Form 990 for tax year 2024
Filed by PLUMBERS & STEAMFITTERS 486 MEDICAL FUND.
Totals
- Total revenue
- $29,650,222
- Total expenses
- $26,352,286
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $28,695,845
- Investment income
- $953,240
- Other revenue
- $1,137
- Total assets, end of year
- $43,664,108
- Total liabilities, end of year
- $455,907
- Net assets or fund balances, end of year
- $43,208,201
- 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 $27,221,537 · related or exempt $27,221,537
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $1,474,308 · related or exempt $1,474,308
-
3 · Investment income
total $1,077,543 · excluded $1,077,543
-
7a · Gross sales of assets other than inventory
securities $10,542,502
-
7b · Less cost or other basis and sales expenses
securities $10,666,805
-
7c · Gain or loss
securities -$124,303
-
7d · Net gain or loss
total -$124,303 · excluded -$124,303
-
11a · Other revenue: MISCELLANEOUS
total $1,137 · related or exempt $1,137
-
11e · Other revenue, total
$1,137
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $24,309,555
-
11b · Fees: legal
total $171,977
-
11c · Fees: accounting
total $16,663
-
11f · Fees: investment management
total $151,864
-
11g · Fees: other
total $1,511,073
-
13 · Office expenses
total $99,034
-
19 · Conferences, conventions and meetings
total $74,360
-
23 · Insurance
total $5,936
-
24a · Other expenses: FEES MANDATED BY AFFORD
total $11,824
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,446,731 · end of year $1,118,236
-
2 · Savings and temporary cash investments
beginning of year $2,546,546 · end of year $2,518,857
-
4 · Accounts receivable
beginning of year $4,391,874 · end of year $5,871,028
-
11 · Investments: publicly traded securities
beginning of year $22,314,067 · end of year $23,719,032
-
12 · Investments: other securities
beginning of year $8,496,105 · end of year $7,813,163
-
15 · Other assets
beginning of year $0 · end of year $2,623,792
-
17 · Accounts payable and accrued expenses
beginning of year $863,806 · end of year $455,907
-
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 $39,331,517 · end of year $43,208,201
Mission and programs · 2024
Mission
PROVIDE MEDICAL BENEFITS TO MEMBERS.
-
THE FUND PROVIDES ACCIDENT, MEDICAL AND HOSPITALIZATION BENEFITS ON SELF-INSURED AND INSURED BASIS TO ELIGIBLE PARTICIPANTS EMPLOYED BY CONTRIBUTING EMPLOYERS.
As filed on the 2024 return.
Listed in Part VII
-
Pasquale PetroviaPASQUALE PETROVIA
TRUSTEE
- Total calculated
- $191,300
- From this org
- $0
- From related orgs
- $114,767
- Other
- $76,533
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $114,767 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,133 related
- Nontaxable benefits
- $0 + $23,400 related
- Filer's total
- $0 + $191,300 related
-
Eric EcksteinERIC ECKSTEIN
TRUSTEE
- Total calculated
- $11,940
- From this org
- $11,940
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kenneth KahlKENNETH KAHL
TRUSTEE
- Total calculated
- $12,514
- From this org
- $12,514
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Anthony GeorgeANTHONY GEORGE
TRUSTEE
- Total calculated
- $9,096
- From this org
- $9,096
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Charles DanielCHARLES DANIEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kari CordellKARI CORDELL
TRUSTEE
- Total calculated
- $11,351
- From this org
- $11,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Lauren ElekLAUREN ELEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rodney HortonRODNEY HORTON
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
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.
-
PLUMBERS & STEAMFITTERS LOCAL UNION #486
501(C)(5) · LABOR UNION · MD
-
PLUMBERS & STEAMFITTERS LOCAL 486 PENSION FUND
501(A) · PENSION FUND · MD
-
PLUMBERS & STEAMFITTERS LOCAL 486 SEVERANCE & ANNUITY FUND
501(A) · ANNUITY FUND · MD
-
PLUMBERS & STEAMFITTERS LOCAL 486 TRAINING FUND
501(C)(3) · TRAINING FUND · MD
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.
