Form 990 for tax year 2022
Filed by PLUMBERS UNION-55 HEALTH & WELFARE FUND PLUM.
Totals
- Total revenue
- $8,177,372
- Total expenses
- $7,378,947
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $7,943,102
- Investment income
- $234,270
- Other revenue
- $0
- Total assets, end of year
- $12,891,218
- Total liabilities, end of year
- $6,650,305
- Net assets or fund balances, end of year
- $6,240,913
- 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: EMPLOYERS' CONTRIBUTIO
total $7,301,150 · related or exempt $7,301,150
-
2b · Program service revenue: PARTICIPANTS' CONTRIBU
total $529,471 · related or exempt $529,471
-
2c · Program service revenue: BENEVOLENT FUND
total $112,481 · related or exempt $112,481
-
3 · Investment income
total $234,270 · excluded $234,270
-
7a · Gross sales of assets other than inventory
securities $973,480
-
7b · Less cost or other basis and sales expenses
securities $973,480
-
7c · Gain or loss
securities $0
-
7d · Net gain or loss
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $6,713,750
-
10 · Payroll taxes
total $1,248
-
11a · Fees: management
total $11,819
-
11b · Fees: legal
total $26,244
-
11c · Fees: accounting
total $34,477
-
11f · Fees: investment management
total $14,500
-
11g · Fees: other
total $501,953
-
13 · Office expenses
total $15,716
-
19 · Conferences, conventions and meetings
total $17,823
-
23 · Insurance
total $5,799
-
24a · Other expenses: WELLNESS PROGRAM ADMIN
total $17,856
-
24b · Other expenses: ANNUAL WELLNESS DAY EXP
total $7,418
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $5,777
-
24d · Other expenses: PCORI TAX
total $3,087
-
24e · All other expenses
total $1,480
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,991,848 · end of year $3,731,080
-
2 · Savings and temporary cash investments
beginning of year $968,976 · end of year $994,546
-
4 · Accounts receivable
beginning of year $618,086 · end of year $829,491
-
9 · Prepaid expenses and deferred charges
beginning of year $43,370 · end of year $11,762
-
11 · Investments: publicly traded securities
beginning of year $7,260,125 · end of year $7,324,339
-
17 · Accounts payable and accrued expenses
beginning of year $76,398 · end of year $115,463
-
25 · Other liabilities
beginning of year $6,222,713 · end of year $6,534,842
-
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 $5,583,294 · end of year $6,240,913
Mission and programs · 2022
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
-
PROVISION OF HEALTH AND WELFARE BENEFITS TO PLUMBERS UNION LOCAL NO. 55 MEMBERS, DEPENDENTS AND BENEFICIARIES.
As filed on the 2022 return.
Listed in Part VII
-
Shawn GraySHAWN GRAY
ADMINISTRATIVE MANAGER
- Total calculated
- $235,938
- From this org
- $0
- From related orgs
- $144,328
- Other
- $91,610
- Hours/week
- 0.5 + 55.5 related
Schedule J breakdown matched by us
- Base
- $0 + $144,328 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $91,610 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $235,938 related
-
Burt SkeelBURT SKEEL
TRUSTEE
- Total calculated
- $1,596
- From this org
- $1,596
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
James GrayJAMES GRAY
TRUSTEE, SECRETARY
- Total calculated
- $1,515
- From this org
- $1,515
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
John SuchyJOHN SUCHY
TRUSTEE
- Total calculated
- $673
- From this org
- $673
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Michael T GallagherMICHAEL T GALLAGHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Annie SterleANNIE STERLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Rob WillkommROB WILLKOMM
TRUSTEE, CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
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
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.
-
JOURNEYMEN PLUMBERS UNION LOCAL #55 OF THE UNITED ASSOC PLUMBERS&PIPEFITTER
501(C)(5) · LABOR UNION SERVICES · OH
-
PLUMBERS LOCAL UNION #55 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
501(C)(9) · SUPPLEMENTAL UNEMPLOYMENT BENEFITS · OH
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.
-
ACCESS PLUMBING LLC
-
ADVANCED MECHANICAL CONTRACTORS LLC
-
CROMWELL MECHANICAL LLC
-
ER UTILITY CONSTRUCTION LLC
-
NEXT GENERATION SERVICE LLC
-
QWEST MECHANICAL CONTACTORS LLC
-
SUMMIT PLUMBING CONTRACTORS
-
SYNERGY LLC CONTRACTORS
-
XSTREAM PLUMBING LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AMERICAN PLUMBING CONTRACTORS
-
BICAN PLUMBING
-
CLEVELAND PLUMBERS JATC
-
COMMERCE PLUMBING COMPANY
-
CUYAHOGA COUNTY
-
D & A PLUMBING & HEATING INC
-
EB KATZ COMPANY
-
FOREST CITY ERECTORS INC
-
FORMICA PLUMBING & SEWER CO
-
GEM INC
-
GORMAN-LAVELLE CORPORATION
-
HAMMOND MECHANICAL CORP
-
JAKOBSKY PLUMBING & HEATING
-
JOHN PROCHAZKA PLUMBING AND HEATING
-
MILLER PLUMBING & HEATING COMPANY
-
NEPTUNE PLUMBING & HEATING CO
-
NORTHERN OHIO PLUMBING
-
OHIO BUCKEYE PLUMBING
-
PARDO CONSULTANTS
-
PARKWAY PLUMBING INC
-
PROUT BOILER HEATING & WELDING
-
RELMEC MECHANICAL
-
RIDGE PLUMBING INC
-
SA COMUNALE COINC
-
SCHWEIZER DIPPLE INC
-
SMITH & OBY SERVICE COMPANY
-
TH MARTIN INC
-
THE ALERT PIONEER PLUMBING
-
THE CONTI CORPORATION
-
THE JOHN F GALLAGHER PLUMBING CO
-
THE R G SMITH CO INC
-
THE SMITH & OBY COMPANY
-
UNITED MECHANICAL CONTRACTORS INC
-
WESTERN RESERVE MECHANICAL INC
-
WIEMELS PLUMBING CO
-
WILKES PLUMBING & HEATING INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440759349301104
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.