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← PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR

Form 990 for tax year 2024

Filed by PLUMBERS & STEAMFITTERS LOCAL 400 FOX RIVER VALLEY H & W TR.

Totals

Total revenue
$41,656,634
Total expenses
$41,081,027
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$37,497,166
Investment income
$4,096,664
Other revenue
$62,804
Total assets, end of year
$73,999,277
Total liabilities, end of year
$1,277,968
Net assets or fund balances, end of year
$72,721,309
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 $35,587,922 · related or exempt $35,587,922

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $1,909,244 · related or exempt $1,909,244

  • 3 · Investment income

    total $2,574,638 · excluded $2,574,638

  • 7a · Gross sales of assets other than inventory

    securities $30,721,685

  • 7b · Less cost or other basis and sales expenses

    securities $29,199,659

  • 7c · Gain or loss

    securities $1,522,026

  • 7d · Net gain or loss

    total $1,522,026 · excluded $1,522,026

  • 11a · Other revenue: OTHER REIMBURSEMENTS

    total $61,281 · excluded $61,281

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $1,523 · excluded $1,523

  • 11e · Other revenue, total

    $62,804

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $35,974,505

  • 10 · Payroll taxes

    total $138,919

  • 11a · Fees: management

    total $918,861

  • 11b · Fees: legal

    total $153,572

  • 11f · Fees: investment management

    total $32,118

  • 11g · Fees: other

    total $108,827

  • 13 · Office expenses

    total $35,930

  • 14 · Information technology

    total $60,932

  • 19 · Conferences, conventions and meetings

    total $15,706

  • 23 · Insurance

    total $125,255

  • 24a · Other expenses: PPO ADMIN FEES

    total $1,150,364

  • 24b · Other expenses: MEDICARE PREMIUMS

    total $1,143,417

  • 24c · Other expenses: COST CONTAINMENT

    total $432,061

  • 24d · Other expenses: CLINIC COSTS

    total $329,958

  • 24e · All other expenses

    total $460,602

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,515,223 · end of year $201,711

  • 2 · Savings and temporary cash investments

    beginning of year $807,409 · end of year $2,351,731

  • 4 · Accounts receivable

    beginning of year $4,125,106 · end of year $5,565,566

  • 9 · Prepaid expenses and deferred charges

    beginning of year $108,194 · end of year $110,968

  • 11 · Investments: publicly traded securities

    beginning of year $65,161,363 · end of year $65,769,301

  • 17 · Accounts payable and accrued expenses

    beginning of year $437,244 · end of year $553,248

  • 25 · Other liabilities

    beginning of year $157,307 · end of year $724,720

  • 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 $72,122,744 · end of year $72,721,309

Mission and programs · 2024

Mission

PROVIDE BENEFITS TO MEMBERS OF LOCAL 400

  • PLUMBERS AND STEAMFITTERS LOCAL 400 HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION AND OTHER BENEFITS TO APPROXIMATELY 2,100 PLAN PARTICIPANTS, THEIR DEPENDENTS AND BENEFICIARIES.

As filed on the 2024 return.

Listed in Part VII

  • Doug Dokey

    CHAIRMAN

    Total calculated
    $237,041
    From this org
    $0
    From related orgs
    $167,424
    Other
    $69,617
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,424 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $52,859 related
    Nontaxable benefits
    $0 + $16,758 related
    Filer's total
    $0 + $237,041 related

  • Dustin Delsman

    LABOR TRUSTEE

    Total calculated
    $213,146
    From this org
    $0
    From related orgs
    $149,996
    Other
    $63,150
    Hours/week
    1 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,996 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $47,573 related
    Nontaxable benefits
    $0 + $15,577 related
    Filer's total
    $0 + $213,146 related

  • Mike Augustian

    LABOR TRUSTEE

    Total calculated
    $227,861
    From this org
    $0
    From related orgs
    $149,996
    Other
    $77,865
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,996 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $47,573 related
    Nontaxable benefits
    $0 + $30,292 related
    Filer's total
    $0 + $227,861 related

  • Jeff Gaecke

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kim Bassett

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Aldag

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jodi Miller-Larson

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Maria Blochowiak

    ALTERNATE MANAGEMENT TRUST

    Total calculated
    $0
    Hours/week
    1

  • John Kennedy

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Terry Van Epern

    ALTERNATE LABOR TRUSTEE

    Total calculated
    $1,242
    From this org
    $0
    From related orgs
    $1,242
    Other
    $0
    Hours/week
    1

  • David Klumpp

    LABOR TRUSTEE

    Total calculated
    $1,986
    From this org
    $0
    From related orgs
    $1,986
    Other
    $0
    Hours/week
    1

  • Scott Wenger

    ALTERNATE LABOR 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I, LINE 3
THE RELATED ORGANIZATION PLUMBERS AND STEAMFITTERS LOCAL 400 USES A WRITTEN EMPLOYMENT CONTRACT TO ESTABLISH THE OFFICER COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MEYER MECHANICAL LLC

Related corporations and trusts

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

  • A & J MECHANICAL CONTRACTORS INC

  • ACCESS CUSTOMER SUPPORT INC

  • AG MECHANICAL

  • ALDAG HONOLD MECHANICAL INC

  • AUGUST WINTER & SONS INC

  • AZCO INC

  • B & P MECHANICAL INC

  • BASSETT INC

  • BENO PLUMBING & HEATING INC

  • CH KOCH PLUMBING

  • CLIMATE PROS INC

  • COENEN MECHANICAL

  • DAN FINNEL PLUMBING LLC

  • EDWIN C GAROT COMPANY INC

  • ENERGY CONTROL & DESIGN INC

  • ENERPIPE INC

  • FENNER PLUMBING & HEATING

  • FORREST PLUMBING LLC

  • GREAT LAKES MECHANICAL INC

  • GROESCHEL COMPANY INC

  • GRP MECHANICAL INC

  • HAUCKE PLUMBING AND HEATING INC

  • HEIM PLUMBING INC

  • HOOPER CORPORATION

  • HURCKMAN MECHANICAL INDUSTRIES INC

  • JF AHERN COMPANY

  • JAMAR COMPANY

  • JOHN'S REFRIGERATION INC

  • JOHNSON & JONET MECHANICAL CONTRACTORS INC

  • JOHNSON CONTROLS INC

  • KUHLMAN INC

  • MANNENBACH MECHANICAL LLC

  • MASTERS BUILDING SOLUTIONS INC

  • MATENAER PLUMBING INC

  • MECHANICAL TECHNOLOGIES INC

  • MONONA PLUMBING & FIRE PROTECTION INC

  • PIPING SERVICE INC

  • PIPING SYSTEMS LLC

  • PLYMOUTH PLUMBING & HEATING INC

  • PNEUMATIC SYSTEMS PLUS LLC

  • R & R PLUMBING LLC

  • RANGE LINE PLUMBING INC

  • REEKE-MAROLD CO

  • REFRIGERATION SERVICES OF GREEN BAY INC

  • ROB GIESE CONSTRUCTION SERVICES INC

  • SUMMIT REFRIGERATION GROUP INC

  • TEAM INDUSTRIES INC

  • TWEET-GAROT MECHANICAL INC

  • VDH MECHANICAL SERVICES LLC

  • WOLF & SONS PLUMBING LLC

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523169349306597

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