Part VIII, line 2g) .........	42,404,295	46,491,151
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	317,190	1,572,299
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	42,721,485	48,063,450
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).....	37,058,138	35,008,724
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	595,740	669,150
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)....	2,123,778	2,460,980
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	39,777,656	38,138,854
19	Revenue less expenses. Subtract line 18 from line 12.......	2,943,829	9,924,596
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	52,358,000	63,483,830
21	Total liabilities (Part X, line 26).............	1,154,387	1,550,717
22	Net assets or fund balances. Subtract line 21 from line 20.....	51,203,613	61,933,113

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 38,138,854 including grants of $ ) (Revenue $ 46,491,151 )
	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 expenses38,138,854

(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) Mark Swaner...................................................................... Sec-Treasurer	4.00 .................	X	X	0	0	0
(2) Mark A Unger...................................................................... Chairman	4.00 .................	X	X	0	0	0
(3) Keith Murt...................................................................... Trustee	2.00 .................	X		0	0	0
(4) Keith Kolb...................................................................... Trustee	2.00 .................	X		0	0	0
(5) John Bates...................................................................... Vice-Chairman	2.00 .................	X	X	0	0	0
(6) Derek Sanderson...................................................................... Trustee	2.00 .................	X		0	0	0
(7) Stephanie Morgan...................................................................... Admin Manager	40.00 .................		X	121,688	0	38,388

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	121,688	0	38,388

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.......

		Business Code
2a	Employer Contributions	900099	42,641,418	42,641,418
b	Participant Contributions	900099	3,849,733	3,849,733
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		46,491,151

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,716,406			1,716,406
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		15,971,463	7a
b	Less: cost or other basis and sales expenses		16,115,570	7b
c	Gain or (loss)		-144,107	7c
d	Net gain or (loss).........			-144,107			-144,107
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
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			48,063,450	46,491,151	0	1,572,299

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 .......	35,008,724	35,008,724
5	Compensation of current officers, directors, trustees, and key employees ...........	160,076	160,076
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........	267,947	267,947
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	91,432	91,432
9	Other employee benefits .......	116,294	116,294
10	Payroll taxes ...........	33,401	33,401
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	40,101	40,101
c	Accounting ...........	46,652	46,652
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	97,510	97,510
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,735,199	1,735,199
12	Advertising and promotion ....
13	Office expenses .......	17,121	17,121
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	15,062	15,062
17	Travel ............	5,476	5,476
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	13,086	13,086
23	Insurance ...	262,737	262,737
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	82,739	82,739
b	Printing	36,772	36,772
c	Other Taxes	34,585	34,585
d	Bank Charges	24,057	24,057
e	All other expenses	49,883	49,883
25	Total functional expenses. Add lines 1 through 24e	38,138,854	38,138,854	0	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 .........			10,780,569	2	13,782,205
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			4,055,155	4	4,773,721
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 ......			22,804	9	26,183
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	866,673
b	Less: accumulated depreciation	10b	731,483	142,943	10c	135,190
11	Investments—publicly traded securities .			31,750,997	11	34,290,116
12	Investments—other securities. See Part IV, line 11 .....			5,545,236	12	10,342,114
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			60,196	15	134,201
16	Total assets. Add lines 1 through 15 (must equal line 33)...			52,358,000	16	63,483,830

17	Accounts payable and accrued expenses .....	1,154,387	17	1,550,717
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..	1,154,387	26	1,550,717

	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	51,203,613	31	61,933,113
32	Total net assets or fund balances ...........	51,203,613	32	61,933,113
33	Total liabilities and net assets/fund balances ........	52,358,000	33	63,483,830