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Nonprofiteer
← PIPEFITTERS HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by PIPEFITTERS HEALTH AND WELFARE FUND.

Totals

Total revenue
$31,012,246
Total expenses
$21,461,229
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$29,164,319
Investment income
$1,846,858
Other revenue
$1,069
Total assets, end of year
$62,530,181
Total liabilities, end of year
$1,621,765
Net assets or fund balances, end of year
$60,908,416
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 CONTTRIBUTIONS

    total $26,852,615 · related or exempt $26,852,615

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $2,311,704 · related or exempt $2,311,704

  • 3 · Investment income

    total $1,669,250 · excluded $1,669,250

  • 7a · Gross sales of assets other than inventory

    securities $8,744,879

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

    securities $8,567,271

  • 7c · Gain or loss

    securities $177,608

  • 7d · Net gain or loss

    total $177,608 · excluded $177,608

  • 11a · Other revenue: OTHER INCOME

    total $1,069 · related or exempt $1,069

  • 11e · Other revenue, total

    $1,069

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,382,193

  • 11a · Fees: management

    total $533,375

  • 11b · Fees: legal

    total $294,780

  • 11c · Fees: accounting

    total $27,115

  • 11f · Fees: investment management

    total $54,000

  • 11g · Fees: other

    total $87,650

  • 13 · Office expenses

    total $44,619

  • 19 · Conferences, conventions and meetings

    total $5,275

  • 23 · Insurance

    total $23,120

  • 24a · Other expenses: PCORI/REINSURANCE FEE

    total $9,102

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,789,105 · end of year $1,821,249

  • 4 · Accounts receivable

    beginning of year $2,576,390 · end of year $4,026,863

  • 9 · Prepaid expenses and deferred charges

    beginning of year $136,649 · end of year $318,178

  • 11 · Investments: publicly traded securities

    beginning of year $41,052,827 · end of year $56,363,891

  • 17 · Accounts payable and accrued expenses

    beginning of year $130,763 · end of year $1,313,841

  • 19 · Deferred revenue

    beginning of year $1,116 · end of year $187,251

  • 21 · Escrow or custodial account liability

    beginning of year $132,297 · end of year $120,673

  • 27 · Net assets without donor restrictions

    beginning of year $48,290,795 · end of year $60,908,416

Mission and programs · 2023

Mission

TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.

Activities or mission (Part I)

TO PROVIDE HEALTH, LIFE & DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH, LIFE AND DEATH & DISMEMBERMENT BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. AS OF THE END OF THE TAXABLE YEAR, THERE WERE 1,931 PARTICIPANTS COVERED.

As filed on the 2023 return.

Listed in Part VII

  • Michael W Gossman

    TRUSTEE, SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Luke Moylan

    TRUSTEE, CHAIRMAN

    Total calculated
    $252,834
    From this org
    $0
    From related orgs
    $156,560
    Other
    $96,274
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,560 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $71,265 related
    Nontaxable benefits
    $0 + $25,009 related
    Filer's total
    $0 + $252,834 related

  • Bryan Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Chris Hutchings

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • James Kevin Hendrickson

    TRUSTEE

    Total calculated
    $263,538
    From this org
    $0
    From related orgs
    $165,358
    Other
    $98,180
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,358 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $73,171 related
    Nontaxable benefits
    $0 + $25,009 related
    Filer's total
    $0 + $263,538 related

  • Jeremiah Bull

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

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.

  • PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN

    501(A) · TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS · MO

  • PIPE FITTERS EDUCATION TRAINING NO 533

    501(C)(3) · EDUCATION FOR APPRENTICES AND JOURNEYMAN · MO

  • PIPE FITTERS LOCAL NO 533 PENSION PLAN

    501(A) · TO PROVIDE RETIREMENT BENEFITS TO UNION MEMBERS · MO

  • PIPEFITTERS ASSOCIATION LOCAL UNION 533

    501(C)(5) · UNION · MO

  • PIPEFITTERS EDUC

    CONTRIBUTING EMPLOYER

  • UA LOCAL UNION

    CONTRIBUTING EMPLOYER

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.

  • ANDERSON MECHANICAL LLC

    CONTRIBUTING EMPLOYER

  • AZZ WSI LLC

    CONTRIBUTING EMPLOYER

  • CDI INDUSTRIAL & MECH

    CONTRIBUTING EMPLOYER

  • CENTRAL STATES CONTRACTING

    CONTRIBUTING EMPLOYER

  • CLIMATE PROS LLC

    CONTRIBUTING EMPLOYER

  • DC ELECTRICAL HEATING & COOLING LLC

    CONTRIBUTING EMPLOYER

  • L&J BUILDING CO LLC

    CONTRIBUTING EMPLOYER

  • MEUSCHKE MECHANICAL LLC

    CONTRIBUTING EMPLOYER

  • P1 CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • P1 SERVICE LLC

    CONTRIBUTING EMPLOYER

  • PIPING CONCEPTS LLC

    CONTRIBUTING EMPLOYER

  • PRO-MECHANICAL

    CONTRIBUTING EMPLOYER

  • RIDGEWAY PLUMBING LLC

    CONTRIBUTING EMPLOYER

  • US ENGINEERING METALWORKS LLC

    CONTRIBUTING EMPLOYER

  • US ENGINEERING SERVICE LLC

    CONTRIBUTING EMPLOYER

  • VAZQUEZ COMMERCIAL CONTRACTING

    CONTRIBUTING EMPLOYER

Related corporations and trusts

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

  • ALEXANDER MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • APCOMPOWER INC

