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← PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2023

Filed by PLUMBERS & STEAMFITTERS LOCAL UNION #248 HEALTH & WELFARE TRUST FUND.

Totals

Total revenue
$7,013,158
Total expenses
$6,280,951
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,753,297
Investment income
$255,739
Other revenue
$4,122
Total assets, end of year
$9,998,208
Total liabilities, end of year
$42,968
Net assets or fund balances, end of year
$9,955,240
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $6,065,626 · related or exempt $6,065,626

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $687,671 · related or exempt $687,671

  • 3 · Investment income

    total $255,739 · related or exempt $255,739

  • 11a · Other revenue: OTHER REVENUE

    total $4,122 · related or exempt $4,122

  • 11e · Other revenue, total

    $4,122

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $6,037,526

  • 7 · Other salaries and wages

    total $37,109

  • 11b · Fees: legal

    total $20,987

  • 11c · Fees: accounting

    total $8,000

  • 11g · Fees: other

    total $165,275

  • 13 · Office expenses

    total $7,506

  • 19 · Conferences, conventions and meetings

    total $1,274

  • 23 · Insurance

    total $3,274

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $474,209 · end of year $521,356

  • 4 · Accounts receivable

    beginning of year $563,307 · end of year $749,381

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,582 · end of year $22,156

  • 11 · Investments: publicly traded securities

    beginning of year $7,725,589 · end of year $7,982,402

  • 12 · Investments: other securities

    end of year $722,913

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,820 · end of year $42,968

  • 31 · Retained earnings, endowment or other funds

    beginning of year $8,725,867 · end of year $9,955,240

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Ben Collier

    TRUSTEE

    Total calculated
    $0

  • Michael Gullett

    TRUSTEE

    Total calculated
    $0

  • John Holbrook

    TRUSTEE

    Total calculated
    $0

  • Scott Taylor

    TRUSTEE

    Total calculated
    $0

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PLUMBERS AND STEAMFITTERS 248

  • EARLY CONSTRUCTION CO

  • ENERFAB

  • PLUMBERS AND STEAMFITTERS LU 248

  • WB FOSSON AND SONS

  • PLUMBERS 633 H&W

  • ALPHA MECHANICAL

  • MECHINCAL CONSTRUCTION

  • UNITED CONSTRUCTION

  • CIMCO INC

  • GRAYCOR

  • PRITCHARD ELECTRIC

  • ENGEL WELDING INC

  • ATLANTA PLANT SERVICES

  • CONSTRUCTION & DESIGN SERVICES

  • H&R CONSTRUCTION

  • PROFESSIONAL CONSTRUCTION SVC

  • HMC SERVICES CO

  • ATLANTA PLUMBERS

  • STERLING BOILER

  • ADVANCED PROJECT CONTROLS

  • TURNER INDUSTRIAL MAINTENANCE

  • J&J GENERAL MAINTENANCE

  • MAY CONTRACTING

  • SOUTHEASTERN PIPETRADES

  • PLUMBERS 452

  • ATLAS INDUSTRIAL

  • GLOBAL SCAFFOLD

  • PIPELOGIC

  • DEBRA KUEMPEL

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v6.0
Source object
202521049349300807

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