-
ADJ SHEET METAL INC
-
ADU HOLDINGS INC
-
ADVANCE SYSTEMS LLC
-
AINSWORTH INC (FORMERLY ENGINUITY LLC)
-
AL GLEESON ELECTRICAL CO INC MECH DIVISION
-
ALL MECHANICAL AND PLUMBING
-
ALLIED POWER SERVICES LLC
-
AMERICAN COMBUSTION INDUSTRIES INC
-
ARCTIC REFRIGERATION INC
-
BALTIMORE-DC METRO BUILDING TRADES COUNCIL
-
BAY AREA MECHANICAL SERVICES INC
-
BBR MECHANICAL SERVICES INC
-
BEL AIR MECHANICAL LLC
-
BHI ENERGY SPECIALTY SERVICES
-
BILFINGER INDUSTRIAL SERVICES
-
BILL BRIDGES ENTERPRISES LLC
-
BMC SERVICES
-
BORLIE MECHANICAL CONTRACTING LLC
-
BOWEN ENGINEERING CORPORATION
-
CALVERT CONTROLS INC
-
CAPITOL REFRIGERATION INC
-
CARRIER CORPORATION
-
CKN HEATING & COOLING INC
-
CLIMATE PROS LLC
-
CLOUD INC
-
COMPLETE MECHANICAL SOLUTIONS
-
CONTROL SOURCES LLC
-
CONTROL SYSTEMS INC
-
CORE MECHANICAL SOLUTIONS
-
COVERT'S WELDING INC
-
CROCKETT FACILITIES SERVICES
-
CUSHMAN & WAKEFIELD
-
CUSTOM MECHANICAL SERVICES INC
-
DE ASSET OPERATIONS LLC
-
DECA INC
-
DENVER-ELEK INC
-
DNA MECHANICAL
-
DYNAMIC MECHANICAL CONTRACTORS
-
DYNASTICS INC
-
ELECTRICAL AUTOMATION SERVICES INC
-
EXCEL MECHANICAL CONTRACTORS LLC
-
FACILITY ENGINEERING SERVICES CORP
-
FAZIO MECHANICAL SERVICES
-
FLO-TRON CONTRACTING INC
-
FRANK LILL & SON INC
-
GENERAL & MECHANICAL SERVICES LLC
-
GEORGE S HALL INC
-
H&D MECHANICAL LLC
-
HARLEE MECHANICAL CONTRACTING INC
-
HARRIS
-
HEATING PIPING & REFRIG
-
HEFFRON COMPANY
-
HIGH PURITY SYSTEM INC
-
HONEYWELL
-
HORTON MECHANICAL CONTRACTORS INC
-
I D GRIFFITH INC
-
INDUSTRIAL REFRIGERATION SERVICE INC
-
J J WHITE
-
J F FISCHER INC
-
JOHN C GRIMBERG CO INC
-
JOHNSON CONTROLS FEDERAL SYSTEMS INC
-
JOHNSON CONTROLS INC
-
JONES LANG LASALLE INC
-
KBR WYLE SERVICES LLC
-
KDB - KIRLIN DESIGN BUILD
-
KENT ISLAND MECHANICAL INC
-
KINETIC SYSTEMS INC
-
KLEPSIG PLUMBING LLC
-
KOEPPER WELDING LLC
-
LIMBACH COMPANY
-
LOUIS F SOUL COMPANY INC
-
M&M WELDING AND FABRICATORS INC
-
MCCLURE COMPANY
-
MECHANICAL SYSTEMS INC
-
MEK TEK LLC
-
MID-ATLANTIC PIPE TRADES ASSOCIATION
-
MODERN CONTROLS INC
-
NAC MECHANICAL SERVICES LLC
-
NORTHERN BAY ENVIRONMENTAL SYSTEMS INC
-
NORTHERN PIPELINE (NPL) CONSTRUCTION
-
NS & ASSOCIATES LLC
-
OZELL SERVICES INC
-
PATAPSCO MECHANICAL
-
PCI ENERGY SERVICES LLC
-
PEVCO SYSTEMS INTERNATIONAL INC
-
PLATINUM SERVICES LLC
-
POOLE & KENT CORPORATION
-
POWER AND COMBUSTION INC
-
PRO-AIR INC
-
R H LAPP & SONS INC
-
RF WARDER INC
-
RIG CONSTRUCTION LLC
-
RIGGS DISTLER & COMPANY INC
-
ROCK SPRING HEATING & COOLING INC
-
RSC ELECTRICAL & MECHANICAL CONTRACTORS INC
-
S&S CONTROL SYSTEMS INC
-
SIEMENS INDUSTRY INC
-
SODEXOROTH
-
SOUTH MOUNTAIN MECHANICAL
-
SOUTHLAND INDUSTRIES
-
SPEARS MECHANICAL CONTRACTORS
-
STATEWIDE MECHANICAL INC
-
STOKES MECHANICAL LLC
-
SUMMIT MECHANICAL INC
-
TRADE-MARK INDUSTRIAL LLC
-
TRANE TECHNOLOGIES
-
TRUSKEY INC
-
UNITED ASSOCIATION OF JAPPI
-
WE BOWERS INC
-
WG TOMKO INC
-
WELCH AND RUSHE LLC
-
YANDLE TUBES LLC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542879349301549
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