Form 990 for tax year 2023
Filed by WEST VIRGINIA PLUMBERS AND STEAMFITTERS TRUST FUND.
Totals
- Total revenue
- $4,997,058
- Total expenses
- $4,622,298
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,982,618
- Investment income
- $14,440
- Other revenue
- $0
- Total assets, end of year
- $3,316,128
- Total liabilities, end of year
- $20,659
- Net assets or fund balances, end of year
- $3,295,469
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $4,622,298
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $4,241,919 · related or exempt $4,241,919
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $740,699 · related or exempt $740,699
-
3 · Investment income
total $38,917 · excluded $38,917
-
7a · Gross sales of assets other than inventory
securities $1,747,521
-
7b · Less cost or other basis and sales expenses
securities $1,771,998
-
7c · Gain or loss
securities -$24,477
-
7d · Net gain or loss
total -$24,477 · related or exempt -$24,477
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $4,081,484
-
11a · Fees: management
total $213,743
-
11b · Fees: legal
total $5,907
-
11c · Fees: accounting
total $18,997
-
11f · Fees: investment management
total $12,286
-
11g · Fees: other
total $11,200
-
13 · Office expenses
total $6,511
-
23 · Insurance
total $23,991
-
24a · Other expenses: STOP LOSS INSURANCE PRE
total $244,657
-
24b · Other expenses: POSTAGE AND PRINTING
total $2,772
-
24c · Other expenses: STORAGE
total $750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $779,283 · end of year $984,939
-
4 · Accounts receivable
beginning of year $732,489 · end of year $909,663
-
11 · Investments: publicly traded securities
beginning of year $1,331,982 · end of year $1,421,526
-
25 · Other liabilities
beginning of year $93 · end of year $20,659
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,843,661 · end of year $3,295,469
Mission and programs · 2023
Mission
TO PROVIDE HEALTH BENEFITS TO MEMBERS
-
TO PROVIDE HEALTH BENEFITS TO MEMBERS
Expenses $4,622,298 · Revenue $4,958,141
As filed on the 2023 return.
Listed in Part VII
-
Bryan RaberBRYAN RABER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Chad A OleksaCHAD A OLEKSA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Keith DaltonKEITH DALTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
William WebbWILLIAM WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530589349300413
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