    CONTRIBUTING EMPLOYER

  • BAXTER MECHANICAL

    CONTRIBUTING EMPLOYER

  • C&C SALES INC DBA C&C GROUP

    CONTRIBUTING EMPLOYER

  • CARRIER AC

    CONTRIBUTING EMPLOYER

  • CJ INDUSTRIES

    CONTRIBUTING EMPLOYER

  • CONTROL INSTALLATIONS OF IA

    CONTRIBUTING EMPLOYER

  • CONTROL SERVICE COMPANY

    CONTRIBUTING EMPLOYER

  • CUSTOM SHEETMETAL & ROOFING

    CONTRIBUTING EMPLOYER

  • DESIGN MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • DIVERSIFIED INDUSTRIAL MECHANICAL CONTRACTORS

    CONTRIBUTING EMPLOYER

  • EGI MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • ENERFAB POWER & INDUSTRIAL

    CONTRIBUTING EMPLOYER

  • ENVIRONMENTAL TEMP CONTROL

    CONTRIBUTING EMPLOYER

  • FAGAN CO

    CONTRIBUTING EMPLOYER

  • FLUID MECHANICAL

    CONTRIBUTING EMPLOYER

  • HAROLD G BUTZER INC

    CONTRIBUTING EMPLOYER

  • HELM MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • HERMANSON COMPANY

    CONTRIBUTING EMPLOYER

  • HUSSMANN CORP

    CONTRIBUTING EMPLOYER

  • INSIGHT MECHANICAL CONTRACTORS

    CONTRIBUTING EMPLOYER

  • JOHN E GREEN CO

    CONTRIBUTING EMPLOYER

  • JOHNSON CONTROLS

    CONTRIBUTING EMPLOYER

  • KANSAS CITY MECH

    CONTRIBUTING EMPLOYER

  • KIEWIT POWER CONSTRUCTORS CO

    CONTRIBUTING EMPLOYER

  • KRUSE CORPORATION

    CONTRIBUTING EMPLOYER

  • LIPPERT MECHANICAL SERVIC

    CONTRIBUTING EMPLOYER

  • MARTIN MECHANICAL CORP

    CONTRIBUTING EMPLOYER

  • MC ELROY INC

    CONTRIBUTING EMPLOYER

  • ME&I CONSTRUCTION SERVICES

    CONTRIBUTING EMPLOYER

  • MECHANICAL DETAILING SOLUTIONS

    CONTRIBUTING EMPLOYER

  • METRO AIR CONDITIONING CO

    CONTRIBUTING EMPLOYER

  • MYRICK MECHANICAL

    CONTRIBUTING EMPLOYER

  • ODELL SERVICES CO INC

    CONTRIBUTING EMPLOYER

  • PIPING & EQUIP CO

    CONTRIBUTING EMPLOYER

  • PM CONTRACTING

    CONTRIBUTING EMPLOYER

  • PRO-BALANCE

    CONTRIBUTING EMPLOYER

  • PROFESSIONAL FILTER SERVICE

    CONTRIBUTING EMPLOYER

  • QUALITY PLUMBING INC

    CONTRIBUTING EMPLOYER

  • RAND CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • ROSS MECHANICAL

    CONTRIBUTING EMPLOYER

  • SALADINO MECHANICAL

    CONTRIBUTING EMPLOYER

  • SERVICE PLUS MECHANICAL CONT

    CONTRIBUTING EMPLOYER

  • SIEMENS INDUSTRY

    CONTRIBUTING EMPLOYER

  • STANGER INDUSTRIES INC

    CONTRIBUTING EMPLOYER

  • THE MECHANICS INC

    CONTRIBUTING EMPLOYER

  • TROTTER & MORTON FACILITIES

    CONTRIBUTING EMPLOYER

  • UNIVERSAL SERVICE AGENCY

    CONTRIBUTING EMPLOYER

  • US ENGINEERING CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • VAUGHAN MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • WALDINGER CORPORATION

    CONTRIBUTING EMPLOYER

  • WAYNE COMFORT AIR SOLUTIONS

    CONTRIBUTING EMPLOYER

  • WILLIAMS CARVER CO

    CONTRIBUTING EMPLOYER

  • WMC MECHANICAL

    CONTRIBUTING EMPLOYER

  • ZIP PNEUMATICS INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
16 January 2025
IRS schema version
2023v6.0
Source object
202540179349300634

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